Estate Planning & Probate Attorney Serving Parrish

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    Estate Planning & Probate Attorney

    Estate Planning & Probate Attorney Serving Parrish

    Our Estate Planning and Probate attorneys working with Parrish strongly believe that your assets should be protected against lenders, predators, separation, and even the poor decisions of your beneficiaries themselves. We believe that you, not the government, should figure out how your possessions are distributed when you perish. Your estate should not be disected by onerous death taxes, and your life savings should not be exhausted for you to acquire long-term healthcare. Our estate planning attorneys can help you safeguard your legacy and your loved ones.

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

    Administration in Parrish

    The administration of an estate after a loved one or someone dear to you passes on can be tremendously difficult. 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 a lot more complex than just funeral planning. You may be confronted with legal terms and requests for information that are unfamiliar to you, adding a bit of confusion to your suffering. 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 satisfy your responsibilities and disperse possessions of the deceased 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 wishes when you pass. Whenever you die 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, dispersing your money and property to your heirs, and more.

    It’s important 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 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. Put simply, probate is a procedure by which a court supervises the distribution of a deceased person’s assets and the paying of their personal debts. However, this procedure could be rather convoluted. It can even be difficult to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Parrish are here to help.

    Trust Administration

    Trust administration in Florida refers 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 wide variety of capabilities and responsibilities which become successful consequent to our death or incapacity of the trustmaker or grantor. The trustee has a lawful responsibility to the trust beneficiaries that include proper administration of trust assets. The trustee may be liable for damages brought on by incorrect managing of trust assets or improper trust administration.

    Litigation in Parrish

    Litigation in Parrish

    If you think 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 as soon as possible. Doing so will provide you with the legal abilities 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 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 your legal rights have been breached, then you should consult with a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Parrish

    If you speculate or know that someone in your life has been the injured party 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 Parrish

    If a Trustee has neglected to supply 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 inaccurately 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.

    Parrish Trustee Defense

    If you’re a Trustee facing incriminations of mishandling, fraudulence, breaches of fiduciary responsibility, self-dealing or any other mismanagement, then you may wish to speak with a Trustee Defense attorney.

    Trustee Removal

    If a Trustee has breached their fiduciary duties or acted 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 believe 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 method the estate is distributed.

    Parrish 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 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 planned, 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 Parrish 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 decisions 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 passing on administration tasks to an employee or group of team members.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust prepared to ensure financial support to one or more charities for a amount of time, 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 manufactured to minimize the taxable income of people by first spreading income to the beneficiaries of the trust for a specified amount of time and then donating 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. Essentially, 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 designates 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 financial 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 should get when he/she is not in a position to make a choice.

    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 assigned named beneficiaries that can not be changed 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 outlining your wishes concerning assets and dependents after your passing.

    Living Trusts

    A living trust is a lawful document, or trust, produced during an individual’s lifetime where a designated individual, 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 preventing 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 occasion of a grantor’s impairment or fatality.

    Power of Attorney

    A power of attorney may be a helpful resource that allows you to be included in monetary transactions. This tool is essential when you can not attend to sign documentations.

    Qualified Personal Residence Trust

    A Qualified Personal Residence Trust or QPRT is a special kind of irreversible trust that has been developed 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 techniques to move assets to your intended beneficiaries during your lifetime and at passing.

    Our Estate Planning & Probate Attorneys Serve Parrish Residents

    For you to guarantee 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 understand just how much these challenges 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 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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