Trusts & Estates Seminar: Protecting What You’ve Built

Thoughtful estate planning is essential to protecting what you’ve built. But without the right structure in place, even well-intentioned plans may lead to unnecessary taxes, delays, or family disputes.

Whether you are a long-time Florida resident, a recent transplant, or split your time between multiple states, your estate plan should reflect your current lifestyle, assets, and long-term goals.

Join our Trusts & Estates attorneys for a complimentary seminar to learn how to help protect your assets, reduce common pitfalls, and improve the likelihood your estate plan functions as intended.

Ensuring Your Estate Plan Meets Your Objectives and Reduces the Risk of Disputes

Presented by: Alessandro A. Apolito

Learn how to align your estate plan with your intentions while reducing the risk of conflict and supporting a smoother administration.

Estate Planning for Snowbirds and New Florida Residents

Presented by: Christina H. Arthurs

Understand how to establish Florida residency, update key documents, and coordinate multi-state assets while helping to avoid unnecessary probate issues.

Leveraging Florida-Specific Tools: Lady Bird Deeds and Community Property Trusts

Presented by: Mark D. Canfield

Explore planning tools that may simplify asset transfers, preserve potential tax advantages, and provide greater control.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Lippes Mathias LLP