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5744 Probate Law 2022 CD

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General Credit Hours:8

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

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 estate planning and probate administration material, including detailed discussions regarding the common pitfalls and other considerations during the probate administration process, the use of corporate entities as will substitutes, representing clients with diminished capacity, and a recent case law update. In addition to receiving 8 credit hours which count towards Board Certification in Wills, Trusts and Estates, attendees will also receive 1 ethics credit.

Original Program Date: November 18, 2022

50 minutes
Bull to Bear: Advising Fiduciaries During the Estate Settlement Period in an Unsteady Market Environment
J. Grier Pressly, III, Palm Beach

60 minutes
LLC Operating Agreement vs Will. Who Wins?
Juan C. Antúnez, Miami

25 minutes
Is it a Formal Occasion? Understanding the Use of Formal Notice in Probate Proceedings
Jonathan A. Galler, Boca Raton

50 minutes
Estate and Tax Planning Post-Mortem: A Discussion of Key Elections and Income and Transfer Tax Planning Considerations During Administration
Jolyon Acosta, Tampa

25 minutes
Conflict of Law Issues in Probate
Mary Karr, Miami

50 minutes
Creditors and Personal Representatives Be Aware and Don’t Stall. . . It Could Be Your Downfall
Stephanie L. Cook, Orlando

50 minutes
Did I Do That? UnFamily-iar Real Estate Matters in the Estate Administration Process
Michael A. Sneeringer, Naples

50 minutes
Assisting a Client with Diminished Capacity – Ethical Guidelines and Practical Advice
Benjamin F. Diamond, St. Petersburg

50 minutes
Florida Case Law Update: The Recent Rulings that Every Probate Practitioner Needs to Know
Duane L. Pinnock, Fort Lauderdale

Course Number: 5744
General Credit Hours:8
Professional Responsibility Credit Hours:1
Ethics Credit Hours:1
Elder Law Credit Hours:8
Tax Law Credit Hours:1
Wills, Trusts, and Estates Credit Hours:8

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