What Effect Does Divorce or Remarriage Have On Your Estate Plan Anytime there is a major life change, whether it is the birth of a child, marriage, or divorce, your estate plan should evolve as your life evolves. But do any of these events result in automatic changes to your…
Articles Posted in Personal Representative
All life’s journeys and stories eventually end, even iconic novels
The Hunt for Tom Clancy’s Estate Comes to an End Popular author Tom Clancy wrote many iconic novels, and the story of his estate battle sounds like it comes straight out of a book. The author, who died at the age of 66 of heart failure, left an estate valued…
Probate, Creditors and Technology – Are you Aware?
E-Filing in Probate Court – It’s Mandatory! As a Creditor to an estate, you must be wary of your time limits to file a statement of claim against an estate. Section 733.702(1), Florida Statutes (2012) states that creditors must file any statements of claim against a decedent’s estate within three…
Guardianship Law in Florida – What’s Current? Very Important Updates
The Shifting Landscape of Guardianship Law: Three Consecutive Years of Changes (Published in The Florida Bar Journal, September 2016) Members of The Florida Bar Real Property, Probate and Trust Law Section’s (RPPTL) Guardianship, Power of Attorney and Advance Directives Committee are keenly aware that there have been major changes to…
Trustee Acting Squirrely?
When a Trustee Goes Bad: Removal of a Trustee Trustees play a critical role in trust administration. Settlors, or creators of the trust, give trustees legal title and management authority over the settlor’s property for the benefit of the beneficiaries. An unruly trustee could improperly deplete the trust property and…
Does ingesting medical based pot make you incapable of creating a will or trust?
Possibility of the Effect of Marijuana on Estate Planning In the 2014 legislative session, the Florida Legislature passed the Compassionate Medical Cannabis Act of 2014, which authorizes certain physicians to prescribe low-THC cannabis for use by specified patients. Nearly two years later, due to legal challenges, Floridians still have not…
B.B. King, a music legend – Undue Influence and Capacity in real life
B.B. King Estate Fight: One Year Later and No End in Sight Legendary blues musician B.B. King passed away on May 14, 2015 due to congestive heart failure at the age of 89. In a will created in 2007, King named his longtime business manager, Laverne Toney, as the executor/personal…
Personal representative designation in Last Will and Testament – Convicted Felons
Florida Limitation on Convicted Felons Serving as Personal Representatives in Probate Administration When contemplating preparing a last will and testament, there are many options that have to be considered before drafting can begin. One important consideration is deciding who to nominate as the personal representative of your estate. A personal…
Qualifying as a Personal Representative in Florida
When thinking about creating a will, there are many considerations that have to be factored in before putting anything in writing. An important consideration is deciding who to appoint as the personal representative for the estate. A personal representative is an individual who is appointed to administer the decedent’s estate…
The Role of the Personal Representative in an Estate
Who will handle your matters after you have passed away? Here in Florida, a personal representative is in charge of handling the matters of your estate, regardless of whether you died with a will. If a person dies intestate (i.e., without a will, and therefore likely without a named personal…