In this episode of the Power of Planning podcast, Attorney Vanessa J. Skinner spotlights two types of irrevocable trusts used for estate tax avoidance purposes that are especially popular given the impending sunset of the current historically high estate tax exemption amounts. In particular, she discusses the advantages and disadvantages of the spousal lifetime access … Read more
Five firm attorneys have been named 2024 Florida Super Lawyers®; Trippe Cheek (Land Use/Zoning), Ryan Davis (Bankruptcy: Business), Jeff Deery (Business Litigation), Brad Saxton (Bankruptcy: Business) and Graham White (Estate & Probate). And five attorneys have been named Rising Stars; Brandon DeGel (Business Litigation), James Doyle (Real Estate), Heidi Mitchell (General Litigation), Lauren Reynolds (Creditor Debtor … Read more
If you are like most Americans, you will be going on vacation this summer. As you make the final preparations for your trip, this is an opportune time for you to ensure you have the necessary estate planning documents in place. Attorney Vanessa J. Skinner reviews a recommended checklist that will give you peace of … Read more
Last year, the Federal Trade Commission (FTC) announced its Non-Compete Clause Rulemaking, Matter No. P201200 (NPRM). On April 23, 2024, the FTC approved the final rule. The final rule was published in the Federal Register on May 7, 2024 and has an effective date of September 4, 2024. The rule prohibits the use of essentially … Read more
Attorney Vanessa J. Skinner celebrates annual National Elder Law Month by taking a closer look at long-term care insurance. She spotlights the various considerations, including customization and cost, with this type of insurance that provides benefits for a range of services not covered by regular health insurance, Medicare or Medicare supplement insurance. LISTEN NOW: The … Read more
Attorney Michelle Bilsky has joined the firm’s Labor and Employment; Wills, Trusts and Estates; and Corporate and Business Practice Areas. Michelle is embarking on her second career, having been a high-ranking executive in Human Resources and Risk Management for over 20 years prior to attending law school. She was a paralegal with the firm during law school … Read more
In celebration of April being National Donate Life Month, Attorney Vanessa J. Skinner welcomes Ginny McBride, the Executive Director of OurLegacy, which is the organ procurement organization in Central Florida, for a detailed discussion on organ donation, including the myths and misconceptions. Dr. Ruth Baskerville, a lifelong educator who is a champion for education about … Read more
The new year is a perfect time to make sure your financial house is in order, including your insurance coverages. In this episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Drew Havron of HUB Florida for a detailed discussion about the different types of insurance that are an integral part of … Read more
Consider taking time out of your holiday preparations and celebrations for some year-end tax planning. In this month’s episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Carol Felsing, a certified public accountant with decades of experience, to share certain tax tips you may want to consider before the close of 2023. … Read more
On October 1, 2023, several changes to Florida law governing estoppel letters (also referred to as “payoff letters”) prepared by lenders and servicers became effective. §701.04, Fla. Statute, now includes the following notable changes: A lender or servicer’s deadline to respond to an estoppel letter request from a record title owner, or fiduciary or trustee … Read more