Asset Protection in Florida

Asset Protection in Florida covers all facets of asset preservation for Florida residents. The manual provides comprehensive analysis of the many steps available to protect assets from creditors' claims, both during your lifetime and at death. Among the many topics covered are homestead, trusts (both domestic and offshore), business planning, planning for dissolution of marriage, protection of retirement and education accounts, and the ethical aspects of advising clients on asset protection issues. Bankruptcy issues and tax planning are prominently featured throughout the text.
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5th Edition
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ISBN: 9781522139560
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Asset Protection in Florida covers all facets of asset preservation for Florida residents. The manual provides comprehensive analysis of the many steps available to protect assets from creditors' claims, both during your lifetime and at death. Among the many topics covered are homestead, trusts (both domestic and offshore), business planning, planning for dissolution of marriage, protection of retirement and education accounts, and the ethical aspects of advising clients on asset protection issues. Bankruptcy issues and tax planning are prominently featured throughout the text.

Highlights of the Fifth Edition include:

  • New discussion regarding
    • Revocable Trusts
    • LLC membership interests
    • Beneficiaries of annuities
  • Revised statutes and rules
  • New case law

Visit our Estate Planning website for a complete list of The Bar's Estate Planning related titles.

Visit our Florida Bar Continuing Legal Education Publications website for a complete list of The Bar's titles.

The eBook versions of this title feature links to Lexis Advance for further legal research options.



Featured Authors

Table of Contents

CONTENTS

1.  Fraudulent Transfers And Conversions And Ethical Considerations

       Keith S. Kromash


2.  General Exemptions From Creditors

       Sam W. Boone, Jr. and Michael S. Singer


3.  Retirement and Other Tax Preferred Savings Accounts

       Richard R. Gans and J. Allison Archbold


4.  Asset Protection Provided With Florida Business Entities

       Thomas O. Wells


5.  Homestead: Creditor Issues

       Barry A. Nelson


6.  Homestead: Non-Creditor Issues

       Charles Ian Nash


7.  Creditors’ Rights To Assets In Trust

       Jerome L. Wolf


8.  Section 529 Arrangements

       Charles Ian Nash


9.  Relationship Dissolution Planning

       M. Travis Hayes and Robert L. Lancaster


10.  Offshore Asset Protection Trusts

       James J. Flick and Jonathan Gopman