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Vol. XXXXVII, No. 3 Spring 2026
Chair’s Column: Service Through Legislative Process
Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden
In Loving Memory of Roland “Chip” D. Waller: A Life of Service, Friendship, Wit and Integrity
RPPTL Rolls Out an Innovative Program
Amendments To Rules Of Civil Procedure: A Series Part 4 of 4 By Shawn G. Brown, Co-Chair Ad Hoc Rules Revisions Committee, Shawn G. Brown, P.A., Tampa, Florida
From Private Equity to Public Good Pre-Closing Considerations When Using DAFs as Tools for Business Owners By Carla A. DeLoach, Cypress Row Advisors, PL, Orlando, Florida
Walking the Balance Beam of Fla. Stat. § 738.409: Allocating Payments From An Individual Retirement Account To A Trust By David S. Sennett, LL.M. (tax), Independent IRA Consultant, Creve Coeur, Missouri, Sasha A. Klein, LL.M. (tax) of PwC US, Palm Beach Gardens, Florida, and Alexander M. Parthemer, LL.M. (tax), Jones Foster P.A., West Palm Beach, Florida
Trump Accounts: What Estate Planning Attorneys Need To Know (Part I) By Denise B. Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida
Assisted Reproduction, Intestacy, and the Legal Status of Donor-Conceived Siblings Under Florida Law By Richard Ehrlich, Esq., Law Office of Richard Ehrlich and Associates, Boynton Beach, Florida
Abbreviated Forms of Florida Probate and How They Changed in 2026 By Rohan Kelley, The Kelley Law Firm, PL, Fort Lauderdale, Florida
Addressing Mobile Home Title Transfer Problems Through Statutory Procedures and Declaratory Relief By Laura M. Licastro, Westcor Land Title Insurance Company, Maitland, Florida, and Christian Savio, Manganelli, Leider & Savio, P.A., Boca Raton, Florida
Executive Council Meeting
Real Property Case Summaries By Camille T. Bailey, Esq., Sajdera, P.A., Boca Raton, Florida
Probate Case Summaries By Emily K. Crain Evans, the Law Offices of GrayRobinson, P.A., Lakeland, Florida
Practice Corner – Real Property Division: Florida Land Trusts: An Often Overlooked Statutory Tool By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Real Property Division Roundtable Prepared by Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida and Michelle Gomez Hinden, Esq., Orlando, Florida
Probate and Trust Division Roundtable Prepared by Lyudmyla Kolyesnik, Esq., Jacksonville, Florida
ActionLine Bulletin Board
Vol. XXXXVII, No. 2 Winter 2026
Chairs Column: Passing the Bucket and RPPTL Section Pro Bono Initiatives
Letter From The Co-Editors-In-Chief By J. Richard Caskey, Esq.
Amendments To Rules Of Civil Procedure: A Series Part 3 of 4 – A Procedural Hodgepodge By J. Richard Caskey, Esq., Co-Chair Ad Hoc Rules Revisions Committee, J. Richard Caskey, P.A., Tampa
Did You Know that the U.S. Has an Inheritance Tax? By Shawn P. Wolf, Esq., Jennifer J. Wioncek, Esq., Nellie Barcia, Esq.
In Memoriam Shawn P. Wolf
Winning The War, Not Just The Battle: Unraveling The “Significant Issues” Test By Brian T. Allen, Esq., Carlton Fields, P.A., Tampa and Connor O. Smedberg, Esq., Foley & Lardner LLP, Tampa
Fellowship Program Accepting Applications
FinCEN’s Residential Real Estate Rule and The Settlement Agent By Shannon L. Widman, Esq., Legislative Counsel, Old Republic National Title Insurance Company
CLEARING THE TITLE: How Florida’s Legal Aid Programs Are Confronting Heirs’ Property Challenges By LaTonya Lipscomb Smith, Esq.,Three Rivers Legal Services, Jacksonville, Florida
RPPTL Sponsors
RPPTL Executive Council & Committee Meetings
Probate Case Summaries By Jennifer B. Thomas, Esq., Thomas Estate Law, PLLC, Ponte Vedra Beach, Florida Practice Corner - Probate And Trust Division: Summary vs. Formal Administration: Strategic Considerations By Emily Crain Evans, Esq., GrayRobinson, P.A., Lakeland, Florida
Practice Corner - Real Property: Best Practices Refresh: Preventing Fraud in Florida Real Estate Transactions By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Joint Roundtable
Vol. XXXXVII, No. 1 Fall 2025
Chairs Column - Pass The Bucket By John Moran, Esq., Section Chair 2024-2025
Letters From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden
UNRAVELING THE QTIP KNOT: The Anenberg and McDougall Cases By Daniel L. Tullidge, Esq., Fergeson Skipper, P.A., Sarasota, Florida
Disclosing Nuisance Neighbors: A Slippery Slope for Home Sellers By Dariel Abrahamy, Esq., Greenspoon Marder LLP, Boca Raton, Florida
Who May Serve as Personal Representative in Florida? A Visual Guide for Nonresident Family Members By Robert H. Trudeau, Esq., Purcell, Flanagan & Hay, P.A., Ponte Vedra Beach, Florida
The Unlicensed Contractor. Challengers Do Not Sleep On Your Rights Or They Can Be Waived By Andrew Foti, Esq., Stearns Weaver Miller, Fort Lauderdale, Florida
The One Big, Beautiful Bill Act Through an Estate Planning Lens By Robert T. Carroll, Esq., Galbraith Weatherbie Law, Naples, Florida
RPPTL SPONSORS Amendments To The Rules Of Civil Procedure: A SERIES - PART 2 OF 4 - DISCOVERY By J. Richard Caskey, Esq., Co-Chair Ad Hoc Rules Revisions Committee, J. Richard Caskey, P.A., Tampa, Florida and Peyton Brown, Esq., Gunster, West Palm Beach, Florida
CHANGES FROM THE 2025 Regular Legislative Session By Peter M. Dunbar, Esq., Jones Walker, Tallahassee, Florida
Executive Council Meeting & Legislative Update THE BREAKERS | PALM BEACH, FLORIDA AUGUST 21-23, 2025
Practice Corner - Probate and Trust Division | Navigating the Merge: A Practical Guide for Combining Irrevocable Trusts By Jennifer Bost Thomas, Esq., Thomas Estate Law, PLLC, Ponte Vedra Beach, Florida
Practice Corner - Real Property Division New FinCEN Residential Transaction Reporting Requirements By By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Probate Case Summaries By Mellissa D. Stubbs, Esq., Wilson & Johnson, P.A., Naples, Florida
Real Property Case Summaries Prepared by Camille T. Bailey, Esq., Sajdera, P.A., Boca Raton, Florida
Roundtable - Highlights of the Meeting of the Section - Probate and Trust Division Prepared by Lyudmyla Kolyesnik, Esq., Jacksonville, Florida
Roundtable - Highlights of the Meeting of the Section - Real Property Division Prepared by Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida and Rebecca L.A. Wood, Esq., Gainesville, Florida
ACTIONLINE BULLETIN BOARD
Vol. XXXXVI, No. 3 - Spring/Summer 2025
Chairs Column - The Final Chapter: Stories That Bind Us By John Moran, Esq., Section Chair 2024-2025
Amendments To The Rules Of Civil Procedure: A SeriesBy J. Richard Caskey, Co-Chair Ad Hoc Rules Revisions Committee, J. Richard Caskey, P.A., Tampa, Florida
To Bulk Or Not To Bulk? That Is The Telecom QuestionBy Derek A. Carrillo, Esq., Premier Law, Tampa, Florida
Allocation Of Liability Claim Risk In Commercial Leases: Contractual Indemnity And Additional Insured CoverageBy Robert H. Friedman, Esq., Friedman P.A., Palm Beach, Florida
Common Law Duties Owed by Financial Institutions By David A. Weintraub, Esq., David A. Weintraub P.A., Plantation, Florida
Love And Wealth (Some Conditions May Apply) By Robert H. Trudeau, Esq., Purcell, Flanagan & Hay, P.A., Ponte Vedra Beach, Florida and Patrick J. Kilbane, Esq., Ullmann Wealth Partners, Jacksonville Beach, Florida
What Makes You So Interested, Anyway? Who Is Really An Interested Person In A Matter? By Dale Noll, Esq., Akerman LLP, Miami, Florida
Executive Council Meeting & Legislative Update RITZ-CARLTON | AMELIA ISLAND, FLORIDA
Executive Council Meeting & Legislative Update FOUR SEASONS RESORT | ORLANDO, FLORIDA
SALUTE TO JOHN MORAN By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Practice Corner - Probate and Trust Division | Guardian or Guardian Advocate? By Arienne C. Valencia, Esq. LL.M., Roetzel & Andress, LPA, Naples, Florida
Practice Corner - Real Property Division Who Pays What Now? The NAR Settlement’s Impact on Florida Real Estate Practices By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Who Pays What Now? The NAR Settlement’s Impact on Florida Real Estate Practices
Probate Case Summaries By Lyudmyla Kolyesnik – Greene|Kolyesnik BridgeTrust, PLLC, Jacksonville, Florida
Real Property Case Summaries By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Roundtable - Highlights of the Meeting of the Section REAL PROPERTY DIVISION and PROBATE AND TRUST DIVISION JOINT ROUNDTABLE
Vol. XXXXVI, No. 2 – Winter 2025
Chair's Column: Safeguarding Humanity in a Digital Age By John Moran, Esq., Section Chair 2024-2025
Equitable Claims Despite A Construction Contract: Paschen Affirms The Right To Equitable Relief For Out Of Scope Work By Matthew R. Skaroff, Esq., Cohen Seglias Pallas Greenhall & Furman PC, Fort Lauderdale, Florida, and Ryan P. Sullivan, Esq., Hill, Ward & Henderson, P.A., Tampa, Florida
Applying Florida’s Valued Policy Law to Wind vs. Flood Hurricane Claims By Michael A. Cassel, Esq., LL.M., Cassel & Cassel, P.A., Hollywood, Florida
The FR/BAR Contract In The Courts – A Survey Of DecisionsBy Richard S. McIver, BCS, Kass Shuler, P.A., Tampa, Florida
The Thirty-Five Year Statute of Limitations for Mortgage Foreclosures By Matthew Baylor, Esq., and Jason Ellison, Esq., Ellison, Lazenby, St. Petersburg, Florida
Executive Council Meeting & Legislative Update LOEWS CORAL GABLES | CORAL GABLES, FLORIDA SEPTEMBER 7, 2024
Executive Council Meeting THE BROADMOOR COLORADO SPRINGS, COLORADO DECEMBER 4-8, 2024
Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by John C. W. Cherneski, Esq., Jacksonville, Florida
Practice Corner: Probate and Trust Division - Practical Applications of the Florida Slayer Statute By Lyudmyla Kolyesnik, Esq., BridgeTRUST, PLLC, Jacksonville, Florida
Practice Corner: Real Property Division - Condominium Associations: New Official Records Requirements and Penalties By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida
Real Property Case Summaries By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida
Real Property Case Summaries By Camille T. Bailey, Esq., – Sajdera, PA, Boca Raton, Florida
Probate Case Summaries By Arienne C. Valencia, Esq., Roetzel & Andress LPA, Naples, Florida
RPPTL SPONSORS
Vol. XXXXVI, No. 1 – Fall 2024
Chair's Column By John Moran, Esq., Section Chair 2024-2025
The Florida Notary Statute Silence Is Not Golden By Ashley Ivanov, Florida, Esq., The Law Office of Ashley Ivanov, P.A., Lithia Florida
TRADING VACANT SPACES: Private Tenant Financial Uncertainty or State Tenant Sovereign Immunity? By Arthur J. Menor, Esq., Shutts & Bowen LLP, West Palm Beach, Florida
I Want YOUR House By William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida
State of the Law on Technology Usage in Florida Community Associations By Rebecca Newman Casamayor, Esq., Haber Law, LLP, Miami, Florida, and Aaron A. White, Esq., Dunlap and Shipman, Santa Rosa Beach, Florida
GRANTOR TRUST REIMBURSEMENT CLAUSES:A Cause For Concern Following Chief Counsel Advice Memorandum 202352018 By Daniel L. Tullidge, Esq., Fergeson Skipper, P.A., Sarasota, Florida
HISTORY COMMITTEE CORNER REPTILES?? We Weren’t Always Known as Reptiles! By Michael P. Stafford, Esq., Farrell Fritz, P.C., Juno Beach, Florida
Executive Council Meeting & Legislative Update THE BREAKERS | PALM BEACH, FLORIDA JULY 24 – 27, 2024
Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida, Rebecca Wood, Gainesville, Florida, and Klarika Caplano, St. Petersburg, Florida
ROUNDTABLE Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Sara A. Harmon, Esq., Boca Raton, Florida and John C.W. Cherneski, Esq., Jacksonville, Florida
Practice Corner: Real Property Division - Navigating Joint Tenancy with Right of Survivorship in Florida By Danielle N. Clark, Esq., Clark Law Office, PLLC, Fort Myers, Florida
Probate Case Summaries By John C.W. Cherneski, Esq., Milam Howard Nicandri & Gillam, P.A., Jacksonville, Florida
Vol. XXXXVI, No. 1 – Summer 2024
Florida’s Principal and Income Act Gets a Refresh By Sasha A. Klein, Esq. of PwC US, Palm Beach Gardens, Florida and Alexander M. Parthemer, Esq., Jones Foster P.A., West Palm Beach, Florida
VOID DEEDS AND MARRIAGES: Challenging a Deed and a Marriage on the Basis of Lack of Capacity or Undue Influence By Christopher K. Batts, Esq. Shuffield, Lowman & Wilson, P.A., Orlando, Florida
THE CORPORATE TRANSPARENCY ACT: An Overview And A Look At Its Implications For Trusts By Christopher K. Batts, Esq. Shuffield, Lowman & Wilson, P.A., Orlando, Florida
Political Roundup: Changes From The 2024 Regular Legislative Session By Peter M. Dunbar, Esq., Jones Walker LLP, Tallahassee, Florida
Spotlight On Katherine Frazier By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Executive Council Meeting - Bonita Springs Florida - MAY 30 - JUNE 1, 2024
Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by Colleen Sachs, Esq., Pensacola, Florida,Rebecca Wood, Esq., Orlando, Florida, and Klarika Caplano, Esq., St. Petersburg, Florida
Roundtable: Probate and Trust Division: Highlights of the Meeting of the RPPTL Section Prepared by John C.W. Cherneski, Esq., Jacksonville, Florida and Sara A. Harmon, Esq., Boca Raton, Florida
Practice Corner: Real Property Division - Property Tax Increases in Florida and the Importance of Homestead Exemption By Danielle N. Clark, Esq., Clark Law Office, PLLC, Fort Myers, Florida
Practice Corner: Probate And Trust Division - The Benefits of E-Wills for Clients and Lawyers Prepared by John C.W. Cherneski, Milam Howard Nicandri & Gillam, P.A. Jacksonville
Probate Case Summaries By By Sara A. Harmon, Esq., Redgrave & Rosenthal LLP, Delray Beach, Florida
Real Property Case Summaries Prepared by Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, FL
Vol. XXXXV No. 3 Spring 2024
Chair's Column: ALMs Highlights By S. Katherine Frazier, Esq., Section Chair, 2023-2024
The Practical And Ethical Implications Of ChatGPT And Generative Artificial Intelligence For RPPTL Practitioners By J. Grier Pressly, III, Esq.,
Florida’s Mortgage Payoff Legislation: “CONDITIONAL” PAYOFFS EXPRESSLY PROHIBITED By Rebecca L.A. Wood, BCS, Alliant National Title Insurance Company, Gainesville, Florida, and Richard S. McIver, BCS, Kass Shuler, P.A., Tampa, Florida
Tax Planning for 2026: Are Your Married Clients Being Properly Advised on the Risk of Divorce? By Andrew J. Krause, David A. Ruben and J.P. Bratcher, GrayRobinson, Naples, Florida
