Lexis Nexis Administration of Trusts in Florida
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Product description
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The revised Twelfth 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 Twelfth Edition include:
- Updating and discussions of statute references.
- Highlighting or discussion of recent and current case opinions.
- Addition of new section on removal of a trustee by qualified beneficiaries
- Discussion of notable cases from other states interpreting their Prudent Investor statutes.
- Discussion of the extent to which fiduciaries may include climate-aligned funds in their menu options for direct contribution retirement plans.
- Discussion of Spousal Lifetime Access Trusts (SLATS)
- Discussion of new case law on the waiver of homestead rights
- Discussion of the SECURE Act of 2019 and SECURE 2.0 of 2022.
- Discussion of changes to the rules regulating Qualified Charitable Distributions
- Discussion of charitable gift annuities and charitable remainder trusts
- New case law on compensation of trustees from homestead proceeds
- Many important revisions to the chapter on Special Needs Trusts
- Discussion of Florida’s new statutory provisions on directed trusts
- Discussion of administrator-managed prepaid card
- New material on the Social Security Administration’s national policy on decanting
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.
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The ISBN of the 11th Edition was 9781663338402.
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Table of contents
Chapter 1 Introduction
Denis A. Kleinfeld
Chapter 2 Powers, Duties, And Liabilities Of Trustees
Amy J. Fanzlaw
Chapter 3 Resignation, Removal, And Appointment Of Successor Trustees
Barry F. Spivey and Cady L. Huss
Chapter 4 Prudent Investor Act
Stewart A. Marshall, J. Clay Singleton, and Neil W. Scott
Chapter 5 Trust Accountings
Jon P. Skelton and Vonya Z. Lance
Chapter 6 Creditors' Rights To Assets In Trust
Jerome L. Wolf
Chapter 7 Lapse, Antilapse, And Descendible Beneficial Interests In Trusts
Amy J. Fanzlaw
Chapter 8 Termination And Modification Of Express Trusts
Brian J. Felcoski and Jon Scuderi
Chapter 9 Trust Litigation
Legal Publications Staff
Chapter 10 Qualified Domestic Trusts
Laura Kristin Sundberg and Christine L. Weingart
Chapter 11 Funding Trusts
Charles Ian Nash and Nina Vaghaiwalla Rawal
Chapter 12 Tax Considerations
J. Eric Taylor
Chapter 13 Compensation Of Trustees And Attorneys
Jon Scuderi
Chapter 14 Title Problems and Issues
Amy J. Fanzlaw
Chapter 15 Offshore Trusts
Denis A. Kleinfeld
Chapter 16 Charitable Trusts
J. Eric Taylor and Marla Bohlander
Chapter 17 Special Needs Trusts
David J. Lillesand, Marjorie E. Wolasky, and Amy J. Fanzlaw
Chapter 18 The Florida Trust Code
Laura Kristin Sundberg and Andrew H. Thompson
INDEXES
Citations
Cases
Subjects
