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The American College of Trust and Estate CounselFlorida State Meetings Presentations
2023 Meeting
- Florida Fellows Meeting (July 19)
- Session I: The Practical and Ethical Implications of ChatGPT and Generative AI in T&E by J. Grier Pressly III
- Session II: Case Law Currents: Surfing Through Recent Legal Trends in Florida by Stacy Rubel
- Session III: Conflicts of Laws and other Jurisdictional Issues in Trusts and Estates Practice by Mary Karr
- Session IV: All Apologies: Lessons from Rock Star Estates by Cristina Papanikos
2022 Meeting
- Florida Fellows Meeting (July 20)
- Session I: Exempt Organizations: Why Choose an LLC? by Kelly Hellmuth
- Session II: Series LLC’s: What Estate Planners Should Know and Why We Should Care by Cristin C. Keane
- Session III: Things Admitted to Probate Other Than Wills by Richard Sherrill
- Session IV: Virtual Representation, the Good and Bad by Nicklaus Curley
2021 Meeting
- Florida Fellows Meeting (July 21)
- No Pens, No Paper, No Problems? The New World of Electronic Wills by Jeffrey A. Baskies and Jenna G. Rubin
- Uhh . . . Did They Do That Right? Improperly Executed Estate Planning Documents by Yoshimi O. Smith and Alfred J. Stashis, Jr.
- Hot Topics in International Planning by Jennifer J. Wioncek
- Ethics and Professionalism for Trusts and Estates Attorneys by Professor Phyllis Taite
- Adoption and Dilution of Trust Interest by J. Richard Caskey and Hung V. Nguyen
- Tenancy by the Entireties in Personal Property: Making the Case for Eliminating the Unities of Time and Title by Brian Malec and Robert L. Lancaster
2019 Meeting
- Florida Fellows Meeting (July 24)
- Revocable Trusts: Florida Trustee Duties and Beneficiary Rights Before and After the Settlor’s Death by Lawrence J. Miller
- Six Ways to Provide Some Sunshine to Donors and Their Floridian Charities by Jason Edward Havens
- Drafting Llc Operating Agreements by Nancy Schmidt Roush
2018 Meeting
- Florida Fellows Meeting (July 25)
- “it Wasn’t Me” – Liabilities of Co-fiduciaries Under Florida Law and How to Keep Your Client Out of the Danger Zone by Robert Lee Mcelroy IV
- Tales From the Crypt: What You Should Know (and Ask) About Cryptocurrencies by Matthew Triggs
- Why I’m Glad I Moved to Florida: Recollections From the Last Half Century by a Washington, D.c. Refugee by Ronald Aucutt
2017 Meeting
- Florida Fellows Meeting (July 26)
- To Share and Share Alike (or Not)? An Examination of the Treatment of Community Property in Florida by M. Travis Hayes
- The Art of Decanting by Keith B. Braun
- Putting It On & Taking It Off: Managing Tax Basis Today for Tomorrow by Paul S. Lee
2016 Meeting
- Florida Fellows Meeting (July 27)
- Trends from the Past 10 Years of Florida Case Law by J. Eric Virgil
- Pay No More Estate Taxes by Lester B. Law
- Fiduciary Tax Elections – Duties, Liabilities and Equitable Adjustments by David J. Akins
- Estate Planning Hot Topics: Raging Waters, Despite a Tax Reform Drought! by Mark R. Parthemer
2015 Meeting
- Florida Fellows Meeting (July 29)
- Statutes of Limitations Applicable to Trustees’ Duties of Disclosure and to Account by Angela McClendon Adams
- Pre-Contest Discovery: Yes, No or Maybe? by Amy B. Beller
- Changing Domicile: What to Know Before You Go by Tasha K. Pepper-Dickinson
- Public Policy and Homestead Waivers in Florida by Jeff Goethe
- Spendthrift Trusts in Florida by Jon Scuderi
2014 Meeting
- Florida Fellows Meeting (July 30)
2012 Meeting
- Florida Fellows Meeting (November 2-3)
- Is It Time for a Second Look at the Florida Trust Code Accounting Requirements by Deborah L. Russell
- A Seminal Matter: Assisted Reproductive Technology and Its Effect on Florida Estate and Trust La Wyers
- Will and Trust Provisions for ART Children by Bruce Stone
- Fiduciary Income Tax Planning in Difficult Economic Times by William A. Snyder
- Fifty Shades of Gray: Ethical considerations for a drafting attorney when asked by a client to serve as a fiduciary by Deborah Packer Goodall
