by Wilma Norton in Giving
Register now for June estate and tax planning seminars
The next estate and tax planning seminars presented by the Community Foundation of Tampa Bay take place June 9 and 10 in Riverview and Sun City Center. The topic: FIRST DEFENDERS: IDENTIFYING AND MEETING VULNERABLE CLIENT NEEDS.
The first is June 9, 7:30-11:30 a.m., at The Bridges, 11350 Bloomingdale Ave, Riverview.
The seminar repeats June 10, 7:30-11:30 a.m., at the Plaza Club, Freedom Plaza, 3932 Upper Creek Drive, Sun City Center.
Registration is $75 and includes breakfast. Application has been made for three Continuing Education Credits for attorneys, CPAs, CTFAs and CFPs. Registration is at CFTBSeminars.eventbrite.com.
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