Valuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients In Florida

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Most advisors with Florida clients are unaware of the myriad of unique rules and planning considerations that affect Florida estate, tax and business planning. It is therefore vitally important for advisors to be aware of pertinent tricks and traps for the unwary. Unlike some other states, Florida’s laws regarding limited liability companies, powers of attorney, taxation, homestead, creditor exemptions, trusts and estates, and documentary stamp taxes are not simply versions of a Uniform Act, and have been crafted by the Florida legislature to apply to various specific issues in an often counterintuitive manner.

In 90 minutes, Gassman and Denicolo will cover:
• Business and tax law anomalies and planning opportunities 
• Creditor protection considerations, and Florida’s statutory creditor exemptions 
• Unique aspects of the Florida Trust and Probate Codes 
• Florida medical practice rules and regulations 
• Documentary stamp taxes, sales taxes, rent taxes, property taxes and how to avoid them
• Traps and tricks associated with Florida’s Homestead law, and Elective Share 
• The new Florida Power of Attorney Act

Educational Objectives
• Navigate the primary rules, opportunities and limitations with respect to Florida creditor exemptions
• Discuss various key considerations with respect to the design and implementation of estate plans and Trusts in Florida
• Explain the scope and application of Florida’s tax system and primary tax avoidance techniques and issues 
• Understand unique aspects of Florida law, including its new Power of Attorney Act, Homestead laws, and medical practice rules and regulations



Alan S. Gassman, J.D., LL.M. practices law in Clearwater, Florida.  Each year he publishes numerous articles in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, The Journal of Asset Protection, and Steve Leimberg’s Asset Protection Planning Newsletters. Mr. Gassman is a fellow of the American Bar Foundation, a member of the Executive Council of the Tax Section of the Florida Bar, and has been quoted on many occasions in publications such as The Wall Street Journal, Forbes Magazine, Medical Economics, Modern Healthcare, and Florida Trend magazine.  He is an author, along Kenneth Crotty and Christopher Denicolo, of the BNA Tax & Accounting book Estate Tax Planning in 2011 and 2012.  He is the senior partner at Gassman Law Associates, P.A. in Clearwater, Florida, which he founded in 1987. 


Christopher J. Denicolo, J.D., LL.M. is a partner at the Clearwater, Florida law firm of Gassman Law Associates, P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law.  He is the author of several noted articles in The Florida Bar Journal, BNA Tax & Accounting, Estate Planning Magazine and Leimberg Information Services, Inc.  He, Alan Gassman and Kenneth Crotty are the co-authors of the BNA book Estate Tax Planning in 2011 & 2012.