Basic Fiduciary Practice '12

Recorded March 21, 2012

Co-sponsor

  • Fiduciary Law Section, State Bar of Georgia

Presiding

  • Jeremy T. Ware, Program Chair, Arnall Golden Gregory LLP, Atlanta

introduction AND PROGRAM OVERVIEW

Jeremy T. Ware

PLANNING FOR LONG-TERM CARE

Daniel D. Munster, Daniel D. Munster, P.C., Atlanta

BASIC WILL FORMATS

  • Michelle L. Harris, Arnall Golden Gregory, LLP, Atlanta

  • Michael L. Van Cise, Arnall Golden Gregory, LLP, Atlanta

PLANNING FOR RETIREMENT BENEFITS

Lisa Brown, Brightworth, Atlanta

ESTATE TAX ISSUES

R. Mark Williamson, Alston & Bird LLP, Atlanta

PLANNING TO MINIMIZE THE RISK OF AN ESTATE DISPUTE

Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta

PROFESSIONALISM IN ESTATE PLANNING (PANEL)

  • M. Leon “Lee” Drake, Davis, Matthews & Quigley, P.C., Atlanta

  • M. Everett “Rett” Peaden, Davis, Matthews & Quigley, P.C., Atlanta

PLANNING FOR LIFE INSURANCE

Oscar Lee Wiseley, Jr., Synovus Family Asset Management, Columbus

ADMINISTERING A SMALL ESTATE

Hillary S. Stringfellow, Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick