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Print Book :Two-Volume Looseleaf; Vol. 1: 666 pages; Vol. 2: 576 pages
5th Edition
ISBN: 9781632846129
Release Date: TBC
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$495.00
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The Florida Bar Probate System is written by preeminent probate scholars—Rohan Kelley and Tae Kelley Bronner—and it includes a discussion of probate tax isses by tax specialist Jeffrey Baskies. The new edition is replete with numerous practice forms the authors, as well as 2018 forms from Florida Lawyers Support Services.
 
The latest edition of this venerable source has been revised and updated over the course of four years. During this time, the work was substantially enhanced and expanded with many additional forms, and the how-to guidance needed to navigate probate administration.
 
NEW MATERIAL IN THE FIFTH EDITION
  • The authors’ “Florida Homestead Paradigm” for navigating Florida’s complex homestead statutes and constitutional provisions
  • Additional forms provided by the authors
  • Updated case law

YOUR ROADMAP THROUGH ALL FACETS OF PROBATE ADMINISTRATION

  • Detailed how-to instructions for each step in the probate process
  • Employment and fee agreements
  • Personal representative qualification issues
  • Service requirements and statutory and rule authority for each form
  • Over 155 pleading and practice forms
  • Essential office forms and checklists for handling each client conference from the moment of employment to the closing of the file
  • Forms and notices that need to be filed by the attorney or the decedent’s personal representative with the court, or with creditors, beneficiaries, or heirs
  • 81 sample letters to send to banks, appraisers and tax consultants, the IRS, the Social Security or Veteran’s Administrations, family members, estate claimants, or service providers
  • Applicable legal and tax issues including exemptions, contributions, out-of-state realty, business interests, digital assets, elective share calculations, abatement, and DSUE
  • Cross-references throughout further enhance the System’s utility

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

Authors / Contributors

Table of Contents

CONTENTS

1.  CaseManager

2.  Preliminary Information List and Summary of Assets

3.  AlertSystem

4.  Practice Forms

5.  Furnished Forms

6.  Office Forms

7.  Letters

8.  Law Notes

9.  Tax Notes

10.  General Notes

Index