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 and their relatives Revised forms and checklists
Basic Estate Planning in Florida
Basic Estate Planning in Florida, Fifth Edition
The Complete Guide to Planning Your Estate in Florida will help you glide through this complicated process. This new book has been adapted to offer Florida residents state-specific advice for estate planning.
If you are looking for a book that explains EVERY detail on estate planning, this book is NOT for you, as this book is ONLY meant to give you a BRIEF, but general understanding on Florida Estate Planning, just as the subtitle suggests. ie.
JOHN T. BERTEAU has been practicing estate planning law in Sarasota for 15 years. ANNE M. MCKINNEY is an attorney in Knoxville who practices taxation, estate planning, & probate law.
Join Alan Gassman as he explains wills, trusts, tax, and creditor protection in a logical, easy-to-understand order for estate planning professionals and their clients.
Witt. What it is A legal document in which you identify the people or institutions that should receive money and property from your estate after your death. It also serves to appoint guardianship of children or adults who are your legal ...
This book provides a comprehensive overview of what Florida residents should consider when thinking about "estate planning.
This edition of Florida Wills, Trusts, and Estates is the first casebook to include analysis of the recently enacted Florida statutes permitting the execution of wills, trusts, and other related documents electronically.
State of Gross estate, tax purposes residence [1] Net estate tax Georgia 900 4,077,616 322 405,561 Florida 4,090 ... New Hampshire 207 682,735 102 94,771 New Jersey 1,528 5,845,773 719 583,693 New Mexico 200 581,845 96 68,503 New York ...