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Archive for the ‘Asset Protection’ Category

Estate Planning Team Hosts “Asset Protection 2013 Update Seminar” in Orlando and Viera

Dean Mead Attorney Robert Naberhaus
Trust and Estate Attorney Orlando

Earlier this month, Dean Mead presented two seminars in Central Florida entitled, “Asset Protection 2013 Update”.  These seminars focused on recent legal developments that significantly impact planning opportunities for protecting your client’s assets, including developments regarding homestead, life insurance, asset protection trusts and LLCs.  A brief overview of the landmark Supreme Court opinion in Windsor and subsequent IRS guidance for same-sex […]

Estate Planning Department to Host Fall Seminar in Orlando – Asset Protection 2013 Update

Trust and Estate Attorney Orlando
Published: September 23rd, 2013

By: Matthew J. Ahearn Brian M. Malec Lauren Y. Detzel David J. Akins

You’re invited to:An educational seminar hosted by the Estate and Succession Planning Department This presentation will focus on recent legal developments that significantly impact planning opportunities for protecting your client’s assets, including developments regarding homestead, life insurance, asset protection trusts and LLCs. A short overview of the landmark Supreme Court opinion in Windsor and subsequent […]

IRS RECOGNIZES ALL SAME SEX MARRIAGES

Trust and Estate Attorney Orlando
Published: August 29th, 2013

By: Matthew J. Ahearn

Today, the United States Treasury Department and the Internal Revenue Service issued a very significant and consequential ruling, Revenue Ruling 2013-17, addressing tax issues arising from the recent U.S. Supreme Court decision of U.S. v. Windsor, 133 S. Ct. 2675, issued on June 26, 2013. For federal tax purposes, the IRS will now recognize all same-sex […]

First DCA Holds Life Insurance Proceeds Subject to Creditor Claims under Trust Terms

Published: October 5th, 2012

By: Dana M. Apfelbaum

            In Morey v. Everbank, Florida’s First District Court of Appeals held that life insurance proceeds payable to a revocable trust were available to pay the claims of creditors of the settlor’s estate.             Generally, insurance proceeds are exempt from the claims of creditors of the insured.  An exception to this rule is when the […]

2011 Florida Legislative Update Seminar – Materials

Trust and Estate Attorney Orlando
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.

2011 Florida Legislative Update Seminar

Trust and Estate Attorney Orlando
Published: May 27th, 2011

By: Matthew J. Ahearn

We are extending an invitation to our readers to attend our seminar on Tuesday, June 21, 2011 from 11:30 a.m. to 1:30 p.m. at the Orange County Bar Association, 880 N. Orange Avenue, Orlando covering recent Florida legislation affecting estate planning.  The topics will include limited liability companies, inherited IRAs, the Florida Uniform Prudent Management of Institutional Funds Act, […]

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. […]