Living trust Living trust - Talk of The Villages Florida

Living trust

Closed Thread
Thread Tools
  #1  
Old 08-29-2012, 07:27 AM
rrman77 rrman77 is offline
Member
Join Date: Jan 2012
Posts: 35
Thanks: 3
Thanked 18 Times in 11 Posts
Default Living trust

Thanks to all the input we received! We are now in the process of using some recomendations! Further informations is not necessary at this time....


It is time for us to update our living trust. Anyone out there have some one you have worked with and would recommend?

Thanks in Advance.

Last edited by rrman77; 08-31-2012 at 09:08 AM.
  #2  
Old 08-29-2012, 08:21 AM
Bobcuse Bobcuse is offline
Senior Member
Join Date: Aug 2009
Location: Sunset Pointe
Posts: 301
Thanks: 1
Thanked 46 Times in 10 Posts
Default

We used Millhorn Law...a couple of locations in The Villages. They are family firm and easy to work with, reasonable.
  #3  
Old 08-29-2012, 08:41 AM
Madelaine Amee's Avatar
Madelaine Amee Madelaine Amee is offline
Sage
Join Date: Sep 2011
Location: The Villages North
Posts: 4,269
Thanks: 1,210
Thanked 1,038 Times in 372 Posts
Default Revocable Trust

Quote:
Originally Posted by rrman77 View Post
It is time for us to update our living trust. Anyone out there have some one you have worked with and would recommend
I'm not sure that you would need a recommendation for a Trust. It is a basic legal document written to accommodate your requirements. Any attorney advertising themselves as Elder Law Attorneys could do this trust for you.

We had ours done by McLinn Burnsed at LSL, they also have an office at Laurel Manor Drive.

We moved to TV with a trust written in a northern state and were very pleased to see how much better is the Elder Law for citizens of Florida. By the time the northern state would have been finished with us we just "might" have had our underwear left, and nothing else!
__________________
A people free to choose will always choose peace.

Law of Logical Argument: Anything is possible if you don't know what you are talking about!

Since light travels faster than sound, some people appear bright until you hear them speak
  #4  
Old 08-29-2012, 08:47 AM
goingtothevillages goingtothevillages is offline
Member
Join Date: Oct 2011
Location: Birmingham, AL - Winter Park, FL
Posts: 64
Thanks: 0
Thanked 1 Time in 1 Post
Default

I went to a seminar hosted by Andrew Curtis and was very impressed. He is in the process of preparing a Revocable Trust, Living Trust, Power of Attorney, etc - in all probably 6-8 documents. He is very knowledgeable and I believe his entire practice is focused on trusts and other documents needed by those of us 55+. As an added benefit, his price is about 1/2 of normal charges. I can't say enough good things about him. He is in Fruitland Park. Give him a call 315 0333 and see what he can do for you - we've VERY pleased!
__________________
Delmar, NY
Winter Park, FL
Birmingham, AL
The Villages
  #5  
Old 08-29-2012, 10:06 AM
cathyw cathyw is offline
Senior Member
Join Date: Jan 2012
Location: Brooklyn, NY Queens, NY Village of Summerhill, Village of Santiago
Posts: 490
Thanks: 0
Thanked 0 Times in 0 Posts
Default

We also used Milhorn Law. They fully explained all the options and handled everything professionally and reasonably. We previously met with another law firm, which was just pushy and didn't feel it necessary to discuss. " Just sign here" was their attitude. We left and went with Milhorn. Very happy with Milhorns services.
  #6  
Old 08-29-2012, 11:13 AM
goingtothevillages goingtothevillages is offline
Member
Join Date: Oct 2011
Location: Birmingham, AL - Winter Park, FL
Posts: 64
Thanks: 0
Thanked 1 Time in 1 Post
Default

I forgot to mention - Mr. Curtis's credentials are super.
BS from Cornell - MBA from U of Michigan - JD from Georgetown Univ Law School - and LLM from NY Univ Law School. I'm impressed - lol.
__________________
Delmar, NY
Winter Park, FL
Birmingham, AL
The Villages
  #7  
Old 08-30-2012, 05:53 AM
Bryan's Avatar
Bryan Bryan is offline
Veteran member
Join Date: Dec 2008
Location: Village of Alhambra
Posts: 832
Thanks: 0
Thanked 3 Times in 3 Posts
Send a message via MSN to Bryan
Default

We used Mary Trotter Law Firm and were quite pleased. She is located here in TV and is in the phone book. She is also an Elder Law specialist.
  #8  
Old 08-30-2012, 06:55 AM
sgiamp1 sgiamp1 is offline
Member
Join Date: Jul 2011
Posts: 63
Thanks: 0
Thanked 0 Times in 0 Posts
Default Milhorn

Quote:
Originally Posted by cathyw View Post
We also used Milhorn Law. They fully explained all the options and handled everything professionally and reasonably. We previously met with another law firm, which was just pushy and didn't feel it necessary to discuss. " Just sign here" was their attitude. We left and went with Milhorn. Very happy with Milhorns services.
We highly recommend Eric Milhorn - very professional but yet personable.
Closed Thread


You are viewing a new design of the TOTV site. Click here to revert to the old version.

All times are GMT -5. The time now is 10:11 AM.