Wills, Trusts and Estates; Trust and Estate Litigation; Trust and Probate Administration
Laurie Valentine has joined the Wills, Trusts and Estates Department of Battaglia, Ross, Dicus & McQuaid, P.A., where she practiced from 1982 to 1993 and was of counsel 1993 to 1999. She will once again concentrate her practice in the areas of planning for federally taxable estates, will and trust preparation, probate and trust administration, planning for children and future generations (both minors and beyond), charitable gift planning, special needs planning, business succession planning, and guardianship.
From 1994 to September 2017, Ms. Valentine served as Trust Counsel and Chief Operating Officer of the Kentucky Baptist Foundation (KBF) in Louisville, Kentucky. As KBF Trust Counsel, Ms. Valentine administered the trust compliance for the $175 million of endowment, investment management, donor advised fund, charitable gift annuity, and charitable remainder trust accounts managed by KBF; worked with donors and their advisers to develop charitable gift plans to accomplish the donor’s charitable giving objectives; and provided charitable giving expertise to KBF staff and the development staff of the Kentucky Baptist Convention and its related institutions and agencies. As KBF Chief Operating Officer Ms. Valentine coordinated the services of all third-party providers and served as the primary human resource administrator.
During her years in Kentucky, Laurie was active in several local professional associations including service as a volunteer attorney for the Legal Aid Society, Louisville, Kentucky (Outstanding Volunteer Attorney Award 2006) and as a founding member of the Kentucky Planned Giving Council where she served on the board in various leadership roles including as President.
At the national level, Laurie has served on the board of the American Council on Gift Annuities (ACGA) since 2001. Her work on the ACGA board has included serving as Conference Chair for the 2006 Conference on Planned Giving, San Francisco, California; on the Executive Committee since 2008; and as Lead Co-Chair of the board 2017 to 2018.
Laurie has spoken on a variety of estate planning, charitable gift planning, and incapacity planning topics at seminars and conferences sponsored by The Florida Bar, Louisville Bar Association, American Council on Gift Annuities, Crescendo Interactive, and National Catholic Development Conference. She has also written articles and chapters on estate planning, estate administration, estate and gift taxes, and legal ethics for a variety of legal publications.
Laurie lives in St. Petersburg with her husband, Amos. Their one son, Andrew, lives in Tampa.
Awards & Recognitions
Laurie Valentine practices in the areas of Estate Planning, Charitable Gift Planning, Estate and Trust Administration, Business Succession Planning, and Guardianship.
J.D. University of Florida College of Law
B.A. College of Arts & Sciences, University of Florida; Phi Beta Kappa
Associations & Memberships
The Florida Bar
St. Petersburg Bar Association
Suncoast Estate Planning Council
Kentucky Bar Association
Louisville Bar Association
American Council on Gift Annuities (Board
Member 2001 to present; Executive Committee 2008 to present; Lead Co-Chair of the Board 2017-2018)
Partnership for Philanthropic Planning of Tampa Bay
Sunshine Center Elder Law Clinic, a clinic of the Community Law Program (volunteer attorney).