• Monday, November 29, 2021

Committees

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!
 
If you are interested in becoming a Committee member, please contact any of the Chairs. 
 
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OUR NEXT MEETING WILL BE:
 
Friday, November 5, 2021
10:30 AM - 12:00 PM EDT
Meeting via In Person and Zoom
 
In Person:
The Luminary
Caloose Salan C
2200 Edwards Dr
Fort Myers, FL 33901
 
 
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Here are some highlights of the agenda:

-Gerard "J.J." Wehle is going to provide the Committee with some incite on what another Florida Bar Section is studying which may be of interest to our Committee members.
 
-Jennifer Delgado has studied two recent Florida cases on marital agreements. We look forward to her leading a discussion and summarizing these cases.
 
-Denise Cazobon will provide us an update on the proposal to create a new SECURE Account under Section 222.21(2)(e), Florida Statutes.
 
-Rachel Albritton Lunsford will provide us with some interesting news on Wyoming law. 
 
- Rick Gans will lead a follow-up discussion on the Subcommittee's proposed legislation on tenants by the entirety trusts (revisions to the proposed statute and White Paper).
 
Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Michael A. Sneeringer, Naples - Chair
Richard R. Gans, Sarasota - Vice-Chair
Justin Savioli, Boca Raton  - Vice-Chair