General Credit Hours:13
CD/DVD may not ship until 4-6 weeks after the program date below.
The popular Attorney / Trust Officer ("ATO") Liaison Conference will again be at The Breakers in Palm Beach. This three-day conference will be packed with presentations by top speakers addressing issues faced by trust and estate attorneys and professional fiduciaries. In addition to the educational component, the Conference includes two cocktail receptions and many networking opportunities. This Conference fills quickly, so register now to reserve your place!
Program Date: August 16, 2024
15 Minutes
Welcome and Announcements
Mitchell A. Hipsman, Aventura
50 Minutes
Principal and Income: Understanding the Evolution of Florida’s Act and Planning for the Future
Jolyon D. Acosta, Tampa
50 Minutes
Surviving the T&E Ethical Jungle: Strategies for Managing Beneficiaries, Lawyers, and Co-Fiduciaries
Jennifer Robinson, Fort Lauderdale
James R. George, Boca Raton
50 Minutes
The Corporate Transparency Act: Requirements and Implications for Attorneys and Fiduciaries
Andrew H. Thompson, Orlando
Victor G. Santiago, Sarasota
50 Minutes
Artificial Sweetener: The Practical and Ethical Implications of Generative AI in Trusts & Estates, and Recent Florida Bar Guidance
James Grier Pressly III, Palm Beach
50 Minutes
Defusing Conflicts and Reducing Litigation Exposure When Acting as Trustee, Advisor, or Counsel
Sharon Klein, New York, NY
50 Minutes
Tipsy or Just Plain Drunk: Do We Need a Decanting Designated Driver?
Diana S. C. Zeydel, Miami
50 Minutes
Excuse Me, Waiter, There is Something FOREIGN in My Soup!
Shawn P. Wolf, Miami
50 Minutes
The Trust Tango: Navigating Settlements, Modifications, and Terminations
Cady L. Huss, St. Petersburg
August 17, 2024
10 Minutes
Good Morning and Announcements
Mitchell A. Hipsman, Aventura
50 Minutes
Co-Fiduciaries by Any Other Name
R. Lee McElroy, Palm Beach Gardens
50 Minutes
Thanks, But No Thanks; I Thought I Wanted It, But Now, I Don't: Leveraging Powers of Appointment and Disclaimers
Stacey Prince-Troutman, Orlando
60 Minutes
Real People Answer Real Questions
Moderator: Jeffrey A. Baskies, Boca Raton
Panel:
Michael A. Dribin, Miami,
Robert W. Goldman, Naples
Sandra Diamond, St. Petersburg
Mark Parthemer, West Palm Beach
30 Minutes
2024 Florida Legislative Update: Lessons from the Sausage Factory
Sancha K. Brennan, Orlando
50 Minutes
Florida Case Law Update
Steven L. Hearn, Tampa
Course Number:8239
Credit Hours:
General Credit Hours:13
Professional Responsibility Credit Hours:4
Ethics Credit Hours:3
Professionalism Credit Hours:1
Technology Credit Hours:1
Elder Law Credit Hours:1
Intellectual Property Law Credit Hours:1
Tax Law Credit Hours:3
Wills, Trusts, and Estates Credit Hours:13