Florida Trusts Legal Questions

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86 legal questions have been posted about trusts and estates by real users in Florida. Ask your question and dive into the knowledge of attorneys who handle your issue regularly. Similar topics to explore also include powers of attorney, charitable giving, and asset protection. All topics and other states can be accessed in the dropdowns below.
Florida Trusts Questions & Legal Answers - Page 3
Do you have any Florida Trusts questions page 3 and need some legal advice or guidance? Ask a Lawyer to get an answer or read through our 86 previously answered Florida Trusts questions.

Recent Legal Answers

private iras

Answered 12 years ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
You need to prove to the company that you are the beneficiary. Do you have a copy of the application naming you?
You need to prove to the company that you are the beneficiary. Do you have a copy of the application naming you?

I need an estate setup?

Answered 12 years and 2 months ago by Charles Hughes Sanford (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Here's a helpful link that explains the probate process in FL. http://www.floridabar.org/tfb/TFBConsum.nsf/0a92a6dc28e76ae58525700a005d0d53/92f75229484644c985256b2f006c5a7a?OpenDocument While a summary administration may be possible, I think you will need to file a formal administration since an insurance company will probably only deal with a person appointed as personal representative of the estate. Personal representatives are appointed in  formal administrations only. Note:  You will have to get an attorney if you want to file any petition for administration with the court.... Read More
Here's a helpful link that explains the probate process in... Read More

my mother just passed . Im in Tn.she was in Fla.do I need a laywer from Fla. or Tn.?

Answered 12 years and 4 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Sorry for your loss-you need a Florida probate attorney.  
Sorry for your loss-you need a Florida probate attorney.  

am I in the will?

Answered 12 years and 4 months ago by attorney William R. Pelger   |   1 Answer   |  Legal Topics: Trusts
Have an attorney review the documents if you cannot understand them, or there is a need for more documents not on the website.
Have an attorney review the documents if you cannot understand them, or there is a need for more documents not on the website.

How do I file for summary administrative probate in Florida if there is more that one heir?

Answered 12 years and 4 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Shop around-we charge $1500. If your funeral bill is more than $3500-you can do the probate without an attorney.
Shop around-we charge $1500. If your funeral bill is more than $3500-you can do the probate without an attorney.
The law required the custodian of a will to deposit it with the court within 10 days after receiving infomation that the testator is dead.  You should ask your stepmother to deposit the will with the court if she has it in her possession or tell you what she knows about it.  If there is no will or you cannot account for the loss or destruction of your father's will, you may wish to consult with an attorney to petition for administration of your father's estate.  If there is no will and no prenuptial agreement, the surviving spouse would get one-half of the estate plus certain rights in homestead real property and exempt personal property.  The other half goes to the children of the decedent.... Read More
The law required the custodian of a will to deposit it with the court within 10 days after receiving infomation that the testator is dead. ... Read More

Proctecting a childs account for their future from parent

Answered 12 years and 6 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Ask your divorce attorney to request a different custodian for the account.
Ask your divorce attorney to request a different custodian for the account.

Revocable Living Trusts in Florida

Answered 12 years and 8 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Yes-but most people make mistakes when they try to practice law on themselves. Tell her to be smart and have an experienced attorney assist her. Attorney Joe Pippen www.attypip.com
Yes-but most people make mistakes when they try to practice law on themselves. Tell her to be smart and have an experienced attorney assist... Read More

Will my father have to do a new will if he moves to another state?

Answered 12 years and 8 months ago by attorney William R. Pelger   |   1 Answer   |  Legal Topics: Trusts
usuallly not, but to be safe, you should find a lawyer in the new state that will charge a reasonable fee to reveiw it. I see Florida, and i know Florida and Louisianna have property laws that are different from other states.
usuallly not, but to be safe, you should find a lawyer in the new state that will charge a reasonable fee to reveiw it. I see Florida, and i know... Read More
I am very sorry for your situation. If you are married, you can't devise your homestead to your daughter. Your husband has right to your estate. You should meet with an estate planning attorney to discuss how to plan for your daughter. Astrid de Parry, P.A. (386) 736-1223 DeLand, FL
I am very sorry for your situation. If you are married, you can't devise your homestead to your daughter. Your husband has right to your estate. You... Read More

I have a terminal illness and was given 4 months to live. I am married but my husband and I don't get along and only live together for the house.

