Seminar Number

107349

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CLE Hours
(Self-Study Only)

6 CLE Hours
including
1 Professionalism
Hour

 

BASIC FIDUCIARY PRACTICE

RECORDED MARCH 19, 2010

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

Presiding:
Patricia M. “Trish” Thompson, Program Chair, The Bowden Spratt Law Firm, P.C., Atlanta

INTRODUCTION AND PROGRAM OVERVIEW
Patricia M. Thompson

ESTATE TAX ISSUES
R. Mark Williamson, Alston & Bird LLP, Atlanta
BASIC WILL FORMATS
Jeremy T. Ware, Arnall Golden Gregory LLP, Atlanta
PLANNING FOR RETIREMENT BENEFITS
Lisa Brown, Brightworth, Atlanta
PLANNING FOR LONG-TERM CARE
Daniel D. Munster, Daniel D. Munster, P.C., Atlanta
PLANNING TO MINIMIZE THE RISK OF AN ESTATE DISPUTE
Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta
PROFESSIONALISM IN ESTATE PLANNING (PANEL)
Lee Drake, Davis, Matthews & Quigley, P.C., Atlanta
Rett Peaden, Davis, Matthews & Quigley, P.C., Atlanta
PLANNING FOR LIFE INSURANCE
Mary Frances Callis, The Bowden Spratt Law Firm, P.C., Atlanta
ADMINISTERING A SMALL ESTATE
Hillary S. Stringfellow, Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick