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Attorney Profile for
Randy C. Bryan
Background/Education:
Randy is a Florida native, born in Milton, Florida in 1969. He received a Bachelor of Science in Business Administration from Nova Southeastern University in Fort Lauderdale, Florida in 1990. Randy graduated from the University of Miami with a Juris Doctorate degree, cum laude, in May 1993 and served on The University of Miami Law Review, Honor Society of the Bar and Gavel and Moot Court Board. Randy graduated in the top 7% of his class and was awarded the Order of the Coif, a prestigious award for outstanding achievement in law school.
Experience:
Randy’s professional practice is devoted to elder law and trusts and estates matters. He represents individuals and their families in connection with asset preservation planning, supplemental/special needs trusts, Medicaid, planning for disability, estate tax planning, business succession planning, guardianship, wills, trusts and advance directives. As the past President of the Academy of Florida Elder Law Attorneys and the current Co-Chair of the Joint Public Policy Task Force of The Florida Bar Elder Law Section and the Academy of Florida Elder Law Attorneys, Randy works to protect the rights of the state's most vulnerable citizens.
Randy is one of only six attorneys in the State of Florida who has earned the dual designation of Florida Bar Board Certification as an expert in Elder Law as well as in Wills, Trusts and Estates. He has also received the designation of Advanced Wealth-Strategist Planner by the Esperti Peterson Institute for Global Wealth Strategies Planning and Certified SunBridge Master Advisor by the SunBridge Advisor Network. Randy is also a Fellow of the Legacy Builder Institute, a national not-for-profit organization dedicated to educating families and communities how and why to preserve their heritage and perpetuate their legacy.
Prior to starting his law firm in 1999, Randy served on active duty in the United States Navy’s Judge Advocate General’s Corps and worked at a small boutique firm in Winter Park, Florida. Randy continues to serve in the Reserve Component of the Navy JAG Corps, currently serving in the rank of Commander. In May 2008 Randy was recalled to active duty in support of the Global War on Terror for forward deployment to Iraq. Randy served as the Officer-in-Charge of the Detainee Legal Operations Center at Forward Operating Base Camp Buca, Iraq, which held more than 18,000 enemy combatants removed from the battlefield. He supervised a joint office of more than 50 personnel from the Navy, Air Force, Army and Marine Corps. After 7½ months of active duty Randy returned home safely and earned the Defense Meritorious Service Medal for his service.
Professional Affiliations:
The Florida Bar (Member, Sections on: Elder Law (Executive Council 2003-2004; 2008-2009), Real Property, Probate and Trust Law, and Tax Law. Past Member: Military Affairs Committee)
Joint Public Policy Task Force (Co-Chair 2009 – present; Member 2007 – present)
Academy of Florida Elder Law Attorneys (President 2008-2009; Member, Board of Directors; Executive Committee 2004-present)
Alzheimer’s Association, Central and North Florida Chapter (Member, Board of Directors 1999 to present – Chairman of the Board 2001-2004)
InKnowVision Institute for Advanced Wealth Strategies Design
SunBridge Advisor Network and Legacy Builder Network
Fellow, Legacy Builder Institute
National Academy of Elder Law Attorneys
National Network of Estate Planning Attorneys
WealthCounsel
Central Florida Estate Planning Council
Court of Appeals for the Armed Forces
Selected Presentations:
“Homestead Property in Florida: What Every Planner Needs to Know” (Basic Probate, Guardianship and Elder Law 2010, Florida Bar Continuing Legal Education Committee and the Young Lawyer Division, Fort Lauderdale and Tampa, February, 2010)
“Roth IRA Conversions: Are you Prepared for the Hottest New Planning Opportunity?” (Financial Planning Association of Central Florida, Orlando, Florida, October 2009)
“Integrating Business Succession Planning with Personal Estate Planning” (Central Florida Institute of Certified Public Accountants, Orlando, Florida, July 2009)
