Estate plans are designed to honor a client’s wishes—but too often, disputes can disrupt those plans and delay charitable and family outcomes. At this luncheon, the Planned Giving Council of Lee County will explore the most common grounds for will and trust contests—including execution errors, questions of capacity, and undue influence—and provide practical tips to help professionals safeguard client legacies.
Featuring: Robin D. Merriman II, J.D., LL.M., B.C.S.
Robin D. Merriman II, J.D., LL.M., B.C.S., is the Managing and Founding Partner of The Merriman Law Firm, P.L.L.C. Since becoming licensed to practice law in the State of Florida, he has primarily focused in the practice areas of estate and tax planning, probate and estate administration, trust administration, guardianship, probate and estate litigation, trust litigation, and guardianship litigation. Robin has been certified by The Florida Bar as an Expert and Specialist in Wills, Trusts & Estates and currently maintains this distinction.
Thursday, September 25, 2025
11:15 a.m. - 1:00 p.m.25
Broadway Palm Dinner Theatre in the Royal Palm Room
Royal Palm Square
1380 Colonial Blvd
Fort Myers, FL
Agenda:
11:15 a.m. to 12:00 p.m. - Networking*
12:00 - Plated Lunch begin**
12:15 p.m. -1:00 p.m. - Presentation
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.
**A vegetarian lunch option is available; please select your preference upon registering.
Member RSVP: No fee
Non-Member & Guest RSVP: $40
RSVP by Monday, September 22, 2025
SPONSOR: HOPE CLUBHOUSE
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