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Articles Posted in Probate

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Securing Payment of Child Support with a Children’s Safe Harbor Trust

By: Phillip B. Rarick, Esq. Most divorce judgments call for one of the parties to obtain a life insurance policy for securing the payment of child support, alimony or some other financial obligation.  Let’s assume the obligation is solely child support:  a potential mistake is failure to secure payment of…

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Successor Trustee Duties

12 Point Summary of Florida Successor Trustee Duties Note: Trust administration requires strict compliance with the trust terms and often analysis of complex tax requirements. A trustee is a fiduciary and is held to a high standard of care under Florida law. If you are a successor trustee, we can…

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Beware of Creditor Harassment Upon Death of Your Spouse or Family Member

By Phillip B. Rarick, Esq. and Jacqueline R. Bowden, Esq. In Florida, when you die, your debts remain in your estate – and are not transferred to a surviving spouse or family member.  However, this simple legal concept does not stop some creditors from harassing the surviving spouse or a…

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9  Key Benefits Available to Florida Same-Sex Couples: U.S. Supreme Court Clears Way For Critical State Benefits Effective January 6

By Jacqueline R. Bowden, Esq. and Phillip B. Rarick, Esq. Same-sex marriage will likely be legal in Florida beginning January 6 as a result of a historic 7-2 ruling by the U.S. Supreme Court yesterday, December 19.    This ruling, denying Attorney General Pam Bondi’s request to extend a stay preventing…

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Transfer of Motor Vehicles after Owner’s Death: How to Avoid Probate in Florida

By Cristina M. Fernandez, Esq. A.        The Question A common question we encounter is how to transfer the title of a motor vehicle upon the death of its owner. B.        Law Summary Florida law allows the beneficiaries or heirs of a deceased person to transfer a motor vehicle title without…

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FLORIDA DOMICILE CHECKLIST

By Phillip B. Rarick, Esq., Miami Trust Attorney A.  Domicile  vs. Residence “Domicile” and Residence are two different legal terms, but often confused.  A person can have only one domicile, but any number of residences in different states. Domicile is your actual residence in the state joined with your intention…

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Pet Trusts: Have You Forgotten Your Pet(s)? Your Very Loyal Pet?

By Phillip B. Rarick, Miami Trust Attorney Who is the first to greet you when you come home?  For me, it used to be my young daughters or son.  But now that my youngest daughter is a teenager (and too cool for such shows of affection) those days are past. …

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What’s Wrong With This Picture? NY Attorney Names Himself As Personal Representative For A Florida Resident

By Phillip B. Rarick,  Esq., Miami Probate Attorney We have written about this issue in the past, but it is one that keeps popping up.   Here are the relevant facts.  Note: I have changed some facts to avoid disclosure of private information. Recently, we reviewed a New York will where…

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Bad Advice You Hear All The Time

By Phillip B. Rarick, Esq.,  Miami Trust Attorney Quote: There are three things that are real – God, human folly and laughter.  The first two are beyond our comprehension.   So we must do what we can with the third.   –  John F. Kennedy Here are five bad items of advice…

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Allocation Of Wrongful Death Proceeds In Florida Probate

By Phillip B. Rarick, Esq., Miami Probate Attorney I.          Determining Survivors The personal representative has a duty to bring an action for the wrongful death of the decedent.  F.S. 768.20.    The Act  provides for damages for the estate and “survivors”.   Survivors include the surviving spouse, “minor children” under 25 years…

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