The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee 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 and Saturday, April 5 - 6, 2013
Hyatt Regency Orlando Airport • 9300 Jeff Fuqua Blvd. • Orlando, FL 32827 • (888) 421-1442

Course No. 1451R


Topics include elective share and homestead, tenants by the entireties and jointly-held assets, estate administration, trust accounting, Florida Principal and Income Act, probate & trust litigation, and extensive coverage on taxes. 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, APRIL 5


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

8:00 a.m. – 8:05 a.m.
Introduction & Welcome
Richard R. Gans, Sarasota – Chair

8:05 a.m. – 9:15 a.m.
Case Law Update
Thomas M. Karr, Miami

9:15 a.m. – 10:30 a.m.
Estate Administration and Probate
Richard E. Warner, Marathon

10:30 a.m. – 10:45 a.m.
Break

10:45 a.m. – 12:00 p.m.
Elective Share and Homestead
Jeffrey A. Baskies, Boca Raton

12:00 p.m. – 1:05 p.m.
Lunch (on your own)

1:05 p.m. – 3:05 p.m.
Taxes I
Professor David Powell, Tallahassee

3:05 p.m. – 3:20 p.m.
Break

3:20 p.m. – 5:00 p.m.
Taxes II
Professor David Powell

SATURDAY, APRIL 6

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

10:00 a.m. – 10:15 a.m.
Break

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

11:45 a.m. – 1:00 p.m.
Lunch (included in registration fee)
Ethics
Guy S. Emerich, Punta Gorda

1:00 p.m. – 2:00 p.m.
Tenants by the Entireties and Jointly-Held Assets
Rex E. Moule, Melbourne

2:00 p.m. – 3:00 p.m.
Trust Accounting, Florida Principal and Income Act
Linda Suzanne Griffin, Clearwater

3:00 p.m. – 4:15 p.m.
Probate & Trust Litigation
Kimberly A. Bald, Bradenton

4:15 p.m. – 4:45 p.m.
Discussion of Board Certified Exam
Robert C. Wilkins, Jr., Maitland

(see attached - format here)


1451-RP-13.pdf1451-RP-13.pdf


ELECTRONIC COURSE MATERIAL NOTICE:
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.



1451
R
18.0
1.5
0.0
0.0
0.0
0.0


18.00
18.0
18.0
18.0
1.5

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]

   

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