The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
TRIM Those Taxes: A Primer in Contesting Ad Valorem Taxes

Course Classification: Intermediate Level

Telephonic Seminar: Thursday, September 8, 2011
12:00 noon – 2:05 p.m. Eastern Standard Time

Course No. 1398R

2011 TRIM Notices are out and property taxes don't seem to be declining at the same rate as property values, so what can you or your clients do about this? This program is intended to provide a timely "primer' for new attorneys or a refresher for more experienced real estate practitioners on evaluating and challenging ad valorem tax assessments and the resulting taxes for yourself or your clients, as property owners, and to attempt to de-mystify the appraisal and appeal process by providing an overview of the Value Adjustment Board (VAB) and the appeal processes for contesting unacceptable assessments, exemptions or classifications of the properties being taxed. The speakers for this program have many years of experience in these matters both as private practitioners representing property owners as well as serving as a Special Magistrate for and Special Counsel to various VAB's in Florida.

12:00 p.m. – 12:05 p.m

Opening Remarks
Frederick W. Jones, Winter Park

12:05 p.m. – 12:55 p.m.
Overview of property appraisal process, just valuation and Value Adjustment Board; filing process and procedures to challenge assessed values, classifications or denials of exemptions before VAB; portability
Alison M. Yurko, Orlando

12:55 p.m. – 1:45 p.m.
Statutory framework for administrative and judicial review; evidence, comparables and procedures for hearings; matters for presentation on contesting ad valorem taxes
John W. Little, III, West Palm Beach

1:45 p.m. – 2:05 p.m.
Questions and Answers Session
Moderator: Frederick W. Jones, Winter Park

How Does Telephone Broadcasting Work?
Registrants will receive dial-in connection instructions two days prior to the scheduled course date via e-mail. If you do not have an e-mail address, contact Order Entry Department at 850-561-5831, two days prior to the event for the instructions.

The operator will verify the entry of each call. Only those attorneys registered for this seminar will receive CLE credit. CLE credit will be applied within two weeks after the attendance record has been verified.


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.

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]