Trusts 101: What You Need to Know By: Barry E. Haimo, Esq. October 14, 2025 When people hear the word trust, they often think of something that’s complicated, only for the wealthy, or perhaps even unnecessary. But the truth is that trusts are powerful, flexible...
If you’re thinking of setting up a trust and you’ve never done it before, you probably have a lot of questions. How do you do it? Who needs to be involved? How do they work? Are they worth it? In this post, we’re going to try to cover several of those questions to...
What to Consider When Selecting a Successor Trustee By: Barry E. Haimo, Esq. December 16, 2021 Selecting a successor trustee is no easy task. Too often, well-designed estate strategies fail due to poor execution by those in authority. This is true where managing...
Understanding Trusts and the Duties and Responsibilities of Trustees By: Barry E. Haimo, Esq. October 18, 2021 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...
Trust Representation Under Florida’s Trust Code By: Barry E. Haimo, Esq. January 22, 2021 When most people in our state think of a “representative,” they likely imagine a personal representative — the individual who handles another’s affairs...
Trusts Are Like Toothpaste Tubes You read the title correctly. Trusts are in fact a lot like toothpaste tubes. Let me tell you how. First, you have full control over how much toothpaste is squeezed out. You can squeeze out a little or a lot. It’s...
