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Live Event

Estate Planning Institute


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

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

Dates
Schedule at a glance



Description

 

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

 

  • Presiding:
  • Elizabeth A. Faist, Program Chair, Shareholder, Djuric Spratt P.A., Atlanta, GA
  •  
  • Thursday,
    February 1, 2024

  • 8:00
  • Registration and Breakfast

  • 8:50
  • Introduction
  • Julia D. Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA

  • 8:55
  • Welcome and Program Overview
  • Elizabeth A. Faist

  • 9:00
  • A Qualified Appraisal in the Context of Estate Planning: What, When & Why
  • Sarah DeKreek, Director, Bennett Thrasher, Atlanta, GA

  • 10:00
  • Trust Ch-Ch-Ch-Changes: Turn and Face the Stranger
  • Christa R. Boyd, Shareholder, Djuric Spratt P.A., Atlanta, GA
  • J. Thompson Turner, Jr., Counsel, Djuric Spratt P.A., Atlanta, GA

  • 11:00
  • Break

  • 11:15
  • Co-Owning Real Estate
  • David P. Adams III, President, Adams Capital, Atlanta, GA
  • Rebecca G. Cummings, Rebecca Godbey Cummings LLC; Principal Attorney and Studio Director, Legacy Studio Estate Law, Atlanta, GA
  • Cathy Wiegand, Wealth Strategist, The Family Office at Synovus, Columbus, GA

  • 12:15
  • Fiduciary Law Section Annual Meeting

  • 12:30
  • Lunch

  • 1:45
    Til Death Do Us Part...or Maybe Before? Family Law Considerations in Estate Planning
    Abbey S. Flaum, J.D., LL.M., Managing Director, Family Wealth Strategist, Homrich Berg, Atlanta, GA

  • 2:45
  • What Every Estate Planner Needs to Know about the Corporate Transparency Act
  • Garrett A. Brown, Associate, Arnall Golden Gregory LLP, Atlanta GA
    Michael L. Van Cise, Partner, Arnall Golden Gregory LLP, Atlanta GA

  • 3:45
  • Break

  • 4:00
  • Goofs, Go-Betweens, and Other Gremlins: Professional Responsibility, Ethics, and Loss Prevention for Estates & Trusts Attorneys 
  • R. Mark Williamson, Partner, Alston & Bird, Atlanta GA

  • 5:00
  • Recess

  • Friday,
    February 2, 2024

  • 8:15
  • Registration and Breakfast

  • 9:00
  • Proposed 2024 Revisions to Probate and Trust Codes
  • Nikola R. "Nick" Djuric, Shareholder, Djuric Spratt P.A., Atlanta, GA
  • T. Kyle King, Attorney, Hodges McEachern & King, Peachtree City, GA

  • 10:00
  • Changes to Nonprofit Corporation Code
  • Robyn M. Miller, Senior Corporate/Tax Counsel, Pro Bono Partnership of Atlanta and Recorder of Nonprofit Section Legislation Committee, Atlanta, GA
  • Thomas S. Richey, Retired Partner, Bryan Cave Leighton Paisner, LLP, Marietta, GA
  • Melinda E. Simon, Associate General Counsel, Emory University, Atlanta GA

  • 11:00
  • Recent Developments in Georgia Fiduciary Law
  • Blake N. Melton, J.D., LL.M., The Family Office at Synovus, Columbus, GA

  • 12:15
  • Adjourn

Version 2

 

Handouts

Speaker


Ms. Christa Rae Boyd's Profile

Ms. Christa Rae Boyd Related Seminars and Products

Djuric Spratt PA


Christa’s practice focuses on estate planning, transfer tax planning, and charitable giving.  In particular, she advises clients regarding sophisticated wealth transfer strategies, business succession planning, and the formation and taxation of private foundations and other charities.

 

Christa was a member of the inaugural 2022-2023 class of the Southeast Fellows Institute of The American College of Trust and Estate Counsel and a member of the 2022-2023 class of the Philanthropic Advisor Leadership Institute.  She has previously served as the Secretary of the State Bar of Georgia Fiduciary Law Section Code Revision Committee and currently sits on the boards of two Atlanta charities.

 

Christa received her B.F.A. from New York University and her J.D. from Vanderbilt University Law School.

 


Mr. John Thompson Turner Jr.'s Profile

Mr. John Thompson Turner Jr. Related Seminars and Products

Djuric Spratt PA


Thompson has practiced as an estate planning attorney for over a decade with a particular focus on complex estate and wealth transfer planning, wealth preservation planning, and estate and trust administration. His diverse experience includes advising clients on a range of issues, including business succession planning, charitable planning, educating next generation family members, and family office planning.

