When a client walks into my office wanting to start a foundation, the first question I have to answer is whether they want a private foundation or a donor advised fund. From the outside the two structures look almost identical. The tax mechanics and operating rules underneath are not, and most of the time the...
David Shulman
By the time someone calls about a parent being financially exploited, money is usually already gone. The question is whether more is about to leave and what can stop it. Jill on what happens when an exploitation call comes in: The first 48 hours matter because financial exploitation tends to escalate. The person doing it...
Using Claude in a browser is a conversation. You type, it writes back, you copy what it gave you and go do something with it yourself. Cowork is different. Cowork is the desktop version of Claude that actually interacts with the programs on my computer. It opens Word, edits documents, organizes files on my hard...
Most Florida lawyers tell clients you can’t disinherit a spouse or minor child from the homestead. That is true, except for the part where it isn’t. The Florida Constitution restricts how you devise the homestead at death. It does not restrict how you hold title during life. Title beats devise every time, and we see...
A client forwarded me an article last week. Same client who forwards me an article every couple of months. The article was real. The estate tax it described was real. It just doesn’t apply to anyone who lives in Florida. There is no Florida estate tax. There hasn’t been one in over twenty years. Florida’s...
Every time I tell another Florida lawyer I use AI in real client matters, I get the same reaction: “Aren’t you violating attorney-client privilege?” No. And the Florida Supreme Court has already addressed it. This is the first video in a series on how I actually use generative AI in my estate planning and probate...
Most law firms talk about personal service. Most don’t actually deliver it. The structural reality of how mid-size and large firms staff cases makes that hard. Jill on how this firm is different: The economics of a typical law firm push work down the chain. Partners bring in matters. Associates do the bulk of the...
Florida emergency temporary guardianship lasts 90 days and does not become permanent. Here is what families get wrong about ETGs under §744.3031....