The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Real Property Probate & Trust Law Section present
Wills Trusts & Estates Certification Review Course 2014

Course Classification: Advanced Level
April 4-5, 2014
Hy att Regency Orlando Intemational Airport
93OO AIRPORT BLVD
ORLANDO, FL 32827
Telephone: (407) 825-1234

Course No. 1668R


Topics include elective share and homestead, will and trust modifications, asset protection, estate administration, trust accountings, 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 4


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

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

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

9:15 a.m. – 10:35 a.m.
Estate and Trust Litigation
Sarah S. Butters, Tallahassee

10:35 a.m. – 10:45 a.m.
Break

10:45 a.m. – 12:00 p.m.
Estate Administration and Probate
Richard E. Warner, Marathon

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

1:05 p.m. – 2:05 p.m.
Asset Protection
Jerome L. Wolf, Boca Raton

2:05 p.m. – 3:05 p.m.
Will and Trust Modification
Stacey L. Cole, Orlando
Laura Sundberg, Orlando

3:05 p.m. – 3:20 p.m.
Break

3:20 p.m. – 5:15 p.m.
Taxes I
Professor David F. Powell, Tallahassee

5:30 p.m. – 6:30 p.m.
Reception sponsored by Wells Fargo Private Bank, MPI and the RPPTL Section of The Florida Bar

SATURDAY, APRIL 5

8:30 a.m. – 10:00 a.m.
Taxes II
Professor David F. Powell, Tallahassee

10:00 a.m. – 10:15 a.m.
Break

10:15 a.m. – 11:45 a.m.
Taxes III
Professor David F. Powell, Tallahassee

11:45 a.m. – 1:00 p.m.
Lunch (included in registration fee)
Ethics Grievances Against Trust and Estates Attorneys
Linda Suzzanne Griffin, Clearwater
Joseph A. Corsmeier, Clearwater

1:00 p.m. – 2:00 p.m.
Trust Administration
Richard R. Gans, Sarasota

2:00 p.m. – 3:00 p.m.
Trust Accounting: Florida Principal and Income Act
Mark R. Parthemer, Palm Beach

3:00 p.m. – 4:15 p.m.
Homestead and Elective Share
Jeffrey A. Baskies, Boca Raton

4:15 p.m. – 4:45 p.m.
Discussion of Board Certification Exam
Norma Stanley, Orlando


1668-RP-14.pdf1668-RP-14.pdf









To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

AUDIO WEB CAST CONNECTION: Live audio 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.

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.



1668
R
18.0
1.5
0.0
0.0
0.0
0.0


18.00
18.0
18.0
1.5
18.0

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]