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Yearly Archives: 2013

How Do I Open a Palm Beach Estate?: 5 tips to open probate

Uncategorized Nov 2, 2013

Do you need help with a Florida estate? Maybe you live in Ohio, and your uncle Mo died in Boynton Beach, Florida. You get a call from someone who has your uncle’s will, which names you executor (or what we call in Florida: personal representative of the estate). Oh…..and the will gives you half of your uncle’s estate and the other half to your brother who hates you. What do you do?

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What Are Inheritance Rights in Florida?: a look at beneficiaries of Florida trusts and estates

Uncategorized Nov 1, 2013

Wonder what your inheritance rights are to a Florida trust or estate?  Many beneficiaries do.   In Florida, you are entitled to participate in the probate administration if you are a beneficiary under a Florida will.  So, if your grandmother from Boca Raton died and left a will which gave you, say, 1/3 of her Florida estate, you get to know what’s going on and will receive copies of probate documents. 

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Trust Litigator Pankauski to Speak on Prudent Investing

Uncategorized Nov 1, 2013

Palm Beach estate trial attorney and trust litigator John Pankauski will speak on prudent investing next Thursday, November 6th, 2013 at the Palm Beach Yacht Club on the intracoastal in West Palm Beach, Florida. www.pankauskilawfirm.com  Pankauski will draw on his experience as a Palm Beach lawyer handling trust disputes, investment loss cases and trust administration at “Fiduciary & Fixed Income Investment in a ‘New Norm’”. 

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Proving Damages in a Prudent Investor Rule Case: what Florida beneficiaries can learn from a recent Kansas case

Uncategorized Nov 1, 2013

Are you the beneficiary of a Florida trust?  It’s no big secret that many trust beneficiaries in Florida don’t like trustees.  After all, a trust beneficiary needs to ask, or request, the Florida trustee for money, which the trust beneficiary may consider his or her, or his or her family’s, money.    No one likes to ask another for money, especially when you think it’s YOUR money.  So, beneficiaries need to check this angst before getting mad at trustees for investment losses. Be reflective and carefully analyze your angst with an experienced trust litigator or trust trial attorney. 

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5 Must Do Tips for the New Florida Trustee

Uncategorized Nov 1, 2013

How do I serve as a Florida trustee? Are you asking yourself this question? Being a trustee in Florida is no easy business if you are an individual. After all, you aren’t a bank or trust company with bricks and mortar, a fiduciary committee, portfolio managers, economists and a team of trust administrators.

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Florida Accountants, CPA’s and Florida Probate Administration: more than just taxes in Florida probate administration

Uncategorized Oct 31, 2013

If you are a Florida executor or personal representative of a Florida estate, who is assisting you with the Florida probate administration ? Or, if you are a beneficiary of a Florida estate, who is handling the estate administration, and, is the process going smoothly?  Are good decisions being made and do you have all the facts? I know you probably have a good Florida probate lawyer, but…….   A good accountant or CPA firm can be of great help to not only the Florida executor, but also for the benefit of those the executor ultimately serves:  the beneficiaries of the Florida estate. 

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Client & Beneficiary Investor Sentiment: how do you view the stock market and mutual funds?

Uncategorized Oct 31, 2013

Wealthy Florida clients and those exposed to the domestic stock market, like Florida beneficiaries, have seen their wealth grow over the very recent past.  The indices for US small cap, mid cap and large cap equities are on a roar.  If we squeeze a few more points out of domestic equities during the remainder of the fourth quarter,  2013 investment returns will approach or surpass 30%.  So, as a Florida beneficiary or client or investor, how does that make you feel? 

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