Category: Real Property, Probate and Trust Law, Elder Law, Tax Law ... (show more) Category: Real Property, Probate and Trust Law, Elder Law, Tax Law, Wills, Trusts and Estates (show less)

The 2024 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 preparing for the 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.

Introduction and Welcome to the 2024 Wills, Trusts & Estates Certification Review Course
Rachel Albritton Lunsford, Tampa

Spousal Rights, Intestacy and Elective Share
Rachel Albritton Lunsford, Tampa

Asset Protection
Brian C. Sparks, Tampa

Creditor Claims
Tami F. Conetta, Sarasota

Advanced Tax Strategies and Estate Planning
Louis Nostro, Miami

Retirement Planning
Alfred J. Stashis, Jr., Naples

Fiduciary Litigation
J. Richard Caskey, Tampa

Announcements
J. Allison Archbold, Sarasota

Highlights and Trends in Legislation, Rules and Case Law
M. Travis Hayes, Naples

Generation-Skipping Transfer Tax
Lester B. Law, Naples

Ethics for Wills, Trusts & Estates Attorneys
Andrew B. Sasso, Clearwater
Yoshimi O. Smith, Boca Raton
Eric Virgil, Coral Gables

Florida Homestead
Jeffrey A. Baskies, Boca Raton

Trust Modification, Decanting and Reformation
Patrick J. Lannon, Miami

Certification Exam Information with Q&A
Anthony P. Guettler, Vero Beach