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Miller v. Kresser: Lessons Learned From a Creditor Attack on a Third-Party Spendthrift Trust

June 2007

“In Miller v. Kresser, the Florida 4th District Court of Appeals overturned a controversial trial court decision which allowed a creditor to pierce a third party spendthrift trust. While finding the trustee of the trust...

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Proper timing for irrevocable life insurance trusts

June 2007

I was recently confronted with an old problem: when does an Irrevocable Life Insurance Trust (“ILIT”) have to be in place? If a client applied for life insurance before the trust was complete, does the...

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The New Homestead Trap: Surviving Spouses are Trapped By Life Estate They No Longer Want or Can Afford (PDF)

June 2007

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Anna Nicole Smith – Guidance for Burial Disputes (PDF)

February 2007

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Davenport Annuities Paid to Minor as Part of Personal Injury Settlement Included in Gross Estate (PDF)

October 2006

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Repeal of Tax on Intangibles Makes Florida Appealing Choice (PDF)

September 2006

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Drafting a Pet Trust (PDF)

July 2006

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Asset Protection Planning – It’s Everywhere, Part II (PDF)

July 2006

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Asset Protection Planning – It’s Everywhere, Part I (PDF)

July 2006

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The Limits of Asset Protection Trusts. A Helpful Reminder (PDF)

July 2006

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