When creating an estate plan or providing for another during life, one often considers creating a Trust. Trusts can be drafted for many different reasons and with various types of beneficiaries and Trustees. An important question to discuss with your legal advisor is who should act as Trustee. Many financial…
The rules regarding homestead property set forth under both the Florida Constitution and the Florida Statutes permeate multiple facets of the practice of law in Florida. Simply, the rules of homestead are always there and always considered. For this reason, the probate court’s holding in Warburton v. McKean caused some…
Should there be a Total Return Trust in your future? Trusts as we know them have been around for a long time. Trusts were developed in England in the 1500s to provide a way of managing what was the only form of wealth in those days, land. Land was treated…
Many clients have misconceptions about the preparation of contracts. Some believe that all a lawyer does to prepare a contract is to insert the names of the parties, push a button, and print out the contract. Others believe it is less expensive if the attorney for the other side prepares…
You never know when you are going to need that estate plan. The following is a general guide to reviewing and updating your estate plan. The frequency of following this guide will vary from client to client, but we suggest that you contact us at least once every two years…