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 V, 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: 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…

Class V, Program 2

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…

Class V, Program 3

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…

Class V, Program 4

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:…

Class V, Program 5

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…

Class V, Program 6

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:…