Resources
Probate, Trust, and Guardianship Case Law Update
July 26, 2024
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Sometimes Unpaid and Unfairly Portrayed: The Crusade of Court Appointed Counsel
April 12, 2024
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Fiduciary Accountings: As Easy as 1, 2, 3?
April 11, 2024
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Top 10 (or so) Mistakes (or Traps) for Estate and Trust Professionals
August 18, 2023
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Probate, Trust, and Guardianship Case Law Update
July 21, 2023
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The Probate Team 2022 Probate Power Hour
October 14, 2022
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Legislative & Case Law Update Seminar
July 22, 2022
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The Probate Team 2021 Probate Power Hour
October 29, 2021
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Can Selection of a Trustee Be a Material Purpose Under F.S. §736.0706(2)(D)?
July/August 2021
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The Probate Team 2019 Probate Power Hour
October 11, 2019
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Wills and Wishes of the First Couples
October 31, 2018
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The Probate Team 2018 Probate Power Hour
October 15, 2018
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Connecticut Bar Association Estate and Probate Section
Musings of a Florida Trust and Estate Lawyer
May 7, 2018
Click here to download handout
Estate Planning Council of Naples
Elective Share – What’s New
March 20, 2018
Click here to download outline
Estate Tax Lien Release Resources
Additional materials and updates will be posted here as available.
– Update on Discharging Tax Liens, Posted March 15, 2017
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– Letter from the IRS, Posted March 15, 2017
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– RPPTL Action Line Article: Major Developments with Estate Tax Lien Releases
Published Sept. 9, 2016
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– Form 4422, Posted Oct. 31, 2016
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– Escrow Agreement, Posted Oct. 31, 2016
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RPPTL 2016 Legislative Update
The e-Thics of e-Things
July 29, 2016
Click here to download presentation
The Probate Team
Elective Share: A Fresh Look
October 9, 2015
Click here to download outline
Click here to download presentation
Collier County Bar Association Trusts & Estates Section
Legislative Update
May 7, 2015
Click here to download presentation
Click here to download handout
The Florida Bar CLE Committee and RPPTL Section
Ethics in Estate and Trust Administration: The Obvious and the Oblivious
November 5, 2014
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Florida Legal Education Association
The Probate Team: E-Service, E-Filing and When to Respond
October 10, 2014
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Lee County Bar Association
20th Circuit Local Professionalism Program & The Florida Bar Grievance Process: An Overview and Comparison
September 19, 2014
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RPPTL Legislative & Case Law Update
Doing Things the E(asy)(?) Way: E-Filing, E-Service, and E-Publication
August 1, 2014
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Ave Maria School of Law/Estate Planning Conference
Pitfalls for Planners
April 25, 2014
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Probate and Pumpernickel Luncheon
March 18, 2014
Click here to download handout
Click here to download presentation
Executive Council Report on E-Filing and E-Service
RPPTL Section-The Florida Bar
November 2013
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Collier County Bar Association Trial Lawyers Section/E-Filing and E-Service
October 1, 2013
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The Florida Bar E-Filing Reference and Resource
March 2013
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RPPTL Section E-Filing Webinar
March 20, 2013
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Thomas S. Biggs American Inns of Court/Service by E-Mail and E-Filing
December 11, 2012
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Florida Court Clerks & Comptrollers/WebEx Training
October 17, 2012
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Service by E-mail and E-Filing Resource Information
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RPPTL Webcast Resources
September 7, 2012
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Click here to Download
Lee County Bar Association/Service by E-Mail and E-Filing
August 24, 2012
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Collier County Bar Association/Service by E-Mail and E-Filing
August 23, 2012
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Judges’ Meeting, Collier County Courthouse/Service by E-Mail, E-Filing and Showcase
August 23, 2012
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Power of Attorney Presentation to The Florida Bar RPPTL Section
July 25, 2012
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E-Filing Resources for Attorney/Trust Officer Liaison Conference
June 23, 2012
Click here to download E-Service Summary
Click here download Supreme Court 10-2101
Click here to download Supreme Court 11-399
Legislative Update Presentation at Trust & Estate Section of Collier County Bar Association
May 11, 2011
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So You Think You Know All of the Rules
March 17, 2011
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GST Tax Presentation
March 2011
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The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
January 20, 2011
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27th Annual Estate and Probate Seminar Palm Beach County Bar Association
May 19, 2010
Click here to download