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Sean M. Byrne, Esq. Completes Term as Chair of the Sarasota County Bar Association’s Estate Planning and Probate Section

By Firm NewsNo Comments

Attorney Sean Byrne has completed his term serving as chair of the Estate Planning and Probate Section of the Sarasota County Bar. The Sarasota County Bar is divided into 11 sections based on area of practice, and the Estate Planning and Probate Section is open to all Sarasota lawyers interested in trust law, estate planning, and probate law. At the section’s bi-monthly lunch meetings, attorneys have the opportunity to learn from and with each other as they progress in their field.

Sean continues to serve on the Estate Planning and Probate Section’s executive committee as the immediate past chair.

September 20, 2018
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Sean M. Byrne, Esq. Published on the Front Page of The Docket

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Attorney Sean Byrne was on the front page of the June edition of the Sarasota County Bar Association’s monthly publication The Docket, a resource of information, entertainment, and dialogue for the lawyers of Sarasota, Osprey, Nokomis, Venice, North Port, and Englewood.

Sean’s article, titled “Underutilized Tools for Non-Adversarial Proceedings,” elaborates on Florida Probate Rule 5.080, which provides a path for all guardianship and probate attorneys to “… take depositions, issue interrogatories, request documents and admissions, and even seek sanctions against a party (or third party) that does not comply with the discovery requests.” In fact, Sean writes, any interested person can make use of this tool in order to conduct discovery in the probate process. Sean’s full article can be found online on the Sarasota County Bar Association website, and the Florida Rules which he discusses can be downloaded at https://floridabar.org/rules/ctproc/.

August 31, 2018
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Tallahassee Judge Rules Florida Misused Conservation Funds

By Firm News, Land Conservation EasementsNo Comments

In 2014, the Florida Water and Land Conservation Initiative (Amendment 1) was passed overwhelmingly with 74.96% of the vote. Upon passage by the voters, the Florida Constitution now regulates that 33% of net revenue from the existing excise tax on documents to be dedicated to the Land Acquisition Trust Fund. This Trust Fund was developed to acquire and improve conservation easements, wildlife management areas, wetlands, forests, and more.

However, a Tallahassee circuit judge has recently ruled that the state of Florida has not been properly appropriating the funds to the Trust, issuing a summary judgment in favor of the Trust. This summary judgment gives the Trust a victory in the case without needing to go to trial.

Attorney Sean Byrne of Bach, Jacobs & Byrne, P.A. is a real property attorney with extensive experience in land conservation law, including the creation and sale of conservation easements. If you are seeking counsel regarding a land conservation easement, call (941) 906-1231 to set up a consultation.

August 17, 2018
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Congratulations to Sean M. Byrne, Esq. for Being Named a “Rising Star” by Super Lawyers®

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Congratulations are in order for our own attorney Sean Byrne, who has recently been named a Florida Super Lawyer by the Super Lawyers company. The process of selection is multi-faceted, with each nominee being evaluated based on 12 factors of peer recognition and professional achievement. These indicators include representative clients, honors/awards, pro bono/community service, scholarly writings, and more. Lawyers are not allowed to nominate themselves or campaign on their own behalf, and only the top 5% of lawyers from every state are selected. Thus, the recognition is highly prestigious.

Sean was named to the Super Lawyers “Rising Stars in 2018” list. Babette B. Bach, Esq. has been annually named a Florida Super Lawyer since 2009.

