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 and upcoming programs :
1 & 2 - On Wednesday , January 13 , 2021 , the EP & P Section welcomed Partner Lisa Brown and Wealth Advisor Bud Boland ( Brightworth , LLC ), who discussed “ Estate Planning for Busy Executives .” This month ’ s featured sponsor was Sterling Foundation Management , LLC .
3 & 4 - On Wednesday , February 10 , 2021 , the Section welcomed Partenr Cara M . Koss ( Arnold & Porter Kaye Scholer , LLP ) and Partner Carole M . Bass ( Moses & Singer , LLP ), who discussed “ Estate Planning : Reproduction Materials and Planning Impact .” This month ’ s featured Sponsor was Regions Private Wealth Management .
On Wednesday , March 10 , 2021 , the EP & P Section offered a 1-hour CLE program featuring Christy Butler Eckoff ( Jewish Federation of Greater Atlanta ), and Lula Dawit ( University of Florida College of the Arts ) discussing “ Charitable Gift Agreements .” Eckoff and Dawit discussed the charitable giving landscape in the wake of recent changes in tax laws .
The EP & P Section Board invite Section members and other Atlanta Bar Association members to join us for these upcoming CLE virtual events :
• On Thursday , April 22 , 2021 , the EP & P Section will be offering a 2-hour CLE program in the late afternoon featuring a panel of trust officers . The moderator will use hypothetical fact scenarios to spur discuss of distribution standards and what they mean in practical terms for trustees and beneficiaries . This is sure to be an informative and entertaining program .
The Estate Planning & Probate Section is proud to be a supporter of many allied legal associations and community support organizations in the Atlanta metro area . This fiscal year , we have made charitable donations to :
• The Atlanta Community Food Bank
• North Fulton Community Charities
• The Atlanta Bar Association ’ s Secret Santa Program
ALLISON L . BYRD Morgan & DiSalvo , PC abyrd @ morgandisalvo . com
SECTIONS
Finally , we want to thank our loyal Sponsors for their continued support , and for making our Section programs and activities possible :
• Adams Capital , LLC
• American Surety Bonds Agency , LLC
• Bennett Thrasher , LLP
• Brightworth , LLC
• Community Foundation for Greater Atlanta
• Hindman , LLC
• Regions Bank - Private Wealth Management
• Sterling Foundation Management , LLC
As the public health crisis caused by COVID-19 continues to unfold , and greater numbers of Americans become vaccinated , we look forward to resuming some in-person meeting later in 2021 . In the meantime , the EP & P Section stands ready to offer its members alternatives to in-person gatherings and opportunities for professional development and social interaction . The EP & P Section Board wishes to thank our wonderful speakers for their generosity in sharing their time and knowledge , our generous Section Sponsors for their loyal support , the hard-working Directors and Staff of the Atlanta Bar Association , and our webinar host company , ReelTime CLE , who make our programs possible . Most of all , we want to thank our Section Members , who continue to make the Estate Planning & Probate Section one of the most active and vibrant Sections of the Atlanta Bar Association . On behalf of the entire Board of the EP & P Section , thank you !
******************************************
• The Atlanta Volunteer Lawyers Association
• The DeKalb Volunteer Lawyers Association
• The Georgia Heirs Property Law Center
• Pro Bono Partnership
• Atlanta Bar Association ’ s Pro Bono March Madness Program
• The Atlanta Bar Association ’ s Summer Law Internship Program www . atlantabar . org THE ATLANTA LAWYER 39