Blog Topics

Special Needs Trusts: A Primer – Let Me Count the Ways

May 1, 2017

Arlene Lakin, Esq. Florida Bar Board Certified Elder Law Attorney For those of you who remember, or those who do not remember, back in the ‘50’s and ‘60’s, the late comedian Jackie Gleason hosted a TV show with his favorite …

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Porting Your Homestead

March 1, 2017

Property values in Florida are on the rise. From June of 2015 through June of 2016, the price of homes increased by 7% in the State of Florida. A 6.8% increase is projected again by June of 2017. Because property …

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When a Valid Power of Attorney is Rejected

January 1, 2017

We recently had an issue with a bank refusing to accept a durable power of attorney prepared for a client by our firm. In 2015, the client properly executed the durable power of attorney designating her two daughters to serve …

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Dynasty Trusts: Leaving a Lasting Legacy for Loved Ones

November 1, 2016

Nothing is certain in life except death and taxes. However, strategic estate planning can dramatically decrease any taxes due at the time of your death. Historically, wealthy individuals and families have used dynasty trusts to protect and preserve their fortune …

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In Pets We Trust

September 1, 2016

“There are three faithful friends: an old wife, an old dog, and ready money.” – Benjamin Franklin Have you included your pet in your estate plan? A recent survey has found that sixty-five percent of Americans have a pet, and …

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The Florida Family Trust Company Act

May 1, 2016

Family trust companies (“FTCs”) have long served as an aggressive estate planning tool. FTCs began in the United States in the mid-1800s with powerful industrial families. Recent changes in the law have made FTCs an attractive tool to the modern …

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Positive Changes to Florida’s Health Care Surrogate Laws

May 1, 2015

As of October 1, 2015, Florida has made positive changes to its health care surrogate laws. Under the revised legislation, clients may designate a health care surrogate who will have immediate access to their medical information, help with or make …

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