Community Foundation of Tampa Bay Estate and Tax Planning Seminars
By Community Foundation Tampa Bay
Date and time
June 9, 2016 · 7:30am - June 10, 2016 · 11:30am EDT
Location
Various locations
Refund Policy
Contact the organizer to request a refund.
Description
Learn from local and regional experts on the topic of
FIRST DEFENDERS: IDENTIFYING AND MEETING VULNERABLE CLIENT NEEDS
June 9, 7:30-11:30 a.m.
The Bridges, 11350 Bloomingdale Ave, Riverview
June 10, 7:30-11:30 a.m.
The Plaza Club, Freedom Plaza, 3932 Upper Creek Drive, Sun City Center
7:30 Registration and breakfast
8:30 Elder Financial Abuse: Issues and Relief in Florida
Robert W. Lang, Partner, Holland & Knight, Tampa
Co-Chair, Mickey Rooney Elder Financial Abuse Project
9:30 Guardianship in Florida: the Good the Bad and the Ugly
Darby Jones, J.D., Owner
Professional Fiduciary Services, LLC, Tampa
10:30 – 11:20 Panel Discussion: Charitable Giving: Friend or Foe? What to Know Before You Give
Application has been made for three Continuing Education Credits for attorneys, CPAs, CTFAs and CFPs.
In collaboration with
Sponsored by
Organized by
Since 1990, the Community Foundation of Tampa Bay has been growing philanthropy in Hillsborough, Pinellas, Pasco and Hernando counties. We connect resources to help transform our community.