floridaestateplanning

Family discussing trust administration with an estate planning lawyer.

What Is a Designated Representative in a Trust and Why It Matters

When creating a trust, you might consider appointing a Designated Representative to simplify the administration process. This role is especially useful for complex trusts, trusts with multiple beneficiaries, or situations where minors or incapacitated individuals are involved. What Is a Designated Representative? A Designated Representative is someone appointed to act on behalf of one or […]

What Is a Designated Representative in a Trust and Why It Matters Read More »

elder law estate planning

Estate Planner’s Role in Working with Elderly Clients and Their Children

When estate planners work with elderly clients, the dynamic often involves not just the client but also their adult children. Managing these relationships requires a delicate balance to ensure that the client’s wishes are respected while also addressing the concerns of their children. This blog explores the estate planner’s role in navigating this complex dynamic

Estate Planner’s Role in Working with Elderly Clients and Their Children Read More »