The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Real Property Probate & Trust Law Section present
Litigation and Trust Law Symposium 2014

Course Classification: Advanced Level
Live Presentation: April 25, 2014
Tampa Airport Marriott
4200 George J Bean Outbound Pkwy, Tampa, FL 33607
(813) 879-5151

Course No. 1690R





8:30 a.m. – 8:50 a.m.

Late Registration

8:50 a.m. – 9:00 a.m.
Welcome and Introduction
Thomas Karr, Miami, Program Co-Chair
Shane Kelley, Fort Lauderdale, Program Co-Chair

9:00 a.m. – 9:50 a.m.
Pitfalls for Planners
Laird A. Lile, Naples

9:50 a.m. – 10:40 a.m.
Revocation of Wills, Trusts & Devises by the Testator/Settlor
Fletcher Belcher, St. Petersburg

10:40 a.m. – 10:50 a.m.
Break

10:50 a.m. - 11:40 a.m.
Trust Protectors: Now That the Trust is Protected, Who Protects the Trust Protector?
Elaine Bucher, Esq.

11:40 a.m. – 12:50 p.m.
Lunch

12:50 p.m. – 1:20 p.m.
Do It Yourself Estate Planning or Inter-Vivos Undue Influence? Factors to Consider
Patrick J. Lannon, Esq., Miami

1:20 p.m. – 1:50 p.m.
Attorney/Fiduciary Privilege – The Rule Change That Didn’t Work
Rohan Kelley, Fort Lauderdale

1:50 p.m. – 2:40 p.m.
Don’t Repeat What I Say Unless . . . (Hearsay in Probate and Trust Litigation)
Thomas Karr, Esq., Miami
Jack Falk, Esq., Miami
Mary Karr, Esq., Miami

2:40 p.m. – 2:50 p.m.
Break

2:50 p.m. – 3:40 p.m.
The Reliance Defense for Fiduciaries
John Moran, Esq., Palm Beach

3:40 p.m. – 4:30 p.m.
Panel Discussion Professionalism in Trust and Estate Proceedings
Judge Lauren Laughlin, St. Petersburg
Judge Herbert Baumann, Tampa
Judge Mark Speiser, Fort Lauderdale

4:30 – 5:00 p.m.
Case Law Update
Steven Hearn, Tampa




1690-RP-14.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.



1690
R
8.0
1.5
0.0
0.0
0.0
0.0


8.00
6.0
8.0

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










[Revised: 06-01-2008]