Domicile Guide - A seminar for the Florida Snowbird

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sessions will be presented in sequence as instructed.

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SESSION 1 If you continue to live in your New York home during the summer months, have you effectively changed your domicile?
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SESSION 2 What steps should you take to change your domicile?
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SESSION 3 How much in New York estate taxes might you save if you change your domicile?
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SESSION 4 How much in state income taxes might you save if you change your domicile?
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SESSION 5 How much time must you spend in Florida?
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SESSION 6 How should you time your domicile change?
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SESSION 7 What can you expect to happen if you become the target of a New York State domicile audit?
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SESSION 8 How can you benefit from the Florida Homestead Law and the 3% cap on assessment increases?
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SESSION 9 What adverse consequences might result from a change of domicile?
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SESSION 10 Can one spouse be a New Yorker and the other a Floridian?
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CONCLUDING SESSION How may we assist you?
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Note: The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, review Biographical Information and Concluding Session.

A WORD OF CAUTION . . . This Seminar should not be viewed as legal advice or consultation and is made available with the understanding that the author and other persons associated with this publication are not engaged in rendering legal or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. The author, publisher and other persons associated with this web publication disclaim any liability arising out of, or relating to, any reliance upon the matters contained herein.

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Allan R. Lipman, a member of the NY and FL Bar.

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