Not Just Any Appraisal Will Do By Rachel E. Fisch, CPA/ABV, MRICS and Stephen King, MAI, MRICS RealAdvice, Tampa, Florida
Executive Council Meeting FEBRUARY 22 - 24, 2024
Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Pensacola, Florida,Rebecca Wood, Esq., Orlando, Florida, and Klarika Caplano, Esq., St. Petersburg, Florida
Florida Bar CLE Opportunities
Roundtable: Probate and Trust Division Prepared by Sara A. Harmon, Esq., Delray Beach, Florida and John C.W. Cherneski, Esq., Jacksonville, Florida
Practice Corner: Probate And Trust Division - Mandatory Beneficial Ownership Reporting Is Now Effective For Most Domestic Entities – What Does This Mean For Your Clients? By Sara A. Harmon, Esq., Redgrave & Rosenthal, LLP, Delray Beach, Florida
Practice Corner: Real Property Division - Post Closing Occupancy In A Real Estate Transaction: Drafting The Appropriate Clauses By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida
Real Property Case Summaries By Danielle N. Clark, Esq., Clark Law Office PLLC, Fort Myers, Florida
Vol. XXXXV No. 2 Winter 2024
Chair's Column: Honoring Phil Baumann And The Law School Outreach Committee By S. Katherine Frazier, Esq., Section Chair, 2023-2024
What Estate Planners Need To Know About 501(c)(4)s By Jeffrey J. Spina-Jennings, Esq., Gould Cooksey Fennell, PLLC, Vero Beach, Florida
Florida Bar Ethics Opinion OKs Lawyers’ Use Of Generative "AI", But With Cautions By Paul Roman, Esq., roman | northwood pllc, Boca Raton, Florida
The Practical Uses Of Nonjudicial Settlement Agreements In The Context Of A Trustee’s Duty To Diversify And Duty Of Impartiality By David E. Wolff, Esq., Wolff Law, P.A., Hallandale Beach, Florida
Understanding Senate Bill 264 And The New Rules For Land Ownership By Foreign Principals By Michael Rothman, Esq., The Fund, Orlando, Florida
Introducing The Real Property, Probate and Trust Law Section History Committee By David Brennan, Esq., The Brennan Law Firm, Orlando, Florida
Fellows Program Open To All Young RPPTL Attorneys
Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Pensacola, Florida and Rebecca Wood, Esq., Orlando, Florida
Roundtable: Probate and Trust Division Prepared by John C.W. Cherneski, Esq., Jacksonville, Florida and Sara A. Harmon, Esq., Boca Raton, Florida
Practice Corner: Probate And Trust Division - Challenging a Power of Attorney in Guardianship Proceedings Prepared by John C.W. Cherneski, Esq., Milam Howard Nicandri & Gillam, P.A., Jacksonville, Florida
Practice Corner: Real Property Division - Protecting Your Real Estate Transactions From Fraud By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida
Fellows Flashback - Life After the RPPTL Fellows Program By Kristen King Jaiven, Esq., Kristen King Jaiven, Lawyer, PLLC, Fort Lauderdale, Florida
Real Property Case Summaries Prepared by Danielle N. Clark Of Clark Law Office, PLLC, Fort Myers, Florida
Probate Case Summaries By Sara A. Harmon, Esq., Redgrave & Rosenthal LLP, Delray Beach, Florida
Vol. XXXXV No.1 Fall 2023
Chair's Column - Section Success Through Teamwork, Education and Engagement By S. Katherine Frazier, Esq., Section Chair, 2023-2024
Letter From The Co-Editors-In-Chief By Michael Bedke, E. Finlen, M. Hinden
Don’t Miss The Boat: How To Navigate The Stormy Waters Of Nonjudicial Settlement Agreements Through The Proper Use Of Part III, Representation, Of The Florida Trust Code By Alexander S. Douglas, II, Esq., ShuffieldLowman, Orlando, Florida
My House Was Just Stolen: Title Fraud, The Problem, And The Beginning Of A Solution By Christopher W. Smart, Esq., Carlton Fields, Tampa, Florida
The Legal And Practical Mechanics Of Nominating Guardians For Minor Children In Florida By Monique Lavender Greenberg, Esq. Monique Lavender Greenberg PLLC, Coral Gables, Florida
The Intersection Of Onboarding High Net Worth Clients And Gift Tax Reporting Gift Tax Return Reviews: Tips, Traps and Opportunities By Sarah H. Hayford, Esq., Carla A. DeLoach, Esq., and Jordan DeLoach Hurlburt, Esq., DeLoach Planning, P.L., Orlando, Florida
Membership & Inclusion Committee Minority Lawyers Seminar Series: Recap Of Year Three By Annabella Barboza, Esq., Barboza Law & Associates, P.A., Plantation, Florida and Lillith Bailey, Esq., SJF Law Group, Plantation, Florida
Executive Council Meeting September 20-24, 2023 Fairmont Le Chateau Frontenac • Quebec City, Quebec, Canada
Free Nota Trust Accounting Resource From The Florida Bar By Scott Westheimer, President, The Florida Bar
Meet Your Incoming RPPTL Fellows By Daniel L. McDermott, Daniel McDermott, P.A., Fort Lauderdale, Florida (P&T)
A Tribute To Sarah S. Butters By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida, and Michelle Hinden, Esq., Orlando, Florida
Roundtable: Probate and Trust Division Prepared by Jeanette Mora, Esq., Orlando, Florida
Practice Corner: Probate and Trust Division - Understanding Florida’s Elective Share Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida
Practice Corner: Real Property Division - New Legislation Permitting Landlords To Accept “A Fee In Lieu Of A Security Deposit” Janaye Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida
SECTION SPOTLIGHT - Annual Section Awards By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Probate Case Summaries By Sandy Boisrond, Esq., Spectrum Law Firm, Miami, PLLC, Miami/Fort Lauderdale, Florida
Real Property Case Summaries Prepared by Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida
Actionline Bulletin Board
Vol. XXXXIV No.4 Summer 2023
Chair's Column - Focus On The Future Of The Section By Sarah S. Butters, Section Chair, 2022-2023
Thanks, But No Thanks — The Ethics of Clients’ Gifts By William T. Hennessey, Esq., Gunster, Yoakley & Stewart, P.A., West Palm Beach, Florida
Arbitration Agreements In Residential Construction Contracts By Brett M. Henson, Esq., Shumaker, Loop & Kendrick, LLP, Sarasota, Florida
Not Just For Hollywood Anymore? Biometric & RON in Today’s Real Estate World By Lindsey Shomali, Esq., WFG National Title Insurance Company, Lake Mary, Florida
Florida Uniform Disposition of Community Property Rights at Death Act: Time for an Update? By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida and Patrick J. Lannon, Esq., Shutts & Bowen, LLP, Miami, Florida
Political Roundup:Leadership Priorities of the 2023 Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Executive Council Meeting FEBRUARY 22 – 26, 2023 Sandestin Golf and Beach Resort • Destin, Florida
Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Michelle Hinden, Esq. Orlando, and Jin Liu, Esq., Tampa
Roundtable: Probate and Trust Division Prepared by Amanda C. Cummins, Esq., St. Petersburg, Florida
Practice Corner: Probate and Trust Division - Guardianship and Autism: How To Address the Non-Speaking Ward in Incapacity Determination and Guardianship Proceedings By Sandy Boisrond, Esq., Spectrum Law Florida, Miami/Fort Lauderdale, Florida
Practice Corner: Real Property Division - Homestead Tax Exemption Reduced Where Portion Of Homestead Is Rented Out By Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida
SECTION SPOTLIGHT ALMs Mix A Lively Alphabet Soup in Gainesville By Rebecca L.A. Wood, Esq., Sr. Underwriting Council, The Fund
Real Property Case Summaries Prepared by Janaye Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida
Probate Case Summaries Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida
Vol. XXXXIV, No. 3 Spring 2023
Chair's Column By Sarah S. Butters, Section Chair, 2022-2023
Letter From The Co-Editors-In-Chief By Michael Bedke, E. Finlen
The Professional Fiduciary Council: A Conversation With Darby Jones By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida
Do You Need Client Consent To Disclose Estate Plan Documents? By James W. Martin, Esq., James W. Martin, P.A., St. Petersburg, Florida
Closing A Deal With A Hard Money Lender? Five Key Points Before You Close By Lauren J. Danilchenko, Esq., Fund That Flip, Inc., Jacksonville, Florida
Secure 2.0: What You Need To Know By Denise B. Cazobon, Esq., and Alfred J. Stashis, Jr. , Esq., Dunwody White & Landon, P. A. , Naples, Florida
Reserving Judgment: New Requirements May Have Unintended Outcomes For Condominium Board Members By Shayla J. Mount, Esq., Arias Bosinger, Orlando, Florida, 2nd Year RPPTL Real Property Fellow
Political Roundup: Leadership Priorities Of The 2023 Session By H. French Brown, IV, Dean Mead, Tallahassee, Florida
Roundtable: Real Property Division Prepared by Colleen Sachs, Pensacola, Florida, Michelle Hinden, Orlando, Florida, and Jin Liu, Tampa, Florida
Roundtable: Probate And Trust Division Prepared by Jeanette Mora, Esq., Orlando, Florida
Practice Corner: Probate And Trust Division - Garn-St Germain And Exceptions To Due-On-Sales Clauses Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida
Practice Corner: Real Property Division - Expanding On Existing Easements: Legal And Financial Considerations When Advising Clients By Janaye G. Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida
Section Spotlight: Section Members Honored At Pro Bono Awards
Real Property Case Summaries By Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida
Probate Case Summaries By Sandy Boisrond, Esq., Spectrum Law Firm Miami, PLLC, Miami/Fort Lauderdale, Florida
Vol. XXXXIV, No. 2 Winter 2023
Chair's Column: The Section’s Assistance To The Legislative And Judiciary Branches By Sarah S. Butters, Section Chair, 2022-2023
Letter From The Co-Editors-In-Chief By Michael Bedke and Erin Finlen
Rule 4-1.14: Diminished Capacity Resolving Diminished Clarity By Justin A. Shifrin, Esq., Gunster, Yoakley & Stewart, P.A., West Palm Beach, Florida
Local Government Land Use Restrictions: Mandating Ordinances By Macie J.H. Codina, Esq., Guilday Law, Tallahassee, Florida and Ralph A. DeMeo, Esq., Guilday Law, Tallahassee, Florida
Recent Cases Deny Charitable Income Tax Deductions: CWA Revisited By Denise Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida Kelly Hellmuth, Esq., Holland & Knight, Jacksonville, Florida Alyssa R. Wan, Esq., Fowler White Burnett, P.A., Miami, Florida
The Lerbakken Fix: Individual Retirement Accounts Transferred Incident To Divorce Are Exempt From Creditor Claims By Alisa M. Heedy, Esq., Williams Parker, Sarasota, Florida, and Alfred J. Stashis, Jr., Esq., Dunwody White & Landon, P.A., Naples, Florida
Post Surfside: Technologies For Extending The Useful Life Of Concrete Buildings By Mark Young, Esq., Kubicki Draper; West Palm Beach, Florida
Who Has Standing? A Trustee’s Duty to Account By Theodore S. Kypreos, Esq., Jones Foster P.A., West Palm Beach, Florida
Political Roundup: 2022 Election Debriefing By French Brown, Esq., Dean Mead, Tallahassee, Florida and Anna Lusk, Juris Doctor Candidate, Dean Mead, Tallahassee, Florida
Executive Council Meeting SEPTEMBER 28 – OCTOBER 2, 2022 Opal Sands Harborside Bar Harbor, Maine
Meet Your New RPPTL Fellows By Daniel L. McDermott, Esq., Daniel McDermott, P.A., Fort Lauderdale, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section - PROBATE AND TRUST DIVISION The Breakers, Palm Beach, Florida Prepared by Eamonn W. Gunther, Esq., Boca Raton, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section - REAL PROPERTY DIVISION The Breakers • Palm Beach, Florida Prepared by Colleen Sachs, Pensacola, Florida, Michelle Hinden, Orlando, Florida, and Jin Liu, Tampa, Florida
PRACTICE CORNER - REAL PROPERTY DIVISION Post Storm Relief: Recent Statutory Amendments Help Private Property Owners Understand Statutory Rights to Prune, Trim, and Remove Trees By Jade Davis, Esq., Shumaker, Loop & Kendrick, LLP, Sarasota, Florida
PRACTICE CORNER - PROBATE AND TRUST DIVISION Guardianship Practice: Working With Autism Families By Sandy Boisrond, Esq., Spectrum Law Firm Miami, PLLC, Miami/Fort Lauderdale, Florida
SECTION SPOTLIGHT - Section Members Mobilize In Response To Hurricane Ian By Steven H. Mezer, Esq., ALM Chair
Probate Case Summaries By Jeanette Mora, Esq., Widerman Malek, PL, Celebration, Florida
Real Property Case Summaries By Janaye G. Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida
Vol. XXXXIV, No. 1 Fall 2022
Chair's Column: Focus on CLE By Sarah S. Butters, Section Chair, 2022-2023
Post Facto Commercial Lease Default By Jason Ellison, Esq., Ellison | Lazenby, St. Petersburg, Florida
I QUIT: Trustee Resignation Rules Clarified By Patrick J. Lannon, Esq., Shutts & Bowen, LLP, Miami, Florida and Mary Karr, Esq., Gunster, Miami, Florida
Critical Drafting Considerations For Operating Agreements And How To Avoid Or Limit Liability Between And Among Members Of An LLC By Paul O. Lopez, Esq. Tripp Scott, P.A., Fort Lauderdale, Florida and Brittany Hynes, Esq., Tripp Scott, P.A., Fort Lauderdale, Florida
CPM Scheduling Made Easy By Mark Young, Esq., Kubicki Draper P.A., West Palm Beach, Florida
Marketable Record Title Act Uniform Title Standards Get A Makeover By Laura Licastro, Westcor Land Title Insurance Company, Maitland, Florida, and Melissa Scaletta, Attorneys’ Title Fund Services, LLC, Orlando, Florida
Friends Of The Section - 2022 Legislative Session By Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida
Changes From The 2022 Regular Legislative Session By Peter M. Dunbar, Esq.,Dean, Mead & Dunbar, Tallahassee, Florida
Executive Council Meeting - JULY 21 – 23, 2022 The Breakers • Palm Beach, Florida
ROUNDTABLE - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida
PRACTICE CORNER - REAL PROPERTY DIVISION Helping To Alleviate Condominium Unit Owner Reservations About New Statutory Reserve Requirements Prepared By: Shayla J. Mount, Esq., Arias, Bosinger, Real Estate and Association Attorneys, Winter Park, Florida
PRACTICE CORNER - PROBATE AND TRUST DIVISION The Impact Of Local Rules And Requirements On Probate Prepared by Taniquea Reid-Wolliston, Esq., Royal Palm Beach, Florida
Membership & Inclusion Committee’s Minority Lawyers Seminar Series Underway By Annabella Barboza, Esq., and Lilleth Bailey, Esq.
PA Tribute To Robert S. Swaine
Probate Case Summaries By Amanda C. Cummins – AC Cummins Law, St. Petersburg, Florida
Real Property Case Summaries By Melissa M. Hernandez, Esq. Overstreet Law, P.A., Kissimmee, Florida
Cooley Law School Presentation: Title 101 From Contract To Close By John Redding, Esq. and Johnathan Butler, Esq.
