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EPGD Law Blog

Category: Trusts & Estates
Woman Holding Mothers Hand
Trusts & Estates
Elizabeth Fernandez

What is a Revocable Trust in Florida?

A revocable trust is created to manage assets during the lifetime of the person who created it, a grantor, and to distribute any remaining assets upon the grantor’s death. The grantor may name a trustee, which is the person who will be responsible for managing the trust assets or appoint himself to do so.

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Holographic Wills
Trusts & Estates
Elizabeth Fernandez

Can I Handwrite my Will?

One of the conveniences of drafting a will is knowing that you can handwrite one yourself. With just one caveat, only about half the states recognize a handwritten as valid. A holographic will is a will that has been written by hand by the person that is establishing the will, known as a testator. A holographic will is different from a standard will because it is typically neither notarized nor signed by two witnesses and handwritten.

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Sr. Trust and Estate
Trusts & Estates
Elizabeth Fernandez

Florida’s Slayer Statute

One of the most bone-chilling and eerie probate laws in Florida is the “Slayer Statute”. Essentially, slayer statutes prevent murderers from inheriting from their victims. The majority of the states in the U.S. have enacted statutes preventing someone from inheriting from an individual whose death they have caused, but specific rules and provisions vary from state to state on how the Slayer statute is applied. 

For example, some states vary on whether an insanity defense is taken into account on the topic of inheritance and probate. Other distinctions include whether the “slayer” committed an intentional homicide and not a manslaughter, whether a criminal conviction is required for the Slayer statute to be applied in the probate context, and whether the heirs of the “Slayer” are also disinherited. 

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EPGD Law Trust and Estate
Trusts & Estates
Niuris Bezanilla

Do Non-Married Partners Have Inheritance Rights In Florida?

Long-term relationships and domestic partnerships are becoming more common in today’s society, which brings with it a host of legal issues, especially when it comes to estate planning and death. Unlike in a traditional marital relationship, when one of the partners becomes deceased, there are no marriage laws to protect the surviving partner when claiming the assets of their now deceased partner’s estate.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

Batalla del conservador de la princesa pop

Desde que se convirtió en un icono del pop adolescente a principios de la década del 2000, Britney Spears no ha sido ajena a la controversia y a los titulares de las revistas. Después de un colapso público en 2007, con la cabeza afeitada y atacando a los paparazzi, Britney comenzó una serie de estancias en centros de rehabilitación. Mientras Britney se centraba en su salud mental, su padre, Jamie Spears, fue nombrado por un tribunal para que examinara a Britney y sus finanzas, también conocido como tutela. Desde entonces, Britney ha mantenido un perfil bastante bajo. Sin embargo, recientes publicaciones en medios sociales y una serie de peticiones judiciales han vuelto a poner a Britney en los titulares. Específicamente, Britney ha solicitado a la corte que retire su tutela y los fans están llamando a “#freebritney” para que deje de estar bajo el control de su padre.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

Pop Princess Conservator Battle

From the time she became a teenage pop icon in the early 2000s, Britney Spears has been no stranger to controversy and magazine headlines. After a very public breakdown in 2007, complete with head shaving and attacking the paparazzi, Britney began a series of stints in rehab facilities. While Britney was focusing on her mental health, her father, Jamie Spears, was appointed by a court to look over Britney and her finances, also known as a conservatorship. Since then Britney has maintained a fairly low profile. However, recent social media posts and a series of court petitions have put Britney back in the headlines. Specifically, Britney has petitioned the court to remove her conservatorship and fans are calling to “#freebritney” from the control of her father.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

What is a Letter of Testamentary? Florida vs. New York

Upon a person’s passing, their estate is to be divided appropriately. When the late person has a valid will, the personal representative or executor of the estate will then come in to distribute the assets in accordance with the wishes stipulated in the will. Nevertheless, Florida courts specifically, will not allow the personal representative to distribute assets until he or she has been given a letter of testamentary by the court.

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EPGD Law Trusts and Estates
Estate Planning
Niuris Bezanilla

Why Everyone Should Have a Trust?

