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Review the following articles, prepared by the attorneys of our firm, regarding legal information pertinent to many of our clients.

Qualified Personal Residence Trusts

This memorandum explores the benefits of incorporating a Qualified Personal Residence Trust (”QPRT”) into a sophisticated estate plan.

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Granter Retained Annuity Trusts

The Grantor Retained Annuity Trust (often referred to by its acronym, “GRAT”) can be an effective estate planning technique for a high net worth i

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Relocating to Florida

Important Steps to Becoming a Florida Resident 1. Secure automobile insurance - company of choice/ must meet Florida limits.

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Spousal Wealth Protections Trusts: A Tax Strategy for 2012

This Memorandum gives an overview of a cutting edge estate planning technique being used by our firm to help ensure that our wealthy clients will...

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Separate Memoranda for the Disposition of Personal Property

The Florida Probate Code Section 732.515 expressly permits the use of separate memorandum to dispose of tangible personal property.

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The SECURE Act: What It Does and What It Can Mean For Your Estate Plan

Near the end of 2019, the Senate passed a budget reconciliation bill that included the Setting Every Community Up for Retirement (SECURE) Act.

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