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On Demand

Basic Fiduciary Law 101

CLE Hours: 7 including 7 General, 1 Ethics, 0 Professionalism, 0 Trial Practice

Course Levels:
Normal CLE Studies
Original Program Date:
Mar 31, 2023
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Description

 

  • Speakers, session times and credit hours are subject to change.
  • Ethics | Professionalism | Trial Practice

 

  • PRESIDING:
  • Elizabeth A. Faist, Program Chair; Djuric Spratt P.A., Atlanta, GA



    •  
  •  
  • 8:10
  • WELCOME AND PROGRAM OVERVIEW
  • Elizabeth A. Faist

  • 8:15
  • PLANNING FOR RETIREMENT BENEFITS
  • Amanda Valenti, Director of Financial Planning, Wealth Advisor, Brightworth Private Wealth, Atlanta, GA

  • 9:15
  • WILL DRAFTING 101
  • Felix S. Swierski, IV, Associate, Arnall Golden Gregory LLP, Atlanta, GA
  • Tyson D. Willis, Senior Associate, Arnall Golden Gregory LLP, Atlanta, GA

  • 10:15
  • BREAK

  • 10:25
    ETHICAL MANAGEMENT AND MARKETING OF AN ESTATE PLANNING PRACTICE Ethics CLE Hour
    Leslie L. Cadle, Attorney, Smith Hawkins Hollingsworth & Reeves, LLP, Macon, GA

  • 11:25
    BUSINESS SUCCESSION PLANNING 101
    William L. Bennett, Associate, James Bates Brannan Groover LLP, Macon, GA

  • 12:25
  • LUNCH

  • 1:00
  • NON-PROBATE PLANNING
  • Joseph A. Sillitto, Attorney, Page Scrantom Sprouse Tucker & Ford PC, Columbus, GA

  • 2:00
  • BREAK

  • 2:10
  • EVERYTHING YOU WANT TO KNOW ABOUT ESTATE ADMINISTRATION 101 
  • Hillary S. Stringfellow, Shareholder, Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick, GA

  • 3:10
  • ESTATE DISPUTES
  • Jenny Martin Walker, Attorney, Adams Hemingway Wilson Rutledge LLC, Macon, GA

  • 4:10
  • ADJOURN

 

Handouts

Brochure (Revised) v2 (160.6 KB)

version 2 with CLE changes

 Download
eBook (Revised) v3 (11.3 MB)

V3  with CLE updates.

 404 Pages Available after Purchase

Speaker

Ms. Elizabeth Anne Faist's Profile

Ms. Elizabeth Anne Faist Related Seminars and Products

Djuric Spratt PA

Amanda Valenti Related Seminars and Products

Brightworth Private Wealth

Mr. Tyson David Willis's Profile

Mr. Tyson David Willis Related Seminars and Products

Arnall Golden Gregory LLP

Tyson Willis is a senior associate at Arnall Golden Gregory in Atlanta, where his practice focuses on wealth transfer planning for ultra high net worth clients, charitable planning, and estate tax planning for carried and promoted interests.  Tyson is a graduate of Brigham Young University and Harvard Law School.  He received his LLM in taxation at New York University.  He is a member of the Atlanta Estate Planning Council and is a frequent speaker and author on estate planning topics, including tax-efficient gifting, estate planning after the 2017 tax reform, and planning to minimize the impact of spousal elective share laws.

Mr. Felix Stanley Swierski IV's Profile

Mr. Felix Stanley Swierski IV Related Seminars and Products

Arnall Golden Gregory LLP

Felix is an associate at Arnall Golden Gregory LLP in Atlanta, where he advises individuals and their families on complex wealth transfer planning strategies, including estate and gift tax planning, charitable giving, family business succession planning, and estate administration. He also advises tax-exempt entities, such as public charities and private foundations on corporate governance issues and various tax compliance requirements.

Felix is a graduate of the State University of New York at Buffalo and the Georgetown University Law Center. 

Ms. Leslie Lyon Cadle's Profile

Ms. Leslie Lyon Cadle Related Seminars and Products

Smith, Hawkins, Hollingsworth & Reeves, LLP

Leslie L. Cadle is an attorney with the law firm of Smith, Hawkins, Hollingsworth & Reeves, LLP in Macon. Leslie focuses her practice in the areas of estate planning and probate administration. She received her B.A. in journalism from the University of Georgia and her law degree from Mercer University School of Law.

 

Leslie is currently a member of the Macon Bar Association, the William A. Bootle American Inn of Court. She is a member-at-large on the Executive Committee of the Fiduciary Law Section and serves as Chair of Communications Committee of the State Bar of Georgia. She is a Past President of the Middle Georgia Chapter of the Georgia Association for Women Lawyers and previously served as a board member of the Hay House and Georgia Legal Services Program. 

 

Mr. William Lovett Bennett Related Seminars and Products

James Bates Brannan Groover LLP

Mr. Joseph Andrew Sillitto Related Seminars and Products

Page Scrantom Sprouse Tucker & Ford PC

Ms. Hillary S. Stringfellow Related Seminars and Products

Gilbert Harrell Sumerford & Martin PC

Ms. Jenny Martin Walker Related Seminars and Products

Adams Hemingway Wilson & Rutledge LLC

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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