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…

Class I, Program 4

Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction For Probate and Trust Proceedings Will and Trust Contests Instructor: Fletcher Belcher Will and Trust Contests           Fiduciary Liability and More: Construction, Modification and Reformation of Testamentary Instructor: Jack Falk Fiduciary Liability and More Discovery and Expert Witnesses Instructor: James G. Pressly,…

Class I, Program 6

Coordination with Form 1041 During Estate/Trust Administration Instructor: Mickey Davis Income Taxation of Trusts and Estates Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 Form 706 Instructions for Form 706 Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute State Tax Apportionment Statutes Preemption of Federal Tax Recovery Provisions…