Recommendations for Florida Wills/Trusts Recommendations for Florida Wills/Trusts - Talk of The Villages Florida

Recommendations for Florida Wills/Trusts

Closed Thread
Thread Tools
  #1  
Old 11-15-2013, 12:09 AM
chappy chappy is offline
Member
Join Date: Aug 2012
Posts: 41
Thanks: 0
Thanked 5 Times in 3 Posts
Default Recommendations for Florida Wills/Trusts

Can anyone recommend a good lawyer to update our wills from another state? There are so many giving presentations and free consultations, it is hard to choose.
  #2  
Old 11-15-2013, 01:09 AM
billethkid's Avatar
billethkid billethkid is offline
Sage
Join Date: Jul 2007
Posts: 18,535
Thanks: 0
Thanked 4,869 Times in 1,419 Posts
Default

The Millhorn Lawfirm....offices in and nearby TV.

Btk
  #3  
Old 11-15-2013, 08:24 AM
mmac321 mmac321 is offline
Senior Member
Join Date: Sep 2007
Location: Tamarind Grove
Posts: 188
Thanks: 0
Thanked 1 Time in 1 Post
Default Susan Sullivan

Very professional and reasonable. 352 689-0045. Located near Walmart.
__________________
Kansas City Mo, Palatine Il, Mt. Prospect Il, Lake Summerset Il, Rolling Meadows Il, Mt. Dora Fl. Tamarind Grove.
  #4  
Old 11-15-2013, 09:45 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

Milhorn law. Excellent, reasonable cost, family firm.
  #5  
Old 11-15-2013, 09:58 AM
ijusluvit ijusluvit is offline
Platinum member
Join Date: Jun 2008
Posts: 1,688
Thanks: 0
Thanked 4 Times in 4 Posts
Default

Arlene Udick, 352-391-1888

She is a very experienced attorney specializing in estate and business law. She is also honest, efficient and very reasonable. In our case she registered our property with an inexpensive "ladybird deed" to protect it from probate. She could have done a more expensive trust but told us "many trusts are initiated by lawyers who want to collect higher fees".
  #6  
Old 11-15-2013, 10:34 AM
murray607's Avatar
murray607 murray607 is offline
Senior Member
Join Date: Nov 2012
Location: Alberta, Canada & Pinellas Village
Posts: 278
Thanks: 0
Thanked 1 Time in 1 Post
Default

Quote:
Originally Posted by ijusluvit View Post
Arlene Udick, 352-391-1888

She is a very experienced attorney specializing in estate and business law. She is also honest, efficient and very reasonable. In our case she registered our property with an inexpensive "ladybird deed" to protect it from probate. She could have done a more expensive trust but told us "many trusts are initiated by lawyers who want to collect higher fees".
One add-on question.

If a person has a will in another state or country (Canada) which lists their FL property and contents as an asset, do they also need a will prepared for Florida to avoid probate?
__________________
Golf is so popular simply because it is the best game in the world at which to be bad.
A. A. Milne
  #7  
Old 11-15-2013, 01:17 PM
Fairmount's Avatar
Fairmount Fairmount is offline
Junior Member
Join Date: Sep 2013
Posts: 25
Thanks: 6
Thanked 0 Times in 0 Posts
Default

Quote:
Originally Posted by murray607 View Post
One add-on question.

If a person has a will in another state or country (Canada) which lists their FL property and contents as an asset, do they also need a will prepared for Florida to avoid probate?
Wills do not avoid probate. Trusts are used to avoid probate
__________________
Village of Poinciana
You don't have to be a weatherman to know which way the wind blows
  #8  
Old 11-15-2013, 05:17 PM
Paperboy Paperboy is offline
Senior Member
Join Date: Mar 2011
Location: Village of St. James & Tomahawk,Wi.
Posts: 445
Thanks: 0
Thanked 2 Times in 2 Posts
Default

