The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Tax Section present
Transfer Tax Idols: Season 4

Course Classification: Advanced Level
Live Presentation and Webcast: Friday, May 4, 2012
PGA National Resort & Spa • 400 Avenue of the Champions • Palm Beach Gardens, FL 33418 • 800-633-9150

Course No. 1350R


This seminar is an advanced conference that covers such topics as: What Your Mother Never Told You About Powers of Appointment: A Most Flexible Estate and Financial Planning Tool; Using Taxes to Settle Trusts and Estates Disputes; Capital Update - What’s Happening in Washington; I Do, Act II: Planning it Right the Second Time Around; and Grantor Trusts: Burning Questions (and Even Hotter Answers) About Grantor Trusts.



8: 10 a.m. – 8:50 a.m.

Late Registration

8:50 a.m. – 9:00 a.m.
Opening Remarks & Introduction
Lauren Y. Detzel, Orlando
David Pratt, Boca Raton
Donald R. Tescher, Boca Raton

9:00 a.m. – 10:30 a.m.
What Your Mother Never Told You About Powers of Appointment: A Most Flexible Estate and Financial Planning Tool
Jonathan Blattmachr, New York, NY

10:30 a.m. – 10:45 a.m.
Networking Break

10:45 a.m. – 12:00 p.m.
Using Taxes to Settle Trust and Estate Disputes
Joshua Rubenstein, New York, NY

12:00 p.m. – 1:30 p.m.
Lunch (Sponsored by Bessemer Trust)
Capital Update - What’s Happening in Washington
Ronald Aucutt, Tysons Corner, VA

1:30 p.m. – 2:45 p.m.
I Do, Act II: Planning it Right the Second Time Around
Elaine M. Bucher, Boca Raton

2:45 p.m. – 3:00 p.m.
Networking Break

3:00 p.m. – 4:15 p.m.
Grantor Trusts: Burning Questions (and Even Hotter Answers) About Grantor Trusts
Samuel A. Donaldson, Seattle, Washington

4:15 p.m. – 4:30 p.m.
Questions and Answers

1350-TX-12.pdf1350-TX-12.pdf





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.

WEB CAST CONNECTION:
Live audio 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.

ELECTRONIC COURSE MATERIAL NOTICE:
Every CLE course will feature an electronic course book in lieu of a printed book for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video DVDs. This searchable, downloadable, printable material will be available via e-mail several days in advance of the live course presentation or thereafter for purchased products. We strongly encourage you to purchase the book separately if you prefer your material printed but do not want to print it yourself. Effective July 1, 2010.

Print the attached PDF brochure for more detailed information.



1350
R
8.5
0.0
0.0
0.0
0.0



8.50
8.5
8.5
8.5

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]