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Probate & Trust Administration

Wednesday, June 20, 2018

Part I of IV Parts: Five Keys CPA’s Should Know to Avoid Probate (and Trust) Problems & Litigation

Sooner or later every CPA will have clients or members of a client’s family that will require either a probate administration, or a trust administration or both. In many cases, the probate and trust administration process may be uneventful, and everything will go smoothly for the clients and the family.  When that is the case, that’s great!  However, there is a new reality emerging in probate and trust administrations in Florida and around the country, which is increased litigation.  In some cases, it may be fair to say that we are seeing some very aggressive instances of law suits and litigation.  The purpose of this article is to provide some suggestions to help identify issues before things become unmanageable, and hopefully to mitigate or protect our clients from the possibility of costly litigation.


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Thursday, March 15, 2018

Nuts and Bolts of Florida Probate

Many Florida residents have heard or experienced horror stories regarding the probate administration process in Florida. Although having to open a probate is not necessarily the worst-case scenario, it can quickly become overwhelming for the beneficiaries and the Personal Representative of the estate. While each probate administration will vary based on the unique facts and circumstances, this article will attempt to demystify the probate process by providing an overview of the steps involved in a formal probate administration in Florida.


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Tuesday, March 13, 2018

Top Five Traps to Avoid When Acting as a Fiduciary

Let’s face it, not all family members see eye-to-eye on all issues, and any probate attorney will tell you that underlying issues between family members usually do not get better after the death of a loved one. In fact, issues among family members often get worse when there is real money at stake. Even families with amicable relationships can become adversarial due to issues which arise in a probate or trust administration. An experienced probate attorney will be able to provide guidance to a Personal Representative or Trustee by anticipating and mitigating potential and perhaps even some inevitable disagreements among beneficiaries.


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Thursday, February 1, 2018

Top Five Traps to Avoid in Estate and Trust Litigation

Let’s face it, not all family members see eye-to-eye on all issues, and any probate attorney will tell you that underlying issues between family members usually do not get better after the death of a loved one. In fact, issues among family members often get worse when there is real money at stake.  Even families with amicable relationships can become adversarial due to issues which arise in a probate or trust administration. An experienced probate attorney will be able to provide guidance to a Personal Representative or Trustee by anticipating and mitigating potential and perhaps even some inevitable disagreements among beneficiaries.


Read more . . .


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