(2) Read Reviews Category: Real Property, Probate and Trust Law, Tax Law, Wills, Trusts and Estates Category: Real Property, Probate and Trust Law, Tax Law, Wills, Trusts and Estates (show less)

This program will cover advanced aspects of Florida’s homestead protections and their effect on estate planning, probate and trust administration, and real estate transactions, including documentary stamps, homestead property tax exemptions and the Save Our Homes Cap, and an update on Florida case law and statutes.

Welcome and Introduction
Jeffrey S. Goethe, Bradenton

Considerations for Using a Homestead Trust
Joe Percopo, Orlando

Drafting an Irrevocable Homestead Trust
Jeffrey A. Baskies, Boca Raton

Estate planning, homestead exemptions, and the Save Our Homes Cap
Dorothy Jacks & Tim Bean, Palm Beach County; Laird A. Lile, Naples

Update on Florida Case Law and Statutes
Shane Kelley, St. Augustine

Title Issues – the Underwriting Perspective on Homestead
Jennifer Barrow, Doral

Title Issues – the Probate and Estate Planning Perspective
Jeffrey S. Goethe, Bradenton

Concluding Remarks
Jeffrey S. Goethe, Bradenton