Custom Search

Tax and Estate Planning for Clients Relocating to Florida

Lorman Education Services
Training Provided by Lorman Education Services nThis timely teleconference 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.
This is primarily teleseminar training
instructor led trainingThis class may be available at a classroom in Milwaukee, WI,
Contact Lorman Education Services for more information
Duration:1 days
Training Presented in:English
Tax and Estate Planning for Clients Relocating to Florida Agenda

  1. Steps to Establish a Florida Domicile
  2. Florida's Tax Laws
  3. Florida's Homestead Laws
  4. Spousal Rights in Florida
  5. Status of Intangibles Tax in Florida
  6. Serving as a Personal Representative in Florida
  7. Unlicensed Practice of Law in Florida
  8. Asset Protection
  9. The New Florida Trust Code
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies. Please use Priority Code 16175 when registering. Lorman Education Services began offering continuing education seminars in 1987. Lorman Education is dedicated to providing cost-effective training opportunities that...
tcw11-gfc-v396M-11/25/09-18:43:01-()[A]-[B]-[B] -20:49:05