Vol. XXXXVI, No. 3 - Spring/Summer 2025

Chairs Column - The Final Chapter: Stories That Bind Us By John Moran, Esq., Section Chair 2024-2025

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

Amendments To The Rules Of Civil Procedure: A SeriesBy J. Richard Caskey, Co-Chair Ad Hoc Rules Revisions Committee, J. Richard Caskey, P.A., Tampa, Florida

To Bulk Or Not To Bulk? That Is The Telecom QuestionBy Derek A. Carrillo, Esq., Premier Law, Tampa, Florida

RPPTL Sponsors

Allocation Of Liability Claim Risk In Commercial Leases: Contractual Indemnity And Additional Insured CoverageBy Robert  H. Friedman, Esq., Friedman P.A., Palm Beach, Florida

Common Law Duties Owed by Financial Institutions By David A. Weintraub, Esq., David A. Weintraub P.A., Plantation, Florida

Love And Wealth (Some Conditions May Apply) By Robert H. Trudeau, Esq., Purcell, Flanagan & Hay, P.A., Ponte Vedra Beach, Florida and Patrick J. Kilbane, Esq., Ullmann Wealth Partners, Jacksonville Beach, Florida

What Makes You So Interested, Anyway? Who Is Really An Interested Person In A Matter? By Dale Noll, Esq., Akerman LLP, Miami, Florida

Executive Council Meeting & Legislative Update RITZ-CARLTON | AMELIA ISLAND, FLORIDA

Executive Council Meeting & Legislative Update FOUR SEASONS RESORT | ORLANDO, FLORIDA

SALUTE TO JOHN MORAN By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Practice Corner - Probate and Trust Division | Guardian or Guardian Advocate? By Arienne C. Valencia, Esq. LL.M., Roetzel & Andress, LPA, Naples, Florida

Practice Corner - Real Property Division 

Who Pays What Now? The NAR Settlement’s Impact on Florida Real Estate Practices By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida

Probate Case Summaries By Lyudmyla Kolyesnik – Greene|Kolyesnik BridgeTrust, PLLC, Jacksonville, Florida

Real Property Case Summaries By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida

Roundtable - Highlights of the Meeting of the Section REAL PROPERTY DIVISION and PROBATE AND TRUST DIVISION JOINT ROUNDTABLE

ACTIONLINE BULLETIN BOARD

Vol. XXXXVI, No. 2 – Winter 2025

Chair's Column: Safeguarding Humanity in a Digital Age By John Moran, Esq., Section Chair 2024-2025

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

Equitable Claims Despite A Construction Contract: Paschen Affirms The Right To Equitable Relief For Out Of Scope Work By Matthew R. Skaroff, Esq., Cohen Seglias Pallas Greenhall & Furman PC, Fort Lauderdale, Florida, and Ryan P. Sullivan, Esq., Hill, Ward & Henderson, P.A., Tampa, Florida

Applying Florida’s Valued Policy Law to Wind vs. Flood Hurricane Claims By Michael A. Cassel, Esq., LL.M., Cassel & Cassel, P.A., Hollywood, Florida

The FR/BAR Contract In The Courts – A Survey Of DecisionsBy Richard S. McIver, BCS, Kass Shuler, P.A., Tampa, Florida

The Thirty-Five Year Statute of Limitations for Mortgage  Foreclosures By Matthew Baylor, Esq., and Jason Ellison, Esq., Ellison, Lazenby, St. Petersburg, Florida

Executive Council Meeting & Legislative Update LOEWS CORAL GABLES | CORAL GABLES, FLORIDA  SEPTEMBER 7, 2024

Executive Council Meeting THE BROADMOOR COLORADO SPRINGS, COLORADO DECEMBER 4-8, 2024

Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by John C. W. Cherneski, Esq., Jacksonville, Florida

Practice Corner: Probate and Trust Division - Practical Applications of the Florida Slayer Statute By Lyudmyla Kolyesnik, Esq., BridgeTRUST, PLLC, Jacksonville, Florida

Practice Corner: Real Property Division - Condominium Associations: New Official Records Requirements and Penalties By Lisa M. Super, Esq., Zimmerman Kiser & Sutcliffe, P.A., Orlando, Florida

Real Property Case Summaries By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida

Real Property Case Summaries By Camille T. Bailey, Esq., – Sajdera, PA, Boca Raton, Florida

Probate Case Summaries By Arienne C. Valencia, Esq., Roetzel & Andress LPA, Naples, Florida

RPPTL SPONSORS

ActionLine Bulletin Board

Vol. XXXXVI, No. 1 – Fall 2024

Chair's Column By John Moran, Esq., Section Chair 2024-2025

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

The Florida Notary Statute Silence Is Not Golden By Ashley Ivanov, Florida, Esq., The Law Office of Ashley Ivanov, P.A., Lithia Florida

TRADING VACANT SPACES: Private Tenant Financial Uncertainty or State Tenant Sovereign Immunity? By Arthur J. Menor, Esq., Shutts & Bowen LLP, West Palm Beach, Florida

I Want YOUR House By William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida

State of the Law on Technology Usage in Florida Community Associations By Rebecca Newman Casamayor, Esq., Haber Law, LLP, Miami, Florida, and Aaron A. White, Esq., Dunlap and Shipman, Santa Rosa Beach, Florida

GRANTOR TRUST REIMBURSEMENT CLAUSES:A Cause For Concern Following Chief Counsel Advice Memorandum 202352018 By Daniel L. Tullidge, Esq., Fergeson Skipper, P.A., Sarasota, Florida

HISTORY COMMITTEE CORNER REPTILES?? We Weren’t Always Known as Reptiles! By Michael P. Stafford, Esq., Farrell Fritz, P.C., Juno Beach, Florida

Executive Council Meeting & Legislative Update THE BREAKERS | PALM BEACH, FLORIDA JULY 24 – 27, 2024

Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida, Rebecca Wood, Gainesville, Florida, and Klarika Caplano, St. Petersburg, Florida

ROUNDTABLE Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Sara A. Harmon, Esq., Boca Raton, Florida and John C.W. Cherneski, Esq., Jacksonville, Florida

Practice Corner: Real Property Division - Navigating Joint Tenancy with Right of Survivorship in Florida By Danielle N. Clark, Esq., Clark Law Office, PLLC, Fort Myers, Florida

Real Property Case Summaries By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida

Probate Case Summaries By John C.W. Cherneski, Esq., Milam Howard Nicandri & Gillam, P.A., Jacksonville, Florida

RPPTL SPONSORS

ActionLine Bulletin Board

Vol. XXXXVI, No. 1 – Summer 2024

Chair's Column By John Moran, Esq., Section Chair 2024-2025

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

Florida’s Principal and Income Act Gets a Refresh By Sasha A. Klein, Esq. of PwC US, Palm Beach Gardens, Florida and Alexander M. Parthemer, Esq., Jones Foster P.A., West Palm Beach, Florida

VOID DEEDS AND MARRIAGES: Challenging a Deed and a Marriage on the Basis of Lack of Capacity or Undue Influence By Christopher K. Batts, Esq. Shuffield, Lowman & Wilson, P.A., Orlando, Florida 

THE CORPORATE TRANSPARENCY ACT: An Overview And A Look At Its Implications For Trusts By Christopher K. Batts, Esq. Shuffield, Lowman & Wilson, P.A., Orlando, Florida

Political Roundup: Changes From The 2024 Regular Legislative Session By Peter M. Dunbar, Esq., Jones Walker LLP, Tallahassee, Florida

Spotlight On Katherine Frazier By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Executive Council Meeting - Bonita Springs Florida - MAY 30 - JUNE 1, 2024

Roundtable: Real Property Division: Highlights of the Meeting of the RPPTL Section Prepared by Colleen Sachs, Esq., Pensacola, Florida,Rebecca Wood, Esq., Orlando, Florida, and Klarika Caplano, Esq., St. Petersburg, Florida

Roundtable: Probate and Trust Division: Highlights of the Meeting of the RPPTL Section Prepared by John C.W. Cherneski, Esq., Jacksonville, Florida and Sara A. Harmon, Esq., Boca Raton, Florida

Practice Corner: Real Property Division - Property Tax Increases in Florida and the Importance of Homestead Exemption By Danielle N. Clark, Esq., Clark Law Office, PLLC, Fort Myers, Florida

Practice Corner: Probate And Trust Division - The Benefits of E-Wills for Clients and Lawyers Prepared by John C.W. Cherneski, Milam Howard Nicandri & Gillam, P.A. Jacksonville

Probate Case Summaries By By Sara A. Harmon, Esq., Redgrave & Rosenthal LLP, Delray Beach, Florida

Real Property Case Summaries Prepared by Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, FL

RPPTL SPONSORS

ActionLine Bulletin Board

Vol. XXXXV No. 3 Spring 2024

Chair's Column: ALMs Highlights By S. Katherine Frazier, Esq., Section Chair, 2023-2024

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

The Practical And Ethical Implications Of ChatGPT And  Generative Artificial Intelligence For RPPTL Practitioners By J. Grier Pressly, III, Esq., 

Florida’s Mortgage Payoff Legislation: “CONDITIONAL” PAYOFFS EXPRESSLY PROHIBITED By Rebecca L.A. Wood, BCS, Alliant National Title Insurance Company, Gainesville, Florida, and Richard S. McIver, BCS, Kass Shuler, P.A., Tampa, Florida 

Tax Planning for 2026: Are Your Married Clients Being Properly Advised on the Risk of Divorce? By Andrew J. Krause, David A. Ruben and J.P. Bratcher, GrayRobinson, Naples, Florida 

Not Just Any Appraisal Will Do By Rachel E. Fisch, CPA/ABV, MRICS and Stephen King, MAI, MRICS RealAdvice, Tampa, Florida 

Executive Council Meeting FEBRUARY 22 - 24, 2024

Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Pensacola, Florida,Rebecca Wood, Esq., Orlando, Florida, and Klarika Caplano, Esq., St. Petersburg, Florida

Florida Bar CLE Opportunities 

Roundtable: Probate and Trust Division Prepared by Sara A. Harmon, Esq., Delray Beach, Florida and John C.W. Cherneski, Esq., Jacksonville, Florida

Practice Corner: Probate And Trust Division - Mandatory Beneficial Ownership Reporting Is Now Effective For Most Domestic Entities – What Does This Mean For Your Clients? By Sara A. Harmon, Esq., Redgrave & Rosenthal, LLP, Delray Beach, Florida

Practice Corner: Real Property Division - Post Closing Occupancy In A Real Estate Transaction: Drafting The Appropriate Clauses By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida

Real Property Case Summaries By Danielle N. Clark, Esq., Clark Law Office PLLC, Fort Myers, Florida 

Probate Case Summaries By John C.W. Cherneski, Esq., Milam Howard Nicandri & Gillam, P.A., Jacksonville, Florida  

RPPTL SPONSORS

ActionLine Bulletin Board

Vol. XXXXV No. 2 Winter 2024

Chair's Column: Honoring Phil Baumann And The Law School Outreach Committee By S. Katherine Frazier, Esq., Section Chair, 2023-2024

Letter From The Co-Editors-In-Chief By Erin Finlen and Michelle Hinden

What Estate Planners Need To Know About 501(c)(4)s By Jeffrey J. Spina-Jennings, Esq., Gould Cooksey Fennell, PLLC, Vero Beach, Florida

Florida Bar Ethics Opinion OKs Lawyers’ Use Of Generative "AI", But With Cautions By Paul Roman, Esq., roman | northwood pllc, Boca Raton, Florida

The Practical Uses Of Nonjudicial Settlement Agreements In The Context Of A Trustee’s Duty To Diversify And Duty Of Impartiality By David E. Wolff, Esq., Wolff Law, P.A., Hallandale Beach, Florida

Understanding Senate Bill 264 And The New Rules For Land Ownership By Foreign Principals By Michael Rothman, Esq., The Fund, Orlando, Florida

Introducing The Real Property, Probate and Trust Law Section History Committee By David Brennan, Esq., The Brennan Law Firm, Orlando, Florida

Executive Council Meeting

Fellows Program Open To All Young RPPTL Attorneys

Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Pensacola, Florida and Rebecca Wood, Esq., Orlando, Florida

Roundtable: Probate and Trust Division Prepared by John C.W. Cherneski, Esq., Jacksonville, Florida and Sara A. Harmon, Esq., Boca Raton, Florida

Practice Corner: Probate And Trust Division - Challenging a Power of Attorney in Guardianship Proceedings Prepared by John C.W. Cherneski, Esq., Milam Howard Nicandri & Gillam, P.A., Jacksonville, Florida

Practice Corner: Real Property Division - Protecting Your Real Estate Transactions From Fraud By Natasha Selvaraj, Esq., Berlin Patten Ebling, PLLC, Sarasota, Florida

RPPTL Sponsors

Fellows Flashback - Life After the RPPTL Fellows Program By Kristen King Jaiven, Esq., Kristen King Jaiven, Lawyer, PLLC, Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Danielle N. Clark Of Clark Law Office, PLLC, Fort Myers, Florida

Probate Case Summaries By Sara A. Harmon, Esq., Redgrave & Rosenthal LLP, Delray Beach, Florida

ActionLine Bulletin Board

Vol. XXXXV No.1 Fall 2023

Chair's Column - Section Success Through Teamwork, Education and Engagement By S. Katherine Frazier, Esq., Section Chair, 2023-2024

Letter From The Co-Editors-In-Chief By Michael Bedke, E. Finlen, M. Hinden

Don’t Miss The Boat: How To Navigate The Stormy Waters Of Nonjudicial Settlement Agreements Through The Proper Use Of Part III, Representation, Of The Florida Trust Code By Alexander S. Douglas, II, Esq., ShuffieldLowman, Orlando, Florida

My House Was Just Stolen: Title Fraud, The Problem, And The  Beginning Of A Solution By Christopher W. Smart, Esq., Carlton Fields, Tampa, Florida

The Legal And Practical Mechanics Of Nominating Guardians For Minor Children In Florida  By Monique Lavender Greenberg, Esq. Monique Lavender Greenberg PLLC, Coral Gables, Florida

The Intersection Of Onboarding High Net Worth Clients And Gift Tax Reporting Gift Tax Return Reviews: Tips, Traps and Opportunities By Sarah H. Hayford, Esq., Carla A. DeLoach, Esq., and Jordan DeLoach Hurlburt, Esq., DeLoach Planning, P.L., Orlando, Florida

Membership & Inclusion Committee Minority Lawyers Seminar Series: Recap Of Year Three By Annabella Barboza, Esq., Barboza Law & Associates, P.A., Plantation, Florida and Lillith Bailey, Esq., SJF Law Group, Plantation, Florida 

Executive Council Meeting September 20-24, 2023 Fairmont Le Chateau Frontenac • Quebec City, Quebec, Canada

Free Nota Trust Accounting Resource From The Florida Bar By Scott Westheimer, President, The Florida Bar

Meet Your Incoming RPPTL Fellows By Daniel L. McDermott, Daniel McDermott, P.A., Fort Lauderdale, Florida (P&T)

RPPTL SPONSORS 

A Tribute To Sarah S. Butters By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Roundtable: Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida, and Michelle Hinden, Esq., Orlando, Florida 

Roundtable: Probate and Trust Division Prepared by Jeanette Mora, Esq., Orlando, Florida

Practice Corner: Probate and Trust Division - Understanding Florida’s Elective Share Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida

