Topic of Discussion: Legal and Ethical Issues on Gifting
Capacity issues and gifting - testamentary capacity v. other types of capacity
Medicaid/gifting type issues
Mandatory reporting of exploitation
Ethical issues for attorneys
Open discussion
Presented by:
Atty. Rep DeLoach
D. “Rep” DeLoach, III, admitted to the Florida Bar in 1999, practices exclusively in elder law, estate planning and probate at the Law Firm of DeLoach, Hofstra & Cavonis, P.A., in Seminole, Florida. Rep is Board Certified in Elder Law by the Florida Bar Association. Rep is a frequent lecturer on estate planning and elder law issues to the public and to other professionals for continuing education. A native of Pinellas County, Florida, he attended undergraduate and law school at Mercer University in Macon, Georgia.
Wednesday November 13, 2024
11:30 a.m. Networking
12:00 p.m. Program and Lunch
IN-PERSON and LUNCH
CGP Tampa Bay Members - Free
Guests - $35.00
Goodwill Business Center,
10596 Gandy Blvd., St. Petersburg, FL 33702
Thank you to our annual sponsors!
Adelphi Trust Company
American Cancer Society
Community Foundation Tampa Bay
Goodwill Industries - Suncoast, Inc.
Johns Hopkins All Children’s Hospital Foundation
Pentera
SPCA Tampa Bay
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
Join Us Virtually!
CGP Tampa Bay Members - Free
Guests - $15.00
Please register to be sent the link/code to join the Session.
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The
mission of Charitable Gift Planners of Tampa Bay (formally the
Partnership for Philanthropic Planning of Tampa Bay) is to foster
awareness and to provide an effective forum for education,
communication, networking and collaboration for our gift planning
community.