Beware of the “Ides of March” and Beyond

For those planning to tidy up your estate by going ahead and utilizing your $11 million+ gift tax exemption this year,   you may want to acquire and apply some extra drafting talent. A number of proposals are circulating which reduce the exemption to as low as $1 million but the most difficult proposals may be […]


CROWDFUNDING Perry Douglas West, Esq   “Crowdfunding” is essentially raising small amounts of money from a large number of people. Crowdfunding appeared in the 1700’s as loan funds created by donations from wealthy citizens that provided loans to poor but creditworthy people.  They have continued through modern day “micro funding” or peer to peer micro […]

3 Tips to Consider when your Condominium Association is Doing a Maintenance or Alteration Project

If your association is looking at doing a maintenance or alteration project, here are 3 Tips for consideration by the Board of Directors and the Unit Owners BEFORE the first square of carpet is removed or the first shovel of dirt dug. First, determine whether the anticipated project is required “maintenance”, or whether it is […]

Resurgence of the Ethical Will

Resurgence of the Ethical Will The will is a set of instructions for the distribution of our money and our assets upon our death. But, are these things really our only or even most important legacy? On reflection, most people would say not. Perhaps the most important part of who we are is reflected in […]

Trust Modification

“I’m sure that we can modify grandmother’s trust…….” With the significant changes in society and the law over the years, many long term trust provisions have been what some refer to as “OBE” (overtaken by events) . To deal with situations that have become unmanageable, some jurisdictions including the State of Florida provide for the […]

Tools for Planning Finances for Long Term Care

  Many of us put off addressing concerns about planning for long term care for our parents and making plans for our own later year.  Because of the costs which range easily from $3000 to $12000 per month as well as today’s extended life expectancy, many have to resort eventually, if not initially to government programs […]