The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
Trust and Litigation Symposium 2013

Course Classification: Advanced Level
Two Live Presentations and Live Webcast Presentation:

Thursday, May 9, 2013 • Hyatt Regency Pier 66 • Fort Lauderdale
2301 S.E. 17th Street Causeway • Fort Lauderdale, FL 33316 • (954) 525-6666

Friday, May 10, 2013 • Renaissance Hotel International Plaza • Tampa • Live Webcast
4200 Jim Walter Blvd, Tampa, FL 33607 • Tampa, FL 33607 • (813) 877-9200

Course No. 1460R

Presentation of several cutting edge topics on fiduciary litigation and trust law, to include topics such as on the reproductive technologies impact on estate and trust lawyers, virtual representation, defending 2012 gifts to IRS, resignation, removal, and succession of fiduciaries, marital agreements in probate and trust litigation, and ethical issues in multi generational and family state planning.

8:30 a.m. – 8:50 a.m.

Late Registration

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

9:00 a.m. – 9:50 a.m.
A Seminal Matter – Assisted Reproductive Technology and Its Effect on Florida Estate and Trust Lawyers
Sean W. Kelley, St. Augustine

9:50 a.m. – 10:40 a.m.
Panel Discussion: Virtual Representation – Is it Just Smoke and Mirrors?
Larry Miller, Boca Raton
Barry Spivey, Sarasota
Mary Karr, Miami

10:40 a.m. – 10:50 a.m.

10:50 a.m. – 11:20 a.m.
Defending Those 2012 Gifts When the IRS Comes Knocking
Jerome Wolf, Boca Raton

11:20 a.m. – 11:50 a.m.
The Changing of the Guard: Resignation, Removal, and Succession of Fiduciaries
John Moran, West Palm Beach

11:50 a.m. – 1:10 p.m.
Lunch (on your own)

1:10 p.m. – 2:00 p.m.
Defending and Surcharging Fiduciaries for Losses from the Great Recession and Other Disasters
Dominic Campisi, San Francisco, CA

2:00 p.m. – 2:30 p.m.
The Adventures of Co-Fiduciaries Who Can’t Get Along
Jack Falk, Coral Gables

2:30 p.m. – 2:40 p.m.

2:40 p.m. – 3:30 p.m.
Panel Discussion: Fee Shifting in Trust and Estate Litigation – Trumping the American Rule
Tattiana Brenes-Stahl, Fort Lauderdale
Jeff Baskies, Boca Raton
James George, Fort Lauderdale

3:30 p.m. – 4:20 p.m.
Ethical Issues in Representing Multiple Generations and Family Members in Estate Planning
Lauren Detzel, Orlando

4:20 p.m. – 4:50 p.m.
Case Law Update
Eric Virgil, Coral Gables


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.



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

No documents found

[Revised: 06-01-2008]