September's Casual Cocktail Conversations
September’s Casual Cocktail Conversations
For more than forty years, Paul Grant Truesdell has been having conversations with tens of thousands of Florida residents about estate planning. His approach is different from what many expect. There is no rushing through the material, no talking over the heads of attendees, and no talking down in a way that leaves people confused. Unlike the fifteen-minute “in and out” sessions some lawyers are known for, Paul takes the time to explain the essentials thoroughly and clearly. Every conversation begins with a short video that introduces basic terms and concepts. By the time people arrive, they already understand the foundation, which makes the discussion more productive and relaxed.
This is not a lecture. It is a conversation. Attendees can ask Paul anything—he calls it APA, Ask Paul Anything. Whether it is about distribution provisions, selecting agents, understanding trustee responsibilities, or working through probate and trust administration, nothing is off limits. Paul goes into real detail and provides clear explanations of how estate documents actually work. He also highlights the services offered by his wife, attorney Kellean K. Truesdell, through her practice, K. Truesdell, P.A., also known as Truesdell Law. Together, they cover the legal and practical sides of planning so families can feel confident about their future.
Paul will also bring another perspective into these sessions. On September 28, he will connect estate planning with a broader topic: national security and the role of the U.S. Navy. He begins with John Paul Jones, the father of the Navy, whose personal history and determination in the 1700s remind us of the resilience and clarity needed today. From those early days of naval warfare to the modern importance of protecting global commerce, Paul will explain why the Navy remains the backbone of security. Its influence reaches into every retiree’s life, from the safety of trade routes that keep goods flowing to the stability of financial markets that support retirement portfolios. These connections are rarely explained, and Paul’s way of connecting the dots is something attendees say they have never heard before.
September’s Casual Cocktail Conversations are designed to be engaging, thought-provoking, and useful. Attendees enjoy a couple of drinks, light snacks, and a relaxed setting while gaining clarity on issues that matter deeply to them and their families.