• Monday, May 16, 2022

Committees

Probate & Trust

Asset Protection Committee

The mission of the Asset Protection Committee of the Real Property, Probate and Trust Law ("RPPTL") Section of The Florida Bar is to consider, develop, debate, and promote asset preservation relevant to Floridians. The committee both develops its own asset protection legislative proposals and vets those of others. It also serves as a watchdog against persistent efforts to erode Florida's asset protection attributes.
 
We have Committee meetings at each RPPTL Executive Council Meeting. Check the schedule on the RPPTL website for future meetings.
 
Even if you are not a Committee member, come and visit our next Committee meeting. We'll discuss recent asset protection cases, any legislative topics and try to get a handle on how better to mix estate planning and asset protection. Hope to see you there!
 
If you are interested in becoming a Committee member, please contact any of the Chairs. 
 
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OUR NEXT MEETING WILL BE:
 
Thursday, March 31, 2022
9:30AM to 10:30 AM
Meeting via In Person and Zoom
 
In Person:
Turnbull Center
555 W. Pensacola Street
Tallahassee, Florida 32306-1640
 
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Here are some highlights of the agenda:

-Rick Gans will give us an update on his Subcommittee’s progress on tenants by the entirety trusts. He will discuss the edits to the proposed statute and White Paper.
 

-Rachel Albritton Lunsford will lead a spirited discussion on recent developments with fraudulent transfer law. Wyoming shortened its statute of limitations. What thoughts do some of the luminaries on the Committee have about this development? Are Committee members using Wyoming? What analysis does Rachel having regarding this statute, having previously reviewed the Wyoming statutes on Foundations for the Committee?

-Allison Neumann will present a caselaw update. She will discuss and Rich v. Rich, Apollo Trust v. BNP Paribas Jersey Trust Corp. Ltd., and In re Kleynerman.

-George Karibjanian will give us an update on the UVTA. Of interest to Committee members may be the update to the ULC website itself, as well as the case of Kruse v. Repp.

Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Michael A. Sneeringer, Naples - Chair
Richard R. Gans, Sarasota - Vice-Chair
Justin Savioli, Boca Raton  - Vice-Chair