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Information
Fiduciary Law Institute (2022)
Original Program Date :
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Recorded: July 14-16, 2022 |
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THURSDAY, july 14, 2022 |
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Presiding |
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LeAnne M. Gilbert, Program Chair; Partner, Gaslowitz Frankel LLC, Atlanta, GA |
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8:15 |
welcome and program overview |
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LeAnne M. Gilbert |
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8:20 |
State bar of Georgia governmental affairs |
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Christine Butcher Hayes, Governmental Affairs Director, State Bar of Georgia, Atlanta, GA |
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8:50 |
The family meeting (Professionalism) |
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Richard E. Barnes, Founder, BarnesLaw, LLC, Valdosta, GA |
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Rebecca Godbey Cummings, Principal/Director, Legacy Studios, Atlanta, GA |
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9:50 |
special needs trusts |
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Kristen M. Lewis, The Bowden Law Firm, Atlanta, GA |
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10:50 |
Break |
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11:05 |
Elder law enforcement |
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Julia Fisher Strauss, Associate General Counsel, Department of Aging Services, Department of Human Services, Atlanta, GA |
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Anna Thomas, Manager, Forensic Special Initiatives Units, GBI Crimes Against Disabled Adults and Elderly Task Force, Division of Aging Services, Atlanta, GA |
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12:05 |
Fiduciary litigation |
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Craig M. Frankel, Partner, Gaslowitz Frankel LLC, Atlanta, GA |
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1:05 |
Recess |
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FRIDAY, july 15, 2022 |
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Presiding |
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Brian M. Deutsch, McCurdy & Candler, Decatur, GA |
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8:15 |
welcome and program overview |
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Brian M. Deutsch |
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8:20 |
Legislative update |
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Nikola R. “Nick” Djuric, Shareholder, Djuric Spratt, Atlanta, GA |
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T. Kyle King, Partner, Hodges, McEachern & King, Peachtree City, GA |
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9:35 |
Corporate Trustees |
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Shelly N. Donaldson, Vice President and Business Development Officer, Cumberland Trust, Atlanta, GA |
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Teresa Whitton, President, Southeastern Trust Company, Chattanooga, TN |
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10:25 |
Break |
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10:40 |
tax planning and year’s support |
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Joseph A. Sillitto, Page, Scrantom, Sprouse, Tucker & Ford, P.C., Columbus, GA |
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11:40 |
Interesting Trust cases |
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Dana G. Fitzsimons, Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust, Atlanta, GA |
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12:40 |
Recess |
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SATURDAY, JULY 16, 2022 |
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Presiding |
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Joseph A. Sillitto |
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8:15 |
welcome and program overview |
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Joseph A. Sillitto |
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8:20 |
Ethics (Ethics) |
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Samuel A. “Sam” Donaldson, Professor of Law, Georgia State University, Atlanta, GA |
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9:20 |
Reproductive issues in estate planning |
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Lila N. Bradley, Partner, Claiborne Fox Bradley Goldman, Atlanta, GA |
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10:20 |
Break |
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10:35 |
Case law update |
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Blake N. Melton, Vice President, Senior Wealth Strategist, The Family Law Office at Synovous, Columbus, GA |
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12:05 |
Adjourn |
