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Fiduciary Law Institute (2023), 07/13/2023, On Demand More info »
Live Event

Fiduciary Law Institute

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

Ethics |  Trial Practice
Hotel Effie Sandestin - Miramar Beach, Florida

Schedule at a glance


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

    JULY 13, 2023

  • Joseph A. Sillitto, Program Chair, Page Scrantom Sprouse Tucker & Ford PC, Columbus, GA

  • 7:30

  • 8:15
  • Joseph A. Sillitto

  • 8:20
  • Dana G. Fitzsimons Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust NA, Atlanta, GA

  • 9:20
  • Margaret W. Scott, Partner, Alston & Bird LLP, Atlanta, GA
  • R. Mark Williamson, Partner, Alston & Bird LLP, Atlanta, GA

  • 10:20

  • 10:40
  • Bridget Dunk, Partner, Bennett Thrasher, Atlanta, GA

  • 11:40
  • Bruce A. McDonald, McDonald Fleming d/b/a Statewide Probate, Pensacola, FL

  • 12:40

    JULY 14, 2023

  • 7:30

  • 8:15
  • LeAnne M. Gilbert, Partner, Gaslowitz Frankel LLC, Atlanta, GA

  • 8:20
    Thomas J. Pauloski, National Managing Director of Wealth Strategies, Bernstein Private Wealth Management, Cleveland, OH

  • 9:20
  • FIDUCIARY LITIGATION Trial Practice Hour
  • Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta, GA
  • Kristen A. Yadlosky, Gaslowitz Frankel LLC, Atlanta, GA

  • 10:20

  • 10:40
  • Kim C. Martin, Partner, Harrison & Held LLP, Atlanta, GA

  • 11:40
  • Daniel D. Munster, The Eldercare & Special Needs Law Practice of Daniel D. Munster, Atlanta, GA

  • 12:40

    JULY 15, 2023

  • 7:30

  • 8:15
  • James W. Hass Jr., Shareholder, Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley, P.C., Atlanta, GA

  • 8:20
  • Skip Perkins, Ronald Blue Trust, Columbus, GA
  • Eric Ratliff, Ronald Blue Trust, Columbus, GA

  • 9:20
  • ETHICS Ethics CLE Hour
  • Bruce M. Stone, Shareholder, Goldman Felcoski & Stone P.A., Naples, FL

  • 10:20

  • 10:40
  • Nikola R. “Nick” Djuric, Djuric Spratt PA, Atlanta, GA
  • T. Kyle King, Hodges McEachern & King, Peachtree City, GA

  • 11:40
  • Blake N. Melton, Sr., Wealth Strategist, The Family Office at Synovus, Columbus, GA

  • 12:40



Mr. Dana Gene Fitzsimons Jr.'s Profile

Mr. Dana Gene Fitzsimons Jr. Related Seminars and Products

Bessemer Trust NA

Mr. Fitzsimons is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues. He serves as Chair of the firm’s Fiduciary Counsel Committee and its Diminished Capacity Working Group.
Prior to joining Bessemer, Dana was a partner with McGuireWoods LLP, where he practiced in the areas of fiduciary litigation and estate planning.
He is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and serves as Chair of its Long-Range Planning Committee, on its Board of Regents and on its State Laws Subcommittee. Dana serves in the ABA RPTE Section leadership on its Planning Committee. He has been recognized in Chambers USA: America’s Leading Lawyers for Business, is a 2021 inductee into the NAEPC Association Estate Planning Hall of Fame, and frequently lectures on fiduciary topics.

Dana earned a J.D. from William & Mary Law School, where he was a member of the law review and graduated Order of the Coif, and a B.A. in music from Ithaca College School of Music. He continues to actively perform and record as a jazz and rock drummer.

Ms. Margaret Ward Scott's Profile

Ms. Margaret Ward Scott Related Seminars and Products

Alston & Bird LLP

Margaret W. Scott leads the firm’s Wealth Planning and Tax-Exempt Organizations Teams. She concentrates her practice on estate planning, fiduciary and tax litigation, estate settlement, trust administration, charitable planning, charitable solicitation law, and exempt organizations. Margaret provides individuals, families, and institutional and individual trustees with advice on tax issues and estate planning strategies. She frequently helps trustees, executors, guardians, and beneficiaries resolve a broad range of estate and trust disputes, many of which involve complex and sophisticated legal and tax issues. 
She serves as President of the Mark and Evelyn Trammell Foundation, a trustee of the Charles Loridans Foundation and the secretary/treasurer of the Vasser Woolley Foundation. She is past chair of the Fiduciary Law and Nonprofit Law Sections of the State Bar of Georgia, past president of the Atlanta Estate Planning Council, and serves on the board of the Chastain Park Conservancy and Emory Law School’s Alumni Board. Margaret founded Alston & Bird’s Wills Program for emergency services personnel and indigent Atlantans and annually provides wills trainings for volunteer attorneys. Margaret was recognized by The Best Lawyers in America© as “Lawyer of the Year” for 2022. 
Margaret earned her B.A. from Duke University in 1996 and her J.D., with honors, from the Emory University School of Law in 2003.  


