Seminar Number

6830

 

Early
Registration Fee:

$290

On-Site
Registration Fee:

$310

CLE Hours

12 CLE Hours
including
1 Ethics Hour,
1 Professionalism Hour and
3 Trial Practice Hours

 

 

FIDUCIARY LAW INSTITUTE

JULY 17-19, 2008

King & Prince
Beach and Golf Resort
St. Simons Island, GA

800-342-0212

Co-Sponsor:
Fiduciary Law Section, State Bar of Georgia

Presiding:
R. Mark Williamson, Program Chair; Chair, Fiduciary Law Section, State Bar of Georgia; Alston & Bird LLP, Atlanta
WEDNESDAY, JULY 16, 2008
5:30
 WELCOME RECEPTION in the Solarium at the King & Prince Hotel (ends at 7:00)
Hosted and sponsored by the Estate Planning and Probate Section of the Atlanta Bar Association.  All attendees and their guests are welcome.
THURSDAY, JULY 17, 2008
7:45

REGISTRATION
8:25

WELCOME
R. Mark Williamson
8:30

THEY DID IT TO US AGAIN: 2007 YEAR-END DEVELOPMENTS MEAN CONTINUING PROBLEMS FOR CLOSELY-HELD BUSINESSES WITH RESPECT TO 409A, SPLIT-DOLLAR, AND COLI
W. Anthony “Tony” Turner, Cohen, Pollock, Merlin & Small, P.C., Atlanta
9:30

WhAT yOu NEED TO kNOW ABOuT gEORgIA guARDIANshIP LAW AND guARDIANshIP PROCEDuREs
Kelli L. Wolk, Moore Ingram Johnson & Steele LLP, Marietta
10:30
 BREAK
10:45
 ADvANCED EsTATE PLANNINg AND CREATIvE TAx sTRATEgIEs: CuRRENT IssuEs
S. Stacy Eastland, Goldman Sachs & Co., Houston, TX
11:45
 RECENT DEvELOPOMENTs IN gEORgIA FIDuCIARy LAW
Mary F. Radford, Professor, Georgia State University College of Law, Atlanta
12:45
 RECESS
6:30
 RECEPTION (ends at 7:30)
FRIDAY, JULY 18, 2008

Presiding:
Richard E. Barnes, Chair-Elect, Fiduciary Law Section, State Bar of Georgia; Elliott, Blackburn, Barnes & Gooding, P.C., Valdosta
7:30

ATTENDEE BREAkFAsT
Sponsored by Wachovia Trust
8:30
 gsT TAx PROBLEMs AND sTRATEgIEs
Nikola R. “Nick” Djuric, Sutherland Asbill & Brennan LLP, Atlanta
9:30
 sTRETChINg OuT IRAs AND OThER QuALIFIED RETIREMENT PLAN PROBLEMs
John C. “Jack” Sawyer, Alston & Bird LLP, Atlanta
10:30
 BREAK
10:45
 RIghTs OF sPOusEs AND PARTNERs ON sEPARATION OR DIvORCE
John C. Mayoue, Warner, Mayoue, Bates & Nolen, P.C., Atlanta
11:45
 EThICs AND PROFEssIONALIsM FOR EsTATE PLANINNg ATTORNEys
James D. Spratt, Jr., King & Spalding LLP, Atlanta
12:45
 RECESS
1:00
 sPECIAL AFTERNOON sEssION: TRusT CODE REvIsION COMMITTEE OPEN FORuM AND gENERAL sEssION (Open To All Registrants - ends at 3:00)
1:30
 GOLF TOURNAMENT AT HAMPTON CLUB
SATURDAY, JULY 19, 2008

Presiding:
Adam R. Gaslowitz, Immediate Past Chair, Fiduciary Law Section, State Bar of Georgia; Gaslowitz Frankel LLC, Atlanta
7:30
 ATTENDEE BREAkFAsT
Sponsored by Park Springs & Peachtree Hills Place
8:30
 PITFALLs AND OPPORTuNITITEs IN ChARITABLE gIvINg
W. Marshall Sanders, Alston & Bird LLP, Atlanta
Margaret W. Scott, Alston & Bird LLP, Atlanta
9:30
 WhEN TO hOLD ThEM, WhEN TO FOLD ThEM: ThE ChARMs AND ChALLENgEs OF A FIDuCIARy LITIgATION PRACTICE
John M. Sheftall, Hatcher Stubbs Land Hollis & Rothschild, Columbus
10:30
 BREAK
10:45
 “sTALE WILLs”: shOuLD ThE LAW PROvIDE A NEW APPROACh?
Adam Hirsch, William and Catherine VanDercreek Professor of Law, Florida State University School of Law, Tallahassee, FL
11:45
 A FEW ITEMs OF INTEREsT TO gEORgIA EsTATE PLANNERs
Jeffrey N. Pennell, Richard H. Clark Professor of Law, Emory University School of Law, Atlanta
12:45
 ADJOURN