Estate Planning & Probate Section 
Prior Speakers & Programs

 

Date

Speaker(s)

Title/Topic

     
2013    
12/11/2013 Michael Duffy, Goldman Sachs  Interesting Tangible Property 
11/13/2013 Kathleen M. Womack, Kathleen M. Womack, P.C. Attorney at Law Estate Planning for Same-Sex Couples
10/9/2013 Matthew Howard, Moore Ingram Johnson & Steele LLP Captive Insurance Companies
9/26/2013 Professor Jeffrey N. Pennell, Emory University School of Law Recent Wealth Transfer Developments
9/11/2013 John J. Scroggin, Scroggin & Company, P.C. The Future of Estate Planning: It’s Not Dying, Just Evolving
8/14/2013  Cassady V. Brewer, Assistant Professor Georgia State University College of Law
Nicole Motter, Morris, Manning and Martin LLP 
Private Foundation Tips, Tricks, and Traps 
6/12/2013  Richard W. Cohen, MD, Founder of the Wellstar Health System  TJR program, Medical Director for the Wellstar Ethics program
Bruce H. Gaynes, PC
Kitchens Kelley Gaynes, PC 
Beyond Advanced Directives: Georgia’s Physician Orders for Life-Sustaining Treatment 
5/8/2013  The Hon. Jeryl Rosh, Probate Court of DeKalb County, Brian M. Deutsch, Esq., Partner, Gaslowitz Frankel LLC, Millie Baumbusch, Esq. Associate, Gaslowitz Frankel LLC  Adult Guardianships and Conservatorships From Start to Finish 
4/24/2013 Professor Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law  Recent Developments in Georgia Fiduciary Law 
4/10/2013  John A. Terrill II, Esq. Heckscher, Teillon, Terrill & Sager P.C.  Asset Protection Planning 
3/13/2013 Vanessa E. Goggans, Partner, Morris, Manning & Martin LLP Real Estate Issues for the Estate Planner: The Pitfalls to Avoid
2/13/2013 Lisa Brown, CFP, CIMA Partner, Brightworth
Dave Polstra, CPA, CFP, CIMA Partner Brightworth
Estate Planning for Busy Executives: Implementing the Executive Summary
1/09/2013 Denis M. Brown, Certified Exit Planning Specialist Abraxas Business Services Exit Strategy Planning 
2012    
12/12/2012 Andrew S. Auchincloss, Director, Berstein Global Wealth Management New York Unusual Strategies, Surprising Outcomes, Wealth Transfer Planning in 2012 and Beyond
11/14/2012 Edward Miller, Edward Miller Coaching Writing Skills for the Estate Planning Lawyer
10/10/2012 Stephanie B. Casteel, Esq. Wallace Morrison & Casteel LLP Premarital Agreements
9/12/2012 Vergena Montgomery Clark, MD, MBA/HAS, Managing Director, IKOR of Central Atlanta Strategies for Protecting Medically Fragile Client’s Rights to Self-Determination
8/8/2012 William H. Overman, JD, CELA, CAP, Director, Trust Review and Accounting Units Once You Have Drafted It, What Do You Do With It? DCH and Special Needs Trust Processing”
6/13/2012 J. Warren Ott, Esq., The Law Office of J. Warren Ott That’s Not What My Mama Wanted: Families in Controversy”
5/9/2012 Stephen R. Akers Managing Director, Fiduciary Counsel-Southwest Region, Bessemer Trust Estate Planning Issues with Intra-Family Loans and Notes”
4/25/2012 Professor Mary F. Radford, Marjorie Fine Knowles Professor of Law, Georgia State University College of Law  "Recent Developments in Georgia Fiduciary Law"
4/11/2012 Natalie R. Kelly, Director, Law Practice Management Program, State Bar of Georgia
 
 "Moving Out: Transitioning Your Practice for Retirement or a Firm Change"
3/14/2012 Samuel A. Donaldson, Current Associate Dean and Professor of Law at the University of Washington in Seattle and future Professor of Law at Georgia State University
 
"The Remains of the Day: Planning Decisions Regarding the Use and Disposition of a Client's Body After Death"
2/12/2012 Brian M. Deutsch, Gaslowitz Frankel
Richard M. Morgan, Morgan & DiSalvo
D. Lynn Russell, Russell & Herrera Marsha Schectman, Atlanta North Psychotherapy Center
“The Use of Collaborative Law in Resolving Probate, Trust & Guardianship Disputes”
1/11/2012 Robert M. Morgan, Robert M. Morgan & Associates, P.A. "Florida's New (Non-Uniform) Power of Attorney Act"
2011    
12/14/2011 Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law,
Texas Tech University School of Law
"Estate Planning for Digital Assets"
11/9/2011 Roger A. Kirschenbaum,
Roger A. Kirschenbaum, P.C.
Laurie Speed-Dalton,
The Speed Firm, PC
"The Roles of the Personal Injury and Probate Attorneys in Negligent Death Cases - Understanding the Claims and Traps for the Unwary"
10/12/2011 Dr. Jagdish N. Sheth, Charles H. Kellstadt Professor of Marketing, Emory University "How Do You Become a Trusted Advisor?"
9/29/2011 Professor Jeffrey N. Pennell
Emory University School of Law
"Current Developments in Wealth Transfer Tax"
9/14/2011 S. Stacy Eastland
Managing Director, Goldman, Sachs & Co.
"The Art of Donating Your Cake and Eating It Too: Current Gift Planning Opportunities Using Strings That Are Not Considered Attached By the Donor"
8/10/2011 Govind Hariharan, Ph.D.
Chair of the Kennesaw State University Department of Economics, Finance and Quantitative Analysis,
Executive Director of the India China America Institute
“The US in a Global Economy”
6/8/2011 A. Kel Long III, A. Kel Long III, P.C. "Trust Reformation and Modification (the Law and Lore of Court Amended and Court Created Irrevocable Trusts)"
5/11/2011