Vol. XXXXIII, No. 4 Summer 2022
Chair's Column: What do I get out of the RPPTL Section? By Robert Swaine, Section Chair, 2021-2022
Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke
Surfside's Repercussions Swamp Residential Resales? Following The Money As Lending Restrictions Lead To Reforms By Michael J. Gelfand, Esq., Gelfand & Apre, P.A., West Palm Beach, Florida
Don't Lose Your Wallet! Five Things To Know About Estate Planning With Cryptocurrency By Shaina Kamen, Esq., Holland & Knight LLP, Miami, Florida, and New York, New York
Examining A Recent Case On Fee Sharing: Estate Of Pounds V. Miller & Jacobs, P.A. By Allison S. Neumann and Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida
Probate Blindside: Common Law Marriage Redux By William D. Slicker, Esq., Slicker P.A., St. Petersburg, Florida
Fiduciary Receipts from Entities: Key Principal and Income Rules and Practical Considerations By Jolyon D. Acosta, Esq., Bush Ross, P.A., Tampa, Florida
Donor-Advised Funds – The Fastest Growing Charitable Vehicle By Betsy Pennewill, General Counsel, Community Foundation of Sarasota County, Inc., Sarasota, Florida
Executive Council Meeting March 3 – 5, 2022 Hotel Bennett • Charleston, South Carolina
Executive Council Meeting March 31 – April 2, 2022 AC Hotel by Marriott Tallahassee • Tallahassee, Florida
A Primer on ESG for Real Estate Practitioners By Michael Bedke, Esq., DLA Piper LLP (US), Miami, Florida
Working With The RPPTL Legislative Consultants: AN OVERVIEW By Martha Edenfield, Esq., Dean Mead, Tallahassee, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Pensacola, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida
Practice Corner - Probate and Trust Division - The Impact Of Intestacy On Children Of Modern Families By Amanda C. Cummins, Esq., St. Petersburg, Florida
Practice Corner - Real Property Division - Preparing Deeds and Depending on the General Power of Attorney By Melissa M. Hernandez, Esq., Overstreet Law, P.A., Kissimmee, Florida
Real Property Case Summaries Prepared by Shayla Johnson Mount, Esq., Overstreet Law, P.A., Kissimmee, Florida
SECTION SPOTLIGHT
Probate Case Summaries Prepared by Taniquea Reid-Wolliston, Esq., Royal Palm Beach, Florida
Vol. XXXXIII, No. 3 Spring 2022
Asset Protection Highlights Heading Into The New Year By Jerome L. Wolf, Esq. and Timothy H. Wolf, Esq. Katz Baskies & Wolf PLLC, Boca Raton, Florida
It Isn’t Official Until It Is “Official Records” Official By Klarika J. Caplano, Esq., Coats Schmidt, P.A., St. Petersburg, Florida Lindsay A. Moczynski, Esq., DSK Law, Tampa, Florida
RPPTL General Sponsors
Car Ownership And The Dangerous Instrumentality Doctrine By Joseph M. Percopo, Esq., LL.M.; Orlando, Florida
Improving Your Client Cash Conversion Cycle By Jordan DeLoach Hurlburt, Esq., & Carla A. DeLoach, Esq., DeLoach P.L., Orlando, Florida
The Search For A Dementia Medication By William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida
Florida Bar Tech Helpline Ready To Assist Members With Routine Needs By Mark D. Killian Editor, The Florida Bar News
Executive Council Meeting November 3 – November 7, 2021 Luminary Hotel & Co. Fort Myers, FL
Political Roundup - 2022 Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Pensacola, Florida Jin Liu, Esq., Tampa, Florida Michelle Hinden Esq., Orlando, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Lilleth Bailey, Esq. Fort Lauderdale, Florida
Practice Corner - Probate and Trust Division - Tips For Successfully Navigating Probate: Know The Rules And The Systems By Taniquea Reid, Esq., Royal Palm Beach, Florida
Practice Corner - Real Property Division - Who’s Charging Whom? Considerations For Property Owners And Community Associations Regarding The Installation And Operation Of Electronic Vehicle Charging Stations By Shayla Johnson Mount, Esq., Arias Bosinger Real Estate and Association Attorneys, Winter Park, Florida
Real Property Case Summaries Prepared by Melissa M. Hernandez, Esq., Overstreet Law, P.A., Kissimmee, Florida
Probate Case Summaries Prepared by Amanda C. Cummins, Esq., AC Cummins Law, St. Petersburg, Florida
Vol. XXXXIII, No. 2 Winter 2021
Guardianship, Visitation, Exploitation, and Elder Caring Coordination William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida
Navigating Multiple Fiduciaries: Florida Uniform Directed Trust Act And Co-Trustee Considerations By Stacy B. Rubel, Esq., The Virgil Law Firm, Coral Gables, Florida and Richard DeNapoli, Esq., Coral Gables Trust Company, Coral Gables, Florida
Multifamily Telecommunication Contracts: The Who, Why, And How By Derek A. Carrillo, Esq., The NRP Group, Tampa, Florida
Planning With Florida Community Property Trusts By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida
Sayonara Stepped-Up Basis? The Tax Policies Behind Why It Might Be Time For Stepped-up Basis To Step Aside By Elizabeth M. Hughes, Esq., Akerman LLP, Miami, Florida
Credit Bids In Bankruptcy Real Estate Sales With Multiple Creditors By Daniel Etlinger, Esq., Jennis Morse Etlinger, Tampa, Florida
RPPTL Section Executive Council Meeting Breakers • Palm Beach, Florida July 22-24, 2021
Senate Bill 50 & Florida’s Sales Tax On Commercial Rent By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Fort Lauderdale, Florida
SECTION SPOTLIGHT - Annual Section Awards Prepared by Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Political Roundup - 2022 Session Preview By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida, Jin Liu, Esq., Tampa, Florida, and Michelle Hinden, Esq., Orlando, Florida,
Practice Corner - Real Property Division - The Brownfields Program – A Practitioner’s Summary For Rehabilitation, Economic Development And Liability Protection By Melissa M. Hernandez, Esq., Assistant County Attorney, Seminole County, Florida
Practice Corner - Probate and Trust Division - Maintaining an Attorney – Client Relationship Beyond The Signed Estate And Trust Plan By Amanda C. Cummins, Esq., AC Cummins Law, St. Petersburg, Florida
Real Property Case Summaries Prepared by Shayla M. Johnson Mount, Esq., AriasBosinger, Winter Park, Florida
What’s Happening Within The Section
Vol. XXXXIII, No. 1 Fall 2021
Alert! New Duty To Disclose Your Statutory Attorney Fee In Estate And Trust Administrations J. Grier Pressly, III, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida
An Introduction To Reinforced Concrete By Mark Young, Esq., AS-BUILT Law, PLLC, West Palm Beach, Florida
Is a Limited Liability Company Inheritance Agreement Enforceable? By Patrick J. Lannon, Esq, Shutts & Bowen, LLP, Miami, Florida
Things That Go Bump In The Night: Top Title Claims And Closing Risks By Marcelana R. Anthony, Esq., and E. Ashley McRae, Esq., Old Republic National Title Insurance Company, Tampa, Florida
Collaborative Law In Probate And Trust Disputes: An Alternative Approach By Cady L. Huss, Spivey & Huss, P.A., Sarasota, Florida
Section Spotlight: Friends of the Section — 2021 Legislative Session By Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida
Political Roundup Changes From The 2021 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Roundtable: REAL PROPERTY DIVISION Prepared by Colleen Sachs Esq., Santa Rosa Beach, Florida, Jin Liu, Esq., Tampa, Florida, and Michelle Hinden, Esq., Orlando, Florida
Roundtable: PROBATE & TRUST DIVISION Prepared by Joseph M. Percopo, Orlando, Florida and Antonio P. Romano, Palm Beach Gardens, Florida
A Tribute to William T. Hennessey, III By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Practice Corner: Real Property Division - Recent Change To Florida’s Summary Judgment Standard, Rule 1.510 By Terrence L. Harvey, Esq., The Harvey Firm, PLLC, Jacksonville, Florida
Practice Corner: Probate And Trust Division - Petitioning Pitfalls By Lilleth Bailey, Esq., Probate Division, Broward County Courthouse, Fort Lauderdale, Florida
Probate Case Summaries Prepared by Nicole Bell Cleland, Esq., Legacy Protection Lawyers, LLP, St. Petersburg, Florida
Real Property Case Summaries Prepared by Erin Miller-Meyers, Esq. Grant Cottrell Miller-Meyers, PLLC, Naples, Florida
Vol. XXXXII, No. 4 Summer 2021
Chair's Column: An Open Invitation to Our Members By William T. Hennessey, III, Section Chair, 2020-2021
Establishment Of Lost Wills And Lost Trusts By William D. Slicker, Esq., Slicker Law, P.A., St. Petersburg, Florida
Under The Umbrella: Why The Court’s Analysis In Broward County v. CH2M Hill, Inc. Should Have Contractors Feeling Right As Rain By Angie VandenBerg, Esq. and Matt Greetham, Esq., Moyer Law Group, St. Petersburg, Florida
Trap For The Unwary: Missing The Deadline On Seeking Attorney’s Fees By Steven “Rusty” Nisbet, Esq., Zinzow Law, LLC, Trinity, Florida
Bad Boy Clauses And The Good Charities That Use Them By Lisa H. Lipman, Esq., Roetzel & Andress LPA, Naples, Florida
Florida Uniform Title Standards Adds Chapter On Easements By Gregory T. Hall, Esq., Senior Claims Counsel, Stewart Title Guaranty Company, Tampa, Florida
Section Spotlight: Law Students Empowerment Summit: “A Day in the Life…” By Yveline Dalmacy, MBA, M.A., Cooley Law School 3rd Year Law Student, President WMU Cooley RPPTL-SA
RPPTL Section Executive Council & Committee Hybrid Meetings
Political Roundup: 2021 Session Summary By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Megan Proulx Dempsey, Florida Attorneys Counseling on Evictions (FACE) First Pro Bono Attorney In The 13th Judicial Circuit By Nancy M. Lugo, FACE Regional Coordinating Attorney, Bay Area Legal Services, Tampa, Florida and Johnathan Butler, Lead At Large Member (ALM) of the Real Property Probate & Trust Law (RPPTL) Section of the Florida Bar, 13th Circuit, Tampa, Florida
Roundtable: Probate and Trust Division
Roundtable: Real Property Division
Practice Corner: Real Property Division By Terrence L. Harvey, Esq., The Harvey Firm, PLLC, Jacksonville, Florida
Practice Corner: Probate And Trust Division By Lilleth Bailey, Esq., Probate Division, Broward County Courthouse, Fort Lauderdale, Florida
Probate Case Summaries Prepared By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, LLP, St. Petersburg, Florida
Real Property Case Summaries Prepared By Erin Miller-Meyers, Esq. Grant Cottrell Miller-Meyers, PLLC, Naples, Florida
Vol. XXXXII, No. 3 Spring 2021
Here We Go Again: Distressed Commercial Real Estate In A Pandemic PART II-Foreclosures and Bankruptcies By E. Ashley McRae, Esq., Old Republic National Title Ins. Co., Tampa and Manuel Farach, Esq., Mrachek Law, West Palm Beach, Florida
When “Uniform” Doesn’t Mean “Uniform”– Reviewing Trusts Governed Under Other UTC Jurisdictions By George D. Karibjanian, Esq., Franklin Karibjanian & Law PLLC, Boca Raton, Florida
Recent Developments And Common Pitfalls In The Creditors’ Claims Process By Theodore S. Kypreos, Esq., Jones Foster P.A., West Palm Beach, Florida
Section Spotlight: Frontline Heroes Project Update January 2021 By Johnathan Butler, Lead At Large Member (ALM), Florida Bar Real Property Probate & Trust Law (RPPTL) Section
Political Roundup: 2021 Session Preview By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Roundtable: Highlights of the Meeting of the RPPTL Section Real Property Division Prepared by Colleen Sachs, Esq., Michelle Gomez Hinden, Esq., and Jin Liu, Esq.
Roundtable: Highlights of the Meeting of the RPPTL Section Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida, Joseph M. Percopo, Orlando, Florida, and Antonio P. Romano, Palm Beach Gardens, Florida
Practice Corner: Real Property Division - Residential Real Estate Transactions – The Engagement Letter Revisited By Erin Miller-Meyers, Esq., Grant Cottrell Miller-Meyers, PLLC, Naples, Florida
Practice Corner: Probate and Trust Division - Generation ME: Planning for Millennials By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, L.L.P., St. Petersburg, Florida
Probate Case Summaries Prepared by Lilleth Bailey, Esq., Fort Lauderdale, Florida
Real Property Case Summaries Prepared by Terrence L. Harvey, Esq. The Harvey Firm, PLLC, Jacksonville, Florida
Vol. XXXXII, No. 2 Winter 2020
Chair's Column - In Memory Of Lynwood F. Arnold, Jr. – A Call To Service By William T. Hennessey, III, Section Chair, 2020-2021
Letter from the Co-Editors-In-Chief By J. Baskies and M. Bedke
Here We Go Again: Distressed Commercial Real Estate In A Pandemic PART I-Commercial Loan Workouts By E. Ashley McRae, Esq., Old Republic National Title Ins. Co., Tampa and Manuel Farach, Esq., McGlinchey Stafford, Ft. Lauderdale
Current Landscape of Commercial Foreclosures and Receiverships By Amy Reagan, Esq., Associate, DLA Piper, LLP (US), Miami and Janelly Crespo, Esq., Associate, DLA Piper, LLP (US), Miami
I Am Interested, So Am I An Interested Person? By Stacy B. Rubel,Esq., The Virgil Law Firm, Coral Gables, Florida
Section Spotlight - Congratulations To The 2019-2020 Awards Recipients By Jen Bloodworth, Esq., Senior Underwriting Counsel, First American Title Insurance Company, and Rob Freedman, Esq., Section Chair for Bar Year 2019-2020
Meet Your New RPPTL Fellows By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida (P&T) and Salomé Bascuñan, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida (RP)
Political Roundup: 2020 Election Debriefing By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Novation Of A Covenant, An Oxymoron? By Michael Gelfand, Esq., Gelfand and Arpe, P.A., West Palm Beach, Florida
Recent Decision In Warner v. Quicken Loans, Inc. Provides That Certain Third Parties Have Standing To Challenge Invalid Homestead Orders By Jeffrey A. Baskies, Esq., And Allison S. Neumann, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida
Florida Attorneys Counseling on Evictions (“FACE”) By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida
Frontline Heroes Program By Johnathan L. Butler, 13th Circuit Lead ALM
Roundtable Highlights of the Meeting of the RPPTL Section - Real Property Division Prepared by Colleen Sachs, Esq., Jin Liu, Esq., and Michelle Gomez Hinden, Esq.
Roundtable Highlights of the Meeting of the RPPTL Section - Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida
Practice Corner: Real Property Division - Residential Real Estate Transactions - The Persistent Problem With Permits By Erin Miller-Meyers, Esq., Grant Cottrell Miller-Meyers, PLLC, Naples, Florida
Practice Corner: Probate and Trust Division - Computershare or Computer-Nightmare? By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, L.L.P., St. Petersburg, Florida
FR/BAR Constracts & Riders
Probate & Guardianship Forms
Section By-Laws Updated By Michael Gelfand, Esq., Gelfand and Arpe, P.A., West Palm Beach, Florida
What’s Happening Within The Section...
