Asset Protection in Florida


By The Florida Bar Continuing Legal Education

cover image of Asset Protection in Florida

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Asset Protection in Florida covers all facets of asset preservation for Florida residents. The manual provides comprehensive analysis of the many steps available to protect assets from creditors' claims, both during your lifetime and at death. Among the many topics covered are homestead, trusts (both domestic and offshore), business planning, planning for dissolution of marriage, protection of retirement and education accounts, and the ethical aspects of advising clients on asset protection issues. Bankruptcy issues and tax planning are prominently featured throughout the text.

Highlights of the Second Edition include:

  • New case law and legislation regarding to inherited IRAs
  • Updated discussion of creditors' charging liens on interests in LLCs in the wake of Olmstead v. FTC and the 2011 legislative session
  • Expanded chapters on planning when homestead is an asset
  • Asset Protection in Florida