General Credit Hours:18
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
The Real Property, Probate and Trust Law Section presents the Wills, Trusts & Estates Certification Review Course, a two-day, advanced-level seminar designed to assist those planning to take the Wills, Trusts & Estates Board Certification Exam. The Course also serves as an annual, in-depth update and refresher for trust and estate practitioners, covering a broad spectrum of topics, including estate planning, probate and trust administration and litigation, homestead, and related tax and property issues. You'll receive 18 hours of quality CLE!
Original Program Date: Day 1: March 31, 2023
CLE Credit Expiration Date: September 30, 2024
10 Minutes
Introduction and Welcome
Rachel Albritton Lunsford, Tampa
75 Minutes
An Overview of the Florida Trust Code
Angela M. Adams, St. Petersburg
60 Minutes
Asset Protection
Brian C. Sparks, Tampa
90 Minutes
Estate and Gift Tax Review
George D. Karibjanian, Boca Raton
Louis Nostro, Miami
75 Minutes
Homestead
Jeffrey A. Baskies, Boca Raton
60 Minutes
Retirement Strategies
Alfred J. Stashis, Jr., Naples
75 Minutes
Elective Share, Spousal Rights, and Intestacy
Rachel Albritton Lunsford, Tampa
Day 2: April 1, 2023
10 Minutes
Announcements and Welcome Back
60 Minutes
International Planning
Marve Ann Alaimo, Naples
60 Minutes
Creditors and Claims
Tami F. Conetta, Sarasota
60 Minutes
Generation-Skipping Transfer Tax
Lester B. Law, Naples
75 Minutes
Probate Practice and Procedure
M. Travis Hayes, Naples
60 Minutes
Ethics for Wills, Trusts & Estates Attorneys
Lawrence J. Miller, Boca Raton
Andrew B. Sasso, Clearwater
Yoshimi O. Smith, Boca Raton
Eric Virgil, Coral Gables
60 Minutes
Income Taxation of Estates and Trusts
William A. Snyder, Davie
50 Minutes
Trust Potpourri
Patrick J. Lannon, Miami
50 Minutes
Trust Potpourri
R. Lee McElroy, IV, Palm Beach Gardens
20 Minutes
Preparing for the Board Certification Exam (with Q & A)
Anthony P. Guettler, Vero Beach
Course Number:5990
Credit Hours:
General Credit Hours:18
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