Estate Planning & Probate Attorney Serving Rubonia

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    Estate Planning & Probate Attorney

    Estate Planning & Probate Attorney Serving Rubonia

    Our Estate Planning and Probate attorneys serving Rubonia strongly believe that your assets should be safeguarded against creditors, predators, separation, and even the poor decisions of your beneficiaries themselves. We feel that you, not the government, should figure out how your assets are distributed when you perish. Your estate should not be disected by onerous death taxes, and your life savings should not be exhausted in order to obtain lasting medical care. Our estate planning attorneys can help you protect your legacy and your loved ones.

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

    Administration in Rubonia

    The administration of an estate after a member of the family or someone dear to you passes on may be immensely difficult. 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 even more involved than just funeral preparation. You may be challenged 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 fulfill your responsibilities and distribute assets of the departed as stated by 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 after you pass. When you pass away 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 beneficiaries, and more.

    It’s essential to choose 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.

    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. Simply put, probate is a procedure in which a court overlooks the distribution of a departed person’s assets and the paying of their unpaid debts. However, this procedure can be quite complicated. It can even be challenging to know if it is necessary, but the experienced Estate Planning and Probate attorneys serving Rubonia 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 wide variety of capabilities and responsibilities which become effective upon 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 could be liable for damages caused by incorrect managing of trust assets or inappropriate trust administration.

    Litigation in Rubonia

    Litigation in Rubonia

    If you believe 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 immediately. Doing this 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 accusations and claims as a Trustee, it is crucial that you get in touch with a lawyer to help prove that your decisions were justified.

    Beneficiary Rights

    If you’re a beneficiary of a Florida estate or trust and think your legal rights have been disobeyed, then you should speak to a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Rubonia

    If you speculate or know that somebody 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 Rubonia

    If a Trustee has fallen short to provide you with accounting information or you suspect malpractice, then you should get in touch with 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. Accomplishing this will allow you to file a lawsuit and fight for your inheritance.

    Rubonia Trustee Defense

    If you’re a Trustee dealing with allegations of mishandling, fraud, breaches of fiduciary responsibility, self-dealing or any other misconduct, then you may want to speak with a Trustee Defense attorney.

    Trustee Removal

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

    Will Contest

    If you think 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 might change the manner the estate is distributed.

    Rubonia Estate Planning

    If estate planning is something you would rather not think of, try just imagining the laws of the state of Florida dictating what comes about 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 prospect can materialize in ways you would never have intended, leaving your final desires unfulfilled 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 Rubonia Estate Planning & Probate Attorneys cover every element of Estate Planning, consisting of but not limited to:

    Advance Directives

    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 incapable of arriving at these decisions yourself.

    Asset Protection

    Asset Protection Planning is an ethical and legal process that involves reviewing your financial holdings and reorganizing them to ensure that you can get legal exemptions.

    Business Succession Planning

    Business succession planning is a strategy for handing down leadership duties to an employee or group of team members.

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust prepared to provide financial support to one or more charitable organizations for a time frame, 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 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. In reality, this term is used for denoting trusts that are developed to stay for generations.

    Generation-Skipping Trust

    A generation-skipping trust is a type of trust that allocates 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 place to make a choice.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) enables 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 assigned beneficiaries that can not be changed or negated except if there is a mutual understanding between all impacted parties.

    Last Will and Testament

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

    Living Trusts

    A living trust is a legal 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.

    LLC Formation

    An LLC can help you transfer assets down to your beneficiaries while preventing 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 handicap or passing.

    Power of Attorney

    A power of attorney could be a helpful resource that allows you to be involved in monetary transactions. This tool is essential 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 created to eliminate 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 designated recipients during your lifetime and at demise.

    Our Estate Planning & Probate Attorneys Serve Rubonia 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 attorney. Our Estate Planning & Probate attorneys recognize 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 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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