Category Archives: Will & Trust Modification
Fixing a Trust Versus Changing One: Why Reformation and Modification Are Not the Same
Families often use the words “fix,” “change,” and “update” interchangeably when talking about a trust that no longer works the way it should. Legally, Florida law treats these situations very differently depending on why the trust needs attention. Trust reformation and trust modification are two distinct remedies. Confusing the two can derail a case… Read More »
Reasons to Modify a Florida Trust
Florida law restricts your ability to modify the terms of a Trust in order to protect the Grantor’s intention. Notwithstanding, Florida law does allow for the modification of a Trust under certain circumstances. If the Grantor’s circumstances have changed and they need or want to make changes, you will need the assistance of a… Read More »
Moving to Florida? You May Need To Update Your Estate Planning Documents
The sun, sand, and surf are drawing more people than ever to the Sunshine State, and the data bears this out. According to the U.S. Census Bureau, Florida came in second next to Texas for having the most numeric growth from 2016-2017. Between the summer of 2016 to the summer of 2017, almost 900… Read More »
Mark R. Manceri, P.A. is a boutique law firm that specializes in Estate, Trust and Guardianship litigation. These matters include Will and Trust contests involving lack of capacity, undue influence, forgery, improper execution and tortious interference...