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On Demand

Fiduciary Law Institute


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

Categories:
Ethics |  Professionalism
Original Program Date:
Jul 14, 2022


Description

 

Recorded: July 14-16, 2022

 

 

 

THURSDAY,

july 14, 2022

 

 

 

Presiding

 

LeAnne M. Gilbert, Program Chair; Partner, Gaslowitz Frankel LLC, Atlanta, GA

 

 

8:15

welcome and program overview

 

LeAnne M. Gilbert

 

 

8:20

State bar of Georgia governmental affairs

 

Christine Butcher Hayes, Governmental Affairs Director, State Bar of Georgia, Atlanta, GA

 

 

8:50

The family meeting (Professionalism)

 

Richard E. Barnes, Founder, BarnesLaw, LLC, Valdosta, GA

 

Rebecca Godbey Cummings, Principal/Director, Legacy Studios, Atlanta, GA

 

 

9:50

special needs trusts

 

Kristen M. Lewis, The Bowden Law Firm, Atlanta, GA

 

 

10:50

Break

 

 

11:05

Elder law enforcement

 

Julia Fisher Strauss, Associate General Counsel, Department of Aging Services, Department of Human Services, Atlanta, GA

 

Anna Thomas, Manager, Forensic Special Initiatives Units, GBI Crimes Against Disabled Adults and Elderly Task Force, Division of Aging Services, Atlanta, GA

 

 

12:05

Fiduciary litigation

 

Craig M. Frankel, Partner, Gaslowitz Frankel LLC, Atlanta, GA

 

 

1:05

Recess

 

 

 

 

 

FRIDAY,

july 15, 2022

 

 

 

Presiding

 

Brian M. Deutsch, McCurdy & Candler, Decatur, GA

 

 

8:15

welcome and program overview

 

Brian M. Deutsch

 

 

8:20

Legislative update

 

Nikola R. “Nick” Djuric, Shareholder, Djuric Spratt, Atlanta, GA

 

T. Kyle King, Partner, Hodges, McEachern & King, Peachtree City, GA

 

 

9:35

Corporate Trustees

 

Shelly N. Donaldson, Vice President and Business Development Officer, Cumberland Trust, Atlanta, GA

 

Teresa Whitton, President, Southeastern Trust Company, Chattanooga, TN

 

 

10:25

Break

 

 

10:40

tax planning and year’s support

 

Joseph A. Sillitto, Page, Scrantom, Sprouse, Tucker & Ford, P.C., Columbus, GA

 

 

11:40

Interesting Trust cases

 

Dana G. Fitzsimons, Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust, Atlanta, GA

 

 

12:40

Recess

 

 

 

 

 

SATURDAY,

JULY 16, 2022

 

 

 

Presiding

 

Joseph A. Sillitto

 

 

8:15

welcome and program overview

 

Joseph A. Sillitto

 

 

8:20

Ethics  (Ethics)

 

Samuel A. “Sam” Donaldson, Professor of Law, Georgia State University, Atlanta, GA

 

 

9:20

Reproductive issues in estate planning

 

Lila N. Bradley, Partner, Claiborne Fox Bradley Goldman, Atlanta, GA

 

 

10:20

Break

 

 

10:35

Case law update

 

Blake N. Melton, Vice President, Senior Wealth Strategist, The Family Law Office at Synovous, Columbus, GA

 

 

12:05

Adjourn

Handouts

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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