• Wednesday, September 28, 2022

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, July 21, 2022
1:30 PM to 3:00 PM
Meeting in person at the Breakers, Palm Beach
 
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Here are some highlights of the agenda:

The Asset Protection Committee welcomes you to the new Bar year!

During this meeting, a hybrid in-person and Zoom meeting, we will receive an update from Michael Singer on the Kearney Construction Company statutory fix.

Then, Joe Percopo will advise on his study subcommittee’s progress in developing a form letter to present to banks for a survey on which banks are offering tenants by the entirety as an option.

Next, we will hear from a Fellow, Amanda Cummins, who makes her maiden voyage giving our caselaw update.

Lastly, due to some developments and best practices, we revisit the proposed Tenants by the Entirety Trusts statute to address retroactivity and the effective date, formally, before moving forward.

Potpourri? We have it time permitting . . . 

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