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Articles Posted in Testamentary Capacity

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Estate planning helps to preserve the rights of our elders or special needs persons and addresses guardianship head on

Guardianship – What is it? Answer: A court intervention to safeguard the property and personal care of an individual unable to make such decisions themselves. A person under guardianship becomes a ward of the court.  State law establishes the process for determining an adult’s need for guardianship, which involves a…

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Our farmers are at high risk

Elder abuse: the farmer population as the next potential target Florida is a state well-known for its agriculture. In fact, within the United States, it is safe to presume that most people think that the best oranges come from Florida (we certainly think they do). Agriculture is the second most…

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Elder financial exploitation, Trust litigation and Undue influence

What is elder financial exploitation? The Florida Department of Elder Affairs defines elder financial exploitation as “the illegal or improper use of another individual’s resources for personal profit or gain.”  This exploitation takes on many forms involving deception and/or coercion, including the improper use of a power of attorney. What…

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Do you know an elderly neighbor who is being abused? Get help.

Elder Abuse and Undue Influence Awareness Did you commemorate World Elder Abuse Awareness Day? June 15, 2017 marked the twelfth annual World Elder Abuse Awareness Day, or WEAAD. Elder abuse, especially elder financial exploitation, has been called the crime of the 21st century. However, based on national surveys, elder abuse…

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Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditors

Legal Capacity and Estate Planning- How to Help Safeguard a Will from Future Litigation When a loved one grows older, their caretakers’ ever growing to-do list can become overwhelming. After dealing with the basic, everyday needs of an aging family member, it may sometimes be easy to overlook the fact…

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Elder Abuse is a crime, even subtle financial exploitation

Criminalizing Exploitation of the Elderly and Its Effects on Estate Planning For estate planning attorneys, the concept of criminal punishment is not the first thought when asked: “What could be the outcome?” In a typical case, the worst that happens is the client losses their share of an inheritance or…

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Does ingesting medical based pot make you incapable of creating a will or trust?

Possibility of the Effect of Marijuana on Estate Planning In the 2014 legislative session, the Florida Legislature passed the Compassionate Medical Cannabis Act of 2014, which authorizes certain physicians to prescribe low-THC cannabis for use by specified patients.  Nearly two years later, due to legal challenges, Floridians still have not…

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B.B. King, a music legend – Undue Influence and Capacity in real life

B.B. King Estate Fight: One Year Later and No End in Sight Legendary blues musician B.B. King passed away on May 14, 2015 due to congestive heart failure at the age of 89.  In a will created in 2007, King named his longtime business manager, Laverne Toney, as the executor/personal…

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