Practice Corner: Real Property Division - New Legislation Permitting Landlords To Accept “A Fee In Lieu Of A Security Deposit” Janaye Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida

SECTION SPOTLIGHT - Annual Section Awards By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Probate Case Summaries By Sandy Boisrond, Esq., Spectrum Law Firm, Miami, PLLC, Miami/Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida

Actionline Bulletin Board

Vol. XXXXIV No.4 Summer 2023

Chair's Column - Focus On The Future Of The Section By Sarah S. Butters, Section Chair, 2022-2023 

Letter From The Co-Editors-In-Chief By Michael Bedke, E. Finlen, M. Hinden

Thanks, But No Thanks — The Ethics of Clients’ Gifts By William T. Hennessey, Esq., Gunster, Yoakley & Stewart, P.A.,  West Palm Beach, Florida

Arbitration Agreements In Residential Construction Contracts By Brett M. Henson, Esq., Shumaker, Loop & Kendrick, LLP, Sarasota, Florida 

Not Just For Hollywood Anymore? Biometric & RON in Today’s Real Estate World By Lindsey Shomali, Esq., WFG National Title Insurance Company, Lake Mary, Florida

Florida Uniform Disposition of Community Property Rights at Death Act: Time for an Update? By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida and Patrick J. Lannon, Esq., Shutts & Bowen, LLP, Miami, Florida

Political Roundup:Leadership Priorities of the 2023 Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Executive Council Meeting FEBRUARY 22 – 26, 2023 Sandestin Golf and Beach Resort • Destin, Florida

Roundtable: Real Property Division
Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Michelle Hinden, Esq. Orlando, and Jin Liu, Esq., Tampa

Roundtable: Probate and Trust Division Prepared by Amanda C. Cummins, Esq., St. Petersburg, Florida

Practice Corner: Probate and Trust Division - Guardianship and Autism: How To Address the Non-Speaking Ward in Incapacity Determination and Guardianship Proceedings By Sandy Boisrond, Esq., Spectrum Law Florida, Miami/Fort Lauderdale, Florida

Practice Corner: Real Property Division - Homestead Tax Exemption Reduced Where Portion Of Homestead Is Rented Out By Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida

SECTION SPOTLIGHT ALMs Mix A Lively Alphabet Soup in Gainesville By Rebecca L.A. Wood, Esq., Sr. Underwriting Council, The Fund

Real Property Case Summaries Prepared by Janaye Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida

Probate Case Summaries Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida

Actionline Bulletin Board

Vol. XXXXIV, No. 3 Spring 2023

Chair's Column By Sarah S. Butters, Section Chair, 2022-2023 

Letter From The Co-Editors-In-Chief By Michael Bedke, E. Finlen

The Professional Fiduciary Council: A Conversation With Darby Jones By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida 

Arbitration Agreements In Residential Construction Contracts By Brett M. Henson, Esq., Shumaker, Loop & Kendrick, LLP, Sarasota, Florida 

Do You Need Client Consent To Disclose Estate Plan Documents? By James W. Martin, Esq., James W. Martin, P.A., St. Petersburg, Florida 

Closing A Deal With A Hard Money Lender? Five Key Points Before You Close By Lauren J. Danilchenko, Esq., Fund That Flip, Inc., Jacksonville, Florida 

Secure 2.0: What You Need To Know By Denise B. Cazobon, Esq., and Alfred J. Stashis, Jr. , Esq., Dunwody White & Landon, P. A. , Naples, Florida 

Reserving Judgment: New Requirements May Have Unintended Outcomes For Condominium Board Members By Shayla J. Mount, Esq., Arias Bosinger, Orlando, Florida, 2nd Year RPPTL Real Property Fellow 

Political Roundup: Leadership Priorities Of The 2023 Session By H. French Brown, IV, Dean Mead, Tallahassee, Florida 

Executive Council Meeting

Roundtable: Real Property Division Prepared by Colleen Sachs, Pensacola, Florida, Michelle Hinden, Orlando, Florida, and Jin Liu, Tampa, Florida 

Roundtable: Probate And Trust Division Prepared by Jeanette Mora, Esq., Orlando, Florida 

Practice Corner: Probate And Trust Division - Garn-St Germain And Exceptions To Due-On-Sales Clauses Prepared by Jeanette Mora, Esq., Family First Firm, Orlando, Florida 

Practice Corner: Real Property Division - Expanding On Existing Easements: Legal And Financial Considerations When Advising Clients By Janaye G. Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida

Section Spotlight: Section Members Honored At Pro Bono Awards

Real Property Case Summaries By Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida

Real Property Case Summaries  By Jade Davis, Esq., Hall Booth Smith, P.C., Tampa, Florida 

Probate Case Summaries By Sandy Boisrond, Esq., Spectrum Law Firm Miami, PLLC, Miami/Fort Lauderdale, Florida 

Actionline Bulletin Board 

Vol. XXXXIV, No. 2 Winter 2023

Chair's Column: The Section’s Assistance To The Legislative And Judiciary Branches By Sarah S. Butters, Section Chair, 2022-2023

Letter From The Co-Editors-In-Chief By Michael Bedke and Erin Finlen

Rule 4-1.14: Diminished Capacity Resolving Diminished Clarity By Justin A. Shifrin, Esq., Gunster, Yoakley & Stewart, P.A., West Palm Beach, Florida

Local Government Land Use Restrictions: Mandating Ordinances By Macie J.H. Codina, Esq., Guilday Law, Tallahassee, Florida and Ralph A. DeMeo, Esq., Guilday Law, Tallahassee, Florida

Recent Cases Deny Charitable Income Tax Deductions: CWA Revisited By Denise Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida Kelly Hellmuth, Esq., Holland & Knight, Jacksonville, Florida Alyssa R. Wan, Esq., Fowler White Burnett, P.A., Miami, Florida

The Lerbakken Fix: Individual Retirement Accounts Transferred Incident To Divorce Are Exempt From Creditor Claims By Alisa M. Heedy, Esq., Williams Parker, Sarasota, Florida, and Alfred J. Stashis, Jr., Esq., Dunwody White & Landon, P.A., Naples, Florida

Post Surfside: Technologies For Extending The Useful Life Of Concrete Buildings By Mark Young, Esq., Kubicki Draper; West Palm Beach, Florida

Who Has Standing? A Trustee’s Duty to Account By Theodore S. Kypreos, Esq., Jones Foster P.A., West Palm Beach, Florida

Political Roundup: 2022 Election Debriefing By French Brown, Esq., Dean Mead, Tallahassee, Florida and Anna Lusk, Juris Doctor Candidate, Dean Mead, Tallahassee, Florida

Executive Council Meeting SEPTEMBER 28 – OCTOBER 2, 2022 Opal Sands Harborside Bar Harbor, Maine

Meet Your New RPPTL Fellows By Daniel L. McDermott, Esq., Daniel McDermott, P.A., Fort Lauderdale, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section - PROBATE AND TRUST DIVISION The Breakers, Palm Beach, Florida Prepared by Eamonn W. Gunther, Esq., Boca Raton, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section - REAL PROPERTY DIVISION The Breakers • Palm Beach, Florida Prepared by Colleen Sachs, Pensacola, Florida, Michelle Hinden, Orlando, Florida, and Jin Liu, Tampa, Florida

PRACTICE CORNER - REAL PROPERTY DIVISION Post Storm Relief: Recent Statutory Amendments Help Private Property Owners Understand Statutory Rights to Prune, Trim, and Remove Trees By Jade Davis, Esq., Shumaker, Loop & Kendrick, LLP, Sarasota, Florida

PRACTICE CORNER - PROBATE AND TRUST DIVISION Guardianship Practice: Working With Autism Families By Sandy Boisrond, Esq., Spectrum Law Firm Miami, PLLC, Miami/Fort Lauderdale, Florida

SECTION SPOTLIGHT - Section Members Mobilize In Response To Hurricane Ian By Steven H. Mezer, Esq., ALM Chair

Probate Case Summaries By Jeanette Mora, Esq., Widerman Malek, PL, Celebration, Florida

Real Property Case Summaries By Janaye G. Pieczynski, Esq., Ausley & McMullen, P.A., Tallahassee, Florida

ActionLine Bulletin Board

Vol. XXXXIV, No. 1 Fall 2022

Chair's Column: Focus on CLE By Sarah S. Butters, Section Chair, 2022-2023

Letter From The Co-Editors-In-Chief By Michael Bedke and Erin Finlen

Post Facto Commercial Lease Default By Jason Ellison, Esq., Ellison | Lazenby, St. Petersburg, Florida

I QUIT: Trustee Resignation Rules Clarified By Patrick J. Lannon, Esq., Shutts & Bowen, LLP, Miami, Florida and Mary Karr, Esq., Gunster, Miami, Florida

Critical Drafting Considerations For Operating Agreements And How To Avoid Or Limit Liability Between And Among Members Of An LLC By Paul O. Lopez, Esq. Tripp Scott, P.A., Fort Lauderdale, Florida and Brittany Hynes, Esq., Tripp Scott, P.A., Fort Lauderdale, Florida

CPM Scheduling Made Easy By Mark Young, Esq., Kubicki Draper P.A., West Palm Beach, Florida

Marketable Record Title Act Uniform Title Standards Get A Makeover By Laura Licastro, Westcor Land Title Insurance Company, Maitland, Florida, and Melissa Scaletta, Attorneys’ Title Fund Services, LLC, Orlando, Florida

Friends Of The Section - 2022 Legislative Session By Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida

Changes From The 2022 Regular Legislative Session By Peter M. Dunbar, Esq.,Dean, Mead & Dunbar, Tallahassee, Florida

Executive Council Meeting - JULY 21 – 23, 2022 The Breakers • Palm Beach, Florida

ROUNDTABLE - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida

PRACTICE CORNER - REAL PROPERTY DIVISION Helping To Alleviate Condominium Unit Owner Reservations About New Statutory Reserve Requirements Prepared By: Shayla J. Mount, Esq., Arias, Bosinger, Real Estate and Association Attorneys, Winter Park, Florida

PRACTICE CORNER - PROBATE AND TRUST DIVISION The Impact Of Local Rules And Requirements On Probate Prepared by Taniquea Reid-Wolliston, Esq., Royal Palm Beach, Florida

SECTION SPOTLIGHT - Annual Section Awards
By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Membership & Inclusion Committee’s Minority Lawyers Seminar Series Underway By Annabella Barboza, Esq., and Lilleth Bailey, Esq.

PA Tribute To Robert S. Swaine By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Probate Case Summaries By Amanda C. Cummins – AC Cummins Law, St. Petersburg, Florida

Real Property Case Summaries By Melissa M. Hernandez, Esq. Overstreet Law, P.A., Kissimmee, Florida

Cooley Law School Presentation: Title 101 From Contract To Close By John Redding, Esq. and Johnathan Butler, Esq.

ActionLine Bulletin Board

Vol. XXXXIII, No. 4 Summer 2022

Chair's Column: What do I get out of the RPPTL Section? By Robert Swaine, Section Chair, 2021-2022

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Surfside's Repercussions Swamp Residential Resales? Following The Money As Lending Restrictions Lead To Reforms By Michael J. Gelfand, Esq., Gelfand & Apre, P.A., West Palm Beach, Florida

Don't Lose Your Wallet! Five Things To Know About Estate Planning With Cryptocurrency By Shaina Kamen, Esq., Holland & Knight LLP, Miami, Florida, and New York, New York

Examining A Recent Case On Fee Sharing: Estate Of Pounds V. Miller & Jacobs, P.A. By Allison S. Neumann and Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida

Probate Blindside: Common Law Marriage Redux By William D. Slicker, Esq., Slicker P.A., St. Petersburg, Florida

Fiduciary Receipts from Entities: Key Principal and Income Rules and Practical Considerations By Jolyon D. Acosta, Esq., Bush Ross, P.A., Tampa, Florida

Donor-Advised Funds – The Fastest Growing Charitable Vehicle By Betsy Pennewill, General Counsel, Community Foundation of Sarasota County, Inc., Sarasota, Florida

Executive Council Meeting March 3 – 5, 2022 Hotel Bennett • Charleston, South Carolina

Executive Council Meeting March 31 – April 2, 2022 AC Hotel by Marriott Tallahassee • Tallahassee, Florida

A Primer on ESG for Real Estate Practitioners By Michael Bedke, Esq., DLA Piper LLP (US), Miami, Florida

Working With The RPPTL Legislative Consultants: AN OVERVIEW By Martha Edenfield, Esq., Dean Mead, Tallahassee, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Pensacola, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Nicole Bell Cleland, Esq., St. Petersburg, Florida

Practice Corner - Probate and Trust Division - The Impact Of Intestacy On Children Of Modern Families  By Amanda C. Cummins, Esq., St. Petersburg, Florida

Practice Corner - Real Property Division - Preparing Deeds and Depending on the General Power of Attorney By Melissa M. Hernandez, Esq., Overstreet Law, P.A., Kissimmee, Florida

Real Property Case Summaries Prepared by Shayla Johnson Mount, Esq., Overstreet Law, P.A., Kissimmee, Florida

SECTION SPOTLIGHT  

Probate Case Summaries Prepared by Taniquea Reid-Wolliston, Esq., Royal Palm Beach, Florida

ActionLine Bulletin Board

Vol. XXXXIII, No. 3 Spring 2022

Chair's Column: What do I get out of the RPPTL Section? By Robert Swaine, Section Chair, 2021-2022

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Asset Protection Highlights Heading Into The New Year By Jerome L. Wolf, Esq. and Timothy H. Wolf, Esq. Katz Baskies & Wolf PLLC, Boca Raton, Florida

It Isn’t Official Until It Is “Official Records” Official By Klarika J. Caplano, Esq., Coats Schmidt, P.A., St. Petersburg, Florida Lindsay A. Moczynski, Esq., DSK Law, Tampa, Florida

RPPTL General Sponsors

Car Ownership And The Dangerous Instrumentality Doctrine By Joseph M. Percopo, Esq., LL.M.; Orlando, Florida

Improving Your Client Cash Conversion Cycle By Jordan DeLoach Hurlburt, Esq., & Carla A. DeLoach, Esq., DeLoach P.L., Orlando, Florida

The Search For A Dementia Medication By William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida

Florida Bar Tech Helpline Ready To Assist Members With Routine Needs By Mark D. Killian Editor, The Florida Bar News

Executive Council Meeting November 3 – November 7, 2021 Luminary Hotel & Co. Fort Myers, FL

SECTION SPOTLIGHT

Political Roundup - 2022 Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Pensacola, Florida Jin Liu, Esq., Tampa, Florida Michelle Hinden Esq., Orlando, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Lilleth Bailey, Esq. Fort Lauderdale, Florida

Practice Corner - Probate and Trust Division - Tips For Successfully Navigating Probate: Know The Rules And The Systems   By Taniquea Reid, Esq., Royal Palm Beach, Florida

Practice Corner - Real Property Division - Who’s Charging Whom? Considerations For Property Owners And Community Associations Regarding The Installation And Operation Of Electronic Vehicle Charging Stations By Shayla Johnson Mount, Esq., Arias Bosinger Real Estate and Association Attorneys, Winter Park, Florida

Real Property Case Summaries Prepared by Melissa M. Hernandez, Esq., Overstreet Law, P.A., Kissimmee, Florida

Probate Case Summaries Prepared by Amanda C. Cummins, Esq., AC Cummins Law, St. Petersburg, Florida

