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Monthly Archives: October 2021

Legal7

Understanding A Trustee’s Duty To File Trust Accountings

By Mark R. Manceri, P.A. |

The trustee of a trust is accountable to the beneficiaries of that trust. In this context, accountability means that Florida law requires the trustee to provide any “relevant information” regarding the trust to the beneficiaries. This includes an annual accounting of the trust’s assets. Section 736.08135 of the Florida Statutes provides the general framework… Read More »

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Will7

What Do I Do If I Suspect Will Forgery?

By Mark R. Manceri, P.A. |

Many people are surprised, if not shocked, to learn that they inherited nothing from a family member’s estate. In some cases the excluded family member may suspect the will itself was forged or tampered with in some way. Although will forgery is rare, it does happen. So what steps should you take if you… Read More »

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EstateDispute

When Is An Asset Actually Transferred Into A Trust? And Why Does It Matter?

By Mark R. Manceri, P.A. |

When a person transfers an asset to a revocable living trust, it is no longer considered a probate asset. In other words, when the person dies, the asset previously placed in the trust does not pass under the terms of the person’s will. It is a non-probate asset. There are of course cases where… Read More »

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Online

What Are The Different Types Of Fiduciaries In Florida?

By Mark R. Manceri, P.A. |

A fiduciary is someone authorized to act on behalf of another person in some capacity. When it comes to probate estates, trusts, and guardianships, there are a number of different kinds of fiduciaries who may be responsible for administering someone else’s property. The terminology is often confusing to family members who are inexperienced with… Read More »

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