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Florida Estate Planning Lawyer Blog

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Jacksonville Guardianship: How to Transfer a Guardianship to Florida from another state

Transferring a guardianship from another state to Florida can be more complicated than a transfer between another two states. American families are increasingly becoming more mobile, and different states have varying rules regarding the guardianship process. Before a move can occur, a guardian will need to consider if the state…

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Estate Plans for a Single Person

Estate planning often focuses on married couples, but estate planning for a single person is equally as important. A single person often owns assets in their name individually, which means these assets must go through the probate process when the person dies. The big question then becomes whom do these…

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How to modify an irrevocable trust in Florida

In Florida, courts are now permitted to judicially modify an irrevocable trust even when a trust is unambiguous. Historically, courts held the belief that the intent of the settlor, the person who creates a trust, should only be determined from the actual language of the trust document. This belief led…

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Jury rules against Wells Fargo and awards beneficiary $77 million

In St. Louis County, a jury awarded Barbara Morriss $77 million for mismanaging her family’s trust. The court agreed the bank breached its fiduciary duty, the duty to act in the beneficiary’s best interest, by failing to fully disclose significant financial transactions that allowed the trusts to lose millions of…

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