ESTATE PLANNING is the process by which one plans for the management of one’s personal and financial affairs in the event of disability, incapacity, or death. Depending on the client’s needs, an estate plan may include the use of wills, trusts, powers of attorney, health care surrogate and living will. More sophisticated planning may include special needs trusts, limited liability companies, family partnerships, and foreign trusts or companies.
PROBATE is the process by which a decedent’s assets are distributed upon death in accordance with a person’s will or by statute in the event that there is no valid will. The manner in which the assets are titled may determine whether probate is required. For example, an asset titled in the sole name of the decedent at the time of the decedent’s death normally requires probate. However, assets that are held in a trust, jointly with another or where a beneficiary is designated on an account normally do not require probate. A thorough and complete review of the manner in which a decedent’s assets are titled at death is necessary to properly advise the client as to the manner in which a decedent’s estate must be administered.
GUARDIANSHIP is the process by which a person or entity is appointed by the court to administer the personal and/or financial affairs of a person who is legally adjudicated to be partially or totally incapacitated. There are various forms of guardianship including involuntary guardianship, voluntary guardianship, or guardianship of a minor. Guardianship should be pursued as a last resort and the need for a guardianship can be avoided with the proper planning that may include power of attorney, designation of health care surrogate, and a revocable trust.
ELDER LAW is the practice of law regarding issues regarding the elderly and persons with special needs. Elder law often involves assisting individuals with qualifying for government benefits such as Medicaid.
MEDIATION is the process by which a mediator facilitates the resolution of pending legal matters between parties. Mediation allows the parties (rather than the Court) to determine how to resolve their issues on their own terms. Mediation is a way to avoid costly litigation between parties. As a Florida Supreme Court Certified Circuit Court Mediator, I can assist in the resolution of matters between parties in the areas of probate, guardianship, and elder law issues.
Please contact us for a free initial consultation. Se habla español.
The Law Office of Lawrence Levy, P.A.
12525 Orange Drive Suite 703
Davie, Florida 33330
CONTACT US: 954-634-3343
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