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Tagged: Guardianship Attorney

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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RELATIONSHIP SERIES – PART 3

April 18, 2014Jeffrey A. Cramer Estate Planning, Guardianship, Newsletter, Trusts, Wills Estate Planning, Estate Planning Attorney, estate planning lawyer, Florida, Florida estate planning, Florida estate planning lawyer, Florida Estate Plannning, guardian, guardian advocacy, guardian advocate, guardian for minor child, Guardianship, Guardianship Attorney, health care power of attorney, health care surrogate, Jacksonville (plus any combo of attorney/lawyer/will/trust etc.), Jacksonville Estate Planning, Jacksonville estate planning attorney, Jacksonville estate planning lawyer, Jacksonville Guardianship, Jacksonville trust, Jacksonville trust lawyer, Jacksonville will, Jacksonville will lawyer, Jacksonville will lawyer; Jacksonville trust lawyer, Keywords: estate planning, minors, prenuptial, prenuptial agreement, Professional Guardian, revocable living trust, second marriage; divorce, siblings, special needs, special needs planning, Special Needs Trust, special needs trusts, temporary guardian, Trusts, Wills

Our Relationships Series previously has covered the unique estate planning challenges faced by blended families and by same-sex and other unmarried couples.  Today we will address another group that is in dire need of proper planning: families with children under the age of 18.

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CONTESTED GUARDIANSHIP: NOT EVEN THE RICH AND FAMOUS ARE SAFE

January 17, 2013Jeffrey A. Cramer Elder law, Estate Planning, Guardianship, Uncategorized Designation of Preneed Guardian, estate planning lawyer, guardian, Guardianship, Guardianship Attorney, power of attorney, revocable living trust

While even the simplest guardianship is an expensive, lengthy, and public undertaking, a contested guardianship can be much worse.  A contested guardianship is a case in which there are multiple interested persons (usually family members) with different ideas of what is best for the incapacitated person (the “ward”).  As you might imagine, contests like this can drive up the financial and emotional cost of the proceeding, delay results, and air a family’s “dirty laundry” in open court.

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