1-561-514-0900 FREE CONSULTATION

Yearly Archives: 2015

5 Things a Trustee Should Know to Deal with Crazy Trust Beneficiaries: a guide for the successor trustee of the Florida revocable trust

Uncategorized Jul 14, 2015
post about 5 Things a Trustee Should Know to Deal with Crazy Trust Beneficiaries: a guide for the successor trustee of the Florida revocable trust

Are you the trustee of a Florida trust?  Maybe you are the successor trustee of your mom or dad’s revocable trust which they had when the lived in Boca Raton.  You thought that a Florida revocable trust wouldavoid Florida Probate and you would not have to deal with a brother or sister or step-parentthat you don’t like or don’t get along with.  But you agreed to serve as successor trustee of the Florida living trust and the beneficiaries are giving you, the Florida trustee, a hard time. Here are 5 pointers on how to deal with crazy Florida trust beneficiaries if you are aFlorida trustee of a trust.

READ MORE

I’m a Palm Beach trustee and my Florida trust beneficiary is driving me crazy: what can a Florida trustee do?

Uncategorized Jul 14, 2015
post about I’m a Palm Beach trustee and my Florida trust beneficiary is driving me crazy: what can a Florida trustee do?

OK, so you are a Florida trustee and your trust beneficiaries, or maybe just one trust beneficiary is driving you nuts.  What is a Florida trustee to do?  Let’s say that your mother or father had a few bucks and lived in Boca Raton where their estate planning lawyer created a living trust, also known as a Florida revocable trust. Now, mom and dad have passed, and their last income taxes were paid and the US Estate Tax was paid and the Palm Beach probate has beenclosed…..leaving just the family trust.   They named you as successor trustee !  And now you have to deal with a sister or brother you can’t stand?  What is a Palm Beach trustee to do?

READ MORE

In West Palm Beach the Probate Estate is not the same as the Elective Estate, do you know the difference?

Uncategorized Jul 14, 2015
post about In West Palm Beach the Probate Estate is not the same as the Elective Estate, do you know the difference?

Do you know what an elective share is? In West Palm Beach  as a widow or widower you have a statutory right to thirty percent of the elective estate of your loved one after they pass, regardless of what was left in the will for you. But how do you calculate the elective estate? Is it the same as the probate estate? Far from it, learn the differences.

READ MORE

Know the Rules on how to Amend a Will in West Palm Beach and Rules

Uncategorized Jul 14, 2015
post about Know the Rules on how to Amend a Will in West Palm Beach and Rules

Experienced Palm Beach probate litigators know that times and  feelings change, that means so do our client’s Last Will and Testament. The law is clear though about changes to a will or codicil, do you know what it says? Those “additions” you made might not be valid in fact you may have thought you revoked your will and didn’t. Do you know the rules? Learn them here.

READ MORE

What do you need to do to get a self proving affidavit? Not all that much, learn how!

Uncategorized Jul 14, 2015
post about What do you need to do to get a self proving affidavit? Not all that much, learn how!

So you filled out a West Palm Beach will with all the formalities  does that mean you are done? You may want to consider adding a self proving affidavit to make the witnesses’ lives easier. Do you know what this West Palm Beach probate document is and what it looks like? Make probate easier, consider adding one. Don’t know where to start? Start here and learn more.

READ MORE

4 Florida Estate Pointers Heirs & Palm Beach Probate Beneficiaries Should Know About Florida Will Contests: Palm Beach Will Challenge FAQ’s

Uncategorized Jul 13, 2015
post about 4 Florida Estate Pointers Heirs & Palm Beach Probate Beneficiaries Should Know About Florida Will Contests: Palm Beach Will Challenge FAQ’s

Involved in a Palm Beach will contest or maybe a Florida will challenge?  If so, here are 4 things to consider about will challenges in Palm Beach.  Put another way, if you are involved in a will contest Florida, here are some pointers or perspectives on probate litigation West Palm Beach that you might also think of as frequently asked questions about probate Florida. Surviving spouse or widow to a Florida probate?  Maybe a stepson or step daughter is objecting to the probate or your inheritance from the Palm Beach estate?  Well, then, even if you are not the one filing the will contest, you may want to read this commentary on Palm Beach probateand probate litigation Palm Beach County.

READ MORE

Avoid Probate in West Palm Beach through Trusts, Life Insurance and other Non-Probate Assets, Learn How

Uncategorized Jul 13, 2015
post about Avoid Probate in West Palm Beach through Trusts, Life Insurance and other Non-Probate Assets, Learn How

Have you just completed an executed West Palm Beach  will and estate plan? Do you know how your estate is going to function? West Palm Beach probate litigators know more and more of a persons estate is turning into non probate assets as will substitutes and testamentary trusts become more and more common. Check out these three common non-probate assets. Did you know these will not be touched by the personal representative?

READ MORE

Can I recover my Florida estate inheritance? 3 Florida Probate pointers about tortuous interference with an inheritance

Uncategorized Jul 13, 2015
post about Can I recover my Florida estate inheritance? 3 Florida Probate pointers about tortuous interference with an inheritance

Did someone cut you out of a Florida probate improperly?  Did you lose your Florida inheritance because someone did something bad?  If you were dis-inherited or cut out of a Florida probate, before you file that will contest Florida or perhaps at the same time your probate litigation law firm Florida is talking to you about objecting to the Florida will, consider the probate or civil remedy of tortuous interference with an inheritance.

READ MORE

Getting the Evidence Now: Mastering West Palm Beach Civil Discovery

Uncategorized Jul 13, 2015
post about Getting the Evidence Now: Mastering West Palm Beach Civil Discovery

Do you know what West Palm Beach discovery is?  Are you involved in a civil dispute regardingtortious interference with an expectancy or other interest? You may have to sit for a formal deposition, admit to the authenticity of documents and more. Do you know the different tools for civil discovery in West Palm Beach? Not only do you need to be able to answer these competently, you better be able to use them on your own to win your case. Find out how.

READ MORE

How Can You Pursue a Claim for Palm Beach Legal Malpractice When Your Relative Was the Client?

Uncategorized Jul 13, 2015
post about How Can You Pursue a Claim for Palm Beach Legal Malpractice When Your Relative Was the Client?

Were you and your family the victims of an estate planning  attorney’s negligence? Was failure to plan, failure to advise or follow basic rules the reason that your family member’s will was denied probate admission? You may have grounds for a claim of legal malpractice in West Palm Beach. Do you know what to do? Learn more about how Florida has expanded the doctrine of legal malpractice to protect family members hurt by poor estate planning and malpractice.

READ MORE