Download Brochure

Register Online


Seminar Number

9242

Early
Registration
Fee:

$335

On-Site
Registration
Fee:

$365

51st Annual
FIDUCIARY LAW INSTITUTE

THURSDAY - SATURDAY  •  JULY 14-16, 2016

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

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

WEDNESDAY  •  JULY 13, 2016

Presiding:
Jeremy T. Ware, Program Chair; Chair, Fiduciary Law Section, State Bar of Georgia; Arnall Golden Gregory LLP, Atlanta

5:00

WELCOME RECEPTION in the Delegal Room 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 14, 2016

Presiding:
Fiduciary Law Section, State Bar of Georgia

7:45
Registration
(All attendees must check in upon arrival. A jacket or sweater is recommended.)
8:25
WELCOME
Jeremy T. Ware
8:30
Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (At Least It Seems to Me)
Dana G. Fitzsimons, Jr., Bessemer Trust, Atlanta
9:30

The Job’s Not Over When the Documents Have Been Drafted: Complex Issues in Strategy Implementation and Tax Reporting
Bertram L. Levy, Arnall Golden Gregory LLP, Atlanta
Michael L. Van Cise, Arnall Golden Gregory LLP, Atlanta

10:30
break – Snacks provided by Bessemer Trust
10:45
Advanced International Estate Planning
Gideon Rothschild, Moses & Singer, LLP, New York, NY
11:45

Retiring Well from an Estate Planning Practice
Lisa Brown, CFP, CIMA, Brightworth, Atlanta
Annika Cushnie, CFP, CIMA, Brightworth, Atlanta

12:45
RECESS
6:30
RECEPTION (ends at 7:30)
Sponsored by Bonhams Auctioneers & Appraisers, Lawgic, LLC and ICLE in Georgia
FRIDAY  • JULY 15, 2016

Presiding:
Hillary S. Stringfellow, Past Chair, Fiduciary Law Section, State Bar of Georgia; Gilbert, Harrell, Sumerford & Martin, PC, Brunswick

7:30
attendee breakfast – Sponsored by Truxton Trust
8:30
Estate Planning With Retirement Accounts
Rebecca L. Sczepanski, HunterMaclean, Savannah & Brunswick
9:30
Decanting Best Practices
Susan T. Bart, Sidley Austin LLP, Chicago, IL
10:30
break – Snacks provided by Bessemer Trust
10:45
An Update on All Things Legislative in Georgia Fiduciary Law
Nikola R. “Nick” Djuric, Sutherland Asbill & Brennan LLP, Atlanta
11:45
Directors, Protectors and Later Objectors: Slicing and Dicing the Role of Trustee
Richard E. Barnes, BarnesLaw, LLC, Valdosta
12:45
RECESS
1:30
GOLF TOURNAMENT AT THE king and prince golf course
Golf Prizes Sponsored by Applied Economics
SATURDAY  • JULY 16, 2016

Presiding:
Mary B. Galardi, Chair-Elect, Fiduciary Law Section, State Bar of Georgia; Galardi Law, Atlanta

8:30
Recent Developments in Georgia Fiduciary Law
Mary F. Radford, Professor, Georgia State University College of Law, Atlanta
9:30
Estate, Gift, and GST tax Recent Developments
J. Jeffery Scroggin, Scroggin & Company, P.C., Roswell
10:30
BREAK – Snacks provided by Bessemer Trust
10:45
What Every Trust & Estate Attorney Needs to Know About Family Law
Steven K. Kirson, Kessler & Solomiany, LLC, Atlanta
11:45
Ethics from the View of the Bench (& Now from the Bar)
Hon. William J. “Bill” Self, II, Retired Judge, Bibb County Probate Court; Anderson, Walker & Reichert, LLP, Macon
12:45
ADJOURN