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Tax and Estate Planning for Clients Relocating to Florida

 

Be prepared to discuss estate planning challenges when relocating to Florida.

The cost of living in high-income tax states has dramatically increased due to recent federal tax law changes limiting state and local tax deductions and property tax deductions. This information will assist you in understanding the importance of residency planning for tax and non-tax reasons. Obtain practical guidance on establishing Florida residency; learn common pitfalls of planning with Florida homestead; gain an understanding of Florida creditor protection laws; and acquire knowledge of the probate process in Florida.

Agenda

Faculty

Stacey Prince-Troutman

Stacey Prince-Troutman

Akerman LLP

  • Partner in the Orlando office of Akerman LLP
  • Focuses her practice on administering estates and trusts; planning for wealth transfer and transfer tax minimization; drafting documents related to the formation, management, and succession of closely held entities; asset protection planning; and forming and obtaining tax exempt-status for 501(c)(3) charitable organizations
  • Named to Florida Trend magazine’s Legal Elite list, 2016, and in Super Lawyers magazine as Rising Star, 2010 – 2012
  • LL.M degree in taxation, University of Florida Levin College of Law; J.D. degree, cum laude, University of Florida Levin College of Law; B.S.B.A. degree, magna cum laude, University of Florida
  • Can be contacted at 407-423-4000 or [email protected]

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