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Articles Posted in Trust Administration

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File Your 2024 Annual Report – But Watch For These 3 Scams

By Phillip B. Rarick, Esq.,  Miami Lakes and Weston Estate Planning Attorney Its a New Year  and time to file your 2024 Annual Report if you own a Florida LLC (limited liability company), corporation, or partnership.    The deadline is May 1, 2024.    The state will charge you a…

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Asset Protection Checklist For Married Professionals

By Phil Rarick,  Esq., and Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys If you have creditor threat, do you know what assets are easily exposed to creditors?   Do you know what assets are already protected by Florida law? Take this three minute survey for a quick assessment. Your family…

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Asset Protection Checklist For Single Professionals

By Phil Rarick, Esq. & Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life-times. It requires a total review of your estate plan and business entities by an experienced…

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Florida’s New Directed Trust Act: Executive Summary

Curve Balls to Watch for In New Florida Trust Director Law By Phillip B. Rarick, Miami Trust Attorney, and Hannah S. Rarick, J.D. Candidate Effective as of last year July 1, 2021, Florida is now 1 of 15 states to enact the Uniform Directed Trust Act (FUDTA), F.S. §§736.1401 to…

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2022 Property Tax Appeal Deadline: Read the Small Print!

You will miss this deadline if you do not read carefully – and you may need a magnifying glass to find it.  Around the last weeks of August  you should have received in the mail a “Notice of Proposed Property Taxes” or “TRIM Notice” from your county property tax appraiser.  Buried…

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Contract Review: Does Covid-19 Excuse Performance?

by: Phillip B. Rarick, Esq. We have been helping small business owners survive and thrive – in good times and bad – for over 25 years. Here is how we may be able to help you in this current challenging business environment. 1.    Contract Review and Force Majeure. A…

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Special 2020 Asset Protection Checklist

by: Phillip B. Rarick, Esq. The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life time. It requires a total review of your estate plan and business entities to assure you are taking full advantage of Florida laws…

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Stimulus Checks Update: How Much? When?

How Much? Here is an updated calculator from Turbotax:  Stimulus Check Calculator  When Will Checks Arrive?   If you signed up for direct deposit on either your 2018 or 2019 tax return, the IRS reportedly will start issuing electronic deposits on April 9 and they should show up in your bank…

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Ensuring You Get Paid to Represent A Florida Trustee – And Avoiding A Conflict of Interest Sandtrap

By:  Phillip B. Rarick, Weston Estate Planning Attorney In 2008 Florida passed an amendment to our Trust Code designed to allow a Trustee to use trust funds to pay legal fees incurred in defending a breach of trust litigation without prior court approval, so long as the Trustee gave notice…

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