Monthly Membership Luncheon
Thursday, September 19, 2019 at 11:45 a.m.
SPEAKER: Matthew Livesay, Esquire with Quarles & Brady, LLP
TOPIC: Using a Basic Estate Plan to Avoid the Probate Time and Money Pit
SUMMARY: Presentation will highlight what a basic estate plan is, what documents are used, and how to avoid probate. The presentation will also demonstrate how costly and cumbersome a probate matter is by default.
Please complete your online RSVP no later than Thursday, September 12, 2019, (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.
NOTE NEW PRICING: Members: $19.50 / Guests: $28.00
Regular Entrée: Beef Lasagna served with Chef's Selection of Vegetable and Starch/ Vegetarian Entrée: Stuffed Portobello Mushroom with Spinach, Feta, Roasted Peppers, Caramelized Onions and Balsamic Glaze/ 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 $3.00 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
Voices for Children.
Please don't forget to bring some extra cash to participate in this raffle!
Special thanks to this month's TBPA Luncheon Sponsor:
The Grafton Group is a Florida-based, multi-disciplined, private investigation and litigation support firm. We provide exceptional private investigative and case management services. We offer a full range of legal support that is accurate, reliable and most important, timely. All of our private investigators are licensed in compliance with Florida Statutes governing both private investigators, and private investigation agencies.
SPEAKER: MATTHEW LIVESAY, ESQUIRE
SPEAKER'S BIO:
Matt Livesay's practice focuses on estate planning, taxation, business law, and matters involving the administration of trusts and estates. His experience includes formulating comprehensive estate plans for high net worth individuals and families; drafting wills; drafting trusts, including revocable, testamentary, dynasty, GST-planning, and special needs trusts; and other ancillary estate planning documents.
Prior to joining the firm, Matt counseled clients on matters related to estate planning, tax planning, business succession planning, and the administration of trusts and estates for high net worth individuals and families.
Matt's background, including his advanced LL.M. degree in taxation and tax specialty group role in a Big 4 accounting firm, enables him to provide clients with a unique understanding of the issues affecting their succession plans.
Born and raised in suburban Chicago (Arlington Heights), Matt is an avid Chicago sports fan.
Education and Honors
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University of Florida Levin College of Law (LL.M., 2017)
- Master of Laws in Taxation
- University of Florida Levin College of Law (J.D., 2013)
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Florida State University (B.S., cum laude, 2010)
Bar Admissions
Professional and Civic Activities
- The American Bar Association (Tax Section)
- The Florida Bar (Tax, Real Property, Probate, and Trust Law Sections)
- Hillsborough County Bar Association (Member)
