Citrus Park Estate Planning & Probate Attorney

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    Estate Planning & Probate Attorney

    Citrus Park Estate Planning & Probate Attorney

    Our Estate Planning and Probate attorneys working with Citrus Park strongly believe that your assets should be protected against bankers, predators, separation, and even the poor decisions of your heirs themselves. We believe that you, not the government, should decide on how your possessions are distributed when you pass away. Your estate should not be disected by burdensome death duty, and your life savings should not be depleted in order to obtain lasting treatment. Our estate planning attorneys can help you safeguard your legacy and your loved ones.

    We provide Administration, Litigation and Estate Planning services to Citrus Park Families.

    Administration in Citrus Park

    The administration of an estate after a family member or someone dear to you ceases living can be tremendously nerve-racking. At a time when you are more concentrated on mourning, you may quickly find that getting the affairs of a loved one in order are far more involved than just funeral preparation. You may be confronted with legal terms and requests for information that are unfamiliar to you, adding a piece of confusion to your suffering. An experienced 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 responsibilities and disperse possessions of the deceased as stated by the laws of the state of Florida.

    Executor of a Will

    The executor of a will is the person you name to execute your wishes when you pass. When you pass away with a legally-valid will, a court 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, dispersing your money and property to your heirs, and more.

    It’s essential to select a trustworthy, organized person 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 distributed according to the laws of the state of Florida, under a process called probate administration. Simply put, probate is a procedure by which a court overlooks the distribution of a deceased person’s assets and the paying of their financial obligations. However, this procedure might be rather complicated. It can even be challenging to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Citrus Park are here to help.

    Trust Administration

    Trust administration in Florida pertains to the duties and procedures by which a successor trustee a living trust performs the terms of the trust document. A successor trustee of a living trust has a vast array of powers and responsibilities which become successful consequent to our death or incapacity of the trustmaker or grantor. The trustee has a legal duty to the trust beneficiaries that include proper administration of trust assets. The trustee can be liable for damages caused by improper managing of trust assets or improper trust administration.

    Litigation in Citrus Park

    Litigation in Citrus Park

    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 so will provide you with the legal expertise 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 crucial that you contact 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 legal rights have been violated, then you should contact a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Citrus Park

    If you suspect or recognize that somebody in your life has been the injured party of Elder Abuse, then you should contact an Elder Abuse attorney to protect them and their finances as soon as possible.

    Trust Accounting Disputes in Citrus Park

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

    Trust Contest

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

    Citrus Park Trustee Defense

    If you’re a Trustee dealing with allegations of mishandling, fraudulence, breaches of fiduciary responsibility, self-dealing or any other misconduct, then you may wish 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 safeguard your rights as a beneficiary.

    Will Contest

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

    Citrus Park 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 occurs to your property, who administers your estate, even who becomes the legal guardian of your children. An entity with no direct connection 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 planned, leaving your final wishes unsatisfied and your family members possibly uncared for. Effective estate planning offers you the chance to prepare for these contingencies as well as the opportunity to cement your legacy. Our Citrus Park Estate Planning & Probate Attorneys cover every element of Estate Planning, consisting of but not confined to:

    Advance Directives

    An Advance Directive is an oral or written statement. This statement will spell out 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 clean and legal process that entails evaluating your financial holdings and restructuring them so that you can get legal exemptions.

    Business Succession Planning

    Business succession planning is a strategy for handing down administration roles to an team member or group of employees.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust prepared to ensure financial support to one or more charitable organizations for a time period, with the remaining assets inevitably going to family members or other beneficiaries.

    Charitable Remainder Trust

    A charitable remainder trust is a tax-exempt irrevocable trust devised to reduce the taxable earnings of individuals by first spreading income to the beneficiaries of the trust for a specified time period and then donating 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. Essentially, this term is used for denoting trusts that are developed to stay for generations.

    Generation-Skipping Trust

    A generation-skipping trust is a sort 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 monetary instrument utilized 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 person ought to get when he/she is not in a place to decide.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) allows a trustor to separate particular 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 assigned named beneficiaries that can not be changed or repealed unless there is a mutual agreement between all affected parties.

    Last Will and Testament

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

    Living Trusts

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

    LLC Formation

    An LLC can help you pass assets down to your heirs while staying clear of taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.

    Pet Trust

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

    Power of Attorney

    A power of attorney may possibly be a useful resource that permits you to be involved 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 unique kind of irreversible trust that has been designed to get rid of 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 intended beneficiaries during your lifetime and at passing.

    Our Estate Planning & Probate Attorneys Serve Citrus Park 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 understand how much these challenges 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 chat 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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    • Mr. Kapusta is a very professional, kind and intelligent lawyer in the field of estate planning. He listens carefully and then offers advice. He does complete and accurate work. And he can handle even the most complex of issues and bring clarity to the solution.
      I cannot think of anyone...
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    • Rob Kapusta has always been my go-to professional when I've needed legal work done right, done fast and complete. I highly recommend this attorney.

    • Feel like Mr. Kapusta has been a partner for the betterment of my life. I'll fail to say enough great things about this professional who has always had my back for three decades, Thanks!

    • Rachel is one of the few attorneys I have worked with who I actually look forward to seeing. Although I was dreading the estate planning process, Rachel made it painless and certainly less scary. At the end of the day, I feel a huge weight lifted from my shoulders knowing... read more

    • I was shopping for an attorney to draw up simple estate planning documents for my mother in St. Pete. I called Rachel's firm and she understood quickly we did not need anything ornate. Her team completed the documents in less than 24 hours and had circulated copies to my mom,... read more

    • Rachel handles all of our family's estate planning, including myself, my husband and my father. We have a family business that employs our 9-person blended family. Rachel helped us establish safeguards to ensure that the family business continues to thrive even after we have passed on. She understands people and... read more

    • Rachel listened to my estate planning goals and put me at ease with a process that I had been putting off for years. She made confusing concepts easy to understand with simple explanations. I left my first meeting with Rachel knowing that I was in good hands with someone who... read more

    • After my brother passed unexpectedly, I was overwhelmed with grief. I was the nominated successor trustee for my brother's trust, but I had no idea where to start, especially because I live in New York and could not travel to Florida due to the Covid pandemic. I knew from my... read more

    • We hired Rachel to draw up wills and trusts for me and my husband. Rachel is dynamic, extremely knowledgeable and a great listener. She really understood who we are and what our desires are. She made confusing and potentially stressful decisions extremely easy and guided us to make the most... read more

    • Rachel represented me as a beneficiary in a probate estate where the Personal Representative and her attorney were not providing me with any information; they had not even sent me a copy of my mother's Will. I felt completely stonewalled. Rachel educated me on the information and documentation I was... read more

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