Estate Planning & Probate Section CLE Materials
From Previous Section Meetings

Wednesday, November 13, 2013 Breakfast

“Estate Planning for Same-Sex Couples”

Speaker: Kathleen M. Womack
Kathleen M. Womack, P.C. Attorney at Law

Materials

Wednesday, October 9, 2013 Breakfast

"Captive Insurance Companies"

Speaker:
Matthew Howard
Moore Ingram Johnson & Steele LLP

Materials

Thursday, September 26, 2013 Luncheon

"Recent Wealth Transfer Developments"

Speaker:
Professor Jeffrey N. Pennell
Emory University School of Law

Materials

Wednesday, September 11, 2013 Breakfast

“The Future of Estate Planning: It’s Not Dying, Just Evolving”

Speaker:
John J. Scroggin
Scroggin & Company, P.C.

Materials

Wednesday, August 14, 2013 Breakfast

“Private Foundation Tips, Tricks and Traps”

Speakers:
Cassady V. (“Cass”) Brewer
Assistant Professor, Georgia State University College of Law

Nicole Motter
Morris, Manning and Martin, LLP

Materials

Wednesday, June 12, 2013 Breakfast

“Beyond Advanced Directives: Georgia’s Physician Orders for Life-Sustaining Treatment”

Speakers:
Richard W. Cohen, M.D.
Founder of the Wellstar Health System TJR Program
Medical Director for the Wellstar Ethics Program

Bruce H. Gaynes, Esq.
Kitchens Kelley Gaynes, PC

Materials

Wednesday, May 8, 2013 Breakfast

“Adult Guardianships and Conservatorships From Start to Finish”

Speakers:
Brian M. Deutsch, Esq.
Partner, Gaslowitz Frankel LLC

Millie Baumbusch, Esq.
Associate, Gaslowitz Frankel LLC

Materials

Wednesday, April 10, 2013

"Asset Protection Planning"   

Speaker: John A. Terrill II, Esq. 
Heckscher, Teillon, Terrill & Sager P.C.

Materials

Wednesday, March 13, 2013

"Real Estate Issues for the Estate Planner: The Pitfalls to Avoid"   

Speaker:
Vanessa E. Goggans 
Partner, Morris, Manning & Martin, LLP

Materials
PowerPoint

Wednesday, February 13, 2013

"Estate Planning for Busy Executives: Implementing the "Executive Summary"

Speaker:
Lisa Brown, CFP®, CIMA®
Partner, Brightworth®

Materials

"The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?"

Speakers:
Richard M. Morgan, JD, LLM
Morgan + DiSalvo, P.C.

Loraine M. DiSalvo, JD
Morgan + DiSalvo, P.C.

Materials

Wednesday, January 9, 2013 

"Exit Strategy Planning"
 
Speaker: Denis M. Brown
Certified Exit Planning Specialist,
Abraxas Business Services

Materials

Wednesday, November 14, 2012 

"Writing Skills for the Estate Planning Lawyer"
 
Speaker:
Edward Miller
Edward Miller Coaching

Materials

October 10, 2012 Breakfast

"Premarital Agreements"

Speaker:
Stephanie (Stevie) Casteel
Wallace Morrison & Casteel, LLP

Materials

September 12, 2012 Breakfast

"Strategies for Protecting Medically Fragile Client's Rights to Self-Determination"
 
Speaker: Vergena Montgomery Clark
MD, MBA/HSA, Managing Director, IKOR of Central Atlanta

Materials

August 8, 2012 Breakfast

"Once You Have Drafted It, What Do You Do With It?  DCH and Special Needs Trust Processing"
 
Speaker: William H. Overman
JD, CELA, CAP, Director, Trust Review and Accounting Units

Materials

June 13, 2012 Breakfast

"That's Not What My Mama Wanted: Families in Controversy"

Speaker:
J. Warren Ott
The Law Office of J. Warren Ott

Materials

May 9, 2012 Breakfast

"Estate Planning Issues With Intra-Family Loans and Notes"

Speaker:
Stephen R. Akers
Managing Director, Fiduciary Counsel - Southwest Region, Bessemer Trust

Materials

April 25, 2012 Luncheon

"Recent Developments in Georgia Fiduciary Law"

