In Florida, the following classes of people are not qualified to serve as a personal representative of an estate: (a) Has been convicted of a felony. (b) Is mentally or physically unable to perform the duties. (c) Is under the age of 18 years. If the person named as personal…
Florida Estate Planning Lawyer Blog
Durable Power Of Attorney, Living Will, Trusts: & Co-Agents
Often Estate Planning clients struggle with their spouse or self over who to pick as an agent to represent them in a Florida Durable Powers of Attorney ( Financial decisions), Florida Living will & Designation of Health Care Surrogate ( Health care decisions) and Revocable Trusts (Financial Management). Initially clients…
Florida Employment Agreements: Terms and Conditions
As a Jacksonville Florida non-compete Lawyer, I often am asked about some of the provisions that are contained in a Florida employment agreement. I found an article on the Texas Non-Compete Law Blog, entitled Texas Executive Employment Agreements: Checklist for Employees and thought that the information would be relevant to…
Florida Medicaid: How does your state compare
As a Florida medicaid Planning Lawyer, clients often ask about coverage, eligibility, and benefits in other states. I ran across an article entitled A Ranking of State Medicaid Programs on the Public Citizen website. Here is a link to the overall ranking of states by Score Florida Ranks 26th If…
What is Non-Solicitation & What is a Non-Solicitation Agreement?
Florida employment agreements and Florida non-compete agreements frequently contain non-solicitation clauses. These agreements or clauses prohibit an employee from soliciting the employer’s clients and/or employees while they are employees and for a period of time after there employment. The Texas Non-Compete Law Blog references a Massachusetts case that illustrates the…
Updating Addresses in Estate Planning Documents
As an Estate Planning Lawyer in Jacksonville Florida, I am often asked about issues dealing with addresses in Florida Wills, Florida Trusts, Florida Living Wills, Florida Durable Powers of Attorney, and other documents. Generally the address and phone number in these documents is to help locate or contract the person.…
Florida’s New Trust Code and Some Mandatory Provisions Relating to Administration That Can Effect Existing Trusts
As a Jacksonville Living Trust Lawyer, I have noticed many changes that effect the administration of Trusts, even those which were already in existence when on July 1, 2007 when the Florida’s New Trust Code became effective. If you are an estate planning attorney in another state and have clients…
Common Mistakes Your Estate Planning Attorney Can Help You Avoid( in Florida and other states)
The Princeton Business Journal had an interesting article on Common mistakes that your Estate Planning Lawyer can help you avoid Without a will, living will, durable powers of attorney for healthcare and property or Letters of Guardianship, the state will likely decide the distribution of your assets and the caring…
What are the most important considerations When Selecting an Estate Planning Attorney?
The Princeton Business Journal had an interesting article on how to choose an Estate Planning Lawyer. Princeton suggests Due diligence. When selecting a Florida Estate Planning Lawyer, you should check to make sure they spend a significant portion of their time and resources on Estate Planning. Otherwise, the end result…
What are the most important considerations When Selecting an Estate Planning Attorney?
The Princeton Business Journal had an interesting article on how to choose an Estate Planning Lawyer. Princeton suggests Due diligence. When selecting a Florida Estate Planning Lawyer, you should check to make sure they spend a significant portion of their time and resources on Estate Planning. Otherwise, the end result…