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:
 
Friday, March 15, 2019
11:30AM - 1:30PM EDT
Amelia Island Plantation
Fernandina Beach, Florida
Meeting Room: Magnolia D
__________________________________________________________________
 
The agenda is full, here are some highlights:
 
Rob Lancaster will update us on legislative activities of interest to the Committee. 
 
Cassandra Nelson will present the Caselaw update.
 
Al Stashis will report on the Family Law Section proposal pertaining to alienation of plan benefits under the Florida Retirement System, Municipal Police Pensions and Firefighter Pensions.
 
Rick Gans will discuss with the Committee a proposal to revise Florida IRA exemption statute 222.21(2) for an IRA received pursuant to a divorce settlement.
 
Rick Gans will update the Committee on the Subcommittee activities studying tenants by the entireties trusts in Florida.
 
Lastly, we will have a presentation by Jeff Baskies related to his recent publication on homestead exemptions.  This presentation will focus on homestead exemptions and anonymity: can you have both?
 
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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