Quote:
Originally Posted by Fairmount View Post
Wills do not avoid probate. Trusts are used to avoid probate
I'm a snow bird from Wis. 5 1/2 mo. there & a Fl. resident for 6 1/2 mo. I have a Wis. trust; do I have to have it redone since I am now a Fl. RESIDENT?
Any retired lawyers out there with advise on this matter?
  #9  
Old 11-15-2013, 06:04 PM
ijusluvit ijusluvit is offline
Platinum member
Join Date: Jun 2008
Posts: 1,688
Thanks: 0
Thanked 4 Times in 4 Posts
Default

Quote:
Originally Posted by Paperboy View Post
I'm a snow bird from Wis. 5 1/2 mo. there & a Fl. resident for 6 1/2 mo. I have a Wis. trust; do I have to have it redone since I am now a Fl. RESIDENT?
Any retired lawyers out there with advise on this matter?
Call Arlene Udick. Unless things are more complicated than presented here, I believe she will give you the answer over the phone.
  #10  
Old 11-16-2013, 06:47 AM
skip0358's Avatar
skip0358 skip0358 is offline
Soaring Eagle member
Join Date: Jul 2007
Location: The Villages Florida
Posts: 2,290
Thanks: 89
Thanked 325 Times in 110 Posts
Default

Another vote for Susan Sullivan. She'll only do what is needed and if yours is OK she'll tell you. Not out to take you over the coals.
__________________
Patchogue, NY; Village of Bonita Sept.09
  #11  
Old 11-16-2013, 10:26 AM
Fairmount's Avatar
Fairmount Fairmount is offline
Junior Member
Join Date: Sep 2013
Posts: 25
Thanks: 6
Thanked 0 Times in 0 Posts
Default Review of out of state trust

Quote:
Originally Posted by Paperboy View Post
I'm a snow bird from Wis. 5 1/2 mo. there & a Fl. resident for 6 1/2 mo. I have a Wis. trust; do I have to have it redone since I am now a Fl. RESIDENT?
Any retired lawyers out there with advise on this matter?
I am retired Judge and former lawyer from Wisconsin. I think it prudent to have all of your estate plan documents from Wisconsin reviewed for compliance with Florida law.
__________________
Village of Poinciana
You don't have to be a weatherman to know which way the wind blows
  #12  
Old 11-16-2013, 03:49 PM
moira moira is offline
Junior Member
Join Date: Feb 2009
Location: Tamarind Grove
Posts: 12
Thanks: 0
Thanked 0 Times in 0 Posts
Default

Quote:
Originally Posted by ricthemic View Post
Where is the first vote? Contact info?

Post #3 by Mac gives Susan Sullivan's contact info, 352 689-0045.

Another vote cast for Susan Sullivan...professional, extremely knowledgeable and asked us what we would prefer in certain circumstances that never even occurred to us but were right on target if you're doing your last wishes. We were very satisfied and have referred her to many.
  #13  
Old 11-16-2013, 04:14 PM
villager villager is offline
Veteran member
Join Date: Oct 2007
Posts: 753
Thanks: 13
Thanked 3 Times in 3 Posts
Default

Another vote for Susan Sullivan. She did all our family's documents and we continually use her for any legal needs. Thankfully, that's not very often!
  #14  
Old 11-16-2013, 04:24 PM
SusanOfWoodbury SusanOfWoodbury is offline
Senior Member
Join Date: Oct 2012
Location: Woodbury
Posts: 231
Thanks: 0
Thanked 0 Times in 0 Posts
Default

Quote:
Originally Posted by chappy View Post
Can anyone recommend a good lawyer to update our wills from another state? There are so many giving presentations and free consultations, it is hard to choose.
Deborah Simms, she is located on Rt 466 near Rolling Acres.. She also has an office in Orando
phone #407 331 4529
  #15  
Old 11-16-2013, 05:02 PM
tommy steam tommy steam is offline
Gold member
Join Date: Dec 2011
Location: New York, Georgia , Arizona, Vietnam 66 67
Posts: 1,358
Thanks: 0
Thanked 6 Times in 6 Posts
Default

Good information
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 11:00 PM.