Estate Planning in Florida - Practice Series
Florida Estate Planning - Practice Series includes practice tips and forms, and offers an in-depth examination of: Drafting testamentary instruments, including the specific assets, use of trusts, and the division of principal and income. Documents that may be executed as part of an estate, including durable power of attorney and healthcare proxy.
Chapter 1. Gathering Information and Initial Client Engagement
Chapter 2. Establishing Florida Domicile
Chapter 3. Durable Power of Attorney
Chapter 4. Health Care Advance Directives
Chapter 5. Multi–State Considerations
Chapter 6. The Florida Trust Code
Chapter 7. Use of Revocable Living Trusts and Other NonProbate Means of Transferring Property at Death
Chapter 8. Execution of Wills and Incorporation by Reference Property
Chapter 9. General Drafting Principles
Chapter 10. Drafting Introductory Provisions Of Testamentary Instruments
Chapter 11. Devise Of Specific Assets
Chapter 12. Gifts In Trust
Chapter 13. Principal And Income
Chapter 14. Tax Apportionment
Chapter 15. Powers of Personal Representatives, Trustees, and Trust Advisors
Chapter 16. Appointment of Personal Representatives, Trustees and Designated Representatives
Chapter 17. Standard Of Care Of Personal Representatives And Trustees
Chapter 18. Non-Dispositive Provisions Of Wills And Trusts
Chapter 19. Homestead
Chapter 20. Exempt Property And Family Allowance
Chapter 21. Elective Share Of Surviving Spouse
Chapter 22. Intestate Succession and Pretermitted Spouse and Children
Chapter 23. Spousal Rights Under Qualified Retirement Plans
Chapter 24. Medicaid Eligibility And Reimbursement Of Medical Expenses Paid By State
Chapter 25. Marital Agreements
Chapter 26. Overview Of The Transfer Tax System
Chapter 27. Marital Deduction Planning
Chapter 28. Use Of Disclaimers
Chapter 29. The Generation–Skipping Transfer Tax
Chapter 30. Charitable Planning
Chapter 31. Lifetime Gifts
Chapter 32. Irrevocable Lifetime Trusts
