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On Demand

Basic Fiduciary Law 201


CLE Hours: 6 including 6 General, 0 Ethics, 0 Professionalism, 1 Trial Practice

Categories:
Trial Practice
Original Program Date:
Oct 26, 2023


Description

 

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

 

 

  • Presiding:
  • L. Alyson Graham, LLM, Program Chair; Trust and Estate Specialist, Willis Investment Counsel, Gainesville, GA
  • 8:30
  • Greeting
  • Julia Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA

  • 8:35
  • Welcome and Program Overview
  • L. Alyson Graham

  • 8:40
  • Charitable Giving in Estate Planning
  • Christy Eckoff, LLM, CAP, Senior Trust Advisor, Wells Fargo Wealth & Investment Management, Atlanta, GA

  • 9:30
  • A Guide to Choice – Entity Selection in the 21st Century
  • Nathan Powell, Managing Partner, Powell Firm, LLC, Lawrenceville, GA

  • 10:20
  • Break

  • 10:30
  • Will Drafting: Beyond Essentials
  • John Cleveland "Cleve" Hill, Managing Partner, Hill & Watchko, LLC, Alpharetta, GA

  • 11:25
    Guardianships, Conservatorships and Alternatives Under Georgia Law
    Emma H. Barry, The Bowden Law Firm, LLC, Atlanta, GA

  • 12:15
  • Lunch

  • 1:00
  • Elder Law Basics
  • Kelley Napier, CELA, Partner, Georgia Estate & Elder Law, LLC, Atlanta, GA

  • 1:55
  • Break

  • 2:05
  • The Probate Process: What It Is and How to Navigate Trial Practice CLE Hour
  • Christina Cason Bishop, Managing Partner, Hodges, McEachern & King, Peachtree City, GA

  • 3:05
  • Non-Probate Transfers
  • Joseph A. Sillitto, Shareholder, Page Scrantom, Columbus, GA

  • 3:55
  • Adjourn

 

Handouts

Speaker

Ms. Leslie Alyson Graham's Profile

Ms. Leslie Alyson Graham Related Seminars and Products

Willis Investment Counsel


Alyson Graham is a Trust and Estate Specialist for Willis Investment Counsel (“WIC”), a 44-year-old independent investment management firm in Gainesville, Georgia, where she supports a holistic approach to wealth planning, working with clients, their families and their legal and tax advisors to help clients understand and achieve their estate and wealth planning goals.  Prior to joining WIC in 2022, Alyson served as Senior Vice President and Head of Personal Trust Services at Ameris Bank.  Prior to that, Alyson was in private practice for over 11 years, first with Stewart, Melvin & Frost, LLP in Gainesville, and then with Smith Gambrell & Russell in Atlanta, at each firm focusing her practice on estate and tax planning and trust and estate administration for high net worth and ultra high net worth individuals and their families.  Alyson currently serves as Assistant Secretary of the Fiduciary Section of the State Bar of Georgia, and also serves on the Section’s Legislative and Code Revision Committees. She is a graduate of the inaugural class of the Southeast Fellows Institute of the American College of Trust and Estate Counsel and a member of the Real Property, Probate & Trust Law Section of the Florida Bar.  Alyson graduated magna cum laude from Georgia State University College of Law, and earned her LL.M. in taxation from New York University School of Law.



Mr. Nathan Pate Powell Related Seminars and Products

Powell & Edwards Attorneys at Law PC




Ms. Kelley Marie Napier's Profile

Ms. Kelley Marie Napier Related Seminars and Products

Georgia Estate & Elder Law LLC


Kelley Napier is a partner at Georgia Estate & Elder Law in Atlanta. Kelley holds the Certified Elder Law Attorney (CELA) designation from the National Elder Law Foundation (NELF), the only organization approved by the American Bar Association to offer certification in elder law. She is a member of the National Academy of Elder Law Attorneys, where she currently serves on the board of the Georgia Chapter. Kelley serves on the Parkinson’s Foundation Georgia Chapter Advisory Board and the Friends of Benson board supporting the Dorothy Benson Senior Center. She also participates in the Georgia Association of Women Lawyers, the Stonewall Bar Association, and the Planned Giving Council at Oglethorpe University. She has been selected as a Super Lawyer Rising Star each year since 2020.

 

Prior to joining Georgia Estate & Elder Law, Kelley worked with another local firm specializing in Medicaid Planning. It was this legal work and Kelley’s experience navigating the long-term care system for her grandmother that prompted her enrollment in law school. Previous to her legal work, Kelley worked in the construction industry for several years.

 

Education:

  • Juris Doctor, Georgia State University (GSU) College of Law, May 2015:  Honors in pro bono service

  • Masters in Business Administration (MBA), Piedmont College, May 2009

  • Bachelors of Arts in Sociology with Concentration in Social Work, Oglethorpe University, August 2004, cum laude

 


Personal:

Kelley grew up in Gwinnett County. She currently lives in Atlanta with her family. She is active with her church and enjoys spending time at Lake Lanier.


Mr. Joseph Andrew Sillitto Related Seminars and Products

Page Scrantom Sprouse Tucker & Ford PC



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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