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A LISI "Lunch-n-Learn" series

The Fabulous Florida Planning Twelve Pack 2019 Program

This Limited Time Bundle includes registration for Thursday July 18 - 3PM ET Webinar - What Estate Planners Need to Know About Florida Law for Their Snowbird Clients ( A Re-Broadcast) - at NO extra cost.




Featuring attorneys Alan Gassman, Ken Crotty, Chris Denicolo, Brandon Ketron and John Beck of Gassman, Crotty & Denicola, P.A.

An Easy Way for Busy Professionals to Keep Up with Current Events

 

It is difficult to stay on the cutting edge.  Phone  calls,  emails, texts, client meetings and conference calls ... they all make it hard to find quiet time to refresh and hit reset when you need to learn about the cutting edge developments and planning techniques that  clients expect you to know about.

 

LISI's "Lunch-n-Learn" program featuring the lawyers of Gassman, Crotty & Denicola, P.A. can help take some of the stress off. It is designed to help the solo practitioner, or a multi-member department, grab precious minutes of focus time to concentrate on the important planning topics of the day.

 

If you have clients in Florida, don't miss this interesting and valuable series that includes Unlimited Viewing of the the 12 Recorded Webinars below plus the Printable PDF Slide Deck for each of the 12 webinars described below.

 


 

1. Intro to Florida Planning -  Moving to Florida, Basic Fundamentals, Florida Tax Law and More

Florida has many unique laws and practices which can pose significant traps for unaware practitioners, resulting in ineffective and inefficient planning for clients. This will help introduce practitioners to Florida regulations in order to help their clients who are based in Florida.

 

2. Important Florida Trust and Estate Laws and Practices Part 1

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 and APT Jurisdiction Trust Varieties
    2. Q Tip exceptions
    3. The Ins and Outs of Qualified Beneficiaries
    4. and much more.

 

3. Important Florida Trust and Estate Laws and Practices Part 2

 

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. Amending an Irrevocable Trust
    2. Florida's Elective Share
    3. Ethics Developments
    4. and much more.

 

4. All About Homestead: Property Tax Trips and Traps, Forced Inheritance, Spousal Rights and Creditor Protection Planning Opportunities

 

Homestead in Florida differs between the Constitutional restrictions on devise of homestead for married individuals and individuals with minor children, the creditor protection provided to homestead property and the distinction between owning a homestead property within the city limits, and the forms of ownership necessary to qualify for the homestead property deduction. Techniques can be utilized by clients to maximize the protection afforded to homesteads or to minimize the restrictions which would otherwise apply to homestead property. This presentation will discuss the planning opportunities available to clients as well as alternate forms of ownership which may help them achieve their goals with respect to their homestead property.
In this webinar, the presenters will discuss the following:

    1. REAL ESTATE AD VALOREM TAXES
    2. The 30-Day Rental exception for florida’s homestead tax law
    3. Homestead Creditor Protection
    4. and much more.

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

 

12.The Florida Medicaid Planning Advantages for your Clients $560,000 Home and Other Assets

 

Practitioners need to be aware of the state  law  exemptions  which  are  available  to  allow  a client to qualify for Medicaid without spending down all of his or her  assets.  Some  of  these specific exemptions are unique to Florida. This webinar will  discuss  these  items  and  provide  a basic level of understanding for practitioners to enable them to identify opportunities for their clients. In addition, potential planning techniques will be discussed to help clients convert assets that would otherwise be "countable" assets, which would need to be spent down, into other assets which can be kept by the client while still allowing the client to qualify for Medicaid.
These topics will include the following:

      • When Medicaid isn't the correct solution
      • Estate Planning in advance
      • Creating a Medicaid plan
      • and much more


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