Month: March 2015

Clients often ask their estate planning attorney whether they need a federal Tax Id. (also known as an EIN) number for their Trust. In fact, clients commonly run into third parties, such as bank representatives, who ask what the Tax Id. number is for their...

Unlike probate, Florida courts do not automatically oversee or get involved in Trust administration. Instead, they usually only get involved when an interested person invokes the court's jurisdiction relating to an issue involving the Trust. Section 736.0201 Fla....

Parents of a minor child can act as natural guardians of their minor child and can act in certain limited ways without court involvement. Section 744.301, Fla. Stat. provides that when the amounts received, in the aggregate, do not exceed $15,000, no court approval is...

Estate attorneys are often asked by clients, how often should I review and update my estate documents? There are no hard and fast rules on this but there are some helpful guidelines.  We generally recommend that clients under age 65 review and update their estate...