Florida Estate Planning, 2023 ed. (Vol. 12 & 13, Florida Practice Series)

Written by veteran practitioners, Florida Estate Planning provides a comprehensive, practical approach to estate planning in Florida. It includes practice tips and forms, and offers an in-depth examination of:

• Drafting testamentary instruments, including the specific assets, use of trusts, and the division of principal and income
• Documents that may be executed as part of an estate, including durable power of attorney and healthcare proxy
• Federal tax issues that should be considered
• Rights and duties of personal representatives, trustees, spouses, and children under testamentary instruments
• Laws affecting the method of planning and distribution of an estate including elective share, qualified retirement plan, and homestead exemption

The set has a “cookbook” format featuring scope notes, subtitles, section numbers, practice tips, and cautions that help you locate items quickly, brush up on correct procedures for any case, and take advantage of the experience of veteran practitioners in the estate planning and probate field.