COURSE MATERIALS

9:00 – 9:20 a.m.

Welcome and Opening Remarks

Laird A. Lile, Esq., Founding Board Member and Underwriter

Darby Jones, Executive Director

9:20 - 10:10 a.m.

End of Life: Avoid Surprises. Examination of Important Planning Tips

Ethical issues in decision making, duties and responsibilities of a Health Care Surrogate, Trustee, or Guardian of the Person. DNRs, DNHs, 5 wishes, pre-paid funeral contracts, funeral accounts, and account titling pitfalls.

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Presenter: Nicklaus J. Curley, Esq.  

10:10 - 11:00 a.m.

Ethical Hot Spots Panel for Fiduciaries

The role of the fiduciary in: avoiding conflicts of interest, fiduciary duty, will and trust disputes, contested guardianships, and communications.  Examination of the new exploitation statute.

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Moderator: Elizabeth M. Hughes, Esq.

Panelists: Tattiana Brenes-Stahl, Esq., Brandon D. Bellew, Esq. and Steven E. Hitchcock, Esq.

11:00 - 11:45 a.m.

LUNCH ON YOUR OWN   (BREAK)

11:45 – 12:45 p.m.

KEYNOTE SPEAKER: What If Granny Wants to Gamble? Balancing Vulnerability and Autonomy in the Golden Years

The nest eggs of America’s elders are in the crosshairs of scammers and fraudsters who target elders (particularly women) due to the frailties and vulnerabilities that often accompany aging. This session will explore the challenges that advisors and lawmakers face in protecting these potential victims without unnecessarily trampling on their right to self-determination.

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National Keynote Speaker: Mary F. Radford, Esq.

12:45 – 1:35 p.m.

Dissection of a Trust

Understanding the important provisions, types of trusts, taxability of trust distributions, discretionary authority, and trustee compensation as well as discussion of common drafting mistakes to look for.

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Panelists: Angela M. Adams, Esq., Michael A. Dribin, Esq., Sandra Fascell Diamond, Esq.

1:35 – 2:25 p.m.

Dissection of a Last Will and Testament and a Power of Attorney

Examination of fiduciary duties in each document, drafting mistakes to look for, statutory duties to consider, compensation of agents, and more.

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Additional course materials

Presenter: Jeffrey A. Baskies, Esq.

2:25 – 2:50 p.m.

BREAKOUT ROOMS WITH HOSTS

Breakout Room #1 – Hosts: Sandra Fascell Diamond, Esq., Benjamin F. Diamond, Esq., Angela M. Adams, Esq., Michael A. Dribin, Esq.

Sponsored by: The Diamond Law Firm, P.A.

The Documents! Q & A about specific issues in estate planning documents and a discussion of specific examples, tips, and recommendations.


Breakout Room #2 – Hosts: Nicklaus J. Curley, Esq., Stacy B. Rubel, Esq. and Chante’ Jones, Executive Director of the Office of Public and Professional Guardians 

Sponsored by: Elder Law Section of The Florida Bar

Ethics, the Law, Legislation: How to “not” end up in court, how to protect yourself as a fiduciary, Q & A, tips, examples, and recommendations.

2:50 – 3:40 p.m.

Dissection of a Health Care Directive

What are the fiduciary duties and responsibilities of a Health Care Surrogate? How to deal with conflict between Surrogate and agent under Power of Attorney? Who should serve? Issues with hospitals and facilities when the client is influenced to verbally alter wishes.

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Presenter: Hung V. Nguyen, Esq.

3:40 – 4:30 p.m.

Legislative Outlook and Case Law Highlights for Florida Fiduciaries

Recent developments and a look ahead: DNRs, compensation, professional licensing, and more. Important cases and fact patterns to watch out for. Lessons learned and mistakes to avoid.

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Presenter: Stacy B. Rubel, Esq.,

4:30 – 4:45 p.m.

Closing remarks, what is next, contests/giveaways!

Thank You to Our Sponsors

Friends of the Council

Professional Fiduciary Council of Florida
3637 4th St. N., #270
St. Petersburg, Florida 33704
727.350.4049

Questions? Contact Darby Jones at DarbyJones@ProfessionalFiduciaryCouncil.org