The Florida Bar

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

Course Classification: Intermediate Level
Live and Webcast Presentation: Thursday, Febuary 21, 2013
Tampa Airport Marriott * 4200 George J. Bean Parkway, Tampa, FL 33607 * 813-879-5151

Course No. 1510R

Experienced speakers will present the latest probate updates on such topics as: summary administration; calculating and prosecuting elective share claims; fiduciary positions and conduct in adversary proceedings and probate litigation; rules of judicial estate planning and administration; issues in the digital domain; ethical challenges facing fiduciaries and estate and trust attorneys; planning for elderly clients with competency and undue influence issues; and Artificial Reproductive Technology in practice and theory.

8:00 a.m. – 8:40 a.m.

Late Registration

8:40 a.m. – 8:50 a.m
Opening Remarks
John C. Moran, West Palm Beach – Program Co-Chair
Paul E. Roman, Boca Raton – Program Co-Chair

8:50 a.m. – 9:40 a.m.
In Summary, There are Problems with Summary Administration
Sarah S. Butters, Tallahassee

9:40 a.m. – 9:50 a.m.

9:50 a.m. – 10:40 a.m.
30% of What?! Calculating and Prosecuting Elective Share Claims
James R. George, Fort Lauderdale

10:40 a.m. – 11:30 a.m.
Fiduciary Positions and Conduct in Adversary Proceedings and Probate Litigation
Jack A. Falk, Jr., Coral Gables
Jerry B. Wells, Daytona Beach
Mark R. Parthemer, Palm Beach

11:30 a.m. – 12:00 p.m.
Notice, Redact, or File? The Rules of Judicial Administration in Probate Practice
Alexandra V. Rieman, Fort Lauderdale

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

1:00 p.m. – 1:40 p.m.
Planners on the Ground, Assets in the Cloud: Estate Planning and Administration Issues in the Digital Domain
M. Travis Hayes, Naples

1:40 p.m. – 2:30 p.m.
Ten Pounds of Duty in a Five Pound Bag: Ethical Challenges Facing Fiduciaries and Estate and Trust Attorneys
William T. Hennessey, III, West Palm Beach

2:30 p.m. – 2:40 p.m.

2:40 p.m. – 3:30 p.m.
“It’s My Property and I Can Do with It What I Want, Dang It!” Planning for Elderly Clients with Competency and Undue Influence Issues
George D. Karibjanian, Boca Raton

3:30 p.m. – 4:20 p.m.
The ART of the Deal: Artificial Reproductive Technology in Practice and Theory
Paul E. Roman, Boca Raton
Michelle Hausmann, Boynton Beach


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]