weston trust attorney

What is a Florida Beneficiary’s Right to Trust Accounting?

Published on: March 20, 2025 | by Rarick & Bowden Gold

What is a Florida Beneficiary’s Right to Trust Accounting?

By Phil Rarick, Weston Trust Attorney, and Jasmine Benitez, Legal Assistant

In Florida, qualified beneficiaries of a trust have a legal right to receive an accounting from the trustee. This accounting is a detailed report of the trust’s financial activities, including income, expenses, distributions, and the status of trust assets. It ensures transparency and helps beneficiaries verify that the trustee is managing the trust according to Florida law.

Can a Trustee Be Removed in Florida?

Published on: March 13, 2025 | by Rarick & Bowden Gold

Can a Trustee Be Removed in Florida?

By Phil Rarick, Weston Trust Attorney, and Jasmine Benitez, Legal Assistant

The answer is yes – under certain circumstances, a trustee can be removed from their duties. A trustee has a high fiduciary responsibility to act in the best interest of the qualified beneficiaries, but if they fail to do so, there are legal grounds for removal.

What is a Family Trust?

Published on: January 9, 2025 | by Rarick & Bowden Gold

What is a Family Trust?

By Phil Rarick, Weston Trust Attorney

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Asset Protection Checklist For Married Professionals

Published on: October 17, 2022 | by Rarick & Bowden Gold

Asset Protection Checklist For Married Professionals

By Phil Rarick, Esq., and Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys

If you have creditor threat, do you know what assets are easily exposed to creditors? Do you know what assets are already protected by Florida law? Take this three minute survey for a quick assessment.

Asset Protection Checklist For Single Professionals

Published on: October 17, 2022 | by Rarick & Bowden Gold

Asset Protection Checklist For Single Professionals

By Phil Rarick, Esq. & Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys

asset protection checklist for single professionials
Florida has good laws to protect your business, real estate investments, and equity investments. Are you taking advantage of these laws? Take this three-minute survey for a quick assessment.

Remote Online Notarization For Trusts & Wills Begins July 1: Watch For These 5 Sand-Traps

Published on: May 18, 2020 | by Rarick & Bowden Gold

By Phil Rarick, Esq. and Jacqueline Bowden Gold, Esq., Miami Lakes and Weston Estate Planning Attorneys,with special thanks for comments by Rick Stockton, Esq. of Holland & Knight, a primary author of the Lawgic Florida Wills and Trust program.

Editor’s Note: The following is a public service Alert from Rarick & Bowden Gold, P.A. This firm does not offer or recommend Remote Online Notarization Service providers.

As previously reported, Florida’s new Remote Online Notarization law became effective January 1^st of this year for all documents except for wills, trusts and other testamentary instruments, that becomes effective July 1. See Florida’s Remote Online Notarization Begins January 1.

Contract Review: Does Covid-19 Excuse Performance?

Published on: April 21, 2020 | by Rarick & Bowden Gold

by: Phillip B. Rarick, Esq.

We have been helping small business owners survive and thrive – in good times and bad – for over 25 years. Here is how we may be able to help you in this current challenging business environment.

1. Contract Review and Force Majeure. A Force Majeure clause is a standard clause in many contracts. If you have a contract you are trying to get out of – or the reverse – if you have a person trying to nullify performance under your existing contract the interpretation of the “Force Majeure” clause will be a determining factor.

Special 2020 Asset Protection Checklist

Published on: April 20, 2020 | by Rarick & Bowden Gold

by: Phillip B. Rarick, Esq.

The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life time. It requires a total review of your estate plan and business entities to assure you are taking full advantage of Florida laws designed to protect your family and business.

The hard new reality: What plan was best for you prior to 2020 may not be what is best for you today

Durable Power of Attorney from Don Lewis to Carole Baskin

Published on: April 17, 2020 | by Rarick & Bowden Gold

Select link below to view PDF

DURABLE POWER OF ATTORNEY FROM DON LEWIS TO CAROLE BASKIN dated November 21, 1996

5 Quick Tips On Maxing Out Loan Forgiveness

Published on: April 17, 2020 | by Rarick & Bowden Gold

by: attorney Phillip B. Rarick

You can always count on the Americans to do the right thing – after they’ve tried everything else. – Winston Churchill.

Millions of small business owners and self-employed have filed for loans under the Paycheck Protection Program because part or all of the loan can be forgiven if you retain your employees and maintain their salary levels.