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Tax and Estate Planning for Clients Relocating to Florida - Webinar

  • ID: 4542251
  • Webinar
  • Region: Florida
  • 90 Minutes
  • Lorman Business Center, Inc.
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Be prepared to discuss estate planning challenges when relocating to Florida.

The cost of living in high income tax states has dramatically increased due to recent federal tax law changes limiting state and local tax deductions and property tax deductions. This information will assist you in understanding the importance of residency planning for tax and Nontax reasons. Obtain practical guidance on establishing Florida residency learn common pitfalls of planning with Florida homestead gain an understanding of Florida creditor protection laws and acquire knowledge of the probate process in Florida.

Learning Objectives
  • You will be able to identify common pitfalls with Florida homestead planning.
  • You will be able to summarize the Florida probate process.
  • You will be able to describe the Florida probate process.
  • You will be able to describe Florida creditor protection laws.
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Tax Reasons for Changing Residency
  • Recent Changes in Federal Income Tax Laws
  • Domicile, Residency, and Allocation of Income
  • Florida Tax Savings: Individual Income Tax; Estate Tax; and Property Tax
Establishing Florida Residency
  • Eliminate Contacts in High-Tax States
  • Documenting Change of Residency
  • Factors Considered by Auditors in Residency Cases
Florida Asset Protection Laws
  • Protection of Assets Held by Husband and Wife
  • Protection of Business Assets; IRAs; Annuities, Life Insurance, etc.
Homestead - the Legal Chameleon
  • Homestead for Property Tax Purposes
  • Homestead for Asset Protection Purposes
  • Homestead for Inheritance Purposes
  • Restriction on Descent and Devise of Homestead
Florida Probate
  • Formal Administration
  • Summary Administration
  • How to Avoid Probate
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Stacey Prince-Troutman - Akerman LLP
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This webinar is designed for attorneys, estate and financial planners, presidents, vice presidents, directors, accountants, CPAs, business owners and managers, lending professionals and trust officers.
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