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Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Newly Enacted Florida Trust Laws

Newly Enacted Florida Trust Laws

August 24, 2021 Posted by RLA Estate Planning Law, News and Press, Tips, Trust Administration, Uncategorized

Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere to both State and Federal guidelines regarding investments and management of the Trust. Florida has recently enacted the Florida Uniform Directed Trust Act (“FUDTA”) and the Community Property Trust Act (“CPTA”), effective as of July 1, 2021. Consult your attorney for additional information regarding how this impacts your estate planning documents.

– Emily A. Helmick, Esq.

Tags: Attorneysbeneficiariesestate planningFloridarevocable trustRobin Lloyd & AssociatesTuesday TipsVero BeachWealth Management
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Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

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