The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
Wills, Trusts and Estates Certification Review Course and Advanced Practice Update

Course Classification: Advanced Level
Live and Webcast Presentation: Friday & Saturday, March 9 - 10, 2012
Hyatt Regency Orlando Airport • 9300 Jeff Fuqua Boulevard • Orlando, Florida 32827 • 407-825-1234 •

Course No. 1345R

Topics include trust administration, extensive coverage on taxes, estate administration, post death planning with portability, pre-death planning, and probate & trust litigation. Those who have applied to take the certification exam may find this course a useful tool in preparing for the exam. It is developed and conducted without any involvement or endorsement by the BLSE and/or Certification committees. Those who have developed the program, however, have significant experience in their field and have tried to include topics the exam may cover. Candidates for certification who take this course should not assume that the course material will cover all topics on the examination.

FRIDAY, March 9

7:30 a.m. – 8:00 a.m.
Late Registrations

8:00 a.m. – 8:05 a.m.
Introduction & Welcome
Deborah Lynn Russell, Naples – Chair
Richard R. Gans, Sarasota – Vice Chair

8:05 a.m. – 8:45 a.m.
Case Law Update
Thomas M. Karr, Miami

8:45 a.m. – 10:00 a.m.
Trust Administration
Richard R. Gans, Sarasota

10:00 a.m. – 10:15 a.m.

10:15 a.m. – 11:30 a.m.
Estate Administration & Probate
Richard E. Warner, Marathon

11:30 a.m. – 12:20 p.m.
Post Death Planning with Portability
Lester B. Law, Naples

12:20 p.m. – 1:30 p.m.
Lunch (on your own)

1:30 p.m. – 3:30 p.m.
Taxes I
Professor David Powell, Tallahassee

3:30 p.m. – 3:45 p.m.

3:45 p.m. – 5:00 p.m.
Taxes II
Professor David Powell, Tallahassee

SATURDAY, March 10

8:30 a.m. – 10:00 a.m.
Taxes III
Professor David Powell, Tallahassee

10:00 a.m. – 10:15 a.m.

10:15 a.m. – 11:45 a.m.
Taxes IV
Professor David Powell, Tallahassee

11:45 a.m. – 1:00 p.m.
Lunch (included in registration fee)
Charles Ian Nash, Melbourne

1:00 p.m. – 2:00 p.m.
Pre-Death Planning
Seth A. Marmor, Boca Raton

2:00 p.m. – 3:00 p.m.
Probate & Trust Litigation
Kimberly A. Bald, Bradenton

3:15 p.m. – 4:15 p.m.
Elective Share & Homestead
Tami F. Conetta, Sarasota

4:15 p.m. – 4:45 p.m.
Board Certification
Robert C. Wilkins, Jr., Maitland


Effective July 1, 2010, 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.

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]


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