It is our mission to bring highly professional, experienced and friendly legal services to our clients. We strive to provide our clients and their families with the security and peace of mind that comes from knowing that their legal needs are being attended to by our experienced legal team. Probate is the court-supervised transfer of assets to a decedent's heirs and beneficiaries after payment of creditors.
Typically, trust administration is private administration, similar to probate, of someone's estate in the case of Revocable Living Trusts. There are other trusts too, that entail administration and we are well versed to assist you in these matters. If you have been nominated as Personal Representative of someone's estate or as Trustee of a Trust, you should contact us immediately.
You are entitled to be compensated for your duties performed as Personal Representative and as Trustee, but you are also cloaked with fiduciary duties to the beneficiaries of the decedent to preserve and protect the decedent's assets.
Typically, trust administration is private administration, similar to probate, of someone's estate in the case of Revocable Living Trusts. There are other trusts too, that entail administration and we are well versed to assist you in these matters. If you have been nominated as Personal Representative of someone's estate or as Trustee of a Trust, you should contact us immediately.
You are entitled to be compensated for your duties performed as Personal Representative and as Trustee, but you are also cloaked with fiduciary duties to the beneficiaries of the decedent to preserve and protect the decedent's assets.
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We will not sell or share your information.
We know the challenges you face each and every day in your practice.
Together, we can create the firm you want through solutions we will build and implement together.
Reaching your business goals for your law practice is not a dream.
It is a reality.
One you can create.
Real success and growth will not happen until you can focus on practicing law and growing your practice in your local community.
View articles and information about different areas of elder law and estate planning, including law updates, answers to commonly asked questions, and relevant news.
More more information about any of the topics listed, always feel free to contact us.
Did you know that Estate Planning Awareness Week is recognized in October?
No matter your age or how much money you have, estate planning can be an important part of your financial health.
Estate planning is critical for Florida residents who want to ensure their.
More more information about any of the topics listed, always feel free to contact us.
Did you know that Estate Planning Awareness Week is recognized in October?
No matter your age or how much money you have, estate planning can be an important part of your financial health.
Estate planning is critical for Florida residents who want to ensure their.
Elder law can be defined as a holistic approach to assisting the elderly with their legal needs.
Traditional estate planning focuses more on post-mortem planning and disposition of assets.
While elder law attorneys are skilled in these areas, the natural extension of this practice is to assist the elderly with their pre-mortem, or lifetime needs.
Areas of elder law practice include health and personal care planning, such as advance directives, fiduciary representation, capacity issues, guardianship, powers of attorney, financial planning, public benefits advice, resident rights in long term care facilities, and probate and trust administration.
Traditional estate planning focuses more on post-mortem planning and disposition of assets.
While elder law attorneys are skilled in these areas, the natural extension of this practice is to assist the elderly with their pre-mortem, or lifetime needs.
Areas of elder law practice include health and personal care planning, such as advance directives, fiduciary representation, capacity issues, guardianship, powers of attorney, financial planning, public benefits advice, resident rights in long term care facilities, and probate and trust administration.
Estate planning is a generic term which describes the legal process of formulating and implementing a plan to manage your assets upon your death or incapacity.
The first step in formulating a plan is for an individual to disclose to their estate planning attorney the extent and nature of their assets, which includes all checking and saving accounts, IRA's, 401(k)'s or other retirement plans, life insurance policies, interests in all businesses, all real property, all valuable personal property and to disclose information about your intended beneficiaries and whether there are any special circumstances pertaining to those persons.
The first step in formulating a plan is for an individual to disclose to their estate planning attorney the extent and nature of their assets, which includes all checking and saving accounts, IRA's, 401(k)'s or other retirement plans, life insurance policies, interests in all businesses, all real property, all valuable personal property and to disclose information about your intended beneficiaries and whether there are any special circumstances pertaining to those persons.
Medicaid is a federal program which is administered by each of the States.
Therefore, there are differing laws and regulations pertaining to qualifying for each program in each state.
In Florida, eligibility for Medicaid coverage is determined by the asset and income levels of both the "well-spouse (i.e., non-sick)" and the applicant spouse.
If either the Medicaid applicant or the applicant's spouse has income or asset levels that disqualify them from receiving Medicaid benefits, then there are a multitude of planning strategies that can be done to qualify you for Medicaid benefits without spending down your assets or spending all of your savings on the nursing home.
Therefore, there are differing laws and regulations pertaining to qualifying for each program in each state.
In Florida, eligibility for Medicaid coverage is determined by the asset and income levels of both the "well-spouse (i.e., non-sick)" and the applicant spouse.
If either the Medicaid applicant or the applicant's spouse has income or asset levels that disqualify them from receiving Medicaid benefits, then there are a multitude of planning strategies that can be done to qualify you for Medicaid benefits without spending down your assets or spending all of your savings on the nursing home.
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