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.

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.

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a guardianship can be reduced or altogether eliminated, but for those who did not plan accordingly – or whose plans are out of date – a guardianship may be the only way to ensure an incompetent person receives the proper physical and mental care.

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.

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.

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a guardianship can be reduced or altogether eliminated, but for those who did not plan accordingly – or whose plans are out of date – a guardianship may be the only way to ensure an incompetent person receives the proper physical and mental care.

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.