How fundamentally has the 2012 American Taxpayer Relief Act (ATRA) changed estate planning? It may have taken a year for this consensus to develop, but the simple answer that was apparent at the recent 48th Annual Heckling Institute on Estate Planning is this: Profoundly; there is a new paradigm in…
By Phillip B. Rarick, Miami Asset Protection Attorney The saddest and most tragic call I have ever received as a lawyer came when a parent called and said her teenage son, while operating a jet ski, had run over a young girl who happened to be about the age of…
By Phillip B. Rarick, Esq., Miami Trust Attorney Quote: There are three things that are real – God, human folly and laughter. The first two are beyond our comprehension. So we must do what we can with the third. – John F. Kennedy Here are five bad items of advice…
By Phillip B. Rarick, Esq., Miami Trust Attorney ¿Qué es un fideicomiso de vida? ¿Cómo ayuda a evitar la legalización? ¿Por qué la mayoría de familias están usando un fideicomiso de vida en vez de un testamento para proporcionar para sus queridos? Estas preguntas y muchas más tienen respuesta en…
By Phillip B. Rarick, Esq., Miami Trust Attorney Summary: The following Alert discusses the Florida real estate form DR-430 required to be filed upon the cumulative transfer or control of more than 50% of the legal entity that owned the property, or transfer of more than 50% of ownership interest.…
By Phillip B. Rarick This summer my family had the opportunity to travel to France. It was a busy trip, and we saw many spectacular works of art and architecture by past generations of artists. The most special trip was our visit Normandy, where a generation of Americans representing…
By Phillip B. Rarick, Miami Asset Protection Attorney Let’s face it. If you have adult children, now married or considering marriage, you are a little concerned that your daughter’s husband could someday inherit your hard earned wealth. (Or maybe it’s your son’s wife.) So, how do you protect your property,…
By Phillip B. Rarick, Miami Asset Protection Attorney Introduction The Big Announcement: your daughter tells you she plans to marry Hank, a great guy. She is so excited – and in love! The last thing you want to do is discuss “practical issues”. But, at the right time, it will…
By Phillip B. Rarick, Esq., Miami Asset Protection Attorney Click Here: Off-Shore Planning Note: PowerPoint Presentation will appear in bottom task bar. Special Note The information on this blog is of a general nature and is not intended to answer any individual’s legal questions. Do not rely on information presented…
By Phillip B. Rarick, Esq., Miami Asset Protection Attorney Click Here: Part 3: The Asset Protection Ladder Note: PowerPoint Presentation will appear in bottom task bar. Special Note The information on this blog is of a general nature and is not intended to answer any individual’s legal questions. Do not rely…