What is Estate Planning?

Estate Planning when done well can garner tremendous benefits, but when done wrong can result in loss of assets, expensive legal fees and devastated family relationships.  But estate planning is much more than “documents”, it is a process that requires a clearly defined objective(s) coupled with a custom-tailored plan utilizing various techniques and documents to ensure your needs both during life and after death are met.

What is involved in Trust Administration?

Trust Administration is the process whereby a “Trustee” (person appointed as the manager of a trust) oversees the use of trust assets for the benefit of the “Grantor” (person who created the trust) or “Beneficiary” (third party the Grantor wants benefited from use of Trust assets). Most Trustees are the parent, child or sibling of the Grantor, but sadly most of these Trustees do not understand their duties as required under both the terms of the Trust and Florida law.

What happens in Probate?

Probate is something just about everyone has heard about, but few understand.  For those who have gone through probate, many will say it was an experience they hope never to repeat.  Unfortunately, probate cannot always be avoided.

When are Guardianships needed?

Guardianship cases are legal matters none of us want to find ourselves involved in, whether such involvement is as the person seeking guardianship over a friend of family member, or finding yourself as the person in need of a guardian. With proper Estate Planning the need for a guardianship can be reduced or altogether eliminated, but for those who did not plan accordingly – or whose plans are out of date – a guardianship may be the only way to ensure an incompetent person receives the proper physical and mental care.

Additional Areas of Practice

Although we at Marshall Law are primarily focused on estate planning and elder law, we also address ancillary issues that include Tax Disputes, Business Law (formation and management) and Residential Real Estate.  Click on the button to learn more about our areas of expertise and how we can help you.

What is Estate Planning

Estate Planning description

What involved in Trust Administration?

Trust Administration is the process whereby a “Trustee” (person appointed as the manager of a trust) oversees the use of trust assets for the benefit of the “Grantor” (person who created the trust) or “Beneficiary” (third party the Grantor wants benefited from use of Trust assets). Most Trustees are the parent, child or sibling of the Grantor, but sadly most of these Trustees do not understand their duties as required under both the terms of the Trust and Florida law.

What happens in Probate?

Probate is something just about everyone has heard about, but few understand.  For those who have gone through probate, many will say it was an experience they hope never to repeat.  Unfortunately, probate cannot always be avoided.

When are Guardianships needed?

Guardianship cases are legal matters none of us want to find ourselves involved in, whether such involvement is as the person seeking guardianship over a friend of family member, or finding yourself as the person in need of a guardian. With proper Estate Planning the need for a guardianship can be reduced or altogether eliminated, but for those who did not plan accordingly – or whose plans are out of date – a guardianship may be the only way to ensure an incompetent person receives the proper physical and mental care.

IRS and other Business Areas of Practice . . .

At Marshall Law we focus on estate planning and elder law but we also focus on Tax Disputes and Business Law. Click on the button to learn more about our areas of expertise and how we can help you.

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(352) 432-8859

Estate Planning

Trust Administration

Guardianships

Probate

Business Law, Tax Issues, & Other Areas of Law

Estate Planning

Trust Administration

Guardianships

Probate

Business Law, Tax Issues, & Other Areas of Law