by Laurie Ohall | Dec 22, 2020 | Estate Planning, Trusts
The decision of who to appoint as your executor or trustee is a huge one, which is why it’s so important to make the right choice when creating your estate plan. Remember, this person will hold incredible responsibility for overseeing what becomes of your estate. You...
by Laurie Ohall | Nov 30, 2020 | Estate Planning, Living Trust, Trusts
As a Tampa will and trust lawyer, I’m often asked what the process looks like to sell a house if it’s moved into a Revocable Living Trust. People worry that they will need to ask permission from someone to sell their home, or that it will be difficult to put the house...
by Laurie Ohall | Oct 17, 2020 | Special Needs, Trusts
Brandon special needs attorneys are often asked what the impact is to benefits like SSI or Medicaid if a person with disabilities receives an inheritance from a loved one. The answer really depends on how the inheritance is handled. The short answer is that any...
by Laurie Ohall | Sep 16, 2020 | Special Needs, Trusts
While most people have heard of a basic Last Will and Testament, they may not know what a Pour-Over Will is and how it works with a Special Needs Trust. Essentially, a Pour-Over Will is used in conjunction with a Special Needs Trust and directs that any assets you...
by Laurie Ohall | Jul 14, 2020 | Special Needs, Trusts
Our Tampa special needs lawyers are often contacted after the death of a loved one with disabilities to find out what happens with any money left over in a Special Needs Trust. The answer to that question depends on the type of trust that was initially created, and...
by Laurie Ohall | Mar 18, 2020 | Estate Planning, Special Needs, Trusts
Tampa estate lawyers who have experience with special needs planning are always on the lookout for the most effective ways to protect their clients’ assets and ensure that they get the right level of care necessary to live fulfilling lives. One of the best ways...
