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A critical component for new employees is understanding the estate planning process for a family that includes a loved one with special needs. Estate planning for a family member with special needs is one of the best services a special needs planner can provide. A complete estate plan will address some of the biggest concerns that people have when protecting a loved one with special needs. The components include a proper financial plan, protection from predators, required advocacy, and proper estate preservation. This seminar will provide an overview of the information needed to prepare a plan, suggestions on the proper way to implement the plan, the use of memorandums of intent, and an introduction to the third-party special needs trust.
Travis D. Finchum received his Bachelor’s of Science Degree and Law Degree from the University of Florida. Mr. Finchum has been Board Certified since 2002 as an Elder Law specialist by the Florida Bar. He is the founder of Special Needs Lawyers, P.A.He is the Chair of the Special Needs Trust Committee of the Florida Bar’s Elder Law Section and past chair of the Elder Law Board Certification Committee. He is a member of the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys and the Academy of Florida Elder Law Attorneys.
Travis has served on the boards of numerous non-profit organizations that serve the frail, elderly and those with disabilities that focus on advocacy and local services for those with disabilities and mental illness. He currently serves on the Board of Directors for Florida’s Voice on Developmental Disabilities, the Arc Tampa Bay Foundation, the Guardian Trust Foundation, Inc., and on the Advisory Board for the National Alliance on Mental Illness, Pinellas County Chapter.
Mr. Finchum frequently speaks on the topics of Medicaid qualification, Special Needs Trusts, estate planning, including planning for incapacity and nursing home care, protecting assets from creditors, sheltering assets for family members with disabilities and public assistance programs. His practice also consists of probate, trust administration (particularly special needs trusts), trust reformation and sophisticated estate planning strategies. He sits on the faculty of the Lighting theWay Program providing statewide training on Guardianship and Guardianship Alternatives sponsored by the Florida Developmental Disabilities Council
Kevin Urbatsch is the National Director for ASNP. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. In May 2011, Kevin was presented the NAELA's Presidential Recognition Award for his work in special needs planning. From 2006 to 2009, Kevin was an Attorney-Editor for CEB (the Continuing Education of the Bar) in its estate planning group. He was responsible for the quality of California's legal reference guides to other California estate planning attorneys. Special Needs Planners, a national organization of special needs planning professionals.