In defending their work politicians often repeat a quote attributed to Otto
Continue Reading Florida leaders give more love to family trusts of the super-rich
What families, trust protectors, directed trustees, and the bankers and lawyers who work with them need to know about Florida’s new Uniform Directed Trust Act
The largest inter-generational wealth transfer in history will pass over $30 trillion
Continue Reading What families, trust protectors, directed trustees, and the bankers and lawyers who work with them need to know about Florida’s new Uniform Directed Trust Act
Does Florida’s Slayer Statute require a murder conviction to apply?
Joaquin Perez had a life insurance policy with a death benefit of
Continue Reading Does Florida’s Slayer Statute require a murder conviction to apply?
Florida’s new and improved ethics rule 4-1.14 is an important and much needed tool for lawyers representing clients with diminished capacity
One of the most confoundingly difficult challenges we all face as lawyers
Continue Reading Florida’s new and improved ethics rule 4-1.14 is an important and much needed tool for lawyers representing clients with diminished capacity
2021 Legislative Update + Backstories (Part 3)
This is the third and final installment of the 2021 legislative update.
Continue Reading 2021 Legislative Update + Backstories (Part 3)
2021 Legislative Update + Backstories (Part 2)
This is the second installment of the 2021 legislative update. It covers
Continue Reading 2021 Legislative Update + Backstories (Part 2)
2021 Legislative Update + Backstories (Part 1)
This is the first installment of the 2021 legislative update. It covers
Continue Reading 2021 Legislative Update + Backstories (Part 1)
2020 Legislative Updates + Backstories (Part 2)
This is the second and final installment of the 2020 legislative update.
Continue Reading 2020 Legislative Updates + Backstories (Part 2)
2020 Legislative Updates + Backstories (Part 1)
2020 was another busy year on the legislative front. The vehicles for
Continue Reading 2020 Legislative Updates + Backstories (Part 1)
2018 Legislative Update: Elder Law and Guardianship (+ Backstories)
Here’s my summary of what happened legislatively in 2018 on the elder
Continue Reading 2018 Legislative Update: Elder Law and Guardianship (+ Backstories)