PTM Legal

An easy way to avoid probate on bank accounts in Florida is to use Transfer on Death (TOD) and Payable on Death …

Understanding Timeshare Ownership To engage in any timeshare estate planning, you first must understand the different ways that a timeshare can be …

Serving as a Trustee of a trust comes with significant responsibilities, including managing and administering assets that can range from a few …

Prior to getting married, all couples should consider a premarital agreement (commonly known as a “prenup”) regardless of who they are, how …

Hurricane Helene and Hurricane Milton have caused long-lasting damage to the state of Florida, especially on the east coast. Despite the best …

Many people rent safe deposit boxes to store important and/or valuable items or documents. But what happens to that safe deposit box …

Legal Commentary on Fla. Stat. § 736.0202 Fla. Stat. § 736.0202 establishes the jurisdiction that the Florida courts have over various parties …

Legal Commentary on Fla. Stat. § 736.0602 Fla. Stat. § 736.0602 establishes when, how, and to what extent a trust settlor may …

Legal Commentary on Fla. Stat. § 736.0303 Fla. Stat. § 736.0303 establishes five situations in which a trust representation may occur, but …

Legal Commentary on Fla. Stat. § 736.0304 Fla. Stat. § 736.0304 provides that a person with a “substantially identical interest” may represent …

Fla. Stat. § 736.0305 – Commentary to Florida Trust Code Jul 10  Written By Blakely Moore Legal Commentary on Fla. Stat. § 736.0305 …

Legal Commentary on Fla. Stat. § 736.0306 Fla. Stat. § 736.0306 establishes when and how a trust instrument may designate representatives for …

Legal Commentary on Fla. Stat. § 736.0302 Fla. Stat. § 736.0302 establishes the rules surrounding representation and powers of appointments. The Uniform …

Whether you should drive a deceased person’s car depends on whether the vehicle was jointly owned, whether the vehicle has been transferred …

Legal Commentary on Fla. Stat. § 736.0301 Fla. Stat. § 736.0301 establishes the general principles and effect of one party representing another …

Legal Commentary on Fla. Stat. § 736.0412 Fla. Stat. § 736.0412 establishes a means for irrevocable trust modification without court involvement and …

Legal Commentary on Fla. Stat. § 736.0704 Fla. Stat. § 736.0704 establishes the means of appointing a successor trustee when a trustee …

Legal Commentary on Fla. Stat. § 736.04115 Fla. Stat. § 736.04115 establishes a means for judicial modification of an irrevocable trust based …

Legal Commentary on Fla. Stat. § 736.0707 Fla. Stat. § 736.0707 explains the authority and duty of a former trustee who still …

Legal Commentary on Fla. Stat. § 736.0709 Fla. Stat. § 736.0709 establishes that a trustee has a right to be reimbursed for …

Legal Commentary on Fla. Stat. § 736.04113 Fla. Stat. § 736.04113 provides a means for a court to modify an irrevocable trust. …

Yes, a life estate deed can be changed as long as all parties to the deed join in the modification. For an …

Legal Commentary on Fla. Stat. § 736.0109 Fla. Stat. § 736.0109 establishes how notice may be provided or waived under the Florida …

Legal Commentary on the Definition of “Trust Director” Fla. Stat. § 736.0103(25) defines the term “trust director.” The text of the subsection …