Probate & Trust
Asset Protection Committee

The mission of the Asset Protection Committee of the Real Property, Probate and Trust Law ("RPPTL") Section of The Florida Bar is to consider, develop, debate, and promote asset preservation relevant to Floridians. The committee both develops its own asset protection legislative proposals and vets those of others. It also serves as a watchdog against persistent efforts to erode Florida's asset protection attributes.
 
We have Committee meetings at each RPPTL Executive Council Meeting. Check the schedule on the RPPTL website for future meetings.
 
Even if you are not a Committee member, come and visit our next Committee meeting. We'll discuss recent asset protection cases, any legislative topics and try to get a handle on how better to mix estate planning and asset protection. Hope to see you there!
 
We are grateful to our Committee sponsor:
 
Pluris Valuation Advisors
 
Thank you Pluris!
 
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OUR NEXT MEETING WILL BE:
 
Thursday, December 6, 2018
3:30PM – 5:00PM EDT
Four Seasons Resort
Orlando, Florida
Meeting Room:  Grand Ballroom East
__________________________________________________________________
 
The agenda is full, here are some highlights:
 
Our Committee Chair, Brian Malec, will provide the results of the 2018-2019 Committee Survey that was conducted at The Breakers in July. 
 
We will discuss the UVTA and be updated on its passage and/or non-passage in other states. 
 
Jerry Wolf will provide the Committee with information on the model asset protection trust statute.
 
There will be a Caselaw update presented by Lauren Galvani.
 
Linda Griffin will discuss what impact the recent case of Lerbakken v. Sieloff will have on our estate planning and asset protection planning practices, if any.
 
Rick Gans will follow-up on our discussion from July's meeting at The Breakers on the topic of tenants by the entireties trusts in Florida.
 
We are looking forward to a presentation by Rachel Albritton Lunsford on utilizing the New Hampshire Foundation Act for asset protection.
 
Time permitting, we will have some commentary from JJ Wehle on the Florida Bar Tax Section's SLAT proposal.
 
We hope to see you at the meeting!
 
Brian M. Malec, Orlando - Chair
Richard R. Gans, Sarasota - Vice-Chair
Michael A. Sneeringer, Naples  - Vice-Chair


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