025087 FIDUCIARY LAW INSTITUTE, 869 pages; 2002, $42.50
Our Changing Practices Under Changing Laws (Including Implications for Drafting) * Subpoena Who? The Lawyer as Witness * Children in a Rowboat and Other Potential Mistakes in Estate Planning * Recent Developments in Georgia Fiduciary Law * Perpetual Dynasty Trusts, Total Return Trust Statutes and Domestic Asset Protection Trusts * A Practical Review of Family Limited Partnerships: Execution, Strategies, Benefits and Burdens * In RE: Estate of Marvin Gardens: Selected Evidence Problems in the Trial of a Will Contest * Prenuptial, Postnuptial & Non-Marital Cohabitation Agreements * The ABC’s of Allocation of Generation-Skipping Transfer Tax Exemption– 6 Bites at the Apple * Guardians Ad Litem: A View from the Bench and Bar * Proposed Revisions to Georgia’s Guardianship Code.
 
024935 47th ANNUAL ESTATE PLANNING INSTITUTE, 351 pages; 2002, $20.50
The 2001 Ax Tax Acts Facts * The Evolution of the Total Return Unitrust * Recent Developments in Georgia Fiduciary Law * Drafting Wills Under the New Estate Tax Law * Planning to Avoid Estate Disputes: Postcards from the Battlefield * “The Art of Prophecy is Very Difficult, Especially with Respect to the Future”– Mark Twain * Charitable Giving Under the New Tax Regime * IRA Distributions: “The Way We Were” vs. “Happy Days Are Here Again” * Ethics/Professionalism * Recent Developments in Split Dollar Life Insurance.
 
035267 48th ANNUAL ESTATE PLANNING INSTITUTE, 426 pages; 2003, $23.00
Transfer Tax Planning Considerations for Resident and Non-Resident Aliens * Environmental Issues for Trusts, Estates, Fiduciaries and Beneficiaries * Recent Developments in Georgia Fiduciary Law * Ethical Issues with Capacity * Current Insurance Issues and Questions Facing Your Clients * Health Care Directives * Estate and Gift Tax Return Preparation: Tips and Techniques * Significant Nontax Estate Planning Issues * Choice of Entity in Estate Planning: Rules of Thumb * Mediation in the Fulton County Probate Court.
 
025218 PROPOSED REVISIONS TO GEORGIA’S GUARDIANSHIP CODE, 188 pages; 2002, $15.00
General Provisions * Guardians of Minors * Conservators of Minors * Guardians of Adults * Conservators of Adults * Judge as Custodian of Certain Funds * Guardians of Beneficiaries of U.S. Department of Veterans Affairs * County Guardians * General Provisions Relating to Probate Court Proceedings Regarding Guardianship and Conservatorships.
 
035312 BASIC FIDUCIARY PRACTICE, 472 pages; 2003, $24.50
Basic Will Formats * Estate Tax Issues * Minimizing the Risk of an Estate Dispute In the Planning Stage: A Proactive Approach to Estate Planning * Nursing Home Medicaid * Estate and Tax Planning for Retirement Benefits * Life Insurance Matters * Ethical Issues in Estate Planning; A Panel Discussion– Potential Ethical Issues in Attorney Serving as Fiduciary * Ethical Issues in Estate Planning; A Panel Discussion– Potential Conflicts of Interest in a Closely Held or Other Business Representation * Ethical Issues in Estate Planning; A Panel Discussion Conflicts, Representation and Competency * Everything You Always Wanted to Know About Administering a Small Estate but Were Afraid to Ask.
 
035419 SPECIAL NEEDS TRUSTS, 190 pages; 2003, $14.50
What Is a Special Needs Trust, and Why Might My Client Need One? * Drafting “Special Needs” Trusts for Disabled Beneficiaries * A Potpourri of Special Needs Issues * The Georgia Community Trust– Georgia’s (d)(4)(c) Trust * Funding Considerations for Self-Settled “Special Needs” Trusts * Reforming Non-Complying Trusts * Fixing Problems: Modifying Non-Compliant Trusts to be Special Needs Trusts * Administering Special Needs Trusts: A Corporate Trustee’s Perspective.
 
035454 FIDUCIARY LAW INSTITUTE, 444 pages; 2003, $23.50
IRA Distribution, Trust and Estate Planning Issues Under the Final IRS Regulations * Forum Choice– State and Federal– and Trial Techniques, in the Damage Suit Against the Fiduciary * Recent Developments in Georgia Fiduciary Law * Charitable Planning in Today’s Economic Environment: Charitable Lead Trusts * State Estate and Inheritance Taxes: If We Must Go There, What Should We Do and Not Do? * Estate Planning (and Investing) Through Turbulence and Uncertainty * Report of the Georgia Flexible Income (Total Return) Trust Committee * Ethics Update 2003 * Valuation Issues Update * Total Return Trust: Are They Always Win–Win? * The Value of Art: Maximizing Its Value in an Estate or Trust.
 
035573 BASIC FIDUCIARY PRACTICE, 439 pages; 2003, $31.00
Estate Tax Issues * Basic Will Formats * Minimizing the Risk of an Estate Dispute in the Planning Stage: A Proactive Approach to Estate Planning * Estate and Tax Planning for Retirement Benefits * Nursing Home Medicaid * Life Insurance Matters * Ethical Issues in Estate Planning A Panel Discussion: Conflicts, Representation and Competency * Ethical Issues in Estate Planning A Panel Discussion Potential Conflicts of Interest in a Closely Held or Other Business Representation * Ethical Issues in Estate Planning– A Panel Discussion Potential Ethical Issues in Attorney Serving as Fiduciary * Ethics in Estate Planning Panel Hypothetical * Everything You Always Wanted to Know about Administering a Small Estate but Were Afraid to Ask.
 
045651 ESTATE PLANNING INSTITUTE, 411 pages; 2004, $29.50
A Practical Approach to FLPS: It’s Not All Doom and Gloom * Your Client Just got Hit by a Bus: Minimizing Risk in the Face of Unanticipated Events * Avoiding Estate Litigation: Let Him Who Desires Peace Prepare for War * Critical Considerations in Using Life Insurance in Estate Planning * “Current Trends in the Life Insurance Industry” * Whom Does the Attorney for the Fiduciary Represent? The Estate? The Fiduciary? The Fiduciary and the Beneficiary? The Current Dilemma in Georgia * A Brief Introduction to The Georgia Rules of Professional Conduct * Tax Payment Provisions and Equitable Apportionment * Understanding “Special Needs” Trusts for Disabled Beneficiaries * Recent Developments in Georgia Fiduciary Law.