Administration of Trusts in Florida

View a sample of this title using the ReadNow feature

The revised Thirteenth Edition of this perennial bestseller addresses in-depth the Florida Trust Code and subsequent amendments to the Code passed by the Legislature. In addition, this new edition features extensive treatment of all facets of trust administration.

Highlights of the new Thirteenth Edition include:

• Updated cases, statutes, rules, and regulations.
• Discussion of the One Big Beautiful Bill Act and its impacts.
• Discussion of the Uniform Fiduciary Income and Principal Act Florida adopted, replacing the Florida Fiduciary Principal and Income Act.
• The Department of Treasury issues proposed amendments to update: outdated references to temporary regulations, the process for filing security instruments with QDOTs, and the definition of “finally determined” when it comes to asset valuation.
• Clarification that transferring homestead property into a Florida community property trust does not change ownership or trigger a property tax reassessment.
• Discussion of the treatment of Roth accounts in 401(k) and 403(b) plans aligning with Roth IRAs.
• Updates to taxable income and deductions.
• Public registries are being implemented in certain areas discouraging the use of such international jurisdictions for business entity and trust formation.

Tax considerations are stressed throughout the text, and are treated in depth in Chapter 12 of the manual. With the explosive increase in the use of trusts by Florida residents, this updated manual addresses a myriad of issues that attorneys practicing in this area are likely to confront on a daily basis.

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 ISBN of the 11th Edition was 9781663384782.

eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® service for further legal research options. A valid subscription to Lexis+ is required to access this content.