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

This advanced full-day seminar will cover topics in trust law and probate and trust litigation. Join us for a discussion on the new rules of civil procedure as they apply to probate and trust matters, the ins and outs of attorneys' fees in administration and litigation, the unintended tax consequences of trust modifications, and refreshers on nuanced undue influence and defending tortious interference claims, among many other topics. 

8:15 AM - 8:30 AM
Welcome and Introduction

8:30 AM - 9:20 AM
FIPA, Funding & Fiduciary Liability
Carla DeLoach, Orlando, and Jordan Hurlburt, Orlando

9:20 AM - 10:10 AM
Proceed Civilly: Civil Procedure in 2025
J. Richard Caskey, Tampa and Cady Huss, St. Petersburg

10:10 AM - 10:30 AM
Break

10:30 AM - 10:55 AM
Case in Point: The Highlights
Stacy Rubel, Coral Gables

10:55 AM - 11:20 AM
Full Disclosure: The Unexpected Facets and Features of the Adequate Disclosure Doctrine
Patrick Duffey, Tampa

11:20 AM - 11:45 AM
Trust Reformations to Correct Mistakes: If You Can’t Revoke It, Maybe You Can Reform It
Brandon Bellew, Clearwater

11:45 AM - 12:50 PM
Lunch

12:50 PM - 1:40 PM
Not Your Average Undue Influence Claim
Stephanie Cook, Orlando

1:40 PM - 2:30 PM
What Makes You So Interested, Anyways? Who is Really Interested in a Matter
Dale Noll, Miami

2:30 PM - 2:45 PM
Break

2:45 PM - 3:35 PM
Common Cents: When and How to Collect Fees and Costs
Rachel Barlow, St. Petersburg and Darren Stotts, Clearwater 

3:35 PM - 4:00 PM
IRS's Third Law - Action and Re(tax)tion: the Unintended Tax Consequences of Trust Modifications
Cullen Boggus, Tampa

4:00 PM - 4:50 PM
When Decedents Play Favorites: Defending Tortious Interference
Daniel Seigel, Boca Raton