Monthly Membership Luncheon
Thursday, April 19, 2018 at 11:45 a.m.
SPEAKER: Natalie A. Roberts, Esq. with Flagship Law, PLLC
TOPIC: "Protecting Your Loved Ones Through an Estate Plan...Even if You are Not a Millionaire."
SUMMARY: This presentation will focus on why ordinary people who are not millionaires need an estate plan, including considerations for planning, a checklist of items to consider (including the difference between a will and a trust), why trust based planning is needed in today’s world, how to set up trusts for children, IRAs, and 401Ks, as well as incapacity planning and asset protection. This informative presentation is for everyone!
Please complete your online RSVP no later than Thursday, April 12, 2018, (RSVP Deadline) at www.tbpa.org (indicate your entrée selection online), and then pay online or mail your payment to: TBPA, P. O. Box 2840, Tampa, FL 33601
If mailing payment after online RSVP, make checks payable to: Tampa Bay Paralegal Association, Inc.
Cost: Members: $16.50 / Guests: $25.00
Regular Entrée: Beef Lasagna / Vegetarian Entrée: Butternut Squash Ravioli / CONTACT THE LUNCHEON CHAIR FOR SPECIAL DIETARY NEEDS
Entrées served with Salad, Rolls, Iced Tea, Coffee and Petite Dessert! (No Substitutions Please)
In case you didn’t already know this, you can add TBPA events to your calendar by opening the particular event on the website when you are logged in (and in PUBLIC VIEW mode), and clicking the “Add to my calendar” tab in the upper right hand corner of the specific event listing.
TBPA is no longer accepting reservations via email or mail.
TBPA reserves the right to change/substitute luncheon speakers, topics or entrées as necessary due to unexpected circumstances. Cancellations for paid-in-full reservations prior to the RSVP Deadline will be refunded, subject to a $2.00 administrative fee. After the RSVP Deadline, no refunds will be provided and payment in full will be due regardless of attendance. Cancellation correspondence may be sent to luncheon@tbpa.org.
Parking: Please note that The Tampa Club validates parking in the Bank of America parking garage during lunchtime hours for the discounted $2.00 rate. Please bring your parking ticket with you and have The Tampa Club Receptionist validate it for you.
In addition, TBPA will be holding a 50/50 raffle to benefit
A Kid's Place of Tampa Bay
Please don't forget to bring some extra cash to participate in this raffle!
Special thanks to this month's TBPA Luncheon Sponsor:
Orange Legal has delivered exceptional litigation support and unmatched customer service to the legal community for the last 30 years. Not only are we a woman-owned business that focuses on and promotes diversity, but we are THE premier legal solutions provider. Orange Legal has established a nationwide network to cover court reporting, process service, interpreting, legal video, legal staffing and eDiscovery needs from coast to coast.
SPEAKER: NATALIE A. ROBERTS, ESQ.
SPEAKER'S BIO: Natalie Roberts is the owner and sole practitioner at Flagship Law, in Tampa, Florida, which she founded in January 2017. Natalie focuses her practice in the areas of tax law, business tax and estate planning. Natalie works closely with her clients to create fully integrated estate plans, reflecting client values and wishes. Her estate plans address client goals and objectives, any currently existing arrangements, real estate, insurance, bank accounts, retirement accounts and investment accounts. Considerations of asset protection and taxation are fundamental. To implement an estate plan, she drafts legal instruments, including wills, trusts, designations of health care surrogate, powers of attorney, living wills, and pet trusts. Her planning strategies may include use of LLCs, limited partnerships, individual trusts, marital trusts (QTIPs), credit shelter trusts, family (so-called "dynasty") trusts, intentionally defective grantor trusts, charitable lead and remainder trusts, insurance trusts, and grantor retained annuity trusts. Providing legal counsel to fiduciaries, including personal representatives and trustees, is another service Natalie offers. A special interest is business succession planning, helping clients determine the easiest and most efficient way to transfer ownership and control of a family business to younger generations.
Natalie obtained her J.D. and LL.M. in Taxation at the University of Florida. She previously practiced in the area of securities regulation, having worked at the Miami Office of the Securities and Exchange Commission. In 2015, Natalie decided to obtain her LL.M in Tax Law, in order to add estate planning/tax to her practice. She is a member of the Florida Bar Real Property, Probate and Trust Law Section, the Solo and Small Firm Section and the Tax Law Section. She is a member of the American Bar Association Business Law, Real Property, Trust and Estate Law and Tax Sections. Natalie is also a member of the Hillsborough County Bar Association’s Real Property, Probate and Trust Law, Securities Law and Tax Sections.
Natalie was selected for the Leadership Tampa Class of 2018, which has allowed her to connect with Tampa business leaders. Energized by the challenge of a new career and a new city, Natalie is committed to building relationships with the Tampa community and helping Tampa continue to grow as a business-friendly center.
Natalie is the proud mother of three outstanding and accomplished children who have each excelled in their academic pursuits. They are a product of her commitment to encouraging learning and intellectual curiosity. Natalie prioritizes being helpful and supportive to colleagues, friends, and family. She is an avid and discriminating reader, a fitness enthusiast, U.S.T.A tennis league team member, and a supporter of the arts throughout the region. On the philanthropic front, she is a supporter of hospice, environmental protection groups, and organizations that help victims of human trafficking, domestic abuse and substance abuse.
Natalie has published articles and given presentations in both tax and securities law, and is licensed in both Florida and Minnesota.
