Our Estate Planning and Probate attorneys working with Apollo Beach strongly believe that your assets should be safeguarded against creditors, predators, separation, and even the poor decisions of your beneficiaries themselves. We believe that you, not the government, should figure out how your possessions are dispersed when you die. Your estate should not be disected by burdensome death taxes, and your life savings should not be exhausted for you to obtain lasting treatment. Our estate planning attorneys can help you protect your legacy and your loved ones.
We provide Administration, Litigation and Estate Planning services to Apollo Beach Families.
Administration in Apollo Beach
The administration of an estate after a member of the family or someone dear to you ceases living may be immensely difficult. At a time when you are more focused on grieving, you may quickly find that getting the affairs of a loved one in order are a lot more complex than just funeral preparation. You may be confronted with legal terms and requests for information that are unfamiliar to you, adding a little confusion to your distress. An qualified administration attorney at Battaglia, Ross, Dicus and McQuaid, P.A., is here to help dissect and explain the process to ensure you can smoothly fulfill your responsibilities and distribute possessions of the deceased in line with the laws of the state of Florida.
Executor of a Will
The executor of a will is the individual you name to carry out your desires after you pass on. Whenever you die with a legally-valid will, a judge will approve the executor you’ve named in it to act on it. This could include paying outstanding debts with the money left from your estate, distributing your money and property to your beneficiaries, and more.
It’s vital to select a reliable, organized individual you trust to be your executor. They’ll have an important role in making sure everything goes smoothly with your estate after your death.
Probate Administration
When a loved one passes away, their assets and liabilities don’t pass with them. These assets and liabilities will need to get dispersed according to the laws of the state of Florida, under a process called probate administration. Put simply, probate is a procedure wherein a court supervises the distribution of a deceased person’s assets and the paying of their debts. Unfortunately, this procedure may be rather convoluted. It can even be challenging to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Apollo Beach are here to help.
Trust Administration
Trust administration in Florida refers to the duties and procedures by which a successor trustee a living trust performs the terms of the trust document. A successor trustee of a living trust has a wide variety of capabilities and responsibilities which become effective consequent to our death or incapacity of the trustmaker or grantor. The trustee has a legal responsibility to the trust beneficiaries that include proper administration of trust assets. The trustee may be liable for damages caused by improper managing of trust assets or inappropriate trust administration.
Litigation in Apollo Beach
If you think your rights have been disregarded as a beneficiary in a Will or Trust in Florida, then you should contact an Estate, Trust & Trustee Litigation attorney immediately. Doing so will provide you with the legal know-how to file a petition that could protect your family’s assets, rights and future.
Alternatively, if you are facing accusations and claims as a Trustee, it is essential that you consult with a lawyer to help prove that your decisions were justified.
Beneficiary Rights
If you’re a beneficiary of a Florida estate or trust and feel that your rights have been breached, then you should consult with a Beneficiary Rights attorney as soon as possible.
Elder Abuse in Apollo Beach
If you suspect or know that someone in your life has been the victim of Elder Abuse, then you should get in touch with an Elder Abuse attorney to guard them and their finances as soon as possible.
Trust Accounting Disputes in Apollo Beach
If a Trustee has fallen short to provide you with accounting information or you suspect malpractice, then you should consult with a Trust Accounting Disputes attorney as soon as possible.
Trust Contest
If you suspect a trust has been inaccurately created or managed, you will need a Trust contest attorney to prove its invalidity. Doing so will allow you to file a lawsuit and fight for your legacy.
Apollo Beach Trustee Defense
If you’re a Trustee facing incriminations of mishandling, fraud, breaches of fiduciary obligation, self-dealing or some other mismanagement, then you may want to contact a Trustee Defense attorney.
Trustee Removal
If a Trustee has breached their fiduciary duties or performed irresponsibly, then a Trustee removal attorney can file an action to exterminate the Trustee to protect your rights as a beneficiary.
Will Contest
If you feel that your inheritance rights have been violated, you will require the expert assistance of a Florida Will contest attorney. Doing so will allow you to file a petition that could change the manner the estate is distributed.
