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Live Event

Estate Planning Institute


CLE Hours: 9 including 9 General, 0 Ethics, 1 Professionalism, 0 Trial Practice

Location:
University of Georgia Center for Continuing Education & Hotel - Athens, Georgia


Description

Please Note: Speakers and session times, credit hours are subject to change.

 

Presiding:

 

James W. Hass Jr., Program Chair; Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley, P.C., Atlanta, GA

 

 

8:00

IN-PERSON REGISTRATION

 

 

8:55

WELCOME AND PROGRAM OVERVIEW

 

James W. Hass Jr.

 

 

9:00

BUSINESS SUCCESSION PLANNING

 

Willard D. Thompson, James Bates Brannan Groover LLP, Athens, GA

  William L. "Will" Bennett, James Bates Brannan Groover LLP, Macon, GA  

 

 

10:00

DIGITAL ASSET PLANNING

 

Elizabeth A. Faist, Djuric Spratt, Atlanta, GA

 

 

11:00

BREAK 

 

 

11:15

ESTATE PLANNING FOR TIMBER AND FARMS

  Russell D. Henry, Coleman Talley LLP, Jacksonville, FL
 

 

12:15 

FIDUCIARY LAW SECTION ANNUAL MEETING

 

 

12:30

LUNCH

 

 

 1:45

DEATH IS MY LIFE: TALES FROM THE ESTATE ADMINISTRATION TRENCHES

 

Allen L. Venet, Estate Administration Specialist, Djuric Spratt, Atlanta, GA

 

 

2:45

IRAS AND TRUSTS

 

Ritesh G. Patel, Cohen Pollock Merlin Turner, P.C., Atlanta, GA

 

 

3:45 BREAK
   

4:00

PLANNING FOR ADDICTION AND MENTAL ILLNESS: UNDERSTANDING TREATMENT TO BETTER SUPPORT OUR CLIENTS

 

Oscar Lee Wiseley, Jr., J.D., L.L.M., Director, Wealth Strategies, Senior Vice President, The Family at Synovus, Columbus, GA

 

Patrick Stultz, Talbott Recovery, Atlanta, GA

 

Heather Smith, Georgia Department of Behavioral Health & Developmental Disabilities, Atlanta, GA

 

 

5:00

RECESS

 

 

 

 

  FRIDAY, FEBRUARY 3, 2023
 

 

8:15

IN-PERSON REGISTRATION

   
9:00 PURSUIT OF PROFESSIONALISM WITH THE BEYOND DIFFICULT CLIENT (Provides professionalism specialty credit.) 
  Hon. Kelli L. Wolk, Chief Judge, Cobb Probate Court, Marietta, GA
  Hon. Kristin Poland, Judge, Cobb Probate Court, Marietta, GA
  Hon. Tara Riddle,  Judge, Cobb Probate Court, Marietta, GA
 

 

10:00

new Georgia psychiatric advance directive

 

Daniel D. Munster, The Eldercare & Special Needs Law Practice of Daniel D. Munster, Sandy Springs, GA

 

 

11:00 BREAK
   
11:15 RECENT DEVELOPMENTS IN GEORGIA FIDUCIARY LAW

 

Blake N. Melton, J.D., LL.M., The Family at Synovus, Columbus, GA

 

 

12:15

ADJOURN

 

 

 

PROGRAM COORDINATOR:

 

Colette Reed, Program Coordinator

 

 

Handouts

Speaker

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.


Mr. Russell Dale Henry's Profile

Mr. Russell Dale Henry Related seminars and products

Coleman Talley LLP


Russ has practiced in the area of estate planning for over 25 years with clients throughout south Georgia and north Florida with many owning agricultural or timber assets.  He grew up on a dairy and tobbaco farm in Colquitt County, Georgia and continues a lifetime of interest in agriculture.  Russ is a graduate of Georgia State University School of Law (magna cum laude) and the University of Georgia.  He is member of the bars of Georgia and Florida, practicing in both the Valdosta, Georgia and Jacksonville, Florida offices of Coleman Talley LLP.   He has four sons, three of whom have graduated from UGA, with one in his junior year at UGA. 


Ms. Elizabeth Anne Faist's Profile

Ms. Elizabeth Anne Faist Related seminars and products

Djuric Spratt PA


Elizabeth Faist 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. Kelli L. Wolk's Profile

Ms. Kelli L. Wolk Related seminars and products

Cobb County Probate Court


BS in Communications with an emphasis in Television Production

  • Missouri State University (f/k/a Southwest Missouri State)

 

Georgia State Law School College of Law 1999

Cobb County Probate Court, Law Clerk to Judge David Dodd 1999-2001

Moore, Ingram, Johnson & Steele, LLP 2001-2008

  • Probate litigation associate
  • Estate planning associate

 

Cobb County Probate Judge 2009-present

 

Former Member of the Probate Judges’ Council Executive Committee

  • President
  • Executive Committee
  • Legislative Committee
  • Rules & Forms Chair

 

Member of the State Bar of Georgia

  • Former Chair YLD, Elder Law Committee

 

Cobb County Bar Association

  • Member 
  • Former Treasurer, Trustee at Large, Law Day Chair, CLE Chair
  • Former Chair of the Elder Law Section

 

Graduate Leadership Cobb, 2008

Former Member LC Advisory Board

 

GAWL Leadership Academy Alum

 

Former YWCA (now LiveSafe) Board Member

Former Board Member, MUST Ministries

 

Most importantly, wife to Ron, mom to Anna, and food source/walker of Bo.




