CLE Hours: 12 General, 1 Ethics, 0 Professionalism, 1 Trial Practice
Speakers, session times and credit hours are subject to change. | |
Fiduciary Law Institute |
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July 13 - 15, 2023 Hotel Effie, Sandestin; Miramar Beach, Florida | |
PRESIDING: | |
Joseph A. Sillitto, Program Chair, Page Scrantom Sprouse Tucker & Ford PC, Columbus, GA | |
Thursday | |
13-Jul | |
7:30 | Registration and Breakfast |
8:15 | Welcome and Program Overview |
Joseph A. Sillitto, Program Chair, Page Scrantom Sprouse Tucker & Ford PC, Columbus, GA | |
8:20 | REVIEW OF THE PAST YEAR'S SIGNIFIcANT, CURIOUS, OR DOWNRIGHT FASCINATING FIDUCIARY |
Dana G. Fitzsimons Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust NA, Atlanta, GA | |
9:20 | Exempt Organizations |
Margaret W. Scott, Partner, Alston & Bird LLP, Atlanta, GA | |
R. Mark Williamson, Partner, Alston & Bird LLP, Atlanta, GA | |
10:20 | Break |
10:40 | Trust Tax Traps |
Bridget Dunk, Partner, Bennett Thrasher, Atlanta, GA | |
11:40 | The Florida Probate System |
Bruce A. McDonald, McDonald Fleming d/b/a Statewide Probate, Pensacola, FL | |
12:40 | Recess |
Friday | |
14-JUL | |
7:30 | Registration and Breakfast |
8:15 | Welcome and Program Overview |
LeAnne M. Gilbert, Partner, Gaslowitz Frankel LLC, Atlanta, GA | |
8:20 | over-rated: how surging interest rates and slow growth may radically change wealth transfer planning |
Thomas J. Pauloski, National Managing Director of Wealth Strategies, Bernstein Private Wealth Management, Atlanta, GA | |
9:20 | Fiduciary Litigation (Provides trial practice credit.) |
Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta, GA | |
Kristen A. Yadlosky, Gaslowitz Frankel LLC, Atlanta, GA | |
10:20 | BREAK |
10:40 | Special Needs Triage |
Kim C. Martin, Partner, Harrison & Held LLP, Atlanta, GA | |
11:40 | Elder Law |
Daniel D. Munster, The Eldercare & Special Needs Law Practice of Daniel D. Munster, Atlanta, GA | |
12:40 | Recess |
1:30 | GOLF ACTIVITY |
1:30 | TENNIS ACTIVITY |
For those interested in Tennis send an email to Roger Kirschenbaum and Skip Sugarman. |
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Saturday | |
15-Jul | |
7:30 | Registration and Breakfast |
8:15 | Welcome and Program Overview |
James W. Hass Jr., Shareholder, Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley, P.C. Atlanta, GA | |
8:20 | The Family Office |
Skip Perkins, Ronald Blue Trust, Columbus, GA | |
Eric Ratliff, Ronald Blue Trust, Columbus, GA | |
9:20 | Ethics (Provides ethics credit.) |
Bruce M. Stone, Shareholder, Goldman Felcoski & Stone P.A., Naples, FL | |
10:20 | Break |
10:40 | Legislative Update |
Nikola R. "Nick" Djuric, Djuric Spratt PA, Atlanta, GA | |
T. Kyle King, Hodges McEachern & King, Peachtree City, GA | |
11:40 | Georgia Case Law Update |
Blake N. Melton, Sr., Wealth Strategist, The Family Office at Synovus, Columbus, GA | |
12:40 | Adjourn |
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.
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
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.
9300 Emerald Coast Pkwy W
Miramar Beach, FL 32550
Sandestin Group Reservations
1-800-320-8115
Group Code: 24M0YD
If booking online, please click on the link below:
Book Online: Sandestin - State Bar of Georgia - 24M0YD
The room cutoff date: June 21, 2023
(Sandestin Golf and Beach Resort is an adjoining hotel to the Hotel Effie Conference Center)
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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