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DTSTART:20240919T153000Z
DTEND:20240919T170000Z
LOCATION:Heritage Palms Golf & Country Club
UID:2631620240919T153000ZFlorida Community Property Trust:  Stepping up your married client’s planning to obtain full basis step ups at first spouse’s death.
DTSTAMP:20260412T133218Z
DESCRIPTION:\n \n \nIn 2021, Florida legislatively created the ability for married couples to receive community property treatment on certain assets using a Florida Community Property Trust. This presentation will cover a brief background on community property versus separate property systems,  basis adjustments at death, what a Florida Community Property Trust is, what the potential benefits of such a trust are, and who might be good candidates for a community property trust.\n \n* * * * *\n \nJoe Cuffel is an attorney at Green Schoenfeld & Kyle, LLP. Joe practices in the areas of Wills, Trusts, Estate Planning, Taxation and Probate and Trust Administration.\n \nJoe received his Bachelor's Degrees in Marketing and Real Estate from Florida State University in 2012. Joe received his Juris Doctor (J.D.) from Stetson University College of Law in 2020 and earned his Master of Laws in Taxation (LL.M.) from the University of Florida in 2021. Joe is a member of the Lee County Bar Association, the Real Property Probate and Trust Law Section of the Florida Bar, the Tax Section of the Florida Bar, the Planned Giving Council of Lee County and the Estate Planning Council of Lee County.\n \n* * * * *\n \nWhen you register, please indicate your meal selection.\n1. Teriyaki Glazed Salmon w/ mirepoix (mixed w/ diced veggies) white rice & broccoli\n 2. Bruschetta Chicken: chicken breast topped w/ tomatoes, mozzarella, basil, drizzled w/ balsamic glaze; scalloped potatoes & green beans\n 3. Mango Salad: Romaine, diced mango, red peppers, avocado, red onion & citrus vinaigrette\n \nRSVP Deadline September 13  Noon\n \nPLEASE: If you reserve and will be unable to attend,\n call/text 239.827.4588\nso there's no wasted food or money.\n \n* * * * * * * * * * *\n \nSponsorship Available for This Meeting\n \n* * * * * * * * * * *\n \nDirections from the Heritage Palms Gate House on Six Mile Cypress Parkway: Go straight ahead to the stop sign and the Clubhouse will be directly in front of you. \n \nColleagues and professional friends are always welcomed guests.  We are proud to share our Council's activities with them.  Should they wish to be considered for membership, an application is available [Estate Planning Council of Lee County Inc. - Member Application (epclc.org)](https://epclc.org/form.php?form_id=8).\n
SUMMARY:Florida Community Property Trust:  Stepping up your married client’s planning to obtain full basis step ups at first spouse’s death. - Estate Planning Council of Lee  County 
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DESCRIPTION:Reminder
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