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5. Florida Asset Protection Part 1

Florida law provides excellent creditor protection for married couples that own their assets as tenants
by the entireties. In addition. Florida law also provides that certain types of assets are protected from creditor claims. An understanding of these protections and the limitations associated therewith is necessary for practitioners to be able to communicate these asset protection techniques to clients. Clients that utilize these techniques should have less exposure to potential creditor claims thereby preserving and protecting their assets.
In this webinar, the presenters will discuss the following:

1. Important Rules Affecting The Use of  Creditor Exemptions In Florida
2. Causes of Liability
3. A closer look at the Bifani Case
4. and much more.

6. Florida Asset Protection Part 2

Florida law provides excellent creditor protection for married couples that own their assets as tenants
by the entireties. In addition. Florida law also provides that certain types of assets are protected from creditor claims. An understanding of these protections and the limitations associated therewith is necessary for practitioners to be able to communicate these asset protection techniques to clients. Clients that utilize these techniques should have less exposure to potential creditor claims thereby preserving and protecting their assets.
In this webinar, the presenters will discuss the following:

1. Creditor Protection for Wages
2. IRA Tips and Tricks
3. Charging Order Entities and Other Porcupines
4. and much more.

7. Financial and Health Care Powers of Attorney, Pre-need Guardianship Designations, Living Wills and Related Planning

Florida provides many statutory and legal entitlements and property rights for surviving spouses and for divorced spouses. Many of these rights can be modified or eliminated with the use of proper planning and agreements. Attendees will receive sample language which they can incorporate into their prenuptial agreements, as well as receive a better understanding regarding planning which can be implemented to help clients achieve their goals related to property division in the event of a divorce or on the first dving spouse's death.
In this webinar, the presenters will discuss the following:

1. Planning considerations regarding homestead and other state law property rights.
2. Language drafters should consider including in prenuptial agreements due to recent case law
3. The legal requirements to help be ce1iain that prenuptial agreements will be binding and legally effective.

8. Florida LLC and LLP Planning Part One

Florida provides many statutory and legal entitlements and property rights for surviving spouses and for divorced spouses. Many of these rights can be modified or eliminated with the use of proper planning and agreements. Attendees will receive sample language which they can incorporate into their prenuptial agreements, as well as receive a better understanding regarding planning which can be implemented to help clients achieve their goals related to property division in the event of a divorce or on the first dving spouse's death.
In this webinar, the presenters will discuss the following:

1. Highlights of Florida’s Corporate and LLC  Statutes
2. LIMITED LIABILITY TRUST – ASSET PROTECTION TRUST
3. and more.

9. Florida LLC and LLP Planning Part Two

Florida provides many statutory and legal entitlements and property rights for surviving spouses and for divorced spouses. Many of these rights can be modified or eliminated with the use of proper planning and agreements. Attendees will receive sample language which they can incorporate into their prenuptial agreements, as well as receive a better understanding regarding planning which can be implemented to help clients achieve their goals related to property division in the event of a divorce or on the first dving spouse's death.
In this webinar, the presenters will discuss the following:

1. Professional Corporations
2. Using LLCs to avoid liability
3. Operating and Part

10. Real Estate, Mortgages, Land Trusts, Deeds, Ladybird Deeds, UCC-1 Rules, Liening Vehicles and Assignments for the Benefit of Creditors (ABCs)

Florida has manv unique laws and practices which can pose significant traps for unaware practitioners, resulting in ineffective and inefficient planning for clients. This webinar will help practitioners be able to communicate these opportunities to their clients. and practitioners will receive materials that help explain these various laws and practices. A number of statutes, important case law, and Florida Bar rules that practitioners with Florida clients should know about will be covered.
These topics will include the following:

1. Florida Real Estate Tax Law
2. Using a homestead without owning the house
3. and more.

11. JEST (Joint Exempt Step Up) Trusts (with Forms) and other Methods of Obtaining A Stepped Up Basis on the Death of One Spouse

For many clients, the estate tax is no longer as significant a concern as minimizing the potential income tax liability that a surviving spouse may have. This webinar will focus on planning techniques such as the JEST which may allow all of the assets of the married couple to receive a full step-up in basis on the death of the first dying spouse, thereby reducing the income tax liability which would be incurred by the surviving spouse when these assets are sold. The use of powers of appointment will also be discussed, which may allow the use the first dying spouse's remaining exemption to cause inclusion of assets that would otherwise not be subject to a step-up in basis on the death of the first dying spouse. Attendees will receive charts and schematics showing how the JEST works, as well as sample explanation letters that they can share with clients. In addition, potential language that can be used to help cause additional assets to be included in the first dying spouse's gross estate will also be provided as well as other mechanisms which can be incorporated into trust documents to achieve this result such as the appointment of Independent Fiduciaries who  could  give  the  first  dying  spouse  a  general  power  of  appointment. In this webinar, the presenters will discuss the following:

1. TBE Revocable Trusts
2. Effectively Using a Marital Asset Preservation System
3. and much more