Tax and Estate Planning for Clients Relocating to Florida
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CD & Manual | ||
| 389088TMX | $199.00 USD |  |
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| Credit Details | |||
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91 Min. Audio MP3 - No shipping cost | ||
| 389088POD | $199.00 USD | |
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| Credit Details | |||
| What is a Podcast? | |||
Benefits
This live audio conference will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida's great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida are generally much more favorable than the laws of the state the client is departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has adopted a fairly rigid view of the unlicensed practice of law, which will impact the out-of-state practitioner who continues to advise clients who have moved to Florida.
Agenda
Steps to Establish a Florida Domicile
Florida’s Tax Laws
Florida’s Homestead Laws
Spousal Rights in Florida
Status of Intangibles Tax in Florida
Serving as a Personal Representative in Florida
Unlicensed Practice of Law in Florida
Asset Protection
Florida Trust Code
Faculty
Christopher W. Boyett, Holland & Knight LLP
Christopher W. Boyett
- Partner at Holland & Knight LLP, and chairperson of the firm’s Private Wealth Services Group in South Florida
- Advises wealthy families throughout Florida on sophisticated estate planning strategies and options, and counsels family businesses on succession and tax planning
- Advises both institutional and individual clients on estate and trust administration issues
- Adjunct professor at the University of Miami School of Law, graduate program in taxation
- Recognized in The Best Lawyers in America, Trusts and Estates, 2003 to 2011; Chambers USA: America’s Leading Business Lawyers, Tax: Estate Planning, 2010; Florida Super Lawyers magazine, 2006 to 2010; Florida Legal Elite Hall of Fame, Florida Trend magazine, 2008 to 2010
- Recognized as a Top Lawyer, South Florida Legal Guide, 2004 to 2011; Florida Legal Elite, Florida Trend magazine, 2006 to 2011 and a Top Up and Comer, South Florida Legal Guide, 2001 to 2003
- Member of the Estate Planning Council of Greater Miami and The Florida Bar, Real Property, Probate and Trust Law Section
- Fellow of the American College of Trust and Estate Counsel
- J.D. degree, with honors, University of Florida Levin College of Law; LL.M. degree in taxation, New York University School of Law; M.B.A. degree in finance, University of Florida; B.A. degree in business administration, with honors, University of Florida
- Can be contacted at 305-789-7790 or christopher.boyett@hklaw.com
These Materials are Designed For
This live audio conference is designed for attorneys, estate and financial planners, presidents, vice presidents, directors, accountants, CPAs, business owners and managers, lending professionals and trust officers.
| CD & Manual | - CD Set with bound 90 page manual |
| Podcast | - 91 Minute MP3 with 90 page electronic manual - Immediate Access and No Shipping Cost |
