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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Archives

Monthly Archive for: "August, 2018"
Home » Archives for August 2018
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By Bach, Jacobs & Byrne, P.A.
In Firm News
Posted August 31, 2018

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

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 [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted August 27, 2018

What is Florida’s “Prudent Investor Rule” regarding trust administration?

Florida has requirements on how a fiduciary is to manage and invest the assets of the Trust that the trustee administers. Florida has adopted what is known as the “prudent investor rule,” which [...]

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By Bach, Jacobs & Byrne, P.A.
In Probate
Posted August 23, 2018

“It’s All Greek to Me”: Lex Loci Rei Sitae

In this series of blog posts, we define esoteric legal terms and explain how they are used in law. “Lex loci rei sitae” is a Latin phrase literally meaning, “the law where the property is [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Elder Law, Long-Term Care, Medicaid Planning
Posted August 21, 2018

Which common policy terms should I compare when purchasing long-term care insurance?

Long-term care insurance policies are not standardized from insurer to insurer, and thus the policies differ in many ways. There are, however, key provisions used across the board by Florida [...]

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By Bach, Jacobs & Byrne, P.A.
In Firm News, Land Conservation Easements
Posted August 17, 2018

Tallahassee Judge Rules Florida Misused Conservation Funds

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 [...]

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By Bach, Jacobs & Byrne, P.A.
In Firm News
Posted August 13, 2018

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

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 [...]

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By Bach, Jacobs & Byrne, P.A.
In Probate
Posted August 9, 2018

What happens if a beneficiary is responsible for the death of the decedent?

These are rare, but this scenario can occur: Florida has a “slayer statute” to address it.  Should a named beneficiary kill the testator, Florida law prohibits the killer from inheriting the [...]

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By Bach, Jacobs & Byrne, P.A.
In Tax Law
Posted August 7, 2018

What is the gift tax?

As defined by the Internal Revenue Service, the gift tax is one, “…on the transfer of property by one individual to another while receiving nothing, or less than full value, in return.” In [...]

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By Bach, Jacobs & Byrne, P.A.
In Probate
Posted August 3, 2018

How can I access a deceased loved one’s safety deposit box?

Under Florida law, a court order is required to access and remove the contents of a safety deposit box of the deceased, unless the box is jointly owned. This can create a hurdle for the loved [...]

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