Vol. XXXXII, No.1 Fall 2020
Chair's Column - Man Plans, And God Laughs! By William T. Hennessey, III, Section Chair, 2020-2021
As The RPPTL World Turns: The Impact Of The Pandemic And Remote/Zoom Hearings, Depositions And Mediations On Your Trusts And Estates Litigation Practices By Daniel A. Seigel, Esq., Law Offices of Daniel A. Seigel, P.A. and Jeffrey A. Baskies, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida
Clearing Up The Confusion! Notices Of Commencement Demystified By Ashley McRae, Esq., Old Republic National Title Insurance Company, Lee Weintraub., Esq., and Edward Lohrer, Esq., Becker & Poliakoff, Ft. Lauderdale, Florida
Exemptions And Waivers: Kearney Construction – A Whole New Ball Game By Jonathan E. Gopman, Esq., Anna E. Els, Esq., Akerman LLP, Naples, Florida and Michael A. Sneeringer, Esq., Porter Wright Morris & Arthur, LLP, Naples, Florida
Are Transfers Of Encumbered Property To Revocable Trusts Subject To Documentary Stamp Tax? By Robert T. Carroll, Esq., Wilson & Johnson, P.A., Naples, Florida
Roth IRA Conversions After The SECURE Act By Alfred J. Stashis, Jr., Esq., and Denise B. Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida
Cooley Law School February 26, 2020 Event By Johnathan Butler, Lead ALM, 13th Circuit
Political Roundup: Changes From The 2020 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Friends of the Section Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida
Roundtable Probate And Trust Division Prepared by Sarah Butters, Esq., Ausley McMullen, Tallahassee, Florida and Elizabeth A. Bowers, Esq., Gunster, Yoakley & Stewart, P.A., West Palm Beach, Florida
Roundtable Real Property Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida
RPPTL Section’s At-Large Members By Lawrence J. Miller, Esq., Gutter, Chaves, Josepher, Rubin, Foreman, Fleisher, Miller, P.A., Boca Raton, Florida
The Threshold Question On Threshold Inspections: To Whom Does The Threshold Inspector Owe A Duty? By Perry M. Adair, Esq., Becker & Poliakoff, P.A., Coral Gables, Florida
Enhanced Life Estates Are Now Standard Practice By Benjamin T. Jepson, Esq., Attorneys’ Title Fund Services, LLC, Orlando, Florida
A Tribute To Rob Freedman By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Practice Corner: Real Property Division - Residential Real Estate Transactions? By Kristen King Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida
Practice Corner: Probate and Trust Division - Special Considerations In An Ever-Increasing LGBTQ+ World By Antonio P. Romano, Esq., Comiter, Singer, Baseman & Braun, LLP
State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Case Summaries - Probate And Trust Joseph M. Percopo, Esq., LLM. Mateer & Harbert, P.A
Case Summaries - Real Property Prepared by J. Christopher Barr, Esq., Bryant, Higby & Barr, Panama City, Florida
What’s Happening Within the Section
Vol. XXXXI, No.4 Summer 2020
Chair and Editor's Column By R. Freedman, J. Baskies, M. Bedke
Summary of Paycheck Protection Program By Keith Durkin, Esq., Baker Hostetler, Orlando, Florida
Surviving The Storm: Business Continuity Planning For Law Firms By Jordan DeLoach Hurlburt, Esq. & Carla A. DeLoach, Esq., DeLoach P.L., Orlando, Florida
The Benefit Of A Force Majeure Clause During A Pandemic By Wm. Cary Wright, Esq., Carlton Fields, Tampa, Florida
Understanding The COVID-19 Business Interruption Insurance Quandary By Anita Setnor Byer, President, Setnor Byer Insurance & Risk, Plantation, Florida
Commercial Leases: Uncharted Implications of COVID-19 By Amy Reagan, Esq., DLA Piper, LLP, Miami, Florida and Janelly Crespo, Esq., DLA Piper, LLP, Miami, Florida
An Employer's Business Continuity Guideline For Today By Kelly Fleck, National Consumer Title Insurance Company, Tallahassee, Florida
7 Strategic Estate Planning Techniques For Right Now By Mark R. Parthemer, Esq., Senior Fiduciary Counsel at Bessemer Trust and Sasha Klein, Esq., Ward, Damon, Posner, Pheterson & Bleau, PL, Palm Beach, Florida
COVID 19 Responses - Statutory Emergency Powers Available To Florida Condominium & Homeowner Associations By Barry Ansbacher, Esq. and Christene M. Ertl, Esq., Ansbacher Law, Jacksonville, Florida
Using Grantor Retained Annuity Trusts In The Current Environment By Martin M. Shenkman, Esq., Martin M. Shenkman, P.C., Fort Lee, New Jersey, and Jonathan G. Blattmachr, Esq., Peak Trust Company, Interactive Legal and Pioneer Wealth Partners, New York, New York
Remote Online Notarization In The Time Of COVID-19By Laura M. Licastro, Esq., Westcor Land Title Insurance Company, Maitland, Florida
How Best to Handle Client Meetings, Document Signings, Hearings, Depositions, and Mediations in the Outbreak Environment By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida, and Alexander P. Gil, Esq., J.D., L.L.M of Alexander Gil, PLLC
Retirement Account Relief Under The CARES Act By Alfred J. Stashis, Jr. and Denise B. Cazobon, Dunwody White & Landon, P.A., Naples, Florida
Learning From The Pandemic For Disaster Preparation By Brian C. Sparks, Esq., Gunster, Tampa, Florida
Political Roundup: Outlining Changes From The 2020 Regular Legislative Session and Predicting How COVID-19 Will Likely Result In An Upcoming Special Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida
Practice Corner: Real Property Division - Lawyer’s Practical Guide To Available Resources For Small Businesses In Response To The Covid-19 Pandemic By Michelle Gomez Hinden, Esq., Nishad Khan, P.L., Orlando, Florida
Practice Corner: Probate and Trust Division Trust Drafting Consideration: Fla. Stat. § 736.0412 Nonjudicial Modification By Joseph M. Percopo, Esq., LL.M., Mateer Harbert, Orlando, Florida
State And Local Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Probate And Trust Case Summaries Prepared by Antonio P. Romano, Esq., Comiter, Singer Baseman & Braun, LLP, Palm Beach Gardens, Florida
Real Property Case Summaries Prepared by Kristen Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida
Vol. XXXXI, No.3 Spring 2020
Chair's Column By Robert S. Freedman Section Chair, 2019-2020
How Secure Is Your IRA Planning? By Alfred J. Stashis, Jr., Dunwody White & Landon, P.A., Naples, Florida
Traction In Client Onboarding By Jordan DeLoach Hurlburt & Carla A. DeLoach, DeLoach P.L., Orlando, Florida
Are Decisions And Recommendations Still Mutually Exclusive Concepts? Expanding The Professional Liability Of Architects And Engineers To Contractors By Randy Dow, Becker & Poliakoff, West Palm Beach, Florida
Lady Bird Deed: An Inexpensive Probate Avoidance Technique By Joseph M. Percopo, Esq., Mateer Harbert, Orlando, Florida
The Regulatorily Induced Coma Of The London Interbank Offered Rate (“Libor”)! What Now? By Edward “Ed” Hamann, Esq., First American Title Insurance Company, Maitland, Florida
Section Spotlight Cooley Law School Mock Interviews By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida
13Th Circuit Coffee And Doughnuts With Judges By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida
Cooley Law Student And 13Th Circuit ALMs Visit By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida
RPPTL Section Executive Council Meeting Photos Roundtable Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida
Roundtable Probate And Trust Division By Eamonn Gunther, Esq., Boca Raton, Florida
Practice Corner: Real Property Division Text Marketing Basics – An Introduction To The Regulation Of Text Message Marketing By Kristen King Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida
Practice Corner: Probate And Trust Division Critical Considerations In Recent Rule Revisions By Antonio P. Romano, Esq., Comiter, Singer, Baseman & Braun LLP
Probate And Trust Case Summaries Prepared by Joseph M. Percopo, LL.M. Mateer & Harbert, P.A.
Real Property Case Summaries Prepared by Michelle Gomez Hinden, Esq., B.C.S., Nishad Khan, P.L., Orlando, Florida
Vol. XXXXI, No.2 Winter 2019-2020
Letter's From The Co-Editors-In-Chief J Baskies and M Bedke
Asset Protection Planning With A Rensin Offshore Trust By Jerome L. Wolf, Katz Baskies & Wolf PLLC, Boca Raton, Florida
Streamlining Your Dissolution Of Marriage (Or Civil) Judgment To Convey Or Transfer Real Property By Michael M. Shemkus, Esq., Long, Murphy & Zung, P.A., Naples, Florida
Florida’s Newlywed Documentary Stamp Tax Exemption By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Contesting The Beneficiary Designation – Unique Issues And Strategies By Daniel A. Seigel, Esq., Law Offices of Daniel A. Seigel, Esq., P.A., Boca Raton, Florida
Repair Costs Can Be Consequential Damages: Understanding The Keystone Court’s Departure From The “Typical” Definition Of Consequential Damages By Natalie M. Yello, Esq., GrayRobinson, P.A., Orlando, Florida
What Are My Rights Again? Rights Of Refusal And Options In Leases And Contracts: Seems Simple Enough Right? Wrong! By Brenda B. Ezell, Esq., Ezell Law Firm, P.A., Jacksonville, Florida
Political Roundup - Changes From The 2019 Regular Legislative Session By Cari Roth, Esq., Lykes Bros. Inc., Tallahassee, Florida
Section Spotlight - Cooley Law School Event On June 7th By Jonathan Butler, Lead ALM, 13th Circuit
RPPTL Section Executive Council Meeting The Breakers • Palm Beach, Florida July 24 – 27, 2019
Roundtable Probate And Trust Division Prepared By Elizabeth A. Bowers, Gunster, Yoakley & Stewart, P.A. West Palm Beach, FL
Roundtable Real Property Division Prepared by Colleen C. Sachs, Esq., Pensacola, Florida
Interview with Lee Weintraub By Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida
Practice Corner Real Property Division The Commercial Real Estate Lawyer’s Practical Guide To The American With Disabilities Act And Its Applicability To Service Animals By Michelle Gomez Hinden, Esq., Nishad Khan, P.L., Orlando, Florida
Practice Corner Probate and Trust Division Is Notice To AHCA Required Or Just A Good Idea In A Summary Administration? By Joesph M. Percopo, Esq., Mateer Harbert, P.A., Orlando, Florida
In Memoriam Lewis Kanner
Probate and Trust Case Summaries Prepared by Antonio P. Romano, Esq., Comiter, Singer Baseman & Braun, LLP Palm Beach Gardens, Florida
Vol. XXXXI, No.1 Fall 2019 ActionLine
What? Notice To Creditors By A Trustee? By J. Grier Pressly, III, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida
PART ONE: What Are My Rights Again? Rights Of Refusal And Options In Leases And Contracts: Seems Simple Enough Right? Wrong! By Brenda B. Ezell, Esq., Ezell Law Firm, P.A., Jacksonville, Florida
Presumptive Legal Fees Entitlement Or “Weather Permitting?” By Stephen P. Heuston, Esq., Heuston Legal PLLC, Melbourne, Florida, and Linda Suzzanne Griffin, Esq., Linda Suzzanne Griffin, P.A., Clearwater, Florida
How To Avoid Falling Into Unlicensed Status: Five Practical Tips To Give Your Construction Client By Brikena Isai Tomasic, Esq., Martin | Hild, P.A., Orlando, Florida
Unlocking The Hidden Value Of Prejudgment Interest In Construction Defect Litigation By Nicholas J. Elder, Esq., Gunster, Yoakley & Stewart, P.A., Jacksonville, Florida
RPPTL Section Members Michael A. Bedke And Richard C. Milstein Receive The Florida Bar Foundation Medal Of Honor Award At The 2019 Florida Bar Convention By Gwynne A. Young, Esq., Carlton Fields, Tampa, Florida and Robert Dale Noll, Akerman, Esq., LLP, Miami, Florida
Changes From The 2019 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Friends Of The Section 2019 Legislative Session By Brittany O. Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Section Spotlight By Debra Boje, Esq. (RPPTL Section Immediate Past Chair) and Jeffrey A. Baskies, Esq. (ActionLine Co-Editor-In-Chief)
Photos RPPTL Section Executive Council Meeting Opal Sands Resort, Clearwater Beach, Florida May 29-June 2 , 2019
Roundtable Probate And Trust Division Prepared By Eamonn Gunther, Esq., Boca Raton, Florida
What Does “Ordinary Wear And Tear” In A Commercial Lease Really Mean? By Matthew R. Chait, Esq., Shutts & Bowen LLP, West Palm Beach, Florida
Advising Clients On Qualified Charitable Distributions From Individual Retirement Accounts By Alfred J. Stashis, Jr., Dunwody White & Landon, P.A., Naples, Florida
The Unauthorized Practice Of Law When Drafting Estate Planning Documents: Are You Guilty? Yoshimi O. Smith, Esq., Beller Smith, P.L., Boca Raton, Florida
A Tribute To Debra Boje By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
In Memoriam William Parady By John Neukamm, Esq., Mechanik Nuccio Hearne & Wester, P.A., Former RPPTL Section Chair and Former ActionLine Editor-In-Chief
Practice Corner: Real Property Division - Your Application is Denied! What You Must Provide To A Prospective Tenant Pursuant To The Fair Credit Reporting Act When An Adverse Action Is Taken Based Upon A Consumer Report By Gabrielle Jackson, Esq. Gelfand & Arpe, P.A., West Palm Beach, Florida
Practice Corner: Probate And Trust Division - Family Matters: Family Law Considerations In Estate Planning By Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Miami, Florida
Real Property Case Summaries Prepared by J. Christopher Barr, Bryant, Higby, & Barr, Panama City, Florida
Meet The Section's New Board Of Governors Liaison: Michael Tanner Michael Tanner
Probate And Trust Case Summaries Prepared by Denise B. Cazobon, Esq. Dunwody, White & Landon, P.A., Naples, Florida
Vol. XXXX, No.4 Summer 2019 Actionline
Chair’s Column By Debra Lynn Boje
Letter From The Co-Editors-In-Chief J. Baskies & M. Bedke
Temporary Injunctions In Probate, Guardianship And Trust Proceedings By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida
Proptech: Marching Into The Next Generation Of Real Estate By Tony Alfonso, Esq., DLA Piper, LLP, Miami, Florida
Remember The “Attention To Details” When It Comes To Florida Notarization By George D. Karibjanian and Lester B. Law, Franklin Karibjanian & Law, PLLC Washington, D.C, Boca Raton, Florida, and Naples, Florida
Potential Safeharbor For Trustees – Chapter 2 By Jerome L. Wolf, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida
Summary Jury Trials And Their Use In Resolving Construction Defect Cases By Anne-Solenne Rolland, Esq., Lee, Hernandez, Landrum & Carlson, APC,and Brett Moritz, Esq., Peckar & Abramson, P.C., Miami, Florida
Political RoundUp: Florida’s New Leaders Take Charge By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida
Section Spotlight By Jami Coleman, Section Fellow and TBA Annual Leon County Public School Legal Initiative Event Chair
RPPTL Section Executive Council Meeting By Johnathan L. Butler, CTFA, Wells Fargo, Tampa, Florida
Roundtable Real Property Division Prepared by Colleen C. Sachs, Santa Rosa Beach, Florida
Roundtable Probate And Trust Division Prepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida
What Partners Should Do Following The New Partnership Tax Audit Procedures By Alyssa Razook Wan, Esq., Fowler White Burnett, P.A., Miami, Florida
Hindsight Is 2020: Why Gen X’ers Need To Consider Charitable Tax Planning In 2019 By Seth R. Kaplan, Esq., Gunster, Yoakley & Stewart, P.A., Boca Raton, Florida
Practice Corner: Real Property Division - Affidavits of Diligent Search and Inquiry Prepared by J. Christopher Barr, Esq. Bryant, Higby, & Barr, Panama City, Florida
Practice Corner: Probate and Trust Division - Planning Considerations For Making Charitable Gifts Of S Corporation Stock By Denise B. Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida
Interview With Yoshi Smith By Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida and Yoshimi O. Smith, Beller Smith, P.L., Boca Raton, Florida
Probate And Trust Case Summaries Prepared by Samah T. Abukhodeir, Esq. The Florida Probate & Family Law Firm, Coral Gables, Florida State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Real Property Case Summaries Prepared by Gabrielle Jackson-Gelfand & Arpe, P.A., West Palm Beach, Florida
Vol. XXXX, No.3 Spring 2019 Actionline
Chair’s Column: Success Requires Planning; It Does Not Just Happen By Debra Lynn Boje
Letter From The Co-Editors-In-Chief By Jeff Baskies and Michael Bedke
A Tribute To Andrew M. O'Malley By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Solidifying Liquidated Damages With Specific Performance By Matthew Meyer, Esq., Ansa Assuncao LLP, Tampa, Florida
Bad RAPutation: How The Rule Against Perpetuities Affects Non- Judicial Modification Of Trusts Under Fla. Stat. § 736.0412 By Lisa H. Lipman, Esq., Roetzel & Andress, Naples, Florida
How Much Is A Guaranty Worth? A Fresh Perspective By Matthew Kramer, Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC, Miami, Florida
Waiver Of The Spousal Devise Restriction Under New Fla. Stat. § 732.7025 By Joseph J. Tschida, WFG National Title Insurance Company, Lake Mary, Florida
Proceed With Caution: Waiver Of Spousal Homestead Devise Restriction By Deed By Angela K. Santos, Duane Morris LLP and Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida
Political Roundup: Florida’s New Leaders Take the Helm By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida
Section Spotlight: Tallahassee Bar Association Chili Cook-off By Vinette Godelia, Esq., Hopping Green & Sams, P.A., Tallahassee, Florida
PHOTOS: RPPTL Section Executive Council Meeting
Roundtable Real Property Division Prepared by Jaqueline Peregrin, Esq., Naples, Florida
Roundtable Probate And Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida
Demystifying The Code Of The Fair Housing Act And Its Applicability To Assistance Animals By Michelle Gomez Hinden, Esq., Nishad Kahn, P.L., Orlando, Florida
Disputes Over Possession Of A Decedent’s Body At Death By Brandan J. Pratt, Esq., and Jennifer L. Fox, Esq., Huth, Pratt,and Milhauser, Boca Raton, Florida
Practice Corner: Probate And Trust Division By Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Miami, Florida
Practice Corner: Real Property Division By Gabrielle Jackson, Esq. Gelfand & Arpe, P.A., West Palm Beach, Florida
Probate and Trust Case Summaries Prepared by Denise B. Cazobon, Esq. Dunwody, White & Landon, P.A., Naples, Florida
Real Property Case Summaries Prepared by J. Christopher Barr – Bryant, Higby, & Barr, Panama City, Florida
Construction Case Summaries By Greg K. Demers, Esq., Ball Janik LLP, Orlando, Florida
Vol. XXXX, No.2 Winter 2018 Actionline
Chair's Column by Debra Lynn Boje
Letter From The Co-Editors-In-Chief Drafting Lease Renewal Rents Without Prescience By Martin A. Schwartz, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida
Death, Probate And Due Process: Do The Notice Requirements Under The Florida Probate Code And Rules Pass Constitutional Muster? By Adrian P. Thomas, Esq., Michele M. Thomas, Esq., and Daniel A. McGowan, Esq., Adrian Philip Thomas, P.A. in Fort Lauderdale, Florida
An Insider’s Perspective On Navigating The Florida DBPR Regulatory And Professional Boards By Christopher M. Cobb, Esq., Jimerson & Cobb, P.A., Jacksonville, Florida
Veteran Owned And Service Disabled Veteran Owned Small Business Joint Ventures: Winning The Regulatory War By Y. Lisa Colon, Esq., Smith Currie & Hancock, LLP, Fort Lauderdale, Florida
Introducing the RPPTL Practice Series!
