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• The Ins and Outs of Community Foundations - April 2023 Fiduciary Friday

  • When
    Friday, April 28, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, April 28, 2023

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

  The Ins and Outs of Community Foundations

  Presented by Laurie Valentine, JD 

  

  
  

  This session will explore what a community foundation is; what a community foundation does; and how someone who wants to make a gift to charity can do that at a community foundation.
  

  Laurie Valentine, JD, currently serves as Counsel, Philanthropic Giving for Community Foundation Tampa Bay (CFTB). In that position she serves as a charitable advisor on a variety of philanthropic and estate planning topics for donors and professional advisors. She also provides legal guidance to CFTB leadership and staff to ensure all gift documentation reflects not only donor intentions but can also be effectively managed and implemented by CFTB. Prior to joining CFTB in July 2022, Laurie was in private law practice in St. Petersburg, Florida (1982-1994) and (2017 – 2022) practicing in the areas of estate planning, charitable gift planning, and probate and trust administration.

  In between her years in private practice, she served 23 years as Trust Counsel and Chief Operating Officer for the Kentucky Baptist Foundation in Louisville, Kentucky (1994-2017). Laurie received her BA in Speech Pathology from the University of Florida and her JD from the Levin College of Law at University of Florida. She grew up in the Tampa Bay area and currently resides in St. Petersburg.
  

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  Friday - April 28, 2023
  

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

  $50.00 - Non-Members

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

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

  THANK YOU TO OUR SPONSOR!

  
  

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• Undue Influence….OH MY! How to recognize it and what to do with it! - May 2023 Fiduciary Friday

  • When
    Friday, May 26, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, May 26, 2023

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

  Undue Influence….OH MY!

  How to recognize it and what to do with it!

  Presented by SHANNON M. MILLER, B.C.S

  

  Shannon M. Miller is a Florida Bar board certified attorney specializing in Elder Law, practicing in Gainesville, Florida. In 2012, Shannon served as a drafting member of the Financial Exploitation of Vulnerable Adults Workgroup, led by Florida State Senator Kathleen Passidomo. That statute (§ 825.103) became law in 2014, creating groundbreaking tools for law enforcement, prosecutors and civil practitioners to crack down on the exploitation of our most vulnerable citizens. In 2018, Shannon, as part of the Elder Law Section, created new legislation relating to injunctions against exploitation and freezing stolen assets (Fla. Stat. § 825.1035). Shannon has been instrumental in rolling out the Exploitation Injunction law across the state of Florida and assisted in the drafting of the new Attorney General/Elder Law Section HB 1041 for new and powerful Anti-Exploitation laws effective July 1, 2021.

  Shannon served as President of The Academy of Florida Elder Law Attorneys, currently serves on the Florida Joint Public Policy Task Force for the Elderly and Disabled, served as Chairperson of the Legislative Committee of the Elder Law Section and now serves as Vice Chair of the Elder Law Section of the Florida Bar.

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  Friday - May 26, 2023
  

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

  $50.00 - Non-Members

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

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

  THANK YOU TO OUR SPONSOR!

  
  

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• Exploring the duties and responsibilities of a Prudent Investor and selection of investment advice! - June 2023 Fiduciary Friday

  • When
    Friday, June 30, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, June 23, 2023

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

  Exploring the duties and responsibilities of a Prudent Investor and selection of investment advice!

  Presented by Darby Jones, JD
  Zack Zuroweste, Esq. and Bob Persante, Esq.

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

  Friday - June 23, 2023
  

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

  $50.00 - Non-Members

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

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

  THANK YOU TO OUR SPONSOR!

  

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• July 2023 Fiduciary Friday

  • When
    Friday, July 28, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, July 28, 2023

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

  

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

  Friday - July 28, 2023
  

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

  $50.00 - Non-Members

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

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• Trust Settlement Agreements and the role of the Fiduciary - August 2023 Fiduciary Friday

  • When
    Friday, August 25, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  Show details
• September 2023 Fiduciary Friday

  • When
    Friday, September 29, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, September 29, 2023

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

  TBD

  Presented by  Laird Lisle, Esq. 

  

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  Friday - September 29, 2023
  

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

  $50.00 - Non-Members

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

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

  THANK YOU TO OUR SPONSOR!
  

  Tampa Bay Fiduciary LLC.

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• Physical Fitness options for your Wards or Clients - October 2023 Fiduciary Friday

  • When
    Friday, October 27, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, October 27, 2023

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

  Physical Fitness options for your Wards or Clients

  Presented by In Home Senior Fitness

  

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  Friday - October 27, 2023
  

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

  $50.00 - Non-Members

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

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

  THANK YOU TO OUR SPONSOR!

  

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details
• Standards of Practice and Ethics for Guardians and Fiduciaries - November 2023 Fiduciary Friday

  • When
    Friday, November 17, 2023
  •  
    9:00 AM - 10:00 AM
  • Location
    Zoom

  Register

  
  Friday, November 17, 2023

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

  Standards of Practice and Ethics for Guardians and Fiduciaries

  Presented by Lenny Burke

  And Stephanie Cook, Esq.

  

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  Friday - November 17, 2023
  

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

  $50.00 - Non-Members

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

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

  CEU, CTFA, CLE, and CJE credit applied for

  Show details