Class IV, 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…

Class IV, Program 2

Program 1 Chair: Lou Nostro Lifetime Gifting Instructor: Randy Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* Probability/Basis Planning Instructor: Amy Kanyuk Basis Banal? Basic? Benign? Bewildering? Portability Basis and Portability PowerPoint GRATs and QPRTs Instructor: Lou Nostro The Design and Asministrations of GRATs and QPRTs The Design, Funding, Administrtion Reporting & Repair…

Class IV, 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…

Class IV, Program 1

Program 1 Chair: Jerry Wolf The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Marital Deduction Planning Instructor: Jill Miller Estate Planning for Married Couples Sample Letter of Wishes Template Sample Letter of Wishes with Instructions Historical and Future Federal Estate Tax Exemptions and Rates ​Business Planning Instructor:…

Class IV, Program 5

Program 5 Chair: William A. Snyder 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 A. Snyder Bequests and IRC Section 663(a) Instructor: Lester Law Distributions In-Kind/Kenan Issues Instructor: William…

Class IV, Program 6

Program 6 Chair: Michael A. Dribin Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Stephanie Loomis-Price The IRS Attack List…

CLASS IV RESOURCES

Please click on the items below to download class information: Class Roster 2018-19 Schedule for Class Participants Program 1 Schedule – Oct. 4 Program 2 Schedule – Oct. 5 Program 3 Schedule – Feb. 6 Program 4 Schedule – Feb. 7 Program 5 Schedule – April 11 Program 6 Schedule – April 12 Certificate of…