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Ivan & Daugustinis
Ivan & Daugustinis
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    • Home
    • Attorneys | Team
    • Practice Areas
    • Library
    • Blog
    • Awards
    • Flowcharts
    • Q & A

  • Home
  • Attorneys | Team
  • Practice Areas
  • Library
  • Blog
  • Awards
  • Flowcharts
  • Q & A

Outlines

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Wealth Protection Under Florida Law (pdf)

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Tax and Estate Planning for Business Owners (pdf)

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Estate Planning Fundamentals (pdf)

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Articles

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How to Title Florida Real Estate - What New Florida Property Owners Should Know (pdf)

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Planning With The 2023 Increase in Estate, Gift, and GST Tax Exemption (pdf)

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Fiduciary Duties and Responsibilities - What to Know When Serving as Trustee or Executor (pdf)

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

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

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

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UPDATE - Proposed Estate and Tax Law Changes (pdf)

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Dynasty Trusts - Preserve Your Legacy (pdf)

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

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

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

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

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

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Ancillary Estate Planning Documents (pdf)

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The Biden Effect on Estate Planning (pdf)

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

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Florida Homestead Portability - Save Your Homestead Exemption (pdf)

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

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

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Modifying Irrevocable Trusts- Yes, It Can Be Done (pdf)

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Profits Interests - LLC Equity Incentive for Key Employees (pdf)

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Limited Liability Company Conversions - Taking Advantage of a Tax Chameleon (pdf)

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

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Backdoor Roth IRA - An IRS Sanctioned Loophole (pdf)

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

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Rolling GRATs - Perpetual Estate Tax Savings (pdf)

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

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

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

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

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

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

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Florida Land Trusts - When Privacy Matters (pdf)

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

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Retirement Benefit Planning - Protect Your Nestegg (pdf)

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Checklists

Download a checklist by clicking the DOWNLOAD button below.

End of Life Planning Checklist (pdf)

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Post-Mortem Checklist (pdf)

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Questionnaires

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Estate Planning Questionnaire (Single Individual) (pdf)

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

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

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Probate Questionnaire (pdf)

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LLC Formation Questionnaire (fillable) (pdf)

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Free Forms

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Designation of Health Care Surrogate (pdf)

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Living Will (pdf)

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Ivan & Daugustinis

5150 Belfort Road | Building 200 | Jacksonville, Florida 32256

(904) 395-2395

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