by Haimo Law | Apr 15, 2013 | Asset Protection, Strategy
Shifting, Preserving and Protecting Wealth for Generations The amount of an estate that is exempt from estate tax is presently $5.25 million (“Unified Credit”). The rate of estate and gift tax that you can expect to pay above this amount is presently 40%....
by Haimo Law | Apr 1, 2013 | Fundamentals, Trusts
Duties and Powers of Trustee Under Florida’s Trust Code PART VIII DUTIES AND POWERS OF TRUSTEE 736.0801 Duty to administer trust. 736.0802 Duty of loyalty. 736.0803 Impartiality. 736.0804 Prudent administration. 736.0805 Expenses of...
by Haimo Law | Apr 1, 2013 | Fundamentals, Trusts
Office of the Trustee Under Florida’s Trust Code PART VII OFFICE OF TRUSTEE 736.0701 Accepting or declining trusteeship. 736.0702 Trustee’s bond. 736.0703 Cotrustees. 736.0704 Vacancy in trusteeship; appointment of successor. 736.0705 Resignation...
by Haimo Law | Apr 1, 2013 | Trusts, Types of Trusts
Creditors’ Claims, Spendthrift and Discretionary Trusts PART V CREDITORS’ CLAIMS; SPENDTHRIFT AND DISCRETIONARY TRUSTS 736.0501 Rights of beneficiary’s creditor or assignee. 736.0502 Spendthrift provision. 736.0503 Exceptions to spendthrift...
by Haimo Law | Mar 31, 2013 | Fundamentals, Trusts
Judicial Proceedings Under Florida’s Trust Code PART II JUDICIAL PROCEEDINGS 736.0201 Role of court in trust proceedings. 736.0202 Jurisdiction over trustee and beneficiary. 736.0203 Subject matter jurisdiction. 736.0204 Venue. 736.0205 Trust...