Moved to FL, Home in FL, or Snowbird: Planning You Should Know

March 1, 2023

If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This presentation will explore a wide range of Florida legal and planning considerations, including: who can be a personal representative of a Floridian’s estate? FL has valuable homestead protection. What is that and how might you take advantage of it? What language might you add to a revocable trust to preserve homestead benefits? What is FL law on tenants by the entirety and how might that provide benefit? What are the FL rules on spousal elective share? FL trusts must give qualified beneficiaries notice. What does this mean to trust planning? In terrorem clauses are unenforceable under FL law so what steps might be taken to deflect a will challenge?  What are exception creditors and how might a special trust known as the exception creditor trust help? Spousal Lifetime Access Trusts (SLATs) are one of the most popular planning techniques. What FL laws affect SLATs and what planning opportunities do those present?   Speakers: Christopher J. Denicolo, JD, LL.M. and Martin Shenkman, Esq. Sponsor: Gassman, Crotty & Denicolo, P.A.   *This may constitute attorney advertising. * There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.