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Tagged: estate planning lawyer

Adoption Series Part Six: When does a trust beneficiary have legal standing to challenge an adoption?

April 25, 2017Jeffrey A. Cramer Estate Planning, General Law, Probate, Trusts, Wills Adoption, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida trust lawyer, inheritance, Last Will, trust, trustee

For some reason, Florida has had more than its fair share of interesting adoption questions. Remember the man that tried to adopt his girlfriend!  (Adoption Series Part 2, June 13, 2014.  Other prior blogs on adoption include:  How does an adopted person inherit? (Adult Adoption Series Part 1, May 30, 2014), Part 3(August 22, 2014), “Virtual” Adoption-No Court Required! (Adoption Series Part 4, September 8, 2014), Can Adoptee Challenge the Legality of Her Own Adoption in Order to Inherit from Her Biological Parent? (Adoption Series Part 5, May 15, 2015).

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Preventing Alzheimer’s

August 29, 2016Jeffrey A. Cramer Areas of Practice, Elder law, Estate Planning Aerobic Exercise, Alzheimer's, Cognitive Skill, dementia, Elder Law, Estate Planning, estate planning lawyer, Exercise, Jacksonville estate planning lawyer, Reduce Heart Disease, Socialize
Walking exercise

More and more medical research is appearing which links simple lifestyle changes to preventing cognitive decline.  A recent article in the August 22, 2016 issue of Time Magazine highlights research by a Virginia neurologist, Dr. Majid Fotuhi.  He emphasizes six lifestyle changes that may help protect your brain as you age:

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Marrying With Assets:

Keeping Your Estate Plan Intact [Part II]

February 6, 2015Jeffrey A. Cramer Estate Planning, Newsletter Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida estate planning, Florida homestead, homestead, homestead property, Jacksonville Estate Planning, marriage, second marriage
Homestead

This is the second installment in our series discussing the impact of marriage on the legal rights of spouses to share in each other’s assets. We now focus on what happens to a married person’s “homestead” property (primary residence) when he or she passes away.

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Marrying with Assets:

Keeping Your Estate Plan Intact [Part I]

January 27, 2015January 27, 2015Jeffrey A. Cramer Estate Planning, Newsletter, Probate, Trusts, Wills Estate Planning Attorney, estate planning lawyer, Florida, Florida estate planning, Florida Estate Plannning, Jacksonville Estate Planning, Jacksonville trust lawyer, Jacksonville will, trust, Trusts, will, Wills

This newsletter begins a series discussing the impact of marriage on the legal rights of spouses to share in each other’s assets.  We begin by talking about the “elective share” and the “pretermitted spouse.”

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ADOPTION SERIES – PART 3: HOW DOES AN ADOPTED PERSON INHERIT?

August 22, 2014September 1, 2014Jeffrey A. Cramer Estate Planning, Newsletter, Trusts, Wills Adoption, adult adoption, beneficiary, child, children, children beneficiaries, default will, disputes between heirs, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida estate planning, Florida estate planning lawyer, Florida Estate Plannning, Florida trust lawyer, Florida will lawyer, inherit, inheritance, intestacy, intestate, intestate estate, intestate succession, Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville trust, Jacksonville trust lawyer, Jacksonville will, Jacksonville will lawyer, kids, Last Will, probate estate, revocable living trust, siblings

We recently have written about how adopting an adult can allow an unrelated person to share in an inheritance (unless it is done with improper motives).  But how, and from whom, do adopted persons (whether they are adults or children) inherit under Florida law?

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PRECATORY LANGUAGE: THE DANGER OF UNLIMITED DISCRETION

August 11, 2014Jeffrey A. Cramer Estate Planning, Newsletter, Trusts, Wills assets, beneficiary, disputes between heirs, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida estate planning, Florida estate planning lawyer, Florida homestead, Florida probate attorney, Florida trust lawyer, Florida will lawyer, gift, homestead property, inherit, inheritance, Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville probate attorney, Jacksonville trust, Jacksonville trust lawyer, Jacksonville will, Jacksonville will lawyer, Last Will, personal representative, precatory language, probate attorney in Jacksonville, probate estate, probate lawyer, probate lawyer in Jacksonville, revocable living trust, will challenge, will contest

Wording in a will or trust which allows a named person to decide where your property and money should go after your death (instead of you making that decision ahead of time) is called “precatory” language.  An example is the recent Florida case of Cody v. Cody, where Earler Martin’s will left his home, and the rest of his estate, to one of his three stepsons, “to divide between [himself and his brothers], as he sees fit and proper.”  Earler’s wish was probably that the inheriting stepson, Buford, divide up the home and other property equally between himself and his brothers.  However, the words he chose to express that desire defeated that intent.

