8:50 a.m. – 9:00 a.m.
Welcome and Introduction
Thomas Karr, Miami
9:00 a.m. – 9:30 a.m.
There’s No Getting Around It – The Trustee’s Duty to Account
Sean W. Kelley, St. Augustine
9:30 a.m. – 10:10 a.m.
How Did That Happen? Unintended Results for Multi-State Trusts
Larry Miller, Boca Raton
10:10 a.m. – 10:20 a.m.
10:20 a.m. – 11:00 a.m.
What to Do With Homestead in Revocable Trusts
Rohan Kelley, Fort Lauderdale
11:00 a.m. – 11:50 a.m.
Will the True Intent of the Grantor Be Honored? Modification and Reformation of Trusts
Panel: Mary Karr, Miami – Jack Falk, Miami – John Moran, West Palm Beach
11:50 a.m. – 1:10 p.m.
Lunch (on your own)
1:10 p.m. – 1:40 p.m.
Till Death Do Us Part – Marital Agreements in Probate and Trust Litigation
Eric Virgil, Miami
1:40 p.m. – 2:30 p.m.
You Want to Give Me What? Ethical Rules for Drafting Attorneys
Bill Hennessey, West Palm Beach
2:30 p.m. – 2:40 p.m.
2:40 p.m. – 3:20 p.m.
I’m No Carpenter – Litigating Undue Influence Without the Presumption
J. Richard Caskey, Tampa
3:20 p.m. – 4:00 p.m.
That’s Going to Cost You – Recent Developments in Fiduciary Surcharge
Jamie Pressly, West Palm Beach
4:00 p.m. – 4:50 p.m.
Who Says Arranged Marriages Don't Work – Marrying Tax and Asset Protection in Trusts
Jerry Wolf, Boca Raton
WEBCAST CONNECTION: Live 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.