Class II, 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 ​Elective Share…

Class II, 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 People I See…

Class II, Program 6

Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Defending Reporting Positions and Tax Court Procedures Instructor: Stephanie Loomis-Price Tips for Transporation Through Trial: A Tour Through Tax Court Procedures Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests Additonal…

Class I, Program 1

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010. The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Marital Deduction and Portability Instructor: Richard Franklin Final with Cite to Steve Leimberg – Jan 2014 Marital Deduction and Portability 9-18-15 v2 Portability and…

Class I, Program 2

QPRTs and GRATS Instructor: Tasha Dickinson 2015 GRAT Article QPRT 2012 Irrevocable Trusts in Connection with Life Insurance Policies and the Use of Private Placement Life Insurance Instructor: Larry Brody Cover Sheet Part I: The Transfer Tax Consequences of the use of Life Insurance in Irrevocable Insurance Trusts Part II: Understanding UL and VUL Policies,…

Class I, Program 3

Please note: You can access these files electronically during class by using the free “StetsonGuest” wifi and the password Sojourner2010. Homestead Instructor: Shane Kelly A Primer on Florida Homestead Law Homestead Paradigm Probate Code Instructor: John Moran The Florida Probate Code Summary Administration, Ancillary Admin and Intestate Admin Instructor: Sarah Butters Summary, Ancillary and Intestate…

Class I, Program 4

Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction For Probate and Trust Proceedings Will and Trust Contests Instructor: Fletcher Belcher Will and Trust Contests           Fiduciary Liability and More: Construction, Modification and Reformation of Testamentary Instructor: Jack Falk Fiduciary Liability and More Discovery and Expert Witnesses Instructor: James G. Pressly,…

Class I, Program 6

Coordination with Form 1041 During Estate/Trust Administration Instructor: Mickey Davis Income Taxation of Trusts and Estates Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 Form 706 Instructions for Form 706 Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute State Tax Apportionment Statutes Preemption of Federal Tax Recovery Provisions…