• Wednesday, December 7, 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:
 
Friday, December 9, 2022
10:30 AM to 12:00 PM
Meeting in person at the Four Seasons, Orlando
Room: Palm 1
 
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Here are some highlights of the agenda:

The year is almost over, can you believe it? We have a packed agenda: we hope you can join us.

During this meeting, a hybrid in-person and Zoom meeting, we will talk about the upcoming Joint CLE with the Estate and Trust Tax Planning Committee. Justin Savioli will give us an update on our speakers and topics.

After a CLE discussion, Michael Sneeringer will describe his experience so far with the Ad Hoc Series LLC Committee. The proposed statute and White Paper are in your materials. We hope you have a few minutes to read these materials before the Committee meeting.
 
Rick Gans will update us on the status of the proposed Tenants by the Entirety Trusts statute. 
 

Then, Joe Percopo will advise on the progress of the study subcommittee he is heading. This study committee is communicating with banks to survey them on which offer tenants by the entirety as an option.

Next, we will hear from a Fellow, Taniquea Reid, who makes her maiden voyage giving our caselaw update

Then, Rachel Lunsford will discuss the Rost case and explain to us what a Stiftung is.
 

Lastly, Chuck Rubin wrote an article for Steve Leimberg's Newsletter on the Renda case and its effect on Homestead. He will lead us in a discussion.

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