Tax Advantages of Synthetic Leases By Steven M. Chamberlain, Esq., Ocala, Florida
Qualified Opportunity Zones Explained By Keith C. Durkin, Esq., Baker Hostetler, Orlando, Florida
The Midterm Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida
Section Spotlight: South Florida Legal Mentoring Picnic, Palm, Florida Photos Anabella Barboza, Esq., Barboza Law & Associates, P.A., Ft. Lauderdale, Florida
RPPTL Section Takes On Rome By Erin Farrington Finlen, Esq., The Kelley Law Firm, P.L., Ft. Lauderdale, FL
Roundtable Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida
Understanding The Underworld Of Business Identity Theft And Florida’s Recent Efforts To Protect Against Fraudulent Business Filings By Brian W. Hoffman, Esq., Carver, Darden, Koretzky, Tessier, Finn, Blossman & Areaux, LLC, Pensacola, Florida
The Real Party In Interest: Trustees By Cady L. Huss, Esq., Spivey & Fallon, P.A., Sarasota, Florida, and Elizabeth M. Hughes, Esq., Greenspoon Marder, Miami, Florida
Practice Corner: Real Property Division - E-Signatures And The Statute Of Frauds By J. Christopher Barr, Esq., Bryant, Higby & Barr, Chartered, Panama City Beach, Florida
Practice Corner: Probate and Trust Division - Revisiting Beneficiary
Designations After Divorce By Denise Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida
Probate And Trust Case Summaries Prepared by Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Coral Gables, Florida
Real Property Case Summaries Prepared by Gabrielle Jackson - Gelfand & Arpe, P.A., West Palm Beach, Florida
State Tax Case Summaries Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Vol. XXXX, No. 1 Fall 2018 Actionline
A Potential New Safe Harbor For Florida Trustees: Advance Notice Of Proposed Trustee Action By J. Grier Pressly III, Esq. and John “Randy” Randolph, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida
Take it Or Leave It – FR/BAR As-Is Contract Is Straightforward And Enforceable By Jason Ellison, Esq. and Paige Baker, Esq., Ellison | Lazenby, St. Petersburg, Florida
How I Learned To Stop Worrying And Love The ILIT By Scott Johns, Esq., Doane, & Doane, P.A., North Palm Beach, Florida
An Overview Of REIT Qualification Requirements And Common Structures By Arkadiy (Eric) Green, CPA and David R. Shanks, Esq. LL.M., Boca Raton, Florida
Delayed Discovery Doctrine: How Long Does A Litigant Have To Bring An Undue Influence Claim? By Stacy B. Rubel, Esq., The Virgil Law Firm, Coral Gables, Florida
Political Roundup: The Table is Set for November Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida
Photo Contest Winners RPPTL Section Executive Council Meeting Photos
Section Spotlight: Congratulations To The 2017-2018 Awards Recipients By Mike Bedke, Esq., DLA Piper, LLP, Tampa, Florida
Roundtable: Real Property Division Prepared by Jennifer Bloodworth, Esq., Winter Park, Florida
Roundtable: Probate and Trust Division By Eamonn Gunther, Esq., Boca Raton, Florida
Synthetic Debt Is Better Than Convertible Notes For Startup Investors By Steven M. Chamberlain, Esq., Ocala, Florida
Practice Corner: Probate and Trust Division: Solutions To Hazards Of Heir Property II By Jami Coleman, Esq., Williams & Coleman P.A., Tallahassee, Florida
Practice Corner: Real Property Division: Hedge Your Tax Deed Bets: Confirm Notice and State Your Claims By Jacqueline J. Peregrin, Esq., Peregrin Law Firm, P.A., Naples, Florida
Practice Pointers: Estate Planning Best Practices By Henri Bardhi, Esq. and Debra A. Faulkner, Esq., Burke Faulkner Law, P.A., Tampa, Florida
Sales Tax Basics For Construction Lawyers By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida
Probate and Trust Case Summaries Prepared by Lian de la Riva Esq. - Markowitz, Ringel, Trusty & Hartog, Miami, FL
Real Property Case Summaries Prepared by Daniel L. McDermott – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida
State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Fort Lauderdale, Florida
The Florida Bar Wm. Reece Smith, Jr. Leadership Academy
Vol. XXXIX, No. 4 – Summer 2018
Chair’s Column - ALMs – The Section’s Emissaries By Andrew M. O'Malley Section Chair, 2017- 2018
Take-Two: Legislature Amends Florida’s Construction Statute Of Limitations And Repose Again In 2018 By Wm. Cary Wright, Esq., Jaret J. Fuente, Esq., Katherine L. Heckert, Esq. and Monica L. Strady, Esq., Carlton Fields, Tampa, Florida
Heads I Win, Tails I Break Even: The Design, Funding & Administration Of Grantor Retained Annuity Trusts By Louis Nostro and Alexander Nostro, Nostro Jones, P.A., Coral Gables, Florida
Navigating A Foreclosure Title Commitment By Richard S. McIver, Esq., Kass Shuler, P.A., Tampa, Florida and Joseph J. Tschida, V.P. WFG National Title Insurance Company, Lake Mary, Florida
Navigating The Murky Waters Of I.R.C. §199A By John F. DeStefano and Nathan R. Brown, Proskauer Rose LLP, Boca Raton, Florida
Arbitrator Control Of Counsel By Larry R. Leiby, Esq., Malka & Kravitz, PA, Fort Lauderdale, Florida
A Comparative Study Of The “Joint Spousal LLC” By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida
PACE Financing Traps For The Unwary By Nicole M. Villarroel, Esq., Hackleman, Olive & Judd, P.A., Fort Lauderdale, Florida
Section Spotlight - RPPTL Fellowship: ActionLine Interview With Former Section Fellow, Stacy Rubel By Jeffrey A. Baskies, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida and Stacy Rubel, The Virgil Law Firm, Coral Gables, Florida
RPPTL Section Executive Council Meeting, St. Augustine, FL Photos
Roundtable Real Property Division Prepared by Jennifer Bloodworth, Esq., Winter Park, Florida
Roundtable Probate And Trust Division By Hung V. Nguyen, Esq., Coral Gables, Florida
Making The Most Of The First Planning Appointment: How To Cut To The Client Chase By Carla A. DeLoach, Esq. and Jordan DeLoach, Esq. Hurlburt, DeLoach, P.L., Orlando, Florida
Political Roundup: State Politics And 2018 Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida
Practice Corner: Real Property Division - Partitioning Out Attorney’s Fees By Jami Coleman, Esq., Williams & Coleman P.A., Tallahassee, Florida
Practice Corner: Probate and Trust Division - The Attorney-Client Privilege Is Alive And Well, Hallelujah! By Lian de la Riva, Esq., Markowitz, Ringel, Trusty and Hartog, Miami, Florida
Probate And Trust Case Summaries Real Property Case Summaries Prepared by Daniel L. McDermott, Esq. – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida
Real Property Case Summaries Prepared by Jacqueline J. Peregrin, Esq., Peregrin Law Firm, PA, Naples, Florida
Construction Law Case Summaries By Greg K. Demers, Esq., Ball Janik LLP, Orlando, Florida
Vol. XXXIX, No. 3 – Spring 2018
Chair's Column: Building The Section Through The Membership And Inclusion Committee By Andrew M. O'Malley
Letter From The Editors Tax Cuts And Jobs Act Creates Unique Planning Opportunity For Wealthy Clients By Elizabeth A. Bowers, Esq., Gunster, Yoakley, & Stewart, P.A., West Palm Beach, FL
What Goes Up Must Come Down: Estate Planning With The Current Exclusion, While We Still Have It By David Spacht, Esq., Pryor Cashiman, LLP, New York, New York
The 20% Tax Deduction For Pass-Through Entities Explained By Keith C. Durkin, Esq., Broad and Cassel, Orlando, Florida
Possible Estate Planning Strategies Arising From The Tax Cuts and Jobs Act By Jerome L. Wolf, Esq., and Jeffrey A. Baskies, Esq.,Katz Baskies & Wolf, PLLC, Boca Raton, Florida
Charitable Planning Under the New Tax Plan By Lisa H. Lipman, Esq., Roetzel & Andress, Naples, Florida
Statewide Online Access To Courts For Parents Caring For Disabled Children By Joseph P. George, Jr., Esq., P.A., Miami, Florida
SECTION SPOTLIGHT: The Internet Of Things By Mike Bedke, Esq., DLA Piper LLP, Tampa, Florida
E-recording: All The Cool Clerks Are Doing It! By Sabine Seidel, Esq., Westcor Land Title Insurance Company, Maitland, Florida
RPPTL Section Out-of-State Executive Council Meeting Boston, Massachusetts By Scott P. Pence, Esq., Carlton Fields, Tampa, FL and Alison B. Wright, Tampa, FL
Out-Of-State Executive Council Meeting, Boston, MA Photos
RPPTL Section Executive Council Meeting, Naples, FL Photos
Roundtable: Probate and Trust Division By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida
Roundtable: Real Property Division By Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida
Political Roundup: State Politics And The 2018 Legislative Session By Cari L. Roth, Esq., Dean, Mead & Dunbar, P.A., Tallahassee, Florida
Choices In Using Arbitration By Larry R. Leiby, Esq., Malka & Kravitz, P.A., Fort Lauderdale, Florida
Practice Corner: Real Property Division - Abandoning The Paper Chase: Mobile Home Title Retirement By Jacqueline J. Peregrin, Esq., Peregrin Law Firm, P.A., Naples, Florida
Practice Corner: Probate and Trust Division - Litigators Beware: The Need To Challenge Facially Valid Previous Wills In Revocation Proceedings, Even If Not Offered To Probate By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida
Notice Of A Claim Pursuant To Florida’s Pre-Suit Notice Of Construction Defect Statute, Chapter 558, May Trigger An Insurer’s Duty To Defend By Wm. Cary Wright, Esq., Jaret J. Fuente, Esq., and Michael G. Rothfeldt, Esq., Carlton Fields, Tampa, Florida
Who Knew? The Misplaced Use Of “Time Is Of The Essence” Clauses In Construction Contracts By Steven B. Lesser, Esq. and Jonathan D. Silver Esq., Becker & Poliakoff, P.A., Fort Lauderdale, Florida
Real Property Case Summaries By Lian de la Riva, Esq., Palmer, Palmer and Mangiero, Miami, Florida
Probate and Trust Case Summaries By Jami Coleman, Esq., Williams & Coleman, P.A., Tallahassee, Florida
Winslow vs. Deck Case Summary By Brandan J Pratt, Esq. and Jennifer L. Fox, Esq., Huth, Pratt, Milhauser, Boca Raton, Florida
Vol. XXXIX, No. 1 – Winter 2017-2018
Chair's Column: Fellows Plot The Path To The Future By Andrew M. O'Malley
Letter From The Editors Estate Of Powell: The Service Wins The Latest Round, But Did It Land A Significant Blow? By Douglas J. Elmore, Esq.,Williams Parker Harrison Dietz & Getzen, Sarasota, Florida
Legislation To Reduce Business Rent Tax Prevails By Arthur J. Menor, Esq., Shutts & Bowen, LLP, West Palm Beach, Florida
Specific Considerations In Trust And Estate Mediations By Amy B. Beller, Esq., Beller Smith Attorneys at Law, Boca Raton, Florida
Determining Reasonableness Of Attorney's Fees And Costs In Probate And Trust Proceedings By Brandan J. Pratt, Esq., CFP® and Jennifer L. Fox, Esq., Huth, Pratt & Milhouser, Boca Raton, Florida
A Practical Guide To Florida's Construction Statute Of Repose After 2017 Legislative Changes By Bret M. Feldman, Esq., Phelps Dunbar LLP, Tampa, Florida
Section Spotlight: Winded: A Legal Career Is Not A Sprint By Aislynn Thomas-McDonald, Esq., Hershoff Lupino & Yagel, LLP, Maimi, Florida
Must A Commercial Landlord Consent To A Lease Assignment? By Matthew R. Chait, Esq., Shutts & Bowen LLP, West Palm Beach, Florida
RPPTL Section Executive Council Meeting Photos
Roundtable: Real Property Division Prepared by Colleen Coffield Sachs, Santa Rosa Beach, Florida
Roundtable: Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida
Why Not Become Board Certified? By R. Lynn Lovejoy, Esq., Attorneys’ Title Fund Services, LLC, Pensacola, Florida
Political Roundup: State Politics Heat Up In Preparation For The 2018 Elections By Cari L. Roth, Dean, Mead & Dunbar, P.A., Tallahassee, Florida
The Fourth Annual Miami-Dade County Public School Legal Initiative By Kymberlee Curry Smith, Esq., Kymberlee Curry Smith, P.A., Pembroke Pines, Florida
Practice Corner: Probate and Trust Division - Hazards Of Heir Property By Jami Coleman, Esq., Williams & Coleman, P.A., Tallahassee, Florida
Practice Corner: Real Property Division - Powers Of Attorney: Knowledge Is Power By Lian de la Riva, Esq., Palmer, Palmer and Mangiero, Miami, Florida
Probate And Trust Case Summaries Prepared by Daniel L. McDermott – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida
State Tax Case Summaries Prepared by Barbara Landau, Esq. Associate Professor of Taxation at Nova Southeastern University, Ft. Lauderdale, Florida
Vol. XXXIX, No. 1 - Fall 2017
Chair's Column: A Tradition Of Duty And Service To The Public By Andrew M. O'Malley Section Chair, 2017- 2018
Letter From The Editors
A Tribute To Deborah Packer Goodall By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Real Estate Valuation In Construction Defects Litigation: Additional Roles For The Appraiser And New Valuation Methods By Grant W. Austin, M.S., MAI, CMRS, American Valuation, Inc., Orlando, Florida
Tax Apportionment Issues When Drafting For Blended Families By Stacey Prince-Troutman, Esq., Broad and Cassel, LLP, Orlando, Florida
Title Problems Third Party Purchasers Face At Foreclosure Auctions By Jordana Sarrell, Esq., Sarrell, Sarrell & Bender, P.L., Boca Raton, Florida
Friends Of The Section—2017 Legislative Session By Brittany O. Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Changes From The 2017 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
But It Wasn’t My Fault! IRS Penalties On Attorneys Acting As FIRPTA Withholding Agents By Michael A. Lampert, Esq., Michael A. Lampert, P.A., West Palm Beach, Florida
Section Spotlight: Congratulations To The 2016-2017 Awards Recipients
Roundtable Real Property Division Prepared by Anne Pollack, Tampa, Florida
Roundtable Probate and Trust Division Prepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida
Practice Corner: Probate and Trust Division: Tax Filing Update By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida
Practice Corner: Real Property Division: Preserving Future Rents In A Commercial Lease By Scott M. Work, Esq., Clark Partington, Destin, Florida
Arbitration Clauses In Construction Contracts: Not A One-Size-Fits-All Solution By Randy Dow, Esq., Boyd & Jenerette, P.A., Coconut Creek, Florida
Probate And Trust Case Summaries Prepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida
Real Property Case Summaries Prepared by Amber Ashton, Esq., DSK Law, Tampa, Florida
Vol. XXXVIII, No. 4 - Summer 2017
Chair's Column: The RPPTL Family By Deborah Goodall Section Chair, 2016- 2017
