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Live Event

2025 Fiduciary Law Institute


CLE Hours: 12 including 12 General, 1 Ethics, 0 Professionalism, 0 Trial Practice

Categories:
Ethics
Location:
Omni Amelia Island Resort - Fernandina Beach, Florida

Dates
Schedule at a glance



Description

Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA) credit approval pending final agenda submission.

Agenda to be posted soon.

Speaker

Ms. Elizabeth Anne Faist's Profile

Ms. Elizabeth Anne Faist Related Seminars and Products

Duncan Spratt P.A.


Elizabeth Faist is a shareholder at Djuric Spratt, and she serves clients in the areas of trusts, estates, and charitable planning. She manages a variety of matters, including gift and generation-skipping transfer tax issues, preparation of estate-planning documents, administration of estates, and tax advice regarding private foundations and public charities. Elizabeth also counsels clients on tax and succession planning for their businesses. Prior to joining Djuric Spratt, Elizabeth practiced with Eversheds Sutherland in Atlanta and Williams Parker in Sarasota, Florida.



Ms. Kim Christine Martin's Profile

Ms. Kim Christine Martin Related Seminars and Products

Harrison LLP


Kim Martin is a trusts and estates attorney in Atlanta. Her practice focuses on estate planning for families with a disabled family member. Her areas of expertise also include guardianship/ conservatorship and divorce settlement agreements in cases that involve a child with special needs.
As the mother of two beautiful children, one of whom has Autism, Kim brings to her practice an appreciation for the unique challenges and joys of parenting a special needs child.
Kim was admitted to the practice of law in Georgia in 1999. She earned her law degree from the University of North Carolina at Chapel Hill (1999). She has a bachelor’s degree in English Literature from the University of Virginia (1990). 
Kim's publications include articles in Trusts and Estates Magazine and Family Lawyer Magazine. She is a frequent speaker on subjects related to special needs issues. Her appearances as a speaker include numerous workshops hosted by Families of Children Under Stress (FOCUS); the annual Special Needs Conference at Stetson University (October 2021 and 2022); the Chattanooga Estate Planning Council (October 2021); and the Estate Planning and Probate Section of the Atlanta Bar Association (December 2019). 

 



Mr. James Walter Hass Jr.'s Profile

Mr. James Walter Hass Jr. Related Seminars and Products

Lefkoff Duncan Grimes McSwain & Hass PC


James W Hass, Jr., “J.W, ” is a principal attorney with the law firm of Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley, P.C. J.W. practices primarily in the areas of estate planning, tax planning, probate, estate administration and closely held business matters.

 

J.W. was admitted to practice in Georgia in 1997 and is a member of the Fiduciary Law Section of the State Bar of Georgia, the Atlanta Bar Association and the Atlanta Estate Planning Council, Inc. J.W also speaks on probate, estate and tax planning matters.

 

A native of Rock Island, Illinois, J.W graduated from Vanderbilt University in 1994. He received his law degree in 1997 from the University of Georgia School of Law.








Ms. Stacy Williams Hanley's Profile

Ms. Stacy Williams Hanley Related Seminars and Products

Lefkoff Duncan Grimes McSwain & Hass PC



Stacy W. Hanley is a Principal of Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley, P.C. Ms. Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters. She was admitted to practice in Georgia in 1999.

A native of Atlanta, Georgia, Stacy graduated from The Lovett School. Stacy then graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington &Lee. She played on the first women’s basketball team, was a member of Kappa, Kappa, Gamma sorority and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy was elected to of The Order of the Coif, served as Senior Notes Editor for the International Journal of Comparative and International Law, was awarded The Real Property Law Section Award, and the Welborn B. Cody Scholarship.

Stacy began her legal career at Long, Aldridge & Norman, LLP in the commercial real estate group. Stacy then became General Counsel for Homes by Williamscraft, Inc., the homebuilding company started by her father, Wilmont Williams. When Stacy’s father unexpectedly died in 2015, Stacy experienced firsthand the complexities of the estate administration process for family businesses. Stacy then decided to join Lefkoff, Duncan, Grimes McSwain and Hass, P.C. so that she could utilize her practical and legal experience to help individuals and families navigate the estate planning and estate administration process.