Ms. Kim Christine Martin's Profile

Ms. Kim Christine Martin Related Seminars and Products

Harrison LLP

Kim Martin is a trusts and estates attorney in Atlanta. Her practice focuses on estate planning for families with a disabled family member. Her areas of expertise also include guardianship/ conservatorship and divorce settlement agreements in cases that involve a child with special needs.
As the mother of two beautiful children, one of whom has Autism, Kim brings to her practice an appreciation for the unique challenges and joys of parenting a special needs child.
Kim was admitted to the practice of law in Georgia in 1999. She earned her law degree from the University of North Carolina at Chapel Hill (1999). She has a bachelor’s degree in English Literature from the University of Virginia (1990). 
Kim's publications include articles in Trusts and Estates Magazine and Family Lawyer Magazine. She is a frequent speaker on subjects related to special needs issues. Her appearances as a speaker include numerous workshops hosted by Families of Children Under Stress (FOCUS); the annual Special Needs Conference at Stetson University (October 2021 and 2022); the Chattanooga Estate Planning Council (October 2021); and the Estate Planning and Probate Section of the Atlanta Bar Association (December 2019). 


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. 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.  

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

Mr. Joseph Andrew Sillitto Related Seminars and Products

Page Scrantom Sprouse Tucker & Ford PC

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.

Bridget Dunk's Profile

Bridget Dunk Related Seminars and Products

Bennett Thrasher

Bridget Dunk is a Partner in Bennett Thrasher’s Personal Financial

Services Tax practice. She also serves as a Partner Advocate for the Firm’s Business Resource Group that supports the growth and advancement of female professionals, Riveting Women.

 Bridget is well versed in Trust and Estate tax compliance and planning, gift tax, sales and use tax, multistate income tax, and property tax. Her industry experience includes international, manufacturing and distribution, nonprofit, professional services, real estate, and technology.

 Bridget is a Certified Public Accountant (CPA) licensed in Georgia. She is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. In addition, she is a 2023 Philanthropic Advisors Leadership Institute graduate and a Cobb County Community Foundation’s Professional Advisor Network member.

 She has co-founded two not-for-profits, one still going strong today. The ongoing ministry merged with Growing Towards Oneness in August 2008, which provides seminars and counseling to engaged and married couples.

Bruce McDonald's Profile

Bruce McDonald Related Seminars and Products

McDonald Fleming D/b/a Statewide Probate

Bruce A. McDonald is the senior partner of McDonald Fleming, a small law firm in Pensacola which hosts a Florida web-based probate service at Bruce was raised in Mobile, Alabama, and has a journalism degree from the University of Florida and a law degree from Florida State University. He was admitted to practice law in Florida in 1978, and in the years following he has handled legal matters in a variety of areas, including administrative law, computer law, business litigation, estate planning and mediation.  Now his practice is limited to uncontested probate cases across all of Florida. 

Bruce M. Stone's Profile

Bruce M. Stone Related Seminars and Products

Goldman Felcoski & Stone, P.A.

Bruce Stone is a shareholder of Goldman Felcoski & Stone P.A., in Coral Gables, Florida.  His practice consists primarily of trust and estate planning. A significant part of his practice involves disputed or complex situations in which he is retained to find creative planning solutions or to serve as expert witness, mediator or arbitrator.  Bruce is a Fellow and Past President of the American College of Trust and Estate Counsel. He is a past chair of the Real Property, Probate and Trust Law Section of The Florida Bar.  He is the current chair of the Joint Editorial Board for Uniform Trust and Estate Acts, which monitors and recommends updates to the Uniform Trust Code and all other trust and estate related uniform laws on a nationwide basis.  He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, and an Academician in the International Academy of Estate and Trust Law.  He is a frequent lecturer for organizations such as the American College of Trust and Estate Counsel, the American Bar Association, ALI-CLE, the Heckerling Institute on Estate Planning, the Notre Dame Tax and Estate Planning Institute, and the Florida Bar.

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.

Know Before You Go...


  •  If you have an impairment or require any assistance, please email
  • 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.


  • Registration for the Institute will open on Thursday, July 13, 2023 at 7:30 AM in the foyer of the Juniper Ballroom.
  • Breakfast will be served on each day of the program from 7:30 AM - 8:15 AM.
  • Complimentary self-parking at Grand Sandestin. Discounted valet-parking is $25-$15/ night at Hotel Effie.
  • Complimentary shuttle service is provided for those who have registered for the tennis and golf tournament on Friday, July 14, 2023. You may board the shuttle outside of the front lobby and the shuttle runs every 30 minutes. 
  • The Wi-Fi network at Hotel Effie is (Sandestin_Connect), this network doesn’t require any password to be used and is available for all attendees.

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

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

Once logged in, please select "Go to ICLE Classes / Seminars."

By visiting your account you can access course materials (under 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. 

Thank you

Lodging Options

Sandestin Golf and Beach Resort

9300 Emerald Coast Pkwy W

Miramar Beach, FL 32550


Sandestin Group Reservations


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


Hotel Effie Sandestin

1 Grand Sandestin Boulevard, Miramar Beach, Florida 32550, United States
(855) 434-1908

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.