🗣️Okay, listen up, lawyers! Time is RUNNING OUT! ⚠️ July 1 is the last day to pay your annual fees, fill out your pro bono hours, and submit your trust certificate. The easiest and quickest way to pay is at member.floridabar.org. It is essential that you complete all three tasks, or you may be deemed ineligible to practice. Only a few days are left to pay! ❗
The Florida Bar’s Post
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There are only 3 reasons you would not have access to the assets in your Trust. 🔵 You’ve died. 🔵 You’re alive, but no longer mentally capable to handle your affairs. 🔵 You voluntarily resign “retire” from your role as Trustee of your Trust. For example: You are late in age, have no desire to worry about maintaining the trust’s assets, paying bills, or filing taxes. You can choose to resign wherein your Successor Trustee will now handle the business and maintain the Trust for your care. Have questions? Reach out to the Lubnau Law team at (307) 682-1313.
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Individuals frequently gets confused about creating a Will. Confusion frequently results from misconceptions brought on by ignorance or by similarities between the laws and procedures. These are some widespread misconceptions and real information about will preparation. Myth: Wills are only important for people that have a lot of money. Fact: Wills are important regardless of your wealth. It also helps to protect your children, your pets, and your legacy— while saving your loved ones stress and uncertainty. Myth: A Last Will can be made by people above the age of 40. Fact: Any person above the age of 18 years is eligible to make a Last Will as long as he or she is of sound mind and is free from stress and any form of illnesses. Myth: The certified copy of a Last Will is only available to the Testator and the Executor. Fact: A certified copy of a registered will is available to the testator only during his lifetime. After his death, anybody can obtain a copy from the SRO office after producing proof of death of the testator. Myth: The witnesses mentioned in the last Will and for registration of the last Will have to be the same. Fact: Different persons can be witnesses to the Last Will and during its subsequent registration. Myth: Mentioning a nominee is enough. I do not need to write a Last Will. Fact: The last Will prevails over a nomination. Mentioning a Nominee only assures a smooth transfer of the assets to the nominee. However, other legal heirs can stake a claim on that property. So it is always good to write a Last Will. Myth: Stamp Paper is required to execute the last Will. Fact: You do not require a Stamp Paper to prepare a Last Will. Stamp Duty is not payable on Last Will. You can prepare the last Will on any kind of paper. However, if you want to register a Will, it is necessary to use a stamp paper. #peaceofmindatkinheritance #Willdrafting #WillRegistration #Will #Webinar #Kinheritance #Share #Freewebinar #whoallcanmakeawill #Keyclauses #NRI #Myth #Facts
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Helping YOU make life easier for your family by drafting wills and lasting power of attorney documents you can all understand.
It can be daunting setting up your own business but I have never looked back since. I've never had a particular financial target in mind other than enough to do the things I want with my family and I never anticipated five years ago my next step. We go VAT registered next month! So I am working this weekend to make sure those individual people I've seen already this month are invoiced before the end of Feb. Never have I been so grateful for the extra day in February 😂 We are now booking for meetings in March whether your ✅️ A business owner wanting to protect your employees and family ✅️A parent/grandparent/carer wanting to secure your inheritance for the next generation We can help. If you want to book a short 1.1 to check on our compatibility to work together, please use this link . https://lnkd.in/e5dtQZwY or call 07920 061946. These meetings are 15 minutes long and are not charged. If you know you want to go ahead with a will/LPA instruction then you can book a meeting and see my availability here https://lnkd.in/gt-eQ2R or call 07920 061946. Please plan for the meeting to be between 1 to 1.5 hours long. The meeting is not charged but any further work agreed to will be chargeable. #ExpectTheUnexpected #WillWriting #LastingPowerOfAttorney #EstatePlanning #WhatsYourPlan
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Make sure you check out this session with Matthew Rehnelt. Increase your probate Recoveries and more.
Director of Business Development @ ConServe | Pre and Post Charge-Off Process Builder | Public Speaker
I'm so excited to share that we'll be heading to the east coast and speaking at the upcoming NEW ENGLAND ADJUSTMENT MANAGERS ASSOCIATION INC conference April 11th!!! Big thank you to Jason B. for connecting us last week and to Dan Picard for recommending it months ago! I'll be covering one of my favorite topics: Probate Best Practices to Increase Recoveries! If you haven't signed up yet, you can do it with the link below or reach out Karen Stirling for assistance! #credituniondifference #creditunionsrock #creditunion #collections #probate #conference2024
Events
neama.org
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I’ve said it once and I’ll say it again - an Enduring Power of Attorney and Personal Directive are of two of the most important documents you can have. While we have intestate legislation for if you die without a Will, without an EPA/PD, it is a long and difficult process for someone to jump in and assist you if something happens and you become unable to make financial or personal decisions for yourself. Currently, the process in Alberta for a guardian/trustee Order (the alternative if you don’t have an EPA/PD) includes approximately 50 pages of application materials and an 8-12 month wait. The cost of this order is typically more than double the cost of having your own documents done, even with a lawyer. In addition, the article discusses how it is important for your Attorney/Agent/Executor to be able to easily access the personal planning documents, as well as important information such as email access and pertinent information as to where assets and debts are located, and the contact information for important advisors. I’ve heard a lot of young and healthy people indicate that these documents are for older people, but I have personally dealt with many files where the incapacitied person is young and was healthy prior to an incident that caused the need for a guardian/trustee order. Get your documents in order! It is such a good gift to your loved ones in order to allow them to assist you if needed.
