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

This annual seminar is the best resource and educational opportunity for probate practitioners in Florida. Designed for both new and experienced practitioners, topics covered will include a wide range of estate planning and probate administration material, including detailed discussions regarding the new Principal and Income Act, navigating fee disputes in probate, determining homestead status of real property, addressing community property rights in probate administration, identifying tax implications of settlement agreement, marshaling and preserving assets of the estate, and a recent case law update. In addition to receiving 8 credit hours which count towards Board Certification in Wills, Trusts and Estates, attendees will also receive ethics credits.

Opening Remarks
Stacey Prince-Troutman, Orlando

Florida's New Income and Principal Act: Selected Probate Considerations
Jolyon D. Acosta, Tampa

Turning the Tide: Effective Expert Testimony in Probate Fee Disputes
Elizabeth Hughes, Miami

Yours, Mine, or Ours? Recent Changes to Community Property Rights on Death
Patrick J. Lannon, Miami

Probate Assets, Oh My!: Marshalling and Preserving Assets of the Estate
Tara Rao Bild, Tampa

Homestead Determinations – Does Procedure Matter?
Jeffrey S. Goethe, Bradenton

Beware of the IRS When Negotiating A Settlement
William G. Smith, West Palm Beach

Navigating the Grievance Process: What a Probate Practitioner Needs to Know
J. Richard Caskey, Tampa
Henry Paul, Esq., Tampa

Probate, Trust, and Guardianship Case Law Update
Frederick Lee Hearn, Tampa