Special needs trusts (SNTs) have been a feature of informed estate planning in Florida for almost 20 years. During this period, attorneys have detected some flaws in the statutory and regulatory framework that govern SNTs. Recent changes in this legal structure by...
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Year: 2022
What is a financial POA?
The older we get, the more difficult it may be to take care of ourselves. Many physical and mental health conditions make it difficult to continue to make important financial and medical decisions. That is why estate planning experts often advise Miami residents to...
What happens at an adult guardianship hearing?
An adult guardianship can be a wise choice for adults who can no longer take care of themselves and/or manage their property. It allows a trusted person to make important decisions on the vulnerable adult’s behalf. There are many situations in life that could result...
What property goes through probate?
It is important to have a solid estate plan established, including a valid will that specifies how you want your property to be distributed after you die. However, the reality is that many Florida residents die without a will, which means their property must go...
Understanding adult guardianship and incapacity
Older adults sometimes develop physical and mental conditions that make it difficult for them to take care of themselves. When a person can no longer handle their own affairs, a guardianship may be the best course of action. What is a guardianship? When a person is no...
Navigating through probate and estate administration
For those new to estate planning or estate administration and probate, it may come as a surprise that most attorneys only do one, not both. There is even a further breakdown as some firms only focus on litigation and others on post-planning estate administrative...
What should I do if I think my loved one is a victim of undue influence?
Older adults are often encouraged to confirm that their estate plans are complete and up to date to make sure their loved ones adhere to their wishes when the time comes. Family members, friends, and caregivers are encouraged to help their loved ones through the...
You can give your POA superpowers in Florida
A power of attorney may not be a hot topic these days, but estate planning generally, certainly is. However, during uncertain times, estate planning always gets a few more headlines. In Florida, we have a few more estate planning tools at our disposal. Power of...
What would make a will in Florida invalid?
Losing a loved one can hit you in ways you never dreamed possible. In addition to losing the love and companionship, you may also be left in a financial lurch that you may not have expected. Sometimes it comes as a surprise to learn that you were left nothing in your...
Establishing guardianship for a minor
Guardianship is an important concept because it gives the designated guardian the legal ability to make decisions on behalf of a person who is in need of supervision. Guardians protect a ward who is either a minor or an adult who needs help because of an injury,...