News & Events

Client News

Our Report from Counsel Newsletter provides practical tips for Florida residents.

Recent Newsletters

• 7 Point Checklist for Pre-Divorce Planning
• Asset Protection Checklist For The Florida Small Business Owner
• Pet Trusts: Have You Forgotten Your Pet(s)? Your Very Loyal Pet?
• Three Smart Legal Points To Know if You Own a Boat – or Jet Skies
• The “Son-In-law Problem”: Keeping Your Wealth Safe – And Out of Reach From Your Daughter’s Husband
• Autism: What Every Parent Should Know About Special Needs Trusts

Recent Seminars

• Smart Estate Planning – As Seen Through The Wisdom of Peanuts
• Asset Protection In A Hostile Legal Environment

Florida Counsel News

Our Florida Trusts & Probate Alert Newsletter flags issues for attorneys, CPA’s, and professional advisors.

Recent Newsletters

• Asset Protection Essentials for the Florida Small Business Owner (Webinar 3/2/2016)
• 12 Asset Protection Advantages of the Nevis Trust
• Estate Planning For Florida Same Sex Partners or Spouses: What You Should Know About TBE Delaware LLC’s
• Transfer of Motor Vehicles after Owner’s Death: How to Avoid Probate in Florida
• Florida Domicile Checklist
• What’s Wrong With This Picture? NY Attorney Names Himself As Personal Representative For A Florida Resident
• Florida Trustee’s Fiduciary Duties and Powers