“Florida’s Implementation of the Deficit Reduction Act and its Impact on Medcaid/Long-Term Care Asset Protection Planning” (Central Florida Institute of Certified Public Accountants, Orlando, Florida, November 2007)
“Introduction to Trusts” and “Special Needs Trust Drafting” (United States Navy Judge Advocate General’s Corps Advanced Estate Planning Course, Naval Justice School, Newport, Rhode Island, September 2007)
“Current Issues in Elder Law” (National Network of Estate Planning Attorneys, Indianapolis, Indiana, April 2007)
“Preserving a Family Legacy” (Central Florida Institute of Certified Public Accountants, Orlando, Florida, March 2007)
“2006: A Year in Review and Legal Update” (Central Florida Financial Planners Association, Orlando, Florida, March 2007)
“Understanding the Impact of DRA 2005 for Financial Advisors and Insurance Professionals” (2007 Palm Beach Financial Symposium and Expo, Palm Beach, Florida, March 2007)
“Estate Planning – Planning Ahead with the Appropriate Legal Documents” (Elder Law Board Certification Review Course, Florida Bar, January 2007)
“Drafting Special Needs Trusts, an Overview of the Deficit Reduction Act of 2005 and Effective use of Advance Directives” (United States Navy Judge Advocate General’s Corps Advanced Estate Planning Course, Naval Justice School, Newport, Rhode Island, September 2006)
“Putting the Deficit Reduction Act of 2005 into Practice – New Opportunities in Medicaid/Long-Term Care Asset Protection Planning” (National Network of Estate Planning Attorneys, Indianapolis, Indiana, May 2006)
“Special Needs Trust Planning – What Are The Options and How Do They Work?” (Florida Education Forum, Siesta Key, Florida April 2006)
“Overview of the Medicaid changes contained in the Deficit Reduction Act of 2005 (Orange County Bar’s Elder Law Committee, Orlando, Florida, April 2006)
“Key Issues to Consider in the Selection of a Business Entity” (Central Florida Institute of Certified Public Accountants, Orlando, Florida, November 2005)
“Understanding and Implementing Medicaid/Long-Term Care Asset Protection Planning in your Elder Law Practice” (A 2-day intensive course for attorneys. National Network of Estate Planning Attorneys, Scottsdale, Arizona, September 2005)
“Design and Drafting of Special Needs Trusts – Which Trust, Why and How do they Work?” (United States Navy Legal Assistance Officer Training Course, Naval Justice School, Newport, Rhode Island, July 2005)
“The Importance of Advance Directives and Powers of Attorney in an Estate Plan” (United States Navy Legal Assistance Officer Training Course, Naval Justice School, Newport, Rhode Island, July 2005)
“The Poorer Spouse Funding Technique – Use of Powers of Appointment to Fully Utilize the Federal Estate Tax Exemption in Smaller Estates” (National Network of Estate Planning Attorneys, Indianapolis, Indiana, March 2005)
“Elder Law Issues for Financial Advisors and Insurance Professionals” (Society of Financial Service Professionals, Palm Beach County Chapter, West Palm Beach, Florida – January 2005)
“Medicaid Eligibility: Resources, Requirements and Strategies” (Florida Institute of Certified Public Accountants, Florida Institute on Federal Taxation Conference, Orlando, Florida – November 2004)
“A Legal & Financial Perspective on Alzheimer’s for Today & Tomorrow” (O’Gara Library Educational Series, Alzheimer’s Association, Orlando, Florida 2004 - 2006)
“Practicum II” – an intense three-day course for lawyers focusing on the integration of the following advanced techniques into an estate plan: retirement plan benefits under the final regulations; irrevocable life insurance trusts, generation skipping transfer tax planning techniques and Medicaid and elder law related issues. (National Network of Estate Planning Attorneys, Denver, Colorado July 2004)
“Practicum I” – an intense three-day course for lawyers focusing on counselling and drafting issues for the foundational estate planning documents: living trusts, wills, powers of attorney, health care powers of attorney and living wills. (National Network of Estate Planning Attorneys, Indianapolis, Indiana May 2004)
“Medicaid Eligibility: Resources, Requirements and Strategies” (Florida Bar Elder Law Section, Tampa, Florida April 2004)
“Elder Law Issues Affecting the Military” (Navy Legal Service Office Southeast, Jacksonville, Florida, January 2004).
