Seminar Number

7997

 

Early
Registration Fee:

$285

On-Site
Registration Fee:

$305

2012 FIDUCIARY LAW INSTITUTE

JULY 12-14, 2012

The King & Prince Beach
and Golf Resort
201 Arnold Road
St. Simons Island, GA

Obtain a full year's CLE credit at this seminar!

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


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

For a complete list of Sponsors, see program brochure

WEDNESDAY  •  JULY 11, 2012

Presiding:
Patricia M. Thompson, Program Chair; Chair, Fiduciary Law Section, State Bar of Georgia; The Bowden Spratt Law Firm, P.C., Atlanta

5:00

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 12, 2012
7:45

REGISTRATION (All attendees must check in upon arrival. A jacket or sweater is recommended.)

8:25

WELCOME
Patricia M. Thompson

8:30
Clients Without Borders: Planning in a Cross- Border World
Gavin F. Leckie, JPMorgan Private Bank, New York, NY
Stephen E. Parker, JPMorgan Trust Company, Atlanta

9:30

Sometimes a Surprise Can Be Nice—But Not on Form 706. Understanding Life Insurance Valuation Rules Before Transferring an Existing Policy Can Save You, Your Client and Your E & O Carrier
Randy L. Zipse, John Hancock, Boston, MA

10:30

BREAK—Snacks provided by Bessemer Trust

10:45

Top Ten Techniques for the Estate Planner
Henry L. Bowden, Jr., The Bowden Spratt Law Firm, P.C., Atlanta

11:45

Multigenerational Family Representations: The Pitfalls and Practicalities
Bertram L. Levy, Arnall Golden Gregory LLP, Atlanta
Suzanne Tucker Plybon, Arnall Golden Gregory LLP, Atlanta

12:45

RECESS

1:00

New to the Practice Brown Bag Lunch (Retreat room)
(All attendees with five years or less of trusts and estates experience are welcome. Pre-Registration is required - See Registration Form.)

6:30

RECEPTION (ends at 7:30)
Sponsored by Bonhams Auctioneers & Appraisers and ICLE in Georgia

FRIDAY  •  JULY 13, 2012

Presiding:
Oscar Lee Wiseley, Jr., Immediate Past Chair, Fiduciary Law Section, State Bar of Georgia; Director, Financial Strategies, Synovus Family Asset Management, Columbus

8:30
The Financial Action Task Force and The Good Practices Guidance
Duncan E. Osborne, Osborne, Helman, Knebel & Deleery, L.L.P., Austin, TX
9:30

You Can’t Always Get What You Want: When Divorce and Wealth Planning Collide
Nancy F. Lawler, Lawler Green Givelber & Prinz LLC, Atlanta

10:30
BREAK—Snacks provided by Bessemer Trust
10:45
The Use of Trusts in Business Succession Planning
James R. “Jim” Robinson, Schiff Hardin LLP, Atlanta
11:45
Decanting Trusts in Georgia
Nikola R. “Nick” Djuric, Sutherland Asbill & Brennan LLP, Atlanta
Elizabeth A. Faist, Sutherland Asbill & Brennan LLP, Atlanta
12:45
RECESS
1:15
TENNIS CLINIC AT THE KING & PRINCE (Limited to 16 Players).
Contact Ed Vinhateiro: evinhateiro@huntermaclean.com
Sponsored by Hunter Maclean
1:30 GOLF TOURNAMENT AT THE HAMPTON CLUB
SATURDAY  •  MAY 26, 2012

Presiding:
James R. “Jim” Robinson, Chair-Elect, Fiduciary Law Section, State Bar of Georgia, Atlanta

8:30

If I Had Known Then What I Know Now—A CPA’s Insights Into Some Income Tax Issues Raised By Estate Planning Strategies
Barbara M. Coats, Windham Brannon, P.C., Atlanta

9:30
Georgia Recent Developments
Mary F. Radford, Professor, Georgia State University College of Law, Atlanta
10:30
BREAK—Snacks sponsored by Bessemer Trust
10:45
This is NOT Your Father’s Philanthropy: LLC (c)(3)s, L3Cs, B Corps, and Social Enterprise
Cassady V. “Cass” Brewer, Assistant Professor, Georgia State University College of Law, Atlanta
11:45
ADR Options for T&E Lawyers
Adam R. Gaslowitz, Gaslowitz Frankel LLC, Atlanta
John C. “Jack” Sawyer, Alston & Bird LLP, Atlanta
12:45
ADJOURN