Category Archives: Trusts
When Can Creditors Pursue Claims Against Trust Assets?
Florida trusts are not just useful when it comes to estate planning. They can also provide valuable protection for your assets against creditor claims–not to mention family members who have difficulty with managing money. For example, a spendthrift trust is a useful tool that allows you to help a relative while ensuring your money… Read More »
How Florida Law Alters Your Estate Plan Following a Divorce
Many people create a Florida will or trust and then simply forget about it. But estate planning is rarely a one-shot deal. Over the course of your life many things may change, including the status of your existing family relationships, and that should prompt a review and, if warranted, a revision of your existing… Read More »
Does Signing a Prenup Affect My Rights Under My Spouse’s Will or Trust?
Florida estate planning typically involves executing a will or trust. But there are other legal documents that can affect your estate plan as well. If you are married–or about to get married–you and your partner may wish to have a prenuptial or postnuptial agreement in place. Although we usually associate such agreements with divorce,… Read More »
Challenging Tortious Interference in a Florida Will or Trust
Florida probate litigation frequently arises when one or more parties contest the validity of a decedent’s will or trust. Consider a situation where a decedent makes last minute changes to her will, substituting one beneficiary for another. The former beneficiary may have reason to suspect that the new beneficiary procured the new will through… Read More »
U.S. House Votes to Repeal Estate Tax
Tax reform has been a top priority for President Donald J. Trump and Republican leaders in Congress since the start of 2017. Recently, the House of Representatives passed a comprehensive tax bill that includes an eventual repeal of the federal estate tax. While this tax currently affects just a few hundred Florida estates annually,… Read More »