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Lexis Nexis 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.
Publisher: Florida Bar Continuing Legal Education
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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.
Basic Estate Planning In Florida, 9th Edition, provides an update of statutes, federal rules, and case law addressing the following (among other) aspects of estate planning:
- Tax apportionment and elective shares;
- Timeliness of portability elections;
- Effect of marital agreements and waivers;
- Powers of appointment;
- Community property rights;
- Creditors and the homestead exemption;
- Split dollar plans and required minimum distributions;
- Durable powers of attorney and the authority of health care surrogates; and
- Estate planning that constitutes the unlicensed practice of law.
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 titles.
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Table of Contents
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
Steven P. Riley and 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
Ric Gregoria, Rose-Anne B. Frano, and Jeffrey T. Troiano
Chapter 9 Funding The Living Trust
Debra L. Boje and Alyse Reiser Comiter
Chapter 10 Marital Transfers
Thomas C. Lee, Jr., Alyse Reiser Comiter, and Nicklaus Curley
Chapter 11 Powers Of Appointment
Barbara Landau
Chapter 12 Fiduciaries
Dan P. Heller, Alex Espenkotter, and Robert Beraha
Chapter 13 Malpractice And Ethical Considerations
Charles Ian Nash and Keith S. Kromash
Chapter 14 Community Property Issues
Marilyn M. Polson and Erica K. Smith
Chapter 15 Estate Planning Checklists And Computer Software
Barry A. Nelson
Chapter 16 Making Estate Planning Easy, Enjoyable, Predictable, And Automatic
Bruce S. Udell
INDEXES
