Physical Address: The Henry Rust Building 2627 W. Idaho Street Boise, Idaho 83702 | Mailing Address: Po Box 637 Boise, Idaho 83701 | Call Now: (208) 338-1001

Excellent article for estate planning practitioners


Published On: July 2nd, 2013 | Author: Perry Law, P.C. | Category: Estate Planning and Probate

George D. Karibjanian recently wrote a wonderful article regarding the Morey v. Everbank decision in Florida.  The article discusses the interplay between the court’s analysis and the Florida statutes governing the exemption of life insurance proceeds.  Carlton W.  Morey Jr.  was the owner of two life insurance policies “each with death benefits in the amount of $250,000.”  Morey  named his revocable trust as the beneficiary of the life insurance policy the subject of the decision.  The court found the trust to have identified the payment of death obligations as a primary purpose.  To put it simply, the life insurance proceeds were not protected by the express exemption provided pursuant to Florida Statute section 222.13.  To read this excellent article in more detail please see http://www.floridabar.org/DIVCOM/JN/JNJournal01.nsf/8c9f13012b96736985256aa900624829/c6a8173973a4c87e85257b9000515697!OpenDocument

Perry Law is licensed to practice in Arizona, Florida, Idaho, Oregon and Washington, we are a regional law firm, that gets large firm results.

When faced with a difficult legal situation, you want to make certain you have the best representation and legal team in your corner. At Perry Law, our attorneys and support team are here to ensure you the most sound advice and legal counsel possible.  Perry Law is a regional law firm with attorneys licensed in Arizona, Florida, Idaho, Oregon, and Washington. The firm represents over seventy years of combined legal experience.