Basic Estate Planning In Florida


By The Florida Bar Continuing Legal Education

cover image of Basic Estate Planning In Florida

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Basic Estate Planning In Florida – 8th Edition Highlights

Discussion of new laws, cases, and rules, including the effect of the American Taxpayer Relief Act of 2012 (ATRA) on:

  • various estate planning tools; and on

  • taxable rates; estate, gift, generation skipping, and income taxes; applicable exclusion amounts; and the portable deceased spousal unused exclusion (DSUE) amount for citizens and noncitizens;

  • general and limited powers of appointment, including "decanting", and releases and disclaimers of power; a spouse's election to take homestead as a tenant in common rather than through a life estate; and the treatment of insurance proceeds payable to a trust;

  • community property; the homestead exemption, and estate planning issues for same-sex couples;

  • compliance with Treasury Dept. Circular No. 230 for written tax advice; and

  • ethical issues, including the attorney's duty to third parties, asset protection planning, and gifts to lawyers …
  • Basic Estate Planning In Florida