• Friday, June 9, 2023

Suggested:

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. 
 
__________________________________________________________________
 
OUR NEXT MEETING WILL BE:
 
Friday, June 2, 2023
9:00 AM to 10:30 AM Eastern
Meeting in person at the Opal Grand Oceanfront Resort & Spa
Delray Beach, Florida 
Room: TBD
__________________________________________________________
 

Here are some highlights of the agenda:

We hope you will join us for the Opal Grand meeting on Friday, June 2, 2023. You can attend in person or via Zoom.

We have an exciting agenda.

We will start with some housekeeping. Topics discussed will be: CLE, Series LLCs, and the Drafting Committee on Conflict of Laws in Trusts and Estates.

Michael Singer and/or Devon Goldberg will give the Committee an update on the Kearney Construction statutory fix.

Joe Percopo and Andrew Thompson will discuss some of the newer tenants by the entirety cases and update us on the study committee reviewing tenants by the entirety bank accounts.

Rick Gans will give us an update on the TBET statute. We received comments and have an update for the Committee.
 
George Karibjanian, a former Committee chair, will update us on the UVTA, its passage in Massachusetts, and what the current status is with this Uniform Act.
 
Finally, the Committee hopes to discuss self-settled trust legislation: what is the current climate for such trusts. Some articles sent by Committee members are provided in the materials. The purpose of the discussion is to consider what the impact of our lack of self-settled trust legislation has on our other constituents (other attorneys, banks and trust companies in Florida). Is self-settled trust legislation something the Committee should explore or ignore?
 
See you soon ! ! !
 
Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Michael A. Sneeringer, Naples - Chair
Richard ("Rick") R. Gans, Sarasota - Vice-Chair
Justin M. Savioli, Boca Raton - Vice-Chair



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