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Yearly Archives: 2014

Probate Litigation Palm Beach: laying the foundation for deposition transcript (October 31, 2014 Florida evidence case)

Uncategorized Nov 18, 2014
post about Probate Litigation Palm Beach: laying the foundation for deposition transcript (October 31, 2014 Florida evidence case)

Probate litigation law firms have to understand not only the Florida Probate Rules and the Florida Probate Code, but also Civil Procedure and the Evidence Code in Florida.  A recent Florida criminal case speaks about laying the evidentiary foundation at trial to use a deposition transcript of awitness.   When can the deposition transcript of a witness be used and when is it anexception to Florida’s Hearsay Rule?   If you are involved in Palm Beach probate litigation, you may want to read this Florida Evidence case from Florida’s 1st District Court of Appealopinion handed down on October 31, 2014.   Probate litigation law firms West Palm Beach may want to use this case to understand how to lay a foundation to use the deposition transcript and get around the Hearsay Rule at your estate trial.

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What is a Credit Shelter Trust? — new trust video on family trusts funded with Estate Tax Free money

Uncategorized Nov 18, 2014
post about What is a Credit Shelter Trust? — new trust video on family trusts funded with Estate Tax Free money

What is a credit shelter trust? If you are the beneficiary of a family trust, like  a revocable trust Boca Raton which becomes ir-revocable upon death and administers or runs your inheritance.  There is a new, free, credit shelter trust video you can view online.  If you are a beneficiary of a trust Palm Beach, here is the link if you want to view the Florida trust video: https://www.youtube.com/watch?v=y80JuHvVlqk&feature=youtu.be Why do credit shelter trusts matter? Many estate planning lawyers, and definitely will and trust attorneys Palm Beach, all writerevocable trusts for their Palm Beach Gardens estate clients The revocable living trust has become the main way to leave inheritances and give away your wealth Revocable trusts are popular with estate lawyers who write trusts, can be writtenquickly, and are now widely understood & accepted In other words, revocable living trusts are not just for the super wealthy or celebrities anymore At the death of the creator of the revocable trust, also called a living trust by many probate lawyers Delray Beach, one’s “typical” revocable trust gets split into two sub trusts: 1 of the family trusts is often referred to as a Marital Trust and one is often referred to as the Credit Shelter Trust What is a credit shelter trust? Think of a credit shelter trust as a basket of estate tax free assets A credit shelter trust is typically funded with the largest amount of money you can leave at your death free of the US Estate Tax Now, […]

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10 Florida Probate Pointers

Uncategorized Nov 17, 2014
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What do I need to know about filing a will in Palm Beach County, Florida? Well, if you are wondering if a will MUST be filed after someone who lived in Boca Raton has passed away, the answer is yes.  And if you are asking yourself  What do I do if no one will file the will?  … you might want to read on.    Is someone required to give me a copy of the Palm Beach will?  Is someone who has the will but won’t file the Last Will required to file the will?    How do I get a copy of the Palm Beach will? Here are 10 Palm Beach Probate Q & A’s about filing a will in Palm Beach, Florida:

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Palm Beach Probate FAQ: How do I get a copy of the Florida will?

Uncategorized Nov 17, 2014
post about Palm Beach Probate FAQ: How do I get a copy of the Florida will?

How do I get a copy of the Florida will?  How do I learn about the Palm Beach Probate?  These are basic questions aboutestate administration which Probate Lawyers Boca Raton get asked all the time.  So, if you don’t have an estate lawyer Palm Beach Gardens to call, you might want to watch a free online Florida probate video on the issue of “How do I get a copy of the Florida will?” 

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5 Things Palm Beach Probate Beneficiaries Need to Know About Objecting to a Florida Will (will contests in Palm Beach)

Uncategorized Nov 14, 2014
post about 5 Things Palm Beach Probate Beneficiaries Need to Know About Objecting to a Florida Will (will contests in Palm Beach)

Will challenges Palm Beach seem to happen with increasing frequency.  A rich, even a wealthy, relative from Palm Beach Gardens, Florida passes away and you get something in the mail from a probate lawyer Jupiter, Florida.  After you read the will, you learn that you have been cut out of the estate.  But your wealthy aunt always promised you an inheritance and you note that her regularestate lawyer from Boca Raton was not involved in this last will.  You have questions and you are not getting answers.  Your friends tell you to hire a probate litigation law firm and file a will contest Palm Beach. 

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5 Things You Need to Know About a Florida Fraud Lawsuit

Uncategorized Nov 13, 2014
post about 5 Things You Need to Know About a Florida Fraud Lawsuit

In Palm Beach County, many trust beneficiaries or probate beneficiaries sue or want to sue for fraud.  For example, many trust beneficiaries Palm Beach who feel that their trustee of an irrevocable trust is hiding “stuff” want to sue the Palm Beach trustee for fraud.  But many trust litigation law firms from Boca Raton to Jupiter, Florida know that fraud is very fact specific.  So, before you start your fraud lawsuit Palm Beach, here are 6 tips about a fraud lawsuit in Florida.

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Florida Probate Rules Change for Guardianship Application (November 6, 2014)

Uncategorized Nov 13, 2014
post about Florida Probate Rules Change for Guardianship Application (November 6, 2014)

Florida guardianship trials and cases have increased: not only in numbers, but also in complexity, as family members engage probate lawyers Palm Beach to “fight” legal battles over controlling mom or dad, or their property.  As of November 6, 2014, there is a change to the Florida Probate Rules, for the application by a person who wishes to be a Florida guardian.  If you are involved in guardianship cases Florida, you will want to know about this.

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