General Credit Hours:8
CD/DVD may not ship until 4-6 weeks after the original program date.
This annual seminar is the best resource and educational opportunity for probate practitioners in Florida. Designed for both new and experienced practitioners, topics covered will include a wide range of estate planning and probate administration material, including detailed discussions regarding the new Principal and Income Act, navigating fee disputes in probate, determining homestead status of real property, addressing community property rights in probate administration, identifying tax implications of settlement agreement, marshaling and preserving assets of the estate, and a recent case law update. In addition to receiving 8 credit hours which count towards Board Certification in Wills, Trusts and Estates, attendees will also receive ethics credits.
Original Program Date: November 15, 2024
CLE Credit Expiration Date: May 31, 2026
Opening Remarks
Stacey Prince-Troutman, Orlando
Florida's New Income and Principal Act: Selected Probate Considerations
Jolyon D. Acosta, Tampa
Turning the Tide: Effective Expert Testimony in Probate Fee Disputes
Elizabeth Hughes, Miami
Yours, Mine, or Ours? Recent Changes to Community Property Rights on Death
Patrick J. Lannon, Miami
Probate Assets, Oh My!: Marshalling and Preserving Assets of the Estate
Tara Rao Bild, Tampa
Homestead Determinations – Does Procedure Matter?
Jeffrey S. Goethe, Bradenton
Beware of the IRS When Negotiating A Settlement
William G. Smith, West Palm Beach
Navigating the Grievance Process: What a Probate Practitioner Needs to Know
J. Richard Caskey, Tampa
Henry Paul, Esq., Tampa
Probate, Trust, and Guardianship Case Law Update
Frederick Lee Hearn, Tampa
Course Number:8497
Credit Hours:
General Credit Hours:8
Professional Responsibility Credit Hours:1
Ethics Credit Hours:1
Elder Law Credit Hours:8
Wills, Trusts, and Estates Credit Hours:8