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: Linda Suzzanne Griffin Estate Planning for Married Couples in a World with Portability and the Marital Deduction Business Planning Instructor: Danny Markstein/ Brian Sparks Business Succession Planning for Family Business…
Program 2 Chair: Lou Nostro Advanced Life Insurance Planning Instructor: David Pratt Life Insurance & Estate Planning: Tricks, Traps and Tools PowerPoint Root and Wings: Structuring a Trust to Give Beneficiaries a Chance at Success (Despite Inheriting Money) Instructor: Amy Kanyuk Roots and Wings – Structuring to Give Beneficiaries a Chance at Success, Despite…
Program 3 Chair: Shane Kelley Florida Probate Code, or, Why Probate Might Not Be So Bad After All Instructor: Charlie Nash Sunshine on a Cloudy Day: History and Highlights on the Florida Probate Code Discovery and Expert Witnesses Instructor: Amy Beller Discovery and Expert Witness Issues in Guardianships, Trusts and Estates Discovery and Experts Witnesses…
Program 4 Chair: Tom Karr Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Probate and Trust Jurisdiction, Notice and Due Process Will and Trust Contests Instructor: Barry Spivey Will and Trust Contests Will and Trust Contests PowerPoint “I See Dead People” – Ethics and Malpractice Considerations for a Drafting Lawyer Instructor:…
Program 5 Chair: William Snyder Florida Principal and Income Tax Act Instructor: Jean Coker Gross Income and Tentative Taxable Income Instructor: Lester Law Distributable New 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…
Program 6 Chair: Michael A. Dribin Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 “The Baker’s Dozen” PowerPoint Tax Apportionment Instructor: Trent S. Kiziah Florida Tax Apportionment Statute Florida Tax Apportionment Handout Defending Reporting Positions Instructor: Stephanie Loomis-Price Defending Reporting Positions Defending Reporting Positions PowerPoint Tax Court Procedures Instructor:…
Please click on the items below to download class information: Class Roster 2021-22 Schedule for Class Participants Program 1 Schedule – Sep. 23 Program 2 Schedule – Sep. 24 Program 3 Schedule – Feb. 24 Program 4 Schedule – Feb. 25 Program 5 Schedule – May 6 Program 6 Schedule – May 7 Certificate of…