As a fifth-generation family owner of a Georgia company with diverse asset composition, Thompson understands the complexities and nuances of the intra-family issues that arise in the family business context from both a personal and professional standpoint. This unique perspective on multi-generational estate and family business planning enables him to provide practical and customized solutions that address his clients' unique needs and goals.

Thompson received his B.A. from Vanderbilt University, his J.D. from Emory University School of Law, and his LL.M. in Taxation from Loyola Law School.

 




Mr. Robert Mark Williamson Related Seminars and Products

Alston & Bird LLP


Mark Williamson

Mark Williamson is a partner and co-leader of Alston & Bird’s Wealth Planning and Exempt Organizations Teams. He is a Fellow of the American College of Trust and Estate Counsel and practices in the areas of estate planning and federal taxation.

Mark practiced with a Milwaukee law firm before joining Alston & Bird and has been an adjunct professor of law at the University of Wisconsin in Madison and Georgia State University in Atlanta. He has been a recurring faculty member of the annual Estate Planning Institute and Fiduciary Law Institute presented by the State Bar of Georgia Fiduciary Law Section.

In 1997, Mark received the Trusts & Estates magazine “Best Young Author Award” for a series of articles he coauthored with Professor Jeffrey Pennell of Emory University and is the author of a BNA Tax Management Portfolio on tax treaties for individuals. The Best Lawyers in America© recognized Mark as “Lawyer of the Year” in Trust and Estates in 2019 and in Tax Law in 2020. Mark has been named to the Georgia Super Lawyers list since 2004 and Chambers recognizes him as a Band 1 lawyer in Private Wealth Law – Georgia.

Mark also studied music at the doctorate level at Louisiana State University and the Catholic University of America, and continues to perform professionally, including a three-week tour of China in 2011–2012.


Mr. Nikola R. Djuric's Profile

Mr. Nikola R. Djuric Related Seminars and Products

Djuric Spratt PA


Nick Djuric joined Djuric Spratt after practicing trusts and estates law for more than 20 years at Eversheds Sutherland (formerly Sutherland Asbill & Brennan). Nick practices primarily in estate, gift, and generationskipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private familv offices and their professional advisors on multigenerational estate planning. As former chair of the Legislation Committee and chair of the Code Revision Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia's law of trusts and estates. Before he began practicing law, Nick was a law clerk for Chief Judge Gerald Bard Tjoflat of the U.S. Court of Appeals for the Eleventh Circuit.


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.  


Ms. Robyn Michelle Miller Related Seminars and Products

Pro Bono Partnership of Atlanta


Robyn has more than 30 years of corporate and tax-exempt law experience, including six years at Ernst & Young working primarily in the nonprofit arena. While at Ernst & Young, she worked in the National Tax-Exempt Organizations Group located in Washington, D.C. and worked with large non-profit organizations nationwide. She also created tax-exempt research and solution tools for Ernst & Young professionals to use in assisting their tax-exempt clients. In addition, she has given speeches nationwide on a variety of tax-exempt-related issues. Prior to working at Ernst & Young, she practiced law for five years in Washington, D.C. at Miller & Chevalier and Popham Haik, Schnobrich & Kaufman including tax transaction and controversy, corporate, and litigation work. As Senior Corporate/Tax Counsel for Pro Bono Partnership of Atlanta (PBPA) for more than15 years, Robyn acts as outside general counsel to over 300 nonprofits, provides corporate/tax legal advice to many of PBPA’s non-profit organizations and serves as a resource to PBPA’s volunteer attorneys. She also manages our Nonprofit Legal Check Ups which take place multiple times a year and involve evaluating the legal health of approximately 50 nonprofits a year. Robyn is a member and Programs Chair of the TE/GE EO Council, the Past Chair of the Georgia Bar Nonprofit Law Section, past Chair of the Legislative Committee of the Georgia Bar Nonprofit Law Section, and a member of the Atlanta Bar Tax Section Board. Robyn is a cum laude graduate of the University of Wisconsin, Madison and earned a J.D. from the New York University School of Law, where she was also CoExecutive Director of a 501(c)(3) nonprofit corporation.


