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Tampa Estate Planning & Probate Attorney

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    Estate Planning & Probate Attorney

    Tampa Estate Planning & Probate Attorney

    Our Estate Planning and Probate attorneys serving Tampa believe that your assets should be safeguarded against collectors, predators, separation, and even the poor decisions of your inheritors themselves. We believe that you, not the government, should decide on how your assets are distributed when you die. Your estate should not be disected by burdensome death duty, and your nest egg should not be depleted for you to get lasting treatment. Our estate planning attorneys can help you protect your legacy and your loved ones.

    We provide Administration, Litigation and Estate Planning services to Tampa Residence.

    Administration in Tampa

    The administration of an estate after a member of the family or someone dear to you passes on may be tremendously nerve-racking. At a time when you are more focused on mourning, you may quickly find that getting the affairs of a loved one in order are much more involved than just funeral preparation. You may be challenged with legal terms and requests for information that are unfamiliar to you, adding a little confusion to your heartache. An knowledgeable administration attorney at Battaglia, Ross, Dicus and McQuaid, P.A., is here to help dissect and explain the process to ensure you can smoothly fulfill your obligations and disperse assets of the departed according to the laws of the state of Florida.

    Executor of a Will

    The executor of a will is the person you name to carry out your desires after you pass on. When you pass away with a legally-valid will, a court will approve the executor you’ve named in it to act on it. This could include paying outstanding debts with the money left from your estate, distributing your money and property to your heirs, and more.

    It’s important to choose a reliable, organized person you trust to be your executor. They’ll have an important role in making sure everything goes smoothly with your estate after your death.

    Probate Administration

    When a loved one passes away, their assets and liabilities don’t pass with them. These assets and liabilities will need to be distributed according to the laws of the state of Florida, under a process called probate administration. In other words, probate is a procedure through which a court oversees the distribution of a departed person’s assets and the paying of their personal debts. Unfortunately, this procedure could be rather complicated. It can even be difficult to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Tampa are here to help.

    Trust Administration

    Trust administration in Florida pertains to the duties and procedures by which a successor trustee a living trust accomplishes the terms of the trust document. A successor trustee of a living trust has a wide variety of capabilities and obligations which become effective upon our death or incapacity of the trustmaker or grantor. The trustee has a lawful duty to the trust beneficiaries that include proper administration of trust assets. The trustee can be liable for damages as a resulted of faulty managing of trust assets or inappropriate trust administration.

    Litigation in Tampa

    Litigation in Tampa

    If you suspect your legal rights have been disregarded as a beneficiary in a Will or Trust in Florida, then you should contact an Estate, Trust & Trustee Litigation attorney as soon as possible. Doing this will provide you with the legal know-how to file a petition that could protect your family’s assets, rights and future.

    Alternatively, if you are facing allegations and claims as a Trustee, it is critical that you speak to a lawyer to help prove that your decisions were justified.

    Beneficiary Rights

    If you’re a beneficiary of a Florida estate or trust and think your legal rights have been violated, then you should reach out to a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Tampa

    If you speculate or know that someone in your life has been the target of Elder Abuse, then you should speak with an Elder Abuse attorney to guard them and their finances as soon as possible.

    Trust Accounting Disputes in Tampa

    If a Trustee has neglected to provide you with accounting information or you presume malpractice, then you should speak to a Trust Accounting Disputes attorney as soon as possible.

    Trust Contest

    If you suspect a trust has been poorly created or managed, you will need a Trust contest attorney to prove its invalidity. Doing this will allow you to file a lawsuit and fight for your legacy.

    Tampa Trustee Defense

    If you’re a Trustee facing accusations of mishandling, fraudulence, breaches of fiduciary obligation, self-dealing or some other misconduct, then you may want to speak to a Trustee Defense attorney.

    Trustee Removal

    If a Trustee has violated their fiduciary duties or performed irresponsibly, then a Trustee removal attorney can file an action to exterminate the Trustee to protect your rights as a beneficiary.

    Will Contest

    If you believe your inheritance rights have been violated, you will require the professional assistance of a Florida Will contest attorney. Doing so will allow you to file a petition that might change the method the estate is distributed.

