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:…
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:…
Program 2 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…
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…
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…