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!
 
We are grateful to our Committee sponsor:
 
Pluris Valuation Advisors
 
Thank you Pluris!
 
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OUR NEXT MEETING WILL BE:
 
Friday, May 31, 2019
2:45PM - 4:15PM EDT
Opal Sands Beach
Clearwater Beach, Florida
Meeting Room: Sea Side/Sea Shore
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The agenda is full, here are some highlights:

In addition to some interesting developments to report on, we will have two practical-planning focused discussions.

First, Jeff Baskies will be discussing the conflict between homestead planning and maintaining anonymity for clients.
 
After that, Brian Sparks and Emily Weeks will work through a case study to provide practice tips on the initial client intake and assessing new representations in asset protection matters.
 
We have a lot of expertise among the members of our committee, and attorneys at all stages of their career. The goal of implementing these type of discussions is to create an environment for our committee members to share practice tips relating to asset protection planning that are not usually addressed in books or articles. This will be priceless for the younger attorneys on our committee.
 
We will discuss the recent case of Alexander v. Harris.  This will be in addition to the caselaw update being presented by Ashley S. Zohar.
 
We also want to point out that our joint CLE with the Estate and Trust Tax Planning Committee that was scheduled for May 3 has been rescheduled to Friday, June 14.
 
If you have not signed up yet, you should do so now. 
 
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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