General Credit Hours:17
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
Original Program Date: February 21-22, 2025
CLE Credit Expiration Date: August 31, 2026
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.
90 Minutes
Estate and Gift Tax - Part I
Lester B. Law, Naples
60 Minutes
Estate and Gift Tax - Part II
Lester B. Law, Naples
60 Minutes
Retirement Planning
Rachel Nicole Barlow, St. Petersburg
75 Minutes
Spousal Rights, Intestacy and Elective Share
Rachel Albritton Lunsford, Tampa
60 Minutes
Florida Uniform Fiduciary Income and Principal Act
Jolyon Delphin Acosta, Tampa
60 Minutes
Fiduciary Litigation
J. Richard Caskey, Tampa
60 Minutes
Community Property
M. Travis Hayes, Naples
45 Minutes
Joint Tenancy
Joseph Mario Percopo, Orlando
90 Minutes
Florida Probate Practice & Procedure
M. Travis Hayes, Naples
90 Minutes
Florida Homestead
Jeffrey A. Baskies, Boca Raton
75 Minutes
An Overview of the Florida Trust Code
Yoshimi O. Smith, Boca Raton
60 Minutes
Income Taxation of Trusts & Estates
William Albert Snyder, Davie
60 Minutes
Grantor Trusts
William Albert Snyder, Davie
Course Number:8740
Credit Hours:
General Credit Hours:17
Elder Law Credit Hours:17
Real Estate Credit Hours:17
Tax Law Credit Hours:17
Wills, Trusts, and Estates Credit Hours:17