• Thursday, June 20, 2024

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:
 
Friday, May 31, 2024
03:00 PM to 04:30 PM Eastern
Meeting in person at the Hyatt Regency Coconut Point Resort and Spa
Bonita Springs, Florida 
Room: Blue Heron ABC
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Here are some highlights of the agenda:

We hope you will join us for the Spring meeting in Bonita Springs on Friday, May 31, 2024. You can attend in person or via Zoom. The meeting lasts one hour and thirty minutes from 3:00pm to 4:30pm (Eastern time zone).

We have an exciting agenda.

We will start with some housekeeping.

Joe Percopo will summarize his May lunchtime CLE on TBE (that was supposed to rhyme!).

We will discuss a joint CLE with the Estate & Trust Tax Committee.
 
Then, Justin Savioli and Joe Percopo will lead a discussion on a recent TBE case; did the court get it right?
 
Next, David S. Neufeld will discuss Private Placement Life Insurance (PPLI) and how it came under congressional scrutiny most recently (what is it, why would a client use it, what are the benefits? pitfalls?).
 
Finally, Justin K. Larson will summarize some recent cases of interest.
 
See you soon ! ! ! Tell a colleague and bring a friend!!!
 
Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Michael A. Sneeringer, Bonita Springs - Chair
Richard ("Rick") R. Gans, Sarasota - Vice-Chair
Justin M. Savioli, Boca Raton - Vice-Chair
Patrick J. Lannon, Miami - Vice-Chair