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Monthly Archives: January 2021

Executor

Important Factors to Consider When Choosing a Pompano Beach Trustee

By Mark R. Manceri, P.A. |

When you are creating a Trust, you must choose at least one Trustee. They will handle the trust administration, make disbursements when required, and ensure they always have the beneficiaries’ best interests in mind. It’s not a decision to take lightly; otherwise, it could lead to disputes. Your trust’s beneficiaries may be forced to… Read More »

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TrustD

How to Remove a Florida Trustee

By Mark R. Manceri, P.A. |

Choosing a Trustee is an important decision. It’s one that must be carefully made because this individual will be responsible for maintaining your trust assets and overseeing distributions of these assets in accordance with your instructions. If you choose a Trustee that ends up breaching their duties or is unqualified, the beneficiaries may want… Read More »

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Will11

Testamentary Capacity at the Time of Execution

By Mark R. Manceri, P.A. |

Courts are generally reluctant to invalidate Wills, unless a beneficiary or heir can provide proof of one of a few types of fraud, including forgery, undue influence, and a lack of testamentary capacity. Even when there is evidence of one of these kinds of fraudulent activities, a Court will only review allegations through a… Read More »

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Tax5

What Does it Mean to Provide a Trust Accounting?

By Mark R. Manceri, P.A. |

Florida law requires those who are placed in charge of administering Trusts, also known as Trustees, to fulfill certain responsibilities to the beneficiaries of the Trust in question. One of these requirements is a mandate to keep beneficiaries informed of the Trust, as well as its administration, which includes a duty to provide a… Read More »

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