PBCBA BAR BULLETINS pbcba_bulletin_March 2019 | Page 15

The Estate and Probate CLE Committee of the Palm Beach County Bar Association
Presents
TRUST BOOT CAMP: Beyond the Basics
ONE FAMILY, ONE FACT PATTERN, ONE WHOLE DAY. Follow the Johnsons from initial client trust planning
conference, through trust proceedings, through trust administration, and finally to trust litigation.
(Go to palmbeachbar.org for full fact pattern)
Tuesday, March 26, 2019, 8:15 AM - 4:30 PM, The Marriott Hotel, 1001 Okeechobee Blvd., West Palm Beach
8:15 AM - 8:30 AM Late Registration / Check in / Breakfast
8:30 AM - 9:30 AM Planning and Administration - Sasha Klein, Esq., Proskauer
9:30 AM - 10:30 AM Modification, Reformation, Distribution, Termination, Settlement
Joshua N. Goldglantz, Esq., Board Certified in Wills, Trusts and Estates; Gunster
10:30 AM - 10:45 AM Break
10:45 AM - 11:45 AM Litigation Section - Sean Lebowitz, Esq., Jenna Rubin, Esq., Jacob Warren, Esq.,
Jonathan Galler, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A.
11:45 AM - 1:15 PM Lunch: Ethical Issues at the Forefront of your Trust Planning and Litigation -
Scott Tozian, Esq., Smith, Tozian, Daniel & Davis, P.A.
1:15 PM - 2:15 PM Trends and Hot Topics in Trusts - Professor Donna Litman, J.D., Board Certified in Tax Law,
Nova Southeastern University, Shepard Broad College of Law
2:15 PM - 3:15 PM Trust Officer Panel - Heath Randolph, Esq., (Wells Fargo); Richard DeNapoli, Esq.,
(Coral Gables Trust Co.); Jennifer Robinson, Esq., (The Northern Trust Company); Mark
Walters, Esq., (U.S. Trust). Moderated by Grier Pressly, Esq., Pressly, Pressly, Randolph &
Pressly, P.A.
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Judicial Panel (to date) - Judges Kathleen Kroll , Charles Burton and Samantha Schosberg Feuer
Moderated by Brett Barner, Esq., Barner & Barner P.A.
4:30 PM
Cocktail Reception. Sponsors - Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A.;
Burns & Severson, P.A.; Pressly, Pressly, Randolph & Pressly, P.A.
Seminar sponsors:
_________________________________________________________________________________________________
8.0 CLER, 2.0 ethics; Certification credits: 8.0 Wills, Trusts & Estates; 8.0 Elder law. Cost: $255 members; $295 non-members. Those registering after
3.19.19, add $10 late fee. All refund requests must be made no later than 48 hours prior to the date of the seminar. Register online at palmbeachbar.org or
by mail (return this form with your check). ___ I will not be able to attend the seminar, however I would like to order the audio. The cost is the same as
listed above, however please include $10 for shipping & handling. PBCBA 1507 Belvedere Road, W. Palm Beach, FL 33406 561-687-2800. 3/26/19 Estate &
Probate.
Name: ________________________________________________ Email: ______________________________________________
PBCBA BAR BULLETIN
15