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:
 
Wednesday, May 27, 2020
08:00 AM - 09:30 AM EDT
Zoom 
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Here are some highlights of the agenda:

-Brian Malec will update our Committee on some housekeeping matters as our world has changed since our last in-person meeting, and the 2020-2021 Bar year is upon us.
 
-Brian Malec will also update us on the TBET statute since the January meeting. 
 
-Al Stashis will update us on The Lerbakken Fix to Florida Statutes Section 222.21(2)(c).
 
-Michael Singer will provide us an update on the Kearney subcommittee.
 
-Jerry Wolf will propose the creation of a new "SECURE Account"
 
-Barry Nelson will address a proposed change to Florida Statutes Section 736.0505(3) to address non-qualified disclaimers by spouses.
 
-Michael Sneeringer will discuss a news item related to a Texas sized divorce containing South Dakota sized trusts.
 
Thank you for your support of this committee!
 
We hope to see you at the meeting!
 
Brian M. Malec, Orlando - Chair
Richard R. Gans, Sarasota - Vice-Chair
Michael A. Sneeringer, Naples  - Vice-Chair



The Real Property Probate and Trust Law Section of The Florida Bar
651 East Jefferson Street, Florida 32399-2300