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Hosted by  The Tampa Bay Estate Planning Council

Florida's Income and Principal Act


Florida recently modernized its laws related to the administration of estates and trusts by enacting the Florida Uniform Fiduciary Income and Principal Act. The act, which becomes effective January 1, 2025, provides important rules to guide fiduciaries in administering estates, trusts, and other fiduciary arrangements, such as legal life estates.


Adoption of the act makes Florida a more attractive jurisdiction for trust administration and resolves some problematic aspects of existing law.


Please join us on October 29th for this special session with Jolyon Acosta of Bush Ross, as we explore what prompted these updates and what they mean for you and your clients.


Agenda

5:15 PM - Professional Networking with Apps & Drinks
6:00 PM - Program Begins
7:10 PM - Program Concludes


This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.


Register by 5 PM on October 26. To let us know that you will be attending, please use one of the RSVP options on the right.

Tuesday, October 29, 2024
5:15 PM - 7:30 PM Eastern Time

Location
Hillsborough County Bar Association
Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
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Speaker Profiles

 


Jolyon D. Acosta, JD, LLM, CPA
Shareholder, Executive Committee Member, Practice Group Leader
 Bush Ross, PA

Jolyon D. Acosta is a shareholder at Bush Ross in Tampa. He is Board Certified in Wills, Trusts and Estates. He is a longtime member of the Florida Bar RPPTL Section, where he serves as Co-Chair of the Principal and Income Committee. He is a member of the Florida Bar Tax Section and the Florida Institute of Certified Public Accountants. He also serves on the Board of the Florida Tax Institute.
Event ID  315