CLE CREDIT IS NOT AWARDED FOR THE PURCHASE OF THE COURSE BOOK ONLY.
The 2025 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 the 2025 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: Friday, February 21, 2025
Estate and Gift Tax - Part I
Lester B. Law, Naples
Estate and Gift Tax - Part II
Lester B. Law, Naples
Retirement Planning
Rachel Nicole Barlow, St. Petersburg
Spousal Rights, Intestacy and Elective Share
Rachel Albritton Lunsford, Tampa
Florida Uniform Fiduciary Income and Principal Act
Jolyon Delphin Acosta, Tampa
Fiduciary Litigation
J. Richard Caskey, Tampa
Community Property
M. Travis Hayes, Naples
Day 2: Saturday, February 22, 2025
Joint Tenancy
Joseph Mario Percopo, Orlando
Florida Probate Practice & Procedure
M. Travis Hayes, Naples
Florida Homestead
Jeffrey A. Baskies, Boca Raton
An Overview of the Florida Trust Code
Yoshimi O. Smith, Boca Raton
Income Taxation of Trusts & Estates
William Albert Snyder, Davie
Grantor Trusts
William Albert Snyder, Davie