A trust, unlike a will, is a private document that does not need to be filled within a probate court. At the Law Offices of David F. Andersen, P.A., our Miami trust lawyers can help with the trustee deal with the successor.
Before we can help, though, the successor trustee must take the following steps in order to administer the trust:
- Prepare a document that includes all inventory, assets and funds from the estate.
- Trust and follow the advice of an experienced Miami trust attorney in order to avoid reduced estate or income taxes and to protect against personal liability.
- Analyze all legal and tax consequences before distributing any assets
- Follow all instructions of the trust and gather all receipts from distributions
If you’re wanting to get in contact with one of our Miami Trust Attorneys at The Law Offices of David F. Andersen, P.A. Call either (305) 825-4052 or (877) 456-0818 to speak with an experienced Trust Lawyer in Florida.
You may also fill out our consultation form at https://dfalaw.com/consultation-request/
David F. Anderson attorney at law located in Miami, Florida specializes in long term care, Condominium law, Medicaid planning, Corporate structures, Residential real estate, Asset protection, Commercial real estate, Family law, Title insurance, Bankruptcy, Mortgage law, Association Law throughout Dade County, FL and the surrounding area