Piercing The Homestead Veil By Michael V. Hargett, Esq., Barnett, Bolt, Kirkwood, Long & Koche, P.A., Tampa, Florida and T. Bradford Petrino, Esq., Korshak & Associates, P.A., Casselberry, Florida
Documenting With Drones: Practical Implications Of Multiple Tiers Of Regulation By Mariela Malfeld, Esq., Watt, Tieder, Hoffar & Fitzgerald L.L.P., Miami, Florida
I’m Still Standing: Revocable Trusts—Do Beneficiaries Have Standing To Assert Claims Against Trustees? By Matthew Rochman, Esq., and Jonathan A. Galler, Esq., Proskauer Rose LLP, Boca Raton, Florida
Navigating The Regulatory Maze Of Private Lending By Christopher Finley, Esq., The Law Offices of Christopher Finley P.L., Delray Beach, Florida
Practice Corner: Out To Pasture: Estate Planning For Horses By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida
Practice Corner: Don’t Let The Mailbox Rule Box You Out By Amber Ashton, Esq., DSK Law Firm, Orlando, Florida
Exploring The Limited Of Parens Patriae From Two Recent Guardianship Cases By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida
RPPTL Section Executive Council Meeting The Westin Resort And Marina, Key West By Erin H. Christy, Esq., Willams Parker Harrison Dietz & Getzen, Sarasota, Florida
The RPPTL Visits Austin, Texas Joining With Locals To Keep Austin Weird By Silvia R. Rojas, Esq., Attorneys’ Title Fund Services, Miami, FL
Roundtable Real Property Division Prepared by Jennifer Jones Bloodworth, Esq., Winter Park, Florida
Roundtable Probate and Trust Division Prepared by Eamonn Gunther, Esq. Boca Raton, Florida
The New 2016 ALTA Commitment With Florida Modifications: Expressing The Limitations On Liability By Christopher Smart, Esq., Carlton Fields, Tampa
Florida Domestication Statutes And Good Title For Real Estate: A Trap For the Unwary By Leslie A. Share, Esq. and Shawn P. Wolf, Esq., Packman, Neuwahl & Rosenberg, Miami, Florida
Technology And Florida Real Estate (Introducing New Technology To An Established Industry) By Louis P. Archambault, Esq., Arnstein & Lehr, LLP, Miami, Florida
A Primer On Dementia For Legal Professionals By Andrew K. Fein, Esq., Minerley Fein, P.A., Boca Raton, Florida
Real Property Case Summaries Prepared by Scott M. Work, Esq., Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida
Vol. XXXVIII, No. 3 - Spring 2017
Chair's Column: Generosity Of Spirit By Deborah Goodall
No Free House: Bartram v. U.S. Bank By David W. Rodstein, Esq., Rodstein Law, Tamarac, Florida
Attorneys Face Difficult Ethical Challenges In Trying To Protect Clients From Financial Elder Abuse/Exploitation By Barry A. Nelson and Cassandra Nelson, Nelson & Nelson, P.A., North Miami Beach, Florida
Community Association Board Members Can Be Considered Limited Purpose Public Figures In Defamation Cases By Howard J. Perl, Esq., Becker & Poliakoff, Fort Lauderdale, Florida
An Explanation Of The Escheat And Unclaimed Funds Process And Procedure By Jacqueline I. Kurland, Esq., Assistant Attorney General, State of Florida - Office of the Attorney General, Fort Lauderdale, Florida
Brushing Up On The Lis Pendens Bond, A Powerful Tool For The Property Holder In A Real Property Dispute By Dane R. Ullian, Esq., Gould Cooksey Fennell, P.A., Vero Beach, Florida
Practice Corner: New Annual Reporting For Foreign-Owned Disregarded Entities By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida
Practice Corner: Applying The Marketable Record Title Act By Scott M. Work, Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida RPPTL Section Executive Council Meeting The Walt Disney Board Walk Inn, Orlando, Florida
Roundtable Real Property Division Prepared by Jennifer Jones Bloodworth, Esq., Winter Park, Florida Roundtable Probate and Trust Division Prepared by Gail Fagan, Esq. Sarasota, Florida
IRS Issues Welcome Guidance On Portability Planning By Rose Wilson, Esq., Buchanan Ingersoll & Rooney, P.C., Tampa, Florida
Out Of The Frying Pan Into The Fire: Sales Tax Consequences Of Related Party Rentals By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini P.A., Fort Lauderdale, Florida
Sebo v. American Home Assurance Company: The Florida Supreme Court Confirms Application Of The Concurrent Cause Doctrine When A Loss Is Caused By Multiple Independent Perils By Sean A. Mickley, Esq., Gould Cooksey Fennell, P.A., Vero Beach, Florida
Membership And Inclusion Committee Outreach And Events: May Through November 2016 By Douglas G. Christy, Esq., Becker & Poliakoff, P.A.
Can You Imagine? Notarization By Skype? By Patricia J. Hancock, Esq., Fidelity National Title Group, Maitland, Florida
Probate And Trust Case Summaries Prepared by Prepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida
Vol. XXXVIII, No. 2 - Winter 2017
Chair's Column: Realistic Optimism: Prepare For The Worst And Hope For The BestBy Deborah Goodall
Weaving Around The Thorny Branches Of Dual Community Association MembershipBy D. Michael Arendall, Esq., Zinzow Law, LLC, Palm Harbor, Florida
A Primer On Taxation Considerations In Structuring Real Estate HoldingsBy Debbie Faulkner, Esq., Burke Faulkner Law, P.A., Palm Harbor, Florida
Governing Law For Dispositions Of Florida Real Property By Non-Resident DecedentsBy Patrick F. Mize, Esq. Woods, Weidenmiller, Michetti, Rudnick & Galbraith PLLC, Naples, Florida
Is Your Defective Work Covered? – Treatment Of “Rip And Tear” Coverage– Treatment Of “Rip And Tear” CoverageBy Mark A. Boyle, Esq. and Amanda K. Anderson, Esq., Boyle & Leonard, P.A., Fort Myers and Tampa, Florida
Using A Home’s Warranty To Compel Arbitration Of Statutory Claims By Initial Home Purchasers, Subsequent Purchasers, And Homeowners’ AssociationsBy Michael G. Rothfeldt, Esq., Carlton Fields, Tampa, Florida
Paying A Trustee’s Attorney’s Fees In Breach Of Trust ActionsA Practitioner’s Roadmap Through Section 736.0802(10)By Matthew Triggs and Jonathan A. Galler, Proskauer Rose LLP, Boca Raton, Florida
RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 28 – July 30, 2016By Erin H. Christy, Esq., Sarasota, Florida
RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 28-30, 2016
Roundtable Real Property DivisionPrepared by Anne Pollack, Esq., Tampa, Florida
Roundtable Probate and Trust DivisionPrepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida
Settlements Involving MinorsBy Elizabeth M. Hughes, Esq., The Nguyen Law Firm, Coral Gables, Florida
The Florida Digital Assets Act – Ethical Issues In Representing Spouses In The Brave New Digital WorldBy J. Eric Virgil, Esq., The Virgil Law Firm, Coral Gables, Florida and Michael S. Singer, Esq. and Marjorie E. Gallagher, Esq., Comiter, Singer,Baseman & Braun, Palm Beach Gardens, Florida
Practice Corner: Achieving Code ComplianceBy Amber Ashton, Esq., DeBeaubien Knight Simmons Mantzaris & Neal LLP, Orlando, Florida
Practice Corner: Pre-Immigration Income Tax Planning: Don’t Leave Home Without ItBy Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida
Probate And Trust Case SummariesPrepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida
Real Property Summaries Case SummariesPrepared by Scott M. Work, Esq. Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida
What's Happening Within the Section
Vol. XXXVIII, No. 1 - Fall 2016
Chair's Column: Gratitude By Deborah Goodall
Is The Fraud Disclaimer Clause In Your Contract Enforceable? Billington Gives Us The Answer By Manuel Farach, McGlinchey Stafford, Fort Lauderdale, Florida
Changes From The 2016 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
End of Year Planning In 2016: Gifting To Offshore Self-Settled Spendthrift Trusts By Jerome L. Wolf, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida
Major Developments With Estate Tax Lien Releases By Laird A. Lile, Lile & Hayes, PLLC, Naples, Florida
Florida Fiduciary Access To Digital Assets Act “The 411” What You Should Know By Sasha A. Klein, Sabadell United Bank, Palm Beach, Florida
RPPTL Section Executive Council Meeting Loews Portofino Bay Hotel, Orlando By Erin H. Christy, Esq., Williams Parker, Sarasota, Florida
Executive Council Meeting Loews Portofino Bay Hotel, Orlando, June 1-5, 2016
Probate And Trust Division Roundtable Prepared by Gail Fagan Esq., Sarasota, Florida
Real Property Division Roundtable Prepared by Anne Pollack Esq., Tampa, Florida
FinCEN’s GTO Expanded And Extended By Margaret (Peggy) Williams, Attorneys’ Title Fund Services, LLC, as a member of the FinCEN GTO Subcommittee of the Problems Study Committee
A Tribute To Michael J. Gelfand By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Friends Of The Section 2016 Regular Legislative Session By Brittany O. Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Fear Not—All May Not Be Lost (or Removed) If The Landlord Can Obtain A Distress Writ By Matthew Sackel, Shutts & Bowen, LLP, West Palm Beach, Florida
Practice Corner: Leasing Rules And Pitfalls For Buyers Of Residential Real Estate Prepared by Christopher A. Sajdera, Sajdera Kim, PLLC, Boca Raton, Florida
Practice Corner: If You Aren’t Properly e-Serving Your §57.105 Motion, It May Not Be Enforceable By Jennifer L. Grosso, Esq., Bentley & Bruning, P.A., Sarasota, Florida
Probate And Trust Case Summaries Prepared by Jennifer L. Grosso, Esq., Bentley & Bruning, P.A., Sarasota, Florida
Real Estate Case Summaries Prepared by Christopher A. Sajdera, Sajdera Kim, PL, Boca Raton, Florida
Vol. XXXVII, No 4 - Summer 2016
Chair’s Message: RPPTLS Mutate By Michael Gelfand
Is it Time to Expand Florida’s Slayer Statute? By Jeffrey A. Baskies and Justin M. Savioli, Katz Baskies & Wolf PLLC, Boca Raton, Florida
Tortious Interference with an Expectancy Plus The Wrongful Act Doctrine Equals Attorneys’ Fees for Probate Litigants By Andrew K. Fein, B.C.S., Minerley Fein, P.A., Boca Raton, Florida
A Lawyer’s Obligation to Protect Confidential Client Information in the Digital Age By Ryan J. McConnell, Esq. of Jones Foster Johnston & Stubbs, P.A West Palm Beach, Florida
What Happens to the Rent After Exercise of a Lease Purchase Option? By John B. Neukamm, Esq., Mechanik Nuccio Hearne & Wester, P.A., Tampa, Florida
Is a Building a Product? Tiara and the Economic Loss Rule from Past to Present By Jared E. Smith, Esq. and Dara L. Jebrock, Esq., Rumberger Kirk & Caldwell, P.A.
RPPTL Section to Provide “No Place Like Home” Program
RPPTL Section Executive Council Meeting - February 24-28, 2016 By Erin H. Christy, Esq., Williams Parker, Sarasota, Florida
RPPTL Section Executive Council Meeting PHOTOS
Roundtables Prepared by Jennifer Jones Bloodworth, Esq., Winter Park, Florida, and Eamonn Gunther, Esq., Boca Raton, Florida
The Engagement Letter and the Residential Real Estate Attorney By Scott A. Marcus, Becker & Poliakoff, P.A., Fort Lauderdale, Florida
2016-2018 Class of Fellows By: E. Ashley McRae, Ben Diamond and Joshua Rosenberg
Complying with FinCEN’s Geographic Targeting Order in Miami-Dade County By Margaret (Peggy) Williams, Risk Manager, Attorneys’ Title Fund Services, LLC,as a member of the FinCEN GTO Subcommittee of the Problems Study Committee of the Real Property, Probate & Trust Law Section of the Florida Bar
Membership and Inclusion Committee Law School Outreach and Events By Douglas Christy, Membership & Inclusion Committee, Outreach Law School Program
Practice Corner: Pleading and Proving a Reformation Case By Bridget M. Friedman, Friedman & Friedman, P.A., Lake Mary, Florida
Practice Corner: Estate Planners - Are You Planning for the Post-Death Fight? By Stacy B. Rubel, Chepenik Trushin LLP, North Miami, FL
Real Estate Case Summaries Prepared by Bridget M. Friedman, Esq., Friedman & Friedman, P.A. Lake Mary, Florida
Probate Case Summaries Prepared by Stacy B. Rubel, Esq., Chepenik Trushin LLP, North Miami, Florida
Vol. XXXVII, No 3 Spring 2016
Chair’s Column: Our Mission By Michael Gelfand
The Construction Lawyer’s Guide To Chapter 558, Florida Statutes: A Practical Checklist By Steven B. Lesser, Esq. and Michele C. Ammendola, Esq. Becker & Poliakoff, P.A., Fort Lauderdale, Florida
Gasparilla RPPTLs Drew O’Malley, Deb Boje, Darby Jones and John Neukamm enjoying the 112th Gasparilla Parade Saturday, January 30, in Tampa
Material Alteration or Necessary Maintenance: a Condo Quandary By Daniel J. Lobeck, Esq., Law Offices of Lobeck & Hanson, P.A., Sarasota, Florida
Can Johnson v. Davis Rights Be Waived? By Nicholas J. Taldone, Esq., New Port Richey, Florida
Let’s Be Clear – Not all Liens Survive a Tax Deed Sale By Paul A. Krasker, Esq. and Megan F. Schmidt, Esq., Clear To Sell, LLP, West Palm Beach, Florida
Getting Family Help When Representing the Disabled or Diminished Client: The Ethical Questions By Lawrence J. Miller and Sean M. Lebowitz, Boca Raton, Florida
RPPTL Section Executive Council Meeting Boca Raton Resort & Club, Boca Raton November 11 – November 14, 2015 By Erin H. Christy, Esq., Williams Parker, Sarasota, Florida
RPPTL Section Executive Council Meeting,Boca Raton Resort and Club - November 11-15, 2015
Roundtables Prepared by Jennifer Anne Pollack., Esq., Tampa, Florida, and Eamonn Gunther, Esq., Boca Raton, Florida
Injury is Nearly a Fact, While Rip and Tear is No Longer a Wild Card By Erin E. Banks, Esq., and J. Derek Kantaskas, Esq., Carlton Fields, Tampa, Florida
Florida Fair Foreclosure Act – Legislative Attempt To Expedite Foreclosure Proceedings By Arlene C. Udick, Esq., The Villages, Florida* on behalf of the Real Property Litigation Committee
Another Amazing RPPTL Event Inspiring the Next Generation of Lawyers
Florida Bar Board Certification Dates To Remember
Practice Corner: Witnesses and a Notary are not Necessary for the Execution of a Florida Irrevocable Trust (but why would you do this?) By Michael A. Sneeringer, Esq., Akerman LLP, Naples, Florida
Pratice Corner: What to do When you Discover an Error in a Recorded Deed? By Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida
Real Estate Case Summaries Prepared by Christopher A. Sajdera, Partner, Sajdera Morris, PL Boca Raton, FL
Probate Case Summaries Probate Case Summaries Prepared by Jennifer L. Grosso, Esq., Williams, Parker, Harrison, Dietz & Getzen, P.A., Sarasota, Florida
What’s Happening Within the Section...
