Archive for the ‘Retirement Plans’ Category

2011 Florida Legislative Update Seminar – Materials

Published: July 8th, 2011

By: Matthew J. Ahearn

For those of you who were unable to attend our recent seminar covering Florida’s new estate planning legislation, we have posted our materials on our website.  We hope you find them useful.

Florida Legislation Regarding Inherited IRAs and LLCs – Update

Published: June 1st, 2011

By: Brian M. Malec

Yesterday, Governor Rick Scott signed into law House Bill 253, regarding limited liability companies, and House Bill 469, regarding Inherited IRAs.  We reviewed those Bills in a post on May 4.

Florida Legislation Regarding Inherited IRAs and LLCs

Published: May 4th, 2011

By: Brian M. Malec Lauren Y. Detzel

The following article was recently submitted to Leimberg Information Services by Lauren Detzel and Brian Malec, contributors to this blog. Leimberg Article Executive Summary: In LISI Asset Protection Planning Newsletter #173, we reported on Florida’s legislative efforts to statutorily protect inherited IRAs from the claims of creditors of a debtor beneficiary under Florida state law. [...]

Florida Bankruptcy Court Exempts Inherited IRA

Published: April 19th, 2011

By: Brian M. Malec Lauren Y. Detzel

The following article was recently submitted to Leimberg Information Services, a fantastic resource for any estate planning professional.  The article was authored by Lauren Detzel and Brian Malec, contributors to this blog. Leimberg Article Executive Summary: Recently, Bob Keebler and Michelle Ward reported on the January 2011 decision of In re Theim out of the [...]