Can Creditor Garnish Debtor's Exempt Florida Bank Account At Bank Branch Located In Another State?

Questions from other attorneys are usually the most interesting; here’s an example. A Florida attorney called me about one of his clients who was concerned about a bank garnishment. The client and his wife had a permanent residence in Florida. While on a temporary work assignment in South Carolina, the husband was sued by a South Carolina company, and a South Carolina court entered a civil judgment. The husband and wife had previously opened a joint bank account at a Florida branch of a national bank. The joint bank account is exempt from garnishment by the husband’s individual creditors under Florida law because its considered tenants by entireties property.

The couple's bank had branches in South Carolina which state does not recognize tenants by entireties ownership. The question was whether the South Carolina creditor could garnish the bank account at a South Carolina branch of the bank using a writ of garnishment issued by the South Carolina court that entered the judgment against the husband.

Florida exemptions can not be exported, so, for example, the husband’s creditor could probably garnish salary earned and paid in South Carolina even though the wages are exempt under Florida law. This debtor’s bank account is somewhat different in that the account was at a Florida branch and deposits were made in Florida. Not being sure of the answer, but intrigued by the question, I called a local creditor attorney who had garnished hundreds of bank accounts in his career.

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Homestead Protection Of Parent's Home Occupied By Child With Homestead Tax Exemption

An attorney called me to discuss whether a debtor could protect as homestead a house they owned which was occupied by their children. The case involved a divorced woman (the client) which children and her mother. The client and her mother each owned and occupied a Florida home. The client is in the process of leaving her home and moving in with her mother to help care for her, and she is also adding her name to the legal title of her mother's home for estate planning purposes. The client gave permission to her two sons to occupy her home after she moved in with the mother. The client filed for homestead tax exemption on the home she owned; her mother claim a homestead tax exemption for her home. The client was being sued and anticipated a judgment being entered against her. She asked her attorney, and the attorney asked me, if the client/debtor could protect her home occupied by her son as a homestead property.

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Fraudulent Transfers By Disclaimer To Estate Planning Trust

An attorney wrote to me with an interesting asset protection question involving a typical estate planning tool. A homestead property was owned by husband and wife as tenants by entireties. The husband died. The couple had established a typical living trust which included a credit shelter trust that became irrevocable after the first death. The surviving spouse and children were the beneficiaries of the credit trust. The husband died. The wife disclaimed her survivorship interest in the jointly titled homestead so that the house automatically passed to and was titled in the husband's credit shelter trust. The question was whether the disclaimer jeopardized the homestead protection from creditors. I think the protection would remain intact for the wife's benefit during her lifetime.

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