General Credit Hours:13.5
CDs/DVDs may not ship until 4-6 weeks after the original program date below
The 41st Annual Attorney Trust Officer Liaison Conference on August 17 - 19, 2023 packed with top speakers and important topics vital to trust and estate attorneys and professional fiduciaries!
August 18, 2023
15 minutes
Welcome & Opening Remarks
Mitchell A. Hipsman, Aventura
50 minutes
Top Ten (or So) Mistakes (or Traps) for Estate and Trust Professionals
Laird A. Lile, Naples
50 minutes
The Unexpected Dividend: Fiduciary Investment Litigation
Zackary T. Zuroweste, Clearwater
Mark R. Parthemer, West Palm Beach
50 minutes
Off the Beaten Path: Unusual Approaches to Creditor's Claims
Jenna G. Rubin, Boca Raton
75 minutes
Florida Case Law and Legislative Update
J. Eric Virgil, Coral Gables
Lawrence J. Miller, Boca Raton
50 minutes
Snowbird Domicile and Choice of Law
Bruce D. Steiner, New York, NY
50 minutes
Dawn of the Dead - Post-Mortem IRA Planning and Pre-Mortem Plan Repairs
Robert K. Kirkland, Liberty, MO
50 minutes
Love, Sex, Money, Marriage and Death: Estate Planning and Tax Aspects of Divorce Every Advisor Should Know
Jeremiah W. Doyle, IV, Boston, MA
50 minutes
Best Practices for Trustee Resignation
Patrick J. Lannon, Miami
Saturday, August 19, 2023
5 minutes
Good Morning, Announcements
Mitchell A. Hipsman, Aventura
50 minutes
TAG, You're It: The Various Roles of Trustees, Agents and Guardians in Confronting Incapacity
Stacy B. Rubel, Coral Gables
50 minutes
Therapeutic Consulting & Trust Management
W. Todd Weatherly, Asheville, NC
Dorian Sylvester, Greensboro, NC
50 minutes
Virtual Representation Under the Florida Trust Code - I'm sure it'll be fine... Probably... Or not
Nicklaus J. Curley, West Palm Beach
50 minutes
What's Mine is Yours and What's Yours is Mine: An Examination of the Florida Community Property Trust Act and the Use of Community Property Trusts
M. Travis Hayes, Naples
50 minutes
Probate and Estate Planning Ethics Update - Some Things Old, A Few Things New, and A Bit More That Is Tried and True
Sandra F. Diamond, St. Petersburg
Course Number: 6900
Credit Hours:
General Credit Hours:13.5
Professional Responsibility Credit Hours:1
Ethics Credit Hours:1
Civil Trial Credit Hours:1
Elder Law Credit Hours:13.5
Marital and Family Law Credit Hours:2
Tax Law Credit Hours:5
Wills, Trusts, and Estates Credit Hours:13.5