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Florida Estate Planning Lawyer Blog

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Using Quicken to prepare a trust: The good, the bad, and ugly!

I recently receive a copy of Quicken Willmaker 2009. I have previously written about many articles about the unintended results that occur with Do It yourself and Free Estate Planning Documents created by individuals without the advice of counsel and the problems with online document preparation services like LegalZoom and…

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Free Florida Durable Power of Attorney and related problems – Quicken 2009 Florida Problems (part 1)

I recently receive a copy of Quicken Willmaker 2009. I have previously written about many articles about the unintended results that occur with Do It yourself and Free Estate Planning Documents created by individuals without the advice of councel and the problems with online document preparation services like LegalZoom and…

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NEW FDIC Rules for Inter Vivos Trust Accounts

On September 26, 2008, the FDIC issued interim final regulations entitled Deposit Insurance Regulations; Living Trust Accounts. The interim rules amend 12 CFR 330 were effective immediately. The New regulations make it much easier to determine coverage when the bank has less than $500,000 under the trust and trustee’s accounts:…

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Factors for Undue Influence in a Florida Will and Inter Vivos Transfers

In re Estate of Carpenter, 253 So. 2d 697 (Fla. 1971), the Florida Supreme Court stated to raise the presumption of undue influence, a plaintiff must show a confidential relationship between the donor and the donee and active procurement of the gift. Because courts have found that a confidential relationship…

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