Stacy has been a speaker for several estate planning and fiduciary law seminars at the State Bar of Georgia. She has also presented to the Atlanta Chapter of the “FSP” (Financial Service Professionals”), the GSCPA (Georgia Society of CPA’s) and to other individual groups on the topic of engaging women in the financial and estate planning process.

Serving her local community has always been important to Stacy. Stacy was a member of the Leadership Cobb Class of 2002. She has served on the Wellstar Health Systems Regional Advisory Board of Directors for Kennestone Hospital, the Board of Directors for the Dekalb County Development Authority and she served as Co-President of the Sarah Smith Elementary PTA. Currently, Stacy serves on the Northside Youth Organization’s Executive Board. She is a member of the State Bar of Georgia and the Atlanta Bar Association.
 



Mr. Timothy Kyle King's Profile

Mr. Timothy Kyle King Related Seminars and Products

Hodges McEachern & King


         T. Kyle King is a Fellow of the American College of Trust and Estate Counsel (ACTEC).  He is the senior partner at the firm of Hodges, McEachern & King in Peachtree City, and his practice has focused on trust and estate matters since 1997.  Kyle received his bachelor’s and law degrees from the University of Georgia, he co-chairs the Fiduciary Law Section’s Legislation Committee, and he was the recipient of the Georgia Council of Probate Court Judges’ 2022 Friend of the Council Award.  


Mr. Blake Neisler Melton's Profile

Mr. Blake Neisler Melton Related Seminars and Products

The Family Office at Synovus


Blake Melton is a Senior Wealth Strategist with The Family Office at Synovus and a fellow in The American College of Trust and Estate Counsel. He is a past Chairperson of the Fiduciary Law Section of the State Bar of Georgia and currently serves on its Code Revision and Legislative Committees. He is also active in his local community and is the founder and chair of Standing Boy, Inc., a nonprofit that has constructed nearly 35 miles of hiking and mountain biking trails on the Standing Boy property in north Columbus.

 

Blake met his wife Jensen while both were attending the University of Georgia School of Law. They have two daughters, Finley and Asher.











Lodging

COURTESY ROOM BLOCK

The State Bar of Georgia has secured a courtesy room block at Courtyard Amelia Island, which is less than ten miles from the Omni Amelia Island Resort.

COURTESY ROOM BLOCK  |  Courtyard Amelia Island

Start Date: Tuesday, July 22, 2025
End Date: Sunday, July 27, 2025


PROGRAM VENUE:

OMNI Amelia Island, 39 Beach Lagoon Road, Amelia Island, FL 32034

Hotel:  ICLE Fiduciary Law Institute 2025 | Omni Amelia Island Resort & Spa | Omni Hotels & Resorts

 
Reservation Cut-Off Date:  July 2, 2025
 
CANCELATION POLICY
Cancel 48 hrs prior to arrival, by 12 noon, forfeit 1 night

GUARANTEE & DEPOSIT POLICY
Deposit of 1 night's stay due at booking

Accreditation

Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA) credit approval pending final agenda submission.

Special Thanks...

Special thanks to the Fiduciary Law Section for its financial support of registration costs.

Location

Omni Amelia Island Resort

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39 Beach Lagoon Rd, Fernandina Beach, Florida 32034, United States
(888) 261-6161
www.omnihotels.com

Important Information

Please be advised that your credit will not be reported to the State Bar of Georgia CLE Regulation Department until after you have completed the steps necessary to earn credit for that program. 

Self reporting is required for all other jurisdictions.

The information presented is solely for educational purposes. The opinions expressed by the faculty in their materials and presentations are their own and do not necessarily reflect the opinions of the State Bar of Georgia, its officers, directors and/or employees. The faculty is not engaged in rendering legal or other professional advice and these presentations and publications are not a substitute for the advice of an attorney. All publications and presentations were created to serve the continuing legal education needs of practicing attorneys.

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You can find FAQs here.