|
|
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.
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.
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.
|
|
Bob Keebler Jonathan Blattmachr
November 4, 2020 3:00PM ET - 4:30PM ET ET
POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND
More Info
Eli Akhavan
November 5, 2020 1:00PM ET - 2:30PM ET ET
Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know
More Info
|
|
Eric Naison-Phillips Scott Bowman
November 5, 2020 3:00PM ET - 4:30PM ET ET
Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods
More Info
|
|
|
Bob Keebler Jonathan Blattmachr
November 5, 2020 4:00 PM ET - 5:30PM ET ET
POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND - A Special Re-Broadcast
More Info
Gary L. Flotron
November 06, 2020 3:00PM ET 4:30PM ET
Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable - A Special Re-Broadcast
More Info
|
|
Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP
November 06, 2020 1:00PM ET - 2:30PM ET
Critical Year-End Income Tax and Estate Tax Planning for the Mass Affluent - A Special Re Broadcast
More Info
|
|
Paul Hood Ed Morrow
November 12, 2020 1:00PM ET - 2:30PM ET
The Intersection of Portability and Blended Families: No Man’s Land?
More Info
Michael Geeraerts
November 13, 2020 3:00PM ET - 4:30PM ET
The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!
More Info
Jim Weller
November 13, 2020 1:00PM ET - 2:00PM ET ET
An In-Depth Examination of Private Trust Companies: What the Sophisticated Advisors Needs to Know
More Info
Rick Jaye
November 19, 2020 3:00PM ET - 4:30PM ET ET
ESOPs: What the Sophisticated Advisor Needs To Know
More Info
Mark Merric
November 20, 2020 3:00PM ET - 4:30PM ET ET
Part 1: Mark Merric’s Asset Protection Trilogy
More Info
Steve Siegel
November 20, 2020 1:00PM ET - 2:30PM ET ET
Planning with Intentionally Defective Grantor Trusts: What Makes Them So Popular and So Powerful?
More Info
Bob Keebler
December 4, 2020 3PM 4:30 pm ET ET
NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look
More Info
Mark Merric
December 18, 2020 3:00PM ET - 4:30PM ET ET
Part 2: Mark Merric’s Asset Protection Trilogy
More Info