SCHEDULE

Class V of the Florida Fellows Institute includes a total of three two-day sessions:

Monday, September 14, 2020 – Boca Raton
Program 1
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 1 Topics

Tuesday, September 15, 2020 – Boca Raton
Program 2
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 2 Topics


Thursday, January 28, 2021 – Tampa
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, January 29, 2021 – Tampa
Program 4
Estate and Trust Litigation
PROGRAM 4 Topics


Thursday, May 6, 2021 – Naples
Program 5
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Friday, May 7, 2021 – Naples
Program 6
Estate and Gift Tax Returns
PROGRAM 6 Topics