Practical Guidance
Time-saving Solutions
Knowledgeable Insights

Basic Estate Planning In Florida

Select a format

Print Book :Case-bound, 728 pages
8th Edition
ISBN: 9781632815767
In Stock
eBook :epub
8th Edition
ISBN: 9781632815774
In Stock
eBook :mobi
8th Edition
ISBN: 9781632815774
In Stock
International Order Inquiry

Product details

View a sample of this title using the ReadNow feature

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

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.

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