Events



Upcoming events

    • Thursday, September 19, 2019
    • 11:45 AM - 1:00 PM
    • The Tampa Club, 42nd Floor, 101 E. Kennedy Blvd., Tampa, FL
    Register

     

    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

    • 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)
    • Florida State University (B.S., cum laude, 2010)
      • Major: Accounting

    Bar Admissions

    • Florida

    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)
    • Saturday, October 19, 2019
    • 9:00 AM - 1:00 PM
    • Hillsborough County Bar Association - 1610 North Tampa Street, Tampa, FL 33602
    Registration is closed

    Wills For Heroes at the Hillsborough County Bar Association - Chester Ferguson law center located at 1610 North Tampa Street, Tampa, FL 33602.

    Most of you have participated several times and you are awesome!  For those that are new to participating, the clinic is for First Responders. You can come for an hour or stay for 4 hours. We are witnesses to the documents being drafted by the attorneys and also notarize the documents. We also staff a sign-in table for the First Responders and assist them with any questions they might have about the forms.

    Bring your Notary stamp, or just your pen; we need witnesses as well as notaries to support the next Wills for Heroes. We meet between 9:00 a.m. and 10:00 a.m. at the Hillsborough Bar Association, Chester H. Ferguson Law Center, 1610 N. Tampa St., Tampa FL 33602. More info at: http://www.hillsbar.com/?page=WillsForHeroes. 

    If you are available and would like to participate, please contact TBPA's Pro Bono Chair by email at probono@tbpa.org.

    • Friday, November 01, 2019
    • 8:00 AM - 5:00 PM
    • Hilton Carillon Park, 950 Lake Carillon Drive, St. Petersburg, FL 33716
    • 80
    Register

     

    REGISTRATION FOR TBPA'S 2019 ANNUAL SEMINAR

    IS NOW OPEN!


    RESERVE YOUR SEAT NOW BEFORE WE SELL OUT!!!


    **REGISTRATION IS NOW AVAILABLE AT THE RATE OF $150.00 FOR MEMBERS AND $170.00 FOR NON-MEMBERS**

    **Registration ends October 25, 2019**

    (Payment must be received within 10 days of registration date. If payment is not timely received, your registration may be cancelled.)

    (NOTE: If you are not planning on attending and do not wish to receive future emails related to registering for this year's Annual Seminar, please click the "not attending" button and your email will be removed from the distribution list for this event.)


    AFTER YOU REGISTER FOR THE ANNUAL SEMINAR, MAKE SURE TO ALSO

    REGISTER TO ATTEND TBPA's 20th ANNIVERSARY CELEBRATION HERE!

    We invite you to register for and attend TBPA's Annual Seminar on Friday, November 1, 2019,  at the beautiful Hilton Carillon Park located at 950 Lake Carillon Dr., St. Petersburg, FL 33716, just over the Howard Frankland Bridge off the Ulmerton Road exit. **Valet parking included.**

    Celebrating 20 years of service to the Tampa Bay paralegal community, TBPA's 2019 Annual Seminar will offer topics and speakers to bring you updates in practice areas as varied as our community.  This year's presentations will cover standards in handling hazardous drugs, asset protection, prenups and postnups, replevins, the business of music, real estate transactions and of course, ethics. Please join us in this opportunity to update your daily practice and expand your knowledge base.

      
    SPEAKERS AND TOPICS: 
    • Charles Gonzalez, Pharmacist - New Standards of Practice to Protect Healthcare Workers Handling Hazardous Drugs: Duty or Defense?
    • Natalie Roberts, Esquire - Asset Protection Benefits of Estate Planning Instruments and the Limits of Those Protections 
    • Jennifer E. Murphy, Esquire - Prenuptial & Postnuptial Agreements - Who Needs Them & Why
    •       
    •      
    • Honorable Judge Claudia Isom - Celebrating You! (ETHICS)
    • Amy E. Stoll, Esquire -Dude, Where's My Car? - Obtaining a Writ of Replevin
    • Paul Quin, Esquire - The Business of Music
    • William "Bill" Boyce, Esquire - Real Estate Transactions in the "E" World (TECHNOLOGY ) 

    The day includes 7 CLE credits, including one (1) ethics credit and one (1) technology credit.

    EARLY-BIRD REGISTRATION open until August 15, 2019 - $135.00*

    Member Registration beginning August 16, 2019 - $150.00*

    Non-Member Registration beginning August 16, 2019 - $170.00*

    Payment May be Made Online at www.tbpa.org or Mailed to:   

    Tampa Bay Paralegal Association, Inc., P.O. Box 2840, Tampa, FL 33601

    Registrations must be received by October 25, 2019 to ensure availability. Late registrations will not be accepted.  

