The Perils of Administering a Trust in Florida By: Barry E. Haimo, Esq. January 20, 2015 If a loved one or close friend asks you to serve as administrator for their trust, chances are good that you’re going to say yes. After all, they are trusting you with...

By: Barry E. Haimo, Esq. March 21, 2017 (revised April 17, 2018) UNDERSTANDING TRUSTS AND THE DUTIES AND RESPONSIBILITIES OF TRUSTEES A trust is a separate legal entity that owns and administers property for the benefit of certain beneficiaries. One or more Trustees are appointed to administer the trust...

By: Barry E. Haimo, Esq. September 1, 2015 The Importance of Funding Your Trust in a Proper and Timely Manner While creating a trust is a good first step, it is by no means the last. For a trust to work effectively, it must be properly funded. “Funding” refers...

When Your Trust Has Been Mismanaged By: Barry E. Haimo, Esq. August 4, 2015 I’ve sung the praises of trusts in many of my previous posts, touting them as an excellent and versatile  estate planning tool that can help preserve and protect assets from creditors and financially irresponsible...

Do I Need a Living Trust?   By: Barry E. Haimo, Esq. May 18, 2015 [VIDEO TRANSCRIPT] BARRY HAIMO:  A living trust is an enormously powerful estate planning vehicle. It will own your property, so you can avoid if not eliminate the need for probate proceeding.  More importantly, relative to...

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