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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11th Edition
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ISBN: 9781663346353
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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.

In the 11th Edition of Basic Estate Planning In Florida, Readers will find:

  • New Case Law, Updated Statutes, Rules of Procedure, and Regulations
  • Discussion of new Florida Community Property Trust Act.
  • Discussion of SECURE Act and what this means for beneficiaries.
  • Annual exclusion amount for gifts raised to $16,000 per donee ($32,000 if joint spousal gift).
  • Applicable exclusion amount under IRC § 2010 indexed for inflation at $12.06 million for 2022.
  • Amendments to F.S. 733.6171 require attorneys to make written disclosures about certain fees when representing a personal representative in estate administration.
  • Amendments to F.S. 736.1007 require attorneys to also make written disclosures about certain fees when representing a trustee in initial administration of a trust.

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

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

The 10th edition ISBN was 9781522194439.

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Featured Authors

Table of 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

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

Rose-Anne B. Frano, Jeffrey T. Troiano, and Elizabeth P. Diaz


Chapter 9  Funding The Living Trust

Debra L. Boje, Alyse Reiser Comiter, and Alexander L. Nostro


Chapter 10  Marital Transfers

Alyse Reiser Comiter, Nicklaus Curley, and Alexander Nostro


Chapter 11  Powers Of Appointment

Andrea Stone and Tania V. Sotelo


Chapter 12  Fiduciaries

Legal Publications Staff


Chapter 13  Malpractice And Ethical Considerations

Charles Ian Nash, Keith S. Kromash, and Nina Vaghaiwalla Rawal


Chapter 14  Community Property Issues

Erica K. Smith Roodhouse


Chapter 15  Estate Planning Checklists And Computer Software

Barry A. Nelson and Cassandra S. Nelson


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

Bruce S. Udell


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