Dedicated Firm Assists with Trust and Estate Planning in South Florida

Fort Lauderdale attorney helps people preserve and transfer their assets

From our office in Fort Lauderdale, Marc Brown, P.A. gives South Florida clients knowledgeable, personalized advice on trust and estate matters. Whether you have set ideas about the will or trust you want to create or seek assistance formulating a comprehensive estate plan, we can help you accomplish your goals.

Skilled adviser guides clients through each step of drafting and executing a will

Dying without a legal will means that the property you’ve accumulated over a lifetime will be distributed under the terms of Florida’s intestacy statute rather than according to your intentions. No matter how simple or complex your concerns might be, we provide sound guidance on each aspect of creating an enforceable will, such as:

  • Legal requirements — Someone who is at least 18 years old and of sound mind can create a last will and testament. To be enforceable, it must be a written document, signed by two witnesses at the time it is signed by the testator. By working closely with each client, our firm prepares thorough wills that distribute property effectively and serve as a fitting legacy.
  • Review and revisions — As your life changes, your will should reflect shifts in relationships and financial circumstances. Though you might have a legally valid testamentary document, it’s a good idea to review it every few years. If you haven’t looked over your will lately, we’ll examine the language and help make any revisions or draft any codicils needed to bring your estate plan up to date.
  • Probate disputes — Every will our firm drafts is crafted to be clear and enforceable. This way, you minimize the possibility of a probate dispute where someone alleges that the will is ambiguous, fraudulent, invalid due to incapacity or the result of improper coercion. We are deeply familiar with Florida’s probate system, know how to avoid estate litigation whenever possible and help clients pursue a favorable outcome if a dispute arises.

Preparing a proper will not only helps the people you love but also gives you the peace of mind that comes with knowing your individualized estate plan is in place.

Experienced attorney advises on creating a trust in Florida

Trusts are independent legal entities where assets are held and dispersed based on the instructions stated by the trust creator, also known as the grantor. You can decide what assets to put into the trust, who should be the beneficiaries and what conditions trigger asset distribution and dissolution. An important aspect of establishing a successful trust is appointing the right trustee. This person or entity is responsible for managing trust assets and ensuring that the grantor’s directions are followed. In addition to creating trusts, we also advise trustees and perform trust administration duties.

Thorough lawyer details common types of trusts

A key advantage of trusts is that they can be shaped to reflect your specific situations and needs. Certain trusts are revocable and can be changed or dissolved at any time. One popular type of revocable instrument is a living trust, which allows someone to access their assets throughout their lifetime and then, upon their death, shift ownership to designated recipients. We set up these types of arrangements for clients as well as irrevocable trusts that might reduce taxes, protect assets from creditors or allow people to qualify for government medical benefits. If you wish to fund a charitable cause or provide financial support for a special-needs son or daughter, our firm can explain why a trust might be a good option. 

Contact a knowledgeable Florida trusts and estates attorney for a free consultation

Marc Brown, P.A. assists South Florida individuals and families with trusts and estate planning, including the creation of wills. To schedule a free consultation, please call 954-703-4199 or contact us online. Our office is in Fort Lauderdale, and we serve clients in West Palm Beach by appointment only.