Estate and Elder Law

Recent Posts

When Bad Florida Estate Planning Ruins Your Asset Protection Planning
Posted on 29 Nov 2012 by Marc J. Soss

According to the 1 st District Court of Appeals ruling in Morey 2004 v. Everbank , and Air Craun, Inc, 37 Fla. L. Weekly D1739 [ enhanced version available to lexis.com subscribers ], simple estate planning mistakes can defeat years of asset protection... Read More

Tags: asset protection , estate creditors , Marc Soss , life insurance proceeds , revocable trusts

Florida Homestead Protection Available to Non-Citizens
Posted on 1 May 2012 by Marc J. Soss

The recent Florida 3rd DCA case of Estate of Favio Jose Grisolia Sanchez v. Pfeffer [ enhanced version available to lexis.com subscribers ] has found that " Florida Homestead Protection " from estate creditor claims is available to individuals... Read More

Tags: homesteads , estate creditors , Homestead Rules , Marc Soss , homestead protection