Avatar Avatar

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!
Recording and Slides are Available Here


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.

Registrant Email:
 border=

After you pay you will be sent a link with the registration information. 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.

Forgot Password?

To become a LISI member Click Here

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.



Avatar

Bob Keebler

June 20, 2019 1:00 PM EDT - 2:30 PM EDT ET

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.- A Special Re-Broadcast

More Info
Avatar

Bob Keebler

June 20, 2019 3:00 PM EDT - 4:30 PM EDT ET

Mathematics of Portability: Wealthy Clients: Tax Issues, Portability & taking advantage of the increased exemptions, and other crucial estate document provisions to ensure optimum planning for high net worth clients.

More Info
Avatar

Andy DeMaio

June 21, 2019 1:00 PM EDT 2:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

June 21, 2019 3:00 PM EDT - 4:30 PM ET ET

TOP INCOME TAX PLANNING OPPORTUNITIES For 2019

More Info
Avatar Avatar Avatar

Brandon Ketron, Christopher J. Denicolo and Kenneth J. Crotty

June 27, 2019 3:00 PM EDT - 4:30 PM EDT

Estate Planning Mathematics and How It Impacts Strategy Selection and Use

More Info
Avatar

Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM EDT

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

More Info
Avatar

Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM EDT

Estate Planning for Large Estates

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM EDT

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

More Info