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Trust company to offer program on Florida domicile

By SANCAP TRUST - | Mar 3, 2021

PHOTO PROVIDED Robin L. Cook

The Sanibel Captiva Trust Company will hold a Webinar on Florida domicile and how new residents can obtain it on March 9 and again on April 6 from 3 to 4 p.m.

Robin L. Cook and Jeffrey A. Muddell, with wealth services for the company, and David M. Platt, with SanCap Law, will present on the important steps of obtaining a domicile. They will also explain the differences between a Florida residency and a Florida domicile.

“The current real estate market confirms that many people are choosing Florida for their primary home and they should not miss out on taking advantage of everything this state has to offer,” Cook said.

In addition, attendees will learn why it matters in which state their trusts and investments are managed to obtain the tax benefits of Florida domicile.

“We will go over the many important protections Florida offers in regard to personal assets that other states may not,” Platt said.

PHOTO PROVIDED Jeffrey A. Muddell

To reserve a spot and receive the Webinar link, contact Frances Steger at 239-472-8300 or fsteger@sancaptrustco.com.

PHOTO PROVIDED David M. Platt