Speaker:
Mary F. Radford
Marjorie Fine Knowles Professor of Law, Georgia State University College of Law

Materials

April 11, 2012 Breakfast

“Moving Out: Transitioning Your Practice for Retirement or a Firm Change”

Speaker:
Natalie R. Kelly
Director, Law Practice Management Program, State Bar of Georgia

Materials

March 14, 2012 Breakfast

"The Remains of the Day: Planning Decisions Regarding the Use and Disposition of a Client’s Body After Death"

Speaker:
Samuel A. Donaldson
Associate Dean and Professor of Law University of Washington, Seattle

Materials

February 8, 2012 Breakfast

“The Use of Collaborative Law in Resolving Probate, Trust & Guardianship Disputes”

Speakers:
Brian M. Deutsch, J.D.,
Partner, Gaslowitz Frankel, LLC

Richard M. Morgan, J.D., LL.M.,
Partner, Morgan & DiSalvo, P.C.D.

Lynn Russell, J.D.,
Partner, Russell & Herrera, P.C.

Marsha Schectman, L.C.S.W.,
Atlanta North Psychotherapy Center

Materials
PowerPoint Presentation

January 11, 2012 Breakfast

"Florida's New (Non-Uniform) Power of Attorney Act"
 
Speaker: Robert M. Morgan
Robert M. Morgan & Associates, P.A.

Materials
Materials II

December 14, 2011 Breakfast

"Estate Planning for Digital Assets"
 
Speaker: Gerry W. Beyer
Governor Preston E. Smith Regents Professor of Law,
Texas Tech University School of Law

Materials

November 9, 2011 Breakfast

"The Roles of the Personal Injury and Probate Attorneys in Negligent Death Cases - Understanding the Claims and Traps for the Unwary"
 
Speakers: Roger A. Kirschenbaum, Esq.
Roger A. Kirschenbaum, P.C. 
 
Laurie Speed-Dalton, Esq.
The Speed Firm, PC

Materials

October 12, 2011 Breakfast

"How Do You Become a Trusted Advisor?"

Speaker:
Dr. Jagdish N. Sheth
Charles H. Kellstadt Professor of Marketing
Emory University

Materials

September 29, 2011 Luncheon

"Recent Wealth Transfer Developments"

Speaker:
Professor Jeffrey N. Pennell
Emory University School of Law

Materials

September 14, 2011 Breakfast 

"The Art of Donating Your Cake and Eating It Too: Current Gift Planning Opportunities Using Strings That Are Not Considered Attached By the Donor"

Speaker:
S. Stacy Eastland
Managing Director, Goldman, Sachs & Co.

Materials
PowerPoint Presentation

August 10, 2011

“The US in a Global Economy”

Speaker:
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

Materials

June 8, 2011 Breakfast

“Trust Reformation and Modification (The Law and The Lore of Court Amended and Court Created Irrevocable Trusts)”

Speaker:
A. Kel Long, III,
A. Kel Long, III, P.C

Materials

December 8, 2010 Breakfast

"Engagement Letters"
 
Speaker: Hugh Kendall
The Kendall Law Firm PLC

Materials

September 8, 2010 Breakfast

"The Revised Georgia Trust Code of 2010: A Revision Committee’s Work Is Never Done"

Speaker:
Benjamin H. Pruett
Bessemer Trust

Materials

August 11, 2010 Breakfast

"Special Needs Trusts" 
 
Speaker: Ruthann P. Lacey
Ruthann P. Lacey, P.C.

Materials

April 28, 2010 Luncheon

"Recent Developments in Georgia Fiduciary Law" (including new Trust Code, if enacted)

Speaker:
Professor Mary Radford
Georgia State University, College of Law

Materials

December 9, 2009 Breakfast

"Timber: As an Asset Class and in a Charitable Remainder Trust"

Speakers:
Frank Walburn, SVP,
Senior Forestry Manager, Natural Resources Division of the Regions Bank Trust Department

J. Scot Kirkpatrick,
Chamberlain Hrdlicka

Materials

November 11, 2009 Breakfast

"Family Investment Partnerships"

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

Materials 

September 9, 2009 Breakfast

"Commercial Probate Administration Bond Topics"

Speaker:
Timothy J. Burson
Bovis, Kyle & Burch LLC

Materials 
 

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