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CLE 3503: Tax, Estate Planning, Real Estate and Ethical Considerations for FL/NY Snowbirds

3 General credit hours; 1 Ethics; 1 Real Estate; 1 Tax Law; 2 Wills, Trusts and Estates

There is a large population of retired or elderly seasonal residents who split their time between a northern residence and winter home in Florida. If you have clients that are among the many “snowbirds” who migrate to Florida each year to escape the cold, there are some important legal considerations when it comes to planning your estate which can help avoid some possibly stressful and costly scenarios for those whom you leave behind.

Many times when a snowbird passes away, that person’s assets are usually split between the two different locations which are governed by different sets of inheritance laws and tax codes. This program will help practitioners learn about unique considerations when administering the estates, how to save considerable time in probate, and at times, costly litigation that could have been otherwise avoided.

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Contact Us

Out-of-State Division
of The Florida Bar
Emily Young, Program Administrator
651 E Jefferson Street
Tallahassee, FL 32399
(850) 561-5650
[email protected]