What You Need to Know About Florida Law to Advise Your Clients Who Live Here - Part III

This is Part III of a four-part special article that is intended to provide non-Florida lawyers, accountants, trust officers, and other financial advisors with important information that will apply to Florida clients and can significantly impact planning design and implementation. The article provid...

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Bibliographic Details
Published in:Tax Management Estates, Gifts and Trusts Journal Gifts and Trusts Journal, 2013-11, Vol.38 (6), p.307
Main Author: Gassman, Alan S
Format: Article
Language:English
Subjects:
Advisors
Families & family life
Financial planning
Health care expenditures
Institutionalization
Life insurance
Limited liability companies
Long term care insurance
Long term health care
Medicaid
Medicare
Nursing homes
Planning
Probate
Revocable trusts
Series & special reports
State laws
Trust
Trusts
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Summary:This is Part III of a four-part special article that is intended to provide non-Florida lawyers, accountants, trust officers, and other financial advisors with important information that will apply to Florida clients and can significantly impact planning design and implementation. The article provides valuable information about Medicaid Eligibility and Assistance and Florida Trust Planning. Florida has a number of unique laws and business and estate planning characteristics that advisors should be familiar with when helping clients with Florida contacts or residency. The safest approach, of course, is to consult with a qualified Florida-based advisor.
ISSN:0886-3547
1543-9852