The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
Litigation and Trust Law Symposium 2012

Course Classification: Intermediate Level
Two Live Presentations and Live Webcast Presentation:

Thursday, May 10, 2012 • Hilton Fort Lauderdale Marina • Fort Lauderdale
Hilton Fort Lauderdale Marina • 1881 S.E. 17th Street • Fort Lauderdale, FL 33316 • (954) 463-4000

Friday, May 11, 2012 • Tampa Airport Marriott • Tampa • Live Webcast
Tampa Airport Marriott • 4200 George J. Bean Parkway • Tampa, FL 33607 • (813) 879-5151

Course No. 1349R

This seminar will include topics on the Trustee's duty to account, multi state trusts, homestead in revocable trusts, modifications and reformation of trusts, marital agreements in probate and trust litigation, ethical rules for drafting attorneys, litigating undue influence without the presumption, recent developments in fiduciary surcharge, marrying tax and asset protection in trusts.

8:30 a.m. – 8:50 a.m.

Late Registration

8:50 a.m. – 9:00 a.m.
Welcome and Introduction
Thomas Karr, Miami

9:00 a.m. – 9:30 a.m.
There’s No Getting Around It – The Trustee’s Duty to Account
Sean W. Kelley, St. Augustine

9:30 a.m. – 10:10 a.m.
How Did That Happen? Unintended Results for Multi-State Trusts
Larry Miller, Boca Raton

10:10 a.m. – 10:20 a.m.

10:20 a.m. – 11:00 a.m.
What to Do With Homestead in Revocable Trusts
Rohan Kelley, Fort Lauderdale

11:00 a.m. – 11:50 a.m.
Will the True Intent of the Grantor Be Honored? Modification and Reformation of Trusts
Panel: Mary Karr, Miami – Jack Falk, Miami – John Moran, West Palm Beach

11:50 a.m. – 1:10 p.m.
Lunch (on your own)

1:10 p.m. – 1:40 p.m.
Till Death Do Us Part – Marital Agreements in Probate and Trust Litigation
Eric Virgil, Miami

1:40 p.m. – 2:30 p.m.
You Want to Give Me What? Ethical Rules for Drafting Attorneys
Bill Hennessey, West Palm Beach

2:30 p.m. – 2:40 p.m.

2:40 p.m. – 3:20 p.m.
I’m No Carpenter – Litigating Undue Influence Without the Presumption
J. Richard Caskey, Tampa

3:20 p.m. – 4:00 p.m.
That’s Going to Cost You – Recent Developments in Fiduciary Surcharge
Jamie Pressly, West Palm Beach

4:00 p.m. – 4:50 p.m.
Who Says Arranged Marriages Don't Work – Marrying Tax and Asset Protection in Trusts
Jerry Wolf, Boca Raton


To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

WEBCAST CONNECTION: Live web cast attendees receive course materials and audio via the Internet. Connection instructions will be e-mailed 2 days prior to scheduled course; or contact The Florida Bar Order Entry Department at 850-561-5831 for instructions 2 days prior to the event.

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.

Print the attached PDF brochure for more detailed information.



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]