Our final program of the Bar year , " Approaches to a Successful Multi-Party Mediation " was moderated by Gerald B . Kline , Esq . ( Taylor English Duma LLP ) with speakers Bruce Barrickman ( BAY Mediation & Arbitration Services ); Victor J . Faenza ( BAY Mediation & Arbitration Services ) and George C . Reid ( The Reid Firm , LLC ).
We also want to thank our Sponsors whose support helped make these programs possible : American Arbitration Association , Bay Mediation & Arbitration Services , Henning , Huseby . com Global Litigation Support , IAG Forensics & Valuation , JAMS , Miles Mediation & Arbitration , National Arbitration & Mediation , Network 1 Consulting , Inc .
Board of Directors Chair Joyce Klemmer ( JAMS ), Vice Chair / Chair-Elect Scott Zucker ( Weissmann Zucker Euster Morochnik , PC ), Secretary / Treasurer Eileen Thomas ( Eileen Thomas , LLC ), Immediate Past Chair Charles Dalziel ( Dalziel Law Firm ); and Members-at-Large Erika Birg ( Nelson Mullins Riley & Scarborough , LLP ), Jennifer Grippa ( Miles Mediation & Arbitration Services , LLC ), Gerald Kline ( Taylor English Duma , LLP ), Frank Lightmas ( The Law Offices of Frank A . Lightmas Jr ., LLC ), Greg Presmanes ( Bovis Kyle Burch & Medlin ,
JOYCE B . KLEMMER JAMS JKlemmer @ jamsadr . com
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Estate Planning & Probate
In light of the ongoing COVID-19 pandemic , the Estate Planning & Probate (“ EP & P ”) Section continues to offer its members valuable continuing legal education opportunities through monthly CLE webinars focusing on topics ranging from probate law and estate planning , to law firm operation , charitable giving , and related topics within the allied professions and fields of law . Here are some of our recent past programs :
1 - On Wednesday , March 10 , 2021 , the EP & P Section welcomed Christy Butler Eckoff ( Jewish Federation of Greater Atlanta ) and Lula Dawit ( University of Florida College of the Arts ), who discussed “ Charitable Gift Agreements .” Eckoff and Dawit offered a broad overview of the charitable giving landscape in the wake of recent changes in tax laws . The featured Section Sponsor for this webinar was Bennett Thrasher , LLP .
2 - On Wednesday , April 14 , 2021 , the EP & P Section welcomed Douglas Stein ( Stein Law , LLC ), who spoke to the Section about “ Qualified Opportunity Zones and Estate Planning . Doug discussed how clients can invest in qualified opportunity zones as a way to defer capital gains tax burdens while helping to spur economic development and job creation in distressed communities . The featured Section Sponsor for this webinar was the Community Foundation for Greater Atlanta .
3 - On Thursday , April 22 , 2021 , the EP & P Section welcomed Trust Director Velena Berny ( SunTrust Bank ), Betsy Brown ( Pendleton Square Trust Company ), and Dan Bryan ( Regions Bank Private Wealth Management ), for a panel discussion entitled , “ How to Ascertain Ascertainable Standards .” Berny , Brown and Bryan tackled a couple of different factual scenarios to illustrate when , how , and why trust distributions should be made – and when they shouldn ’ t . The lively discussion was moderated by our Section Treasurer and upcoming Vice Chair , Kevin O ’ Sullivan ( Cohen Pollock Merlin Turner , PC ). The featured Section Sponsor for this webinar was Adams Capital , LLC .
The EP & P Section Board invite Section members and other Atlanta Bar Association members to join us for these upcoming CLE virtual events . Registration can be done online at AtlantaBar . org :
• On Wednesday , May 12 , 2021 , at noon , the EP & P Section will welcome Senior Associate General Counsel Samantha Johnson ( Grady Health Systems ), who will discuss “ Advance Directives for Health Care .”
• One June 9 , 2021 , at noon , the EP & P Section will welcome Hon . Kenya Johnson ( Fulton County Probate Court ) to give us her perspective from the bench and an update on recent changes and developments in the Fulton County Probate Court .
The Estate Planning & Probate Section is proud to be a supporter of many allied legal associations and community organizations in the Atlanta metro area . This fiscal year , the Section has made charitable donations to :
• The Atlanta Volunteer Lawyers Association
• The DeKalb Volunteer Lawyers Association
• The Georgia Heirs Property Law Center
• Pro Bono Partnership
• The Atlanta Bar ’ s Pro Bono March Madness Program
• The Atlanta Bar ’ s Summer Law Internship Program (“ SLIP ”)
• The Atlanta Community Food Bank
• North Fulton Community Charities
• The Atlanta Bar Association ’ s Secret Santa Program
Last but not least , we want to recognize and thank our loyal Sponsors for their continued support , and for making our Section programs and activities possible :
34 April / May 2021