Articles Posted in Probate Wills Trusts Estates

Formal notice of a Florida probate proceeding must be served by a means of delivery requiring proof of delivery. Formal notices are sent along with copies of various probate documents in order to legally bind the person being served. The formal notice in a probate proceeding is similar to a summons in a civil proceeding.…

Legal Ways To Preserve Wealth In Florida The word is out on Tampa Bay: sunny skies, white sandy beaches, water all around, and the world’s best airport; the arts, culture and music; state-wide cell phone coverage; high speed cable modem Internet access. What a great place for the High Tech to live! What is not…

People often create revocable living trusts in Florida to avoid probate. And some of those people actually transfer assets into the trust to fund it. And it’s true that the trust’s assets are not assets of the probate estate when the person dies. But probate is still required for another reason: clearing possible claims of…

Putting your name on the title to a car, truck or other motor vehicle in Florida makes you personally liable for the negligence of the driver. The dangerous instrumentality doctrine extends liability of the driver to become personal liability of every owner of the vehicle. This should give pause to parents before putting their names…

A question that Florida probate lawyers sometimes hear is, “Can a will be contested before the person dies?” This is usually accompanied by facts suggesting that a mother, father or other family member is the subject of undue influence or has been diagnosed with a medical condition that results in mental incapacity. The answer to…

Florida Probate Basics Jim Martin is a Florida probate lawyer who drafts wills and trusts for Florida residents and who also advises beneficiaries, personal representatives, and trustees in probate and trust proceedings throughout Florida after a Florida resident dies. He usually charges for his services based on an hourly rate payable from the assets of…

The mortgage follows the note. So, if the note becomes unenforceable, does the mortgage become unenforceable? The Florida Probate Code provides a 2-year statute of limitations on creditor claims, in addition to the 3-month statute of limitations on claims by reasonably ascertainable creditors. If a lender fails to file a claim within 2 years after…

When someone dies in Florida, many families are anxious to pay the creditors. Most people want to pay their debts so it’s a natural thing to want to pay the decedent’s debts as soon as someone is appointed as personal representative to sign on the decedent’s bank accounts. But there’s a hidden problem that Florida…

Florida no longer recognizes springing powers of attorney, unless they were signed before 10/1/11. That’s the effective date of the amendment to Florida Statutes Chapter 709, which says a power of attorney is exercisable when executed. The former law allowed powers of attorney to be effective upon the principal’s lack of capacity. The idea behind…

When a Florida resident dies, the Florida Constitution protects the surviving spouse and minor children from becoming homeless by prohibiting the decedent from leaving the homestead to anyone else. It says “[t]he homestead shall not be subject to devise if the owner is survived by spouse or minor child.” That seems pretty clear. But, apparently,…