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Latest Blog Posts

Some Estate Claims in Florida Not Subject to Creditor Claim Period

Posted on: February 22nd, 2017
Florida’s Probate Code provides a short window of time for creditors to make claims against the decedent’s estate following creditor notification, with a statute of limitations extending two years after the decedent’s date of death. A recent appeals court decision involving an estate and a claim against an insurance company for bad faith draws attention to application of statutes of limitations, the degree to which estates are immune to claims, and an insurance company’s powers to refuse defense of an estate. ...

3 Points About Unpaid Estate Tax and Automatic Liens

Posted on: February 13th, 2017
The United States Tax Court filed a memorandum shortly after the New Year pertaining to an estate tax case. The case highlights three important tax matters that executors might misinterpret or otherwise overlook during estate administration. ...

Key Points in the Death Tax Repeal Act of 2017

Posted on: February 11th, 2017
The Death Tax Repeal Act of 2017 was introduced just a few days after the first of the year. In late January, another bill was introduced to the House. This bill includes provisions for permanently setting the lifetime gift tax exemption (with an inflation adjustment) and a maximum gift tax rate of 35 percent. ...

New Federal Regulations Halted

Posted on: February 10th, 2017
On the first day of President Trump’s tenure in office, federal regulators were ordered to suspend new regulations pending further review, excluding emergency response matters. The memorandum ordering suspended regulations addresses three items....

Overview of Florida’s Pending Electronic Wills Act

Posted on: February 6th, 2017
While the term digital estate planning refers to developing provisions for post-mortem transfers or disposition of online assets, S.B. 206 (known as the Florida Electronic Wills Act) addresses a digital component of one’s estate plan. An electronic will is one that is prepared, executed, and stored entirely on digital platforms....

History of Trust Protectors

Posted on: January 27th, 2017
Still relatively new to domestic trusts, trust protectors can be traced back to early implementation in offshore trusts. Here is a brief timeline of trust protectors....


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