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ESTATE PLANNING

 


Florida Residency and Wills. Testamentary trusts.

Revocable Trusts. Probate avoidance. Asset control and management. Incapacity planning and guardianship avoidance. Privacy. Choice of fiduciary and beneficiary provisions.

Incapacity Planning. Durable powers of attorney. Advance Health Care Directives (Living Wills and Health Care Surrogates).

Trust Funding and Asset Titling. Securities. Real estate. Homestead. Closely-held entities. IRA, annuity and life insurance beneficiaries.

Spousal Planning. Intestate succession. Elective Share. Homestead. Prenuptial agreements.

Estate and Gift Taxes. Estate tax. Gift tax. Nonresident aliens.

Florida Homestead. Qualification. Restrictions on devise. Spousal rights.

Asset Protection. Homestead. Tenancy by the entireties. Retirement accounts, annuities and life insurance. Spendthrift trusts. Discretionary trusts.  Statutory exemptions.

IRA Planning. Trusts as beneficiaries. Stretch IRAs. Roth IRAs. Distribution rules.

Irrevocable Trusts.

Charitable Planning. Charitable remainder trusts. Foundations.

Life Insurance Planning.