Can a Florida Trust Beneficiary Sell Their Interest?
Why Florida spendthrift clauses stop beneficiaries from selling trust interests, and what real options exist instead.
Florida Irrevocable Trusts for Family Business Succession
How a Kissimmee landscaping company owner can use an irrevocable trust, voting and non-voting units, and a buy-sell agreement to pass the business fairly without a forced sale.
Can You Keep Income From Your Own Irrevocable Trust in FL?
Grandpa wants his savings protected but still wants the interest: here's the Florida line between income he can keep and principal he must give up.
Florida Medicaid Trust Funded Within 5 Years: Now What?
What actually happens to a Florida irrevocable trust, and the family who funded it, when nursing home care is needed inside the five year Medicaid lookback.
Florida Charitable Remainder Trusts: Income Plus a Gift
How a charitable remainder trust lets a Florida retiree sell appreciated stock tax-exempt, draw income for life, and still leave a gift to charity.
Choosing a Trustee for a Florida Irrevocable Trust
A Florida attorney walks through family, corporate, and co-trustee options for irrevocable trusts using the story of a Ponte Vedra Beach retiree with two feuding heirs.
Decanting a Florida Trust: Fixing an Old Irrevocable Trust
How Florida trustees can decant an outdated irrevocable trust into a better one under F.S. 736.04117, and where the limits are.
Divorce and an Irrevocable Trust for the Kids in Florida
A composite Orlando couple's 2019 trust for their kids shows how Florida treats irrevocable trusts, dissipation claims, and trustee roles in divorce.
Florida Dynasty Trusts: The 1,000-Year Rule Explained
How Florida's 1,000-year rule against perpetuities lets families like the Whitcombs build trusts meant to outlast generations.
Florida Irrevocable Trust Signing Requirements Explained
A formalities checklist for signing a Florida irrevocable trust, from witnesses and notarization to deeds and trust certifications.
Funding a Florida Irrevocable Trust: What to Transfer
A Florida attorney walks through which assets belong in an irrevocable trust, using a DeLand retiree's funding list as a guide.
Funding an Irrevocable Trust: Do You Owe Gift Tax in Florida?
Marcus moved $1.2 million in rentals into an irrevocable trust for his kids: here is why he filed a gift tax return but never wrote a check.
Florida Homestead in an Irrevocable Trust: What Happens?
Can a Florida homestead go into an irrevocable trust without losing its tax exemption or creditor protection? Here's how the rules actually work.
Irrevocable Trust Taxes: Grantor vs Non-Grantor in Florida
Using a composite Naples client's $900,000 trust, this piece explains who pays income tax on an irrevocable trust's investments and why the answer depends on grantor trust status.
Leaving Money to Adult Children in Trust in Florida
Why Florida parents leave money to responsible adult children in trust rather than outright, and how it protects against divorce, creditors, and remarriage.
Irrevocable Trust vs. Will in Florida: Do You Need Both?
Why an irrevocable trust cannot substitute for a Florida will, and what pairing the two actually looks like.
Florida Land Trust vs Irrevocable Trust: Real Protection
A land trust keeps your name off the deed; it does not stop a lawsuit. Here is what actually protects Florida rental property, and what does not.
Irrevocable Life Insurance Trusts in Florida Explained
How placing a $2 million policy in an irrevocable trust, rather than naming heirs outright, can remove it from a Florida owner's taxable estate.
Florida MAPT Trustee Choice and Income Rules Explained
A Vero Beach case study on who should serve as trustee of a Florida Medicaid trust and what income the settlor can still receive.
Moving an Irrevocable Trust to Florida: Situs & Law
How an irrevocable trust created out of state can change its administration and tax home to Florida, and what actually has to happen for the move to work.
Florida Has No Asset Protection Trust for Yourself
Why a Florida surgeon cannot shield his own assets in a self-settled trust, and what actually protects Florida professionals instead.
Revocable vs Irrevocable Trust: Which Does Your Florida Family Need
A composite Port Orange couple's five-question framework for choosing between a Florida revocable and irrevocable trust.
Florida Irrevocable Trusts for Second Marriage Blended Families
How a Florida marital trust, the elective share, homestead rules, and a nuptial agreement work together to provide for a second spouse and preserve an inheritance for children.
Revocable vs. Irrevocable Trust in Miami, Broward, Palm Beach
Does Miami-Dade, Broward, or Palm Beach change your trust choice? The law is statewide; here's what's genuinely local, through one South Florida family's plan.
Spendthrift Trusts in Florida: Shielding a Child's Inheritance
A Jupiter mother asks whether a trust can keep her daughter's inheritance safe from bankruptcy and a collecting ex-spouse.
Irrevocable Trusts and Step-Up in Basis: A Florida Guide
Whether an irrevocable trust's assets get a stepped-up basis at death depends entirely on the trust's design, not just the word irrevocable.
Terminating an Irrevocable Trust in Florida: A Guide
A trustee's guide to ending a small, costly irrevocable trust in Florida, from the uneconomical-trust statute to beneficiary consent and court termination.
Third-Party Special Needs Trusts for a Child on SSI in Florida
How Florida parents can leave an inheritance to a child on SSI or Medicaid through a third-party special needs trust without ending his benefits.
Irrevocable Trusts for Vero Beach & Treasure Coast Families
A local guide for Vero Beach and Treasure Coast families weighing an irrevocable trust against barrier-island homes, boats, and out-of-state heirs.
Trust Protectors in Florida Irrevocable Trusts Explained
What a Florida trust protector can and cannot do, who should serve, and how one Boca Raton retiree used the role to future-proof her irrevocable trust.
Florida Trustee Duties: What Beneficiaries Are Owed
What Florida beneficiaries are legally owed when a trustee never sends a statement, and how to get an accounting.
Can an Irrevocable Trust Be Changed in Florida?
A Sarasota family's 2012 irrevocable trust had an absent trustee and a deceased beneficiary; here's which of Florida's five fix-it tools actually solved it.
Why an Irrevocable Trust May Be Wrong for a Florida Retiree
A Fort Walton Beach retiree's seminar pushed an irrevocable trust; here is why a smaller, revocable plan fit him better.
Florida Irrevocable Trust: Benefits, Types & When You Need One
Florida irrevocable trusts provide asset protection, Medicaid planning, estate tax reduction, and legacy control that revocable trusts cannot. Learn which type is right for your goals.
Florida Medicaid Asset Protection Trust: Planning Ahead
A decision-focused look at whether a healthy 68-year-old Floridian should fund an irrevocable Medicaid trust now, and what she'd gain and give up.
Does a Revocable Living Trust Protect Assets From Medicaid?
Bill and Nancy thought their 2015 living trust protected them from nursing home costs. Here's why revocable trusts don't shield assets from Medicaid, and what does.
Florida Special Needs Trust: Protect a Disabled Beneficiary's Government Benefits
Leaving money directly to a disabled beneficiary in Florida can disqualify them from SSI and Medicaid. A Special Needs Trust preserves their inheritance without affecting benefits. Learn how Florida SNTs work.
Trust vs. Will in Florida: Which Do You Need?
In Florida, a will alone forces your family through probate — a public court process costing 3–5% of your estate. Learn when a trust is the better choice for Florida residents.