Mr. Thomas Samuel Richey Related Seminars and Products


Retired Partner, Bryan Cave Leighton Paisner, LLP Mr. Richey practiced law with Powell Goldstein, LLP and Bryan Cave, LLP for 40 years, specializing in corporate, securities and financial litigation, as well as director and officer liability insurance coverage, nonprofit corporation and probate litigation. He has been a frequent speaker on corporate governance issues at business and nonprofit corporation seminars and organized seminars for the Bar on corporate litigation for 12 years. He also authored annual surveys of Georgia Corporation and Business Corporation Case Law Developments from 2005 to 2014 published in the Georgia Bar Journal and coauthored the Chapter on Director and Officer Liability in Georgia Business Litigation from 2014 to 2018. He served on the Business Law Section's Corporate Code Revision Committee, chairing subcommittees on indemnification, derivative actions and receiverships, and served on the Nonprofit Section's committee for three years in reviewing and revising the Georgia Nonprofit Corporation Code.


Ms. Melinda Ellen Simon Related Seminars and Products

Emory University


Mindy Simon has more than twenty years of experience working with tax-exempt entities. She is an Associate General Counsel and Senior Tax and International Specialist at Emory University, where she advises on a wide range of issues, including tax, executive compensation, conflicts of interest, international, and general corporate matters. Prior to joining Emory's Office of the General Counsel in August 2004, Mindy was with Smith, Gambrell & Russell, LLP in Atlanta. Mindy has served as Chair of the Nonprofit Law Section of the Georgia Bar (2016) and President of the Atlanta Chapter of the Georgia Association for Women Lawyers (2005- 2006). She serves as a frequent speaker and lecturer.


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



Sarah DeKreek's Profile

Sarah DeKreek Related Seminars and Products

Bennett Thrasher


Sarah DeKreek, ASA

 

Sarah is a Director within the Disputes, Valuation & Forensics department at Bennett Thrasher. She has over twenty years of experience providing valuation and related advisory services to clients seeking assistance with gift and estate tax planning and compliance, strategic planning and financial reporting.

 

Ms. DeKreek received a B.S. degree in Finance from Pennsylvania State University. She is an Accredited Senior Appraiser, has taught several valuation related courses to C-Suite executives through the American Management Association (AMA) and has served as an expert witness in litigation. Sarah lives in the Atlanta, Georgia area with her husband, Criss, and their three daughters.


Lodging Options

Reservation phone numbers:

1-800-884-1381
-or-
706-542-2134


 

 

Room Cutoff Date:
January 12, 2024
 

Audit

Note for Purchasers of Audit Tickets:

Purchasing an audit ticket provides you access to the live event and course materials.  

You will not receive CLE credit, nor will ICLE report credits to the Bar’s CLE Regulation Department.

If you later decide you would like CLE credit, you must contact ICLE at (678) 529-6688 or ICLE@gabar.org to request credit and pay the price differential

Know Before You Go...

PREPARING TO ATTEND 

  • • If you have an impairment or require any assistance, please email icle@gabar.org
  • • Children are not permitted to attend ICLE programs. Please arrange for childcare prior to arrival. 
  • • Although a power charging station will be available, please arrive with all electronic devices fully charged. 
  • • PLEASE DOWNLOAD THE MATERIALS PRIOR TO ARRIVAL TO ENSURE A SMOOTH EXPERIENCE. 
    • • If you ARE A MEMBER OF THE STATE BAR OF GEORGIA and have difficulty entering your login/password information, please contact the Membership Department at 404-527-8777 or Membership@gabar.org
    • • If you are NOT A MEMBER OF THE STATE BAR OF GEORGIA and have difficulty entering your login/password information, please contact the ICLE Department at 678-529-6688 or ICLE@gabar.org
    • • Once logged in, please select "Go to ICLE Classes/Seminars." 

 

DURING THE PROGRAM 

  • • Attendees should arrive at 1197 S Lumpkin St, Athens, Georgia 30602. The program will take place in the University of Georgia Center for Continuing Education & Hotel. 
  • • Parking is $10/day.
  • • Registration for the program will open at 8:00 a.m. in the Hill Atrium.
  • • Breakfast will be served from 7:30 a.m. to 9:00 a.m. on Thursday and 8:00 a.m. - 9:00 a.m. Friday in  salons 1, 2, 3, 4 and 5. 
  • • Lunch will be provided from 12:30 p.m. - 1:45 p.m. in salons 1, 2, 3, 4 and 5 Thursday. 
  • • Wi-Fi Network: UGA, no password is required.

 

By visiting your account, you can access course materials (under the blue "Handouts" tab) and an evaluation (under yellow "Certificate" tab) 

After the program, please complete a program evaluation: your input will help us improve. Program evaluations are in your bar account. Look for the yellow "Certificate" tab, near the blue "Handouts" tab. For certain programs, evaluations are not available until the program's conclusion. 

 

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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You can find FAQs here.