floridaestateplanning

Family discussing trust administration with an estate planning lawyer.

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

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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 […]

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elder law estate planning

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

Leave a Comment / Elder Law, Estate Planning /

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

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