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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 IntroductionJeffrey S. Goethe, BradentonConsiderations for Using a Homestead TrustJoe Percopo, OrlandoDrafting an Irrevocable Homestead TrustJeffrey A. Baskies, Boca RatonEstate planning, homestead exemptions, and the Save Our Homes CapDorothy Jacks & Tim Bean, Palm Beach County; Laird A. Lile, NaplesUpdate on Florida Case Law and StatutesShane Kelley, St. AugustineTitle Issues – the Underwriting Perspective on HomesteadJennifer Barrow, DoralTitle Issues – the Probate and Estate Planning PerspectiveJeffrey S. Goethe, BradentonConcluding RemarksJeffrey S. Goethe, Bradenton