You’ve likely seen something like this in a movie: At the reading of the will of a recently deceased family patriarch, the executor dramatically reveals that one or more heirs have unexpectedly been disinherited as a form of revenge for a long-ago transgression. But does this actually happen in real […]
Is it Really Possible to Disinherit Someone?
Fri Mar 29, 2019 | Will Challenges | Share
What Is the Difference Between a Revocable Trust and an Irrevocable Trust?
Thu Feb 14, 2019 | Trusts | Share
Of all estate planning instruments, trusts are perhaps the most versatile due to the variety of goals that you can accomplish with them. For example, you can use a single trust for your own support during your lifetime and to pass assets to your heirs outside of the probate system […]
What Kinds of Behaviors Are Considered “Undue Influence”?
Mon Dec 31, 2018 | Will Challenges | Share
In order for a will to be valid in the state of Florida, it must meet several requirements, including that the testator (the person making the will) has the requisite mental capacity to execute a will. Concerns about the testator’s capacity, such as the testator suffering from dementia or a […]
How to Remove a Trustee
Mon Dec 17, 2018 | Trust Challenges | Share
A trust is administered by a trustee — a person selected by the settlor (the person who creates the trust) to administer the trust’s assets for the benefit of the trust’s beneficiaries. Because the settlor specially selected the named trustee to fulfill that role, the text of the trust instrument […]