Perry Law Firm Estate Planning and Probate

Florida’s Labyrinth: the Homestead Exemption

Under Florida law, there are multiple types of Homestead exemptions, including, but not limited to: 1) exemptions from forced sale Art. X, Section 4(a) of the Florida Constitution 2) restrictions of devise and alienation Art. X, Section 4(b) of the Florida Constitution 3) exemptions from taxation Article VII Section 6(a) of the Florida Constitution Florida’s […]

Read More...

Medicaid Planning Activities of Nonlawyers

The Florida Supreme Court has recently issued an advisory opinion concluding that, “in order to protect the public from harm” … “it constitutes the unlicensed practice of law for a nonlawyer to render legal advice regarding the implementation of Florida law to obtain Medicaid Benefits.”  See the Florida Bar re: Advisory Opinion-Medicaid Planning Activities by Nonlawyers, […]

Read More...

Medicaid Planning Activities by Nonlawyers

The Florida Supreme Court recently issued an advisory opinion as to Medicaid planning activities by nonlawyers – SC14-211.  In short, the Court advises that it constitutes the unlicensed practice of law for a nonlawyer to draft a personal service contract and/or to determine the need for, prepare and execute a Qualified Income Trust.  In addition, […]

Read More...

Assisted Living Facility or Nursing Home? One of Life’s Questions.

PBS Frontline recently ran a story title “Life and Death in Assisted Living” you can find it here: http://www.pbs.org/wgbh/pages/frontline/life-and-death-in-assisted-living/.   One of the most difficult conversations that too many families avoid is how to deal with long-term care and an individuals end-of-life decisions.   The National Hospice Foundation  reported that 75% of Americans have not made their end-of-life decisions known, through […]

Read More...

Why do estate planning? Answer No. 6 minimize tax burdens.

Many people do not understand the consequences of failing to properly plan. I recently read a story regarding James Gandolfini’s will. See here http://www.abajournal.com/news/article/gandolfini_will_is_a_tax_catastrophe_estates_lawyer_says/?utm_source=maestro&utm_medium=email&utm_campaign=weekly_email. An inappropriate estate plan lead to a death tax of approximately $30 million.

Read More...

Excellent article for estate planning practitioners

George D. Karibjanian recently wrote a wonderful article regarding the Morey v. Everbank decision in Florida.  The article discusses the interplay between the court’s analysis and the Florida statutes governing the exemption of life insurance proceeds.  Carlton W.  Morey Jr.  was the owner of two life insurance policies “each with death benefits in the amount of […]

Read More...

Want information on Elder law and Senior services and resources?

Perry Law, P.A. will be sponsoring an information booth at todays Safety Harbor 3rd Friday Musical Festival. The booth will have pamphlets and informational fliers on: Elder Law Services Medicare Medicaid Long-Term Care Planning Gereatric Services In Home Assisted Living Veterans Benefits Medicaid Planning Estate Planning In addition, several professionals who provide senior services from […]

Read More...

Walk to End Alzheimer’s

Don’t forget to sign-up for the Walk to End Alzheimer’s.   You can sign up at the following link: http://www.alz.org/flgulfcoast/.Alzheimer’s Association

Read More...

How Gun Trusts Can Work For You

The federal government has enacted a series of laws including the National Firearms Act (the “NFA”), Gun Control Act and Firearms Owners Protection Act (collectively, the “Gun Laws”).  The basic premise of the Gun Laws are to regulate registering and transferring certain firearms.  Specifically, Title II regulates (among other types): Antique Firearms Destructive Devices (bombs, […]

Read More...