CLE CREDIT IS NOT AWARDED FOR THE PURCHASE OF THE COURSE BOOK ONLY.
This annual seminar is the best resource and educational opportunity for probate practitioners in Florida. Designed for both new and experienced practitioners, topics covered will include a wide range of probate and trust-related material, including detailed discussions regarding (1) planning and administration issues with increasingly common “Pot Trusts” (not the type that you smoke), (2) ethical traps and pitfalls that practitioners and fiduciaries may encounter in the probate process, (3) the successful handling of the transition of fiduciaries in probate and trust administrations, (4) income tax savings strategies for joint marital accounts and trusts, (5) addressing common real estate and titles issues in probate, (6) a review of fiduciary cases which provide guidance to any practitioner serving as a personal representative or trustee, and (7) a roadmap to handling community property claims in probate in light of the recent Johnson v. Townsend ruling. As always, the seminar will include also the most up-to-date information regarding recent case law and common law changes in Florida probate law. In addition to receiving 8 credit hours which count towards Board Certification in Wills, Trusts and Estates, attendees will also receive 1 credit hour towards the all-important ethics requirement. And due to the virtual nature of the presentations, you will be able to watch the seminar from the comfort of your home or office!
Original Program Date: November 13, 2020
The excellent line-up includes:
• Pot Trust Planning and Administration: Pay Me Now or Pay Me Later
• Probate Professionalism: A Series of Unfortunate Events
• Hello, Goodbye: Resignation, Removal and Succession of Personal Representatives and Trustees
• The “Disclaim to Gain” Strategy - Don’t Miss Opportunities to Save Income Tax for Jointly Held Marital Accounts and Joint Trusts
• Navigating Real Estate and Title Issues in Probate
• A Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
• A User’s Guide to Prosecuting Claims Under Florida’s Uniform Disposition of Community Property Rights at Death Act
• Florida Case Law Update: The Recent Rulings that Every Probate Practitioner Needs to Know
Course Number: 4068