Larry | April 24, 2009
A client recently came to me with an issue about repairs and improvements being made to a Florida condominium that he had just purchased. The Condominium was built in the 1960s and the entire property was now going through its 40-year inspection, as required by Broward County. As it turns out, the balconies for the [...]
Larry | April 15, 2009
I am often faced with estate plan clients who display signs of lacking capacity to execute estate documents, including Florida Wills, Trusts and Powers of Attorney. Through my experience, I have a compiled list of indicators that I look for when determining if a client lacks capacity or is being Unduly Influenced. Those indicators include: [...]
Larry | April 9, 2009
Clients who approach me to write their wills are often concerned with arranging their assets so as to maximize their protection against claims from their intended beneficiaries’ creditors. Luckily, Florida law favors such “asset protection planning.” A client may, for example, set aside money or property for his beneficiary in a “spendthrift trust.” A “trust” [...]
Larry | April 1, 2009
A self proved Florida will is a will that is executed by the testator in the presence of two witnesses and a notary public. The witnesses attest to the fact, in an affidavit attached to the will, that they witnessed the testator sign the will. Their signatures are notarized along with the testator. The benefit [...]
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