Class III, Program 3

Homestead
Instructor: Shane Kelley

• A Primer on Florida Homestead Law
• Kelley’s Homestead Paradigm
• PowerPoint Presentation

Trust Modifications, Decanting, Disclaimers
Instructor: Lauren Y. Detzel

• Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences

Elective Share and Other Statutory Entitlements
Instructor: Debra L. Boje

• Spousal and Family Entitlements Elective Share; Exempt Property and Family Allowance
• PowerPoint Presentation

View from the Bench/ Q&A
Instructor: Honorary Judge Mark A. Speiser

Representing the Individual Trustee
Instructor: Bruce Stone

• Representing Individual Trustees: Questions and Answers 1.0
• Do You Really Want To Be a Trustee? Why?
• ACTEC What It Means To Be A Trustee

Creditor Claims
Instructor: Tami F. Conetta

• Creditor Claims in Probate Proceedings

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