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UTMA AND UGMA ACCOUNTS: SMART SAVINGS PLAN OR TRAP FOR THE UNWARY?

July 29, 2014July 29, 2014Jeffrey A. Cramer Estate Planning, Guardianship, Newsletter, Trusts estate, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida estate planning, Florida estate planning lawyer, Florida Estate Plannning, guardian, guardian for minor child, Guardianship, Guardianship Attorney, Jacksonville, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville Guardianship, Jacksonville trust lawyer, Keywords: estate planning, kids, minors, Newsletter, trust, trustee, Trusts

When working with clients who have minor children, we spend a lot of time discussing the kids: their individual personalities, the values the clients are trying to instill, and concerns for their future. We do our best to craft an estate plan that will secure the children’s financial future. This usually involves planning both from a financial perspective (making sure there is enough money for future expenses, especially if something happened to the clients), with the help of the clients’ financial advisors, and from a legal standpoint (ensuring the children will have access to any money when and how the clients judge best).

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SENIOR DRIVING: FINDING A BALANCE BETWEEN INDEPENDENCE AND SAFETY

July 11, 2014Jeffrey A. Cramer Elder law, Newsletter aging, assisted living, dementia, disability, disability planning, Elder Law, elder law attorney, elder law lawyer, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida, Florida estate planning, Florida estate planning lawyer, Florida trust lawyer, Florida will lawyer, Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville trust, Jacksonville trust lawyer, maintaining control, senior driving

The number of seniors (Americans aged 65 or older) who drive is on the rise.  In fact, from 1999 to 2009, statistics show a 20% increase in senior drivers.  The AAA Foundation for Traffic Safety predicts that this trend will continue; seniors will make up 25% of the drivers on the road by 2025 and there will be at least 60 million senior drivers by 2030.

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(ADULT) ADOPTION SERIES – PART 2: MAN TRIES TO ADOPT HIS GIRLFRIEND!

June 13, 2014August 22, 2014Jeffrey A. Cramer Estate Planning, Newsletter, Trusts Adoption, adult adoption, asset protection, beneficiary, children beneficiaries, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida, Florida estate planning, Florida estate planning lawyer, Florida trust lawyer, Florida will lawyer, inherit, inheritance, Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville probate attorney, Jacksonville trust, Jacksonville trust lawyer, Jacksonville will, Jacksonville will lawyer, kids, litigation, minors

In the first part of this series, we discussed how failing to address the issue of adult adoption in your estate plan can cause unnecessary litigation after your death, even when there is nothing sinister about the adoption.  In this article, we will discuss what happened to a man who attempted to use adult adoption to preserve his lavish lifestyle at the expense of his biological children.

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FAILURE TO UPDATE YOUR ESTATE PLAN: THE UNEXPECTED BLESSING

May 16, 2014Jeffrey A. Cramer Estate Planning, Newsletter, Probate, Trusts, Wills Adoption, beneficiary, child, children, children beneficiaries, estate, Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida, Florida estate planning, Florida estate planning lawyer, Florida Estate Plannning, Jacksonville, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville probate attorney, Jacksonville trust, Jacksonville trust lawyer, Jacksonville will, Jacksonville will lawyer, Jacksonville will lawyer; Jacksonville trust lawyer, Keywords: estate planning, Keywords: probate, kids, New Florida resident, Newsletter, Probate, probate attorney in Jacksonville, probate estate, probate lawyer, probate lawyer in Jacksonville, Trusts

Sometimes blessings occur when we least expect them, but a lack of planning for such blessings can have unpleasant results. In the recent case of Maher v. Iglikova, a Florida court dealt with the ramifications of an unexpected blessing: the discovery of a previously unknown child.

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