Class II, Program 3

Program 3 Chair: John C. Moran Florida Probate Code, or, Why Probate Might Not Be So Bad After All Instructor: Charlie Nash Sunshine on a Cloudy Day: History and Highlights of The Florida Probate Code Trust Modifications, Decanting, and Disclaimers Instructor: Lauren Y. Detzel Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences PowerPoint ​Elective Share…

Class II, Program 4

Program 4 Chair: Tom Karr Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction in Probate Will and Trust Contests Instructor: Fletcher Belcher Will and Trust Contests Will and Trust Contests PowerPoint ​“I See Dead People” – Ethics and Malpractice Considerations for a Drafting Lawyer Instructor: William Hennessey I See Dead People I See…

Class III, Program 1

Planning for Retirement/Deferred Compensation Instructor: Bob Kirkland Saving Your Clients Retirement Savings – Recent Developments in EP for Retirement Assets Elder Law/Special Needs Instructor: Bernie Krooks Elder Law and Special Needs Planning Elder Law and Special Needs Planning PowerPoint The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Asset Protection Planning Instructor: Barry…

Class III, Program 2

Status of Tax Reform & Other Current Tax Developments Instructor: Lou Nostro Status of Tax Reform & Other Current Tax Developments Life After Tax Reform Life Insurance Instructor: Mary Ann Mancini Leveraging Premium Payments for Wealth Transfer Lifetime Gifting Instructor: John W. Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* QPRTs and GRATs…

Class III, Program 3

Homestead Instructor: Shane Kelley A Primer on Florida Homestead Law Kelley’s Homestead Paradigm PowerPoint Presentation Trust Modifications, Decanting, Disclaimers Instructor: Lauren Y. Detzel Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences Elective Share and Other Statutory Entitlements Instructor: Debra L. Boje Spousal and Family Entitlements Elective Share; Exempt Property and Family Allowance PowerPoint…

Class III, Program 4

Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction in Probate: Parties, Beneficiaries, Interested Persons, In Rem, In Personam – What Do You Need and How Do You Get It? Will and Trust Contests Instructor: Wm. Fletcher Belcher Will and Trust Contests “I See Dead People” – Ethics and Malpractice Considerations…

Class I, Program 1

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010. The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Marital Deduction and Portability Instructor: Richard Franklin Final with Cite to Steve Leimberg – Jan 2014 Marital Deduction and Portability 9-18-15 v2 Portability and…

Class I, Program 2

QPRTs and GRATS Instructor: Tasha Dickinson 2015 GRAT Article QPRT 2012 Irrevocable Trusts in Connection with Life Insurance Policies and the Use of Private Placement Life Insurance Instructor: Larry Brody Cover Sheet Part I: The Transfer Tax Consequences of the use of Life Insurance in Irrevocable Insurance Trusts Part II: Understanding UL and VUL Policies,…

Class I, Program 3

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010. Homestead Instructor: Shane Kelly A Primer on Florida Homestead Law Homestead Paradigm Probate Code Instructor: John Moran The Florida Probate Code Summary Administration, Ancillary Admin and Intestate Admin Instructor: Sarah Butters Summary, Ancillary and Intestate…