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Estate Planning Law

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Battaglia, Ross, Dicus & McQuaid, P.A. keeps you up to date with the latest Estate Planning Law in St. Petersburg, FL.

Do I Need a Probate Lawyer in Florida?

Do I Need a Probate Lawyer in Florida?

Probate lawyers in Florida can resolve various problems that are near impossible to overcome without professional support.
Dynasty Trusts

Dynasty Trusts

In Pinellas County Florida, a properly structured Dynasty Trust can last for up to 360 years, that’s more than fifteen generations.
Trust Formation & Funding

Trust Formation & Funding

Trust Planning involves two key steps, forming the trust and funding the trust. Funding the trust is just as important as the formation of the trust.
Revocable Trusts

Revocable Trusts

The primary advantage of having a Revocable Trust vs. a Will is that assets titled in the name of the Revocable Trust avoid probate upon your death.
How to Choose a Trustee

How to Choose a Trustee

Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.
Myth #4: Trusts Avoid Taxes

Myth #4: Trusts Avoid Taxes

“Trusts avoid taxes,” it is important to realize that both “trusts” and “taxes” are loaded terms that can have different meanings, depending on the context.

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