Are you someone's power of attorney? Here are the situations you need to prepare for | CBC Radio
cbc.ca
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Join us on 22nd November for our webinar Formalising Will Trusts After Death. We will look at the process of formalising a will trust after death, focussing mainly on dealing with property trusts such as protective property trusts. This will include: 1. What happens if nothing is done? 2. What steps are advisable? 3. Trust registration with HMRC 4. Further work that may be required, such as changing trustees
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A letter of wishes is a non-binding document that sets out suggestions to your executors and trustees, providing them with guidance on how to administer your estate and any trusts under your Will or in a trust you establish during your lifetime. A letter of wishes does not create legal obligations on your executors and trustees to follow your suggestions and is not considered a Will or part of your Will or a trust agreement. Although a letter of wishes doesn’t create a legal obligation on your executors and trustees to carry out your wishes, in making discretionary decisions it is a relevant consideration that should be taken into account by them. One of the advantages of a letter of wishes is the flexibility it gives you. Unlike a Will, which must follow certain legal formalities, including for execution, to be valid, a letter of wishes doesn’t have such requirements. It can be updated as many times as required, without having to update your Will. Read more on the topic from Stephanie Batista here: https://lnkd.in/dcpwUd3M --- #estateplanning #wills #executors #trusts
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Beneficiary classes in trust deeds should be clearly defined to ensure the assets of the trust benefit the people who the settlor(s) of the trust originally intended. If they are not, then disputes can arise, and the Court may be required to step in to decide who is a beneficiary and who is not. Emma Tonkin and Esmé Johnson Johnson discuss an example of where the Court’s assistance was necessary. Read more about it here. #TrustLaw
Avoiding the Grey Area: Interpreting Trust Beneficiary Classes | Hesketh Henry
heskethhenry.co.nz
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First Coast Chapter of the Paralegal Association of Florida located in Jacksonville, Florida....Join Us! firstcoastpaf@gmail.com
You’re Invited! Date: Thursday, August 15, 2024 Time: 11:45 a.m. (check-in) and 12:00 p.m. (Lunch) Location: The River Club, One Independent Drive, 34th Floor, Jacksonville, Florida Speaker: Holly Howanitz, Esquire Topic: “Get the Truth: Effective Intake and Interview Techniques” Course Objectives Include: The presentation is based off of two books written by CIA officers “Spy the lies” and “Get the Truth.” It discusses markers of deception and how to question clients and witnesses effectively to get them to tell the truth. The first portion of the presentation discusses how verbal and nonverbal clues that someone is not telling the truth. The second portion of the presentation talks about different strategies to get the client or witness to tell you the truth, the whole truth, and nothing but the truth. CLE Credits: 1.0 hour credit (pending NALA approval) Agenda: CLE Presentation & Lunch Cost: $30 for members, $35 for non-members. Please make checks payable to PAF-FCC or bring exact change. If you would like to pre-pay electronically through PayPal, please indicate in your RSVP email and we will send an invoice for payment prior to this event. YOU MUST RESERVE A SPOT TO ATTEND THIS CLE! RSVP no later than: Thursday, August 8, 2024 at 5:00 p.m. to firstcoastpaf@gmail.com You do not need to be a member of the Paralegal Association of Florida or the First Coast Chapter, certified or registered paralegal to attend. If you RSVP and are unable to attend, you must cancel by Noon on Friday, August 9, 2024, or you will be invoiced for the cost. #CLE #FLBar #JaxBar #Paralegals #FirstCoast
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While family members often come to mind as natural choices for successor trustees, appointing children or your favorite niece or nephew as a successor trustee comes with its own challenges. Trust management is complex by nature, and family members who serve as trustees often find themselves faced with numerous legal, financial, and administrative tasks. These responsibilities can be daunting, especially when dealing with substantial assets and intricate estate plans. To learn more, check out our blog! https://lnkd.in/g3qNcq4v #FinancialAdvisors #Trust #TheInstitutionalTrustee
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