ActionLine Bulletin Board

Vol. XXXXIII, No. 2 Winter 2021

Chair's Column: What do I get out of the RPPTL Section? By Robert Swaine, Section Chair, 2021-2022

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Guardianship, Visitation, Exploitation, and Elder Caring Coordination William D. Slicker, Esq., William D. Slicker, P.A., St. Petersburg, Florida  

Navigating Multiple Fiduciaries: Florida Uniform Directed Trust Act And Co-Trustee Considerations By Stacy B. Rubel, Esq., The Virgil Law Firm, Coral Gables, Florida and Richard DeNapoli, Esq., Coral Gables Trust Company, Coral Gables, Florida

Multifamily Telecommunication Contracts: The Who, Why, And How By Derek A. Carrillo, Esq., The NRP Group, Tampa, Florida

Planning With Florida Community Property Trusts By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida

Sayonara Stepped-Up Basis? The Tax Policies Behind Why It Might Be Time For Stepped-up Basis To Step Aside By Elizabeth M. Hughes, Esq., Akerman LLP, Miami, Florida

Credit Bids In Bankruptcy Real Estate Sales With Multiple Creditors By Daniel Etlinger, Esq., Jennis Morse Etlinger, Tampa, Florida

RPPTL Section Executive Council Meeting Breakers • Palm Beach, Florida July 22-24, 2021

Senate Bill 50 & Florida’s Sales Tax On Commercial Rent By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Fort Lauderdale, Florida

SECTION SPOTLIGHT - Annual Section Awards Prepared by Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Political Roundup - 2022 Session Preview By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Roundtable - Highlights of the Meeting of the RPPTL Section REAL PROPERTY DIVISION Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida, Jin Liu, Esq., Tampa, Florida, and Michelle Hinden, Esq., Orlando, Florida,

Roundtable - Highlights of the Meeting of the RPPTL Section PROBATE AND TRUST DIVISION Prepared by Lilleth Bailey, Esq. Fort Lauderdale, Florida

Practice Corner - Real Property Division - The Brownfields Program – A Practitioner’s Summary For Rehabilitation, Economic Development And Liability Protection By Melissa M. Hernandez, Esq., Assistant County Attorney, Seminole County, Florida

Practice Corner - Probate and Trust Division - Maintaining an Attorney – Client Relationship Beyond The Signed Estate And Trust Plan By Amanda C. Cummins, Esq., AC Cummins Law, St. Petersburg, Florida 

Real Property Case Summaries Prepared by Shayla M. Johnson Mount, Esq., AriasBosinger, Winter Park, Florida 

Probate Case Summaries Prepared by Taniquea Reid-Wolliston, Esq., Royal Palm Beach, Florida 

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXXIII, No. 1 Fall 2021

Chair's Column: What do I get out of the RPPTL Section? By Robert Swaine, Section Chair, 2021-2022

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Alert! New Duty To Disclose Your Statutory Attorney Fee In Estate And Trust Administrations J. Grier Pressly, III, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida  

An Introduction To Reinforced Concrete By Mark Young, Esq., AS-BUILT Law, PLLC, West Palm Beach, Florida

Is a Limited Liability Company Inheritance Agreement Enforceable? By Patrick J. Lannon, Esq, Shutts & Bowen, LLP, Miami, Florida

Things That Go Bump In The Night: Top Title Claims And Closing Risks By Marcelana R. Anthony, Esq., and E. Ashley McRae, Esq., Old Republic National Title Insurance Company, Tampa, Florida

Collaborative Law In Probate And Trust Disputes: An Alternative Approach By Cady L. Huss, Spivey & Huss, P.A., Sarasota, Florida

Section Spotlight: Friends of the Section — 2021 Legislative Session By Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida

Political Roundup Changes From The 2021 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Roundtable: REAL PROPERTY DIVISION Prepared by Colleen Sachs Esq., Santa Rosa Beach, Florida, Jin Liu, Esq., Tampa, Florida, and Michelle Hinden, Esq., Orlando, Florida

Roundtable: PROBATE & TRUST DIVISION Prepared by Joseph M. Percopo, Orlando, Florida and Antonio P. Romano, Palm Beach Gardens, Florida

A Tribute to William T. Hennessey, III By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Practice Corner: Real Property Division - Recent Change To Florida’s Summary Judgment Standard, Rule 1.510 By Terrence L. Harvey, Esq., The Harvey Firm, PLLC, Jacksonville, Florida

Practice Corner: Probate And Trust Division - Petitioning Pitfalls By Lilleth Bailey, Esq., Probate Division, Broward County Courthouse, Fort Lauderdale, Florida

Probate Case Summaries Prepared by Nicole Bell Cleland, Esq., Legacy Protection Lawyers, LLP, St. Petersburg, Florida

Real Property Case Summaries Prepared by Erin Miller-Meyers, Esq. Grant Cottrell Miller-Meyers, PLLC, Naples, Florida  

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXXII, No. 4 Summer 2021

Chair's Column: An Open Invitation to Our Members By William T. Hennessey, III, Section Chair, 2020-2021

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Establishment Of Lost Wills And Lost Trusts By William D. Slicker, Esq., Slicker Law, P.A., St. Petersburg, Florida 

Under The Umbrella: Why The Court’s Analysis In Broward County v. CH2M Hill, Inc. Should Have Contractors Feeling Right As Rain By Angie VandenBerg, Esq. and Matt Greetham, Esq., Moyer Law Group, St. Petersburg, Florida

Trap For The Unwary: Missing The Deadline On Seeking Attorney’s Fees By Steven “Rusty” Nisbet, Esq., Zinzow Law, LLC, Trinity, Florida

Bad Boy Clauses And The Good Charities That Use Them By Lisa H. Lipman, Esq., Roetzel & Andress LPA, Naples, Florida

Florida Uniform Title Standards Adds Chapter On Easements By Gregory T. Hall, Esq., Senior Claims Counsel, Stewart Title Guaranty Company, Tampa, Florida

Section Spotlight: Law Students Empowerment Summit: “A Day in the Life…” By Yveline Dalmacy, MBA, M.A., Cooley Law School 3rd Year Law Student, President WMU Cooley RPPTL-SA

RPPTL Section Executive Council & Committee Hybrid Meetings

Political Roundup: 2021 Session Summary By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Megan Proulx Dempsey, Florida Attorneys Counseling on Evictions (FACE) First Pro Bono Attorney In The 13th Judicial Circuit By Nancy M. Lugo, FACE Regional Coordinating Attorney, Bay Area Legal Services, Tampa, Florida and Johnathan Butler, Lead At Large Member (ALM) of the Real Property Probate & Trust Law (RPPTL) Section of the Florida Bar, 13th Circuit, Tampa, Florida

Roundtable: Probate and Trust Division

Roundtable: Real Property Division

Practice Corner: Real Property Division By Terrence L. Harvey, Esq., The Harvey Firm, PLLC, Jacksonville, Florida

Practice Corner: Probate And Trust Division By Lilleth Bailey, Esq., Probate Division, Broward County Courthouse, Fort Lauderdale, Florida 

Probate Case Summaries Prepared By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, LLP, St. Petersburg, Florida

Real Property Case Summaries Prepared By Erin Miller-Meyers, Esq. Grant Cottrell Miller-Meyers, PLLC, Naples, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXXII, No. 3 Spring 2021

Chair's Column: An Open Invitation to Our Members By William T. Hennessey, III, Section Chair, 2020-2021

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke

Here We Go Again: Distressed Commercial Real Estate In A Pandemic PART II-Foreclosures and Bankruptcies By E. Ashley McRae, Esq., Old Republic National Title Ins. Co., Tampa and Manuel Farach, Esq., Mrachek Law, West Palm Beach, Florida

When “Uniform” Doesn’t Mean “Uniform”– Reviewing Trusts Governed Under Other UTC Jurisdictions By George D. Karibjanian, Esq., Franklin Karibjanian & Law PLLC, Boca Raton, Florida

Recent Developments And Common Pitfalls In The Creditors’ Claims Process By Theodore S. Kypreos, Esq., Jones Foster P.A., West Palm Beach, Florida

Section Spotlight: Frontline Heroes Project Update January 2021 By Johnathan Butler, Lead At Large Member (ALM), Florida Bar Real Property Probate & Trust Law (RPPTL) Section

Political Roundup: 2021 Session Preview By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Roundtable: Highlights of the Meeting of the RPPTL Section Real Property Division Prepared by Colleen Sachs, Esq., Michelle Gomez Hinden, Esq., and Jin Liu, Esq.

Roundtable: Highlights of the Meeting of the RPPTL Section Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida, Joseph M. Percopo, Orlando, Florida, and Antonio P. Romano, Palm Beach Gardens, Florida

Practice Corner: Real Property Division - Residential Real Estate Transactions – The Engagement Letter Revisited By Erin Miller-Meyers, Esq., Grant Cottrell Miller-Meyers, PLLC, Naples, Florida

Practice Corner: Probate and Trust Division - Generation ME: Planning for Millennials By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, L.L.P., St. Petersburg, Florida

Probate Case Summaries Prepared by Lilleth Bailey, Esq., Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Terrence L. Harvey, Esq. The Harvey Firm, PLLC, Jacksonville, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXXII, No. 2 Winter 2020

Chair's Column - In Memory Of Lynwood F. Arnold, Jr. – A Call To Service By William T. Hennessey, III, Section Chair, 2020-2021

Letter from the Co-Editors-In-Chief By J. Baskies and M. Bedke

Here We Go Again: Distressed Commercial Real Estate In A Pandemic PART I-Commercial Loan Workouts By E. Ashley McRae, Esq., Old Republic National Title Ins. Co., Tampa and Manuel Farach, Esq., McGlinchey Stafford, Ft. Lauderdale

Current Landscape of Commercial Foreclosures and Receiverships By Amy Reagan, Esq., Associate, DLA Piper, LLP (US), Miami and Janelly Crespo, Esq., Associate, DLA Piper, LLP (US), Miami

I Am Interested, So Am I An Interested Person? By Stacy B. Rubel,Esq., The Virgil Law Firm, Coral Gables, Florida

Section Spotlight - Congratulations To The 2019-2020 Awards Recipients By Jen Bloodworth, Esq., Senior Underwriting Counsel, First American Title Insurance Company, and Rob Freedman, Esq., Section Chair for Bar Year 2019-2020

Meet Your New RPPTL Fellows By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida (P&T) and Salomé Bascuñan, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida (RP)

Political Roundup: 2020 Election Debriefing By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Novation Of A Covenant, An Oxymoron? By Michael Gelfand, Esq., Gelfand and Arpe, P.A., West Palm Beach, Florida

Recent Decision In Warner v. Quicken Loans, Inc. Provides That Certain Third Parties Have Standing To Challenge Invalid Homestead Orders By Jeffrey A. Baskies, Esq., And Allison S. Neumann, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida  

Florida Attorneys Counseling on Evictions (“FACE”) By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida 

Frontline Heroes Program By Johnathan L. Butler, 13th Circuit Lead ALM

Roundtable Highlights of the Meeting of the RPPTL Section - Real Property Division Prepared by Colleen Sachs, Esq., Jin Liu, Esq., and Michelle Gomez Hinden, Esq.

Roundtable Highlights of the Meeting of the RPPTL Section - Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida

Practice Corner: Real Property Division - Residential Real Estate Transactions - The Persistent Problem With Permits By Erin Miller-Meyers, Esq., Grant Cottrell Miller-Meyers, PLLC, Naples, Florida

Practice Corner: Probate and Trust Division - Computershare or Computer-Nightmare? By Nicole Bell Cleland, Esq., Legacy Protection Lawyers, L.L.P., St. Petersburg, Florida

Probate Case Summaries Prepared by Lilleth Bailey, Esq., Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Terrence L. Harvey, Esq. The Harvey Firm, PLLC, Jacksonville, Florida

FR/BAR Constracts & Riders

Probate & Guardianship Forms

Section By-Laws Updated By Michael Gelfand, Esq., Gelfand and Arpe, P.A., West Palm Beach, Florida

What’s Happening Within The Section...

Vol. XXXXII, No.1 Fall 2020

Chair's Column - Man Plans, And God Laughs! By William T. Hennessey, III, Section Chair, 2020-2021

Letter from the Co-Editors-In-Chief By J. Baskies and M. Bedke

As The RPPTL World Turns: The Impact Of The Pandemic And Remote/Zoom Hearings, Depositions And Mediations On Your Trusts And Estates Litigation Practices By Daniel A. Seigel, Esq., Law Offices of Daniel A. Seigel, P.A. and Jeffrey A. Baskies, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida

Clearing Up The Confusion! Notices Of Commencement Demystified By Ashley McRae, Esq., Old Republic National Title Insurance Company, Lee Weintraub., Esq., and Edward Lohrer, Esq., Becker & Poliakoff, Ft. Lauderdale, Florida

Exemptions And Waivers: Kearney Construction – A Whole New Ball Game By Jonathan E. Gopman, Esq., Anna E. Els, Esq., Akerman LLP, Naples, Florida and Michael A. Sneeringer, Esq., Porter Wright Morris & Arthur, LLP, Naples, Florida

Are Transfers Of Encumbered Property To Revocable Trusts Subject To Documentary Stamp Tax? By Robert T. Carroll, Esq., Wilson & Johnson, P.A., Naples, Florida

Roth IRA Conversions After The SECURE Act By Alfred J. Stashis, Jr., Esq., and Denise B. Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida

Cooley Law School February 26, 2020 Event By Johnathan Butler, Lead ALM, 13th Circuit

Political Roundup: Changes From The 2020 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Friends of the Section Martha J. Edenfield, Esq., Dean Mead, Tallahassee, Florida

Roundtable Probate And Trust Division Prepared by Sarah Butters, Esq., Ausley McMullen, Tallahassee, Florida and Elizabeth A. Bowers, Esq., Gunster, Yoakley & Stewart, P.A., West Palm Beach, Florida 

Roundtable Real Property Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida 

RPPTL Section’s At-Large Members By Lawrence J. Miller, Esq., Gutter, Chaves, Josepher, Rubin, Foreman, Fleisher, Miller, P.A., Boca Raton, Florida

The Threshold Question On Threshold Inspections: To Whom Does The Threshold Inspector Owe A Duty? By Perry M. Adair, Esq., Becker & Poliakoff, P.A., Coral Gables, Florida

Enhanced Life Estates Are Now Standard Practice By Benjamin T. Jepson, Esq., Attorneys’ Title Fund Services, LLC, Orlando, Florida

A Tribute To Rob Freedman By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Practice Corner: Real Property Division - Residential Real Estate Transactions? By Kristen King Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida

Practice Corner: Probate and Trust Division - Special Considerations In An Ever-Increasing LGBTQ+ World By Antonio P. Romano, Esq., Comiter, Singer, Baseman & Braun, LLP

State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Case Summaries - Probate And Trust Joseph M. Percopo, Esq., LLM. Mateer & Harbert, P.A

Case Summaries - Real Property Prepared by J. Christopher Barr, Esq., Bryant, Higby & Barr, Panama City, Florida

What’s Happening Within the Section

Actionline Bulletin Board

Vol. XXXXI, No.4 Summer 2020

Chair and Editor's Column By R. Freedman, J. Baskies, M. Bedke

Summary of Paycheck Protection Program By Keith Durkin, Esq., Baker Hostetler, Orlando, Florida

