SCHEDULE

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

Thursday, October 12, 2023 – Boca Raton
Program 1
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 1 Topics

Friday, October 13, 2023 – Boca Raton
Program 2
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 2 Topics

Thursday, February 29, 2024 – Tampa
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, March 1, 2024 – Tampa
Program 4
Estate and Trust Litigation
PROGRAM 4 Topics

Thursday, May 16, 2024 – Naples

Program 5
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Friday, May 17, 2024 – Naples
Program 6
Estate and Gift Tax Returns
PROGRAM 6 Topics