|
|
What Estate Planners Need to Know About Florida Law for Their Snowbird Clients -
Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK
Watch Now! |
|---|
Alan S. Gassman and Christopher Denicolo will navigate the myriad issues estate planners will need to know about Florida Law in order to best assist and service their snowbird clients who reside or conduct business in Florida. The webinar will address unique aspects of Florida law, which will include Florida’s Homestead Exemption, Florida elective share law, Florida’s LLC and partnership laws, Florida’s creditor protection exemptions, and other nuances of Florida law that can apply to snowbird clients and Florida residents alike. Attendees will be treated to a broad discussion of the many planning opportunities present under Florida law, as well as a discussion of the numerous tricks and traps for the unwary that need to be understood in order to be avoided. Estate planners, CPAs, tax professionals, and other professionals who have clients who reside in Florida, who are planning to reside in Florida, or conduct business transactions in Florida will not want to miss this program.
- In this 90-minute webinar, Alan and Christopher will cover the following items and other related and important issues in this area:
- Understanding the idiosyncracies and nuances of Florida law, particularly regarding estate planning, homestead, taxation, and creditor protection.
- Navigating the minefield of potential tricks and traps under Florida law that relate to Florida residents or individuals who do business Florida.
- Understanding Florida Bar Rules which permit out-of-state lawyers to represent their clients in Florida.
- Issues associated with establishing domicile and residency for tax purposes, as well as special requirements associated with Florida estate planning documents and unique features of Florida law.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)
Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times.
Christopher Denicolo, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. He has co-authored several handbooks that have been featured in Bloomberg BNA Tax & Accounting, Steve Leimberg's Estate Planning and Asset Protection Planning Newsletters and the Florida Bar Journal. is also the author of the Federal Income Taxation of the Business Entity Chapter of the Florida Bar's Florida Small Business Practice, Seventh Edition Mr. Denicolo received his B.A. and B.S. degrees from Florida State University, his J.D. from Stetson University College of Law and his LL.M. (Estate Planning) from the University of Miami.
Eli Akhavan
March 5, 2021 1:00PM ET - 2:15 PM ET ET
Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions
More Info
|
|
Michael Geeraerts Jim Magner
March 5, 2021 11:00AM ET - 12:30PM ET ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901
More Info
Bob Keebler
March 9, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info
|
|
|
Michael Geeraerts Jim Magner
March 10, 2021 11:00AM ET - 12:30PM ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901 - A Special Re-Broadcast
More Info
|
|
|
Alan Gassman and Brandon Ketron
March 10, 2021 1:00PM ET - 2:30PM ET
PPP and Employee Retention Credit (ERC) Update - What's New and What's Still to Come!
More Info
Linas Sudzius
March 11, 2021 3:00PM ET - 4:30PM ET
How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners
More Info
Paul Hood
March 11, 2021 1:00PM ET - 2:30PM ET
Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax
More Info
Bob Keebler
March 12, 2021 3:00PM ET - 4:30PM ET ET
THE AMERICAN RESCUE PLAN ACT of 2021: What the Sophisticated Advisor Needs to Know Now!
More Info
Paul Hood
March 18, 2021 1:00PM ET - 2:30PM ET ET
Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax
More Info
Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info
Paul Hood
March 19, 2021 1:00PM ET - 2:30PM ET ET
Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet
More Info
|
|
Michael Liebeskind Bryan Bloom
March 19, 2021 3:00PM ET - 4:30PM ET ET
Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021
More Info
Eric Green
March 25, 2021 1:00PM ET - 2:30PM ET ET
The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!
More Info
Paul Hood
March 25, 2021 1:00PM ET - 2:30PM ET ET
Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles
More Info
Mark Merric
March 26, 2021 3:00PM ET - 4:30PM ET ET
Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock
More Info
Paul Hood
April 1, 2021 1:00PM ET - 2:30PM ET ET
Family Business Succession Planning-It’s a Contact Sport!!!
More Info
Steve Oshins
April 2, 2021 1:00PM ET - 2:30PM ET ET
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021
More Info