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Florida TOD Accounts + Federal Court

Uncategorized Feb 15, 2021
post about Florida TOD Accounts + Federal Court

Were you supposed to inherit a Florida TOD account from a bank or financial company? Is the probate executor making a claim to your Florida TOD account? This recent federal case on Florida TOD accounts may prove helpful to understanding your rights. If you still have questions, be sure to find a litigation law firm that has experience trying TOD and pay on death cases, as well as handling TOD appeals. Federal Case Sheds Light on Florida TOD Accounts + Federal Court While most Florida probate lawyers only practice in state court, there are some expert probate litigators who also handle federal court cases in Florida. Just ask John Pankauski, Managing Member of the boutique firm Pankauski Hauser Lazarus PLLC. “We have a federal court trial in March of 2021 in the Middle District of Florida . 2020 was very busy for us in Federal Court in Florida. We had a few matters in the USDC Southern District of Florida.” Pankauski should know. After all, TOD accounts and pay on death bank accounts are a unique area of the law. “Look out for so called ‘probate’ lawyers who say they go to court, but who actually never try a case” warns Pankauski. “Don’t get me wrong. Mediation and settlement may make a lot of sense, but they are not for everyone.” he continues. “There are a lot of Florida probate lawyers who just want you to settle everything.” Well, needless to say, that’s not him. Florida TOD Accounts + Federal […]

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What does TOD mean?

Uncategorized Feb 13, 2021
post about What does TOD mean?

What does TOD mean to heirs, family members and Florida probate beneficiaries? TOD, or transfer on death, is a way that Florida residents pass millions and millions of dollars, automatically, without probate. Sometimes ! We have previously written about this pay on death will substitute and posted a number of Free TOD and Pay on Death Videos to help you understand beneficiary rights and inheritance rights for Florida TOD accounts. In short, TOD means “transfer on death” and generally gives the other name on the bank account 100% ownership when the other (or first) owner dies. Something so easy has never created more TOD lawsuits about Florida bank accounts, both in federal and state court. If you think you are entitled to a TOD account, consider reading three things that will tell you (almost !) all you want to know about Florida TOD accounts. And, it will answer the question: What does TOD mean in Florida? Everything You Want to Know About TOD Bank Accounts in Florida To learn all about TOD accounts in Florida, consider reading three things. First read the Florida TOD Law which tells you about pay on death accounts and bank accounts when there are two or more names. You may also hear the term “totten trust” or “POD” or pay-on-death. That’s Florida Statutes 655.78- 655.825. Second, there are two good TOD opinions from Florida’s appeals courts which will tell you a lot. Consider reading Keul v. Hodges Blvd Presbyterian Church, a 2015 Florida appeals court […]

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