Estate Planning & Probate Attorney Serving New Port Richey

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    Estate Planning & Probate Attorney

    Estate Planning & Probate Attorney Serving New Port Richey

    Our Estate Planning and Probate attorneys working with New Port Richey believe that your assets should be protected against collectors, predators, separation, and even the poor decisions of your inheritors themselves. We think that you, not the government, should determine how your assets are distributed when you decease. Your estate should not be gutted by onerous death duty, and your life savings should not be exhausted so as to acquire lasting healthcare. Our estate planning attorneys can help you protect your legacy and your loved ones.

    We provide Administration, Litigation and Estate Planning services to New Port Richey Residence.

    Administration in New Port Richey

    The administration of an estate after a family member or someone dear to you ceases living 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 far more complex than just memorial service planning. You may be challenged with legal terms and requests for information that are unfamiliar to you, adding a bit of confusion to your distress. 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 satisfy your obligations and disperse assets of the departed in line with 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 desires after you pass. When 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 heirs, and more.

    It’s vital to select a trustworthy, organized individual 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 on, 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. Simply put, probate is a procedure through which a court overlooks the distribution of a departed person’s assets and the paying of their personal debts. Unfortunately, this procedure might be quite convoluted. It can even be challenging to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving New Port Richey are here to help.

    Trust Administration

    Trust administration in Florida refers to the duties and procedures by which a successor trustee a living trust carries out the terms of the trust document. A successor trustee of a living trust has a vast array of powers and obligations which become successful 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 may be liable for damages as a resulted of faulty managing of trust assets or improper trust administration.

    Litigation in New Port Richey

    Litigation in New Port Richey

    If you suspect your legal rights have been violated as a beneficiary in a Will or Trust in Florida, then you should contact an Estate, Trust & Trustee Litigation attorney immediately. 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 accusations and claims as a Trustee, it is crucial 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 legal rights have been breached, then you should consult with a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in New Port Richey

    If you suspect or recognize that someone in your life has been the victim of Elder Abuse, then you should get in touch with an Elder Abuse attorney to guard them and their finances as soon as possible.

    Trust Accounting Disputes in New Port Richey

    If a Trustee has neglected to supply 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. Accomplishing this will allow you to file a lawsuit and fight for your legacy.

    New Port Richey Trustee Defense

    If you’re a Trustee facing allegations of mishandling, fraud, breaches of fiduciary obligation, self-dealing or any other mismanagement, then you may want to contact a Trustee Defense attorney.

    Trustee Removal

    If a Trustee has breached their fiduciary duties or functioned irresponsibly, then a Trustee removal attorney can file an action to remove the Trustee to protect 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 may change the way the estate is distributed.

    New Port Richey Estate Planning

    If estate planning is something you would rather not deal with, try just imagining the laws of the state of Florida determining what occurs to your property, who administers your estate, even who becomes the legal guardian of your children. An entity 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 intended, leaving your final desires 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 New Port Richey Estate Planning & Probate Attorneys cover every aspect of Estate Planning, including but not limited 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 lawful 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 passing on administration roles to an employee or group of team members.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust tailored to provide financial support to one or more charities for a time period, with the remaining assets eventually 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 earnings of people by first dispersing income to the beneficiaries of the trust for a specified time period and then awarding the remainder of the trust to the designated charity.

    Dynasty Trusts

    You might have heard that “dynasty trust” is a term 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 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 future medical care that a individual ought to get when he/she is not in a place to make a choice.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) permits a trustor to separate 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 designated named beneficiaries that can not be modified or repealed unless there is a mutual understanding between all impacted parties.

    Last Will and Testament

    A last will and testament is a lawful document describing your desires concerning assets and dependents after your passing.

    Living Trusts

    A living trust is a lawful documentation, 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 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 setup providing for the care and maintenance of one or more companion animals in the event of a grantor’s impairment or passing.

    Power of Attorney

    A power of attorney can possibly be a useful tool that allows you to be involved in monetary transactions. This tool is important when you can not attend 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 created to remove 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 transfer wealth to your designated recipients during your lifetime and at passing.

    Our Estate Planning & Probate Attorneys Serve New Port Richey 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 lawyer. Our Estate Planning & Probate attorneys know 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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