Naming a trust as a beneficiary of life insurance policy can have a huge benefit for people with large estates that are not taxable. It is also a great…
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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…
The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan
…you, then you will be happy to know that living trusts can avoid probate. The probate process is usually more expensive and time consuming than having a living trust set…
The Benefits of Creating a TAP Trust for Protecting Retirement Assets
A TAP trust is an extremely versatile trust designed to hold a variety of assets. This type of trust helps the grantor avoid needless estate taxes without the…
Florida Trust Naming Conventions
5. How do you name a trust? Revocable Trusts A revocable trust usually includes the following information: (1) The specific name of the trust, (2) The date that the…
When to Decant A trust?
While irrevocable trusts were once thought to be untouchable this may no longer be true as the practice of “decanting” a trust becomes more commonly used. Decanting lets a…
Florida Special Needs Trust
A special needs trust is a great tool to support a loved one with special needs, because if someone leaves money directly to the person it may keep the…
Jurisdiction of Florida Trust Case
Florida Trust Code & the Florida Long Arm Statute There are many estate planning benefits for creating a revocable or irrevocable trust in Florida. Trusts can help our Jacksonville…
Trust Funding
Trust Funding Trust funding is one of the most important aspects of an estate plan or asset protection plan. Attorneys, and clients, hear so much about trust funding, but…
Changes available to Jacksonville Special Needs Trust Lawyers
Many Jacksonville Special Needs Trust Lawyers and estate planning lawyers are rejoicing at the fact that the law concerning special needs trusts is about to change for the better. …