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Strategies for Trusts and Estates in Florida, 2012 ed.: Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in Florida (Inside the Minds)
Multiple Authors
Paperback. Thomson Reuters Westlaw 2012-01-01.
ISBN 9780314280527
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Publisher description
Strategies for Trusts and Estates in Florida provides an authoritative, insider's perspective on key strategies for aiding clients in Florida on developing flexible estate plans. Featuring partners from some of the nation's leading law firms, these experts guide the reader through the process of getting to know the client and gathering the necessary information before outlining a plan. These top lawyers offer their advice for conducting preliminary interviews, reviewing existing documents, drafting new documents, and creating various trusts. From changing tax laws to second marriage issues, these authors discuss the steps for identifying and overcoming challenges in the estate planning process. Additional topics include the importance of educating the client and staying up-t-date on changes in the trusts and estates arena. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.
Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.
Chapters Include:
1. Robert A. Dawkins, Shareholder and Chair, Estate Planning, Probate, and Trust Administration Practice Group, Fisher Tousey Leas and Ball PA - "Challenges for Florida Trusts and Estates Lawyers"
2. Ric Gregoria, Shareholder, Williams Parker Harrison Dietz & Getzen - "New Challenges for Florida Trust and Estates Practitioners in an Uncertain Environment"
3. Lorna J. Scharlacken, Partner, Harter Secrest & Emery LLP - "Utilization of Living Trusts as an Estate Planning Strategy for Floridians"
4. Brian M. O Connell, Partner, Casey Ciklin Lubitz Martens & O'Connell - "Helping Clients Prepare for Future Trends and Challenges in Relation to Florida Estate Plans"
Appendices Include:
Appendix A: Client Questionnaire
Appendix B: Florida Statute 732.401. Descent of Homestead
Appendix C: Florida Statute 732.4017. Inter Vivos Transfer of Homestead Property
Appendix D: Florida Statute 732.805. Spousal Rights Procured by Fraud, Duress, or Undue Influence
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Strategies for Trusts and Estates in Florida, 2012 ed.: Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in Florida
Book reviews » Strategies for Trusts and Estates in Florida, 2012 ed.: Leading Lawyers on Analyzing Recent Developments and Navigating the Estate Planning Process in Florida (Inside the Minds)
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