Once your position as a beneficiary of an irrevocable trust (after your loved one passes and their revocable trust becomes irrevocable, for example) vests, you have the right to receive a copy of the trust documents. The trust document operates like a contract and will spell out your rights and the trustee’s obligations, as supplemented […]
Do All Beneficiaries Get a Copy of the Trust? Read More »
If you think that your loved one’s wishes are not reflected in the terms of their trust document or the way it is being distributed, you may have the right to challenge the trust in court. However, only certain individuals can fight a trust and even then only on specific grounds. Here we’ll take a
Can You Fight a Trust in Court? Read More »
Upon losing her husband, the determination of what the surviving wife will inherit will be based on a combination of state law, the husband’s last will and testament, his revocable living trust, any irrevocable trusts, retirement account beneficiary designations, payable-on-death or transfer-on-death account designations, pre-nuptial agreements, post-nuptial agreements, and potentially other estate planning documents. However,
When a Husband Dies, What Is the Wife Entitled To? Read More »
El testamento es un documento de planificación patrimonial muy importante. Cuando usted fallezca, su testamento guiará la disposición de su propiedad y activos. Usted también puede designar en su testamento a un representante personal de confianza para que supervise la administración de su patrimonio. Sin embargo, un testamento inducido o ejecutado mediante fraude no es
¿Qué se considera fraude en un testamento? Read More »
En Florida, si alguien muere y deja un testamento válidamente ejecutado que dispone de sus bienes, al fallecer, los bienes usualmente se distribuirán de acuerdo a los deseos descritos en el documento. Sin embargo, si alguien fallece sin un testamento válido, las leyes de sucesión intestada dictan el esquema de distribución de los bienes a
¿Cuáles son las leyes de herencia en Florida? Read More »
The trustee is the person who manages all the property and assets that are included within a trust. A trustee has a fiduciary duty to act in the best interest of the trust and its beneficiaries. Individuals and couples often decide to put some or all their assets into a revocable living trust for estate
What Is the Role of a Trustee? Read More »
RMO, LLP Trust litigation attorneys and probate lawyers. We protect people like you, Every day. | Call: 424-320-9444 l Email: [email protected]
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