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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Print Book :1 Volume, Hardbound, 728 pages
10th Edition
ISBN: 9781522194439
Estimated: July 20, 2020
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10th Edition
ISBN: 9781522194446
Published: July 17, 2020
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10th Edition
ISBN: 9781522194446
Published: July 17, 2020
In Stock
New!
Price
$211.00
QTY
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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 10th Edition of Basic Estate Planning In Florida, Readers will find:

  • New material on the Tax Cuts and Jobs Act of 2017; the SECURE Act; the Uniform Voidable Transaction Act; anti-clawback regulations; electronic wills; cryptocurrency; directed trustees; malpractice considerations regarding gifts; estate planning by nonlawyers.
  • New forms covering Inter Vivos Declarations; Designations of Health Care Surrogates; Living Wills; Do Not Resuscitate Orders; Exercising Special Power of Appointment; Exercising Testamentary Broad Nongeneral Power of Appointment; Releasing Power of Appointment; Disclaiming Power of Appointment.
  • Rewrites of sections on Living Trusts; Wills; Generation-Skipping Transfers; Third-Party Distributions; Privacy Considerations.
  • Updates on Waiver of Rights to Elective Share; waiver of homestead rights; and Perfecting Title to Community Property.
  • Elaboration on: Homestead Property; Community Property; Elective Share; Durable Powers of Attorney; the rights of minors, including noncitizen minors; Inter vivos gifts; Releases and Disclaimers of Power; malpractice considerations for attorneys who also serve as personal representatives.
  • Expanded overview of Testamentary Gifts; Adopted Persons.
  • Updated discussions about rules, statutes, and recent case law.
  • Additional clarification of terms and case descriptions.

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 2019 edition ISBN is 9781522139492.

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Authors / Contributors

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, Elizabeth P. Diaz, 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. and Alyse Reiser Comiter

Chapter 11  Powers Of Appointment
Barbara Landau and Andrea Stone

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
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