Seminar Number

8289

 

Early
Registration Fee:

$295

On-Site
Registration Fee:

$315

2013 FIDUCIARY LAW INSTITUTE

JULY 11-13, 2013

The King and Prince
201 Arnold Rd.
St. Simons Island, GA

CLE Hours:
12 CLE Hours including 1 Ethics Hour, 1 Professionalism Hour and 3 Trial Practice Hours

Co-Sponsor:
Fiduciary Law Section; State Bar of Georgia

Social Sponsors:
Bonhams Auctioneers & Appraisers;
Bessemer Trust;
Reliance Trust;
Truxton Trust

WEDNESDAY  •  JULY 10, 2013

Presiding:
James R. “Jim” Robinson, Program Chair; Chair, Fiduciary Law Section, State Bar of Georgia; Barnes & Thornburg LLP, Atlanta

5:00

WELCOME RECEPTION in the Solarium at the King & Prince Hotel (ends at 7:00). Hosted and sponsored by the Estate Planning and Probate Section of the Atlanta Bar Association. All attendees and their guests are welcome.

THURSDAY  •  JULY 11, 2013
7:45

REGISTRATION

8:25

WELCOME
James R. “Jim” Robinson

8:30

The “Big Rocks” of IRA Distribution Planning—
What Every Estate Attorney Needs to Know

Dave Polstra, Brightworth Private Wealth Counsel, Atlanta

9:30
Fiduciary Panel: Avoiding Family Conflict
Moderator:
Caroline L.H. Bradshaw, Cumberland Trust, Atlanta

Panelists:
Lawrence H. Freiman, Menden Freiman LLP, Atlanta
David Dodson, Morgan Stanley Smith Barney Wealth Management, Atlanta
Benjamin H. Pruett, Bessemer Trust, Washington, DC

10:30

break—Snacks provided by Bessemer Trust

10:45

State Tax Credits—Low Risk Value Added Opportunities
George L. Strobel, State Tax Credit Exchange, Atlanta

11:45

Ensuring Communication of Your Healthcare Wishes: Foolproof Ways to Protect your Family— a Doctor’s Perspective
Laura L. Wartner, Smith Gambrell & Russell, LLP, Atlanta
Dr. Tammie Quest, Director, Emory Palliative Care Center, Atlanta

12:45

RECESS

1:00

New to the Practice Brown Bag Lunch
(All attendees with five years or less of trusts and estates experience are welcome. Preregistration is required. See Registration Form.)

6:30

RECEPTION (ends at 7:30)
Sponsored by Bonhams Auctioneers & Appraisers and ICLE in Georgia

FRIDAY  •  JULY 12, 2013

Presiding:
Patricia M. Thompson, Immediate Past Chair, Fiduciary Law Section, State Bar of Georgia; The Bowden Spratt Law Firm, P.C., Atlanta

7:30
attendee breakfast—Sponsored by Reliance Trust
8:30

Captives and Estate Planning: The Do’s, Don’ts,
and What the !?$!?

Douglas W. Stein, Strategic Law, LLC, Atlanta

9:30
Fiduciary Investment Management in a Global Deleveraging Environment
Joe Curtin, U.S. Trust, New York, NY
10:30
break—Snacks provided by Bessemer Trust
10:45
The Use of ESOPs in Business Succession Planning
Michael G. Paton, Barnes & Thornburg LLP, Indianapolis, IN
11:45
Why Can’t We All Just Get Along? What Fiduciary Lawyers Can Add to Mediation After the Litigators are Involved
John W. Spears, Jr., Spears & Spears, P.C., Decatur
12:45
RECESS
1:15 TENNIS CLINIC AT THE KING & PRINCE (Limited to 16 Players).
Contact Ed Vinhateiro: evinhateiro@huntermaclean.com
Sponsored by Hunter Maclean
1:30
GOLF TOURNAMENT AT THE HAMPTON CLUB
SATURDAY  •  JULY 13, 2013

Presiding:
Russell P. Love, Chair-Elect, Fiduciary Law Section, State Bar of Georgia; McKenna Long & Aldridge LLP, Atlanta

7:30

attendee breakfast—Sponsored by Truxton Trust

8:30
recent developments in georgia Fiduciary Law
Mary F. Radford, Georgia State University College of Law, Atlanta
9:30
So You Call Yourself a Trust Attorney? Making Friends with a Baker’s Dozen of Georgia’s Greatest Trust Law Cases
Thomas E. Jones, Chamberlain, Hrdlicka, White, Williams & Aughtry, Atlanta
Ashley P. Alderman, Chamberlain, Hrdlicka, White, Williams & Aughtry, Atlanta
10:30
BREAK—Snacks provided by Bessemer Trust
10:45
Same Sex, Different Day: Recent Legal Developments in Same-Sex Marriage
Pilar J. Prinz, Lawler Green Prinz & Gleklen LLC, Atlanta
11:45
Estate and Wealth Transfer Planning from a Family Point of View
Dr. David Lansky, Family Business Consulting Group, Chicago, IL
12:45
ADJOURN