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4074 Wills, Trusts, and Estates Certification Review Course and Advanced DVD

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General CLE: 18 hours

CDs/DVDs may not ship until 4-6 weeks after the original program date below

April 9, 2021
Day 1

10 Minutes
Introduction
Jeffrey S. Goethe, Bradenton

75 Minutes
Homestead
Jeffrey A. Baskies, Boca Raton

60 Minutes
Estate Tax
Lou Nostro, Coral Gables
George D. Karibjanian, Boca Raton

60 Minutes
Gift Tax
Lou Nostro, Coral Gables
George D. Karibjanian, Boca Raton

60 Minutes
Planning for Retirement Accounts
Alfred Joseph Stashis, Jr., Naples

60 Minutes
Advanced Tax Strategies and Estate Planning
Mark R. Parthemer, Palm Beach

60 Minutes
Creditor Claims
Tami F. Conetta, Sarasota

60 Minutes
GST Tax
David Pratt, Palm Beach

60 Minutes
Asset Protection / Exempt Assets
Jerome Lee Wolf, Boca Raton


Day 2

5 Minutes
Introduction
Duane L. Pinnock, Palm Beach Gardens

60 Minutes
Income Taxation of Trusts and Estates
William A. Snyder, Davie

60 Minutes
An Overview of the Florida Trust Code
Angela M. Adams, St. Petersburg

60 Minutes
Trust Decanting, Modification and Reformation
Yoshi Smith, Boca Raton

60 Minutes
Ethics for Estate Planning, Probate and Trust Practitioners
Jerome Lee Wolf, Boca Raton
Lawrence J. Miller, Boca Raton

60 Minutes
Probate Practice and Procedure
M. Travis Hayes, Naples

60 Minutes
Elective Share and Spousal Rights
Rachel Albritton Lunsford, Tampa

60 Minutes
Fiduciary Litigation
Robert Lee McElroy, Palm Beach Gardens

60 Minutes
Washington Insights
Ronald D. Aucutt, Lakewood Ranch, FL

30 Minutes
Certification Review Course Discussion
Laurence Ian Blair, Boca Raton

Course Number: 4074

Professional Responsibility Credit Hours: 1
Ethics Credit Hours: 1
Elder Law Credit Hours: 18
Real Estate Credit Hours: 1.5
Tax Law Credit Hours: 18
Wills, Trusts, and Estates Credit Hours: 18

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