August 13, 2018
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Babette B. Bach, Esq. Receives the Lifetime Achievement Award

By Elder Law, Firm NewsNo Comments

Babette B. Bach, Esq. received the Lifetime Achievement Award from the Florida Bar Elder Law Section during the Florida Bar’s annual convention in Orlando on June 15.  Babette was presented with the award by current chair Collette Small and past chair Emma Hemness, who gave a personal introduction.  In her acceptance speech, Babette spoke about the importance of having a progressive management style that inspires loyalty from staff and clients.  Babette’s family and law firm staff were in attendance for the award ceremony in Orlando. Babette is a Florida Bar Board Certified Elder Lawyer and a Certified Elder Law Expert by the National Elder Law Foundation.  Babette was the Chair of the Florida Bar Elder Law Section from 2009 to 2010 and the Chair of the Sarasota County Bar Association’s Estate Planning and Probate Section from 2016-2017.  She is the founder of Bach, Jacobs, & Byrne, P.A. in Sarasota.

June 22, 2018
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Older Americans Month

By Firm NewsNo Comments

In 1963, John F. Kennedy declared May to be Senior Citizens Month and in 1980, President Jimmy Carter decided to change Senior Citizens Month to Older Americans Month. This month, we celebrate the lives of our older Americans and reflect upon their many contributions to our nation. Everyone here at Bach & Jacobs would like to thank our clients, friends, loved ones and all our country’s senior citizens for their extraordinary contributions to our Nation. Make sure to celebrate the Older Americans in your life this month and remember that none of us would be here without them. Happy Older Americans Month!

 

May 8, 2018
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National Elder Law Month

By Elder Law, Firm NewsNo Comments

May has been designated as National Elder Law Month by the National Academy of Elder Law Attorneys. Elder Law is a broad field of legal practice that encompasses important life processes including, but not limited to: Estate Planning, Medicaid, Tax Law, Probate Administration and Asset Protection Planning. We would like to thank the talented attorneys at Bach & Jacobs for their commitment to providing service of the utmost quality in the field of Elder Law as well as the clients that make their jobs possible. Happy National Elder Law Month!

For assistance regarding any Elder Law needs, contact our offices at 941- 906-1231 to schedule an appointment with one our attorneys.

May 1, 2018
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Lifetime and Estate Planning – A Seminar by Experts

By Estate Planning, Firm NewsNo Comments

Babette Bach and Fred Jacobs will be speaking at a Heritage Oaks event, “Lifetime and Estate Planning – A Seminar by Experts”, being held at their clubhouse on January 15th, 2018 at 2:00pm. The attorneys will cover a variety of topics and give some insights into preservation of assets and estate planning for Florida residents. The event is presented by the Heritage Oaks Lifelong Enrichment Committee. Please contact the club for more information: 941-926-7602.

December 7, 2017
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Babette will be speaking about Medicaid at The Academy of Florida Elder Law Attorneys UnProgram in December 2017

By Elder Law, Firm NewsNo Comments

December 1-2, 2017

Babette Bach will be attending and, this year, speaking at the The Academy of Florida Elder Law Attorneys UnProgram in December at the Hyatt Regency in Orlando. She is looking forward to lecturing there on Saturday, December 2nd, 2017 on the subject of “Advanced Medicaid Planning & Techniques”. Please contact AFELA at 850-296-8089 or www.afela.org  for further information on this event. Please contact our office on 941-906-1231 if you would like to schedule a consultation with Babette for advice on Medicaid and Asset Protection Planning.

November 20, 2017
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Babette Bach to lecture on Guardianship at a Republican Women’s Club of Sarasota event on 11/03/17

By Firm News, GuardianshipNo Comments

Babette Bach will be speaking at a Republican Women’s Club of Sarasota event being held tomorrow, Friday November 3rd, 2017, at Michael’s on East restaurant at 11.30am. The presentation topic will be Guardianship.

Republican Women’s Club of Sarasota

October 30 at 9:19am · 

Luncheon this Friday.

MENU
1/2 portion Wild Mushroom Ravioli and 1/2 portion Cobb Salad
OR
Cobb Salad
Dessert: Mini Red Velvet Cupcakes
$27 per person, payable at door

Speaker: Babette Bach, Esq, subject: Guardianship and Elder Care

Call or email Karen at 941-306-1947 or rwcsreservations @gmail.com

 

November 2, 2017
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