Month: March 2023
Could your family benefit from a special needs trust?
When planning for the future, it is critical to consider what will happen with your estate and assets after your passing. If you are the parent of a special needs family member, or you have a loved one who is not able to care for himself or herself, you may need to...
Qualified Beneficiaries Are Entitled To Trust Accountings…Who Are They?
In Dunley v. Dunley, a beneficiary of a trust challenged an order that he was not entitled to a trust accounting. James and Alice were married and had 2 children, Edward and Samuel. James created a trust in 1984 (the "Trust") and he was the sole trustee. Alice...
Carefully Read the Florida Constitution Before Contesting Homestead Status!
In re Rolle, a bankruptcy judge decided that, even though the owner husband was not living at the homestead, the homestead was still protected from his creditors. In 2013 prior to their marriage, Rolle (the "Debtor") and Wife purchased a home (the "Homestead") in Lee...