CLE CREDIT IS NOT AWARDED FOR THE PURCHASE OF THE COURSE BOOK ONLY.
The 2024 Wills, Trusts & Estates Certification Review Course will benefit all trusts and estates practitioners, whether preparing to take the Wills, Trusts & Estates Certification Exam or seeking a practical, in-depth, and up-to-date refresher course covering current issues in estate planning, transfer tax planning, probate and trust administration, fiduciary litigation, and related topics. Over the course of two days, the instructors in this advanced-level seminar will share their extensive legal knowledge and experience with attendees. As an added benefit, a member of The Florida Bar Wills, Trusts & Estates Certification Committee will speak about preparing for the exam. The detailed course materials will serve as a helpful resource while studying for the certification exam and in attendees' day-to-day legal practice.
Day 1: February 02, 2024
Spousal Rights, Intestacy and Elective Share
Rachel Albritton Lunsford, Tampa
Asset Protection
Brian C. Sparks, Tampa
Creditor Claims
Tami F. Conetta, Sarasota
Advanced Tax Strategies and Estate Planning
Louis Nostro, Miami
Retirement Planning
Alfred J. Stashis, Jr., Naples
Fiduciary Litigation
J. Richard Caskey, Tampa
Day 2: February 03, 2024
Highlights and Trends in Legislation, Rules and Case Law
M. Travis Hayes, Naples
Generation-Skipping Transfer Tax
Lester B. Law, Naples
Ethics for Wills, Trusts & Estates Attorneys
Andrew B. Sasso, Clearwater
Yoshimi O. Smith, Boca Raton
Eric Virgil, Coral Gables
Florida Homestead
Jeffrey A. Baskies, Boca Raton
Trust Modification, Decanting and Reformation
Patrick J. Lannon, Miami
Certification Exam Information with Q&A
Anthony P. Guettler, Vero Beach