PRESERVE YOUR LEGACY

Ivan & Daugustinis
Ivan & Daugustinis
  • Home
  • Attorneys | Team
  • Practice Areas
  • Awards
  • Blog
  • Library
  • Make Payment
  • Flowcharts
  • More
    • Home
    • Attorneys | Team
    • Practice Areas
    • Awards
    • Blog
    • Library
    • Make Payment
    • Flowcharts
  • Home
  • Attorneys | Team
  • Practice Areas
  • Awards
  • Blog
  • Library
  • Make Payment
  • Flowcharts

Articles

Download an article by clicking the DOWNLOAD button below.

Florida Community Property Trust Act - Double Basis or Double Trouble (pdf)

Download

Qualified Personal Residence Trust (QPRT) - Freezing the Summer Home (pdf)

Download

Spousal Lifetime Access Trust (SLAT) - A Perfect Opportunity (pdf)

Download

Dynasty Trusts - Preserve Your Legacy (pdf)

Download

Qualified Disclaimers - Thanks, but No Thanks! (pdf)

Download

Donor Advised Fund vs Private Foundation - Finding the Best Way to Give (pdf)

Download

Phantom Stock Plans - Incentivizing Key Employees with Golden Handcuffs (pdf)

Download

UPDATE - Proposed Estate and Tax Law Changes (pdf)

Download

Establishing Florida Residency - Taking Advantage of Sunshine State Law (pdf)

Download

Revocable Trusts - Privacy and Protection for You and Your Family (pdf)

Download

Ancillary Estate Planning Documents (pdf)

Download

The Biden Effect on Estate Planning (pdf)

Download

Business Succession Planning - Secure Your Family's Future (pdf)

Download

Florida Homestead Portability - Save Your Homestead Exemption (pdf)

Download

Electronic Execution of Estate Planning Documents - A New Way to Create Your Plan (pdf)

Download

Irrevocable Life Insurance Trusts - Ensuring Your Insurance is 100% Tax Free (pdf)

Download

Profits Interests - LLC Equity Incentive for K (pdf)

Download

Limited Liability Company Conversions - Taking (pdf)

Download

Trust Planning Under the SECURE Act - It's Time to Review Your Estate Plan (pdf)

Download

Backdoor Roth IRA - An IRS Sanctioned Loophole (pdf)

Download

Lifetime QTIP Trust - You Can Teach an Old Dog New Tricks (pdf)

Download

Rolling GRATs - Perpetual Estate Tax Savings (pdf)

Download

Trust Protectors - Ensuring the Future of Your Trust (pdf)

Download

Ohio Legacy Trusts - Hang on To Your Buckeyes (pdf)

Download

Insurance Backed Buy-Sell Agreements - Leaving a Legacy Through Your Business (pdf)

Download

LLCs and Charging Order Protection - Why Single Member LLCs Are Not Always Enough (pdf)

Download

Family Limited Liability Company (FLLC) - Have Your Cake and Eat it Too (pdf)

Download

Tenancy by the Entirety - A Trap for the Unwary (pdf)

Download

Florida Land Trusts - When Privacy Matters (pdf)

Download

Probate in Florida - What You Need to Know (pdf)

Download

Retirement Benefit Planning - Protect Your Nestegg (pdf)

Download

Checklists

Download a checklist by clicking the DOWNLOAD button below.

End of Life Planning Checklist (pdf)

Download

Post-Mortem Checklist (pdf)

Download

Questionnaires

Download a questionnaire by clicking the DOWNLOAD button below.

Estate Planning Questionnaire (Single Individual) (pdf)

Download

Estate Planning Questionnaire (Married) (Husband & Wife) (pdf)

Download

Estate Planning Questionnaire (Married) (Client & Spouse) (pdf)

Download

Probate Questionnaire (pdf)

Download

LLC Formation Questionnaire (fillable) (pdf)

Download

Free Forms

Download a form by clicking the DOWNLOAD button below.

Designation of Health Care Surrogate (pdf)

Download

Living Will (pdf)

Download

Ivan & Daugustinis

5150 Belfort Road | Building 200 | Jacksonville, Florida 32256

(904) 395-2395

This website is for informational purposes only. Using this site or communicating with Ivan & Daugustinis through this site does not form an attorney/client relationship.  This site is legal advertising.


Copyright © 2018 LawLawyerTemplate - All Rights Reserved.