_______________________________________ 
- Why you may not have done enough to leave your former domicile
(whether it was New York, New Jersey, Massachusetts, Pennsylvania,
or other) and why that may cost you thousands or even millions of tax dollars
- Why Florida Homestead can cause major problems for new Florida
residents (especially the surviving spouse) if their estate plan was drafted
by a non-Florida attorney
- Why you cannot rely on what you’ve heard at the country club or
bridge
table on “Day Counts” and other rules of residency
- Why Every Florida Resident should consider establishing a
Revocable
Trust (including a few horror stories of what can happen when revocable
trusts are not properly utilized)
- Why you need an attorney to assist you in the purchase or sale
of Florida property
- Why a Florida trust can save you and your loved ones thousands
or even millions of dollars and years of time
- Seven things you must know and at least consider before you
name the successor Trustee of your trust
- How to protect your children from creditors and former spouses
with the use of Florida trusts
- How to use a Florida trust to provide for your chosen charity,
provide for your family and save taxes - all at the same time
- Why an insurance policy may be the answer to the problem of
keeping your family in control of your closely held company
- How to use life insurance to keep your spouse (second marriage)
and
the children from your first marriage happy at the Thanksgiving table
and throughout the year
- Why a life insurance policy can be the best solution to resolve
issues between charities and your surviving spouse
- The three most common mistakes that cause life insurance
proceeds to
be included in your taxable estate(note – this often may result in the
loss of millions of dollars to taxes)
- Why you need to discuss your art and collectables with your kids
today and what will happen if you don’t
- Horror stories that demonstrate the need for appropriate planning
in connection with art, antiques and collectables
- Why your art and collectables may be sold for pennies on the dollar
and how you can avoid it
- How to use your art and collectables to provide guaranteed income
to your surviving spouse for the rest of their life
- Why your closely held corporation may drive a wedge between
your surviving spouse and your children – and how to avoid it
- How to ensure your closely held corporation will remain in the
family for generations
- Why you need a Buy Sell agreement and what will happen if you
don’t have one
- How to structure your estate plan in order to minimize estate
taxes in connection with your closely held corporation
