• Monday, April 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, February 22, 2024
8:30 AM to 10:00 AM Eastern
Meeting in person at the Ritz-Carlton Grande Lakes
Orlando, Florida 
Room: 
__________________________________________________________
 

Here are some highlights of the agenda:

We hope you will join us for the Winter meeting in Orlando on Thursday, February 22, 2024. You can attend in person or via Zoom. The meeting lasts one hour and thirty minutes from 8:30am to 10:00am (Eastern time zone).

We have an exciting agenda.

We will start with some housekeeping.

Joe Percopo will plug his upcoming lunchtime CLE. By the way, we still need one more volunteer to speak. . . are you interested?

Next, Justin Larson will lead a discussion on how traditional Community Property States treat Community Property for purposes of third party creditor claims against one or both spouses.
 
Further, Michael Sneeringer will lead a discussion on AM 2023-006. Are we seeing an increase in abusive trusts? Have you asked your clients whether they have been pitched this?
 
Then, Justin Savioli will lead a discussion on CCM 202352018. While this might be a topic of other Committees, our question is how might this affect asset protection planning (if any)?
 
Finally, Michael Sneeringer and Justin Savioli virtually attended last week's Conflict of Laws in Trusts and Estates Act meeting. What is going on with this proposed set of Uniform Laws?
 
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, Naples - Chair
Richard ("Rick") R. Gans, Sarasota - Vice-Chair
Justin M. Savioli, Boca Raton - Vice-Chair
Patrick J. Lannon, Miami - Vice-Chair