General Credit Hours:13
CDs/DVDs may not ship until 4-6 weeks after the original 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.
Original Program Date: Day 1: August 01, 2025
15 Minutes
Welcome & Introductions
Eamonn Gunther, Program Chair
50 Minutes
Hot Sun, Hotter Topics: Asset Protection in Florida
Michael Sneeringer, Bonita Springs
50 Minutes
Challenging Homestead Issues for Trustees and Personal Representatives: Possession, Expenses, Liens, Title, Insurance,
and Property Tax Exemptions
Jeffrey Goethe, Bradenton
50 Minutes
A Potpourri Of T & E
Andrew Thompson, Orlando
50 Minutes
To Sunset or Not to Sunset – Tax Planning for All Seasons!
Daniel Tullidge, Sarasota
50 Minutes
Exploitation Statutes: Tools for the Tech Era
Nicklaus Curley, West Palm Beach
50 Minutes
Ten Tips for Effective IRA Planning and Administration
Rachel Barlow, St. Petersburg
50 Minutes
Undue Influence & Incapacity - How To Win the Case Before It Starts!
Lee McElroy, Palm Beach Gardens
50 Minutes
Florida’s Elective Share: A Step-by-Step Guide and Case Study
Debra Boje, Tampa
Day 2: August 02, 2025
10 Minutes
Welcome and Introductions
Eamonn Gunther, Program Chair
50 Minutes
Protectors – Guardians of the Trust Galaxy
Charles "Chuck" Rubin, Boca Raton
50 Minutes
Getting to the Heart of the Matter: Examining the Social & Emotional Consequences of Estate Planning Design
Marve Ann M. Alaimo, Naples
60 Minutes
Trusts and Estates Q & A - A Panel Presentation
Jeffrey Baskies, Boca Raton (Moderator); Sandra Diamond, St. Petersburg; Robert Goldman, Naples; Michael Dribin, Miami; Carlos Batlle, Miami
30 Minutes
Legislative Update
Sancha Brennan, Orlando
50 Minutes
Case Law Update: This Year’s Key Rulings and Game-Changing Cases
Eric Virgil, Coral Gables
Course Number:8773
Credit Hours:
General Credit Hours:13
Professional Responsibility Credit Hours:4
Ethics Credit Hours:3
Professionalism Credit Hours:1
Technology Credit Hours:1
Tax Law Credit Hours:3
Wills, Trusts, and Estates Credit Hours:13