Administration of Trusts in Florida

The revised and expanded Tenth Edition of this perennial bestseller addresses in-depth the Florida Trust Code and subsequent amendments to the Code passed by the Legislature through 2017. In addition, this new edition features extensive treatment of all facets of trust administration.

Highlights of the new Tenth Edition include:

• Coverage of the 2017 Tax Cuts and Jobs Act
• New and expanded overview of trust administration
• New sections on Decanting, Social Investments, Self-Settled Spendthrift Trusts Outside Florida, Ethical Issues in Preparation of Deeds, Marital Agreements and Title, Drafting Third-Party Special Needs Trusts, and on Offshore Trusts, including Determination of Beneficiaries, Taking Inventory of Trust Assets, Life and Annuity Policies
• Rewrites of sections on Who May Serve as Trustee, Trustees Power to Invade Principal, and Multiple Trust Rule with 2019 legislation
• Updates on the Florida Trust Code, fiduciary attorney-client privilege, safe harbor and homestead rights, Florida Medicaid Programs, Deductions for Qualified Business Income, Alimony Special Needs Trusts with respect to 2018 POMS Revisions, and Distributions and SSI Income Rules
• Elaboration on Statutes of Limitations Regarding Trust Disclosure Documents, Trust Modification and Trust Termination, the Sole Benefit Rule for Special Needs Trusts, and the Choice of Trustee for d4A Trusts
• Updates and discussions about rules, statutes, and recent case law

Tax considerations are stressed throughout the text, and are treated in depth in Chapter 12 of the manual. With the explosive increase in the use of trusts by Florida residents, this updated manual addresses a myriad of issues that attorneys practicing in this area are likely to confront on a daily basis.

Visit our Estate Planning website for a complete list of The Bar's Estate Planning related titles.

Visit our Florida Bar Continuing Legal Education Publications website for a complete list of The Bar's titles.