What Is the Difference Between a Revocable Trust and an Irrevocable Trust?

Thu Feb 14, 2019 | Trusts |

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 […]

Read More

What Kinds of Behaviors Are Considered “Undue Influence”?

Mon Dec 31, 2018 | Will Challenges |

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 […]

Read More

How to Remove a Trustee

Mon Dec 17, 2018 | Trust Challenges |

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 […]

Read More