A trust is a legal agreement between the person who created the trust “settlor” and the trustee (the settlor as well), which is designed to hold assets for the beneficiary/ies of the trust. A trust can be a useful legal and financial mechanism to hold and distribute one’s assets after the death of the settlor, regardless of the amount of assets the settlor has. Below are a few of the reasons why trusts are a good idea for everyone.

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EPGD Law Contesting a Will
Trusts & Estates
Niuris Bezanilla

Grounds for Contesting a Will in Florida

At EPGD, we strive to communicate the importance of succession planning and are eager to spread knowledge on every aspect of having a valid will. More times than not, a will may potentially open itself up to an opportunity to be contested. This is known as a will contest, and Florida, among many other states, recognizes a number of grounds for contesting a will.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

What is a Surcharge Action in Florida?

A surcharge action in Florida is a legal action that may be brought against a personal representative when there are allegations that the personal representative has breached his fiduciary duty in order to impose personal liability on a personal representative.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

Beneficiary’s Rights in a Florida Trust

In the United States, the rights of trust beneficiaries are typically governed by state law. Florida has adopted the Uniform Trust Code (U.T.C.), which governs the administration of trusts in Florida as well as duties and rights of trustees and beneficiaries.

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EPGD Law Living Will
Trusts & Estates
Niuris Bezanilla

What is a Living Will?

A living will is a legally binding document that explains an individual’s personal choices about end-of-life medical care in cases where they become incapacitated and can no longer make decisions for themselves. For example, the living will would state whether an individual would want to be kept alive through life support or whether they would not like to receive any life support, including artificial nutrition and hydration.

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EPGD Law Life Insurance
Trusts & Estates
Niuris Bezanilla

Difference Between a Revocable and an Irrevocable Trust in Florida

A trust is an agreement between a settlor and a trustee, which directs the trustee to hold the settlor’s assets for the benefit of the settlor’s beneficiaries. In simple terms, an individual will establish a trust to hold their assets for their beneficiaries. The person establishing the trust, or the settlor, can create a trust agreement where he is both the settlor and the trustee and place all of his assets in the trust.

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EPGD Law Trusts and Estates
Trusts & Estates
Niuris Bezanilla

What is Tortious Interference with an Expected Inheritance in Florida?

Tortious Interference with an Expected Inheritance occurs when someone succeeds at manipulating the assets of the decedent. In such a case, those beneficiaries of the inheritance who suffer an injury as a result of the tortious interference can bring a suit against the person who has manipulated the assets. Such conduct could include transferring money between different accounts, converting bank accounts to cash or affecting the distribution of the assets in any other way.

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EPGD Law Estate Planning
Trusts & Estates
Niuris Bezanilla

How do I Donate my Organs as part of my Estate Plan?

When preparing your estate plan, not only can you provide directives as to the administration of your estate, but you can also give instructions as to what will happen to your body after you pass away. Providing such instructions yourself would save your family from conflict over what should be done with your body and how you would have wanted to be buried. 

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EPGD Law Adult Exploitation
Family Law
Niuris Bezanilla

Adult Protective Services in Florida

The Adult Protective Services in Florida are part of the Florida Department of Children and Families. You can report adult exploitation online at https://reportabuse.dcf.state.fl.us/ or by calling their hotline at 1-800-962-2873.

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EPGD Law Fiduciary Duty
Trusts & Estates
Niuris Bezanilla

What Are Fiduciary Duties and Responsibilities of a Trustee?

Naming a trustee to administer your trust is an important decision that should be afforded thoughtful consideration. One should consider the proposed individual’s qualifications, ability, professionalism, and ethics. Equally important is the decision to accept appointment as trustee of another’s trust.  Oftentimes, a trusteeship is accepted without prior knowledge of the duties and responsibilities involved. 

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EPGD Law Estate Planning
Estate Planning
Niuris Bezanilla

HBO®’s “Succession” The Importance of Succession Planning as Part of Your Estate Plan

While the show is fictional, the reality is that succession planning is an important aspect of estate planning that should be fully integrated into your plan, especially for business owners.  A solid estate plan not only provides for the disposition of your assets upon your passing but also plans for someone to take your place (a successor) when you are no longer able to perform your responsibilities due to incapacity or death. 

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