Seminar Number

8494

 

Early
Registration Fee:

$255

On-Site
Registration Fee:

$275

59th Annual
ESTATE PLANNING INSTITUTE

FEBRUARY 7-8, 2014

UGA Hotel and Conference Center
1197 S. Lumpkin St
Athens, GA

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

Co-Sponsors:
Fiduciary Law Section, State Bar of Georgia;
Georgia Association of Insurance and Financial Advisors, Estate Planning Committee;
Georgia Bankers Association, Trust Advisory Committee;
Financial Planning Association of Georgia

Presiding:
Hillary S. Stringfellow, Program Chair; Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick

FRIDAY  •  FEBRUARY 7, 2014
8:00
Registration and Continental Breakfast
(All attendees must check in upon arrival. A jacket or sweater is recommended.)
8:55

Welcome and Program Overview
Hillary S. Stringfellow

9:00
An Advisor’s Guide to Life Insurance
Peter W. Fleming III, Nease, Lagana, Eden & Culley, Inc., Atlanta
10:00
Beneficiary Defective Inheritor’s Trusts (BDITs)
Kimberley E. Civins, Bryan Cave, LLP, Atlanta
11:00
break
11:15
Report/Update on Georgia Tax Tribunal
Hon. Charles “Chuck” Beaudrot, Chief Judge, Georgia Tax Tribunal, Atlanta
12:15
questions and answers
12:30 Lunch (Included in registration fee)
Section business meeting at lunch
1:45

same-sex estate planning after windsor
Lisa Milot, Professor, University of Georgia School of Law, Athens

2:30

Special Needs Trust Administration—things to
know during planning and after execution

William Overman, JD, CAP, Director, Trust Review and Accounting Units, Department of Community Affairs, Atlanta
Michael E. Townsend, McMullan and Company C.P.A., Duluth

3:15
break
3:30
Preparing for Mediation of a Fiduciary Dispute
John W. Spears, Jr., Spears & Spears, P.C., Decatur
4:15
Advisor Teams—Tested in the trenches
Dennis R. Wright, Managing Director, The Wellspring Associates LLC, Atlanta
W. Carter Bates, III, Partner, James Bates Brannan Groover LLP, Macon
James L. Underwood, CPA, Underwood Advisors, LLC, Atlanta
5:00
questions and answers
5:15
Recess to cocktail reception (ENDS AT 6:15)
SATURDAY  •  FEBRUARY 8, 2014
9:00

Cyber Estate Planning and Administration
Gerry W. Beyer, Professor, Texas Tech University School of Law, Lubbock, TX

10:00

why (and How) You Need to Help Your Client be a Better Executor and Trustee
Patricia D. Friedman, The Bowden Spratt Law Firm, Atlanta
Patricia M. Thompson, The Bowden Spratt Law Firm, Atlanta

11:00
break
11:15
Recent Developments in Georgia Fiduciary Law
Mary F. Radford, Georgia State University College of Law, Atlanta
12:15
questions and answers
12:30
ADJOURN