The Atlanta Lawyer August/September 2015 | Page 50

section update Estate Planning and Probate Section By Katrenia R. Collins Katrenia R. Collins, LLC [email protected] T he Estate Planning and Probate Section had a great turnout at our first breakfast meeting. In June, Attorney Margaret W. Scott advised us of international estate planning issues we should consider when planning for clients who have foreign connections. Her topic was “International Estate Planning Basics – What Every Estate Planner Should Know.” In lieu of a meeting, in July most Section members attended the Annual Fiduciary Law Institute in St. Simons Island, Georgia. Along with our sponsors and other members of the Bar, we enjoyed our traditional Wednesday opening reception at the King & Prince Resort. Thanks to well-organized work of our Section Treasurer, Albert Caproni, III, the reception was a great success. The attendees, room setup, food, drinks, service, and view of the ocean made the event very nice and pleasant. I believe everyone had a good time. On August 12, 2015, Jeff Pennell spoke to the Section about “Current Developments of Importance to Estate Planners.” Jeff gave us a copy of his most recent writing on this topic and reminded us to coordinate the terms in our clients’ various estate planning documents. (See Jimenez v. Corr, 766 S.E. 2d 115 (Va. 2014)). September- Special Event In September, in addition to our regular breakfast meeting, our Section will have a joint CLE event with members of the Elder Law Section and Financial Planning Association (FPA). The event will be on Thursday, September 24, 2015, from 6:00pm until 8:15pm at the law office of Dentons located at 303 Peachtree Street, Suite 5300, Atlanta, Georgia, 30308. Many thanks to our newest board member, Elaine Levine, who spearheaded this event. Others who assisted in organizing this event include Section Board members, members of the Elder Law Section and the FPA, the Atlanta Bar Association, and the law office of Dentons. The topic is “The Truly Modern Family – What Would You Do?” I believe this event is the first of its kind where attendees will have the opportunity (1) to observe how professionals from various disciplines work together to analyze and design 50 THE ATLANTA LAWYER August/September 2015 an estate plan and (2) to consider how the client may be better served when professionals from the various disciplines (estate planners, elder law attorneys, and financial planners) work together. The moderator is Attorney Doug Duncan, who has an extensive background in estate planning, insurance, taxes, and business planning. Attendees will have the opportunity to hear what the panelists would do if they represented or were working with the proposed hypothetical modern American family. Panel members include Judge Rosh; estate planning attorney Russell P. Love; and CPA, Attorney, CFP, AIF, CRPS, and Financial Advisor Marta Shen. You may register for the event on the