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Trust Beneficiary Sues Trustee and Beneficiaries to Change Trust–recent Summer, 2014 case

Uncategorized Aug 28, 2014
post about Trust Beneficiary Sues Trustee and Beneficiaries to Change Trust–recent Summer, 2014 case

See, Florida trust attorneys are not the only ones who are asked by trust beneficiaries to try to change the family trust.  A recent, June 17, 2014 opinion on an undue influence case from Connecticut shows that other regions of the US , and other families and heirs, are involved in Probate Litigation and inheritance fights.  As you might read, if you don’t have good facts or good trust law, the road to a trust inheritance can be a steep climb.

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Un-Equal Inheritances: Communication or Probate Litigation?

Uncategorized Aug 27, 2014
post about Un-Equal Inheritances: Communication or Probate Litigation?

Are un-equal inheritances fair? Does it matter?  If you are inheriting from a Florida probate or estate, you may want want to read a recent commentary on un equal inheritances by New York probate lawyer Henry Koslowski.  Henry Klosowski is partner and chair of the trusts and estates practice group at Moritt Hock & Hamroff, a law firm with offices in Garden City, N.Y. and Manhattan. His commentary is excellent and a must-read for heirs, family members and even trust and estate attorneys.

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What Florida’s Wealthy Can Learn from the Estate Plans of the Rich & Famous

Uncategorized Aug 21, 2014
post about What Florida’s Wealthy Can Learn from the Estate Plans of the Rich & Famous

I bet you dollars to donuts that you don’t remember what your Florida will  says.  Although you may not recall exactly what your estate plan does, or says, there are some important estate planning points to remember and some mistakes to avoid.  Wondering what the rich and famous estate plans look like or what mistakes you can learn from? A recent Forbes article gives you insight:

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Florida Estate Beneficiaries Getting Angry: what you can learn from Bugs Bunny

Uncategorized Jul 29, 2014
post about Florida Estate Beneficiaries Getting Angry: what you can learn from Bugs Bunny

If you are inheriting from a Palm Beach probate or a Florida estate, here’s a word of advice from a Florida probate lawyer: don’t be disgruntled. Why Do Estate Beneficiaries Get Angry? As family members from Stuart, Florida to Palm Beach Gardens to Ft. Lauderdale “deal” with inheriting from a Palm Beach probate, some are not happy Some are downright rude and angry Why? Estate Beneficiaries May Not Understand Florida Probate Well, sometimes heirs and family members who inherit just don’t understand the  Florida probate process There are duties, procedures and timeframes under the Florida Probate Code Things don’t have to drag on and on, but some things do take time, especially if the estate is filing a federal estate tax return Form 709, which means it’s going to take time before it is “blessed by the IRS“ Translation:  the estate is not going to be closed before then, and you won’t get your full inheritance before then, although you may get a partial distribution or advance on  your inheritance Best Advice for Estate Beneficiaries If you don’t trust the Florida executor or personal representative, or his or her Palm Beach probate lawyer, then hire your own Hire a probate lawyer who limits his or her practice to Florida estate administration Ask all  your questions of YOUR probate lawyer.  Get the straight answers you need.  Get objective advice and straight talk. Don’t turn into the Yosemite Sam character in Hare to Heir: the Warner Brothers Bugs Bunny animated film Google […]

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