Seminar Number

076685

 

CLE Hours
(Self-Study Only)

6 CLE Hours
including
.5 Ethics Hour and
.5 Professionalism
Hour

BASIC FIDUCIARY PRACTICE

RECORDED NOVEMBER 30, 2007

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

Presiding:
Nikola R. Djuric, Program Chair; Sutherland Asbill & Brennan LLP, Atlanta
INTRODUCTION AND PROGRAM OVERVIEW
Nikola R. Djuric
BASIC WILL FORMATS
James R. Robinson, Arnall Golden Gregory LLP, Atlanta
PLANNING FOR RETIREMENT BENEFITS
David W. Polstra, Brightworth, Norcross
PLANNING TO MINIMIZE THE RISK OF AN ESTATE DISPUTE
Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta
PLANNING FOR LONG-TERM CARE
Daniel D. Munster, Daniel D. Munster, P.C., Atlanta
ESTATE TAX ISSUES
R. Mark Williamson, Alston & Bird LLP, Atlanta
PROFESSIONALISM AND ETHICS IN ESTATE PLANNING (PANEL)
James D. Spratt, Jr., King & Spalding LLP, Atlanta
Cynthia A. Duncan, King & Spalding LLP, Atlanta
Lee Drake, Davis, Matthews & Quigley, P.C., Atlanta
PLANNING FOR LIFE INSURANCE
O. Lee Wiseley, Jr., Synovus Family Asset Management, Columbus
ADMINISTERING A SMALL ESTATE
J. Benedict Hartman, Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick