SCHEDULE

Class V of the Florida Fellows Institute includes a total of three two-day sessions:

 

Thursday, September 23, 2021 – Boca Raton
Program 1
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 1 Topics

Friday, September 24, 2021 – Boca Raton
Program 2
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 2 Topics


Thursday, February 24, 2022 – Tampa
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, February 25, 2022 – Tampa
Program 4
Estate and Trust Litigation
PROGRAM 4 Topics


Friday, May 6, 2022 – Orlando

Program 5
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Saturday, May 7, 2022 – Orlando
Program 6
Estate and Gift Tax Returns
PROGRAM 6 Topics