Basic Estate Planning In Florida

This popular manual covers all facets of basic estate planning. Tax and accounting issues, ethical issues, and problems related to specific forms of ownership and special classes of persons are examined. Homestead considerations and handling of assets acquired in community property jurisdictions are also featured.
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9th Edition
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ISBN: 9781522139508
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Book Edition: 9E

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This popular manual covers all facets of basic estate planning. Tax and accounting issues, ethical issues, and problems related to specific forms of ownership and special classes of persons are examined. Homestead considerations and handling of assets acquired in community property jurisdictions are also featured.

Basic Estate Planning In Florida, 9th Edition, provides an update of statutes, federal rules, and case law addressing the following (among other) aspects of estate planning:

  • Tax apportionment and elective shares;
  • Timeliness of portability elections;
  • Effect of marital agreements and waivers;
  • Powers of appointment;
  • Community property rights;
  • Creditors and the homestead exemption;
  • Split dollar plans and required minimum distributions;
  • Durable powers of attorney and the authority of  health care surrogates; and
  • Estate planning that constitutes the unlicensed practice of 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.

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Table of Contents

CONTENTS

Chapter 1  Introduction, Modern History, And Practical Considerations

E. Steven Lauer


Chapter 2  Pitfalls And Minefields In Estate Planning

W. Michael Parrott


Chapter 3  Planning For Incapacity And Disability

Kathleen A. Kadyszewski


Chapter 4  Special Classes Of Persons

Steven P. Riley and Colleen K. O'Rourke


Chapter 5  Overview Of Wealth Transfer Taxes

J. Eric Taylor


Chapter 6  Homestead

Jeffrey A. Baskies and Tereina R. Stidd


Chapter 7  Joint Ownership

Jeffrey A. Baskies, Thomas O. Katz, and Justin M. Savioli


Chapter 8  Advantages And Disadvantages Of Living Trusts

Ric Gregoria, Rose-Anne B. Frano, and Jeffrey T. Troiano


Chapter 9  Funding The Living Trust

Debra L. Boje and Alyse Reiser Comiter


Chapter 10  Marital Transfers

Thomas C. Lee, Jr., Alyse Reiser Comiter, and Nicklaus Curley


Chapter 11  Powers Of Appointment

Barbara Landau


Chapter 12  Fiduciaries

Dan P. Heller, Alex Espenkotter, and Robert Beraha


Chapter 13  Malpractice And Ethical Considerations

Charles Ian Nash and Keith S. Kromash


Chapter 14  Community Property Issues

Marilyn M. Polson and Erica K. Smith


Chapter 15  Estate Planning Checklists And Computer Software

Barry A. Nelson


Chapter 16  Making Estate Planning Easy, Enjoyable, Predictable, And Automatic

Bruce S. Udell


INDEXES