The Honorable Jeryl Rosh, Judge,
Probate Court of DeKalb County and Caroline Freeman, Staff Attorney,
Probate Court of DeKalb County

"Questions I Always Wanted to Ask a Probate Judge"
4/13/2011 Robert C. Port, Cohen Goldstein Port & Gottlieb, LLP "Everything I Know About Investing, I Learned In Court"
4/6/2011 Professor Mary Radford, Georgia State University, College of Law "Recent Developments in Georgia Fiduciary Law"
3/9/2011 Crystal Chastain Baker, Heir Property Project Manager, and
Sharon N. Hill, Executive Director, Georgia Appleseed
"Heir Property in Georgia: An End to Poverty Begins with Poverty Rights"
2/9/2011

Debby Stone, JD, CPCC, PCC,
Corner Office Coaching

"The Art of Shameless Self-Promotion: Telling Your Story for Greater Success"
1/12/2011 The January 12, 2011 Section Breakfast was cancelled due to the inclement weather conditions
2010    
12/8/2010 Hugh Kendall, The Kendall Law Firm PLC "Engagement Letters"
11/10/2010

Leonard Gray, First American Title Insurance Company

Scott Logan, First American Title Insurance Company

"Title Insurance Issues for Probate and Estate Lawyers"
10/13/2010 Alvah O. Smith, Levine & Smith, LLC "Till Death Do Us Part...Or Until Something Better Comes Along: The Intersection of Family Law and Estate & Probate Law"
9/8/2010 Benjamin H. Pruett,
Senior Vice President & Associate Fiduciary Counsel, Bessemer Trust
 
"The Revised Georgia Trust Code of 2010: A Revision Committee's Work Is Never Done"
8/11/2010 Ruthann P. Lacey,
Ruthann P. Lacey, P.C.
"Special Needs Trusts"
6/9/2010 Kim Civins, Bryan Cave LLP 
Lawrence H. Freiman, Menden, Freiman & Zitron, LLP 
Laurin M. McSwain, Lefkoff, Duncan, Grimes, Miller & McSwain, P.C.
"Addressing the Wealth Transfer Tax Chaos in Practice: Tips and Advice"
5/12/2010 Jeffrey N. Pennell, Emory University School of Law "Current Developments in Wealth Transfer Tax"
4/28/2010 Professor Mary Radford, Georgia State University, College of Law "Recent Developments in Georgia Fiduciary Law" (including new Trust Code, if enacted)
4/14/2010 Dr. David E. Altig, Senior Vice President and Director of  Research, Federal Reserve Bank of Atlanta "Current Economic Conditions"
3/10/2010  William C. Lankford, Jr., CPA, Moore Stephens Tiller, LLC  "Roth IRA Conversions"
2/10/2010 Panelists:
Bill Kelly, Metlife
Jeff Taylor, Crescent Wealth Management
Tim Wyrobek, Crescent Wealth Management
"Policy Review: A Critical Link in Optimizing Your Insurance Coverage"
1/13/2010 Panelists:
Mark Brandenburg, Law Clerk/Staff Attorney, Probate Court of Dekalb County
Julie Caplan, Senior Staff Attorney, Probate Court of Fulton County
Ophelia Chan, Chief Clerk, Probate Court of Cobb County
Marlene Duwell, Deputy Director/Chief Clerk, Probate Court of Gwinnett County 
 
Moderator:
Mary B. Galardi, Galardi Law
"Practice Tips for Attorneys in Probate Court"

2009

   
12/9/2009 Frank Walburn, SVP, Senior Forestry Manager, Natural
Resources Division of the Regions Bank Trust Department
"Timber: As an Asset Class and in a Charitable Remainder Trust"
11/11/2009

Paul S. Lee,
National Managing Director, Bernstein Global Wealth Management

"Family Investment Partnerships"
10/14/2009

Jeffrey M. Zitron,
Menden Freiman & Zitron LLP

"Asset Protection"
9/9/2009 Timothy J. Burson,
Bovis, Kyle & Burch LLC
"Commercial Probate Administration Bond Topics"
 
8/12/2009 William A. ("Tony") Turner,
Cohen Pollock Merlin & Small, P.C.
 
