Class III, Program 6

Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 PowerPoint Presentation Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Christopher S. Rizek Selected Issues in the Tax Court PowerPoint Tax Court Presentation Penalties Presentation…

Class III, Program 5

Florida Principal and Income Act Instructor: Jean Coker Gross Income and Tentative Taxable Income Instructor: Lester Law Distributable Net Income Instructor: Jean Coker Simple Trusts Instructor: Jean Coker Complex Trusts and Estates Instructor: William Snyder Bequests and IRC Section 663(a) Instructor: Lester Law Distributions In-Kind/Kenan Issues Instructor: William Snyder IRC Section 643(e)(3) and sample problem…

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 III RESOURCES

Please click on the items below to download class information: Class Roster 2017-18 Schedule for Class Participants Program 1 Schedule – Oct. 26 Program 2 Schedule – Oct. 27 Program 3 Schedule – Feb. 1 Program 4 Schedule – Feb. 2 Program 5 Schedule – April 19 Program 6 Schedule – April 20 Certificate of…