Skip to content

Cramer Law Center

Planning Your Family's Future

Cramer Law Center Logo
Our TeamMeet the Cramer Law Center TeamServicesLearn About the Services We OfferBlogLatest News and InformationF.A.Q'sHow do I get started? and Other Questions
(904) 448-9978

Tagged: Florida estate planning lawyer

Annual Client Meeting Recap

May 2, 2018Jeffrey A. Cramer Areas of Practice, Clients, Estate Planning, Trusts digital assets, Estate Beneficiaries, Estate Planning Attorney, Florida estate planning lawyer, inheritance, Jacksonville trust lawyer, Last Will, Life Legacy Families

One of the cornerstones of our mission to create estate plans “that work” is our annual client meeting. Every spring client members of our LifeLegacy program gather to hear updates on the practice, learn about legislative and other legal changes of the past year, socialize, and discuss topics of vital importance to their estate planning. This year over 40 clients participated in one of our liveliest discussions ever.

Continue Reading...
Leave a comment

The Intersection Between Exploitation of the Elderly and Guardianship – Be Careful Crossing!

April 11, 2018April 11, 2018Jeffrey A. Cramer Areas of Practice, Elder Abuse, Estate Planning, Guardianship elder abuse, Exploitation, Florida estate planning lawyer, Guardianship, Scams on Elderly
Scheming

We recently have been involved in a case which highlights the distinction between exploitation and guardianship. An elderly gentleman was being systematically robbed by a younger woman he was infatuated with. She obtained power of attorney and withdrew over $100,000 from his accounts in less than 4 months, before the banks froze those accounts, reported suspicious activity to DCF (Florida Department of Children and Families), and a third party intervened to file a guardianship. Had she continued at that pace, he would have been flat broke in a little over a year.

Continue Reading...
Leave a comment

Physician Orders for Life-Sustaining Treatment (POLST)

October 10, 2017Jeffrey A. Cramer Estate Planning, Living Will, Trusts, Wills Advanced Medical Directives, Designation of Health Care Surrogate, Estate Planning, Florida estate planning lawyer, Jacksonville estate planning attorney, Life-Sustaining Treatment, Living Will, Senate Bill 228, Trusts, Wills
Life Sustaining Treatment

Sometimes the best decision by a legislature is not to pass a bill.  Among the bills that did not pass the Florida Legislature in 2017 was Senate Bill 228, which would have made POLST a law in Florida.  It died in the Senate Judiciary Committee.  About twenty states have enacted POLST legislation.

Continue Reading...
Leave a comment

Announcing Our New Branch On Amelia Island!

September 16, 2015Jeffrey A. Cramer Elder law, Estate Planning, Guardianship, Probate, Trusts, Wills Amelia Island, Estate Planning, Estate Planning Attorney, Florida estate planning, Florida estate planning lawyer
New Cramer Law Center Branch Amelia Island

We're thrilled to announce the opening of a new branch office on Amelia Island in order to better meet the estate planning and related needs of Northeast Florida residents! The office is located at 5211 South Fletcher Avenue.

Continue Reading...
Leave a comment

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?

Continue Reading...
Leave a comment

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.

Continue Reading...
Leave a comment

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).

Continue Reading...
Leave a comment

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.

Continue Reading...
Leave a comment

(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.

Continue Reading...
Leave a comment

(ADULT) ADOPTION SERIES – PART 1

May 30, 2014Jeffrey A. Cramer Estate Planning, Newsletter, Trusts, Wills Adoption, beneficiary, Estate Planning, Florida estate planning, Florida estate planning lawyer, Florida Estate Plannning, Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Trusts, will

When people think about adoption, images of a young child in need often come to mind. Yet, Florida law contemplates a broader vision. Under Florida Statute § 63.042(1) “[a]ny person, a minor or an adult, may be adopted.” The recent Florida case Dennis v. Kline demonstrates the complications that may arise when an estate plan allows adopted children to become beneficiaries, but fails to address whether “adopted children” includes adopted adults.

Continue Reading...
Leave a comment

Posts navigation

← Older posts

Sign Up for our Newsletter

We respect your privacy and will never sell, rent , trade, or share your email with any other person or organization. Our Privacy Policy.

By Category

  • Areas of Practice
  • Business Succession Planning
  • Clients
  • Corporate
  • Durable Power of Attorney
  • Elder Abuse
  • Elder law
  • Estate Owned Automobiles
  • Estate Planning
  • Estate Tax Law
  • Facebook
  • Feeding Tube
  • Florida Homestead
  • General Law
  • Guardianship
  • Homestead
  • Homestead Owners
  • Homestead Property
  • Living Will
  • Medicaid Planning
  • Medicare Planning
  • Movies Relating to Estate Planning
  • Newsletter
  • Organ Donation
  • Persistent Vegetative State
  • Pet Trust
  • Probate
  • Probate Estate
  • Safe Deposit Boxes
  • Scams on the Elderly
  • Trusts
  • Twitter
  • Uncategorized
  • Wills

Ratings/Memberships

Lawyer Jeffrey Cramer | Top Attorney Estate Planning
AV Rating
National Network Of Estate Planners

Contact Us Now









captcha


Search

Locations

Jacksonville

Cramer Law Center, P.L.
4655 Salisbury Rd #100A
Jacksonville, FL 32256

Disclaimer

The hiring of a lawyer is an important decision which should not be based solely upon advertisements. Before you decide, please ask us to send you free written information about our qualifications and experience.

Read the Full Disclaimer

Proudly powered by WordPress | Theme: cramerlawcenter by Mike Palmer.