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Basic Estate Planning In Florida, Eighth Edition

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8th Edition
ISBN: 9781632815767
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ISBN: 9781632815774
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ISBN: 9781632815774
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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.

Highlights of the Eighth Edition include:

•  the effect of the American Taxpayer Relief Act of 2012 (ATRA) on:
•  various estate planning tools; and on
•  taxable rates; estate, gift, generation skipping, and income taxes; applicable exclusion amounts; and the portable deceased spousal unused exclusion (DSUE) amount for citizens and noncitizens;
•  general and limited powers of appointment, including "decanting", and releases and disclaimers of power; a spouse's election to take homestead as a tenant in common rather than through a life estate; and the treatment of insurance proceeds payable to a trust;
•  community property; the homestead exemption, and estate planning issues for same-sex couples;
•  compliance with Treasury Dept. Circular No. 230 for written tax advice; and
•  ethical issues, including the attorney's duty to third parties, asset protection planning, and gifts to lawyers and their relatives
•  Revised forms and checklists

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Authors / Contributors

Table of Contents

1. Introduction And Practical Considerations

E. Steven Lauer

2. Pitfalls And Minefields In Estate Planning

W. Michael Parrott

3. Planning For Incapacity And Disability

Kathleen A. Kadyszewski

4. Special Classes Of Persons

Steven P. Riley and Colleen K. O'Rourke

5. Overview Of Wealth Transfer Taxes

J. Eric Taylor

6. Homestead

Jeffrey A. Baskies and Tereina R. Walk

7. Joint Ownership

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

8. Advantages And Disadvantages Of Living Trusts

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

9. Funding The Living Trust

Debra L. Boje and Alyse M. Reiser

10. Marital Transfers

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

11. Drafting And Using Powers Of Appointment

Barbara Landau

12. Fiduciaries

Dan P. Heller, Alex Espenkotter, and Robert Beraha

13. Malpractice And Ethical Considerations

Charles Ian Nash and Keith S. Kromash

14. Community Property Issues

Marilyn M. Polson

15. Estate Planning Checklists And Computer Software

Barry A. Nelson

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

Bruce S. Udell