Actionline Bulletin
Vol. XXXVII, No 2 Winter 2015
Chair’s Column: Why Berlin? By Michael Gelfand
Jax Utities v. Hancock Bank: Equitable Remedies No More? By Sean A. Mickley, Esq., Gould Cooksey Fennell, Vero Beach, Florida
Who Will Delete You? Fiduciary Access to Digital Assets By Sasha A. Klein, J.D., LL.M.,Director of Trusts and Wealth Services at Sabadell Bank & Trust, Palm Beach, Florida
2015 Legislative Changes to Chapter 558 By Sanjay Kurian, Esq., Becker & Poliakoff, Ft. Myers, Florida
E-Recording: The Next Step in Legal Technology By Amber Ashton, Esq., Tampa, Florida
Can I Have My Deposit Back? By Arthur J. Menor, Esq. and Elizabeth M. Jones, Esq.,Shutts & Bowen LLP, West Palm Beach, Florida
The Meaning of “Of Counsel”: Do We Know It When We See It? By Lawrence J. Miller - Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton
RPPTL Section Travels to Berlin Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida
RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 30 – August 1, 2015 By Erin H. Christy, Esq., Sarasota, Florida
Photos: RPPTL Section Executive Council Meeting, The Breakers, Palm Beach, Florida July 30 - August 1, 2015
Photos: RPPTL Section Executive Council Meeting, The Ritz Carlton, Berlin, Germany September 30 – October 4, 2015
Roundtables Prepared by Jennifer Jones Bloodworth., Esq., Winter Park, Florida, and Jeffrey A. Baskies, Esq., Boca Raton, Florida
“What Is Your Authority?” -- The Answer Is Found In the Revisions to Section 49.31, Florida Statutes By Roland D. Waller, Esq., Waller & Mitchell, New Port Richey, Florida Michael A. Bedke, Esq., DLA Piper LLP, Tampa, Florida
Spotlight on the Fellows By E. Ashley McRae, Chair; Benjamin Diamond, Co-Chair; Joshua Rosenberg, Co-Chair
Reptiles Strike Again! Report on the RPPTL Section’s Law School Outreach Program By Annabella Barboza, Esq.,Phelan Hallinan Diamond & Jones, PLLC, Fort Lauderdale, Florida
2015 Kozyak Minority Mentoring Picnic
Ninth Annual Construction Law Institute Set for March 10-12, 2016
Practice Corner: Reasonably Ascertainable Creditors in Probate By Stacy B. Rubel, Esq., North Miami, Florida
Practice Corner: Forum Selection Clauses By Bridget M. Friedman, Esq.,Friedman & Friedman, P.A.
Real Estate Case Summaries Prepared by Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida
Probate Case Summaries Prepared by T. John Costello, Jr. – Wollman, Gehrke & Solomon, P.A., Naples, Florida
Vol. XXXVII, No 1 Fall 2015
Chair’s Column: May You Live in Interesting Times! By Michael Gelfand
Changes from the 2015 Legislative Sessions By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2015 Legislative Session By Brittany O’Connor Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida
Condominium Terminations Updated By Alex Dobrev, Esq., of Lowndes, Drosdick, Doster, Kantor & Reed, P.A., Orlando, Florida; Steven H. Mezer, Esq., of Becker & Poliakoff, Tampa, Florida; and Christopher N. Davies, Esq., of Cohen & Grigsby, P.C., Naples, Florida
Updating Florida’s Uniform Transfers to Minors Act By Keith B. Braun, Esq., Comiter, Singer, Baseman & Braun, LLP Palm Beach Gardens, Florida
Eviction of a Commercial Tenant Does Not Preclude the Landlord’s Ability to Accelerate Rent By Matthew S. Sackel, Esq., Shutts & Bowen LLP, West Palm Beach, FL
Review Your Lender Closing Instructions Carefully James C. Russick V.P. Florida State & Gov’t Affairs Counsel Old Republic National Title Insurance Company
New CFPB Disclosure Lets Buyers “Know Before They Owe” …But Will It Really Help Buyers At The Time Of Contract Signing? By G. Thomas Ball, Esq., BakerHostetler, Orlando, Florida
Tangible Personal Property and the Sale of Real Estate: Sales Tax Liability and Other Concerns By Cristofer A. Bennardo, Esq., of Bennardo Levine, LLP, Boca Raton, Florida
RPPTL Section Executive Council Meeting, Fontainebleau,Miami Beach, Florida, June 4 - 7, 2015 By Jane L. Cornett, Esq., Stuart, Florida
Photos: Miami Beach, Florida
Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida
A Tribute to Michael A. Dribin By Jane L. Cornett, Esq., Stuart, Florida
Spotlight on the Homestead Issues Study Committee By Michael A. Sneeringer, Esq., Akerman LLP, Naples, Florida
Changes to the Health Care Surrogate Law By Elizabeth Hughes, Esq., Miami, Florida
Bad Faith Claims in Florida By Sanjay Kurian, Esq., Becker & Poliakoff, P.A., Fort Myers, FL
“Competence” in Technology: The Rules Get a Reboot By Jenna G. Rubin, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida
Landlord Tenant Legislative Update By Arlene C. Udick, Esq., The Villages, Florida
Real Estate Case Summaries Prepared by Melissa N. VanSickle Esq.– Clark, Partington, Hart, Larry, Bond & Stackhouse, Tallahassee, Florida
Probate Case Summaries Prepared by Michael A. Sneeringer Esq.– Akerman LLP, Naples, Florida
Kozyak Minority Mentoring Picnic
Vol. XXXVI, No. 4 Summer 2015
Chair’s Column: A Commentary on the Committees of the RPPTL Section By Michael A. Dribin
The Good, the Bad and the Ugly: Recent Foreclosure Cases Addressing the Business Records Exception to the Hearsay Rule By John W. Little, III, Esq. and E. Ashley McRae, Esq.
A Consummate Lawyer and Leader: Three Awards for Marsha Rydberg Community Association Laws 2062: Electronic Voting, Fines and Sundries By Steven H. Mezer, Esq. and Christopher N. Davies, Esq.
Improvements Made to Florida’s Estate Tax Apportionment Statute By: Keith B. Braun, Esq., David J. Akins, Esq., and Pamela O. Price Esq.
Planning for Second Spouses and First Marriage Children and (Surprisingly) Making Everyone Happy! By Michael A. Sneeringer, Esq.
RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq.,
Photos: The Ritz Carlton, Orlando Roundtables Spotlight on the Construction Law Institute Committee By Jane L. Cornett, Esq.
Is a “Lien Transfer” under Florida Statute §713.24 Still Available to Residential Homeowners? Addressing the Problems Facing Residential Homeowners in Attempting to Transfer a Construction Lien By Michael G. Meyer, Esq.
Florida’s Original Real Estate Law Hornbook – The Uniform Title Standards By Brian W. Hoffman, Esq. and Christopher W. Smart, Esq.
Permitted Or Prohibited Communications With Government:The Continuing Debate Over Rule 4-4.2 By Lawrence J. Miller, Esq.
Promoting Diversity By Stacey A. Prince-Troutman, Esq.
RPPTL Section’s Law School Outreach By Kathrine Lupo, Esq.
Probate Case Summaries by T. John Costello, Jr., Esq.
Real Estate Case Summaries by Julia L. Jennison, Esq.
Vol. XXXVI, No.3 Spring 2015
Chair's Column: Alphabet Soup: ABCs of RPPTL CLE By Michael A. Dribin
Florida’s New Revised Limited Liability Company Act What Real Estate Attorneys Need to Know By James A. Marx, Esq.
So You Think You Know Joint Accounts: A Primer On The Law In Florida By Matthew Triggs and Jessica Zietz
Show or Tell? District Courts in Conflict on Key Requirement for Constructive Service By Bradford Petrino, Esq.
New AAA Alternate Dispute Resolution Procedures In 2014 By Larry R. Leiby, Esq.
The Transition from Book and Page to Instrument Number: The Pros and Cons By Bridget M. Friedman, Esq.
The Value of South Florida Real Estate When A1A is Under Water: Sea Level Rise and Private Property Rights By Julia Jennison, Esq., Kristen King Jaiven, Esq
Undue Influence – Is Failure to Establish a Presumption Fatal? By Sean M. Lebowitz, Esq.
RPPTL Section Executive Council Meeting Naples Grande Beach Resort, Naples, Florida By Jane L. Cornett, Esq.
Photos: RPPTL Section Executive Council Meeting Naples Grande Beach Resort, Naples, Florida Roundtables By Brian M. Malec, Esq.
Spotlight on the Digital Assets and Information Study Committee By Jane L. Cornett, Esq.
Give Me Shelter: The Ethics of Out-of-State Lawyering By Gary M. Kaleita, Alexander Dobrev
Beware of FNMA and FHLMC Guidelines’ Impact on ROFR Provisions Probate Case Summaries By Michael A. Sneeringer
Real Estate Case Summaries By Melissa N. VanSickle, Esq.
Vol XXXVI, No.2 Winter 2014
Chair’s Column: Our Financial Resources From Whence Cometh? To Where Goeth? By Michael A. Dribin
Reptiles Take Over the Windy City By Theo Kypreos, Jones Foster Johnston & Stubbs, P.A., West Palm Beach, Florida
Resolution - Recognizing the Service and Contributions of John Arthur Jones Is a Construction Defect Plaintiff Entitled to Prejudgment Interest for Unrepaired Defects? By Maritza Peña, Esq., Marlow Adler Abrams Newman & Lewis, Coral Gables, Florida
What Attorneys Should Know When Dealing With Client Capacity Issues By Jenna G. Rubin, Esq. Gutter, Chaves, Josepher, Rubin, Forman, Fleisher, Miller P.A. Boca Raton, FL
Check Your Dec—Is Your Right of First Refusal at Risk of Being Refused? By Kathryn Yankowski, Esq., Katz Barron Squitero Faust Friedberg English & Allen, P.A.
Frank Aragona Trust: A Way Around the Imposition of the NII Tax for Trusts? By Matthew Evans, J.D., LL.M., Regions Private Wealth Management, Tampa, Florida
Fellowship Program Open to All Young RPPTL Section Attorneys By Charles Ian Nash, Nash & Kromash, LLP, Melbourne, Florida
Stone v. Stone: Is the Fourth DCA Catching Habeeb? Transfer by Deed does the Job By Robert W. Goldman, Goldman, Felcoski & Stone, P.A., Naples, Florida
RPPTL Section Executive Council Meeting, The Breakers, Palm Beach By Jane L. Cornett, Esq., Stuart, Florida
Photos: The Breakers, Palm Beach Photos: Sofitel Chicago Water Tower Hotel, Chicago, Illinois Roundtables Prepared by Jane L. Cornett, Esq., Stuart, Florida, and Brian M. Malec, Esq., Orlando, Florida
Should I Stay or Should I Go: The Clash of Issues for 401(k) Owners Deciding Whether to Rollover into an IRA Alex Hamrick, Wells Fargo Bank, N.A., Orlando, Florida, and L. Howard Payne, The Payne Law Group, Sarasota, Florida
Florida Realtors/Florida Bar (FR/BAR) Residential Contract Documents Revised By Frederick W. Jones, Esq., Winter Park, FL
Spotlight on the Real Property Finance & Lending Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
The Annual Kozyak Minority Mentoring Picnic was a Huge Success! Real Estate Case Summaries By Kymberlee Curry Smith, Esq. Pembroke Pines, Florida
Probate Case Summaries Prepared by Sean M. Lebowitz, Esq.em>
Eighth Annual Construction Law Institute Set for March 12-14, 2015 What’s Happening Within the Section
Vol XXXVI, No.1 Fall 2014
Chair’s Column: The RPPTL Strategic Planning Committee Creates a Blueprint for the Future By Michael A. Dribin
Florida Enacts Family Trust Company Legislation By Brian M. Malec, Dean Mead P.A., Orlando, Florida and Scott A. Bowman,Proskauer Rose LLP, Boca Raton, Florida
Changes from the 2014 Legislative Session Peter M. Dunbar, Esq., Dean Mead, Tallahassee, Florida
Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2014 Legislature By Ashley E. Gault, Esq., Dean Mead, Tallahassee, Florida
Issues to Consider When Counseling Same-Sex Couples By George D. Karibjanian, Boca Raton, Florida and Jeffrey R. Dollinger, Gainesville, Florida
The Dodd-Frank Act and the Residential Owner-Occupant Purchase Money Mortgage in Favor of Seller Financers By Arlene C. Udick, The Villages, Florida
The Disclosure Dilemma: Navigating the Rules When Confidentiality Hurts the Client By Matthew Triggs and Jessica D. Zietz, Boca Raton, Florida
RPPTL Section Executive Council Meeting, South Seas Island Resort, Captiva, May 28 – June 1, 2014 By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Photos: Captiva Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida
A Tribute to Margaret “Peggy” Rolando By: Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Use of Civil Theft Statute in Trust Litigation By: Jennifer C. Lester and Shannon M. Miller, Gainesville, Florida
The Five Most Troublesome Contract Provisions on Private Construction Projects By: Sean A. Mickley, Esq., Vero Beach, Florida
Probate Case Summaries Prepared by Joshua H. Rosenberg, Esq., Markowitz, Ringel, Trusty & Hartog, P.A., Miami, Florida
Real Estate Case Summaries By Douglas G. Christy, Wetherington Hamilton, P.A., Tampa, Florida
Vol. XXXV, No.4 Summer 2014
Chair's Column: The RPPTL Section As Amicus Curiae In This Issue Summary of 2014 Florida Laws Impacting Condominiums, Cooperatives and Homeowners’ Associations By Steven H. Mezer, Bush Ross, P.A., Tampa, Florida, and Christopher N. Davies, Cohen & Grigsby, P.C., Naples, Florida on behalf of the Condominium & Planned Development Committee
ALERT: Inherited IRA’s Not Protected under § 522 of the Federal Bankruptcy Code – Supreme Court Rules New CAM Statute Repeals Statutes and Modifies Release of Lien Requirements By Steven H. Mezer, Esq., and Christopher N. Davies, Esq.
New Legislation: HB 757 Rest Easy – The “Morey Fix” Legislation Is Here By J. Allison Archbold, Esq.,Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi, P.A., Sarasota, Florida
Burden of Proof in Will and Trust Contests By Jenna G. Rubin, Esq.,Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida
Lapsing: Who Needs It Anyway? By John L. Stansbury, Esq. and Patrick C. Emans, Esq. Holland & Knight LLP, Miami, Florida
E-Z Legal Forms May Not Be So Easy After All The Four Corners Rule Applies in Will Construction Cases in Florida By Sarah S. Butters, Esq., Holland & Knight, Tallahassee, Florida and Lee Philip “Lee” Teichner, Esq., Holland & Knight, Miami, Florida
Understanding the Requirements of a “Qualified Mortgage” Under Dodd Frank:Closing the Barn Door After the Horses Have Left the Building By Robert “Bob” S. Schumaker, Esq., Trenam, Kemker, Scharf, Barkin, Fry, O’Neil and Mullis, P.A.
