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Will11

Holographic Wills

By Mark R. Manceri, P.A. |

Another situation you sometimes see is a person leaving a handwritten document as a Will. In legal terms this is called a “holographic” Will. This type of will may be valid in Florida, provided it follows the same witnessing requirements as a more traditional typewritten Will. Under Florida law, a valid Will must be… Read More »

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EstPlan9

How a Power of Appointment Can Affect the Rights of Potential Trust Beneficiaries

By Mark R. Manceri, P.A. |

When making a Will or Trust, a person may sometimes grant someone else a “power of appointment.” This is basically the authority to decide how to dispose of particular property. Let’s take a simple example. Say you have a large collection of vinyl records. You cannot decide who to leave them to, as you… Read More »

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Legal12

Can My Ex-Spouse Contest My Will?

By Mark R. Manceri, P.A. |

While a divorce legally dissolves a marriage, it does not necessarily sever all legal and financial ties between former spouses. In some cases, an ex-spouse may continue to be a beneficiary under a Will, Trust, or beneficiary designation. At the same time, divorce does significantly alter the legal ability of a former spouse to… Read More »

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Legal4

Who Is Not Allowed to Serve as the Personal Representative of a Florida Probate Estate?

By Mark R. Manceri, P.A. |

One of the first legal questions that come up after a person dies is, “Who will serve as the Personal Representative of their Estate?” The answer to this question is important. The Personal Representative is the person who is legally responsible for gathering the Estate’s assets and distributing them to the deceased person’s heirs… Read More »

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Beneficiary

Can a Potential Beneficiary Contest a Still-Living Person’s Trust?

By Mark R. Manceri, P.A. |

It is not uncommon for family members to express displeasure with changes to a loved one’s trust. In some cases, the disgruntled family member may even want to file a legal contest to a trust or its amendments. But when is that even permissible? Can anyone challenge a trust, even if the person who… Read More »

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Will8

How Contractual Obligations Can Follow Your Trust or Estate After You Die

By Mark R. Manceri, P.A. |

In general, you are free to make a will or trust free of outside restrictions. However, if you have previously entered into a legal contract where you agree to make certain provisions in your estate plan, the other party can turn around and sue your estate or trust if you did not hold up… Read More »

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FinanPlan

How Do You Prove “Undue Influence” in a Florida Court?

By Mark R. Manceri, P.A. |

“Undue influence” is a type of fraud. Specifically, undue influence refers to a situation where one person effectively overrules the free will of another and effectively forces them to take some legal action. For example, a relative or aide might exercise undue influence to effectively coerce an elderly person into signing a will or… Read More »

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Will10

How Failing to Follow the Rules Can Invalidate a Florida Will

By Mark R. Manceri, P.A. |

One of the easiest ways to encourage a challenge to your will is not to observe the proper legal formalities. A last will and testament need not be a long, complicated document. But it does need to comply with certain basic legal requirements. Failure to comply can make it much easier for a disgruntled… Read More »

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Legal13

How an Unclear Gift in a Will or Trust May Lead to Probate Litigation

By Mark R. Manceri, P.A. |

Sometimes estate and probate litigation is the result of a dispute over the validity of a deceased person’s actions. Other times, it is clear the decedent had the ability to act, but perhaps their intentions were unclear. And anytime there is ambiguous language in a will or trust, potential beneficiaries may initiate litigation simply… Read More »

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Planning3

Can My Child Sue My Estate If I Disinherit Them?

By Mark R. Manceri, P.A. |

When making a will, you have a great deal of flexibility in deciding who will receive your property after you die. Many people like to keep things simple and leave most of their estate to their children. But there are situations where you may decide to leave your child nothing. At first this might… Read More »

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