Class VI, Program 1

Thursday, October 12, 2023 Program 1 Chair: Amy Beller The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint  Marital Deduction Planning Instructor: Melissa Willms Estate Planning for Married Couples in a World with Portability and the Marital Deduction Marital Deduction Planning PowerPoint  Planning for Retirement Assets/ SECURE Act…

Class VI, Program 2

Friday, October 13, 2023 Program 2 Chair: Lou Nostro GRAT & QPRT Planning  Instructor: Richard Sherrill From Good to GRAT PowerPoint  Planning for the Sunset of the Estate & Gift Tax Exemption Instructor: Jeff Baskies Planning for the Sunset of the Estate & Gift Tax Exemptions PowerPoint Strategic Estate Planning Opportunities Instructor: Mark Parthemer Strategic Tax and…

Class VI, Program 3

Thursday, February 29, 2024 Program 3 Chair: Lee McElroy  Florida Probate Code, or Why Probate Might Not Be So Bad After All Instructor: Charles Nash Sunshine on a Cloudy Day: History and Highlights of The Florida Probate Code Homestead  Instructor: Shane Kelley Update on Florida Homestead Statutes and Case Law Homestead PowerPoint  Elective Share and…

Class VI, Program 4

Friday, March 1, 2024 Program 4 Chair: Thomas 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: James George Will and Trust Contests Will and Trust Contests PowerPoint  Discovery and Expert Witnesses Instructor: Amy Beller Discovery and Expert…

CLASS VI RESOURCES

Please click on the items below to download class information: Class Roster 2023-24 Schedule for Class Participants Program 1 Schedule – October 12 Program 2 Schedule – October 13 Program 3 Schedule – February 29 Program 4 Schedule – March 1 Program 5 Schedule – May 16 Program 6 Schedule – May 17