Trustees

Your Client Has Been Named Trustee; Does He Really Need An Estate Attorney?

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Perhaps it was a total coincidence that our services were terminated a day after our client met with his financial advisor; it is difficult for me to believe that a client would have been given advice from another professional that is likely to save him a few hundred dollars now, but cost him thousands later. A financial advisor’s practice is built upon their ability to guide their clients in making the most of their wealth. My practice is built upon ...

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Advance Directives and Your Legal Authority For Missing Family Members – What Do You Do?

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Acting as a Successor Trustee – Advance Directives and How They Affect You  

The news is full of speculation as to the whereabouts of Malaysia Airlines Flight 370.  The March 8, 2014 flight from Kuala Lumpur to Beijing disappeared.  No trace of the plane – or its 239 passengers and crew – has been found yet.

If your Aunt Miniver were on MH370, what documents would give you the legal authority to transact her affairs while she is missing?  Additionally, if she was ...

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Top 10 Blunders in Probate & Trust Administration

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Probate and trust administration isn’t for wimps. It also isn’t for people who aren’t ready to shoulder the burdens associated with being named as a fiduciary. A fiduciary is the person who gets the laborious task of holding assets in trust for a beneficiary. In Florida, trustees of trusts and personal representatives of estates are classified as fiduciaries.

While taking on such a role may be a labor of love for those who are named by their deceased loved ones, mistakes ...

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