CHARLES
F. ROBINSON is a Board Certified Elder Law Attorney
in
Clearwater, Florida, who specializes in Elder Law, including asset protection planning
(Medicaid), incapacity planning,
disability planning, special needs planning, probate, and fiduciary services (trust and
estate administration). He is a
futurist with
special focus on the future of the legal profession.
Education
Charlie received his AA Degree from St. Petersburg Junior College and his
BA and JD degrees from the University of Florida.
Professional Accreditations
- Florida Bar Board Certified Elder Law Attorney
- Certified as a
Civil Circuit Court Mediator by the Florida
Supreme Court.
- Accredited
Investment Fiduciary™ *
* Designation
marks owned by the Center for Fiduciary Studies (Center). These
marks are awarded to individuals who successfully complete the Center’s
initial and ongoing accreditation requirements.
- Certified Trainer in Joel Barker's Implications Wheel.
- Association of Professional Futurists
Honors and Awards
-
Charlie was named a Super Lawyer in the area of Elder Law in the 2008
Florida Super Lawyers and Florida Trend's 2008 Florida Legal Elite.
-
Charlie was awarded the Charlotte Brayer Public Service Award by The
Florida Bar Elder Law Section in 2006 for his outstanding contributions
to the elderly.
-
Charlie was a member of the special Public Policy Task Force that was
awarded the “Outstanding Member Award” by The Florida Bar Elder Law
Section in 2005.
-
Fellow of the American College of Trust and Estate Counsel.
Fellow of the
American Bar Foundation and the Florida Bar Foundation.
Fellow of the
National Academy of Elder Law Attorneys.
Fellow of The College of Law Practice Management.
Charlie was a member
of the Medicaid Task Force that was awarded the “Outstanding Member
Award” by The Florida Bar Elder Law Section in 2004.
Charlie
received the Judge E. Earl Zehmer Award from the Florida Bar for
contributions to legal technology exemplifying commitment to bring the
legal profession into the Information Age.
Charlie
was named one of eight small firm Lawyers of the Year by the newspaper,
Lawyers Weekly USA.
Charlie was the recipient of
the "Outstanding Member" award from the Florida Academy of Elder Law
Attorneys in 1994.
Martindale Hubbell
Charlie has an AV Martindale Hubbell
rating.
Elder Law Presentations
-
"Drafting Special Needs Trusts" for The Florida Bar Real Property,
Probate, and Trust Law Section, Tampa, FL on November 3, 2005, and in Miami on
November 4, 2005.
-
"Special Needs Trust" for the Pinellas County Clerk of
Court, Clearwater, FL, July 2005.
-
"New Multi-Jurisdictional Rule" for the Florida American College of Trust
and Estate Counsel, Manalapan, FL August 2005.
-
“Trends vs. Cycles”
for the Real Property,
Probate and Trust Law Section joint meeting with the Virginia Bar in
Williamsburg, VA, December 2004.
-
“Fiduciary Liability: Preventative Practices and Procedures” for the NAELA
Joint Conference in Colorado Springs, CO, November 2004.
-
"Analysis on the Current
Changes to Medicaid and Update on Task Force" for the Clearwater Bar Elder Law
Section and 2004 Probate Update, Clearwater, FL, February 2004.
-
"Finding the Future of the
Estate Planning Practice: Trends versus Cycles" for the Florida Legal Education
Association Seminar Estate Planning in the Real World 2003, Tampa, FL, October
2003.
-
Panel-"The System-Part
Two, The Doctrine of Worthier Title" for the Special Needs Alliance at Stetson
Law School, St. Petersburg, FL, October 2003.
-
Panel-"Greatest
Generation, Silent Generation, etc" for the National Institute for Senior
Centers at Stetson Law School, St. Petersburg, FL, October 2003.
-
“Business Issues Affecting
Lawyers and Trust Officers” Panel for the Real Property Probate & Trust Law
Section of The Florida Bar 22nd Annual Attorney/Trust Officer Liaison
Conference, Naples, FL, June 2003.
-
"Elder Law Issues 2003"
for the State Senior Concerns Division of the National Federation of the Blind
of Florida, St. Petersburg, FL, May 2003.
-
"Special Needs
Trusts-Tricks & Traps for the Estate Planner" for The Florida Bar Real Property
Probate and Trust Law Section, St. Petersburg, FL, May 2003.
-
“A View to the Future” for the National Academy of
Elder Law Attorneys 2003 Symposium, Miami, FL, May 2003.
-
“Serving as a Fiduciary” for
the National Academy of Elder Law Attorneys 2003 Symposium, Miami, FL, May 2003.
-
“Special Needs Trusts –
Tricks & Traps for the Estate Planner” for the Real Property, Probate & Trust
Law Section of The Florida Bar Probate & Trust Law Seminar, St. Petersburg,
FL, May 2003.
-
“What an Elder Law
Attorney Can Do for You” for the State Federation for the Blind Conference,
St. Petersburg, FL, May 2003.
-
“What Elder Law Can Do for
Me” at the World War Veterans Club, Clearwater, FL, April 2003.
-
“Future of Elder Law” to Professor MA Jackson’s Law Practice Management Class at
Stetson College of Law, March 2003.
-
“What Financial Planners,
Trust Officers, CPA’s & Estate Planning Attorneys Should Know about Elder Law”
for the Pinellas County Estate Planning Council, Clearwater, FL, February
2003."