Surviving The Storm: Business Continuity Planning For Law Firms By Jordan DeLoach Hurlburt, Esq. & Carla A. DeLoach, Esq., DeLoach P.L., Orlando, Florida

The Benefit Of A Force Majeure Clause During A Pandemic By Wm. Cary Wright, Esq., Carlton Fields, Tampa, Florida

Understanding The COVID-19 Business Interruption Insurance Quandary By Anita Setnor Byer, President, Setnor Byer Insurance & Risk, Plantation, Florida

Commercial Leases: Uncharted Implications of COVID-19 By Amy Reagan, Esq., DLA Piper, LLP, Miami, Florida and Janelly Crespo, Esq., DLA Piper, LLP, Miami, Florida

An Employer's Business Continuity Guideline For Today By Kelly Fleck, National Consumer Title Insurance Company, Tallahassee, Florida

7 Strategic Estate Planning Techniques For Right Now By Mark R. Parthemer, Esq., Senior Fiduciary Counsel at Bessemer Trust and Sasha Klein, Esq., Ward, Damon, Posner, Pheterson & Bleau, PL, Palm Beach, Florida

COVID 19 Responses - Statutory Emergency Powers Available To Florida Condominium & Homeowner Associations By Barry Ansbacher, Esq. and Christene M. Ertl, Esq., Ansbacher Law, Jacksonville, Florida

Using Grantor Retained Annuity Trusts In The Current Environment By Martin M. Shenkman, Esq., Martin M. Shenkman, P.C., Fort Lee, New Jersey, and Jonathan G. Blattmachr, Esq., Peak Trust Company, Interactive Legal and Pioneer Wealth Partners, New York, New York

Remote Online Notarization In The Time Of COVID-19By Laura M. Licastro, Esq., Westcor Land Title Insurance Company, Maitland, Florida

How Best to Handle Client Meetings, Document Signings, Hearings, Depositions, and Mediations in the Outbreak Environment By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida, and Alexander P. Gil, Esq., J.D., L.L.M of Alexander Gil, PLLC

Retirement Account Relief Under The CARES Act By Alfred J. Stashis, Jr. and Denise B. Cazobon, Dunwody White & Landon, P.A., Naples, Florida

Learning From The Pandemic For Disaster Preparation By Brian C. Sparks, Esq., Gunster, Tampa, Florida

Political Roundup: Outlining Changes From The 2020 Regular Legislative Session and Predicting How COVID-19 Will Likely Result In An Upcoming Special Session By H. French Brown, IV, Esq., Dean Mead, Tallahassee, Florida

Practice Corner: Real Property Division - Lawyer’s Practical Guide To Available Resources For Small Businesses In Response To The Covid-19 Pandemic By Michelle Gomez Hinden, Esq., Nishad Khan, P.L., Orlando, Florida

Practice Corner: Probate and Trust Division Trust Drafting Consideration: Fla. Stat. § 736.0412 Nonjudicial Modification By Joseph M. Percopo, Esq., LL.M., Mateer Harbert, Orlando, Florida

State And Local Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Probate And Trust Case Summaries Prepared by Antonio P. Romano, Esq., Comiter, Singer Baseman & Braun, LLP, Palm Beach Gardens, Florida 

Real Property Case Summaries Prepared by Kristen Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida  

What’s Happening Within the Section

Actionline Bulletin Board

Vol. XXXXI, No.3 Spring 2020

Chair's Column By Robert S. Freedman Section Chair, 2019-2020

Letter From The Co-Editors-In-Chief By J. Baskies and M. Bedke 

How Secure Is Your IRA Planning?  By Alfred J. Stashis, Jr., Dunwody White & Landon, P.A., Naples, Florida

Traction In Client Onboarding  By Jordan DeLoach Hurlburt & Carla A. DeLoach, DeLoach P.L., Orlando, Florida

Are Decisions And Recommendations Still Mutually Exclusive Concepts? Expanding The Professional Liability Of Architects And Engineers To Contractors  By Randy Dow, Becker & Poliakoff, West Palm Beach, Florida

Lady Bird Deed: An Inexpensive Probate Avoidance Technique By Joseph M. Percopo, Esq., Mateer Harbert, Orlando, Florida

The Regulatorily Induced Coma Of The London Interbank Offered Rate (“Libor”)! What Now? By Edward “Ed” Hamann, Esq., First American Title Insurance Company, Maitland, Florida

Section Spotlight Cooley Law School Mock Interviews By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida

13Th Circuit Coffee And Doughnuts With Judges By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida

Cooley Law Student And 13Th Circuit ALMs Visit By Johnathan Butler, Lead ALM, 13th Circuit, Tampa, Florida

RPPTL Section Executive Council Meeting Photos Roundtable Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida

Roundtable Probate And Trust Division  By Eamonn Gunther, Esq., Boca Raton, Florida

Practice Corner: Real Property Division Text Marketing Basics – An Introduction To The Regulation Of Text Message Marketing By Kristen King Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida

Practice Corner: Probate And Trust Division Critical Considerations In Recent Rule Revisions  By Antonio P. Romano, Esq., Comiter, Singer, Baseman & Braun LLP

Florida Bar CLE Opportunities

Probate And Trust Case Summaries Prepared by Joseph M. Percopo, LL.M. Mateer & Harbert, P.A. 

Real Property Case Summaries Prepared by Michelle Gomez Hinden, Esq., B.C.S., Nishad Khan, P.L., Orlando, Florida  

What’s Happening Within The Section

Actionline Bulletin Board

Vol. XXXXI, No.2 Winter 2019-2020

Chair's Column By Robert S. Freedman Section Chair, 2019-2020

Letter's From The Co-Editors-In-Chief J Baskies and M Bedke

Asset Protection Planning With A Rensin Offshore Trust By Jerome L. Wolf, Katz Baskies & Wolf PLLC, Boca Raton, Florida

Streamlining Your Dissolution Of Marriage (Or Civil) Judgment To Convey Or Transfer Real Property By Michael M. Shemkus, Esq., Long, Murphy & Zung, P.A., Naples, Florida

Florida’s Newlywed Documentary Stamp Tax Exemption By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Contesting The Beneficiary Designation – Unique Issues And Strategies By Daniel A. Seigel, Esq., Law Offices of Daniel A. Seigel, Esq., P.A., Boca Raton, Florida

Repair Costs Can Be Consequential Damages: Understanding The Keystone Court’s Departure From The “Typical” Definition Of Consequential Damages By Natalie M. Yello, Esq., GrayRobinson, P.A., Orlando, Florida

What Are My Rights Again? Rights Of Refusal And Options In Leases And Contracts: Seems Simple Enough Right? Wrong! By Brenda B. Ezell, Esq., Ezell Law Firm, P.A., Jacksonville, Florida

Political Roundup  - Changes From The 2019 Regular Legislative Session By Cari Roth, Esq., Lykes Bros. Inc., Tallahassee, Florida

Section Spotlight - Cooley Law School Event On June 7th By Jonathan Butler, Lead ALM, 13th Circuit

RPPTL Section Executive Council Meeting The Breakers • Palm Beach, Florida July 24 – 27, 2019

Roundtable Probate And Trust Division Prepared By Elizabeth A. Bowers, Gunster, Yoakley & Stewart, P.A. West Palm Beach, FL

Roundtable Real Property Division Prepared by Colleen C. Sachs, Esq., Pensacola, Florida

Interview with Lee Weintraub By Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida

Practice Corner Real Property Division The Commercial Real Estate Lawyer’s Practical Guide To The American With Disabilities Act And Its Applicability To Service Animals   By Michelle Gomez Hinden, Esq., Nishad Khan, P.L., Orlando, Florida

Practice Corner Probate and Trust Division Is Notice To AHCA Required Or Just A Good Idea In A Summary Administration? By Joesph M. Percopo, Esq., Mateer Harbert, P.A., Orlando, Florida

RPPTL General Sponsors

State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

In Memoriam Lewis Kanner

Probate and Trust Case Summaries Prepared by Antonio P. Romano, Esq., Comiter, Singer Baseman & Braun, LLP Palm Beach Gardens, Florida

Real Property Case Summaries Prepared by Kristen Jaiven, Esq., In-House Counsel to The Signature Real Estate Companies, Boca Raton, Florida

Florida Bar CLE Opportunities

What’s Happening Within The Section

Actionline Bulletin Board

Vol. XXXXI, No.1 Fall 2019 ActionLine

Chair's Column By Robert S. Freedman Section Chair, 2019-2020

Letter's From The Co-Editors-In-Chief J Baskies and M Bedke

What? Notice To Creditors By A Trustee? By J. Grier Pressly, III, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida

PART ONE: What Are My Rights Again? Rights Of Refusal And Options In Leases And Contracts: Seems Simple Enough Right? Wrong! By Brenda B. Ezell, Esq., Ezell Law Firm, P.A., Jacksonville, Florida

Presumptive Legal Fees Entitlement Or “Weather Permitting?” By Stephen P. Heuston, Esq., Heuston Legal PLLC, Melbourne, Florida, and Linda Suzzanne Griffin, Esq., Linda Suzzanne Griffin, P.A., Clearwater, Florida

How To Avoid Falling Into Unlicensed Status: Five Practical Tips To Give Your Construction Client By Brikena Isai Tomasic, Esq., Martin | Hild, P.A., Orlando, Florida

Unlocking The Hidden Value Of Prejudgment Interest In Construction Defect Litigation By Nicholas J. Elder, Esq., Gunster, Yoakley & Stewart, P.A., Jacksonville, Florida

RPPTL Section Members Michael A. Bedke And Richard C. Milstein Receive The Florida Bar Foundation Medal Of Honor Award At The 2019 Florida Bar Convention By Gwynne A. Young, Esq., Carlton Fields, Tampa, Florida and Robert Dale Noll, Akerman, Esq., LLP, Miami, Florida

Changes From The 2019 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Friends Of The Section 2019 Legislative Session By Brittany O. Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Section Spotlight By Debra Boje, Esq. (RPPTL Section Immediate Past Chair) and Jeffrey A. Baskies, Esq. (ActionLine Co-Editor-In-Chief)

Photos RPPTL Section Executive Council Meeting Opal Sands Resort, Clearwater Beach, Florida May 29-June 2 , 2019

Roundtable Probate And Trust Division Prepared By Eamonn Gunther, Esq., Boca Raton, Florida

Roundtable Real Property Division Prepared by Colleen C. Sachs, Esq., Pensacola, Florida

What Does “Ordinary Wear And Tear” In A Commercial Lease Really Mean? By Matthew R. Chait, Esq., Shutts & Bowen LLP, West Palm Beach, Florida

Advising Clients On Qualified Charitable Distributions From Individual Retirement Accounts By Alfred J. Stashis, Jr., Dunwody White & Landon, P.A., Naples, Florida

The Unauthorized Practice Of Law When Drafting Estate Planning Documents: Are You Guilty? Yoshimi O. Smith, Esq., Beller Smith, P.L., Boca Raton, Florida

A Tribute To Debra Boje By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

In Memoriam William Parady By John Neukamm, Esq., Mechanik Nuccio Hearne & Wester, P.A., Former RPPTL Section Chair and Former ActionLine Editor-In-Chief

Practice Corner: Real Property Division - Your Application is Denied! What You Must Provide To A Prospective Tenant Pursuant To The Fair Credit Reporting Act When An Adverse Action Is Taken Based Upon A Consumer Report By Gabrielle Jackson, Esq. Gelfand & Arpe, P.A., West Palm Beach, Florida

Practice Corner: Probate And Trust Division - Family Matters: Family Law Considerations In Estate Planning By Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Miami, Florida

State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Real Property Case Summaries Prepared by J. Christopher Barr, Bryant, Higby, & Barr, Panama City, Florida

Meet The Section's New Board Of Governors Liaison: Michael Tanner Michael Tanner

Probate And Trust Case Summaries Prepared by Denise B. Cazobon, Esq. Dunwody, White & Landon, P.A., Naples, Florida

What’s Happening Within The Section

Actionline Bulletin Board

Vol. XXXX, No.4 Summer 2019 Actionline

Chair’s Column By Debra Lynn Boje

Letter From The Co-Editors-In-Chief J. Baskies & M. Bedke

Temporary Injunctions In Probate, Guardianship And Trust Proceedings By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida

Proptech: Marching Into The Next Generation Of Real Estate By Tony Alfonso, Esq., DLA Piper, LLP, Miami, Florida

Remember The “Attention To Details” When It Comes To Florida Notarization By George D. Karibjanian and Lester B. Law, Franklin Karibjanian & Law, PLLC Washington, D.C, Boca Raton, Florida, and Naples, Florida

Potential Safeharbor For Trustees – Chapter 2 By Jerome L. Wolf, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida

Summary Jury Trials And Their Use In Resolving Construction Defect Cases By Anne-Solenne Rolland, Esq., Lee, Hernandez, Landrum & Carlson, APC,and Brett Moritz, Esq., Peckar & Abramson, P.C., Miami, Florida

Political RoundUp: Florida’s New Leaders Take Charge By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida

Section Spotlight By Jami Coleman, Section Fellow and TBA Annual Leon County Public School Legal Initiative Event Chair

RPPTL Section Executive Council Meeting By Johnathan L. Butler, CTFA, Wells Fargo, Tampa, Florida

Roundtable Real Property Division Prepared by Colleen C. Sachs, Santa Rosa Beach, Florida

Roundtable Probate And Trust Division Prepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida

What Partners Should Do Following The New Partnership Tax Audit Procedures By Alyssa Razook Wan, Esq., Fowler White Burnett, P.A., Miami, Florida

Hindsight Is 2020: Why Gen X’ers Need To Consider Charitable Tax Planning In 2019 By Seth R. Kaplan, Esq., Gunster, Yoakley & Stewart, P.A., Boca Raton, Florida

Practice Corner: Real Property Division - Affidavits of Diligent Search and Inquiry Prepared by J. Christopher Barr, Esq. Bryant, Higby, & Barr, Panama City, Florida

Practice Corner: Probate and Trust Division - Planning Considerations For Making Charitable Gifts Of S Corporation Stock By Denise B. Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida

Interview With Yoshi Smith By Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida and Yoshimi O. Smith, Beller Smith, P.L., Boca Raton, Florida

Probate And Trust Case Summaries Prepared by Samah T. Abukhodeir, Esq. The Florida Probate & Family Law Firm, Coral Gables, Florida State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Real Property Case Summaries Prepared by Gabrielle Jackson-Gelfand & Arpe, P.A., West Palm Beach, Florida

RPPTL General Sponsors

What’s Happening Within the Section

Actionline Bulletin Board

Vol. XXXX, No.3 Spring 2019 Actionline

Chair’s Column: Success Requires Planning; It Does Not Just Happen By Debra Lynn Boje

Letter From The Co-Editors-In-Chief By Jeff Baskies and Michael Bedke

A Tribute To Andrew M. O'Malley By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Solidifying Liquidated Damages With Specific Performance By Matthew Meyer, Esq., Ansa Assuncao LLP, Tampa, Florida

Bad RAPutation: How The Rule Against Perpetuities Affects Non- Judicial Modification Of Trusts Under Fla. Stat. § 736.0412  By Lisa H. Lipman, Esq., Roetzel & Andress, Naples, Florida

How Much Is A Guaranty Worth? A Fresh Perspective  By Matthew Kramer, Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC, Miami, Florida

