Areas of Practice
WILLS
A person who dies in the state of Florida without a will has their property distributed according to Florida’s laws of intestate succession. Preparing a will allows you to designate who will receive your property when you die. You can also use a will to designate a guardian for your minor children and to name who will be in charge of carrying out your wishes. At the DiPierro Law Firm we can help you prepare your will and have it executed in compliance with Florida laws.
Fiduciary Tax Compliance
As a personal representative, trustee, principal, executor, guardian, or other fiduciary, it is your responsibility to comply with all federal, state, and local tax laws. At the DiPierro Law Firm, we can assist you in understanding your legal requirements and preparing your returns, including a final 1040 of a decedent, estate income tax returns, estate tax returns, trust returns, and gift tax returns.
TRUSTS
A will allows you to tell the courts how you want to handle the administration of your estate after you die. A revocable living trust can allow your beneficiaries to avoid the courts altogether. Other types of trusts can help you avoid paying too much in taxes, provide benefits to charities, provide for a minor child, or provide for a person with special needs. At the DiPierro Law Firm we can help you prepare, execute, and fund your revocable living trust or other type of trust.
Estate Administration / Probate
If you have been named as the personal representative for someone who has died, or if you are the heir beneficiary of someone who has died and no personal representative has been appointed, we can help you administer the estate so that you meet your legal obligations and minimize your legal risks. We also are available to serve as personal representative of certain estates.
Powers of Attorney
There are two primary types of powers of attorney. A durable power of attorney allows the individual or individuals you designate to manage your financial affairs when you are unable to do so. A health care power of attorney lets you designate one or more health care surrogates who can make health care decisions for you when you are unable to do so. At the DiPierro Law Firm we can help you prepare and execute both of these types of powers of attorney.
Trust Administration
If you have been named as the successor trustee for a trust and the original contributor to the trust has died, resigned, or is otherwise no longer able to serve, we can help you administer the trust according to its terms, so that you meet your legal obligations and minimize your legal risks. We also are available to serve as acting or successor trustee for your trust.