The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
32nd Annual Attorney Trust Officer Conference

Course Classification: Intermediate Level
Live Presentation: Friday, June 14 - Saturday, June 15, 2013
Golf Tournament: Thursday, June 13, 2013
The Beakers - 1 South County Road - Palm Beach, FL 33480 - (561) 655-6611

Course No. 1462R

This Seminar will cover the following topics: Estate Planning for Second Marriages, The Most Despised Trust Provisions, Firing a Client-The Roach Motel of Ethics, Estate Planning for Special Individuals, A Potpourri for Changing Trust Terms, Planning for Same Sex Couples, Legislative Update, Professionalism and Ethics for Lawyers and, Post Mortem Estate Planning and Avoiding, Setting Attorneys’ and Fiduciaries’ Fees and Getting Paid, Gifts to Lawyers and Fiduciaries, Recent T&E Florida Case Law, and Wealth Transfer Developments.

Thursday, June 13

11:00 a.m. – 5:15 p.m.
Twenty-Fourth Annual Scramble Golf Tournament and Lunch – Hosted by Wells Fargo Private Bank

3:00 p.m. – 5:00 p.m.
Registration – Hosted by Christiana Bank, Flash Drive Sponsor

5:45 p.m. – 7:30 p.m.
Reception* – Hosted by the U.S. Trust, Reception and Presenting Sponsor for the Conference

Friday, June 14

7:30 a.m. – 8:15 a.m.
Late Registration and Breakfast – Hosted by SunTrust Banks, Inc.

8:15 a.m. – 8:30 a.m.
Welcome and Announcements
Jack A. Falk, Jr., Coral Gables – Program Chair

8:30 a.m. – 9:10 a.m.
I Do, Act II: Planning It Right the Second Time Around
Elaine M. Bucher, West Palm Beach

9:10 a.m. – 10:05 a.m.
Say What You Mean, Mean What You Say: The Most Despised Trust Provisions
George W. Lange, Tampa
Jennifer Robinson, Fort Lauderdale
Jerome L. Wolf, Boca Raton

10:05 a.m. – 10:20 a.m.

10:20 a.m. – 11:20 a.m.
Firing a Client – The Roach Motel of Ethics
Richard E. Warner, Marathon

11:20 a.m. – 11:55 a.m.
The DNA of Drafting – Planning Considerations for Unique Circumstances
Melissa L. Barnhardt, Fort Lauderdale
Deborah P. Goodall, Boca Raton

12:00 p.m. – 1:10 p.m.
Lunch/DiscussionHosted by Coral Gables Trust

1:15 p.m. – 1:50 p.m.
Alternative Dispute Resolution
David R. Carlisle, Miami

1:50 p.m. – 2:45 p.m.
Modifying Trusts: The Whys, The Hows and the How Nots
Debra L. Boje, Tampa
Mark T. Middlebrook, Jacksonville
Charles I. Nash, Melbourne
George Cotto, Jacksonville

2:45 p.m. – 3:00 p.m.

3:00 p.m. – 3:30 p.m.
The Supreme Court and DOMA: Will DOMA be Knocked Out?
George D. Karibjanian, Boca Raton

3:30 p.m. – 4:00 p.m.
Legislative Update
Barry F. Spivey, Sarasota

4:00 p.m. – 5:00 p.m.
The Estate Planning Team: Do We Play By the Same Rules?
Hugh MaGill, Chicago
Bruce M. Stone, Coral Gables

5:45 p.m. – 7:30 p.m.
Reception* Hosted by BNY Mellon Wealth Management and Life Audit Professionals

Saturday, June 15

7:30 a.m. – 8:00 a.m.

8:00 a.m. – 8:40 a.m.
Post Mortem Estate Planning – To Err is Human; To Forgive Can be Expensive
Michael Mariani, New York

8:40 a.m. – 9:35 a.m.
Setting Attorneys’ and Fiduciaries’ Fees and Getting Paid
Sandra F. Diamond, Seminole
Lester B. Law, Naples
Donald R. Tescher, Boca Raton

9:35 a.m. – 10:10 a.m.
Avoiding the South Indian Monkey Trap: The Ethics of Client Gifts
William T. Hennessey III, West Palm Beach

10:10 a.m. – 10:25 a.m.

10:25 a.m. – 11:20 a.m.
Recent Trust & Estate Florida Case Law
Steven L. Hearn, Tampa

11:20 a.m. – 12:25 p.m.
Wealth Transfer Developments
Professor Sam Donaldson – Sponsored by Fiduciary Trust International

*Spouse or significant other (1) welcome to attend receptions if registered and paid

12 hours of CE for the Certified Financial Planner (CFP) has been awarded to this course.

Law firm and CPA firm Conference Sponsors: Alpern Rosenthal; Bilzin Sumberg Baena Price & Axelrod LLP; Cummings & Lockwood, LLC; Duane Morris LLP; Dunwody White & Landon, P.A.; Elizabeth Dunn, CPA; Goldman Felcoski & Stone P.A.; Gutter Chaves Josepher Rubin Forman Fleischer & Miller, P.A.; Gunster; Harper Meyer Perez Hagen O'Connor Albert & Dribin LLP; Holland & Knight, LLP; Kaufman Rossin & Co.; Shutts & Bowen, LLP; Quarles & Brady LLP.

Special thanks to these individuals for their dedicated service to the Conference: Fiduciary Co-Chairs: Biggs Knauer and Sharon DaBrusco; Vice Chairs: Deborah Russell, Patrick Lannon and Laura Sundberg. Speaker coordinators: Mitchell Hipsman and Tattiana Brenes-Stahl. Program materials: Patrick Lannon. Fiduciary sponsorship coordinators: Laura Sundberg, Robert Bulloch, Robin King and Marina Nice. Attorney/CPA Sponsorship: Sharon DaBrusco, Biggs Knauer, Chuck Runge and Jeff Cowley. Participant initiatives: Paul Roman and Brandon Pratt. Exhibitors: Lonni Cibants, Deborah Russell. Social network: Brandon Pratt and Daniel Fleisher.

Special thanks to the Presenting Sponsor: U.S. Trust


Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video Dvds. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.


Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).

*** Live ** Videotaping Session * Videotaped Replay

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[Revised: 06-01-2008]


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