Waiver Of The Spousal Devise Restriction Under New Fla. Stat. § 732.7025 By Joseph J. Tschida, WFG National Title Insurance Company, Lake Mary, Florida

Proceed With Caution: Waiver Of Spousal Homestead Devise Restriction By Deed By Angela K. Santos, Duane Morris LLP and Jeffrey A. Baskies, Katz Baskies & Wolf PLLC, Boca Raton, Florida

Political Roundup: Florida’s New Leaders Take the Helm By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida

Section Spotlight: Tallahassee Bar Association Chili Cook-off By Vinette Godelia, Esq., Hopping Green & Sams, P.A., Tallahassee, Florida

PHOTOS: RPPTL Section Executive Council Meeting

Roundtable Real Property Division Prepared by Jaqueline Peregrin, Esq., Naples, Florida

Roundtable Probate And Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida

Demystifying The Code Of The Fair Housing Act And Its Applicability To Assistance Animals By Michelle Gomez Hinden, Esq., Nishad Kahn, P.L., Orlando, Florida

Disputes Over Possession Of A Decedent’s Body At Death By Brandan J. Pratt, Esq., and Jennifer L. Fox, Esq., Huth, Pratt,and Milhauser, Boca Raton, Florida

Practice Corner: Probate And Trust Division By Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Miami, Florida

Practice Corner: Real Property Division By Gabrielle Jackson, Esq. Gelfand & Arpe, P.A., West Palm Beach, Florida

Probate and Trust Case Summaries Prepared by Denise B. Cazobon, Esq. Dunwody, White & Landon, P.A., Naples, Florida

Real Property Case Summaries Prepared by J. Christopher Barr – Bryant, Higby, & Barr, Panama City, Florida

Construction Case Summaries By Greg K. Demers, Esq., Ball Janik LLP, Orlando, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXX, No.2 Winter 2018 Actionline

Chair's Column by Debra Lynn Boje

Letter From The Co-Editors-In-Chief Drafting Lease Renewal Rents Without Prescience By Martin A. Schwartz, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida

Death, Probate And Due Process: Do The Notice Requirements Under The Florida Probate Code And Rules Pass Constitutional Muster? By Adrian P. Thomas, Esq., Michele M. Thomas, Esq., and Daniel A. McGowan, Esq., Adrian Philip Thomas, P.A. in Fort Lauderdale, Florida

An Insider’s Perspective On Navigating The Florida DBPR Regulatory And Professional Boards By Christopher M. Cobb, Esq., Jimerson & Cobb, P.A., Jacksonville, Florida

Veteran Owned And Service Disabled Veteran Owned Small Business Joint Ventures: Winning The Regulatory War By Y. Lisa Colon, Esq., Smith Currie & Hancock, LLP, Fort Lauderdale, Florida

Introducing the RPPTL Practice Series!

Tax Advantages of Synthetic Leases By Steven M. Chamberlain, Esq., Ocala, Florida

Qualified Opportunity Zones Explained By Keith C. Durkin, Esq., Baker Hostetler, Orlando, Florida

The Midterm Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida

Section Spotlight: South Florida Legal Mentoring Picnic, Palm, Florida Photos Anabella Barboza, Esq., Barboza Law & Associates, P.A., Ft. Lauderdale, Florida

PHOTOS: RPPTL Section Executive Council Meeting

RPPTL Section Takes On Rome By Erin Farrington Finlen, Esq., The Kelley Law Firm, P.L., Ft. Lauderdale, FL

Roundtable Probate And Trust Division Prepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida

Roundtable Real Property Division Prepared by Colleen Sachs, Esq., Santa Rosa Beach, Florida

Understanding The Underworld Of Business Identity Theft And Florida’s Recent Efforts To Protect Against Fraudulent Business Filings By Brian W. Hoffman, Esq., Carver, Darden, Koretzky, Tessier, Finn, Blossman & Areaux, LLC, Pensacola, Florida

The Real Party In Interest: Trustees By Cady L. Huss, Esq., Spivey & Fallon, P.A., Sarasota, Florida, and Elizabeth M. Hughes, Esq., Greenspoon Marder, Miami, Florida

Practice Corner: Real Property Division - E-Signatures And The Statute Of Frauds By J. Christopher Barr, Esq., Bryant, Higby & Barr, Chartered, Panama City Beach, Florida

Practice Corner: Probate and Trust Division - Revisiting Beneficiary

Designations After Divorce By Denise Cazobon, Esq., Dunwody White & Landon, P.A., Naples, Florida

Probate And Trust Case Summaries Prepared by Samah T. Abukhodeir, Esq., The Florida Probate & Family Law Firm, Coral Gables, Florida

Real Property Case Summaries Prepared by Gabrielle Jackson - Gelfand & Arpe, P.A., West Palm Beach, Florida

State Tax Case Summaries Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

RPPTL General Sponsors

What’s Happening Within the Section

Actionline Bulletin Board

Vol. XXXX, No. 1 Fall 2018 Actionline

Chair's Column by Debra Lynn Boje

A Potential New Safe Harbor For Florida Trustees: Advance Notice Of Proposed Trustee Action By J. Grier Pressly III, Esq. and John “Randy” Randolph, Esq., Pressly, Pressly, Randolph & Pressly, P.A., Palm Beach, Florida

Take it Or Leave It – FR/BAR As-Is Contract Is Straightforward And Enforceable By Jason Ellison, Esq. and Paige Baker, Esq., Ellison | Lazenby, St. Petersburg, Florida

How I Learned To Stop Worrying And Love The ILIT By Scott Johns, Esq., Doane, & Doane, P.A., North Palm Beach, Florida

An Overview Of REIT Qualification Requirements And Common Structures By Arkadiy (Eric) Green, CPA and David R. Shanks, Esq. LL.M., Boca Raton, Florida

Delayed Discovery Doctrine: How Long Does A Litigant Have To Bring An Undue Influence Claim? By Stacy B. Rubel, Esq., The Virgil Law Firm, Coral Gables, Florida

Political Roundup: The Table is Set for November Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida

Photo Contest Winners RPPTL Section Executive Council Meeting Photos

Section Spotlight: Congratulations To The 2017-2018 Awards Recipients By Mike Bedke, Esq., DLA Piper, LLP, Tampa, Florida

Roundtable: Real Property Division Prepared by Jennifer Bloodworth, Esq., Winter Park, Florida

Roundtable: Probate and Trust Division By Eamonn Gunther, Esq., Boca Raton, Florida

Synthetic Debt Is Better Than Convertible Notes For Startup Investors By Steven M. Chamberlain, Esq., Ocala, Florida

Practice Corner: Probate and Trust Division: Solutions To Hazards Of Heir Property II By Jami Coleman, Esq., Williams & Coleman P.A., Tallahassee, Florida

Practice Corner: Real Property Division: Hedge Your Tax Deed Bets: Confirm Notice and State Your Claims By Jacqueline J. Peregrin, Esq., Peregrin Law Firm, P.A., Naples, Florida

Practice Pointers: Estate Planning Best Practices By Henri Bardhi, Esq. and Debra A. Faulkner, Esq., Burke Faulkner Law, P.A., Tampa, Florida

Sales Tax Basics For Construction Lawyers By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Ft. Lauderdale, Florida

Probate and Trust Case Summaries Prepared by Lian de la Riva Esq. - Markowitz, Ringel, Trusty & Hartog, Miami, FL

Real Property Case Summaries Prepared by Daniel L. McDermott – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida

State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Fort Lauderdale, Florida

The Florida Bar Wm. Reece Smith, Jr. Leadership Academy

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXIX, No. 4 – Summer 2018

Chair’s Column - ALMs – The Section’s Emissaries By Andrew M. O'Malley Section Chair, 2017- 2018

Take-Two: Legislature Amends Florida’s Construction Statute Of Limitations And Repose Again In 2018 By Wm. Cary Wright, Esq., Jaret J. Fuente, Esq., Katherine L. Heckert, Esq. and Monica L. Strady, Esq., Carlton Fields, Tampa, Florida

Heads I Win, Tails I Break Even: The Design, Funding & Administration Of Grantor Retained Annuity Trusts By Louis Nostro and Alexander Nostro, Nostro Jones, P.A., Coral Gables, Florida

Navigating A Foreclosure Title Commitment By Richard S. McIver, Esq., Kass Shuler, P.A., Tampa, Florida and Joseph J. Tschida, V.P. WFG National Title Insurance Company, Lake Mary, Florida

Navigating The Murky Waters Of I.R.C. §199A By John F. DeStefano and Nathan R. Brown, Proskauer Rose LLP, Boca Raton, Florida 

Arbitrator Control Of Counsel  By Larry R. Leiby, Esq., Malka & Kravitz, PA, Fort Lauderdale, Florida

A Comparative Study Of The “Joint Spousal LLC” By Anthony P. Guettler, Esq., Gould Cooksey Fennell, Vero Beach, Florida

PACE Financing Traps For The Unwary By Nicole M. Villarroel, Esq., Hackleman, Olive & Judd, P.A., Fort Lauderdale, Florida

Section Spotlight - RPPTL Fellowship: ActionLine Interview With Former Section Fellow, Stacy Rubel By Jeffrey A. Baskies, Esq., Katz Baskies & Wolf PLLC, Boca Raton, Florida and Stacy Rubel, The Virgil Law Firm, Coral Gables, Florida

RPPTL Section Executive Council Meeting, St. Augustine, FL Photos

Roundtable Real Property Division Prepared by Jennifer Bloodworth, Esq., Winter Park, Florida

Roundtable Probate And Trust Division By Hung V. Nguyen, Esq., Coral Gables, Florida

Making The Most Of The First Planning Appointment: How To Cut To The Client Chase By Carla A. DeLoach, Esq. and Jordan DeLoach, Esq. Hurlburt, DeLoach, P.L., Orlando, Florida

Political Roundup: State Politics And 2018 Elections By Cari L. Roth, Esq., Dean Mead & Dunbar, Tallahassee, Florida

Practice Corner: Real Property Division - Partitioning Out Attorney’s Fees By Jami Coleman, Esq., Williams & Coleman P.A., Tallahassee, Florida

Practice Corner: Probate and Trust Division - The Attorney-Client Privilege Is Alive And Well, Hallelujah! By Lian de la Riva, Esq., Markowitz, Ringel, Trusty and Hartog, Miami, Florida

Probate And Trust Case Summaries Real Property Case Summaries Prepared by Daniel L. McDermott, Esq. – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Jacqueline J. Peregrin, Esq., Peregrin Law Firm, PA, Naples, Florida

State Tax Case Summaries By Jeanette Moffa, Esq., Moffa, Sutton, & Donnini, P.A., Fort Lauderdale, Florida

Construction Law Case Summaries By Greg K. Demers, Esq., Ball Janik LLP, Orlando, Florida

What’s Happening Within the Section

Actionline Bulletin Board

Vol. XXXIX, No. 3 – Spring 2018

Chair's Column: Building The Section Through The Membership And Inclusion Committee By Andrew M. O'Malley

Letter From The Editors Tax Cuts And Jobs Act Creates Unique Planning Opportunity For Wealthy Clients By Elizabeth A. Bowers, Esq., Gunster, Yoakley, & Stewart, P.A., West Palm Beach, FL

What Goes Up Must Come Down: Estate Planning With The Current Exclusion, While We Still Have It By David Spacht, Esq., Pryor Cashiman, LLP, New York, New York

The 20% Tax Deduction For Pass-Through Entities Explained By Keith C. Durkin, Esq., Broad and Cassel, Orlando, Florida

Possible Estate Planning Strategies Arising From The Tax Cuts and Jobs Act By Jerome L. Wolf, Esq., and Jeffrey A. Baskies, Esq.,Katz Baskies & Wolf, PLLC, Boca Raton, Florida

Charitable Planning Under the New Tax Plan By Lisa H. Lipman, Esq., Roetzel & Andress, Naples, Florida

Statewide Online Access To Courts For Parents Caring For Disabled Children By Joseph P. George, Jr., Esq., P.A., Miami, Florida

SECTION SPOTLIGHT: The Internet Of Things By Mike Bedke, Esq., DLA Piper LLP, Tampa, Florida

E-recording: All The Cool Clerks Are Doing It! By Sabine Seidel, Esq., Westcor Land Title Insurance Company, Maitland, Florida

RPPTL Section Out-of-State Executive Council Meeting Boston, Massachusetts By Scott P. Pence, Esq., Carlton Fields, Tampa, FL and Alison B. Wright, Tampa, FL

Out-Of-State Executive Council Meeting, Boston, MA Photos

RPPTL Section Executive Council Meeting, Naples, FL Photos 

Roundtable: Probate and Trust Division By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida

Roundtable: Real Property Division By Colleen Coffield Sachs, Esq., Santa Rosa Beach, Florida

Political Roundup: State Politics And The 2018 Legislative Session By Cari L. Roth, Esq., Dean, Mead & Dunbar, P.A., Tallahassee, Florida

Choices In Using Arbitration By Larry R. Leiby, Esq., Malka & Kravitz, P.A., Fort Lauderdale, Florida

Practice Corner: Real Property Division - Abandoning The Paper Chase: Mobile Home Title Retirement By Jacqueline J. Peregrin, Esq., Peregrin Law Firm, P.A., Naples, Florida

Practice Corner: Probate and Trust Division - Litigators Beware: The Need To Challenge Facially Valid Previous Wills In Revocation Proceedings, Even If Not Offered To Probate By Daniel L. McDermott, Esq., Adrian Philip Thomas, P.A., Fort Lauderdale, Florida

Notice Of A Claim Pursuant To Florida’s Pre-Suit Notice Of Construction Defect Statute, Chapter 558, May Trigger An Insurer’s Duty To Defend By Wm. Cary Wright, Esq., Jaret J. Fuente, Esq., and Michael G. Rothfeldt, Esq., Carlton Fields, Tampa, Florida

Who Knew? The Misplaced Use Of “Time Is Of The Essence” Clauses In Construction Contracts By Steven B. Lesser, Esq. and Jonathan D. Silver Esq., Becker & Poliakoff, P.A., Fort Lauderdale, Florida

Real Property Case Summaries By Lian de la Riva, Esq., Palmer, Palmer and Mangiero, Miami, Florida

Probate and Trust Case Summaries  By Jami Coleman, Esq., Williams & Coleman, P.A., Tallahassee, Florida 

Winslow vs. Deck Case Summary By Brandan J Pratt, Esq. and Jennifer L. Fox, Esq., Huth, Pratt, Milhauser, Boca Raton, Florida 

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXIX, No. 1 – Winter 2017-2018

Chair's Column: Fellows Plot The Path To The Future By Andrew M. O'Malley

Letter From The Editors Estate Of Powell: The Service Wins The Latest Round, But Did It Land A Significant Blow? By Douglas J. Elmore, Esq.,Williams Parker Harrison Dietz & Getzen, Sarasota, Florida

Legislation To Reduce Business Rent Tax Prevails By Arthur J. Menor, Esq., Shutts & Bowen, LLP, West Palm Beach, Florida

Specific Considerations In Trust And Estate Mediations By Amy B. Beller, Esq., Beller Smith Attorneys at Law, Boca Raton, Florida

Determining Reasonableness Of Attorney's Fees And Costs In Probate And Trust Proceedings By Brandan J. Pratt, Esq., CFP® and Jennifer L. Fox, Esq., Huth, Pratt & Milhouser, Boca Raton, Florida

