Basic Estate Planning In Florida
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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.
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The 10th edition ISBN was 9781522194439.
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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