"International Estate Planning"
6/10/2009 Jeffrey N. Pennell, Emory University School of Law

"Current Developments in Wealth Transfer Tax"

 

5/13/2009 Professor Mary Radford, Georgia State University College of Law

"Recent Developments in Georgia Fiduciary Law"

 

4/8/2009

Dr. David E. Altig, Senior Vice President and Director of Research, The Federal Reserve Bank of Atlanta

 

"Southeast Economic Outlook"
3/11/2009

Moderator: Melissa P. Walker, Salo & Walker

Speakers: Elizabeth W. Carson, Licensed Psychologist and Staff Psychologist, Saint Joseph's Hospital of Atlanta, Inc.
Nikola R. Djuric, Sutherland
Robin L. Everhart, Associate General Counsel, Saint Joseph's Hospital of Atlanta, Inc.
 

"Practical and Legal Considerations in Healthcare"
2/11/2009 Craig M. Frankel, Gaslowitz Frankel LLC and Adam R. Gaslowitz, Gaslowitz Frankel LLC
 
"Cautionary Tales From The Dark Side: Lessons Learned in Fiduciary Litigation"
1/14/2009

Benjamin T. White
Alston & Bird LLP

 

"Advanced Charitable Planning Techniques"
2008
   
12/10/2008 Lenne' Espenschied
Law Office of Lenne' Espenschied

"Three Things You Can Do to Improve Your Drafting Skills Today"

 

11/12/2008 A. Kel Long III
A. Kel Long III, P.C.

"Perpetual Trusts In Georgia? (And How To Fix The Broken Ones)"

 

10/8/2008

Panelists:
Mary Galardi, Mary B. Galardi, P.C.
Hon. Ann S. Jackson, Judicial Hearing Officer, Probate Court of Fulton County
Cathy Rissler, Total Estate Solutions, LLC

Moderator:
Rebecca G. Godbey, Cohen Pollock Merlin & Small, P.C.

 

"Probate Practice Pitfalls and Pointers Panel"
9/10/2008

James R. Robinson
Arnall Golden Gregory LLP

 

Georgia Probate Law and the Apportionment Problem
8/13/2008

David L. Weinreb
Director, Wealth Management Group


 

Multigenerational Wealth Management
6/11/2008

Professor Jeffrey N. Pannell,
Emory University School of Law


 

Current Developments in Wealth Transfer Tax
5/14/2008

Professor Mary F. Radford
Georgia State University College of Law

 

Recent Developments in Georgia Fiduciary Law
 

4/09/2008 Lloyd Leva Plaine
Sutherland Asbill & Brennan LLP, Washington, D.C.
Problems of Allocating GST Exemption: What to Do When Allocations Go Awry and Astray
3/12/2008

Shelley E. Nixon
Morris, Manning & Martin, LLP

 

Planning for the Care of our Furry Friends: Pet Trusts and Other Alternatives
2/13/2008

Nikola R. Djuric
Sutherland Asbill & Brennan LLP


 

Georgia Fiduciary Legislation Update

1/09/2008

Benjamin H. Pruett
Bessmer Trust

 

Fiduciary Perspectives on Trusts: Boilerplate and Beyond

2007
   
12/12/2007
David W. Polstra
Brightworth
 
Six Critical Points Every Attorney Should Know About Large IRAs
11/14/2007
Robert M. Morgan
Ford Bowlus
 
Putting Florida Real Property In Trust: Be Careful What You Wish For
11/8/2007
Jonathan Blattmachr
(Joint with GSCPAs)
 
Estate Planning Mysteries
10/10/2007
Jere Doyle
Bank of New York Mellon
 
Wills of the Rich and Famous
9/12/2007
Daniel D. Munster, Esq.
Daniel D. Munster & Associates
 
What You Need to Know About Nursing Home Medicaid and Estate Recovery
8/8/2007
Edward D. Manigault
Jones Day
 
GRAT's: Unresolved Issues, Potential Pitfalls and Random Observations
July 2007
No Meeting; Fiduciary Law Inst.
 
 
6/13/2007
Professor Mary F. Radford
 
Georgia State Univ. Law School
Recent Developments in Georgia Fiduciary Law
5/9/2007
Professor Jeffrey N. Pennell
Emory University Law School
 
Recent Wealth Transfer Tax Developments
4/11/2007
Patrick G. Renn
The Renn Wealth Management Group, Inc.
 
Proper Maintenance of Life Insurance Trusts
3/14/2007
Michael J. Brink
Nease, Lagana, Eden & Culley, Inc.
 
Reconsidering the Role of Life Insurance for the Financial Family
2/14/2007
Marshall Saunders and Margaret Scott
Alston & Bird
 
Olen Earl
Community Foundation For Greater Atlanta
 
Donor Advised Funds
1/10/2007
Robert C. Port
Cohen Goldstein Port & Gottlieb, LLP
Variable and Equity Index Annuities 
 
"The Revised Georgia Trust Code of 2010: A Revision Committee's Work Is Never Done"

 

 

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