Family Trust Attorney

[Ginnybugs]

Looking for an attorney near or in The Villages who is good at creating a family trust, and charges a reasonable fee. Please email me at nc-mtns@att.net.
Thank you!

[Kenswing]

Amy Pittman Law office. Probate and Estate Planning Attorney The Villages, FL Lawyer (http://Www.Thepittmanlawoffice.com)

[mrf0151]

Susan Sullivan https://www.bing.com/ck/a?!&&p=e67c32eb62011b90JmltdHM9MTY5MTUzOTIwMCZpZ3VpZD0z NmRiNDU5ZS0yNzk3LTY4YzgtMDcwMS01NmM2MjYyOTY5ZDAmaW 5zaWQ9NTU0MA&ptn=3&hsh=3&fclid=36db459e-2797-68c8-0701-56c6262969d0&u=a1aHR0cHM6Ly93d3cuYmluZy5jb20vYWxpbmsvbGluaz91cm w9aHR0cHMlM2ElMmYlMmZmbG9yaWRhYmFyLm9yZyUyZmFib3V0 JTJmc2VjdGlvbiUyZnByb2ZpbGUlMmYlM2ZudW0lM2QxMzI5My Zzb3VyY2U9c2VycC1sb2NhbCZoPXRidGNNV2xPVlBOS1ZuVmpD N2NDVEE5YUtzSCUyZkJXbEY3MmJ0ZFlwNzlQbyUzZCZwPWx3X2 diJmlnPUZEOUY4QkEzMDEwOTQ1MDhCRDI0OEVBMzM1OUVGMzUx JnlwaWQ9WU44NzN4NDE0NDUzNzE0NjczMDI2ODQyNA&ntb=1

[Eg_cruz]

Jennifer Henson Millhorn Elder Law on Wedgewood Lane
352-330-3369

She holds Elder Law meeting at the public library twice a month, great way to start to understand FL laws.

[Ginnybugs]

It seems the Elder Law meeting you mentioned would be a good way to be educated before getting into it. Which library is it held? Do you know dates/times? Thank you!

[Rainger99]

It seems the Elder Law meeting you mentioned would be a good way to be educated before getting into it. Which library is it held? Do you know dates/times? Thank you!

This is from their website. I would call to make sure that the dates and times are still valid. Phone: (352) 753-9333

Please find a list below of our upcoming seminars at the Sumter County Libraries.
Millhorn Elder Law Planning Group Presents:
“Things You Need to Know about Estate Planning”
4th Thursday of the month at 4pm
The Villages Public Library at Belvedere
325 Belvedere Blvd.
The Villages, Florida 32162

3rd Wednesday of the month at 4pm
The Villages Sumter County Service Center-Pinellas Plaza Library
Conference Room 102
7375 Powell Road
Wildwood, FL 34785

[Challenger]

Amy Pittman - See post #2 She works with 30-50 of my friends and neighbors

[retiredguy123]

Looking for an attorney near or in The Villages who is good at creating a family trust, and charges a reasonable fee. Please email me at nc-mtns@att.net.
Thank you!
Amy Pittman is a good estate attorney. She prepared my will.

Attorneys love trusts, but trusts are overrated. Unless you have a complicated estate, there are other inexpensive and easy ways to avoid probate than creating a trust. My assets are all held in accounts that have beneficiaries that are payable on death. No need for a trust or probate. Most retirees can do the same thing.

[Bilyclub]

Amy Pittman is a good estate attorney. She prepared my will.

Attorneys love trusts, but trusts are overrated. Unless you have a complicated estate, there are other inexpensive and easy ways to avoid probate than creating a trust. My assets are all held in accounts that have beneficiaries that are payable on death. No need for a trust or probate. Most retirees can do the same thing.

What about the house ?

[NoMo50]

We interviewed with more than one attorney before making our decision, including the Pittman firm, and Shanawany & Millhorn. Both would provide the exact same documents/filings: Family Trust, Wills, Living Wills, Powers of Attorney, etc. The Pittman Firm quoted a fee of over $2,000. Sham Shanawany's fee was $650. Again, identical product from both firms. This is not rocket science...we went with Sham.

[Royaloil]

My friend had a clause "if any children sue they recieve nothing" does this sound real?

[retiredguy123]

What about the house ?
A ladybird deed will allow you to designate a beneficiary that will automatically transfer ownership to the house upon death. It will not affect your ownership rights or the ability to sell the house while you are alive.

[Rainger99]

My friend had a clause "if any children sue they recieve nothing" does this sound real?

I found this on the internet. Be sure to check with an attorney to verify that it is accurate.

In Florida and Indiana, courts do not enforce no-contest clauses. In these states, a beneficiary who sues to invalidate part or all of your will, but loses, still inherits whatever you left him or her in your will.

[manaboutown]

I would interview at least three attorneys as hereinabove mentioned. I would also educate myself as much as possible. Those library seminars sound like a good start! People's needs vary. Some only need simple transfer on death accounts and perhaps a Lady Bird deed. Others may need only a simple will. Yet others could require multiple legal documents due to extensive and/or complex financial interests, beneficiaries incapable of managing money, estate tax minimization and other factors.

Trusts can be quite beneficial for many reasons: protection from creditors of the beneficiaries through a spendthrift provision (a beneficiary could go bankrupt yet not lose a dime of trust funds.), protection from financial loss due to liability lawsuits and from greedy ex-spouses-to-be in the event of divorce. If a beneficiary qualifies for or is on disability or perhaps public assistance a properly drafted trust can be used to provide the beneficiary with additional income without the trust being considered an asset of the beneficiary in order to deny or diminish their entitlement.

