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What Estate Planners Need to Know About Florida Law for Their Snowbird Clients -

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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.


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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.



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