Experienced speakers will present the latest probate updates on such topics as: summary administration; calculating and prosecuting elective share claims; fiduciary positions and conduct in adversary proceedings and probate litigation; rules of judicial estate planning and administration; issues in the digital domain; ethical challenges facing fiduciaries and estate and trust attorneys; planning for elderly clients with competency and undue influence issues; and Artificial Reproductive Technology in practice and theory.
8:00 a.m. – 8:40 a.m.
8:40 a.m. – 8:50 a.m
John C. Moran, West Palm Beach – Program Co-Chair
Paul E. Roman, Boca Raton – Program Co-Chair
8:50 a.m. – 9:40 a.m.
In Summary, There are Problems with Summary Administration
Sarah S. Butters, Tallahassee
9:40 a.m. – 9:50 a.m.
9:50 a.m. – 10:40 a.m.
30% of What?! Calculating and Prosecuting Elective Share Claims
James R. George, Fort Lauderdale
10:40 a.m. – 11:30 a.m.
Fiduciary Positions and Conduct in Adversary Proceedings and Probate Litigation
Jack A. Falk, Jr., Coral Gables
Jerry B. Wells, Daytona Beach
Mark R. Parthemer, Palm Beach
11:30 a.m. – 12:00 p.m.
Notice, Redact, or File? The Rules of Judicial Administration in Probate Practice
Alexandra V. Rieman, Fort Lauderdale
12:00 p.m. – 1:00 p.m.
Lunch (on your own)
1:00 p.m. – 1:40 p.m.
Planners on the Ground, Assets in the Cloud: Estate Planning and Administration Issues in the Digital Domain
M. Travis Hayes, Naples
1:40 p.m. – 2:30 p.m.
Ten Pounds of Duty in a Five Pound Bag: Ethical Challenges Facing Fiduciaries and Estate and Trust Attorneys
William T. Hennessey, III, West Palm Beach
2:30 p.m. – 2:40 p.m.
2:40 p.m. – 3:30 p.m.
“It’s My Property and I Can Do with It What I Want, Dang It!” Planning for Elderly Clients with Competency and Undue Influence Issues
George D. Karibjanian, Boca Raton
3:30 p.m. – 4:20 p.m.
The ART of the Deal: Artificial Reproductive Technology in Practice and Theory
Paul E. Roman, Boca Raton
Michelle Hausmann, Boynton Beach