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:
 
Thursday, July 25, 2019
1:30PM - 3:00 PM EDT
The Breakers
Palm Beach, Florida
Meeting Room: Venetian Ballroom 
__________________________________________________________________
 

The agenda is full, here are some highlights:

First, we will summarize our joint CLE with the Estate and Trust Tax Planning Committee that was held on Friday, June 14 (hopefully you were there and do not require this summary!!!).
 
Then, Jeff Baskies will be discussing the conflict between homestead planning and maintaining anonymity for clients.
 
Cassandra Nelson will discuss three recent cases of note. 
 
Rick Gans will update the Committee on the efforts of the Subcommittee studying whether legislation allowing tenants by the entireties trusts should be adopted in Florida.
 
Jerry Wolf will update the Committee on the recent domestic asset protection trust legislation passed in Connecticut and Indiana. 
 
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


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