By: Barry E. Haimo, Esq. December 11, 2018 What Are Educational Trusts and How Do They Work? You don’t have to be extremely wealthy to set up a trust fund for your loved ones. With the right guidance from a knowledgeable Florida trust attorney, you can easily set...

By: Barry E. Haimo, Esq. January 17, 2019 What You Should Know about Charitable Trusts and the New Tax Law As another year winded down and we balanced spending time with loved ones and sending off final charitable donations, some are already gearing up for the new tax...

The Essence of Trusts Diana thought that she had learned her lesson when her husband, Benny, died without any kind of estate planning documents. The lengthy probate was made doubly difficult because they had a business together as well as a son with disabilities. With no...

What Is a Trust? By: Barry E. Haimo, Esq. March 27, 2014 A trust is an incredibly valuable and versatile tool that can enable you to accomplish many of your estate and business planning objectives. There are all kinds of different types of trusts out there, many with very specific...

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...

  Protect Life Insurance Payouts from Creditors with Trusts - Part 1 By: Barry E. Haimo, Esq. July 21, 2015 Life insurance can be a valuable financial asset and effective estate planning tool. As a general rule, the proceeds of a life insurance policy are paid to a designated...

Probate: Beast or Burden   I said it before, and I'll say it again: probate is time consuming, expensive and unpredictable. It presses a lot of emotional pressure points that can really be a terrible burden on your family. I've seen it both professionally and...

By: Barry E. Haimo, Esq. June 21, 2018 Estate Planning for Special Needs Beneficiaries Life is always a bit more complicated if you are caring for someone with special needs. Depending on the nature of their condition, you will likely need to find them specialized medical help, educational...

By: Barry E. Haimo, Esq. August 15, 2017 Who are the Relevant Parties of a Trust? When you create a trust to protect, grow, and distribute your assets, it involves a number of parties. These parties each perform different necessary roles and have individual responsibilities. In order for...

Ready to See How We Can Help You?