Attorney Travis Finchum will be speaking at the Jacksonville Bar Association Elder Law Committee via Zoom on the 2023 Legislative Updates on May 9th at Noon. If you would like to review his materials, please click on the links below: Legislative 2023 2023 Legislative update with some cases
DetailsAttorney Travis Finchum will be speaking at the St. Petersburg Bar Association via Zoom on Guardian Advocacy: A Primer on April 11, 2023 at Noon. If you would like to review his materials, please click on the links below: SNL-Guardianship-Questionnaire-2 Simplified Annual Plan Petition to Appoint Co-Guardian Advocates Petition to Appoint Co-Guardian Advocates first page…
DetailsAttorney Travis Finchum will be speaking at the Pinellas Estate Planning Council at Ruth Eckerd Hall today on Essential Legal Planning for Special Needs Families. If you would like to review his materials, please click on the links below: Essential Legal Planning for Special Needs Families 2-27-23 PowerPoint Essential Legal Planning for Special Needs Families-Handout
DetailsAttorney Travis Finchum will be speaking at the 2022 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts today, October 13th at 1:25 p.m. at the Vinoy Renaissance Resort in St. Petersburg, Florida. If you would like to review his materials, please click on the link below: Estate Planning for Families with Special…
DetailsAttorney Travis Finchum will be speaking at The Florida State Guardianship Association at the Hyatt Regency Sarasota in Sarasota, FL on Thursday, July 21st at 2:45 PM. He will be presenting on Pooled Special Needs Trusts for Disabled Individuals Age 65 and Over. If you would like to review Travis’ PowerPoint presentation and materials, please…
DetailsAttorney Travis Finchum will be speaking at The Aging Life Care Conference at the Hilton St. Petersburg Bayfront on Saturday, June 25th at 9:15 AM. He will be presenting on Medicaid Planning Tools and Benefits. If you would like to review Travis’ PowerPoint presentation and materials, please click on the links below: Medicaid 2022 Advanced-Medicaid-Strategies-with-SNTs-TDF-2022…
DetailsAttorney Travis Finchum will be speaking at The Broward County Guardianship Association in Pompano Beach, FL on Friday, June 10th. He will be presenting on Advanced Medicaid Strategies for Special Needs Trusts. If you would like to review Travis’ PowerPoint presentation and materials, please click on the links below: Advanced Medicaid Strategies with SNT’s TDF…
DetailsPlease click on the link below for Attorney Kole Long’s presentation on ABC’s and 123’s of Special Needs Trusts. 2022 -ABC123
DetailsAttorney Finchum will be presenting on Essential Legal Planning for Special Needs Families at the Family Café on Saturday, May 28th at 11:00 AM. If you would like to follow along during Attorney Finchum’s presentation, please find his materials below. We hope to see you and your families this weekend! Essential Legal Planning for Special…
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