Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

CLE Courses Available Online and with iOS/Android App!

Course Media Options

About This Course

If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered.

This CLE presentation will explore a wide range of Florida legal and planning considerations, including: who can be a personal representative of a Floridian’s estate? FL has valuable homestead protection. What is that and how might you take advantage of it? What language might you add to a revocable trust to preserve homestead benefits? What is FL law on tenants by the entirety and how might that provide benefit? What are the FL rules on spousal elective share? FL trusts must give qualified beneficiaries notice. What does this mean to trust planning? In terrorem clauses are unenforceable under FL law so what steps might be taken to deflect a will challenge? What are exception creditors and how might a special trust known as the exception creditor trust help? Spousal Lifetime Access Trusts (SLATs) are one of the most popular planning techniques. What FL laws affect SLATs and what planning opportunities do those present?

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Feature Ribbon Icon
CLE Manager on a headset

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Feature Ribbon Icon
A wall of media options

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Feature Ribbon Icon
Customer viewing progress on a computer

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Feature Ribbon Icon
All of our media formats

Online, iOS/Android App

Learn at your pace, in the format that you prefer.

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options