Estate Planning

The decision of who to name as trustee of your Trust is an important one. An option available to you when making this decision is to designate a corporate trustee, a company that will manage the [...]

In Florida, the qualifications to serve as personal representative of an estate, as set forth by the Florida Probate Code, are as follows: -The personal representative has never been convicted of [...]

Though there are exceptions to every rule, generally there are several reasons not to title a vehicle in the name of a Trust. For example: -If your vehicle is involved in an accident and you get [...]

If a testator wants to distribute assets to multiple children in different amounts, he/she might want to prevent each beneficiary from knowing what the others are getting in order to mitigate [...]

We turn to Florida Statute §736.0103 for the legal definition of “settlor”: “a person, including a testator, who creates or contributes property to a Trust.” Florida Statute §731.201 defines [...]

Florida’s spendthrift provision protects Trustees and beneficiaries from creditors seeking to collect on a beneficiary’s debts and from the beneficiaries themselves, pledging their interest in [...]

The Florida Supreme Court case which has set the standard for determining undue influence in Will disputes is the seminal case of In re: Estate of Carpenter, 253 So.2d 697 (Fla. 1971), which held [...]

In Florida, the formal probate process, when not drawn out by disputed claims or other complications, generally takes at least four months. Though this may seem long, our system is more concise [...]

A “pour-over” Will is usually created by individuals who hold most, if not all, of their assets in a Trust. The reason one might maintain such a document is to account for overlooked assets in [...]

The relatively new Florida Statute §765.2038 aims to make the process of naming a health care surrogate for a minor easier. To do so, it provides a form for the legal custodians or legal [...]