-
So You Want to Do Ancillary Business" and "Elder
Law Perspective on Ancillary Business" for the Florida Bar Young Lawyers
Ancillary Business Seminar at the Florida Bar Mid-Year meeting, Miami, FL,
January 2003.
-
"Alphabet Soup" for the Florida Bar Real Property,
Probate, and Trust Law Section Probate Round Table meeting, St. Augustine, FL, November
2002.
-
"Medicaid & Eligibility" for Professor Sarah
Williams' class at Stetson Law School November 2002.
-
“Alphabet Soup-MJP, MDP, ABP,
SA- What Does It Mean For Your Practice?” for FLEA The Probate Team 2002 Probate
Code Revisions Seminar, Orlando, FL, October 2002.
-
“Attorney Acting as a
Trustee” to The Special Needs Alliance, St. Petersburg, FL, October 2002.
-
"What Long Term Care Ombudsman Need to Know about
Advance Directives" for the Mid and South Pinellas County LTCOC, Largo, FL,
August 2002.
-
"Protecting Florida's Elderly and Disabled" for
The Florida Bar Real Property, Probate, and Trust Law Section Legislative Update
Seminar, Boca Raton, FL, July 2002.
-
"What
Insurance Agents Should Know about Medicaid Planning" for Amerilife
agents, Clearwater, FL, January 2002.
-
"Ancillary Business Opportunities for the Elder Law Practitioner" for the
Florida Bar at the Mid-year Meeting, Ancillary Business Seminar sponsored
by the Young Lawyers Division and the Special Commission on
Multidisciplinary Practice and Ancillary Business, January
2002.
-
"Special Needs Trusts as Related to the Developmentally Disabled" for the
UPARC Foundation, Clearwater, FL, January 2002.
Elder Law Publications
-
A Directory of
Resources for Alzheimer's Disease and Related Disorders, "Legal
Considerations" by Tampa Bay Regional Planning Council Area Agency on
Aging, 1992, 1994, 1999.
-
The Florida Bar
Administration of Trusts in Florida (2d ed. 1999, 3rd ed. 2001, 4th ed.
2005) "Medicaid Trust
Administration" Chapter, co-authored with Attorney Linda R. Chamberlain.
-
"Elder Law
Defined" Martindale-Hubbell on line 1998.
Elder Law Activities
-
Member of the Florida Medicaid Task Force.
-
Member of the Special Needs Alliance.
-
Member of the
Elder Law Alliance.
-
Member of Florida Chapter of Elder Law
Attorneys.
-
Member of Pinellas County Estate Planning
Council.
-
Member of Clearwater Bar Elder Law
Committee.
-
Member of National
Advisory Committee on Caregiving at Life's End for The Hospice of the
Florida Suncoast.
-
Past Chair of the
Florida Bar Elder Law Section 1997-1998.
-
Elder Law liaison
to and a member of the Executive Council of the Florida Bar Real
Property, Probate, and Trust Law Section.
-
Served for three
years as a member of the American Bar Association Commission on Legal
Problems of the Elderly and continues to serve as a liaison to the
Commission from the American Bar Association Law Practice Management
Section.
-
Member of the Association of Trial Lawyers
of America.
-
Served on the
Florida Guardianship Oversight Board from 1991 until its termination.
-
Facilitated the
first planning retreat for the National Academy of Elder Law Attorneys (NAELA).
-
Member of the
NAELA Board of Directors for four years.
-
Member of the
steering committee of Project Grace, a multidisciplinary think tank
dealing with end of life decision making.
-
Lectures
frequently in Florida and throughout the United States on legal problems
of the elderly and asset protection issues.
Charlie is an active advocate for the older person. He has written
numerous articles on issues dealing with legal problems of the elderly.
Practice Management Activities
-
Board of Trustees
of The Fellows of the College of Law Practice Management
-
Served as a member
of the American Bar Association Coordinating Commission on Legal
Technology 1989-1995
Past Chair of:
-
The American Bar
Association Law Practice Management Section
-
The Florida Bar
Practice Management and Technology Section
-
The Law Office
Management Advisory Committee (LOMAS)
-
The Florida Bar
Committee on Technology
-
The Florida Bar
Special Technology Advisory Committee (1996-1998) to assess the
technology needs of the Florida Bar and make recommendations
Consulting Activities
-
Consultant for law
firms as a principal in Shuey Robinson. He represents the viewpoint of
the solo and small firm attorney.
-
Frequent lecturer
at seminars in Florida and throughout the United States on law practice
management.
-
Numerous articles
discussing technology in the law office.
-
Videos for both
The Florida Bar and the American Bar Association on technology in a law
office.
Local Activities
-
Member of the
Board of Directors of the local Area Agency on Aging Pinellas-Pasco since 1989;
Treasurer 2004; President 2005.
-
Member of the
Professionalism Committee for the 6th Circuit appointed by the Chief
Judge.
-
Member of the
University of South Florida Suncoast Gerontology Center's Development
Board and the Institute on Aging Development Planning Committee of the
University of South Florida.
-
Advisor to the
Board of the Advocare Trust for Developmentally Disabled.
-
Past member of the
Community Advisory Board of the Junior League of Clearwater-Dunedin.
-
1984 graduate of
Leadership Pinellas.
Charlie's bio as a futurist.
Updated 7/28/2008
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