Every year we witness scandalous news reports of a celebrity or noteworthy individual’s death which, despite their considerable wealth and access to legal counsel, spawns lengthy and costly legal processes due to their lack of proper estate planning and properly executed advanced directives.
In every case, surviving family members and friends could have been spared significant time, expense, and negative publicity, if the individual had taken the time to consult with attorneys experienced with estate planning, probate and guardianship matters.
These legal battles occur not only with celebrities and large estates of the rich and famous, but with everyday people, every day in courts around the world. By preparing for eventualities and establishing legal documents for issues including Guardianship, Probate and Trusts before they are needed, you will spare your survivors these painful and costly complications.
Our attorneys can help you prepare these legal documents and, when you find yourself in a legal battle over these issues, we are here to help navigate the complexities of legal and court processes.
Estate Planning
Power of Attorney
Living Will
Health Care Surrogate
Preneed Guardian
Last Will and Testaments
Trusts
Probate Administration
Intestate Estates
Testate Estates
Formal Probate Administration
Summary Probate Administration
Disposition of Personal Property without Administration
Ancillary Probate Administration
Elective Share
Notifying Creditors
Income Tax Returns (Form 1040, Form 1041, and Form 706)
Homestead Property
Probate Litigation
Probate of a Lost, Destroyed, or Later Discovered Will
Will Contests
- Execution Formalities
- Lack of Testamentary Capacity
- Undue Influence
- Fraud
- Duress
- Tortious Interference with an Expectancy
Creditor’s Claims
Breach of Fiduciary Duty
Removal of Personal Representative
Surcharge Action of Personal Representative
Guardianship Administration
Guardianship of Minors
Determination of Incapacity
Emergency Temporary Guardianship
Plenary and Limited Guardianship
- Duties and Powers of Guardian (See Florida Statute 744.361)
- Verified Inventory/Annual Accountings
- Initial and Annual Guardianship Plans
Restoration of Capacity
Termination of Guardianship
Guardianship Litigation
Breach of Fiduciary Duty
Removal of a Guardian
Surcharge Action of Guardian
Trust Administration
Requirements for Creation
Duties and Powers of Trustees
Trust Accountings
Federal Estate Tax Returns – Form 706
Trust Litigation
Trust Modification & Trust Revocation & Trust Termination
- Fraud
- Duress
- Mistake
- Undue Influence
Jurisdiction over Trustee and Beneficiary
Creditor’s Claims
Breach of Fiduciary Duty
Removal of Trustee
Surcharge Action of Trustee