    Tampa Estate Planning

    If estate planning is something you would rather not deal with, try thinking of the laws of the state of Florida dictating what comes about to your property, who administers your estate, even who becomes the legal guardian of your children. An organization with no direct affiliation to your family or everything you’ve worked for could become the ultimate decision maker without the proper execution of a Last Will and Testament. This very real prospect can manifest in ways you would never have imagined, leaving your final desires unfulfilled and your family members possibly uncared for. Effective estate planning provides you the chance to prepare for these contingencies as well as the opportunity to cement your legacy. Our Tampa Estate Planning & Probate Attorneys cover every element of Estate Planning, including but not confined to:

    Advance Directives

    An Advance Directive is an oral or written statement. This statement will explain how you want your medical resolutions to be made when you become incapable of arriving at these resolutions yourself.

    Asset Protection

    Asset Protection Planning is an lawful and legal process that entails evaluating your financial holdings and reorganizing them to make sure that you can get legal exemptions.

    Business Succession Planning

    Business succession planning is a strategy for handing down leadership roles to an employee or group of employees.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust tailored to provide financial support to one or more charitable organizations for a time frame, with the remaining assets ultimately going to family members or other beneficiaries.

    Charitable Remainder Trust

    A charitable remainder trust is a tax-exempt irrevocable trust devised to minimize the taxable income of people by first spreading income to the beneficiaries of the trust for a specified time frame and then awarding the remainder of the trust to the designated charity.

    Dynasty Trusts

    You might have heard that “dynasty trust” is a phrase used for denoting trusts that last for more than a generation. Genuinely, this term is used for denoting trusts that are developed to stay for generations.

    Generation-Skipping Trust

    A generation-skipping trust is a type of trust that appoints any person who is at least 37 1/2 years younger than the settlor as the beneficiary of the trust.

    Grantor Retained Annuity Trust

    A grantor retained annuity trust (GRAT) is a monetary instrument used in estate planning to reduce taxes on large financial gifts to family members.

    Health Care Directives

    Health care directives are written or oral guidelines that give instructions regarding the future medical care that a person should get when he/she is not in a position to make a decision.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) permits a trustor to disconnect certain trust assets so as to segregate income tax from estate tax treatment on them.

    Irrevocable Trust

    An Irrevocable Trust is an agreement between a settlor, trustee and specified beneficiaries that can not be altered or negated except if there is a mutual agreement between all affected parties.

    Last Will and Testament

    A last will and testament is a lawful document detailing your desires regarding assets and dependents after your death.

    Living Trusts

    A living trust is a lawful record, or trust, produced during an individual’s lifetime where a designated person, the trustee, is given responsibility for managing that individual’s assets for the benefit of the eventual beneficiary.

    LLC Formation

    An LLC can help you transfer assets down to your heirs while preventing taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.

    Pet Trust

    A pet trust is a legally sanctioned setup providing for the care and maintenance of one or more companion animals in the event of a grantor’s impairment or demise.

    Power of Attorney

    A power of attorney can possibly be a helpful tool that permits you to be included in monetary transactions. This tool is significant when you can not exist to sign legal documents.

    Qualified Personal Residence Trust

    A Qualified Personal Residence Trust or QPRT is a special kind of irreversible trust that has been manufactured to eliminate the value of your prime residence or a secondary property from your taxable estate.

    Transfer Tax Planning

    Transfer tax planning includes using various tax-favored strategies to move assets to your designated recipients during your lifetime and at death.

    Our Estate Planning & Probate Attorneys Provide Service to Tampa Residents

    In order to ensure that your legal rights and the wishes of your loved ones are fully upheld, it is important to have the representation of a skilled attorney. Our Estate Planning & Probate attorneys recognize just how much these issues matter for you and your family, and we have the legal experience you need to prepare and protect your legacy.

    Call us today at (727) 381-2300 or schedule a consultation online and talk with one of our top rated Estate Planning & Probate Attorneys.

    How Can We Help?

    Our experienced Estate Planning & Probate Attorneys are available to answer any questions you might have. 

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