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. 
 
We are grateful to our Committee sponsor:
 
Pluris Valuation Advisors
 
Thank you Pluris!
 
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OUR NEXT MEETING WILL BE:
 
Friday, January 31, 2020
12:00 PM - 1:30 PM EDT
Grand Hyatt Tampa Bay
Tampa, Florida
Meeting Room: Audubon Ballroom D-F 
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The agenda is full, here are some highlights:

-Jon Scuderi will update our Committee on RPPTL’s position regarding future legislative proposals from the Section. This discussion will be especially important because it directly impacts the prospects for our Committee’s Tenants by the Entireties Trust (TBET) proposal and helps to identify the hurdles we may face if we proceed.
 
-Rick Gans will also discuss revisions to the TBET statute since the November meeting. The White Paper has been temporarily placed on hold pending the outcome of this meeting. For those of you who have a particular interest in the TBET proposal, we encourage you to attend and participate in the discussions.
 
-We will have a caselaw update.
 
-Rachael Lunsford will also educate the committee on the new Wyoming Statutory Foundation Act which became effective July 1, 2019.
 
Thank you for your support of this committee!
 
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



The Real Property Probate and Trust Law Section of The Florida Bar
651 East Jefferson Street, Florida 32399-2300