On Tuesday, April 26th, Andrew R. Comiter spoke at the 34th Annual American Bar Association Real Property, Trust and Estate Law Section’s National CLE Conference on “Estate Planning in an Era of Heightened Tax Enforcement.” Taxation of high-net-worth individuals and families has been a focus of many parties. One consistently…

The Florida Community Property Trust Act, signed into law on July 1, 2021, provides that assets transferred by a married couple to a community property trust will be treated as community property while owned by the trust.  You may be reading this blog post because you have heard of community…

Estate and business attorney Andrew Comiter, who grew up in the Palm Beaches, guides his clients through estate planning. In doing so, he often introduces them to the Jewish Community Foundation (JCF) of Jewish Federation of Palm Beach County -giving them the opportunity to manage their estate tax exposure while…

Florida law permits the challenge to a joint account’s ownership where the creation of the ownership, or a change to the ownership, was the result of undue influence or lack of capacity. See, e.g., Cripe v. Atl. First Nat’l Bank of Daytona Beach, 422 So. 2d 820 (Fla. 1982). There…

Probate is the legal term for a court-directed process during which a will is reviewed by the court for validity and authenticity. Probate also refers to the general administering of a deceased person’s will or the estate of a deceased person without a will. When a person who had assets…