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

The 2025 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 the 2025 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
J. Allison Archbold, Sarasota

Estate and Gift Tax - Part I
Lester B. Law, Naples

Estate and Gift Tax - Part II
Lester B. Law, Naples

Retirement Planning
Rachel Nicole Barlow, St. Petersburg

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

Florida Uniform Fiduciary Income and Principal Act
Jolyon Delphin Acosta, Tampa

Fiduciary Litigation
J. Richard Caskey, Tampa

Community Property
M. Travis Hayes, Naples

Joint Tenancy
Joseph Mario Percopo, Orlando

Florida Probate Practice & Procedure
M. Travis Hayes, Naples

Florida Homestead
Jeffrey A. Baskies, Boca Raton

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

An Overview of the Florida Trust Code
Yoshimi O. Smith, Boca Raton

Income Taxation of Trusts & Estates
William Albert Snyder, Davie

Grantor Trusts
William Albert Snyder, Davie