Another reason to have a trust is to assure one's assets go to one's own issue. I have heard of cases where an individual inherited money then at some point died, perhaps intestate, and the money went to his/her spouse and eventually that spouse's children from another spouse.

[retiredguy123]

I would interview at least three attorneys as hereinabove mentioned. I would also educate myself as much as possible. Those library seminars sound like a good start! People's needs vary. Some only need simple transfer on death accounts and perhaps a Lady Bird deed. Others may need only a simple will. Yet others could require multiple legal documents due to extensive and/or complex financial interests, beneficiaries incapable of managing money, estate tax minimization and other factors.

Trusts can be quite beneficial for many reasons: protection from creditors of the beneficiaries through a spendthrift provision (a beneficiary could go bankrupt yet not lose a dime of trust funds.), protection from financial loss due to liability lawsuits and from greedy ex-spouses-to-be in the event of divorce. If a beneficiary qualifies for or is on disability or perhaps public assistance a properly drafted trust can be used to provide the beneficiary with additional income without the trust being considered an asset of the beneficiary in order to deny or diminish their entitlement.

Another reason to have a trust is to assure one's assets go to one's own issue. I have heard of cases where an individual inherited money then at some point died, perhaps intestate, and the money went to his/her spouse and eventually that spouse's children from a another spouse.
I partially agree. But, I would not want to protect my beneficiaries from their creditors.

[manaboutown]

I partially agree. But, I would not want to protect my beneficiaries from their creditors.

The trust res can be protected from a beneficiary's creditors, not the beneficiary himself or herself. Spendthrift provisions can be utilized to protect the corpus of the trust, hence the interests of all the beneficiaries in the trust from the creditor(s) of any one or more of them.

[DAVES]

My friend had a clause "if any children sue they recieve nothing" does this sound real?

When, it comes to money, family and law things can get messy. Perhaps, worse you will be gone so unable to change your mind. There are the proper legal terms. I disinherited someone. If, I recall the words in my will say as if she is dead. Truth, the words are uncomfortable. I wanted to add why. The attorney advised me not to.

A will. First of all you need to face no one lives forever. A will. When my mother passed, I had a copy of my parents will. NOT FLORIDA. Seems the official will had a blue cover. Mine was a copy. The name of the atty was of course on the will. I discovered she had closed her practice. After a bit of effort I found her. She told me she gave the blue cover copy to my sister. My sister denied it. It cost US several hundred dollars in legal fees.

Like anything else whatever you do, someone will say think you should have......

[manaboutown]

My friend had a clause "if any children sue they recieve nothing" does this sound real?

This is known as an "in terrorem" or "no-contest" clause and apparently is unenforceable in Florida. No Contest Clauses in Florida - Sarasota Wills, Trusts & Probate Attorney (https://scovills.com/probate/no-contest-clauses-in-florida/#:~:text=A%20No%20Contest%20Clause%2C%20or,shall%2 0be%20reduced%20or%20removed).

Another issue to be aware of is a pretermitted heir, usually a child. Statutes & Constitution
:View Statutes
:

Online Sunshine (http://www.leg.state.fl.us/Statutes./index.cfm?App_mode=Display_Statute&Search_String=&URL=0700-0799/0732/Sections/0732.302.html)

[Eg_cruz]

It seems the Elder Law meeting you mentioned would be a good way to be educated before getting into it. Which library is it held? Do you know dates/times? Thank you!
Call 352-330-3369
She holds two a month at two different libraries.

It would be a great place to start, you will learn a lot.

[JudyLife]

Amy Pittman

[bowlingal]

leave the bubble if you want a reasonable charge for a trust. Joseph F Pippen atty located in Fruitland Park will do a trust for $695.

[JGibson]

A ladybird deed will allow you to designate a beneficiary that will automatically transfer ownership to the house upon death. It will not affect your ownership rights or the ability to sell the house while you are alive.

How do you get a ladybird deed? Do you have any further information on this? Thanks.

[Shish]

Probate and Estate Planning Attorney The Villages, FL Lawyer (https://thepittmanlawoffice.com/)

[BlueStarAirlines]

Another vote for Amy Pittman. She also has free familiarization courses monthly as well as ongoing classes for her customers.

Highly recommend her practice.

[retiredguy123]

How do you get a ladybird deed? Do you have any further information on this? Thanks.
You can hire a title company, who does house closings, to prepare and record a new deed for your house. It should cost a few hundred dollars for a new deed. I have heard that some people do it themselves with an online form, and then record the deed at the county office, but I would NOT recommend doing it that way.

If you have an attorney, it would be a good idea to discuss it with them before getting the new deed. The attorney can probably process it for you, but I would get a fixed price before allowing an attorney to do it.

[Nana2Teddy]

Amy Pittman is booked until November, and Sham Shanawany had availability in early October. Called them both this week. Hoping to find someone with availability even sooner, though I did book Sham in case I don’t.

[JGibson]

You can hire a title company, who does house closings, to prepare and record a new deed for your house. It should cost a few hundred dollars for a new deed. I have heard that some people do it themselves with an online form, and then record the deed at the county office, but I would NOT recommend doing it that way.

If you have an attorney, it would be a good idea to discuss it with them before getting the new deed. The attorney can probably process it for you, but I would get a fixed price before allowing an attorney to do it.

Thanks, I've done my will on my own as they make it quite easy these days but I will explore both options.