As we move into summer, Antonio Romano, Partner and Co-Chair of Comiter Singer’s Probate Administration Department, shares several recent Florida trust and estate developments worth noting for fiduciaries, institutions, and individuals involved in estate administration. His practice focuses on complex trust, estate, and fiduciary litigation and administration throughout Florida, including matters involving corporate fiduciaries, trustees, personal…
Category: CS Blog
Prenuptial and Postnuptial Agreements in Florida Prenuptial and Postnuptial Agreements are often interpreted as signs of mistrust, or as a sign that one or both of the parties to the Agreement are not “fully committed” to the relationship. Those are common misunderstandings and are far removed from the true purpose…
Lessons from years of IRS practice on what high-net-worth families actually need from their advisors By Emma Smith, Senior Counsel at Comiter Singer (Former Attorney at IRS Chief Counsel) By the time a tax return is being prepared in March or April, almost every meaningful planning lever has already passed.…
Relocating to Florida is a dream for many individuals and families seeking warm weather, favorable tax laws, and a fresh start. But legally speaking, moving is more than changing your address. Questions often arise about domicile, taxes, estate planning, and whether ties to your former state truly end once you…
Homestead law is one of the more complex areas in Florida estate planning. This blog post will provide a general homestead overview, but it will not cover the full spectrum of the rules or the many exceptions. For those of you planning to file for your homestead exemption, please be…
