Basic Estate Planning In Florida

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.

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11th Edition
ISBN: 9781663346346
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11th Edition
ISBN: 9781663346353
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11th Edition
ISBN: 9781663346353
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$256.00
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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.

In the 11th Edition of Basic Estate Planning In Florida, Readers will find:

  • New Case Law, Updated Statutes, Rules of Procedure, and Regulations
  • Discussion of new Florida Community Property Trust Act.
  • Discussion of SECURE Act and what this means for beneficiaries.
  • Annual exclusion amount for gifts raised to $16,000 per donee ($32,000 if joint spousal gift).
  • Applicable exclusion amount under IRC § 2010 indexed for inflation at $12.06 million for 2022.
  • Amendments to F.S. 733.6171 require attorneys to make written disclosures about certain fees when representing a personal representative in estate administration.
  • Amendments to F.S. 736.1007 require attorneys to also make written disclosures about certain fees when representing a trustee in initial administration of a trust.

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 10th edition ISBN was 9781522194439.

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Featured Authors

Table of contents

 Chapter 1  Introduction, Modern History, And Practical Considerations
E. Steven Lauer

Chapter 2  Pitfalls And Minefields In Estate Planning
W. Michael Parrott

Chapter 3  Planning For Incapacity And Disability
Kathleen A. Kadyszewski

Chapter 4  Special Classes Of Persons
Colleen K. O'Rourke

Chapter 5  Overview Of Wealth Transfer Taxes
J. Eric Taylor

Chapter 6  Homestead
Jeffrey A. Baskies and Tereina R. Stidd

Chapter 7  Joint Ownership
Jeffrey A. Baskies, Thomas O. Katz, and Justin M. Savioli

Chapter 8  Advantages And Disadvantages Of Living Trusts
Rose-Anne B. Frano, Jeffrey T. Troiano, and Elizabeth P. Diaz

Chapter 9  Funding The Living Trust
Debra L. Boje, Alyse Reiser Comiter, and Alexander L. Nostro

Chapter 10  Marital Transfers
Alyse Reiser Comiter, Nicklaus Curley, and Alexander Nostro

Chapter 11  Powers Of Appointment
Andrea Stone and Tania V. Sotelo

Chapter 12  Fiduciaries
Legal Publications Staff

Chapter 13  Malpractice And Ethical Considerations
Charles Ian Nash, Keith S. Kromash, and Nina Vaghaiwalla Rawal

Chapter 14  Community Property Issues
Erica K. Smith Roodhouse

Chapter 15  Estate Planning Checklists And Computer Software
Barry A. Nelson and Cassandra S. Nelson

Chapter 16  Making Estate Planning Easy, Enjoyable, Predictable, And Automatic
Bruce S. Udell

INDEXES