Life Insurance Proceeds Received 180 Days After Filing Chapter 13 Bankruptcy Is Property of the Bankruptcy Estate

The Middle District of Florida Bankruptcy Court in the case of In Re: Roscoe (siding with the majority view), recently ruled that Bankruptcy Code Section 1306(a) expands the definition of “estate property” (i.e. property that is available to pay creditors) to include life insurance proceeds for one of the debtors who died after the case […]

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Law Resources

Don’t forget the Operating Agreement for your new LLC

The limited liability company is a popular business entity for owners of investment real property who wish to protect themselves from business debts and liabilities. To form a limited liability company (“LLC”) in Florida, the essential document which must be filed with the state is the Articles of Organization. It identifies the LLC’s members (owners), […]

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Elder Law Attorney Discusses Special Needs Planning with PwC Employees

On June 20, 2017, the firm’s special needs planning attorney, Elizabeth Allen, gave a presentation on planning for individuals with special needs to employees of PricewaterhouseCoopers in Tampa.  The presentation was held at the offices of PwC and covered the topics of Supplemental Security Income, Social Security Disability Income, Disabled Adult Child benefits, Medicare and […]

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“Help Me Help You…”

To quote Tom Cruise from the movie, Jerry McGuire, “Help me help you.”   Mediation can be an effective tool in settling cases. However, as the mediator, I can only do just so much to help forge that settlement between the parties. If clients come to the mediation with unrealistic expectations or are not mentally […]

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Who Can Help You When You Need It The Most?

We often tell clients that effective estate planning doesn’t just involve handling matters after your death, but, more importantly, involves making provisions for your care while you are living, but suffer a disabling event which prevents you from acting for yourself. Every adult should have a Designation of Health Care Surrogate to designate someone (and […]

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Should You Bring An Expert Witness to a Mediation?

In many litigation matters, experts will be needed to prove up your client’s case.  For example, in a business divorce, an economist or certified public accountant may be needed to prove up the economics involved in attempting to secure an equitable division of assets. In real estate litigation involving a boundary dispute, a survey expert […]

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