A Practical Guide To Florida's Construction Statute Of Repose After 2017 Legislative Changes By Bret M. Feldman, Esq., Phelps Dunbar LLP, Tampa, Florida

Section Spotlight: Winded: A Legal Career Is Not A Sprint By Aislynn Thomas-McDonald, Esq., Hershoff Lupino & Yagel, LLP, Maimi, Florida

Must A Commercial Landlord Consent To A Lease Assignment? By Matthew R. Chait, Esq., Shutts & Bowen LLP, West Palm Beach, Florida

RPPTL Section Executive Council Meeting Photos

Roundtable: Real Property Division Prepared by Colleen Coffield Sachs, Santa Rosa Beach, Florida

Roundtable: Probate and Trust Division Prepared by Eamonn Gunther, Esq., Boca Raton, Florida

Why Not Become Board Certified? By R. Lynn Lovejoy, Esq., Attorneys’ Title Fund Services, LLC, Pensacola, Florida  

Political Roundup: State Politics Heat Up In Preparation For The 2018 Elections By Cari L. Roth, Dean, Mead & Dunbar, P.A., Tallahassee, Florida

The Fourth Annual Miami-Dade County Public School Legal Initiative By Kymberlee Curry Smith, Esq., Kymberlee Curry Smith, P.A., Pembroke Pines, Florida

Practice Corner: Probate and Trust Division - Hazards Of Heir Property By Jami Coleman, Esq., Williams & Coleman, P.A., Tallahassee, Florida

Practice Corner: Real Property Division - Powers Of Attorney: Knowledge Is Power By Lian de la Riva, Esq., Palmer, Palmer and Mangiero, Miami, Florida

Probate And Trust Case Summaries Prepared by Daniel L. McDermott – Adrian Philip Thomas, P.A., Fort Lauderdale, Florida

Real Property Case Summaries Prepared by Jacqueline J. Peregrin, Esq., Peregrin Law Firm, PA, Naples, Florida

State Tax Case Summaries Prepared by Barbara Landau, Esq. Associate Professor of Taxation at Nova Southeastern University, Ft. Lauderdale, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXIX, No. 1 - Fall 2017

Chair's Column: A Tradition Of Duty And Service To The Public By Andrew M. O'Malley Section Chair, 2017- 2018

Letter From The Editors

A Tribute To Deborah Packer Goodall By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Real Estate Valuation In Construction Defects Litigation: Additional Roles For The Appraiser And New Valuation Methods By Grant W. Austin, M.S., MAI, CMRS, American Valuation, Inc., Orlando, Florida

Tax Apportionment Issues When Drafting For Blended Families By Stacey Prince-Troutman, Esq., Broad and Cassel, LLP, Orlando, Florida

Title Problems Third Party Purchasers Face At Foreclosure Auctions By Jordana Sarrell, Esq., Sarrell, Sarrell & Bender, P.L., Boca Raton, Florida

Friends Of The Section—2017 Legislative Session By Brittany O. Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Changes From The 2017 Regular Legislative Session By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

But It Wasn’t My Fault! IRS Penalties On Attorneys Acting As FIRPTA Withholding Agents By Michael A. Lampert, Esq., Michael A. Lampert, P.A., West Palm Beach, Florida

Section Spotlight: Congratulations To The 2016-2017 Awards Recipients

RPPTL Section Executive Council Meeting Photos

Roundtable Real Property Division Prepared by Anne Pollack, Tampa, Florida

Roundtable Probate and Trust Division Prepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida

Practice Corner: Probate and Trust Division: Tax Filing Update By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida

Practice Corner: Real Property Division: Preserving Future Rents In A Commercial Lease  By Scott M. Work, Esq., Clark Partington, Destin, Florida

Arbitration Clauses In Construction Contracts: Not A One-Size-Fits-All Solution By Randy Dow, Esq., Boyd & Jenerette, P.A., Coconut Creek, Florida

Probate And Trust Case Summaries Prepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida

Real Property Case Summaries Prepared by Amber Ashton, Esq., DSK Law, Tampa, Florida

State Tax Case Summaries Prepared by Barbara Landau, Esq. Associate Professor of Taxation at Nova Southeastern University, Ft. Lauderdale, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXVIII, No. 4 - Summer 2017

Chair's Column: The RPPTL Family By Deborah Goodall Section Chair, 2016- 2017

Piercing The Homestead Veil By Michael V. Hargett, Esq., Barnett, Bolt, Kirkwood, Long & Koche, P.A., Tampa, Florida and T. Bradford Petrino, Esq., Korshak & Associates, P.A., Casselberry, Florida

Documenting With Drones: Practical Implications Of Multiple Tiers Of Regulation By Mariela Malfeld, Esq., Watt, Tieder, Hoffar & Fitzgerald L.L.P., Miami, Florida

I’m Still Standing: Revocable Trusts—Do Beneficiaries Have Standing To Assert Claims Against Trustees? By Matthew Rochman, Esq., and Jonathan A. Galler, Esq., Proskauer Rose LLP, Boca Raton, Florida

Navigating The Regulatory Maze Of Private Lending By Christopher Finley, Esq., The Law Offices of Christopher Finley P.L., Delray Beach, Florida

Practice Corner: Out To Pasture: Estate Planning For Horses By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida

Practice Corner: Don’t Let The Mailbox Rule Box You Out By Amber Ashton, Esq., DSK Law Firm, Orlando, Florida

Exploring The Limited Of Parens Patriae From Two Recent Guardianship Cases By Hung V. Nguyen, Esq., The Nguyen Law Firm, Coral Gables, Florida

RPPTL Section Executive Council Meeting The Westin Resort And Marina, Key West By Erin H. Christy, Esq., Willams Parker Harrison Dietz & Getzen, Sarasota, Florida

The RPPTL Visits Austin, Texas Joining With Locals To Keep Austin Weird By Silvia R. Rojas, Esq., Attorneys’ Title Fund Services, Miami, FL

RPPTL Section Executive Council Meeting Photos

Roundtable Real Property Division Prepared by Jennifer Jones Bloodworth, Esq., Winter Park, Florida

Roundtable Probate and Trust Division Prepared by Eamonn Gunther, Esq. Boca Raton, Florida

The New 2016 ALTA Commitment With Florida Modifications: Expressing The Limitations On Liability By Christopher Smart, Esq., Carlton Fields, Tampa

Florida Domestication Statutes And Good Title For Real Estate: A Trap For the Unwary  By Leslie A. Share, Esq. and Shawn P. Wolf, Esq., Packman, Neuwahl & Rosenberg, Miami, Florida

Technology And Florida Real Estate (Introducing New Technology To An Established Industry) By Louis P. Archambault, Esq., Arnstein & Lehr, LLP, Miami, Florida

A Primer On Dementia For Legal Professionals By Andrew K. Fein, Esq., Minerley Fein, P.A., Boca Raton, Florida

Probate And Trust Case Summaries Prepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida

Real Property Case Summaries Prepared by Scott M. Work, Esq., Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida

What’s Happening Within The Section

ActionLine Bulletin Board

Vol. XXXVIII, No. 3 - Spring 2017

Chair's Column: Generosity Of Spirit By Deborah Goodall

No Free House: Bartram v. U.S. Bank By David W. Rodstein, Esq., Rodstein Law, Tamarac, Florida

Attorneys Face Difficult Ethical Challenges In Trying To Protect Clients From Financial Elder Abuse/Exploitation By Barry A. Nelson and Cassandra Nelson, Nelson & Nelson, P.A., North Miami Beach, Florida

Community Association Board Members Can Be Considered Limited Purpose Public Figures In Defamation Cases By Howard J. Perl, Esq., Becker & Poliakoff, Fort Lauderdale, Florida

An Explanation Of The Escheat And Unclaimed Funds Process And Procedure By Jacqueline I. Kurland, Esq., Assistant Attorney General, State of Florida - Office of the Attorney General, Fort Lauderdale, Florida

Brushing Up On The Lis Pendens Bond, A Powerful Tool For The Property Holder In A Real Property Dispute By Dane R. Ullian, Esq., Gould Cooksey Fennell, P.A., Vero Beach, Florida

Practice Corner: New Annual Reporting For Foreign-Owned Disregarded Entities By Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida

Practice Corner: Applying The Marketable Record Title Act By Scott M. Work, Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida RPPTL Section Executive Council Meeting The Walt Disney Board Walk Inn, Orlando, Florida

Vol. XXXVIII, No. 2 - Winter 2017

Chair's Column: Realistic Optimism: Prepare For The Worst And Hope For The BestBy Deborah Goodall

Weaving Around The Thorny Branches Of Dual Community Association MembershipBy D. Michael Arendall, Esq., Zinzow Law, LLC, Palm Harbor, Florida

A Primer On Taxation Considerations In Structuring Real Estate HoldingsBy Debbie Faulkner, Esq., Burke Faulkner Law, P.A., Palm Harbor, Florida

Governing Law For Dispositions Of Florida Real Property By Non-Resident DecedentsBy Patrick F. Mize, Esq. Woods, Weidenmiller, Michetti, Rudnick & Galbraith PLLC, Naples, Florida

Is Your Defective Work Covered? – Treatment Of “Rip And Tear” Coverage– Treatment Of “Rip And Tear” CoverageBy Mark A. Boyle, Esq. and Amanda K. Anderson, Esq., Boyle & Leonard, P.A., Fort Myers and Tampa, Florida

Using A Home’s Warranty To Compel Arbitration Of Statutory Claims By Initial Home Purchasers, Subsequent Purchasers, And Homeowners’ AssociationsBy Michael G. Rothfeldt, Esq., Carlton Fields, Tampa, Florida

Paying A Trustee’s Attorney’s Fees In Breach Of Trust ActionsA Practitioner’s Roadmap Through Section 736.0802(10)By Matthew Triggs and Jonathan A. Galler, Proskauer Rose LLP, Boca Raton, Florida

RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 28 – July 30, 2016By Erin H. Christy, Esq., Sarasota, Florida

RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 28-30, 2016

Roundtable Real Property DivisionPrepared by Anne Pollack, Esq., Tampa, Florida

Roundtable Probate and Trust DivisionPrepared by Elizabeth A. Bowers, Esq., West Palm Beach, Florida

Settlements Involving MinorsBy Elizabeth M. Hughes, Esq., The Nguyen Law Firm, Coral Gables, Florida

The Florida Digital Assets Act – Ethical Issues In Representing Spouses In The Brave New Digital WorldBy J. Eric Virgil, Esq., The Virgil Law Firm, Coral Gables, Florida and Michael S. Singer, Esq. and Marjorie E. Gallagher, Esq., Comiter, Singer,Baseman & Braun, Palm Beach Gardens, Florida

Practice Corner: Achieving Code ComplianceBy Amber Ashton, Esq., DeBeaubien Knight Simmons Mantzaris & Neal LLP, Orlando, Florida

Practice Corner: Pre-Immigration Income Tax Planning: Don’t Leave Home Without ItBy Angela K. Santos, Esq., Duane Morris LLP, Boca Raton, Florida

Probate And Trust Case SummariesPrepared by Stephanie Villavicencio, Esq., Zamora, Hillman & Villavicencio, Miami, Florida

Real Property Summaries Case SummariesPrepared by Scott M. Work, Esq. Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A., Destin, Florida

What's Happening Within the Section

ActionLine Bulletin Board

Vol. XXXVIII, No. 1 - Fall 2016

Vol. XXXVII, No 4 - Summer 2016

Chair’s Message: RPPTLS Mutate By Michael Gelfand

Is it Time to Expand Florida’s Slayer Statute? By Jeffrey A. Baskies and Justin M. Savioli, Katz Baskies & Wolf PLLC, Boca Raton, Florida

Tortious Interference with an Expectancy Plus The Wrongful Act Doctrine Equals Attorneys’ Fees for Probate Litigants By Andrew K. Fein, B.C.S., Minerley Fein, P.A., Boca Raton, Florida

A Lawyer’s Obligation to Protect Confidential Client Information in the Digital Age By Ryan J. McConnell, Esq. of Jones Foster Johnston & Stubbs, P.A West Palm Beach, Florida

What Happens to the Rent After Exercise of a Lease Purchase Option? By John B. Neukamm, Esq., Mechanik Nuccio Hearne & Wester, P.A., Tampa, Florida

Is a Building a Product? Tiara and the Economic Loss Rule from Past to Present By Jared E. Smith, Esq. and Dara L. Jebrock, Esq., Rumberger Kirk & Caldwell, P.A.

RPPTL Section to Provide “No Place Like Home” Program

RPPTL Section Executive Council Meeting - February 24-28, 2016 By Erin H. Christy, Esq., Williams Parker, Sarasota, Florida

RPPTL Section Executive Council Meeting PHOTOS

Roundtables Prepared by Jennifer Jones Bloodworth, Esq., Winter Park, Florida, and Eamonn Gunther, Esq., Boca Raton, Florida

The Engagement Letter and the Residential Real Estate Attorney By Scott A. Marcus, Becker & Poliakoff, P.A., Fort Lauderdale, Florida

2016-2018 Class of Fellows By: E. Ashley McRae, Ben Diamond and Joshua Rosenberg

Complying with FinCEN’s Geographic Targeting Order in Miami-Dade County By Margaret (Peggy) Williams, Risk Manager, Attorneys’ Title Fund Services, LLC,as a member of the FinCEN GTO Subcommittee of the Problems Study Committee of the Real Property, Probate & Trust Law Section of the Florida Bar

Membership and Inclusion Committee Law School Outreach and Events By Douglas Christy, Membership & Inclusion Committee, Outreach Law School Program

Practice Corner: Pleading and Proving a Reformation Case By Bridget M. Friedman, Friedman & Friedman, P.A., Lake Mary, Florida

Practice Corner: Estate Planners - Are You Planning for the Post-Death Fight? By Stacy B. Rubel, Chepenik Trushin LLP, North Miami, FL

Real Estate Case Summaries Prepared by Bridget M. Friedman, Esq., Friedman & Friedman, P.A. Lake Mary, Florida

Probate Case Summaries Prepared by Stacy B. Rubel, Esq., Chepenik Trushin LLP, North Miami, Florida

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Vol. XXXVII, No 3 Spring 2016

Chair’s Column: Our Mission By Michael Gelfand

The Construction Lawyer’s Guide To Chapter 558, Florida Statutes: A Practical Checklist By Steven B. Lesser, Esq. and Michele C. Ammendola, Esq. Becker & Poliakoff, P.A., Fort Lauderdale, Florida

Gasparilla RPPTLs Drew O’Malley, Deb Boje, Darby Jones and John Neukamm enjoying the 112th Gasparilla Parade Saturday, January 30, in Tampa

Material Alteration or Necessary Maintenance: a Condo Quandary By Daniel J. Lobeck, Esq., Law Offices of Lobeck & Hanson, P.A., Sarasota, Florida

Can Johnson v. Davis Rights Be Waived? By Nicholas J. Taldone, Esq., New Port Richey, Florida

Let’s Be Clear – Not all Liens Survive a Tax Deed Sale By Paul A. Krasker, Esq. and Megan F. Schmidt, Esq., Clear To Sell, LLP, West Palm Beach, Florida

Getting Family Help When Representing the Disabled or Diminished Client: The Ethical Questions By Lawrence J. Miller and Sean M. Lebowitz, Boca Raton, Florida

RPPTL Section Executive Council Meeting Boca Raton Resort & Club, Boca Raton November 11 – November 14, 2015 By Erin H. Christy, Esq., Williams Parker, Sarasota, Florida

