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 WelcomeJ. Allison Archbold, SarasotaEstate and Gift Tax - Part ILester B. Law, NaplesEstate and Gift Tax - Part IILester B. Law, NaplesRetirement PlanningRachel Nicole Barlow, St. PetersburgSpousal Rights, Intestacy and Elective ShareRachel Albritton Lunsford, TampaFlorida Uniform Fiduciary Income and Principal ActJolyon Delphin Acosta, TampaFiduciary LitigationJ. Richard Caskey, TampaCommunity PropertyM. Travis Hayes, NaplesJoint TenancyJoseph Mario Percopo, OrlandoFlorida Probate Practice & ProcedureM. Travis Hayes, NaplesFlorida HomesteadJeffrey A. Baskies, Boca RatonLunch/Certification Exam Information with Q&AAnthony P. Guettler, Vero BeachAn Overview of the Florida Trust CodeYoshimi O. Smith, Boca RatonIncome Taxation of Trusts & EstatesWilliam Albert Snyder, DavieGrantor TrustsWilliam Albert Snyder, Davie
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