October ZOOM Meeting

Date: Thursday, October 15, 2020
Time: 12:00pm - 1:00pm
Location: ZOOM
Speaker: Joseph M. Percopo, Esq. will speak on Lady Bird Deeds and non-probate transfers; Also Featuring and Tykes and Teens, Charitable Nonprofit Event Sponsor

Joseph M. Percopo


  • University of Florida Levin College of Law, 2010 (LL.M. in Taxation)
  • Florida State University, summa cum laude 2009 (J.D.)
  • Stetson University, cum laude, 2006 (B.B.A., Business Administration)

Professional Memberships:

  • The Florida Bar
  • The New York Bar
  • The Orange County Bar Association
  • Central Florida Estate Planning Council, Board Member
  • Estate Planning Discussion Group
  • Citrus Club, Leadership Alliance, Board Member
  • Citrus Club of Orlando, Board of Governors (2020- 2022)
  • Sunshine State Scholarship Foundation, Director & Treasurer (2012 –  2019) OCBA Bench Bar, Board Member
  • Fellow, Real Property, Probate and Trust Law Section of the Florida Bar (2019-2021)


  • Lady Bird Deeds: an inexpensive probate avoidance technique, Central Florida Estate Planning Council Luncheon (February 11, 2020)
  • How to Avoid Probate without Trusts workshop for Fairwinds Credit Union (Jan 2020) (Presentation)
  • Asset Protection Planning Workshop for Fairwinds Credit Union (July 2019)
  • Estate Planning Basics Workshop for Fairwinds Credit Union (Jan 2019)
  • “To deed or not to deed, Lady Bird is the Question,” Orange County Bar Association Estate, Guardian, and Trust Law Committee (2018)
  • Florida Fiduciary Acess to Digital Assets, CLE Presentation for Orange County Bar Association (June 2016)
  • Asset Protection for Professionals, Entrepreneurs, & Investors Lunch & Learn (May 2016)
  • Taking Title: Options & Implications for Foreign Investors, Central Florida AREAA (Sept 2015)
  • “Basic Estate Planning & Asset Protection Session,” Orange Country Bar Association Leadership Law (April 2014 & April 2015)
  • “Estate Planning 5 Minute Update,” Central Florida Estate Planning Council (2013-2014)
  • “Florida Durable Power of Attorney Update,” Orange County Bar Association Continuing Legal Education (2013)
  • “Tax Law Session,” Orange Country Bar Association Leadership Law (April 2013)
  • “Asset Protection Planning for Business Owners,” Popular Community Bank Panel Luncheon (September 2012)
  • “Business Contract Basics,” Citrus Club Young Executive Luncheon Speaker Panel (July 2012)
  • “10 Estate Planning Myths,” Palm Valley Coffee Hour (August 2011)

Practice Areas:

  • Estate Planning
  • Estate (Probate) Administration
  • Trust Administration, Modification, & Termination
  • Estate Tax Return Preparation (IRS Form 706)
  • Asset Preservation Planning
  • Homestead Law
  • Business Law
  • Tax Law
  • Debt Collections
  • Qualified Domestic Relations Orders (QDRO’s)

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