Estate Planning & Probate Attorney Serving Bradenton

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    Estate Planning & Probate Attorney

    Estate Planning & Probate Attorney Serving Bradenton

    Our Estate Planning and Probate attorneys representing Bradenton conclude that your assets should be protected against collectors, predators, separation, and even the poor decisions of your beneficiaries themselves. We feel that you, not the government, should determine how your assets are dispersed when you pass on. Your estate should not be gutted by burdensome death taxes, and your nest egg should not be exhausted so as to acquire long-term treatment. Our estate planning attorneys can help you safeguard your legacy and your loved ones.

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

    Administration in Bradenton

    The administration of an estate after a member of the family or someone dear to you ceases living might be tremendously stressful. 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 a lot more complex than just funeral preparation. You may be confronted with legal terms and requests for information that are unfamiliar to you, adding a little confusion to your heartache. An qualified administration attorney at Battaglia, Ross, Dicus and McQuaid, P.A., is here to help dissect and explain the process to ensure you can smoothly satisfy your responsibilities and distribute assets of the departed according to the laws of the state of Florida.

    Executor of a Will

    The executor of a will is the individual you name to carry out your wishes when you pass. Whenever you die with a legally-valid will, a judge will accredit 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 beneficiaries, and more.

    It’s essential to choose a trustworthy, organized individual you trust to be your executor. They’ll have an important role in ensuring 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 get dispersed according to the laws of the state of Florida, under a process called probate administration. In other words, probate is a procedure in which a court supervises the distribution of a departed person’s assets and the paying of their unpaid debts. However, this procedure could be rather convoluted. It can even be challenging to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Bradenton are here to help.

    Trust Administration

    Trust administration in Florida refers 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 responsibilities which become effective upon our death or incapacity of the trustmaker or grantor. The trustee has a legal responsibility to the trust beneficiaries that include proper administration of trust assets. The trustee can be liable for damages brought on by incorrect handling of trust assets or inappropriate trust administration.

    Litigation in Bradenton

    Litigation in Bradenton

    If you believe your rights have been disregarded as a beneficiary in a Will or Trust in Florida, then you should contact an Estate, Trust & Trustee Litigation attorney immediately. Doing so will provide you with the legal skills 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 vital 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 feel that your rights have been disobeyed, then you should consult with a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Bradenton

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

    Trust Accounting Disputes in Bradenton

    If a Trustee has neglected to provide you with accounting information or you suspect mismanagement, 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. Accomplishing this will allow you to file a lawsuit and fight for your inheritance.

    Bradenton Trustee Defense

    If you’re a Trustee experiencing allegations of mishandling, fraud, breaches of fiduciary duty, self-dealing or some other misconduct, then you may want to get in touch with a Trustee Defense attorney.

    Trustee Removal

    If a Trustee has disobeyed their fiduciary duties or functioned irresponsibly, then a Trustee removal attorney can file an action to remove the Trustee to safeguard your rights as a beneficiary.

    Will Contest

    If you feel that your inheritance rights have been mismanaged, you will require the experienced assistance of a Florida Will contest attorney. Doing so will allow you to file a petition that could change the method the estate is distributed.

    Bradenton Estate Planning

    If estate planning is something you would rather not think about, try just imagining the laws of the state of Florida dictating what occurs to your property, who administers your estate, even who becomes the legal guardian of your children. An organization with no direct relationship 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 possibility can manifest in ways you would never have imagined, leaving your final wishes unsatisfied 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 Bradenton 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 illustrate how you want your medical resolutions to be made when you become unable of arriving at these resolutions yourself.

    Asset Protection

    Asset Protection Planning is an lawful and legal process that involves reviewing 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 duties to an team member or group of team members.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust tailored to ensure financial support to one or more charities 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 constructed to minimize the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified time frame and then giving away 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 variety of trust that appoints somebody 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 financial 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 potential medical care that a individual ought to get when he/she is not in a position to make a choice.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) enables a trustor to separate certain trust assets in order to segregate income tax from estate tax treatment on them.

    Irrevocable Trust

    An Irrevocable Trust is an agreement between a settlor, trustee and specified named beneficiaries that can not be altered or repealed unless there is a mutual understanding between all impacted parties.

    Last Will and Testament

    A last will and testament is a legal document detailing your wishes concerning assets and dependents after your passing.

    Living Trusts

    A living trust is a legal document, or trust, created during an individual’s lifetime where a designated individual, 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 beneficiaries while avoiding taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.

    Pet Trust

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

    Power of Attorney

    A power of attorney can possibly be a helpful tool that allows you to be involved in monetary transactions. This tool is significant when you can not be present to sign documentations.

    Qualified Personal Residence Trust

    A Qualified Personal Residence Trust or QPRT is a unique kind of irreversible trust that has been designed to eradicate 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 techniques to transfer assets to your designated recipients during your lifetime and at passing.

    Our Estate Planning & Probate Attorneys Provide Service to Bradenton Residents

    For you to guarantee that your rights and the wishes of your loved ones are fully upheld, it is important to have the representation of a skilled lawyer. Our Estate Planning & Probate attorneys know just how much these difficulties matter for you and your family, and we have the legal knowledge you need to prepare and protect your legacy.

    Call us today at (727) 381-2300 or schedule a consultation online and speak 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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