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AV Preeminent Peer Rated Attorneys
Clearwater Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Clearwater Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • 2965 Roosevelt Boulevard, Clearwater, FL 33760

  • 25400 U.S. 19 North, Suite 215, Clearwater, FL 33763

  • 28050 U.S. Hwy 19 N., Clearwater, FL 34621-2629

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  • 611 Druid Rd. E., Ste. 710, Clearwater, FL 33756

  • 1259 S Myrtle Ave., Clearwater, FL 33756

  • 2744 Summerdale Drive, Clearwater, FL 33761

  • 1108 S. Highland Ave., Clearwater, FL 33756

  • 140 Island Way, Ste. 175, Clearwater, FL 33767-2216

  • 2629 McCormick Drive, Suite 102, Clearwater, FL 33759

  • 2454 N. McMullen Booth Rd., Ste. D-607, Clearwater, FL 33759-1353

  • 1150 Cleveland Street, Suite 300, Clearwater, FL 33755-4859

  • 611 Druid Rd. E., Ste. 512, Clearwater, FL 33756-3959

  • 2600 McCormick Drive, Suite 240, Clearwater, FL 33759-1031

  • 600 Bypass Dr., Ste. 106, Clearwater, FL 33764

  • 1230 S. Myrtle Ave., Clearwater, FL 34616

  • 13575 58th St. N., Ste. 200, Clearwater, FL 33760-3739

  • Clearwater, FL 33758

  • 1550 South Highland Ave., Ste. B, Clearwater, FL 33756

  • 114 Turner St., Clearwater, FL 33756-5211

  • 2790 Sunset Point Road, Clearwater, FL 33759

  • 2364 Boy Scout Road, Suite 200, Clearwater, FL 33763

  • 28059 U.S. Highway 19 North, Suite 101, Clearwater, FL 33761-2633

  • 625 Court St., Ste. 2B, Clearwater, FL 33756

  • 28050 U.S. Highway 19 N., Suite 208, Clearwater, FL 33761

  • 1010 Drew St., Clearwater, FL 34615

  • 209 Turner St., Clearwater, FL 33756-5212

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The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

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Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

Does a will become invalid if the residence changes states?

Answered by attorney David Goldman
Estate Planning lawyer at Law Office of David M. Goldman PLLC
It will not become invalid because of a move, but you may want to see how Florida law will interpret what you have written in your Maryland will to make sure what you have specified will take place.
It will not become invalid because of a move, but you may want to see how Florida law will interpret what you have written in your Maryland will to make sure what you have specified will take place.
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I have a trust but would like to make some changes, can this be done?

default-avatar
Answered by attorney Brian Haggerty (Unclaimed Profile)
Estate Planning lawyer at Minor, Bandonis & Haggerty P.C.
It's actually up to the trust agreement that you signed to begin with. But you can always take the trust to a new attorney to ask about changes to be made.
It's actually up to the trust agreement that you signed to begin with. But you can always take the trust to a new attorney to ask about changes to be made.
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Testamentary Charitable Remainder Unit Trust

C. Randolph Coleman
Answered by attorney C. Randolph Coleman (Unclaimed Profile)
Estate Planning lawyer at The Coleman Law Firm, PLLC
Yes, a named charity who is a beneficiary of the CRT can be the trustee after your death. There are many additional issues that you may want to consider with regard to a charitable remainder trust. I suggest that you consider consulting with an estate planning attorney who is experienced with charitable remainder trusts to determine whether any of those additional issues that might be applicable to your circumstances. For instance, if you have highly appreciated assets, contributing those assets to a CRT during your lifetime can result in the trust having the ability to sell the highly appreciated assets without incurring capital gaines taxes on the gain, which leaves all of the asset value available to increase the amount of income you can receive from the CRT during your lifetime (and your spouse's lifetime if appropraite) compared to just selling the assets outright. In addition, you receive a charitable contribution deduction for the lifetime transfer to the CRT. You can be the trustee of the CRT during your lifetime so that you can manage the investments in the CRT. Then at the passing of you and your spouse, you can provide for a second level of income beneficiaries (up to 20 years), before the assets are turned over to the charities named in the trust. That is just one example of the benefits of a CRT. Good luck with your planning.
Yes, a named charity who is a beneficiary of the CRT can be the trustee after your death. There are many additional issues that you may want to consider with regard to a charitable remainder trust. I suggest that you consider consulting with an estate planning attorney who is experienced with charitable remainder trusts to determine whether any of those additional issues that might be applicable to your circumstances. For instance, if you have highly appreciated assets, contributing those assets to a CRT during your lifetime can result in the trust having the ability to sell the highly appreciated assets without incurring capital gaines taxes on the gain, which leaves all of the asset value available to increase the amount of income you can receive from the CRT during your lifetime (and your spouse's lifetime if appropraite) compared to just selling the assets outright. In addition, you receive a charitable contribution deduction for the lifetime transfer to the CRT. You can be the trustee of the CRT during your lifetime so that you can manage the investments in the CRT. Then at the passing of you and your spouse, you can provide for a second level of income beneficiaries (up to 20 years), before the assets are turned over to the charities named in the trust. That is just one example of the benefits of a CRT. Good luck with your planning.
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