Wills. Florida residency; wills; testamentary trusts.
Revocable Trusts. Probate avoidance; asset control and management; incapacity planning and guardianship avoidance; privacy concerns; selection of fiduciary and beneficiaries; form of inheritance; general bequests; specific bequests; continuing trusts for beneficiaries.
Incapacity Planning. Durable powers of attorney; advance directives for health care (living wills and health surrogates); guardianship avoidance.
Trust Funding and Asset Titling. Securities; real estate; homestead; closely-held entities; IRA, annuity and life insurance beneficiary designations.
Spousal Planning. Intestate succession; elective Share; homestead rights; prenuptial and postnuptial agreements.
Transfer Tax Planning. Estate tax; gift tax; generation skipping transfer tax; nonresident aliens.
Florida Homestead. Qualification; restrictions on devise and descent; spousal rights.
Asset Protection. Homestead; tenancy by the entireties; retirement accounts; annuities; life insurance; entities structured to protect assets. Irrevocable trusts; discretionary trusts; statutory exemptions.
IRA Planning. Trusts as beneficiaries; stretch IRAs; Roth IRAs; distribution rules.
Irrevocable Trusts. Asset protection; tax basis considerations; estate tax minimization; dynasty trusts.
Charitable Planning. Charitable remainder annuity trusts and unitrusts; foundations; cash flow and capital gain considerations.
Life Insurance Planning. Estate removal; procedural requirements; trustee selection.