Same-Sex Marriages and the ECOA Under Florida Law

The Equal Credit Opportunity Act (ECOA) prohibits creditors from discrimination based on marital status, race, national origin, religion, sex, or age.  Since marriage licenses have been issued to same-sex couples in Florida since January 6, 2015, one might question whether the protections of the ECOA will have any effect on those married … Continue reading

49th Annual Heckerling Institute on Estate Planning (Jan 13th)

The following are summaries of the presentations from the 49th Annual Heckerling Institute on Estate Planning. For the official brochure and list of events, see  http://www.law.miami.edu/heckerling/pdf/2014/heckerling-brochure.pdf. For the full Heckerling reports, see http://www.americanbar.org/groups/real_property_trust_estate/events_cle/heckerling_reports.html.


Diana Zeydel on the New Portability Regime

The presentation began with Zeydel assuring attendees that despite … Continue reading

49th Annual Heckerling Institute on Estate Planning (Jan 14th)

The following are summaries of the presentations from the 49th Annual Heckerling Institute on Estate Planning. For the official brochure and list of events, see  http://www.law.miami.edu/heckerling/pdf/2014/heckerling-brochure.pdf. For the Heckerling reports, see http://www.americanbar.org/groups/real_property_trust_estate/events_cle/heckerling_reports.html.


M. Read Moore on Tax Administration and Procedural Rules for Estate Planners

Moore’s presentation focused on the … Continue reading

Taxes on Household Employees

Household employees are paid under the table a lot, but the penalties that can come from this could be substantial. The IRS is cracking down in this area and people that have been paying their household employees under the table could face years of owed back taxes plus penalties and … Continue reading

Should You File a Tax Return for 2014?

Others are required to file a 2014 tax return. Under the tax rules, your income, filing status, and age determine if you need to file a tax return. A new Premium Tax Credit was added this year for those that bought health insurance from the Health Insurance Marketplace in 2014, … Continue reading