Apollo Beach Estate Planning
If estate planning is something you would rather not think of, try envisioning the laws of the state of Florida controling what happens to your property, who administers your estate, even who becomes the legal guardian of your children. An entity with no direct affiliation to your family or everything you’ve worked for could become the ultimate decision maker without the proper execution of a Last Will and Testament. This very real possibility can manifest in ways you would never have planned, leaving your final desires unsatisfied and your family members possibly uncared for. Effective estate planning offers you the chance to prepare for these contingencies as well as the opportunity to cement your legacy. Our Apollo Beach Estate Planning & Probate Attorneys cover every aspect of Estate Planning, consisting of but not confined to:
Advance Directives
An Advance Directive is an oral or written statement. This statement will spell out how you want your medical decisions to be made when you become incapable of arriving at these decisions yourself.
Asset Protection
Asset Protection Planning is an clean and legal process that entails reviewing your financial holdings and reorganizing them to make sure that you can get legal exemptions.
Business Succession Planning
Business succession planning is a strategy for passing on leadership roles to an team member or group of employees.
Charitable Lead Trust
A charitable lead trust is an irrevocable trust devised to provide financial support to one or more charities for a amount of time, with the remaining assets inevitably going to family members or other beneficiaries.
Charitable Remainder Trust
A charitable remainder trust is a tax-exempt irrevocable trust devised to reduce the taxable income of individuals by first distributing income to the beneficiaries of the trust for a specified amount of time and then donating the remainder of the trust to the designated charity.
Dynasty Trusts
You might have heard that “dynasty trust” is a phrase used for denoting trusts that last for more than a generation. Essentially, this term is used for denoting trusts that are developed to stay for generations.
Generation-Skipping Trust
A generation-skipping trust is a type of trust that appoints somebody who is at least 37 1/2 years younger than the settlor as the beneficiary of the trust.
Grantor Retained Annuity Trust
A grantor retained annuity trust (GRAT) is a monetary instrument utilized in estate planning to minimize taxes on large financial gifts to family members.
Health Care Directives
Health care directives are written or oral instructions that give instructions regarding the future medical care that a individual ought to get when he/she is not in a position to make a decision.
Intentionally Defective Grantor Trust
An intentionally defective grantor (IDGT) permits a trustor to separate certain trust assets in order to segregate income tax from estate tax treatment on them.
Irrevocable Trust
An Irrevocable Trust is an agreement between a settlor, trustee and assigned beneficiaries that can not be modified or repealed unless there is a mutual agreement between all affected parties.
Last Will and Testament
A last will and testament is a legal document outlining your desires regarding assets and dependents after your death.
Living Trusts
A living trust is a legal record, or trust, produced during an individual’s lifetime where a designated individual, the trustee, is given responsibility for managing that individual’s assets for the benefit of the eventual beneficiary.
LLC Formation
An LLC can help you transfer assets down to your beneficiaries while preventing taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.
Pet Trust
A pet trust is a legally sanctioned arrangement providing for the care and maintenance of one or more companion animals in the occasion of a grantor’s handicap or passing.
Power of Attorney
A power of attorney can be a useful resource that permits you to be involved in monetary transactions. This tool is essential when you can not attend to sign documentations.
Qualified Personal Residence Trust
A Qualified Personal Residence Trust or QPRT is a special kind of irreversible trust that has been made to remove the value of your prime residence or a secondary property from your taxable estate.
Transfer Tax Planning
Transfer tax planning includes using various tax-favored strategies to transfer assets to your intended recipients during your lifetime and at demise.
Our Estate Planning & Probate Attorneys Serve Apollo Beach Residents
In order to guarantee that your rights and the wishes of your loved ones are fully upheld, it is important to have the representation of a skilled lawyer. Our Estate Planning & Probate attorneys know just how much these difficulties matter for you and your family, and we have the legal knowledge you need to prepare and protect your legacy.
Call us today at (727) 381-2300 or schedule a consultation online and chat with one of our top rated Estate Planning & Probate Attorneys.
