Our Estate Planning and Probate attorneys representing Pasadena believe that your assets should be protected against bankers, predators, divorce, and even the poor decisions of your heirs themselves. We think that you, not the government, should decide on how your assets are dispersed when you die. Your estate should not be gutted by burdensome death taxes, and your nest egg should not be depleted in order to obtain 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 Pasadena Families.
Administration in Pasadena
The administration of an estate after a member of the family or someone dear to you passes away may be tremendously stressful. At a time when you are more focused on grieving, you may quickly find that getting the affairs of a loved one in order are far more complex than just memorial service preparation. You may be encountered with legal terms and requests for information that are unfamiliar to you, adding a piece 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 fulfill your obligations 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 perform your desires when you pass on. Whenever you pass away with a legally-valid will, a judge 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 beneficiaries, and more.
It’s essential to select a reputable, 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.
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. Simply put, probate is a procedure wherein a court overlooks the distribution of a departed person’s assets and the paying of their unpaid debts. Unfortunately, this procedure can be rather convoluted. It can even be difficult to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Pasadena are here to help.
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 range 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 could be liable for damages as a resulted of improper managing of trust assets or inappropriate trust administration.
Litigation in Pasadena
If you think 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 as soon as possible. Doing this 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 accusations and claims as a Trustee, it is crucial that you contact a lawyer to help prove that your decisions were justified.
If you’re a beneficiary of a Florida estate or trust and think your rights have been breached, then you should get in touch with a Beneficiary Rights attorney as soon as possible.
Elder Abuse in Pasadena
If you speculate or know that someone in your life has been the injured party of Elder Abuse, then you should contact an Elder Abuse attorney to guard them and their finances as soon as possible.
Trust Accounting Disputes in Pasadena
If a Trustee has fallen short to provide you with accounting information or you suspect mismanagement, then you should contact a Trust Accounting Disputes attorney as soon as possible.
If you suspect a trust has been inaccurately 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 inheritance.
Pasadena Trustee Defense
If you’re a Trustee dealing with allegations of mishandling, fraudulence, breaches of fiduciary duty, self-dealing or some other misconduct, then you may want to consult with a Trustee Defense attorney.
If a Trustee has breached their fiduciary duties or performed irresponsibly, then a Trustee removal attorney can file an action to remove the Trustee to protect your rights as a beneficiary.
If you think your inheritance rights have been mismanaged, you will require the expert assistance of a Florida Will contest attorney. Doing so will allow you to file a petition that could change the way the estate is distributed.
Pasadena Estate Planning
If estate planning is something you would rather not deal with, try just imagining the laws of the state of Florida controling what happens to your property, who administers your estate, even who becomes the legal guardian of your children. An entity 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 likelihood can manifest in ways you would never have imagined, leaving your final desires 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 Pasadena Estate Planning & Probate Attorneys cover every element of Estate Planning, including but not limited to:
An Advance Directive is an oral or written statement. This statement will explain how you want your medical decisions to be made when you become unable of arriving at these conclusions yourself.
Asset Protection Planning is an clean and legal process that involves reviewing your financial holdings and restructuring them to make sure 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 employees.
Charitable Lead Trust
A charitable lead trust is an irrevocable trust devised to provide 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 created to minimize the taxable income of individuals 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.
You might have heard that “dynasty trust” is a term used for denoting trusts that last for more than a generation. In truth, this term is used for denoting trusts that are developed to stay for generations.
A generation-skipping trust is a form of trust that specifies someone 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 minimize taxes on large financial gifts to family members.
Health Care Directives
Health care directives are written or oral instructions that give instructions regarding the future medical care that a individual ought to get when he/she is not in a place to decide.
Intentionally Defective Grantor Trust
An intentionally defective grantor (IDGT) permits a trustor to disconnect particular trust assets in order to segregate income tax from estate tax treatment on them.
An Irrevocable Trust is an agreement between a settlor, trustee and specified beneficiaries that can not be modified or repealed except if 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 regarding assets and dependents after your death.
A living trust is a lawful documentation, 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.
An LLC can help you transfer assets down to your beneficiaries while keeping away from taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.
A pet trust is a legally sanctioned setup providing for the care and maintenance of one or more companion animals in the occasion of a grantor’s incapacity or death.
Power of Attorney
A power of attorney may be a helpful tool that allows you to be included in monetary transactions. This tool is significant when you can not be present to sign papers.
Qualified Personal Residence Trust
A Qualified Personal Residence Trust or QPRT is a unique kind of irreversible trust that has been developed to eradicate the value of your prime residence or a secondary property from your taxable estate.
Transfer Tax Planning
Transfer tax planning involves using various tax-favored techniques to move wealth to your intended recipients during your lifetime and at passing.
Our Estate Planning & Probate Attorneys Provide Service to Pasadena Residents
In order to ensure that your rights and the wishes of your loved ones are fully upheld, it is important to have the representation of a skilled legal professional. Our Estate Planning & Probate attorneys understand how much these challenges matter for you and your family, and we have the legal expertise 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.