Seminar Number

8258

 

Early
Registration Fee:

$145

On-Site
Registration Fee:

$165

 

BASIC FIDUCIARY PRACTICE

MAY 16, 2013

Live
State Bar of Georgia Headquarters
104 Marietta St. NW • Atlanta

Teleconference
South Georgia Office - State Bar of Georgia
244 E. Second St. • Tifton

CLE Hours:
6 CLE Hours including 1 Ethics Hour and 1 Professionalism Hour

Co-Sponsors:
Basic Fiduciary Law Section, State Bar of Georgia

Presiding:
Jeremy T. Ware, Program Co-Chair, Arnall Golden Gregory LLP, Atlanta
Hillary S. Stringfellow, Program Co-Chair, Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick

7:45
Registration and Continental Breakfast (All attendees must check in upon arrival. A jacket or sweater is recommended.)
8:25
INTRODUCTION AND PROGRAM OVERVIEW
Jeremy T. Ware
8:30
estate tax issues
R. Mark Williamson, Alston & Bird LLP, Atlanta
9:15
basic will formats
Michael L. Van Cise, Arnall Golden Gregory LLP, Atlanta
10:00
BREAK
10:15
planning for long-term care
Daniel D. Munster, Daniel D. Munster, P.C., Atlanta
11:00
professionalism in estate planning
Natalie R. Kelly, Director, Law Practice Management, State Bar of Georgia, Atlanta
11:45
LUNCH (Included in registration fee)
12:15
planning for retirement benefits
Lisa Brown, Brightworth, Atlanta
1:00
non-probate planning
Oscar Lee Wiseley, Jr., Synovus Family Asset Management, Columbus
1:45
BREAK
2:00
administrating a small estate
Hillary S. Stringfellow
2:45
planning to minimize the risk of an estate dispute
Craig M. Frankel, Gaslowitz Frankel LLC, Atlanta
3:30
ADJOURN