In Pinellas County Florida, a properly structured Dynasty Trust can last for up to 360 years, that’s more than fifteen generations.
Read More...Estate Planning
Battaglia, Ross, Dicus & McQuaid, P.A. talks about issues relating to "Estate Planning" in St. Petersburg, FL.
For 60 years, Battaglia, Ross, Dicus & McQuaid, P.A. has been providing exceptional legal assistance to the Tampa Bay area. Battaglia Ross Dicus & McQuaid, P.A is nationally ranked by US News and World Reports as a Tier 1 Law Firm.

Dynasty Trusts
by Rachel Drude-Tomori on June 12th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Pinellas County, Trusts

Trust Formation & Funding
by Rachel Drude-Tomori on June 5th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Pinellas County, St Petersburg, Trusts
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.
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Revocable Trusts
by Rachel Drude-Tomori on May 20th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Trusts, Will
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.
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How to Choose a Trustee
by Rachel Drude-Tomori on May 11th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Trusts
Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.
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Myth #4: Trusts Avoid Taxes
by Rachel Drude-Tomori on May 1st, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Probate, Trusts, Will
“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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Myth #3: Assets in Trust are Protected from Creditors
by Rachel Drude-Tomori on April 30th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Irrevocable Trust, Probate, Revocable Trusts, Spendthrift Trust
Assets you place in trust for your own benefit during your lifetime are not protected from your creditors.
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MYTH #2: If You Die Without a Will, Your Property Goes to the Government
by Rachel Drude-Tomori on April 28th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Probate, Will
A common misconception about probate in Florida is that if you die without a Will, your property will go to the government or to the State of Florida.
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THE 4 MOST COMMON ESTATE PLANNING MYTHS | MYTH #1: WILLS AVOID PROBATE (PART 2)
by Rachel Drude-Tomori on April 28th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Probate, Trusts, Will
One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.
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The 4 Most Common Estate Planning Myths | Myth #1: Wills Avoid Probate (Part 1)
by Rachel Drude-Tomori on April 27th, 2020 in Estate Planning Law, Wills, Trusts and Probate
Tags: Estate Planning, Trusts, Will
One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.
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Why Spouses Should Never Title Automobiles Jointly
by Rachel Drude-Tomori on April 26th, 2020 in Estate Planning Law
Tags: Estate Planning
When Laura and Louis moved to Florida, they needed to update their Revocable Trust, Durable Power of Attorney, and related estate planning documents.
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