• Monday, July 22, 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. 
 
_______________________________________________________________
 
OUR NEXT MEETING WILL BE:
 
Thursday, July 25, 2024
04:30 PM to 05:30 PM Eastern
Meeting in person at The Breakers
Palm Beach, Florida 
Room: TBD
 __________________________________________________________
 

Here are some highlights of the agenda:

We hope you will join us at The Breakers on Thursday, July 25, 2024. You can attend in person or via Zoom (link coming soon). The meeting lasts one hour from 4:30pm to 5:30pm (Eastern time zone).

We have an exciting agenda.

We will start with some housekeeping.

 

Assuming we can get our Zoom link together, Laurel R.S. Blair, an attorney in Charleston, SC, will discuss via Zoom her article on Fiduciary Considerations in ESG Investing. Why is this here? We need to think about whether some of our fiduciary friends could be in need of some asset protection planning due to their recommendations.

For the majority of our meeting, Bo Trudeau is back. Remember how intellectually exciting our meeting at The Breakers was last year? With two LISI articles describing the intersection of trustees, divorce, and HEMS (included in your materials, but you should be subscribing already . . .), your Chairs thought that Bo’s expertise is needed to jumpstart the discussion on this important topic.

Time permitting, Justin Larson is back with another charging order LLC case.

At the time of this e-mail, the Zoom link is still not available for our Zoom meeting on the RPPTL Section website, but I am told our Committee meeting is going to be in person AND via Zoom.

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