• Friday, December 13, 2024

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:
 
Thursday, September 5, 2024
01:30 PM to 03:00 PM Eastern
Meeting in person at the Loews Coral Gables
Coral Gables, Florida 
Room: Granada
 ZOOM TBD (Yes Zoom, coordinates TBD)
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Here are some highlights of the agenda:

We hope you will join us in Coral Gables at the Loews Coral Gables on Thursday, September 5, 2024. You can attend in person or via Zoom (link coming soon). The meeting lasts one hour and thirty minutes from 1:30pm to 3:00pm (Eastern time zone).

We have an exciting agenda.

We will start with some housekeeping.

Dan Tullidge will discuss the potential topics and potential speakers for our Joint CLE with the Estate and Trust Tax Planning Committee.

We will make an announcement for volunteers for a joint subcommittee with the Trust Law Committee on Beneficiary/Trustee Garnishment.
 
Joe Percopo will discuss a recent tenants by the entirety case (please read the case prior to the meeting it is in your materials). 
 
Tara Rao Bild will appear by Zoom to discuss a recent Iowa Supreme Court case that discusses premarital agreements and their amendments. 
 

For the majority of our meeting, Cassie Nelson will lead a discussion centering around the Article in the Florida Bar Journal that her and Barry Nelson wrote. The Article is in your materials and discusses liability for golf cart owners. Please read the article before the meeting; let's have a lively discussion!

At the time of this e-mail, the Zoom link is still not available for our Zoom meeting on the RPPTL Section website, but I am told our Committee meeting is going to be in person AND via Zoom.

See you soon ! ! ! Tell a colleague and bring a friend!!!

Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Michael A. Sneeringer, Bonita Springs - Chair
Richard ("Rick") R. Gans, Sarasota - Vice-Chair
Justin M. Savioli, Boca Raton - Vice-Chair
Patrick J. Lannon, Miami - Vice-Chair