What happens when the trustee writes checks for a beneficiary's expenses - are they considered distributions from the trust?
Tania's answer
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Answered on April 30, 2020
Generally speaking, yes, those payments made for your benefit would count as a distribution from the trust for you, whether they were paid to you...
Can I write a Last Will and Testament in my email?
Tania's answer
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Answered on April 15, 2020
No, you can't put your Last Will in an email and have it count as a valid Last Will and Testament. Florida law requires that a Last Will be signed...
When a person makes a Will is it normal to have 2 original wills created?
Tania's answer
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Answered on August 22, 2019
No, a lawyer should not have their client execute two "original" wills. As Brian R. Dolan states, that would mean that only the second one would...
Archived
Can I use the lady bird deed for property my girlfriend of 21 years and I purchased together if I should die leaving 100% to her
Tania's answer
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Answered on September 20, 2018
Short answer is no. If you happen to have a valid waiver of homestead and elective share rights from your wife, then it is possible. Definitely...
Archived
What legal rights do I have remaining in a residency to a house my husband had owned with his mother but both are now deceased?
Tania's answer
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Answered on July 20, 2018
You say that your husband and his mother were the only owners of this property and that your husband died before his mother. You said that this...
Archived
Pre-need guardian -- durable power of attorney
Tania's answer
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Answered on May 08, 2018
Simply executing and even filing the preneed guardian declaration does not create a guardianship. It merely serves as a presumption that the...
Archived
Pre-need guardian
Tania's answer
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Answered on May 08, 2018
A pre-need guardian declaration can be changed by executing (and if necessary, filing) a new pre-need guardian declaration. You can similarly...
Archived
Do I need summary administration?
Tania's answer
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Answered on January 18, 2018
I'm sorry for your loss. I'd suggest that you find out if the payor of that check could stop payment on it and (if applicable) re-issue the...
Archived
Desire to draw up a 'Will' leaving my home to my live in girlfriend.
Tania's answer
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Answered on April 24, 2015
You asked: "Is there a contest proof will I can have drawn up that leaves my home and other belongings to her without my legal wife contesting...
Archived
Is there a way to avoid gift tax on real property transfer?
Tania's answer
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Answered on September 11, 2014
I believe that you are worried about the wrong thing. Please see an attorney to get proper advice on this.
First, federal gift and estate tax...