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5704 40th Annual Attorney Trust Officer Liaison Conference DVD

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General Credit Hours:12.5

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

Original Program Date: Friday, August 19, 2022
CLE Credit Expiration Date: February 28, 2024

10 Minutes
Welcoming Remarks
Cady L. Huss, St. Petersburg

50 Minutes
Name That Tune: How to Get the Attorney and Trustee Harmonizing for the Best Interest of Their Clients
Laura Sundberg, Orlando
Johnathan Butler, Tampa

50 Minutes
Celebrity Estate Planning: Misfires of the Rich and Famous
Christina Papanikos, Miami
Shaina Kamen, Miami

50 Minutes
The Joint Revocable Trust - Swiss Army Knife or Swiss Cheese?
Jennifer Wioncek, Miami
Paul Roman, Boca Raton

50 Minutes
Managing Digital Assets and Cryptocurrency in Trusts
Stacy Singer, Chicago

50 Minutes
Modern Dispute Resolution Panel
Kimberly A. Bald, Bradenton
Cady L. Huss, St. Petersburg
J. Richard Caskey, Orlando

50 Minutes
Trust School: Envisioning Beneficiaries as Leaders in the Family Business
Stephen Salley, BanyanGlobal Family Business Advisors

50 Minutes
A Fiduciary's Perspective
Darby Jones, St. Petersburg
Gentry Byrnes; St. Petersburg

50 Minutes
Twenty Things You Should Know About Funding and Administering Charitable Trusts and Foundations
Louis Nostro, Miami


Saturday, August 20, 2022

75 Minutes
2022 Federal Tax Update
Samuel A. Donaldson, Atlanta

50 Minutes
Don’t Miss the Boat: Waypoints every trust officer needs to know to successfully navigate the stormy waters of qualified beneficiaries, interested persons, and representation under the Florida Trust Code.
Alexander S. Douglas, Orlando

50 Minutes
A Field Trip to Tallahassee: 2022 Probate, Trust and Guardianship Legislation
Lawrence Jay Miller, Boca Raton

50 Minutes
Case Law Update
Hung Nguyen, Coral Gables

Course Number:5704
Credit Hours:
General Credit Hours:12.5
Professional Responsibility Credit Hours:1
Professionalism Credit Hours:1
Technology Credit Hours:1
Elder Law Credit Hours:12.5
Tax Law Credit Hours:1
Wills, Trusts, and Estates Credit Hours:12.5

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