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7312 Homestead Tricks and Traps – 2023 Edition CD

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General Credit Hours:4.5

CDs/DVDs may not ship until 4-6 weeks after the original program date below.

This program will cover advanced aspects of Florida’s homestead protections and their effect on estate planning, probate and trust administration, and real estate transactions, including documentary stamps, homestead property tax exemptions and the Save Our Homes Cap, and an update on Florida case law and statutes.

Original Program Date: June 1, 2023
CLE Credit Expiration Date: December 31 2024

5 Minutes
Welcome and Introduction
Jeffrey S. Goethe, Bradenton

25 Minutes
Considerations for Using a Homestead Trust
Joe Percopo, Orlando

25 Minutes
Drafting an Irrevocable Homestead Trust
Jeffrey A. Baskies, Boca Raton

50 Minutes
Estate planning, homestead exemptions, and the Save Our Homes Cap
Dorothy Jacks & Tim Bean, Palm Beach County; Laird A. Lile, Naples

50 Minutes
Update on Florida Case Law and Statutes
Shane Kelley, St. Augustine

30 Minutes
Title Issues – the Underwriting Perspective on Homestead
Jennifer Barrow, Doral

30 Minutes
Title Issues – the Probate and Estate Planning Perspective
Jeffrey S. Goethe, Bradenton

5 Minutes
Concluding Remarks
Jeffrey S. Goethe, Bradenton

Course Number:7312
Credit Hours:
General Credit Hours:4.5
Real Estate Credit Hours:4.5
Tax Law Credit Hours:4.5
Wills, Trusts, and Estates Credit Hours:4.5

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