What Are Florida’s Laws on “Descent and Distribution”? By: Barry E. Haimo, Esq. February 4, 2021 It’s never easy dealing with the loss of a loved one. However, there will come a point when decisions need to be made about the possessions they’ve left...
Trust Representation Under Florida’s Trust Code By: Barry E. Haimo, Esq. January 22, 2021 When most people in our state think of a “representative,” they likely imagine a personal representative — the individual who handles another’s affairs...
What Can I Expect the Process of Representation to Be Like? Click here to view our Representation Road Map. First, we will send you a brief introductory questionnaire. Acquiring information in advance helps focus our meeting together. We will then sit down...
Where is the Initial Meeting? Family and business dynamics are extraordinary in nature. Each family and business is unique and you can imagine how estate and business planning can get extremely personal. It is for this reason that we generally meet clients...
What is an Engagement Agreement? An engagement agreement reflects the material terms of representation. We have learned through experience that clients prefer a concise outline of what they can expect from the firm and what the firm can expect from them. These terms...
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