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Print Book :Hardbound, 998 pages
10th Edition
ISBN: 9781522178071
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10th Edition
ISBN: 9781522178088
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10th Edition
ISBN: 9781522178088
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The revised and expanded Tenth Edition of this perennial bestseller addresses in-depth the Florida Trust Code and subsequent amendments to the Code passed by the Legislature through 2017. In addition, this new edition features extensive treatment of all facets of trust administration.

Highlights of the new Tenth Edition include:

  • Coverage of the 2017 Tax Cuts and Jobs Act
  • New and expanded overview of trust administration
  • New sections on Decanting, Social Investments, Self-Settled Spendthrift Trusts Outside Florida, Ethical Issues in Preparation of Deeds, Marital Agreements and Title, Drafting Third-Party Special Needs Trusts, and on Offshore Trusts, including Determination of Beneficiaries, Taking Inventory of Trust Assets, Life and Annuity Policies
  • Rewrites of sections on Who May Serve as Trustee, Trustee’s Power to Invade Principal, and Multiple Trust Rule with 2019 legislation
  • Updates on the Florida Trust Code, fiduciary attorney-client privilege, safe harbor and homestead rights, Florida Medicaid Programs, Deductions for Qualified Business Income, Alimony Special Needs Trusts with respect to 2018 POMS Revisions, and Distributions and SSI Income Rules
  • Elaboration on Statutes of Limitations Regarding Trust Disclosure Documents, Trust Modification and Trust Termination, the Sole Benefit Rule for Special Needs Trusts, and the Choice of Trustee for d4A Trusts
  • Updates and discussions about rules, statutes, and recent case law

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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Authors / Contributors

Table of Contents

 Chapter 1  Introduction 
                         Denis A. Kleinfeld

Chapter 2  Powers, Duties, And Liabilities Of Trustees
                         William Kalish

Chapter 3  Resignation, Removal, And Appointment Of Sucessor 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
                         William R. Swindle and Jon P. Skelton

Chapter 6  Creditors' Rights To Assets In Trust
                         Jerome L. Wolf

Chapter 7  Lapse, Antilapse, And Descendible Beneficial Interests In Trusts
                         William Kalish

Chapter 8  Termination And Modification Of Express Trusts
                         Brian J. Felcoski and Jon Scuderi

Chapter 9  Trust Litigation
                         Steven L. Hearn

Chapter 10  Qualified Domestic Trusts
                           Laura Kristin Sundberg and Christine L. Weingart

Chapter 11  Funding Trusts
                           Charles Ian Nash

Chapter 12  Tax Considerations
                           J. Eric Taylor

Chapter 13  Compensation Of Trustees And Attorneys
                           Jon Scuderi

Chapter 14  Title Problems and Issues
                           William Kalish

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