Download Report

Institute
of
Continuing Legal Education
in
Georgia
Friday–Saturday • February 6–7, 2015
60 t h A n n ua l
Estate Planning Institute
10 CLE Hours including
1 Ethics Hour • 1 Professionalism Hour • 1 Trial Hour
UGA Hotel
and Conference Center
at the Georgia Center for Continuing Education
1197 South Lumpkin Street, Athens, Georgia
HOUSING INFORMATION
For your convenience, a block of rooms is being held for attendees at the
UGA Hotel and Conference Center at the Georgia Center until 5:00 p.m.,
January 6, 2015. Please call 800-884-1381 or 706-542-2134, Monday
through Friday, 8:00 a.m. to 5:00 p.m., to make your hotel reservation. Please
mention the Estate Planning Institute room block.
1. Lodging Cancellation—Cancel your reservation by 4:00 p.m. the day prior
to your scheduled arrival to avoid being charged one night’s room and tax.
2. Check-in is 4:00 p.m.; checkout is 11:00 a.m.
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
Three ways to register: check the ICLE schedule on the web at www.iclega.org
Mail: ICLE • P.O. Box 1885 • Athens, GA 30603-1885 (make check payable to ICLE)
Fax: 706-354-4190 (credit card payment must accompany fax to be processed)
Online: iclega.org (credit card payment only)
Duplicate registrations may result in
multiple charges to your account. A $15
administrative fee will apply to refunds
required because of duplicate registrations.
© 2014 Institute of Continuing Legal Education in Georgia
Questions? Call ICLE Atlanta Area: 770-466-0886 • Athens Area: 706–369–5664 • Toll Free: 1–800–422–0893
ESTATE PLANNING INSTITUTE • February 6–7, 2015 • 8771
NAME_________________________________________________________________ GEORGIA BAR #___________________
FIRM/COMPANY_______________________________________________________ OFFICE PHONE____________________
(To receive seminar notification and registration confirmation by email only.)
v EMAIL________________________________________________________________________________________________
MAILING ADDRESS_____________________________________________________ ZIP + 4________________ -__________
STREET ADDRESS(for UPS)_____________________________________________ ZIP + 4________________ -__________
CITY__________________________________________________________________ STATE____________________________
q I am sight impaired under the ADA, and I will contact ICLE immediately to make arrangements.
q I am unable to attend. Send written materials and bill me for the cost of materials only. Sorry, no phone orders!
q I have enclosed a check for the early registration fee received 48 hours before the seminar.
q I authorize ICLE to charge the early registration fee to my q MASTERCARD q VISA q AMERICAN EXPRESS*
Account #
Expiration Date:
Signature:
e ar ly r eg istr ati o n fe e: $265
o n -site r eg istr ati o n fe e: $295
Credit CardVerification Number: A three-digit number
usually located on the back of your credit card; *AmEx
is four-digits on the front of the card.
AGENDA
Presiding: Jeremy T. Ware, Program Chair, Arnall Golden Gregory LLP, Atlanta
Friday, February 6, 2015
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
Jeremy T. Ware
9:00 Dirty Secrets of Trust and Estate
Administration from Fiduciary
Insiders
Natalie D. Schweers, Senior Vice President,
SunTrust, Augusta
Ralph Engleka, Senior Vice President, SunTrust,
Atlanta
10:00 Ensuring Communication of
Healthcare Wishes: Bridging the Gap
Between Medical Directives and End of
Life Care
Laura L. Wartner, Smith, Gambrell & Russell, LLP,
Atlanta
Debbie Gunter, NP, Emory University Hospital,
Atlanta
11:00 Break
11:15 Postmortem Planning with
Disclaimers
John M. Sheftall, Hatcher, Stubbs, Land, Hollis &
Rothschild, LLP, Columbus
12:15 questions and answers
12:30 Lunch (Included in registration fee)
Section Business Meeting at Lunch
1:45 Navigating the Murky Waters:
Ethical Considerations in Family
Representations
Suzanne Tucker Plybon, Arnall Golden Gregory
LLP, Atlanta
ICLE
CANCELLATION POLICY
Cancellations reaching ICLE by 5:00 p.m. the day before the seminar date will receive
a registration fee refund less a $15.00 administrative fee. Otherwise, the registrant
will be considered a “no show” and will not receive a registration fee refund. Program
materials will be shipped after the program to every“no show.” Designated substitutes
may take the place of registrants unable to attend.
2:30 Love, Sex, Money, Marriage and Death:
Estate Planning Aspects of Divorce
W. Anthony “Tony” Turner, Cohen Pollock Merlin
& Small, P.C., Atlanta
3:15 break
3:30 International Estate Planning
Basics That Every Estate Planner
Should Know
Margaret Ward Scott, Alston & Bird LLP, Atlanta
4:15 Recent Developments in Fiduciary
Case Law
Dana G. Fitzsimons, Jr., Senior Vice President and
Fiduciary Counsel, Bessemer Trust, Atlanta
5:00 questions and answers
5:15-6:15 Recess to reception
Saturday, February 7, 2015
9:00 Uniform Laws and Estate Planning in
the Not So Uniform Southeast
O. Lee Wiseley, Jr., Director, Synovus Family Asset
Management, Columbus
Blake N. Melton, Sr., Wealth Strategist, Synovus
Family Asset Management, Columbus
10:00 The Intersection of T&E and ADR
R. Wayne Thorpe, Mediator and Arbitrator,
Judicial Arbitration and Mediation Services, Inc.
(JAMS), Atlanta
Nicole Jennings Wade, Bryan Cave, LLP, Atlanta
Luke A. Lantta, Bryan Cave, LLP, Atlanta
11:00 break
11:15 Burning Questions (and Even Hotter
Answers) About Grantor Trusts
Samuel A. Donaldson, Professor of Law, Georgia
State University College of Law, Atlanta
12:15 questions and answers
12:30 Adjourn
SEMINAR REGISTRATION POLICY
Early registrations must be received 48 hours before the seminar. ICLE will accept on-site registrations
as space allows. However, potential attendees should call ICLE the day before the seminar to verify that
space is available. All attendees must check in upon arrival and are requested to wear name tags at all
times during the seminar. ICLE makes every effort to have enough program materials at the seminar for
all attendees. When demand is high, program materials must be shipped to some attendees.