RPPTL Section Executive Council Meeting,Boca Raton Resort and Club - November 11-15, 2015

PHOTOS: RPPTL Section Executive Council Meeting

Roundtables Prepared by Jennifer Anne Pollack., Esq., Tampa, Florida, and Eamonn Gunther, Esq., Boca Raton, Florida

Injury is Nearly a Fact, While Rip and Tear is No Longer a Wild Card By Erin E. Banks, Esq., and J. Derek Kantaskas, Esq., Carlton Fields, Tampa, Florida

Florida Fair Foreclosure Act – Legislative Attempt To Expedite Foreclosure Proceedings By Arlene C. Udick, Esq., The Villages, Florida* on behalf of the Real Property Litigation Committee

Another Amazing RPPTL Event Inspiring the Next Generation of Lawyers

Florida Bar Board Certification Dates To Remember

Practice Corner: Witnesses and a Notary are not Necessary for the Execution of a Florida Irrevocable Trust (but why would you do this?) By Michael A. Sneeringer, Esq., Akerman LLP, Naples, Florida

Pratice Corner: What to do When you Discover an Error in a Recorded Deed? By Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida

Real Estate Case Summaries Prepared by Christopher A. Sajdera, Partner, Sajdera Morris, PL Boca Raton, FL

Probate Case Summaries Probate Case Summaries Prepared by Jennifer L. Grosso, Esq., Williams, Parker, Harrison, Dietz & Getzen, P.A., Sarasota, Florida

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Vol. XXXVII, No 2 Winter 2015

Chair’s Column: Why Berlin? By Michael Gelfand

Jax Utities v. Hancock Bank: Equitable Remedies No More? By Sean A. Mickley, Esq., Gould Cooksey Fennell, Vero Beach, Florida

Who Will Delete You? Fiduciary Access to Digital Assets By Sasha A. Klein, J.D., LL.M.,Director of Trusts and Wealth Services at Sabadell Bank & Trust, Palm Beach, Florida

2015 Legislative Changes to Chapter 558 By Sanjay Kurian, Esq., Becker & Poliakoff, Ft. Myers, Florida

E-Recording: The Next Step in Legal Technology By Amber Ashton, Esq., Tampa, Florida

Can I Have My Deposit Back? By Arthur J. Menor, Esq. and Elizabeth M. Jones, Esq.,Shutts & Bowen LLP, West Palm Beach, Florida

The Meaning of “Of Counsel”: Do We Know It When We See It? By Lawrence J. Miller - Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton

RPPTL Section Travels to Berlin Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida

RPPTL Section Executive Council Meeting The Breakers, Palm Beach July 30 – August 1, 2015 By Erin H. Christy, Esq., Sarasota, Florida

Photos: RPPTL Section Executive Council Meeting, The Breakers, Palm Beach, Florida July 30 - August 1, 2015

Photos: RPPTL Section Executive Council Meeting, The Ritz Carlton, Berlin, Germany September 30 – October 4, 2015

Roundtables Prepared by Jennifer Jones Bloodworth., Esq., Winter Park, Florida, and Jeffrey A. Baskies, Esq., Boca Raton, Florida

“What Is Your Authority?” -- The Answer Is Found In the Revisions to Section 49.31, Florida Statutes By Roland D. Waller, Esq., Waller & Mitchell, New Port Richey, Florida Michael A. Bedke, Esq., DLA Piper LLP, Tampa, Florida

Spotlight on the Fellows By E. Ashley McRae, Chair; Benjamin Diamond, Co-Chair; Joshua Rosenberg, Co-Chair

Reptiles Strike Again! Report on the RPPTL Section’s Law School Outreach Program By Annabella Barboza, Esq.,Phelan Hallinan Diamond & Jones, PLLC, Fort Lauderdale, Florida

2015 Kozyak Minority Mentoring Picnic

Ninth Annual Construction Law Institute Set for March 10-12, 2016

Practice Corner: Reasonably Ascertainable Creditors in Probate By Stacy B. Rubel, Esq., North Miami, Florida

Practice Corner: Forum Selection Clauses By Bridget M. Friedman, Esq.,Friedman & Friedman, P.A.

Real Estate Case Summaries Prepared by Julia L. Jennison, Partner – Lewis, Longman & Walker, P.A. West Palm Beach, Florida

Probate Case Summaries Prepared by T. John Costello, Jr. – Wollman, Gehrke & Solomon, P.A., Naples, Florida

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Vol. XXXVII, No 1 Fall 2015

Chair’s Column: May You Live in Interesting Times! By Michael Gelfand

Changes from the 2015 Legislative Sessions By Peter M. Dunbar, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2015 Legislative Session By Brittany O’Connor Finkbeiner, Esq., Dean, Mead & Dunbar, Tallahassee, Florida

Condominium Terminations Updated By Alex Dobrev, Esq., of Lowndes, Drosdick, Doster, Kantor & Reed, P.A., Orlando, Florida; Steven H. Mezer, Esq., of Becker & Poliakoff, Tampa, Florida; and Christopher N. Davies, Esq., of Cohen & Grigsby, P.C., Naples, Florida

Updating Florida’s Uniform Transfers to Minors Act By Keith B. Braun, Esq., Comiter, Singer, Baseman & Braun, LLP Palm Beach Gardens, Florida

Eviction of a Commercial Tenant Does Not Preclude the Landlord’s Ability to Accelerate Rent By Matthew S. Sackel, Esq., Shutts & Bowen LLP, West Palm Beach, FL

Review Your Lender Closing Instructions Carefully James C. Russick V.P. Florida State & Gov’t Affairs Counsel Old Republic National Title Insurance Company

New CFPB Disclosure Lets Buyers “Know Before They Owe” …But Will It Really Help Buyers At The Time Of Contract Signing? By G. Thomas Ball, Esq., BakerHostetler, Orlando, Florida

Tangible Personal Property and the Sale of Real Estate: Sales Tax Liability and Other Concerns By Cristofer A. Bennardo, Esq., of Bennardo Levine, LLP, Boca Raton, Florida

RPPTL Section Executive Council Meeting, Fontainebleau,Miami Beach, Florida, June 4 - 7, 2015 By Jane L. Cornett, Esq., Stuart, Florida

Photos: Miami Beach, Florida

Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida

A Tribute to Michael A. Dribin By Jane L. Cornett, Esq., Stuart, Florida

Spotlight on the Homestead Issues Study Committee By Michael A. Sneeringer, Esq., Akerman LLP, Naples, Florida

Changes to the Health Care Surrogate Law By Elizabeth Hughes, Esq., Miami, Florida

Bad Faith Claims in Florida By Sanjay Kurian, Esq., Becker & Poliakoff, P.A., Fort Myers, FL

“Competence” in Technology: The Rules Get a Reboot By Jenna G. Rubin, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida

Landlord Tenant Legislative Update By Arlene C. Udick, Esq., The Villages, Florida

Real Estate Case Summaries Prepared by Melissa N. VanSickle Esq.– Clark, Partington, Hart, Larry, Bond & Stackhouse, Tallahassee, Florida

Probate Case Summaries Prepared by Michael A. Sneeringer Esq.– Akerman LLP, Naples, Florida

Kozyak Minority Mentoring Picnic

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Vol. XXXVI, No. 4 Summer 2015

Chair’s Column: A Commentary on the Committees of the RPPTL Section By Michael A. Dribin

The Good, the Bad and the Ugly: Recent Foreclosure Cases Addressing the Business Records Exception to the Hearsay Rule By John W. Little, III, Esq. and E. Ashley McRae, Esq.

A Consummate Lawyer and Leader: Three Awards for Marsha Rydberg Community Association Laws 2062: Electronic Voting, Fines and Sundries By Steven H. Mezer, Esq. and Christopher N. Davies, Esq.

Improvements Made to Florida’s Estate Tax Apportionment Statute By: Keith B. Braun, Esq., David J. Akins, Esq., and Pamela O. Price Esq.

Planning for Second Spouses and First Marriage Children and (Surprisingly) Making Everyone Happy! By Michael A. Sneeringer, Esq.

RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq.,

Photos: The Ritz Carlton, Orlando Roundtables Spotlight on the Construction Law Institute Committee By Jane L. Cornett, Esq.

Is a “Lien Transfer” under Florida Statute §713.24 Still Available to Residential Homeowners? Addressing the Problems Facing Residential Homeowners in Attempting to Transfer a Construction Lien By Michael G. Meyer, Esq.

Florida’s Original Real Estate Law Hornbook – The Uniform Title Standards By Brian W. Hoffman, Esq. and Christopher W. Smart, Esq.

Permitted Or Prohibited Communications With Government:The Continuing Debate Over Rule 4-4.2 By Lawrence J. Miller, Esq.

Promoting Diversity By Stacey A. Prince-Troutman, Esq.

RPPTL Section’s Law School Outreach By Kathrine Lupo, Esq.

Probate Case Summaries by T. John Costello, Jr., Esq.

Real Estate Case Summaries by Julia L. Jennison, Esq.

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Vol. XXXVI, No.3 Spring 2015

Chair's Column: Alphabet Soup: ABCs of RPPTL CLE By Michael A. Dribin

Florida’s New Revised Limited Liability Company Act What Real Estate Attorneys Need to Know By James A. Marx, Esq.

So You Think You Know Joint Accounts: A Primer On The Law In Florida By Matthew Triggs and Jessica Zietz

Show or Tell? District Courts in Conflict on Key Requirement for Constructive Service By Bradford Petrino, Esq.

New AAA Alternate Dispute Resolution Procedures In 2014 By Larry R. Leiby, Esq.

The Transition from Book and Page to Instrument Number: The Pros and Cons By Bridget M. Friedman, Esq.

The Value of South Florida Real Estate When A1A is Under Water: Sea Level Rise and Private Property Rights By Julia Jennison, Esq., Kristen King Jaiven, Esq

Undue Influence – Is Failure to Establish a Presumption Fatal? By Sean M. Lebowitz, Esq.

RPPTL Section Executive Council Meeting Naples Grande Beach Resort, Naples, Florida By Jane L. Cornett, Esq.

Photos: RPPTL Section Executive Council Meeting Naples Grande Beach Resort, Naples, Florida Roundtables By Brian M. Malec, Esq.

Spotlight on the Digital Assets and Information Study Committee By Jane L. Cornett, Esq.

Give Me Shelter: The Ethics of Out-of-State Lawyering By Gary M. Kaleita, Alexander Dobrev

Beware of FNMA and FHLMC Guidelines’ Impact on ROFR Provisions Probate Case Summaries By Michael A. Sneeringer

Real Estate Case Summaries By Melissa N. VanSickle, Esq.

Vol XXXVI, No.2 Winter 2014

Chair’s Column: Our Financial Resources From Whence Cometh? To Where Goeth? By Michael A. Dribin

Reptiles Take Over the Windy City By Theo Kypreos, Jones Foster Johnston & Stubbs, P.A., West Palm Beach, Florida

Resolution - Recognizing the Service and Contributions of John Arthur Jones Is a Construction Defect Plaintiff Entitled to Prejudgment Interest for Unrepaired Defects? By Maritza Peña, Esq., Marlow Adler Abrams Newman & Lewis, Coral Gables, Florida

What Attorneys Should Know When Dealing With Client Capacity Issues By Jenna G. Rubin, Esq. Gutter, Chaves, Josepher, Rubin, Forman, Fleisher, Miller P.A. Boca Raton, FL

Check Your Dec—Is Your Right of First Refusal at Risk of Being Refused? By Kathryn Yankowski, Esq., Katz Barron Squitero Faust Friedberg English & Allen, P.A.

Frank Aragona Trust: A Way Around the Imposition of the NII Tax for Trusts? By Matthew Evans, J.D., LL.M., Regions Private Wealth Management, Tampa, Florida

Fellowship Program Open to All Young RPPTL Section Attorneys By Charles Ian Nash, Nash & Kromash, LLP, Melbourne, Florida

Stone v. Stone: Is the Fourth DCA Catching Habeeb? Transfer by Deed does the Job By Robert W. Goldman, Goldman, Felcoski & Stone, P.A., Naples, Florida

RPPTL Section Executive Council Meeting, The Breakers, Palm Beach By Jane L. Cornett, Esq., Stuart, Florida

Photos: The Breakers, Palm Beach Photos: Sofitel Chicago Water Tower Hotel, Chicago, Illinois Roundtables Prepared by Jane L. Cornett, Esq., Stuart, Florida, and Brian M. Malec, Esq., Orlando, Florida

Should I Stay or Should I Go: The Clash of Issues for 401(k) Owners Deciding Whether to Rollover into an IRA Alex Hamrick, Wells Fargo Bank, N.A., Orlando, Florida, and L. Howard Payne, The Payne Law Group, Sarasota, Florida

Florida Realtors/Florida Bar (FR/BAR) Residential Contract Documents Revised By Frederick W. Jones, Esq., Winter Park, FL

Spotlight on the Real Property Finance & Lending Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

The Annual Kozyak Minority Mentoring Picnic was a Huge Success! Real Estate Case Summaries By Kymberlee Curry Smith, Esq. Pembroke Pines, Florida

Probate Case Summaries Prepared by Sean M. Lebowitz, Esq.em>

Eighth Annual Construction Law Institute Set for March 12-14, 2015 What’s Happening Within the Section

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Vol XXXVI, No.1 Fall 2014

Chair’s Column: The RPPTL Strategic Planning Committee Creates a Blueprint for the Future By Michael A. Dribin

Florida Enacts Family Trust Company Legislation By Brian M. Malec, Dean Mead P.A., Orlando, Florida and Scott A. Bowman,Proskauer Rose LLP, Boca Raton, Florida

Changes from the 2014 Legislative Session Peter M. Dunbar, Esq., Dean Mead, Tallahassee, Florida

Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2014 Legislature By Ashley E. Gault, Esq., Dean Mead, Tallahassee, Florida

Issues to Consider When Counseling Same-Sex Couples By George D. Karibjanian, Boca Raton, Florida and Jeffrey R. Dollinger, Gainesville, Florida

The Dodd-Frank Act and the Residential Owner-Occupant Purchase Money Mortgage in Favor of Seller Financers By Arlene C. Udick, The Villages, Florida

The Disclosure Dilemma: Navigating the Rules When Confidentiality Hurts the Client By Matthew Triggs and Jessica D. Zietz, Boca Raton, Florida

RPPTL Section Executive Council Meeting, South Seas Island Resort, Captiva, May 28 – June 1, 2014 By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Photos: Captiva Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida

A Tribute to Margaret “Peggy” Rolando By: Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Use of Civil Theft Statute in Trust Litigation By: Jennifer C. Lester and Shannon M. Miller, Gainesville, Florida

The Five Most Troublesome Contract Provisions on Private Construction Projects By: Sean A. Mickley, Esq., Vero Beach, Florida

Probate Case Summaries Prepared by Joshua H. Rosenberg, Esq., Markowitz, Ringel, Trusty & Hartog, P.A., Miami, Florida

Real Estate Case Summaries By Douglas G. Christy, Wetherington Hamilton, P.A., Tampa, Florida

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Vol. XXXV, No.4 Summer 2014

Chair's Column: The RPPTL Section As Amicus Curiae In This Issue Summary of 2014 Florida Laws Impacting Condominiums, Cooperatives and Homeowners’ Associations By Steven H. Mezer, Bush Ross, P.A., Tampa, Florida, and Christopher N. Davies, Cohen & Grigsby, P.C., Naples, Florida on behalf of the Condominium & Planned Development Committee

ALERT: Inherited IRA’s Not Protected under § 522 of the Federal Bankruptcy Code – Supreme Court Rules New CAM Statute Repeals Statutes and Modifies Release of Lien Requirements By Steven H. Mezer, Esq., and Christopher N. Davies, Esq.

