Is Florida now a Community Property State?

On June 29, 2021, Governor Ron DeSantis signed into law Senate Bill 1070, known as the Florida Uniform Directed Trust Act (the “Act”), which expands Florida’s directed trust laws.  A directed trust is a trust that appoints a third-party (often called a trust director or trust protector) to provide direction to a trustee regarding trust […]

The Crypto Estate

According to Google Trends, the amount of people searching “cryptocurrency” or “crypto” reached an all-time high this year.  However, many people do not understand the intricacies or implications of cryptocurrency.  Using and investing in cryptocurrency creates considerable estate planning and tax implications. Cryptocurrency is a form of digital currency that is used to purchase goods […]

Changing Residency from New Jersey to Florida

Now more than ever, people are contemplating changing their state residency. We are frequently approached by clients seeking to relocate to Florida for financial reasons but they do not always understand the financial benefits or the process of establishing Florida residency.  To help you decide whether a permanent move from New Jersey to Florida is […]

Using a Lady Bird Deed to Maintain Florida Residency Exemptions

President Lyndon B. Johnson signed into law the Civil Rights Act of 1964 and the Clean Air Act in addition to waging a “War on Poverty.”  He also contributed an estate planning tool that remains popular with residents of certain states today. President Johnson used a special type of deed to gift property to his […]

Have you thought about how “Green” your burial will be?

Green burial

Families facing the loss of a loved one are often comforted knowing that the decedent’s end-of-life wishes were honored. Whether the decedent requested burial, cremation, or anatomical donation, that choice is uniquely their own and helps the decedent’s family to heal. Green burial is an end-of-life choice that is gaining popularity by those who are […]

Florida Health Care Surrogate and Do Not Resuscitate

The ongoing COVID-19 pandemic has created uncertainty for many people. During recent weeks, a number of our colleagues and clients expressed confusion about end-of-life planning, health care surrogate powers and do not resuscitate orders (“DNR Order”). Under Fla. Stat. § 401.445, incapacitated individuals are presumed to have provided informed consent to procedures such as cardiopulmonary […]

Do Not Resuscitate?

In these times of pandemic uncertainty, many people are faced with difficult circumstances, including health-care professionals.  Prolonging life by means of resuscitation is not a decision universally accepted. Leaving that decision to health care providers can be precarious. Hospital and health care professionals are often faced with making decisions of life or death in an […]

Cherry Hill Squares – Episode 3

Join the third episode with lawyers Cynthia Grob and Alexandra Rigden while they talk with Cooper Levenson Estate Planning lawyer Michael Salad.