• Saturday, July 2, 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:
 
Tuesday, May 24, 2022
11:00AM to 12:30 PM
Meeting via Zoom ONLY
 
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Here are some highlights of the agenda:

-Joe Percopo will present to the committee regarding a project he would like to look into on tenancy by the entirety accounts at Florida financial institutions
 
-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.
 
-Brian Sparks will lead a discussion on the reverse veil piercing cases of Manichaen Capital v. Exela and Blizzard Energy v. Shaefers 
 
-Allison Neumann will present a caselaw update. She will discuss Wallace v. Torres-Rodriguez and In re Kleynerman.
 
-Michael Sneeringer will give us an update on the next steps with respect to the proposed legislation on tenants by the entirety trusts.  
 
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