General Credit Hours:16.5
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
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.
Original Program Date: February 02, 2024
CLE Credit Expiration Date: August 31, 2025
10 Minutes
Introduction and Welcome to the 2024 Wills, Trusts & Estates Certification Review Course
Rachel Albritton Lunsford, Tampa
75 Minutes
Spousal Rights, Intestacy and Elective Share
Rachel Albritton Lunsford, Tampa
60 Minutes
Asset Protection
Brian C. Sparks, Tampa
65 Minutes
Creditor Claims
Tami F. Conetta, Sarasota
90 Minutes
Advanced Tax Strategies and Estate Planning
Louis Nostro, Miami
70 Minutes
Retirement Planning
Alfred J. Stashis, Jr., Naples
75 Minutes
Fiduciary Litigation
J. Richard Caskey, Tampa
Day 2: February 03, 2024
15 Minutes
Announcements
J. Allison Archbold, Sarasota
90 Minutes
Highlights and Trends in Legislation, Rules and Case Law
M. Travis Hayes, Naples
90 Minutes
Generation-Skipping Transfer Tax
Lester B. Law, Naples
75 Minutes
Ethics for Wills, Trusts & Estates Attorneys
Andrew B. Sasso, Clearwater
Yoshimi O. Smith, Boca Raton
Eric Virgil, Coral Gables
60 Minutes
Florida Homestead
Jeffrey A. Baskies, Boca Raton
75 Minutes
Trust Modification, Decanting and Reformation
Patrick J. Lannon, Miami
30 Minutes
Certification Exam Information with Q&A
Anthony P. Guettler, Vero Beach
Course Number:8007
Credit Hours:
General Credit Hours:16.5
Professional Responsibility Credit Hours:1
Ethics Credit Hours:1
Elder Law Credit Hours:16.5
Real Estate Credit Hours:1
Tax Law Credit Hours:16.5
Wills, Trusts, and Estates Credit Hours:16.5