Estate Planning & Probate Attorney Servicing Tierra Verde

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    Estate Planning & Probate Attorney

    Estate Planning & Probate Attorney Servicing Tierra Verde

    Our Estate Planning and Probate attorneys serving Tierra Verde conclude that your assets should be safeguarded against financial institutions, predators, separation, and even the poor decisions of your beneficiaries themselves. We think that you, not the government, should decide how your assets are dispersed when you pass away. Your estate should not be disected by onerous death taxes, and your nest egg should not be depleted for you to get 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 Tierra Verde Residence.

    Administration in Tierra Verde

    The administration of an estate after a member of the family or someone dear to you ceases living can be tremendously stressful. 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 preparation. You may be encountered with legal terms and requests for information that are unfamiliar to you, adding a bit of confusion to your heartache. An qualified 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 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 execute your desires after you pass. Whenever you pass away 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, dispersing your money and property to your beneficiaries, and more.

    It’s essential to choose 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 dispersed 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 oversees the distribution of a departed person’s assets and the paying of their financial obligations. Unfortunately, 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 Tierra Verde 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 range of powers and obligations 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 can be liable for damages as a resulted of incorrect managing of trust assets or inappropriate trust administration.

    Litigation in Tierra Verde

    Litigation in Tierra Verde

    If you believe your 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 so 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 allegations and claims as a Trustee, it is essential that you consult 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 feel your rights have been breached, then you should speak to a Beneficiary Rights attorney as soon as possible.

    Elder Abuse in Tierra Verde

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

    Trust Accounting Disputes in Tierra Verde

    If a Trustee has failed to supply you with accounting information or you presume malpractice, then you should consult with 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 this will allow you to file a lawsuit and fight for your inheritance.

    Tierra Verde Trustee Defense

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

    Trustee Removal

    If a Trustee has breached their fiduciary duties or behaved irresponsibly, then a Trustee removal attorney can file an action to eradicate the Trustee to safeguard your rights as a beneficiary.

    Will Contest

    If you think your inheritance rights have been violated, you will require the professional 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.

    Tierra Verde Estate Planning

    If estate planning is something you would rather not think of, try thinking of 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 organization 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 likelihood can manifest in ways you would never have planned, 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 Tierra Verde 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 spell out how you want your medical decisions to be made when you become unable of arriving at these conclusions yourself.

    Asset Protection

    Asset Protection Planning is an lawful and legal process that entails reviewing your financial holdings and reorganizing them to make sure that you can get legal exemptions.

    Business Succession Planning

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

    Charitable Lead Trust

    A charitable lead trust is an irrevocable trust devised to provide financial support to one or more charities for a amount of time, 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 designed to minimize the taxable income of people by first dispersing income to the beneficiaries of the trust for a specified amount of time and then awarding 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 type of trust that designates 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 financial instrument utilized 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 should get when he/she is not in a position to decide.

    Intentionally Defective Grantor Trust

    An intentionally defective grantor (IDGT) allows a trustor to isolate certain 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 beneficiaries that can not be modified or negated except if there is a mutual agreement between all affected parties.

    Last Will and Testament

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

    Living Trusts

    A living trust is a legal 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 transfer assets down to your beneficiaries while avoiding taxes. Our Estate Planning & Probate Attorneys can help you with LLC Formation.

    Pet Trust

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

    Power of Attorney

    A power of attorney can be a useful resource that allows you to be involved in monetary transactions. This tool is essential when you can not attend 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 eliminate 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 move assets to your designated recipients during your lifetime and at demise.

    Our Estate Planning & Probate Attorneys Serve Tierra Verde Residents

    In order to guarantee 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 know just how much these difficulties 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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    • 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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