Shutts & Bowen LLP Tampa attorney Sarah Balk will speak on an Estate Planning Essentials panel presented by Saltmarsh Financial Advisors on Thursday, June 5, 2025, in Tampa, Florida, from 5:30 to 7:30 p.m. at the University Club of Tampa.
During the panel titled “Estate Planning Essentials: Securing Your Legacy & Protecting Your Future,” Sarah and her co-panelist, Chris Stennett, will walk attendees through the key components of a solid estate plan, from wills and trusts to tax strategies and common pitfalls to avoid.
To register for the event on Thursday, June 5, 2025, click here.
About Sarah K. Balk
Sarah K. Balk is a Senior Associate in the Tampa office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group. Sarah advises clients with regard to wills, trusts, power of attorneys, health care directives, estate and gift tax planning, GST tax planning, planned giving, probate administration, trust administration, business and wealth transition planning. She represents individuals, fiduciaries, and beneficiaries