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Monthly Archives: September 2019

Executor

What Role Do Personal Representatives Play in a Florida Probate?

By Legacy Protection, LLP |

When you set up an estate plan, you will be asked to designate a number of potential positions, including a personal representative, or executor, of the will. You may also hear of a personal representative or executor referred to as an administrator. The terms may be somewhat interchangeable between states, but the individual duties… Read More »

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Common Myths and Misconceptions about Probate Administration in Florida

By Legacy Protection, LLP |

It’s understandable that most people don’t want to know much about probate. Let’s face it, who wants to focus on topics that deal with your death? However, estate planning and probate basics are important to understand. You should be prepared, especially when other people are depending on you. If you are unprepared, it can… Read More »

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What to Watch for When You Suspect a Florida Trustee of Breaching Their Fiduciary Duty

By Legacy Protection, LLP |

Trustees are the ones who manage the assets of a trust on behalf of the beneficiaries. They are to manage the assets in whatever manner the trust terms dictate. This is known as their fiduciary duty. When a trustee fails in this duty, it’s considered a breach of fiduciary duty and the beneficiaries may… Read More »

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What Does Undue Influence Mean in Florida Estate Planning?

By Legacy Protection, LLP |

Many people have heard the term undue influence, but what exactly does it mean? The legal concept of undue influence in Florida law is an important one. When someone exercises undue influence over a victim’s person’s assets, will, or money, a Florida court can invalidate the victim’s estate planning documents. A typical example of… Read More »

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Congratulations to Jay Fleece and Bill McQueen for their recognition by The Best Lawyers in America

By Legacy Protection, LLP |

Congratulations to Jay Fleece  and Bill McQueen for their recognition by The Best Lawyers in America in Trusts and Estates Litigation and Estate Planning! Best Lawyers is the oldest and most respected peer review publication in the legal profession. Recognition in Best Lawyers is widely regarded by both clients and legal professionals as a significant honor,… Read More »

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