There are many common misconceptions regarding estate planning. People sometimes assume they only need a plan if they're wealthy or that everything will automatically go to their children or spouse. As experienced estate planning attorneys, we recommend that everyone – regardless of age, wealth, and family status – have an estate plan.  Some estate plans are simple and require only a couple of documents, while other plans are more complex. The plan that is right for you should be determined by an experienced estate planning attorney and would be formulated during your consultation process. Oftentimes, there are multiple ways to achieve the results you desire. The main goals of estate planning include: Designating people to make your medical and financial decisions for you while you are alive;Ensuring your property passes to the people you want in the percentages you want, and;Avoiding probate. Clients with minor children are also concerned with designating someone to care for their children should something happen to them. While the Florida law and statutes provide for default answers to all of these situations, having estate planning documents in place can ensure that those responsible for making decisions on your behalf have an easier time doing so. Further, depending on your life’s circumstances, you may not want the default people acting for you or inheriting from you in the way the law outlines. Having a plan really keeps you in control. It allows you to dictate and influence how your own wellbeing is cared for as well as how your family is taken care of after you pass. Schedule a complimentary consultation to learn more about the options and planning tools that are right for you.  

We hope you all join us in celebrating Founding Partner Peter S. Sachs’ 50-year anniversary of practicing law in the State of Florida!   Peter became a member of The Florida Bar in 1973. He and his fellow 50-Year members were honored at the 2023 Florida Bar 50-Year Member Luncheon at The Boca Raton on Friday, June 23, 2023. The special event took place during The Florida Bar Annual Convention, which was held from June 21st-24th in Boca Raton. Earlier this year, Peter also celebrated 50 years since graduating from Fordham Law School with other members of the Class of ’73, including Senior Judge  Loretta Preska of the U.S. District Court for the Southern District of New York (SDNY), at their reunion in New York City.   “It is difficult to comprehend that 50 years have elapsed since taking my oath as a Member of the Florida Bar.  I am grateful that along the way I received guidance and mentorship from lawyers and judges that I admired as consummate and ethical professionals.  Looking back, what I cherish most are the friendships that I made with other lawyers, jurists, and the many clients that I was privileged to represent.  I am blessed to still be practicing law and look forward to mentoring the next generation of attorneys, including those at my law firm and two children who followed in my footsteps, one of whom is a Family Law attorney and the other who works in the legal department of The Disney Corporation.” – Peter Sachs   Peter founded Sachs Sax Caplan P.L. in 1979. He is Board Certified in Condominium and Planned Development Law by The Florida Bar and through the years has handled a multitude of matters related to community associations (condominiums, cooperatives, homeowners, master and country clubs). He is considered one of the pioneers in the development of community association law and has earned a reputation as a staunch consumer rights advocate.  Peter’s notable work includes obtaining significant settlements on behalf of each of the four Century Village communities and the Kings Point complex in Delray Beach. He also created and represents Kings Point Recreation Corporation, the...

The National Council of Legislators from Gaming States (NCLGS) held its Summer Meeting at the Westin Copley Place in Boston, Massachusetts in early July 2022. Steven Geller, who is the NCLGS’s General Counsel, was a panelist on the topic of Sports Betting at the conference. The conversation centered around the Wire Act of 1961, which banned gambling across state lines. Prior to 2011, the U.S. Department of Justice stated that the Wire Act applied to all types of gambling.   In 2011, the U.S. Department of Justice reversed their prior opinion, and stated that the Wire Act only applied to sports betting. In 2018, the same body reversed the reversal, and again declared that the Wire Act applied to any form of gambling. In 2020, a federal judge ruled that the more limited 2011 interpretation was correct.  In 2021 The 1st Circuit Court of Appeals agreed with the Federal Judge’s ruling that the Wire Act only applied to Sports betting.  However, the U.S. Department of Justice has not changed their interpretation that the Wire Act applies to all types of gambling. These confusing rulings and reversals of the Act were debated by the panel during the session, and, most importantly, how the Wire Act applies to Sports Betting. “In my belief, the current state of sports betting is based more on what people want the law to be, instead of what the law actually is,” said Geller.  “I believe all of these attempts at wireless sports betting seem to violate the Wire Act,” Geller said. “I think [sports betting] should be limited to in-person. Now, do I think Congress should change the law? Absolutely. But until they do, I think we are bound by [the Wire Act].”  Geller said that consideration of limiting sports betting to brick-and-mortar sites might best be looked at for lawmakers in the sense of job creation — with online gambling employing far fewer local residents. “That is one of the fundamental reasons that people justify [legalization of] gambling,” Geller said. When the conversation turned to the possibility of a group of states forming a collective in an...

Peter Sachs, founding partner and chairman emeritus was recognized by The Palm Beach Post and Palm Beach County Bar Association Bulletin.         

Samuel J. Levine  was featured in the The Palm Beach Post as a new associate at Sachs, Sax and Caplan.  Learn more about Samuel  including how to work with him here: https://ssclawfirm.com/samuel-levine?view=employee&id=45        

Meet the four new attorneys and the rest of our experienced team https://ssclawfirm.com/experienced-attorneys  

Board Certified Attorney Peter Sachs, who is founding partner and Chairman Emeritus of Sachs Sax Caplan, P.L., a Boca Raton based law firm, has been recognized by South Florida Business & Wealth (SFBW) with a Lifetime Achievement Award. Sachs received the award at SFBW’s annual Legal Awards, which were held at Fort Lauderdale’s Museum of Discovery and Science. The SFBW awards judge the nominee’s success, growth and professional accomplishments, as well as charitable and civic achievements.“As a child of survivors born in a refugee camp in Berlin, it was the goal of my parents to make sure I received a good education that had been denied to them,” said Sachs. “After graduating from Queens College, CUNY, performing military service and then graduating cum laude from Fordham Law School, I wanted to use my education and the opportunity it provided to help protect the freedoms and individual rights we enjoy in the best country in the world – the USA.”   "As a child of survivors born in a refugee camp in Berlin, it was the goal of my parents to make sure I received a good education that had been denied to them” - Peter Sachs of Sachs Sax Caplan, P.L. Sachs is a Founding Partner and Chairman Emeritus of Sachs Sax Caplan P.L. He is Board Certified in Condominium and Planned Development Law by the Florida Bar and through the years has handled a multitude of matters related to community associations (condominiums, cooperatives, homeowners, master and country clubs). He is one of the pioneers in the development of community association law and has earned a reputation as a staunch consumer rights advocate.Sachs received his B.A. from Queens College of the City University of New York and his J.D. from Fordham University School of Law. Sachs is Past Chair of the 15th Circuit Judicial Nominating Commission, Past President of the South Palm Beach County Bar Association, and a Past Member of the Board of Governors of The Florida Bar.He was a Gubernatorial Appointee to the Treasure Coast Regional Planning Council; Past President and Gubernatorial Appointee to the Florida Independent Living Council; Past Board...