Digital Assets in the Estate Planning Universe August 5, 2013 (slightly amended in April 21, 2018) By: Barry E. Haimo, Esq. The objective of an estate planning attorney is to help our clients plan for and execute a smooth and efficient transfer of assets in both terms of...

An Overview of Intellectual Property Rights   By: Danielle Bratek, Esq. July 29, 2013   Tangible vs. Intangible (Intellectual) Businesses possess both tangible and intangible assets. Both types are valuable to a business, but some are easier to identify and evaluate than others. Items which can be touched or held are referred...

The Fall of Florida’s Gay Adoption Ban Both Florida's laws of intestacy and most estate planning documents address the implications surrounding the existence of adopted children in connection with inheritance of a decedent's (a deceased person) estate. As mentioned in prior posts, same sex couples in...

When Adult Adoption Goes Too Far (Relating to Inheritance)   Florida law provides for adopted children to be included in the definition of descendant for purposes of the laws of intestacy. Most documents provide similar language to ensure that adopted children are treated as children for inheritance...

  By: Barry E. Haimo, Esq. June 27, 2013   Challenges Created by Minority Ownership Interests Bottom line: You may have control of an entity by owning a majority interest in the company. However, in some circumstances, the law protects minority owners' interests, which can wreak havoc on your ability...

June 19, 2013 By: Barry E. Haimo, Esq. WHAT IS A CREDITOR AND WHY SHOULD I CARE?   In order to understand asset protection and business planning, you need to understand what a creditor is. A creditor is a person or entity to whom you owe money or property....

By: Barry E. Haimo, Esq. June 12, 2013 The Limited Liability Company (LLC) Operating Agreement   Overview A well drafted and crafted operating agreement is extremely comprehensive and covers management, operation, tax and transfers. In particular, it will address how the company is managed and by whom it is managed....

List of Burdens of Failure to Plan Ahead Ignorance is bliss - First ask yourself if you want to learn about estate planning knowing it will probably change your attitude and propel you into action. In other words, you need to decide whether you want to...

Estate Planning Is About Family Planning   May 29, 2013 By: Barry E. Haimo, Esq. Basic estate planning typically includes a last will and testament, one or more revocable trusts, a power of attorney, health care surrogate and a living will. These documents prepare you for both during life...