Professional Fiduciary Council of Florida upcoming events

ME Meeting - Member Engagement (Thursday, August 13, 2026)

Thu, 13 Aug 2026 20:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

August 2026 Fiduciary Friday - Understanding HIPAA for Fiduciaries (Friday, August 21, 2026)

Fri, 21 Aug 2026 13:00:00 GMT

This presentation explains what HIPAA does—and does not—do for fiduciaries and health care decision-makers. It focuses on practical access issues that arise when a fiduciary, surrogate, proxy, or guardian seeks medical information or records.

Areas to be covered include:

Does a legal document or statute authorize the fiduciary and does HIPAA require the provider to recognize that authority?
What access does a fiduciary have to protected health information pursuant to HIPPA?
How does a fiduciary resolve a denial to protected health information?

*************************************

Friday - August 21, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

*************************************

Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

*************************************

About Alexandra V. Rieman

Alexandra V. Rieman was admitted to the Florida Bar in October 1986. In private practice from 1986 to 2003 she represented clients in family law, medical malpractice, criminal law, juvenile dependency and delinquency, probate, guardianship, employment discrimination, and corporate law.

In November 2003 she joined the Seventeenth Judicial Circuit. While at the Circuit Alexandra was Probate Counsel and General Counsel.

Upon leaving the Seventeenth Judicial Circuit, Alexandra formed GAPS Legal, PLLC with Michelle Kenney in January 2018.

ME Meeting - Member Engagement (Thursday, September 10, 2026)

Thu, 10 Sep 2026 20:00:00 GMT

The ME - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

September 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration and Distribution of a Trust (Friday, September 25, 2026)

Fri, 25 Sep 2026 13:00:00 GMT

ME Meeting - Member Engagement (Thursday, October 08, 2026)

Thu, 08 Oct 2026 20:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

October 2026 Fiduciary Friday - Fiduciary Accountings (Friday, October 23, 2026)

Fri, 23 Oct 2026 13:00:00 GMT

ME Meeting - Member Engagement (Thursday, November 12, 2026)

Thu, 12 Nov 2026 21:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

November 2026 Fiduciary Friday - Smooth Hospital Admissions and Discharges (Friday, November 20, 2026)

Fri, 20 Nov 2026 14:00:00 GMT

November 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration & Distribution of a Trust (Friday, November 20, 2026)

Fri, 20 Nov 2026 14:00:00 GMT

The dissolution of a trust marks a period of significant fiduciary risk. In this terminal stage, the final allocation of assets requires disciplined execution, a defensible documentary record, and strict conformity with fiduciary obligations as defined by both the trust instrument and applicable law.

*************************************

Friday - November 20, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

*************************************

Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

*************************************

About Andrew B. Sasso, Esquire

Andrew B. Sasso practices in the Clearwater, Florida office of Macfarlane Ferguson & McMullen with a practice focused in the areas of probate, guardianship, and trust litigation and administration. Mr. Sasso received degrees from University of Central Florida, B.A., 1980 and Stetson University College of Law, J.D., 1983.

Mr. Sasso has been a member of The Florida Bar since 1984 having served on the Board of Governors (2004-2016) (Disciplinary Procedures Committee, Chair (2006-2007, 2007-2008, 2009-2010, 2010-2011), Executive Committee (2010-2011), Real Property Probate and Trust Law Section, Board of Governors Liaison (2012-2016), Rules of Judicial Administration Committee, Board of Governors Liaison (2012-2016), Clients' Security Fund Committee, Board of Governors Liaison (2014-2016), Designated Review for Grievance Committees 6A, 6B, 6C, (2004-2016), Designated Review for Statewide Advertising Grievance Committee (2011-2016), Designated Review for Unlicensed Practice of Law Committees 6A and 6B (2004-2016)), and Parliamentarian of the Board of Governors of The Florida Bar (2016-2023). Currently, Mr. Sasso is a member of the Real Property Probate and Trust Law Section’s Executive Council.

Mr. Sasso has served the Clearwater Bar Association, Inc. (President (2000-2001), President-Elect (1999-2000), Secretary (1998-1999), Director (1997-1998), Bench/Bar Liaison Committee, Co Chair (1997-1999), Probate, Guardianship and Trust Law Committee, Chair (1995-1996)).

Mr. Sasso is currently serving as Chair of the Local Professionalism Panel of the Sixth Judicial Circuit and is a member of the Professionalism Committee of the Sixth Judicial Circuit. Chief Justice Jorge Labarga appointed Mr. Sasso to serve on the Florida Supreme Court Judicial Management Council Guardianship Workgroup (2016-2018).

Mr. Sasso is AV Preeminent® rated by Martindale-Hubbell®, selected to Super Lawyers®, and has been recognized with The Florida Bar President's Award of Merit, 2010, The Florida Bar Tony Boggs Excellence in Discipline Award, 2016, the Barney Masterson Inn of Court Professionalism Award, 2005, the Clearwater Bar Association’s Ralph Richards Award, 2018, the Barney Masterson Inn of Court Barney Award, 2021, and The Florida Bar Real Property Probate and Trust Law Section’s John Arthur Jones Annual Service Award, 2022-2023.

ME Meeting - Member Engagement (Thursday, December 10, 2026)

Thu, 10 Dec 2026 21:00:00 GMT

The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.

All members of the Professional Fiduciary Council of Florida are invited to attend.

Professional Fiduciary Council of Florida upcoming events

ME Meeting - Member Engagement (Thursday, August 13, 2026)

August 2026 Fiduciary Friday - Understanding HIPAA for Fiduciaries (Friday, August 21, 2026)

*************************************

Friday - August 21, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members (Click HERE for more information on Membership)

*************************************

*************************************

About Alexandra V. Rieman

ME Meeting - Member Engagement (Thursday, September 10, 2026)

September 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration and Distribution of a Trust (Friday, September 25, 2026)

ME Meeting - Member Engagement (Thursday, October 08, 2026)

October 2026 Fiduciary Friday - Fiduciary Accountings (Friday, October 23, 2026)

ME Meeting - Member Engagement (Thursday, November 12, 2026)

November 2026 Fiduciary Friday - Smooth Hospital Admissions and Discharges (Friday, November 20, 2026)

November 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration & Distribution of a Trust (Friday, November 20, 2026)

*************************************

Friday - November 20, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members (Click HERE for more information on Membership)

*************************************

*************************************

About Andrew B. Sasso, Esquire

ME Meeting - Member Engagement (Thursday, December 10, 2026)

FREE - Members
(Click HERE for more information on Membership)

FREE - Members
(Click HERE for more information on Membership)