The Problem With Self Diagnosis By: Barry E. Haimo, Esq. September 14, 2022 I meet regularly with clients and prospective clients. When I ask if they have an estate plan, a common response is that they don’t need one because they lack sufficient assets. At the...
Shifting, Preserving and Protecting Wealth for Generations The amount of an estate that is exempt from estate tax is presently $5.25 million (“Unified Credit”). The rate of estate and gift tax that you can expect to pay above this amount is presently 40%....
Miscellaneous Provisions Under Florida’s Trust Code PART XIII Miscellaneous Provisions Under Florida’s Trust Code 736.1301 Electronic records and signatures. 736.1302 Severability clause. 736.1303 Application to existing relationships....
Charitable Trusts Under Florida’s Trust Code PART XII CHARITABLE TRUSTS 736.1201 Definitions. 736.1202 Application of this part. 736.1203 Trustee of a private foundation trust or a split interest trust. 736.1204 Powers and duties of trustee of a private...
Rules of Construction of Trusts Under Florida’s Trust Code PART XI RULES OF CONSTRUCTION 736.1101 Rules of construction; general provisions. 736.1102 Construction of terms. 736.1103 Gifts to multigeneration classes to be per stirpes. 736.1104 Killer not...