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1605 Main Street, Suite 1111 • Sarasota, FL 34236-5840
Call for a consultation. 941.444.6407
Lyons, Beaudry & Harrison, P.A.

Category Archives: Estate Administration

Can Anyone Serve as Successor Trustee for a Revocable Trust?

As the name implies, a successor trustee is a trusted individual who handles the duties connected with your revocable trust in the event you lose capacity during your lifetime, and settles all remaining issues after you die. As such, your first impulse might be to name your spouse, one of your adult children or a… Read More »

Can My Heirs Completely Avoid Probate if My Assets are in a Trust at the Time of My Death?

Assuming every asset under your sole control is held in trust, it is possible for your heirs to avoid probate. Similarly, certain jointly owned assets are protected from probate, such as a home titled to you and your spouse with the right to survivorship. However, since most people do not have every asset protected, some… Read More »