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Wills, Trusts & Estates

PRACTICE SUMMARY

  • Estate Planning
  • Trust Formation and Administration
  • Asset Protection & Marital Agreements
  • Estate Administration (Probate)

ESTATE PLANNING

Sunito M. Leslie, P.A. takes a comprehensive and personalized approach to working with clients to develop estate plans that reflect each client’s unique financial profile, family dynamics, lifestyle, and long-term financial and asset protection goals. Whether basic estate planning is sufficient for a particular client’s needs or more advanced estate planning is required, the Firm works collaboratively with each client to ensure that a customized estate plan provides for the management and transfer of assets at death or in the event of disability or incapacity at the least financial and emotional cost to the client and his/her loved ones. In preparing estate plans, the Firm advises clients, as appropriate, regarding strategies and tools for probate avoidance; minimizing tax liability; asset protection; incapacity planning (managing assets and controlling healthcare decisions in the event of disability or incapacity); and providing for the care of minors, dependents and special needs persons.

As part of basic estate planning for persons who do not require advanced tax planning, the Firm routinely prepares the following instruments:

  • Revocable Living Trusts
  • Last Wills & Testament (with or without testamentary trusts)
  • Powers of Attorney
  • Advance Healthcare Directives
    • Healthcare Surrogate Designations
    • Living Wills

The Firm is also experienced in assisting clients with cross-border property interests, especially between the United Sates and the Caribbean.  The Firm routinely works with top-notch estate planning professionals in the Caribbean to develop comprehensive estate plans that comply with local legal requirements, while minimizing tax liability.

TRUST FORMATION AND ADMINISTRATION

The Firm represents clients in the formation of various irrevocable trusts, primarily to facilitate additional tax planning in connection with estate plans, asset protection, business succession planning or management of family wealth issues. Included among the trusts that the Firm provides legal representation in forming are Life Insurance Trusts; Qualified Personal Residence Trusts; Q-TIP Trusts; Charitable Remainder Trusts; and Special/ Supplemental Needs Trusts.

Sunito M. Leslie, P.A. also advises trustees and beneficiaries with respect to their legal rights and obligations pursuant to the respective trust documents and under applicable law.

ASSET PROTECTION & MARITAL AGREEMENTS

The Firm counsels business owners, corporate directors and executives, professionals and other individuals in developing and implementing strategies to minimize the exposure of assets in the event of creditors’ claims, malpractice suits, judgments, liens, bankruptcy, divorce or remarriage. In addition to utilizing the asset protection strategies used in the Firm’s estate planning practice (e.g., irrevocable trusts), the Firm works with clients to evaluate the titling and transfer of assets, the necessity for formation of corporate entities and the sufficiency of insurance coverage. The Firm also advises individuals in negotiating, drafting and reviewing both Pre-marital Agreements and Post-marital Agreements.

ESTATE ADMINISTRATION (PROBATE)

The Firm represents interested persons (e.g., personal representatives, beneficiaries, creditors and trustees) in the administration of the estates of Florida and non-Florida resident decedents.  Probate is the court-supervised administration of a decedent’s estate, whereby assets are assembled; creditors, taxes and expenses of administration are paid; and distributions are made to beneficiaries in accordance with intestacy laws of the State of Florida or the last will and testament of a decedent.   Florida law imposes upon personal representatives obligations to the court, creditors and beneficiaries, and also requires that a personal representative be represented by an attorney.  In Florida, estates may be disposed of in a probate proceeding (either by full administration or summary administration) or by disposition without administration.  In probate proceedings, the Firm assists clients in determining the most efficient and cost-effective means of administering estates and advises clients of the rights and obligations of interested persons under Florida law.

 

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Contact

3350 SW 148th Avenue, Suite 110
Miramar, FL 33027
Phone: (954) 369-5519
Fax:      (954) 241-6891
Email:  info@smleslielaw.com

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