Wednesday, August 26, 2026

Sunshine State Strategies: What Out-of-State Attorneys Must Know About Florida Elder Law, Estate Planning, Probate, and Long-Term Care Planning

Howard Krooks has a useful article in this month's Estate Planning - "Sunshine State Strategies: What Out-of-State Attorneys Must Know About Florida Elder Law, Estate Planning, Probate, and Long-Term Care Planning."

Krooks provides a guide for out-of-state attorneys on Florida-specific elder law and estate planning issues, highlighting critical statutory nuances, homestead protections, fiduciary roles, probate procedures, and planning strategies.

Krooks notes that "navigating the nuances of elder law, estate planning, special needs planning, probate and long-term care planning in Florida can be a daunting task for attorneys licensed outside the state working with clients who have a nexus to Florida. With its unique statutory frameworks, homestead protections, Medicaid eligibility rules, and probate procedures, Florida presents a distinct legal landscape that demands careful attention—especially for practitioners assisting clients who plan to reside, retire, or own property in the Sunshine State." 

In short, this article highlights the most critical issues that out-of-state attorneys must understand when advising clients with Florida ties. 

Howard Krooks


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