Mr. Ritesh G. Patel's Profile

Mr. Ritesh G. Patel Related seminars and products

Cohen Pollock Merlin Turner PC


Ritesh “Tesh” Patel practices in the area of estate planning and trusts and foundations. Tesh helps families and individuals with trust formation, implementing sophisticated estate and gift tax saving techniques, lifetime gifting, charitable planning, incapacity planning, intra-family transactions, and post-mortem trust and probate administration.  He regularly provides counsel to multiple generations of families, working alongside their teams of trusted advisors to develop tax efficient and long-term planning strategies to facilitate the family’s ultimate wealth planning goals.


Mr. Oscar L. Wiseley Jr.'s Profile

Mr. Oscar L. Wiseley Jr. Related seminars and products

Synovus Family Asset Management


OSCAR LEE WISELEY, JR. is Director, Wealth Strategies for the Family Office at Synovus, a multi-family office of Synovus Trust Company, N.A. in Columbus, Georgia, where he assists clients of the Family Office with multi-generational wealth planning and advises the trust company on fiduciary matters.  Prior to joining the Family Office in 2006, Mr. Wiseley was in private law practice for 11 years with the Bowden Law Firm (later Bowden Spratt), a boutique estate planning firm in Atlanta, Georgia where his practice focused on estate and tax planning, charitable planning, estate and trust administration and wealth transfer tax controversies.  Prior to private law practice, Lee worked for the Internal Revenue Service as an estate tax attorney performing audits on estate and gift tax returns and providing litigation support in Tax Court.  He also has private business experience working for his family’s manufacturing business in Atlanta and Birmingham in the 1980’s.  An active speaker on estate planning issues to professional groups in Georgia, Mr. Wiseley is a Past Chair of the Fiduciary Law Section of the State Bar of Georgia and serves on the legislative committee for the Fiduciary Law Section and the Investment Committee for the Georgia Bar.  He received his B.B.A. and J.D. from the University of Georgia and LL.M. in Taxation from Emory University School of Law. 




Allen L. Venet's Profile

Allen L. Venet Related seminars and products

Djuric Spratt PA


Allen Venet has been handling estate and trust matters for more than 40 years, first as a practicing attorney in Chicago, then as a bank trust officer at The Northern Trust, followed by 26 years with SunTrust (now Truist) Bank in Atlanta.  After retiring from the bank, Venet joined Djuric Spratt PA where he assists and advises individual and corporate fiduciaries.  He and his wife live near Decatur.


Mr. Daniel Denzer Munster's Profile

Mr. Daniel Denzer Munster Related seminars and products

Daniel D Munster P.C.


Daniel D. Munster received his Bachelor of Arts degree from Vanderbilt University in 1990.  He went on to study law at the University of Detroit where he was published on Law Review and clerked for the Michigan Supreme Court.

Admitted to practice law in Georgia since 1994, Mr. Munster has invested more than twenty-five years assisting Georgians with various eldercare, special needs, and traditional estate planning matters.  Early in his career, Dan had the opportunity to learn a great deal while working with the Senior Citizens Law Project, a division of Atlanta Legal Aid.  In 1999, he founded The Eldercare & Special Needs Law Practice of Daniel D. Munster.  While the firm’s main office is located in Atlanta, Georgia, it represents clients across the state without regard to geographic location.

Mr. Munster often delivers presentations to attorneys, financial professionals and organizations on topics related to his practice.  His writings have appeared in various publications including the Georgia Bar Journal.  A passionate advocate for the elderly, Dan was named to serve on the Georgia Alzheimer’s and Related Dementias State Plan Task Force in 2013.  Dan is a member of the State Bar of Georgia, the Atlanta Bar Association, the Atlanta Estate Planning Council, and the National Academy of Elder Law Attorneys.

Mr. Munster's ethical, compassionate, and skilled approach to the practice of law has earned favorable recognition across the legal community.  For example, the Board of Regents of The American College of Trust and Estate Counsel (ACTEC) elected Mr. Munster to be a Fellow at its December 2022 Fall Meeting in San Francisco.  Additionally, Martindale-Hubbell has awarded Mr. Munster its highest peer review rating (AV Preeminent) every year since 2005.  Atlanta Magazine has recognized Mr. Munster as a Georgia “Super Lawyer” in the category of Elder Law every year since 2007.  Additionally, Dan has earned recognition in rankings compiled by Best Lawyers in America (2019 – 2023) and U.S. News & World Report (2020 – 2023) for his work in the categories of both Elder Law and Trusts & Estates.


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 TheAmerican College of Trust and Estate Counsel.He is a past Chairperson of the Fiduciary LawSection of the State Bar of Georgia and currently serves on its Code Revision and LegislativeCommittees. He is also active in his local community andis the founder and chair of StandingBoy, Inc., a nonprofit that has raised nearly $2,500,000 and is in process of constructing 35miles 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 ofLaw.They have two daughters, Finley and Asher



Heather Smith Related seminars and products

Georgia Department of Behavioral Health and Developmental Disabilities


Location

University of Georgia Center for Continuing Education & Hotel

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1197 S Lumpkin St, Athens, Georgia 30602, United States

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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