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9548 44th Annual Attorney / Trust Officer Liaison Conference DVD

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General Credit Hours:13

DVD may not ship until 4-6 weeks after the original program date below.

Original Program Date: Friday, July 31, 2026

5 Minutes
Welcome and Introductions
Eamonn W. Gunther, Program Chair

50 Minutes
Discharge of the Trustee: Ins, Outs and Other Considerations
Alexander S. Douglas II, Orlando

50 Minutes
Playing Offense and Defense: Strategies in Litigating Undue Influence, Elder Exploitation, and Tortious Interference Cases
Moderator: Nicklaus J Curley, West Palm Beach
Jorja M. Williams, Fort Lauderdale
Daniel A. Seigel, Boca Raton

50 Minutes
Fiduciary Accounting: Aiding Fiduciaries & Beneficiaries
Jolyon D. Acosta, Tampa

50 Minutes
Love, Wealth, and Prenups (*some conditions may apply)
Robert H. "Bo" Trudeau, Jacksonville

50 Minutes
Upstream Income Tax Planning After the OBBBA-Stop Wasting the 15 Million "Coupon"
Edwin P. Morrow III, Dayton, OH

50 Minutes
Unexpected Implications Of Trust Modification & Decanting
Jeffrey M. Gad, Tampa

50 Minutes
Navigating Best Outcomes On Life Insurance
Jamie L. Mendelsohn, Maitland

50 Minutes
Latest in Planning Strategies: Hot Topics and Best Planning Practices for Multi-Generational Families
George D. Karibjanian, Boca Raton


Saturday, August 1, 2026

5 Minutes
Good Morning, Announcements
Eamonn W. Gunther, Program Chair

50 Minutes
Legislative Update
S. Dresden Brunner, Naples

50 Minutes
Technology & Financial Exploitation: Protecting the Elderly & Vulnerable
Sasha Funk Granai, Tampa

60 Minutes
Trusts & Estates: Q & A - A Panel Presentation
Moderator: Jeffrey A. Baskies, Boca Raton
Panel:
Michael A. Dribin, Miami
Robert W. Goldman, Naples
Sandra F. Diamond, St. Petersburg
Benetta Y. Park, West Palm Beach

50 Minutes
Case Law Update
James R. George, Boca Raton

Course Number:9548
Credit Hours:
General Credit Hours:13
Professional Responsibility Credit Hours:2
Ethics Credit Hours:1
Professionalism Credit Hours:1
Technology Credit Hours:1
Elder Law Credit Hours:1
Marital and Family Law Credit Hours:1
Tax Law Credit Hours:13
Wills, Trusts, and Estates Credit Hours:13

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