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Seminar Number

8611

Early
Registration
Fee:

$315

On-Site
Registration
Fee:

$335

2014 FIDUCIARY LAW INSTITUTE

THURSDAY - SATURDAY  •  JULY 10-12, 2014

The King and Prince Beach and Golf Resort
201 Arnold Road
St. Simons Island, Georgia  • 1-800-342-0212

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

See Program Brochure for a Complete List of Social Sponsors

WEDNESDAY  •  JULY 9, 2014

Presiding:
Russell P. Love, Program Chair; Chair, Fiduciary Law Section, State Bar of Georgia; McKenna Long & Aldridge 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 10, 2014
7:45
REGISTRATION
8:15
Suicide Awareness Campaign: How to Save a Life (Video Presentation)
Presented by State Bar of Georgia, Atlanta
8:25
WELCOME
Russell P. Love
8:30

Federal Tax Update
Samuel A. Donaldson, Professor, Georgia State University College of Law, Atlanta

9:30
Philanthropy Gets a Makeover: Trends and Best Practices in Strategic Philanthropy
Erin Hogan, Executive Director, JP Morgan Philanthropy Center, Washington, DC
Stephen E. Parker, JP Morgan, Atlanta
10:30
break – Snacks provided by Bessemer Trust
10:45

Handling an IRS Audit and Beyond
Charles E. Hodges II, Kilpatrick Townsend & Stockton, LLP, Atlanta
Susan Hu, Kilpatrick Townsend & Stockton, LLP, Atlanta

11:45
Tax and Estate Planning Issues for U.S. Clients Who Own Foreign Property
Michelle B. Graham, McKenna Long & Aldridge, LLP, Rancho Santa Fe, CA
12:45
break
1:00
SPECIAL SESSION
Fiduciary Law Section Legislation Committee Update on Trust Code Amendments Subcommittee – Box Lunch Available: See Registration Form
Nikola R. “Nick” Djuric, Sutherland, Atlanta
2:00

RECESS

TENNIS CLINIC AT THE KING & PRINCE (Limited to 16 Players).
Contact Ed Vinhateiro: evinhateiro@huntermaclean.com
Sponsored by Hunter Maclean

6:30
RECEPTION (ends at 7:30)
Sponsored by Bonhams Auctioneers & Appraisers and ICLE in Georgia
FRIDAY  •  JULY 11, 2014

Presiding:
James R. Robinson, Immediate Past Chair, Fiduciary Law Section, State Bar of Georgia; Barnes & Thornburg LLP, Atlanta

7:30
attendee breakfast - Sponsored by Reliance Trust
8:30
Financial Abuse of Elders and Other At-Risk Adults
Kristen M. Lewis, Smith, Gambrell & Russell, LLP, Atlanta
Hon. Kelli Wolk, Chief Judge, Cobb County Probate Court, Marietta
9:30
Planning for Blackacre – Tax and Non-Tax Planning for Significant Real Estate Holdings
Alan F. Rothschild, Jr., Hatcher, Stubbs, Land, Hollis & Rothschild, Columbus
10:30
break – Snacks provided by Bessemer Trust
10:45
Income Tax Planning Toolbox
Richard M. Morgan, Morgan & DiSalvo, P.C., Atlanta
Barbara M. Coats, CPA, Windham Brannon, Atlanta
11:45
Fixing Broken Trusts and Other Fallen Estate Plans
Richard E. Barnes, Barnes Law, LLC, Valdosta & Atlanta
12:45
RECESS
1:30
GOLF TOURNAMENT AT THE HAMPTON CLUB
SATURDAY  •  JULY 12, 2014

Presiding:
Hillary S. Stringfellow, Chair-Elect, Fiduciary Law Section, State Bar of Georgia; Gilbert, Harrell, Sumerford & Martin, P.C., Brunswick

7:30
attendee Breakfast – Sponsored by Truxton Trust
8:30
Risks Unique to Estate Planning Lawyers: ” Who Gets Sued, Why, and How to Prevent Them?
J. Randolph Evans, Co-Author, Georgia Legal Malpractice Law; McKenna Long & Aldridge, LLP, Atlanta
9:30
Portability - Planning with a Plethora of Possibilities
Lester B. Law, Abbot Downing, Naples, FL
10:30
BREAK – Snacks provided by Bessemer Trust
10:45
Everything You Need to Know About Your Client’s Art Collection
Tash Perrin, Christie’s, New York, NY
Bonnie Brennan, Christie’s, New York, NY
11:45
Recent Developments in Georgia Fiduciary Law
Mary F. Radford, Professor, Georgia State University College of Law, Atlanta
12:45
ADJOURN