The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
33rd Annual Attorney Trust Officer Liaison Conference

Course Classification: Intermediate Level
Live Presentation: Friday, June 13 - Saturday, June 14, 2014
Golf Tournament: Thursday, June 12, 2014
The Ritz Carlton Golf Resort, Naples, FL 34109 - (239) 593-2000

Course No. 1705R

The 2014 ATO Conference features outstanding presenters from Florida and beyond who will present on: a) the effective use of directed trusts, b) the roles of the wealth management team and the estate planner, c) portability, d) business development for professionals, e) homestead, f) special trusts for gun owners, g) recent case analysis of fiduciary liability, h) decision making for discretionary distributions, i) professional ethics for the attorney and trust officer in estate planning and administration, j) international estate planning, k) wealth transfer tax developments, l) governing law and trust situs issues, m) Florida case law and legislative update and n) dealing with the tax on trust capital gains by having the gain taxed to the beneficiary.

Thursday, June 12,2014

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

3:00 p.m. - 5:00 p.m.
Hosted by Life Audit Professionals, Flash Drive Sponsor

5:45 p.m. - 7:30 p.m.
Hosted by The Northern Trust Company and Insurance Management Consultants, LLC

Friday, June 13
7:30 a.m. - 8:15 a.m.
Registration and Breakfast
Hosted by SunTrust Banks, Inc.

8:15 a.m. - 8:30 a.m.
Welcome and Announcements
Jack A. Falk, Jr., Miami - Program Chair

8:30 a.m. - 9:10 a.m.
Effective Use of Directed Trusts
Alyssa Feder, Palm Beach (Sponsored by J.P. Morgan Private Bank)

9:10 a.m. - 10:05 a.m.
Roles of the Wealth Management Team and the Estate Planner
Frank T. Adams, Miami
Debra L. Boje, Tampa
Mark Parthemer, Palm Beach

10:05 a.m. - 10:20 a.m.

10:20 a.m. - 11:05 a.m.
Portability-Too Propitiously Practical to Pontificate its Profligate Properties
Richard S. Franklin, Washington DC
(Abbot-Downing, Speaker Sponsor)

11:05 a.m. - 11:50 a.m.
Business Development for Professionals: Top Gun or Daisy Rifle: To Whom Do You Refer?
Lonni B. Cibants, Fort Lauderdale
Laird A. Lile, Naples

Noon - 1:10 p.m.
Hosted by Coral Gables Trust

1:15 p.m. - 1:50 p.m.
Headaches with Homestead
Shane Kelley, Fort Lauderdale

1:50 p.m. - 2:30 p.m.
In Guns We Trust
Gregory Herman-Giddens, Chapel Hill, NC

2:30 p.m. - 2:45 p.m.

2:45 p.m. - 3:25 p.m.
Who Knew? Recent Case Law on Fiduciary Liability
Thomas M. Karr, Miami

3:25 p.m. - 4:10 p.m.
Who Wants to be a Trust Beneficiary? Dynamic Decision Making for Discretionary Distributions
Tami F. Conetta, Sarasota

4:10 p.m. - 5:00 p.m.
Professional Ethics: Oxymoron or Redundancy?
Paul Roman, Boca Raton
Michael D. Simon, West Palm Beach

5:45 p.m. - 7:30 p.m.
Hosted by BNY Mellon Wealth Management and Marsh, Private Client Services

Saturday, June 14
7:30 a.m. - 8:00 a.m.

8:00 a.m. - 8:35 a.m.
How International Estate Planning Makes a Difference
Kevin E. Packman, Miami

8:35 a.m. - 9:40 a.m.
Wealth Transfer Developments
Professor Jeffrey N. Pennell, Atlanta

9:40 a.m. - 9:55 a.m.

9:55 a.m. - 10:40 a.m.
Curing Situs-itis: The Perplexity of Governing Law and Trust Situs
Francis B. Brogan, Jr., Fort Lauderdale
Stacey Cole, Winter Park
James R. George, Fort Lauderdale

10:40 a.m. - 11:30 a.m.
Florida Case Law and Legislative Update
Brian Felcoski, Miami

11:30 a.m. - 12:10 p.m.
Dealing with the 23.8% Tax On Trust Capital Gains by Having the Gain Taxed to the Beneficiary
John Goldsbury, Charlotte, NC


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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