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What is the difference between an Executor and a Personal Representative?

When an individual passes away, much needs to done to settle their affairs, which may include liquidating and distributing assets, paying debts and filing tax returns. The person who is entrusted with this responsibility may be called an executor, a personal representative or administrator. These titles all refer to the individual acting in a fiduciary Read More

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What is an Elder Law Attorney? Here’s a video to help

What is an Elder Law Attorney? The Sarasota Professional Group organization had the opportunity to find out. Attorney Joseph Lehn spoke to the group about how he became an Attorney and what sets him apart as an Elder Law Attorney. He educated the group about important legal documents that can assist them now and into Read More

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What do I need to do as a Trustee of a Trust?

When a client retains our office to draft a Trust, a Trustee must be chosen. But the client may want to know before choosing a person, what will a trustee be responsible for. The person appointed as trustee may wonder the same. First, it is important to know what a trust is. A trust is Read More

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Can a guardian change a will?

Can a court appointed guardian change the Ward’s will? A guardian has a legal, or fiduciary duty, to act in the best interest of the Ward. A Ward has already been deemed to have limited mental capacity. What authority does the guardian have in regards to estate planning? The powers of a guardian are listed Read More

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