“Legal Issues Affecting Those Diagnosed with Alzheimer’s Disease” (Alzheimer’s Association EASE Program, Orlando, Florida, 2002 - 2006).
“Use of Personal Service Contracts in Medicaid Planning” (Facilitator, Academy of Florida Elder Law Attorneys UnProgram, December 2003).
“Integrating Retirement Plans with Medicaid Planning” (Facilitator, Academy of Florida Elder Law Attorneys UnProgram, December 2003).
“Advanced Directives and Health Care Decision Making” (Winter Park Presbyterian Church, Winter Park, Florida, November 2003).
“Long-Term Care Asset Protection Planning” (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2003).
“Advanced Medicaid Planning Issues” (National Network of Estate Planning Attorneys, Las Vegas, Nevada, October 2003).
“Advanced Directives and Health Care Decision Making” (Third Annual Forum on Death and Dying: Central Florida Partnership to Improve End-of-Life Care, Orlando, Florida, October 2003).
“Legal Issues Affecting Those Diagnosed with Alzheimer’s Disease” (Alzheimer’s Resource Center, Orlando, Florida, October 2003).
“Update on Legal Issues Affecting the Elderly” (The Florida Conference on Aging, Orlando, Florida, August 2003).
“Medicaid and Elder Law Issues in Florida” (Lorman Education Services, Orlando, Florida, July 2003).
“The Basics of Medicaid Planning” (National Network of Estate Planning Attorneys, Orlando, Florida, April 2003).
“Estate Planning Design Strategies” (National Network of Estate Planning Attorneys, Orlando, Florida, April 2003).
“The Truth About Estate Planning” (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2002).
“Special Needs Planning Issues” (Center for Autism and Related Disorders, University of Central Florida, Orlando, Florida – multiple occasions).
“Florida’s New Elective Share” (Florida Education Forum, Tampa, Florida, 2002).
“Medicaid Planning and Practice Development” (Co-Presenter – 2 Day Workshop, National Network of Estate Planning Attorneys, Denver, Colorado, July 2002).
“Estate Planning for Your Pets” (National Network of Estate Planning Attorneys, Reno, Nevada, April 2002).
“Overview of Medicaid in Florida” (Florida Education Forum, Fort Lauderdale, Florida, 2002).
“Maximizing Your Retirement Plan Benefits” (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2001).
“Maximizing Your Retirement Plan Benefits” (Lorman Education Services, Orlando, Florida, September 2001).
“Medicaid Eligibility in Florida” (National Business Institute, Orlando, Florida, December 2000).
“Estate Planning and Elder Law Issues” (Learning Institute for Elders at University of Central Florida, Orlando, Florida, November 2000).
“Opportunities in Estate Planning for Certified Public Accountants and Financial Advisors” (Orlando, Florida – multiple occasions 1999 - 2006).
Radio/ Television:
“Dollars and Sense” (Guest on Laura Hawley’s radio show to discuss unique issues affecting the “Sandwich Generation”, WLKF AM 1430, Lakeland, Florida, July 2009)
“Dollars and Sense” (Guest on Laura Hawley’s radio show to discuss the benefits, pitfalls and timing issues concerning the new Medicare Part D Prescription Drug Program, WLKF AM 1430, Lakeland, Florida March 2006)
“Dollars and Sense” (Guest on Laura Hawley’s radio show to discuss important issues concerning disability planning and long-term care, WLKF AM 1430, Lakeland, Florida January 2006)
“Survive and Thrive” (Guest on Jack Taylor radio show to discuss unique issues facing small business owners on estate planning and elder law that affect their bottom line, WORL AM 660, Orlando, Florida, June 2005)
“From Here to Eternity” (Co-Host of weekly radio show on estate planning and elder law issues, WORL AM 660, Orlando, Florida, 2002-2003).
Personal:
Randy has been married to his wife, Laura, for 15 years, has a thirteen-year-old daughter, Brooke, a eleven-year-old daughter, Cassidy, and a six-year-old son, Bradley. In his spare time he enjoys spending time with his family.
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