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10th Edition
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ISBN: 9781522178088
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Book Edition: 10E

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The revised and expanded Tenth Edition of this perennial bestseller addresses in-depth the Florida Trust Code and subsequent amendments to the Code passed by the Legislature through 2017. In addition, this new edition features extensive treatment of all facets of trust administration.

Highlights of the new Tenth Edition include:

  • Coverage of the 2017 Tax Cuts and Jobs Act
  • New and expanded overview of trust administration
  • New sections on Decanting, Social Investments, Self-Settled Spendthrift Trusts Outside Florida, Ethical Issues in Preparation of Deeds, Marital Agreements and Title, Drafting Third-Party Special Needs Trusts, and on Offshore Trusts, including Determination of Beneficiaries, Taking Inventory of Trust Assets, Life and Annuity Policies
  • Rewrites of sections on Who May Serve as Trustee, Trustee’s Power to Invade Principal, and Multiple Trust Rule with 2019 legislation
  • Updates on the Florida Trust Code, fiduciary attorney-client privilege, safe harbor and homestead rights, Florida Medicaid Programs, Deductions for Qualified Business Income, Alimony Special Needs Trusts with respect to 2018 POMS Revisions, and Distributions and SSI Income Rules
  • Elaboration on Statutes of Limitations Regarding Trust Disclosure Documents, Trust Modification and Trust Termination, the Sole Benefit Rule for Special Needs Trusts, and the Choice of Trustee for d4A Trusts
  • Updates and discussions about rules, statutes, and recent case law

Tax considerations are stressed throughout the text, and are treated in depth in Chapter 12 of the manual. With the explosive increase in the use of trusts by Florida residents, this updated manual addresses a myriad of issues that attorneys practicing in this area are likely to confront on a daily basis.

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Table of Contents

Chapter 1  Introduction  

                         Denis A. Kleinfeld


Chapter 2  Powers, Duties, And Liabilities Of Trustees

                         William Kalish


Chapter 3  Resignation, Removal, And Appointment Of Sucessor Trustees

                         Barry F. Spivey and Cady L. Huss


Chapter 4  Prudent Investor Act

                         Stewart A. Marshall, J. Clay Singleton, and Neil W. Scott


Chapter 5  Trust Accountings

                         William R. Swindle and Jon P. Skelton


Chapter 6  Creditors' Rights To Assets In Trust

                         Jerome L. Wolf


Chapter 7  Lapse, Antilapse, And Descendible Beneficial Interests In Trusts

                         William Kalish


Chapter 8  Termination And Modification Of Express Trusts

                         Brian J. Felcoski and Jon Scuderi


Chapter 9  Trust Litigation

                         Steven L. Hearn


Chapter 10  Qualified Domestic Trusts

                         Laura Kristin Sundberg and Christine L. Weingart


Chapter 11  Funding Trusts

                         Charles Ian Nash


Chapter 12  Tax Considerations

                         J. Eric Taylor


Chapter 13  Compensation Of Trustees And Attorneys

                         Jon Scuderi


Chapter 14  Title Problems and Issues

                         William Kalish


Chapter 15  Offshore Trusts

                         Denis A. Kleinfeld


Chapter 16  Charitable Trusts

                         J. Eric Taylor and Marla Bohlander


Chapter 17  Special Needs Trusts

                         David J. Lillesand, Marjorie E. Wolasky, and Amy J. Fanzlaw


Chapter 18  The Florida Trust Code

                         Laura Kristin Sundberg and Andrew H. Thompson


INDEXES