    PLEASE NOTE PAYMENT IS DUE WITHIN 10 DAYS OF REGISTRATION, AND NO LATER THAN FRIDAY, OCTOBER 25, 2019, OR YOUR REGISTRATION MAY BE CANCELLED FOR LACK OF PAYMENT!

    *A cancellation fee of $20.00 will apply to all refunds. NO REFUNDS WILL BE MADE AFTER 10/1/2019. *Valet Parking is now included in registration fee.

    NOTE: TBPA has secured twenty-one (21) vendors who will be exhibiting at the Seminar! Be sure to register so you can network with these vendors and learn what they have that's new and exciting as these business partners continue to support TBPA and the paralegal profession!

    Already registered but unable to attend? Upon request, TBPA will send you a seminar DVD with video and materials, approximately 6 to 8 weeks after the seminar, so that you may still receive your CLE credits.

    TBPA reserves the right to cancel this event for any unforeseeable circumstance, change speakers, topics or schedule without notice.



    TBPA is excited to announce that, in lieu of the traditional Social Networking Hour, we'll be hosting a 20th Anniversary Celebration after the Seminar and we look forward to everyone attending the event and celebrating this milestone with us!

    AFTER YOU REGISTER FOR THE ANNUAL SEMINAR, MAKE SURE TO ALSO

    REGISTER TO ATTEND THE ANNIVERSARY CELEBRATION HERE!

    TBPA will be holding a 50/50 raffle to benefit

    "PACE Center for Girls" 

           Please don't forget to bring some extra cash to participate in this raffle!
    At Pace Center for Girls, we have developed a nationally recognized, research-based non-residential program model that features a balanced emphasis on academics and social services, with a focus on the future for middle and high-school aged girls and young women. The foundation of Pace is our gender-responsive culture where we provide a safe environment that celebrates girls. Pace offers services that take into account how girls learn and develop and our supportive staff members respond to and celebrate each girl’s strengths and challenges. The holistic, strength-based, and asset building Pace program model addresses the needs of girls and has garnered recognition nationally as one of the most effective programs in the country for keeping girls from entering the juvenile justice system.

    Image result for SILENT AUCTION

    STAY TUNED FOR MORE INFORMATION ON SILENT AUCTION ITEMS WHICH WILL BE UP FOR BID DURING THE 2019 ANNUAL SEMINAR -

    WINNERS WILL BE ANNOUNCED AFTER THE LAST SPEAKER'S PRESENTATION!

    PROCEEDS OF THE SILENT AUCTION WILL BENEFIT AND BE DISTRIBUTED AMONG TBPA'S 2019 CHARITABLE ORGANIZATIONS AT OUR 2019 HOLIDAY LUNCHEON!

    Please don't forget to bring some extra cash OR your credit/debit card to participate in the Silent Auction!  Checks will not be accepted. 

    The highest bids must be paid in full at the end of the auction! 

    Thank you to our 2019:

    GOLD SPONSORS:

     

     

     

     

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    Thank you!    

    Valerie Cisco, FRP & Barbara O'Shaughnessy, FRP

    Seminar Co-Chairs
    seminar@tbpa.org
         
                  

    • Friday, November 01, 2019
    • 5:00 PM - 6:00 PM
    • Hilton Carillon, N. St. Petersburg, FL
    • 95
    Register

    REGISTRATION FOR

    20TH ANNIVERSARY CELEBRATION ONLY!

       

    REGISTRATION FOR THE 20TH ANNIVERSARY CELEBRATION EVENT TO BE HELD AFTER THE 2019 ANNUAL SEMINAR IS NOW OPEN TO ATTENDEES, SPEAKERS, SPONSORS AND EXHIBITORS OF TBPA'S ANNUAL SEMINAR!  

        

    YOU MUST FIRST REGISTER FOR THE SEMINAR 

    AND THEN YOU MAY REGISTER FOR THE 20TH ANNIVERSARY CELEBRATION OR YOUR REGISTRATION TO THE CELEBRATION EVENT WILL BE CANCELLED.


     

     

     



    Thank you!

       

    Valerie Cisco, FRP & Barbara O'Shaughnessy, FRP
    Seminar Co-Chairs
    seminar@tbpa.org
                       

TBPA is a voluntary professional association and does not make any representation, endorsement or guarantee as to the quality, reliability, competency, accuracy, business practice/standards/ethics, or professionalism of any member of TBPA.  TBPA does not conduct background checks or any other form of due diligence on any person or business applying for membership with TBPA.

 



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