New Legislation: HB 757 Rest Easy – The “Morey Fix” Legislation Is Here By J. Allison Archbold, Esq.,Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi, P.A., Sarasota, Florida

Burden of Proof in Will and Trust Contests By Jenna G. Rubin, Esq.,Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida

Lapsing: Who Needs It Anyway? By John L. Stansbury, Esq. and Patrick C. Emans, Esq. Holland & Knight LLP, Miami, Florida

E-Z Legal Forms May Not Be So Easy After All The Four Corners Rule Applies in Will Construction Cases in Florida By Sarah S. Butters, Esq., Holland & Knight, Tallahassee, Florida and Lee Philip “Lee” Teichner, Esq., Holland & Knight, Miami, Florida

Understanding the Requirements of a “Qualified Mortgage” Under Dodd Frank:Closing the Barn Door After the Horses Have Left the Building By Robert “Bob” S. Schumaker, Esq., Trenam, Kemker, Scharf, Barkin, Fry, O’Neil and Mullis, P.A.

Tips for Mediation – Be Prepared! By David R. Carlisle, Esq., Duane Morris LLP, Miami, Florida

2061-2062 Election Results real property, probate and trust law section Practice Preparedness: Are You Prepared to Practice In Any Florida Jurisdiction? By Sancha Brennan Whynot The Brennan Law Firm, Orlando, Florida

RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Photos:RPPTL Section Executive Council Meeting Roundtables Prepared by Jane L. Cornett, Esq., Stuart, Florida, and Brian M. Malec, Esq., Orlando, Florida

RPPTL Reaching Out By Kathrine Lupo, Esq., Gallagher & Associates Law Firm, P.A.St. Petersburg, Florida

Florida Legislature Reaffirms Economic Loss Rule for Title Insurance By James C. Russick, V.P. Florida State & Gov’t Affairs Counsel Old Republic National Title Insurance Company andAlan B. Fields, V.P. National Agency Counsel WFG National Title Insurance Company

Can’t We All Play by the Same Rules? By Dane E. Leitner, Esq.Ward Damon Posner Pheterson & Bleau, PL West Palm Beach, Florida

When Is It Too Late to Foreclose a Mortgage? By David W. Rodstein, Padula Hodkin, PLLC, Boca Raton, FL

Is My Client A Liar? By Norman Fleisher, Esq.Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A., Boca Raton, Florida

Probate Case Summaries Prepared by Sean M. Lebowitz, Esq.,Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, Florida

Real Estate Case Summaries By Kymberlee Curry Smith, Esq., Pembroke Pines, Florida What’s Happening Within the Section...

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Vol. XXXV, No. 3 Spring 2014

Chair's Column: The Back Row – Once A Leader, Always A Leader and More By Margaret “Peggy” Rolando Section Chair, 2013- 2014

In This Issue RPPTL Section members Honored as Recipients of The President’s Pro Bono Service Award for 2014 Verifying the Verified Statement: Protecting Alternatives to Guardianship Under Florida Law By Matthew Triggs, Esq. and Jessica D. Zietz, Esq. Proskauer Rose LLP, Boca Raton, Florida

Boilerplate Tips and Traps By Adele I. Stone, Esq., Fort Lauderdale, Florida and Richard Eckhard, Esq., Tampa, Florida

Linda Suzzanne Griffin Receives Certificate for Meritorious Public Service RPPTL General Sponsors Who Needs A Safe Harbor from the Economic Storm? By Michael J. Gelfand, Gelfand & Arpe, P.A., West Palm Beach, Florida On behalf of the Condominium & Planned Development Committee

Social Media and the Judiciary: Friend or Faux Lawrence J. Miller, Esq., Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A., Boca Raton, FL

Explore the New RPPTL Section Website By Silvia B. Rojas, Esq., Miami, FL

RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq. Becker & Poliakoff, P.A. Stuart, Florida

Photos: RPPTL Section Executive Council Meeting Roundtables Fellowship Program Open to All Young RPPTL Attorneys! ADR Committee’s Tips and Traps By Deborah Bovarnick Mastin, Co-Chair, RPPTL ADR Committee David R. Carlisle, Co-Chair, RPPTL ADR Committee

Do Leasehold Cooperatives Qualify as Protected Homestead? It Depends…. By Jeffrey Scott Goethe, Esq., Bradenton, FL

Title Insurers’ Audits of Trust Accounts By John B. Neukamm, Tampa, Florida on behalf of the RPPTL Section’s Ad Hoc Committee on Trust Account Issues

Lougas v. Sophia Enterprises - Is There a New Way to Terminate A Lease? By Kathrine Lupo, Esq., Gallagher & Associates Law Firm, P.A., St. Petersburg, Florida

Guidelines for Service of Process on the Agency for Health Care Administration By Rohan Kelley

Spotlight on the Residential Real Estate & Industry Liaison (RREIL) Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Real Estate Case Summaries

Probate Case Summaries

Litigation and Trust Law Symposium Brochure

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Vol. XXXV, No. 2, Winter 2013-14

Chair's Column: RPPTL's Executive Council: The Section's Engine By Margaret "Peggy" Rolando, Section Chair, 2013- 2014 In This Issue RPPTL General Sponsors Non-Traditional Remedies for Regaining Possession of Residential Property By Anthony J. Horky, Esq., Anthony J. Horky, P.A., Boca Raton, Florida

RPPTL Executive Council Adds Kids’ Committee Law Students Assist Real Property Problems Study Committee By W. Theodore Conner, Orlando, Florida Chair, Real Property Problems Study Committee

Florida’s Modern Portfolio Trust Investment Statute – A Call for Legislative Review By Trent S. Kiziah, Esq., Palm Beach, Florida, J. Clay Singleton, Ph. D., CFA, Winter Park, Florida, and S. A. Marshall, Esq., Winter Park, Florida

The RPPTL Section Discovers and Explores Portugal By M. Travis Hayes, Cummings & Lockwood LLC, Naples, Florida

Estate of Kester – Undue Influence Challenge to Inter-Vivos Transfers By Patrick J. Lannon, Esq., Bilzin Sumberg Baena Price & Axelrod LLP, Miami, Florida

RPPTL Section Executive Council Meeting - The Breakers, July 24th through July 27th, 2013 By Jane L. Cornett, Esq., Becker & Poliakoff, P.A., Stuart, Florida

Photos: Executive Council Meeting... The Breakers, Palm Beach, July 24 – 27, 2013 Roundtables - Saturday, July 27, 2013, The Breakers - Palm Beach, Florida New Section Mascot Named Social Media and Lawyer Ethics: Missing “Link”? By Lawrence J. Miller, Esq., Boca Raton, Florida

Recent RPPTL Events with Law Students The Death of the Pet Restricted Community By Dane E. Leitner, Esq., Ward Damon Posner Pheterson & Bleau PL, West Palm Beach, Florida on behalf of the Condominium & Planned Development Committee

A Horse is a Horse, of Course of Course By Ralph A. DeMeo, Esq., Hopping Green & Sams, Tallahassee, Florida on behalf of The Florida Bar Animal Law Committee

Join the Florida Bar's Animal Law Committee Fellowship Program Open To All Young RPPTL Attorneys Real Estate Case Summaries Prepared by Nishad Khan, Esq., Orlando, Florida

Spotlight on the At-Large Members Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Probate Case Summaries Prepared by Noelle M. Melanson, Melanson Law, P.A., Ft. Myers, Florida

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Vol. XXXV, No. 1, Fall 2013

Chair's Column: Mutually Beneficial: Committee Participation By Margaret "Peggy" Rolando, Section Chair, 2013- 2014

In This Issue Legislator Supporters of the Real Property, Probate and Trust Law Section During the 2013 Legislature By Ashley E. DiNunzio, Esq. Pennington, P.A., Tallahassee, Florida

New RPPTL Website Launch Forthcoming Winter 2013 Changes from the 2013 Legislative Session By Peter M. Dunbar, Esq. Pennington, P.A., Tallahassee, FL

Tiara: A Sea of Change or Barely a Ripple? By Manuel Farach, Richman Greer, P.A., West Palm Beach, FL, and Sanjay Kurian, Becker & Poliakoff, P.A., Ft. Myers, FL

Kozyak Minority Mentoring Picnic – Save the Date” Summary of 2013 Florida Laws Impacting Condominiums, Homeowners’ Associations and Cooperatives By Steven H. Mezer, Bush Ross, P.A., Tampa, Florida, and Christopher N. Davies, Cohen & Grigsby, P.C., Naples, Florida on behalf of the Condominium & Planned Development Committee

Tribute To William Fletcher Belcher By Michael A. Dribin, Esq., Miami, Florida

Meet the RPPTL Section’s Executive Committee for 2013-2014 By Silvia B. Rojas, Esq., Miami, Florida

RPPTL Section Executive Council Meeting - The Vinoy, St. Petersburg May 23rd through May 26th, 2013 By Jane L. Cornett, Esq. Becker & Poliakoff, P.A. Stuart, Florida

Executive Council Meeting — The Vinoy, St. Petersburg, May 23– 26, 2060 Roundtables Prepared by Brian M. Malec, Esq., Orlando, Florida, and Jane L. Cornett, Esq., Stuart, Florida

Spotlight on the Trust Law Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Request for Information: Violations of Sec. 627.4137, F.S. Florida High Court Adopts Standards and Procedures for Addressing Unprofessional Conduct By Lawrence J. Miller, Esq., Gutter Chaves Josepher, et al., Boca Raton, FL

Report of Florida Bar Leadership Academy Fellow By Brenda B. Ezell, Esq., Jacksonville, Florida

County and Municipal Code Enforcement: Questions and Answers By James C. Russick, Esq., Tampa, Florida and Roger W. Cruce, Esq., Orange Park, Florida

ITIN Problems Still Plague FIRPTA Closings By Jonathan H. (Jason) Warner, Esq., Miami, FL

Technical Corrections and Improvements to the Florida Power of Attorney Act By Tami Foley Conetta, Esq., Northern Trust, Miami, Florida

Redefining Land Trusts in Florida – The New and Improved Land Trust Act By Wilhelmina F. Kightlinger, Esq., Old Republic National Title Insurance Company, Tampa, Florida

Real Estate Case Summaries Prepared by Brian Hoffman, Esq., Pensacola, Florida

Probate Case Summaries Prepared by Tara Rao, Esq., Lutz, Florida

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Vol. XXXIV, No 4 - Summer 2013

Chair's Column: The Solid State of the Section By W. Fletcher Belcher Section Chair, 2012- 2013

Rohan Kelley Receives the William S. Belcher Lifetime Professionalism Award By Deborah Packer Goodall, Esq., Boca Raton, Florida

The Florida Legislature Addresses the Foreclosure Crisis By Kathleen C. Passidomo, Esq., Kelly, Passidomo & Alba, LLP, Naples, Florida, and Florida State Representative, Dist. 106

Significant Federal Income Tax Aspects of the Affordable Care Act of 2010 and the American Taxpayer Relief Act of 2012 for the Real Estate Investor By David R. Brittain, Esq., and D. Michael O’Leary, Esq., Trenam, Kemker, Tampa, Florida

You De-Can’t Do That! Common Decanting Mistakes By Catrina A. Sveum, Esq. Proskauer Rose LLP, Boca Raton, Florida

Going Green Makes Good Business ¢ 1031 (g)(6) Limitations: “What You Need to Know” By Stephen A. Wayner, Esq, C.E.S.

RPPTL Law School Liaison Committee Update By Stacy Kalmanson and Jason Ellison

RPPTL Section Executive Council Meeting By Jane L. Cornett, Esq. Becker & Poliakoff, P.A. Stuart, Florida

Roundtables Prepared by Amber Jade F. Johnson, Esq., Maitland, Florida, and Jane L. Cornett, Esq., Stuart, Florida

The Death of Trust Reformation to Correct Drafting Mistakes? Ethics Database Now Available By Robin J. King, Esq., Buckingham, Doolittle & Burroughs, LLP, Boca Raton, Florida, and on behalf of the Professionalism and Ethics Committee

Spotlight on the Membership, Diversity and Law School Liaison Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Real Estate Case Summaries Prepared by Nishad Khan, Esq., Orlando, Florida

Recording Documents Containing False, Fictitious, or Fraudulent Statements Is Now a Felony By Joseph J. Tschida, State Counsel and Vice President WFG National Title Insurance Company

Probate Case Summaries Prepared by Noelle M. Melanson, Melanson Law, P.A., Ft. Myers, Florida

33rd Annual RPPTL Legislative and Case Law Update Friday, July 26, 2013

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Vol. XXXIV, No 3 - Spring 2013

Chair's Column: The RPPTL Legislative Role By W. Fletcher Belcher Section Chair, 2012- 2013

Condominiums and the Interstate Land Sales Full Disclosure Act - Part III: “Has Time Rewritten Every Line?” By Jerry E. Aron, Esq., Jerry E. Aron, P.A., West Palm Beach, Florida

Fiscal Cliff Retrospect as to Estate Planning – Where We Are for 2013 By George D. Karibjanian, Proskauer Rose, LLP, Boca Raton, Florida

Practical Recommendations for Managing Liability in the Face of FDIC Coverage Reductions By Alan B. Fields, Esq., St. Petersburg, Florida

Hillsborough County Bar Association Diversity Networking Event By Tara Rao, Esq., The Rao Law Firm, P.L., Lutz, Florida

Membership, Diversity and Law School Liaison Committee Update – Focus on Law Students By Stacy Kalmanson, Co Vice-Chair of the Committee

Practical Considerations for Powers of Attorney Intended for Financial Institutions By Deborah L. Russell, Esq., Cummings & Lockwood LLC, Naples, Florida

County Court Jurisdiction in Landlord-Tenant Actions for Possession—Does § 34.011, Florida Statutes, Need to Be Clarified? By Anthony J. Horky, Esq., Anthony J. Horky, P.A., Boca Raton, FL

The RPPTL Visits The Biltmore House and Estate – a National Treasure Statutory Proposals for Settlement In Probate and Trust Litigation By Jonathan Galler, Esq., and Payal Salsburg, Esq., Proskauer Rose LLP, Boca Raton

Notice of Annual Election Meeting Spotlight on Real Estate Entities and Land Trusts Committee By Jane L. Cornett, Esq., Becker & Poliakoff, Stuart, Florida

Residential Contracts for Sale and Purchase Updated Real Estate Case Summaries Prepared by Brian Hoffman, Esq., Pensacola, Florida

Probate Case Summaries Prepared by Tara Rao,Esq.,The Rao Law Firm, P.L., Lutz, Florida

CLE: Wills, Trusts and Estates Certification Review Course and Advanced Practice Update

CLE: Community Association Law – The New Normal

CLE: Attorney Fees: Statutes, Contracts, Rules, Ethical Consideration and Fatal Mistakes – Who is Going to Pay You?

CLE: Homestead Issues for Real Estate and Probate Lawyers – “Hitting a Home Run with Homestead”

RPPTL General Sponsors What’s Happening Within the Section...

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