The Florida Bar

The Florida Bar
and the Real Property Probate & Trust Law Section present
Estate Planning - Leaping Into the Future

Course Classification: Intermediate Level
Live and Webcast Presentation: Wednesday, February 29, 2012
Tampa Airport Marriott • 4200 George J. Bean Parkway • Tampa, FL 33607

Course No. 1301R

Estate tax laws are in flux. This seminar will help share key concepts for your clients related to drafting trusts, broken beneficiary designations, life insurance annuities, Roth conversion and planning for the portability of IRAs, and other planning opportunities.

8:15 a.m. – 8:45 a.m.

Late Registration

8:45 a.m. – 8:50 a.m.
Opening Remarks

8:50 a.m. – 9:35 a.m.
Drafting "Leaky Faucet" (Conduit) Trusts and "Stopped Up Faucet" (Accumulation) Trusts
Linda S. Griffin, Clearwater

9:35 a.m. – 10:15 a.m.
Fixing Broken Beneficiary Designations
Richard R. Gans, Sarasota

10:15 a.m. – 10:35 a.m.

10:35 a.m. – 11:15 a.m.
Life Insurance and Annuity Forensics – Contract Diagnosis & Prognosis
L. Howard Payne, Sarasota and David F. Sterling, Sarasota

11:15 a.m. – 11:55 a.m.
Roth Conversions in 2012 and Planning for Portability with IRAs
Lester B. Law, Naples

11:55 a.m. – 1:10 p.m.
Lunch Presentation – Privilege Issues in Estate Planning – Ethics Credit
Jonathan A. Galler, Boca Raton

1:10 p.m. – 1:50 p.m.
Using the $5M Gift Tax Exemption With Self-Settled Trusts
Jerome L. Wolf, Boca Raton

1:50 p.m. – 2:30 p.m.
Planning Opportunities for the $5 million Gift Tax Exemption
Jeffrey A. Baskies, Boca Raton

2:30 p.m. – 2:45 p.m.

2:45 p.m. – 3:25 p.m.
Defined Value Clauses - Progress by Leaps and Bounds
Charles I. Nash, Melbourne

3:25 p.m. – 4:05 p.m.
GST Planning in 2012 and Beyond - Don't "Skip" the Opportunity
Tasha K. Dickinson, West Palm Beach


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.

WEBCAST / WEBINAR - Registrants who participate in a live webcast will receive an email with a link and log-in credentials 2 days prior to the seminar to include access to the course materials. If The Florida Bar does not have your e-mail address, contact Order Entry Department at 850-561-5831.

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. We strongly encourage you to purchase the book separately if you prefer your material printed but do not want to print it yourself.

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]


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