The following notice is required by the IRS: Any U.S. federal tax advice contained in the articles and information in this web site is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein.

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2009 Asset Protection & Estate Planning - Why Not Have Both?

Updated through July 29, 2009  |  2009 PDF

By Barry A. Nelson

The author acknowledges the significant contribution of
Jennifer E. Okcular, Esq. in updating this outline.

Online Publication, Copyright © 2009 Nelson & Nelson, P.A.
The author also acknowledges as a comprehensive source of research materials a treatise
entitled Florida Creditors’ Rights Manual published by Lexis Law Publishing.

For presentation to:

Florida Institute of Certified Public Accountants (FICPA)
Florida Institute on Federal Taxation Conference (FIFT)
Orlando, FL
November 13, 2009

Academy of Florida Elder Law Attorneys (AFELA)
Creditor Protection for Seniors Webinar
August 6, 2009

Table of Contents

 

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Endnotes

1. notes
 

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The following notice is required by the IRS: Any U.S. federal tax advice contained in the articles and information in this web site is not intended to be written or used, and cannot be used or relied upon, to avoid tax-related penalties under the Internal Revenue Code, or to promote, market or recommend to another any tax-related matter addressed herein.
 

Online Publication, Copyright © 2009 Nelson & Nelson, P.A.