Tips for Mediation – Be Prepared! By David R. Carlisle, Esq., Duane Morris LLP, Miami, Florida
2061-2062 Election Results real property, probate and trust law section Practice Preparedness: Are You Prepared to Practice In Any Florida Jurisdiction? By Sancha Brennan Whynot The Brennan Law Firm, Orlando, Florida
RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Photos:RPPTL Section Executive Council Meeting Roundtables Prepared by Jane L. Cornett, Esq., Stuart, Florida, and Brian M. Malec, Esq., Orlando, Florida
RPPTL Reaching Out By Kathrine Lupo, Esq., Gallagher & Associates Law Firm, P.A.St. Petersburg, Florida
Florida Legislature Reaffirms Economic Loss Rule for Title Insurance By James C. Russick, V.P. Florida State & Gov’t Affairs Counsel Old Republic National Title Insurance Company andAlan B. Fields, V.P. National Agency Counsel WFG National Title Insurance Company
Can’t We All Play by the Same Rules? By Dane E. Leitner, Esq.Ward Damon Posner Pheterson & Bleau, PL West Palm Beach, Florida
When Is It Too Late to Foreclose a Mortgage? By David W. Rodstein, Padula Hodkin, PLLC, Boca Raton, FL
Is My Client A Liar? By Norman Fleisher, Esq.Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A., Boca Raton, Florida
Probate Case Summaries Prepared by Sean M. Lebowitz, Esq.,Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida
Real Estate Case Summaries By Kymberlee Curry Smith, Esq., Pembroke Pines, Florida What’s Happening Within the Section...
Vol. XXXV, No. 3 Spring 2014
Chair's Column: The Back Row – Once A Leader, Always A Leader and More By Margaret “Peggy” Rolando Section Chair, 2013- 2014
In This Issue RPPTL Section members Honored as Recipients of The President’s Pro Bono Service Award for 2014 Verifying the Verified Statement: Protecting Alternatives to Guardianship Under Florida Law By Matthew Triggs, Esq. and Jessica D. Zietz, Esq. Proskauer Rose LLP, Boca Raton, Florida
Boilerplate Tips and Traps By Adele I. Stone, Esq., Fort Lauderdale, Florida and Richard Eckhard, Esq., Tampa, Florida
Linda Suzzanne Griffin Receives Certificate for Meritorious Public Service RPPTL General Sponsors Who Needs A Safe Harbor from the Economic Storm? By Michael J. Gelfand, Gelfand & Arpe, P.A., West Palm Beach, Florida On behalf of the Condominium & Planned Development Committee
Social Media and the Judiciary: Friend or Faux Lawrence J. Miller, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, FL
Explore the New RPPTL Section Website By Silvia B. Rojas, Esq., Miami, FL
RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq. Becker & Poliakoff, P.A. Stuart, Florida
Photos: RPPTL Section Executive Council Meeting Roundtables Fellowship Program Open to All Young RPPTL Attorneys! ADR Committee’s Tips and Traps By Deborah Bovarnick Mastin, Co-Chair, RPPTL ADR Committee David R. Carlisle, Co-Chair, RPPTL ADR Committee
Do Leasehold Cooperatives Qualify as Protected Homestead? It Depends…. By Jeffrey Scott Goethe, Esq., Bradenton, FL
Title Insurers’ Audits of Trust Accounts By John B. Neukamm, Tampa, Florida on behalf of the RPPTL Section’s Ad Hoc Committee on Trust Account Issues
Lougas v. Sophia Enterprises - Is There a New Way to Terminate A Lease? By Kathrine Lupo, Esq., Gallagher & Associates Law Firm, P.A., St. Petersburg, Florida
Guidelines for Service of Process on the Agency for Health Care Administration By Rohan Kelley
Spotlight on the Residential Real Estate & Industry Liaison (RREIL) Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Real Estate Case Summaries
Probate Case Summaries
Litigation and Trust Law Symposium Brochure
Vol. XXXV, No. 2, Winter 2013-14
Chair's Column: RPPTL's Executive Council: The Section's Engine By Margaret "Peggy" Rolando, Section Chair, 2013- 2014 In This Issue RPPTL General Sponsors Non-Traditional Remedies for Regaining Possession of Residential Property By Anthony J. Horky, Esq., Anthony J. Horky, P.A., Boca Raton, Florida
RPPTL Executive Council Adds Kids’ Committee Law Students Assist Real Property Problems Study Committee By W. Theodore Conner, Orlando, Florida Chair, Real Property Problems Study Committee
Florida’s Modern Portfolio Trust Investment Statute – A Call for Legislative Review By Trent S. Kiziah, Esq., Palm Beach, Florida, J. Clay Singleton, Ph. D., CFA, Winter Park, Florida, and S. A. Marshall, Esq., Winter Park, Florida
The RPPTL Section Discovers and Explores Portugal By M. Travis Hayes, Cummings & Lockwood LLC, Naples, Florida
Estate of Kester – Undue Influence Challenge to Inter-Vivos Transfers By Patrick J. Lannon, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida
RPPTL Section Executive Council Meeting - The Breakers, July 24th through July 27th, 2013 By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida
Photos: Executive Council Meeting... The Breakers, Palm Beach, July 24 – 27, 2013 Roundtables - Saturday, July 27, 2013, The Breakers - Palm Beach, Florida New Section Mascot Named Social Media and Lawyer Ethics: Missing “Link”? By Lawrence J. Miller, Esq., Boca Raton, Florida
Recent RPPTL Events with Law Students The Death of the Pet Restricted Community By Dane E. Leitner, Esq., Ward Damon Posner Pheterson & Bleau PL, West Palm Beach, Florida on behalf of the Condominium & Planned Development Committee
A Horse is a Horse, of Course of Course By Ralph A. DeMeo, Esq., Hopping Green & Sams, Tallahassee, Florida on behalf of The Florida Bar Animal Law Committee
Join the Florida Bar's Animal Law Committee Fellowship Program Open To All Young RPPTL Attorneys Real Estate Case Summaries Prepared by Nishad Khan, Esq., Orlando, Florida
Spotlight on the At-Large Members Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Probate Case Summaries Prepared by Noelle M. Melanson, Melanson Law, P.A., Ft. Myers, Florida
Vol. XXXV, No. 1, Fall 2013
Chair's Column: Mutually Beneficial: Committee Participation By Margaret "Peggy" Rolando, Section Chair, 2013- 2014
In This Issue Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2013 Legislature By Ashley E. DiNunzio, Esq. Pennington, P.A., Tallahassee, Florida
New RPPTL Website Launch Forthcoming Winter 2013 Changes from the 2013 Legislative Session By Peter M. Dunbar, Esq. Pennington, P.A., Tallahassee, FL
Tiara: A Sea of Change or Barely a Ripple? By Manuel Farach, Richman Greer, P.A., West Palm Beach, FL, and Sanjay Kurian, Becker & Poliakoff, P.A., Ft. Myers, FL
Kozyak Minority Mentoring Picnic – Save the Date” Summary of 2013 Florida Laws Impacting Condominiums, Homeowners’ Associations and Cooperatives By Steven H. Mezer, Bush Ross, P.A., Tampa, Florida, and Christopher N. Davies, Cohen & Grigsby, P.C., Naples, Florida on behalf of the Condominium & Planned Development Committee
Tribute To William Fletcher Belcher By Michael A. Dribin, Esq., Miami, Florida
Meet the RPPTL Section’s Executive Committee for 2013-2014 By Silvia B. Rojas, Esq., Miami, Florida
RPPTL Section Executive Council Meeting - The Vinoy, St. Petersburg May 23rd through May 26th, 2013 By Jane L. Cornett, Esq. Becker & Poliakoff, P.A. Stuart, Florida
Executive Council Meeting — The Vinoy, St. Petersburg, May 23– 26, 2060 Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida
Spotlight on the Trust Law Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Request for Information: Violations of Sec. 627.4137, F.S. Florida High Court Adopts Standards and Procedures for Addressing Unprofessional Conduct By Lawrence J. Miller, Esq., Gutter Chaves Josepher, et al., Boca Raton, FL
Report of Florida Bar Leadership Academy Fellow By Brenda B. Ezell, Esq., Jacksonville, Florida
County and Municipal Code Enforcement: Questions and Answers By James C. Russick, Esq., Tampa, Florida and Roger W. Cruce, Esq., Orange Park, Florida
ITIN Problems Still Plague FIRPTA Closings By Jonathan H. (Jason) Warner, Esq., Miami, FL
Technical Corrections and Improvements to the Florida Power of Attorney Act By Tami Foley Conetta, Esq., Northern Trust, Miami, Florida
Redefining Land Trusts in Florida – The New and Improved Land Trust Act By Wilhelmina F. Kightlinger, Esq., Old Republic National Title Insurance Company, Tampa, Florida
Real Estate Case Summaries Prepared by Brian Hoffman, Esq., Pensacola, Florida
Probate Case Summaries Prepared by Tara Rao, Esq., Lutz, Florida
Vol. XXXIV, No 4 - Summer 2013
Chair's Column: The Solid State of the Section By W. Fletcher Belcher Section Chair, 2012- 2013
Rohan Kelley Receives the William S. Belcher Lifetime Professionalism Award By Deborah Packer Goodall, Esq., Boca Raton, Florida
The Florida Legislature Addresses the Foreclosure Crisis By Kathleen C. Passidomo, Esq., Kelly, Passidomo & Alba, LLP, Naples, Florida, and Florida State Representative, Dist. 106
Significant Federal Income Tax Aspects of the Affordable Care Act of 2010 and the American Taxpayer Relief Act of 2012 for the Real Estate Investor By David R. Brittain, Esq., and D. Michael O’Leary, Esq., Trenam, Kemker, Tampa, Florida
You De-Can’t Do That! Common Decanting Mistakes By Catrina A. Sveum, Esq. Proskauer Rose LLP, Boca Raton, Florida
Going Green Makes Good Business ¢ 1031 (g)(6) Limitations: “What You Need to Know” By Stephen A. Wayner, Esq, C.E.S.
RPPTL Law School Liaison Committee Update By Stacy Kalmanson and Jason Ellison
Roundtables Prepared by Amber Jade F. Johnson, Esq., Maitland, Florida, and Jane L. Cornett, Esq., Stuart, Florida
The Death of Trust Reformation to Correct Drafting Mistakes? Ethics Database Now Available By Robin J. King, Esq., Buckingham, Doolittle & Burroughs, LLP, Boca Raton, Florida, and on behalf of the Professionalism and Ethics Committee
Spotlight on the Membership, Diversity and Law School Liaison Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Real Estate Case Summaries Prepared by Nishad Khan, Esq., Orlando, Florida
Recording Documents Containing False, Fictitious, or Fraudulent Statements Is Now a Felony By Joseph J. Tschida, State Counsel and Vice President WFG National Title Insurance Company
33rd Annual RPPTL Legislative and Case Law Update Friday, July 26, 2013
Vol. XXXIV, No 3 - Spring 2013
Chair's Column: The RPPTL Legislative Role By W. Fletcher Belcher Section Chair, 2012- 2013
Condominiums and the Interstate Land Sales Full Disclosure Act - Part III: “Has Time Rewritten Every Line?” By Jerry E. Aron, Esq., Jerry E. Aron, P.A., West Palm Beach, Florida
Fiscal Cliff Retrospect as to Estate Planning – Where We Are for 2013 By George D. Karibjanian, Proskauer Rose, LLP, Boca Raton, Florida
Practical Recommendations for Managing Liability in the Face of FDIC Coverage Reductions By Alan B. Fields, Esq., St. Petersburg, Florida
Hillsborough County Bar Association Diversity Networking Event By Tara Rao, Esq., The Rao Law Firm, P.L., Lutz, Florida
Membership, Diversity and Law School Liaison Committee Update – Focus on Law Students By Stacy Kalmanson, Co Vice-Chair of the Committee
Practical Considerations for Powers of Attorney Intended for Financial Institutions By Deborah L. Russell, Esq., Cummings & Lockwood LLC, Naples, Florida
County Court Jurisdiction in Landlord-Tenant Actions for Possession—Does § 34.011, Florida Statutes, Need to Be Clarified? By Anthony J. Horky, Esq., Anthony J. Horky, P.A., Boca Raton, FL
The RPPTL Visits The Biltmore House and Estate – a National Treasure Statutory Proposals for Settlement In Probate and Trust Litigation By Jonathan Galler, Esq., and Payal Salsburg, Esq., Proskauer Rose LLP, Boca Raton
Notice of Annual Election Meeting Spotlight on Real Estate Entities and Land Trusts Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida
Residential Contracts for Sale and Purchase Updated Real Estate Case Summaries Prepared by Brian Hoffman, Esq., Pensacola, Florida
Probate Case Summaries Prepared by Tara Rao,Esq.,The Rao Law Firm, P.L., Lutz, Florida
CLE: Wills, Trusts and Estates Certification Review Course and Advanced Practice Update
CLE: Community Association Law – The New Normal
CLE: Attorney Fees: Statutes, Contracts, Rules, Ethical Consideration and Fatal Mistakes – Who is Going to Pay You?
CLE: Homestead Issues for Real Estate and Probate Lawyers – “Hitting a Home Run with Homestead”
RPPTL General Sponsors What’s Happening Within the Section...
Archives
Vol. XXXIV, No 2 - Winter 2013
Vol. XXXIV, No 1 - Fall 2012
Vol. XXXIII, No. 4 - Summer 2012
Vol. XXXIII, No. 3 - Spring 2012
Vol. XXXIII, No. 2 - Winter 2012
Vol. XXXIII, No. 1 - Fall 2011
Vol. XXXII, No. 5 - Summer 2011
Vol. XXXII, No. 4 - Spring 2011
Vol. XXXII, No. 3 - Winter 2010
Vol. XXXII, No. 2 - Fall 2010
Vol. XXXII, No. 1 - Summer 2010
Vol. XXXI, No. 3 - Spring 2010
VOL. XXXI, NO. 2 - WINTER 2009
VOL. XXXI, NO. 1 - FALL 2009
VOL. XXX, NO. 4 - SUMMER 2009
VOL. XXX, NO. 3 - SPRING 2009
VOL. XXX, NO. 2 - WINTER 2008
VOL. XXX, NO. 1 - FALL 2008
VOL. XXIX, NO. 4 - SUMMER 2008
VOL. XXIX. NO. 3 – SPRING 2008
VOL. XXIX, NO. 2 - WINTER 2007
VOL. XXIX, NO. 1 - FALL 2007
VOL. XXVIII, NO. 4 - SUMMER 2007
VOL. XXVIII, NO. 3 - SPRING 2007
VOL. XXVIII, NO. 2 - WINTER 2006
VOL. XXIX, NO. 1 - FALL 2006
VOL. XXVII, NO. 4 - SUMMER 2006
VOL. XXVII, NO. 3 - SPRING 2006
VOL. XXVII, NO. 2 - WINTER 2005
VOL. XXVII, NO. 1 - FALL 2005
VOL. XXVI, NO. 4 - SUMMER 2005
VOL. XXVI, NO. 3 - SPRING 2005
VOL. XXVI, NO. 2 - WINTER 2004
VOL. XXVI, NO. 1 - FALL 2004
VOL. XXV, NO. 4 - SUMMER 2004
VOL. XXV, NO. 3 - SPRING 2004
VOL. XXV, NO. 2 - WINTER 2003
VOL. XXV, NO. 1 - FALL 2003
VOL. XXV, NO. 1 - AUGUST 2003
VOL. XXIV, NO. 4 - SUMMER 2003
VOL. XXIV, NO. 3 - SPRING 2003
VOL. XXIV, NO. 2 - FALL/WINTER 2002
VOL. XXIII, NO. 5 - SUMMER - FALL 2002
VOL. XXIII, NO. 3 - SUMMER - FALL 2001
VOL. XXIII, NO. 1 - FEBRUARY - MAY 2001