Answered 12 years and 11 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Very sorry to tell you that you you own the house jointly with right of survivorship-the house would be his upon your death and you cannot protect 1/2 interest for your daughter.
Very sorry to tell you that you you own the house jointly with right of survivorship-the house would be his upon your death and you cannot protect... Read More

i had a trust under my estate

Answered 13 years and 2 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
You have not provided enough information to give you an accurate answer. Who is the trustee? Who owns the trust? Who are the beneficiaries of the trust?
You have not provided enough information to give you an accurate answer. Who is the trustee? Who owns the trust? Who are the beneficiaries of the... Read More
You may have to file a lawsuit against the family member. The document signed by the parties will go a long way in proving your case. Feel free to call me to discuss.
You may have to file a lawsuit against the family member. The document signed by the parties will go a long way in proving your case. Feel free to... Read More

How do I place a pretrust property into a revocable trust

Answered 13 years and 3 months ago by attorney Astrid de Parry   |   1 Answer   |  Legal Topics: Trusts
This question is unclear. You should meet with an estate planning attorney in your area.
This question is unclear. You should meet with an estate planning attorney in your area.

I'm looking for court case records, to find out the outcome of a law suit.

Answered 13 years and 4 months ago by attorney Astrid de Parry   |   1 Answer   |  Legal Topics: Trusts
Have you tried contacting the attorney who represents your father's estate? He or she may be able to assist you.
Have you tried contacting the attorney who represents your father's estate? He or she may be able to assist you.

My daughter's 529 college account was emptied by her aunt who was in charge of the account fbo my daughter. Can we file charges against her?

Answered 13 years and 5 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Yes-the Aunt could be charged with theft. You should contact the state attorneys office.
Yes-the Aunt could be charged with theft. You should contact the state attorneys office.
A Will can only be changed during the testator's lifetime. Your husband should seek out an attorney who practices in the field of probate. He or she can assist him with determining his interest in the estate. Astrid de Parry, P.A. 107 E. Church St. DeLand, FL 32724
A Will can only be changed during the testator's lifetime. Your husband should seek out an attorney who practices in the field of probate. He or she... Read More
Assuming your mother was the Grantor, she had a life estate. When she passed away, the Remaindermen's interest in the property vested. If her ex-husband was the Grantor, he had a life estate. When he passed away, the Remaindermen's interest in the property vested. I suggest you have the deed reviewed by an attorney who practices in the field of estate planning or probate.... Read More
Assuming your mother was the Grantor, she had a life estate. When she passed away, the Remaindermen's interest in the property vested. If her... Read More

In Florida, does a trust expire or have to be renewed periodically?

Answered 13 years and 6 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
I send all my clients a letter every three years and suggest a review and update if necessary. Each client is different-but generally wills and trusts do not expire but can be changed or amended as necessary. You could have the attorney send a letter explaining the changes he/she are suggesting to be updated.... Read More
I send all my clients a letter every three years and suggest a review and update if necessary. Each client is different-but generally wills and... Read More

grantor and trustee of an irrevoc. trust are both dead. how do we dissolve trust and collect funds ?

Answered 13 years and 6 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Many options-the first step i would take would be to check the county records to see if the will was filed, I would be glad to do this for you at no charge. Attorney Joe Pippen 1-800-226-3529 joe@attypip.com
Many options-the first step i would take would be to check the county records to see if the will was filed, I would be glad to do this for you at no... Read More
If you believe your aunt and uncle have been financially exploited, you should contact the Elder Abuse Hotline at the Florida Abuse Hotline at 1-800-96-2873. Press 2 to report suspected abuse, neglect or exploitation of the elderly. Additionally, you should seek out an attorney who practices in the field of elder law. Astrid de Parry, P.A.... Read More
If you believe your aunt and uncle have been financially exploited, you should contact the Elder Abuse Hotline at the Florida Abuse Hotline at... Read More
You should seek out an elder law attorney in your area. If your step-father is incompetent, he or she can assist you with filing for guardianship. Guardianship would protect your step-father from your brother and sister-in-law. Astrid de Parry, P.A.
You should seek out an elder law attorney in your area. If your step-father is incompetent, he or she can assist you with filing for guardianship.... Read More

What information do I need to have with me when I visit a lawyer to prepare a revocable living trust?

Answered 13 years and 8 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
An Attorney will need a short summary of your assets and names of your trustees after you die. Also a list of the beneficiaries and the % they will receive. It is also good to have back-up's listed. You can call 1-800-226-3529 and request a full size poster sheet on trusts and estate planning. Attorney Joe Pippen joe@attypip.com... Read More
An Attorney will need a short summary of your assets and names of your trustees after you die. Also a list of the beneficiaries and the % they will... Read More
Yes. A Florida attorney can update your estate planning documents in accordance with Florida law.
Yes. A Florida attorney can update your estate planning documents in accordance with Florida law.

What to do with 3 claims from creditors in Florida Summary Administration proceeding?

Answered 13 years and 9 months ago by Joseph Pippen (Unclaimed Profile)   |   1 Answer   |  Legal Topics: Trusts
Can't do Summary with creditors. Need to switch to Formal. Homestead will not be subject to creditor claims. You will probably need a probate attorney to handle this.
Can't do Summary with creditors. Need to switch to Formal. Homestead will not be subject to creditor claims. You will probably need a probate... Read More