Articles Posted in weston trust attorney

How Do I Choose a Trustee? By Phil Rarick, Miami Trust Attorney, and Jasmine Benitez, Legal Assistant Choosing a trustee is one of the most important decisions you will make when creating a trust.   A trust is simply legally binding instructions, and you must be confident that your trustee will follow these instructions exactly and…

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…

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…

What is a Family Trust? By Phil Rarick, Weston Trust Attorney – Every family needs instructions in the event of disability or death. A Family Trust, also known as a Living Trust, is your detailed, legally binding instructions to care for you and your family in the event of mental incapacity or death. A trust…

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. 1.…

Asset Protection Checklist For Single Professionals By Phil Rarick, Esq. & Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys 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. 1. Is your Florida homestead titled only…

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…

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…

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…

Select link below to view PDF DURABLE POWER OF ATTORNEY FROM DON LEWIS TO CAROLE BASKIN dated November 21, 1996