Fisher, Tousey, Leas & Ball

09/28/2021

Fisher Tousey Estate Planning Notice - Proposed Tax Laws http://p0.vresp.com/HCgbtk

12/18/2020

It's a fun Friday here at FTLB as our elves prepare to deliver gifts to five local seniors as part of the Jacksonville Bar Association's 2020 Holiday Project!

We wish our friends, clients, and business partners Happy Holidays!

08/21/2020

FTLB is proud to announce that 13 of our attorneys were named to the 2020 Best Lawyers® list, which is chosen by their peers.

Additionally, attorney Kateena Manners was named Lawyer of the Year for Trusts and Estates in Jacksonville!

Harris L. Bonnette- Tax Law
Anne Buzby-Walt - Trusts and Estates
Robert A. Dawkins - Trusts and Estates
Michael W. Fisher - Tax Law
Beverly H. Furtick- Trusts and Estates
Mark C. Kloeppel- Tax Law
John E. Lawlor - Trusts and Estates
Michael R. Leas - Employee Benefits (ERISA) Law
Kateena E. Manners - Tax Law, Trusts and Estates
Robert N. Miller - Trusts and Estates
Mary A. Robison - Real Estate Law
Clay B. Tousey, Jr. - Trusts and Estates
Clay B. Tousey, III - Tax Law, Trusts and Estates, Corporate Law

04/15/2020

Dear friends, clients, and business partners:

We hope you and yours remain safe and healthy!

We want to let you know that FTLB remains fully operational and available to handle client matters as seamlessly as possible despite the coronavirus outbreak. We have encouraged our attorneys and staff to work from home to ensure their safety and to do our part towards flattening the curve. Nonetheless, we remain available by phone, video, and email. We stand ready to assist you with any problems you are facing or questions you may have.

Every client, business, and sector will be impacted by this pandemic. As we seek out a new normal amid uncertainty and fear, our attorneys are here to help you navigate these unique challenges.

Fisher, Tousey, Leas & Ball

04/09/2020

FTLB was proud to sponsor lunch for the doctors, nurses, and staff at our local Baptist Medical Center Beaches today. We can't thank them enough for all they are doing to help in the fight against COVID-19!

And thank you to Trasca & Co Eatery for providing the delicious food!

03/13/2020

We were excited to drop off the 339 books collected by our firm to the San Marco library branch this morning as part of Tenikka Hughes Action News Jax's Books for Kids! Thank you Tenikka for organizing such a wonderful project for our community!

02/19/2020

Last Saturday, FTLB participated in the 2020 Jacksonville Bar Association YLS Chili Cookoff, benefiting Clarke Schools for Hearing and Speech, and won 1st place in the Spiciest Chili category for the third year in a row!

02/11/2020

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The SECURE Act of 2019: Does it Affect You?

As you may be aware, on Friday, December 20, 2019, President Trump signed legislation that contains provisions from the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “ SECURE Act,” or “ Act”). The SECURE Act includes several provisions affecting Individual Retirement Accounts (“IRAs”).

If you do not have an IRA, this change in the law will not affect you and your estate planning documents. If you have an IRA that is worth over $500,000 or makes up a substantial part of your overall estate plan, and your IRA designates a trust as a primary or contingent beneficiary, we recommend you contact us soon to identify any necessary updates to your estate planning documents.

The most important change enacted by the SECURE Act is the elimination of “Stretch IRAs,” or “life expectancy payouts” for most beneficiaries. Prior to the SECURE Act, designated beneficiaries were permitted to take required minimum distributions from inherited IRAs over the course of their life. This option is now available only for eligible designated beneficiaries, who are either (1) a surviving spouse of the IRA participant, (2) a disabled or chronically ill individual, (3) an individual less than ten years younger than the IRA participant, or (4) a minor child of the participant. Note that minor children may only use this method until they attain the age of majority. All other designated beneficiaries must withdraw the full value of the inherited IRA within ten years of the participant’s death. The SECURE Act will also apply to trusts who are named beneficiaries of an IRA.

If you would like to discuss the SECURE Act or update your documents to adapt to the new law, please contact Patrick M. Griffin at (904) 483-2455 or Julie E. Breuer at (904) 483-2445. If you would like to review your overall estate plan, please contact your usual attorney.

12/10/2019

US Business News announces the winners of the Legal Elite Awards 2019- Attorneys from Fisher,Tousey, Leas & Ball that were selected are: Anne Buzby Walt, Kateena Manners, Robert N. Miller and Clay B. Tousey III.

• Expressing their pride in these deserving winners and the success they have achieved over the past year, Kaven Cooper, Awards Coordinator commented: “These awards highlight the most respected lawyers and attorneys as well as their fields of expertise and the companies they represent, and focus on the incredible results that come of commitment and passion in the industry. Congratulations to all of our winners and I look forward to hearing about your future endeavours and successes.”
• All winners for the awards were the result of months of research and analysis from US Business News’ dedicated awards team. As a result, each and every winner was chosen on merit only, and can take great pride from the fact that they were selected for their success.

12/06/2019