News & Articles

Feb272023

Attorney Travis Finchum will be speaking at the Pinellas Estate Planning Council at Ruth Eckerd Hall today on Essential Legal Planning for Special Needs Families.

LegalBy Travis Finchum February 27, 2023

Attorney 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

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Oct132022

Attorney 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.

LegalBy Travis Finchum October 13, 2022

Attorney 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…

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Jul212022

Travis

LegalBy Travis Finchum July 21, 2022

Attorney 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…

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Jun242022

June 25, 2022-Aging Life Care Conference at the Hilton St. Petersburg Bayfront, FL

LegalBy Travis Finchum June 24, 2022

Attorney 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…

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Jun102022

June 10th-The Broward County Guardianship Association

LegalBy Travis Finchum June 10, 2022

Attorney 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…

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Jun32022

The 24th Annual Family Cafe in Orlando, FL-ABC’s and 123’s of Special Needs Trusts

LegalBy Travis Finchum June 3, 2022

Please click on the link below for Attorney Kole Long’s presentation on ABC’s and 123’s of Special Needs Trusts. 2022 -ABC123

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May262022

Attorney Travis Finchum Speaking at The 24th Annual Family Café in Orlando, FL on Saturday, May 28th at 11:00 AM

LegalBy Travis Finchum May 26, 2022

Attorney 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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May132022

Special Needs Trust Flowchart

LegalBy Travis Finchum May 13, 2022

Please find the Special Needs Trust flow chart below. snt flowchart 2022

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Mar82022

Attorney Travis D. Finchum will be speaking at the Jacksonville Bar Association Elder Law Committee: Pooled Special Needs Trusts for Disabled Individuals Age 65 and Over on Tuesday, March 8th from 12:00 PM to 1:00 PM.

LegalBy Travis Finchum March 8, 2022

Attorney Travis D. Finchum will be speaking at the Jacksonville Bar Association Elder Law Committee: Pooled Special Needs Trusts for Disabled Individuals Age 65 and Over on Tuesday, March 8th from 12:00 PM to 1:00 PM. The event will be held via Zoom. If you would like to review Travis’ PowerPoint presentation and materials, please…

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