Sheppard, Brett, Stewart, Hersch, & Kinsey, P.A. Attorneys at Law

Category Archives: Uncategorized

Why Update My Trust?

November 25, 2008 – 2:10 pm

Not too long ago I received a call from a child of a client that hasn’t visited with me in almost eighteen years. We drafted a revocable trust for this client back then. At the time the federal estate tax exemption was lower than it is today, but she also had fewer assets, and those […]

By Craig R. Hersch | Comments (0)

Trustee Liability

October 3, 2008 – 7:14 am

Regular readers of this column know that I consider the family member who takes on the responsibilities as trustee of a parent’s revocable living trust to have taken on serious obligations as opposed to having an honor bestowed upon them. Recent changes to the Florida statutes underscore this thought.
 
When a parent becomes incapacitated or dies, […]

By Craig R. Hersch | Comments (0)