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.
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