Questions to Ask When Hiring a Wills & Trusts Lawyer

The top 1 Broward County, Florida, wills and trusts attorneys assist clients in making preparations to safeguard their wealth and guarantee an appropriate distribution to loved ones upon death. When it comes time to defend the estate’s rights in probate court against challenges from creditors and others, they can be of great assistance. In order to be Lead Counsel Verified, they must have a clean record and a Florida license to practice law.

An attorney with the Florida Bar Board of Legal Specialization’s Certified Specialist in Wills and Trusts designation has demonstrated deep expertise in the field. They have proven their mastery of the subject by passing challenging exams. Very few legal professionals can make this distinction.

When disagreements emerge, the administration of a trust or probate can be very difficult. To make sure your desires are honoured and the estate is handled correctly, an expert lawyer can assist with these matters. Along with handling any potential estate tax difficulties, they may also help with the sale of assets or property.

No matter the size of one’s estate, it is crucial to have a strategy. A living will is a legal document that allows you to express your last desires and guarantees its execution upon your death. A will can specify a number of things, including the recipients of assets, how to be remembered, and how to distribute assets after death. Conversely, a trust can help you avoid probate while still providing for dependents with specific needs.

A lawyer can advise you on your options and help you create a trust that fits your needs. In addition to assisting with guardianships, resolving claims, and submitting homestead determinations, they can also assist with various concerns pertaining to trust administration and probate. Estate closing and the creation of long-term power of attorney documents are two further areas in which they may be of use.

For more than a decade, Tara David has helped clients with estate planning and probate matters. She has memberships in several groups, including the Florida Bar, the Broward County Women’s Lawyers Association, and the South Broward Bar Association. Lead Counsel Verified and a trusted advisor to many families, she has assisted with estate planning and probate matters. In addition to assisting with getting appraisals and valuing assets, she may also file petitions and other court papers, settle claims, prepare taxes, and handle any other part of administering a trust or probate estate.

When a person dies, their assets might be divided according to the terms laid down in a valid will. Assets could be stolen if a contested will causes family members to go to court over who gets what. Error in execution, undue influence on the decedent during will creation, and incompetence are among the several grounds that might lead to a challenge to a disputed will.

Attorney Brendan Davis is an esteemed business that provides legal services to the Pompano Beach region. Probate and trust litigation concerns, such as identifying beneficiaries, valuing assets, and transferring assets to the right people, are within their purview. Living trusts are another service they offer.

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