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  • Removing a Nominated Personal Representative (And why the courts need discretion to do it)

    In Pontrello v. Estate of Kepler, 528 So.2d 441 (Fla. 2d DCA 1988), the court made a rather overwrought proclamation: “A judge treads on sacred ground… when he overrides the testator's directions regarding the appointment of the person in whom the decedent placed his trust to administer his estate according to the powers given in…

  • Transferring the Farm Before You Buy the Farm – Estate Tax on Family Business

    How Uncertainty in Proposed Changes to §2704 Affects Tax Liability and Minority Interest Transfers for Family-Controlled Business Owners Valuation discounts are a way for owners of family-controlled business to reduce the tax burden of their estates by transferring minority interests in the business to family members. These minority interests carry certain restrictions, such as non-liquidation…

  • Elements of a Basic Will in Florida

    DISCLAIMER: The following is legal information and NOT legal advice. Nothing in the article below should be construed to create an attorney-client relationship, and I strongly recommend that you see an attorney to at least have him or her look over your estate documents. Give us a call at (407) 706-3967 if we can help.…

  • TANGIBLE PERSONAL PROBATE PROPERTY- The Car, the Kitsch, the Couch, and the Cat

    If you are the personal representative of a loved-one’s estate, there are generally three types of property that you’ll encounter during estate administration: real property (homes and land), intellectual (intangible) property, and tangible personal property. This post deals with the last category, tangible personal property, which I will shorten to “TPP” from here on out.…