Call Firm NowPhone: 239-728-8555Fax: 239-337-1466
1533 Hendry Street, Suite 303 Fort Myers FL 33901-2936 U.S.A. Lee Co. View Map

Estate Planning

Gift Requirements
This article discusses the legal requirements for an ordinary gift: donor competence, donor intent, donor delivery, donee acceptance, and appropriate documentation, if necessary. More...
Trust Elements - A Settlor With Intent
A trust has five main elements. First, a settlor transfers some or all of his or her property. Second, the property transferred by the settlor is designated trust property. Third, the trust property designated by the settlor is transferred with the settlor's intent that it be managed by another. Fourth, the trust property designated by the settlor is transferred for management by a trustee. Fifth, the trust property designated by the settlor is managed by a trustee for the benefit of a beneficiary. More...
Revocation of Healthcare Directives and Alternatives
If you execute a healthcare power of attorney document and a living will, you can revoke or cancel them at any time. Most states do not require you to revoke the documents in writing. Be aware that if you have told your healthcare provider about your documents, many states require that you inform the healthcare provider of the revocation. More...
Will Formalities
The body of a will is where is where the testator directs the disposition of his or her estate. This article discusses the clauses before the body of the will and the clauses and signature lines after the body of the will, that are necessary to comply with the customs and requirements--the formalities--for the making of a will. More...
Will Substitutes
In many jurisdictions, trusts cannot be revoked unless the trustor expressly retains the right to revoke. Revocable living trusts allow a trustor to manage his assets, to plan for his incapacity, and to avoid probate. The beneficiary of the trust gains interest in the assets during the trustor's lifetime and gains possession upon the trustor's death. More...

Office Hours

Monday08:00 AM - 05:00 PMTuesday08:00 AM - 05:00 PMWednesday08:00 AM - 05:00 PMThursday08:00 AM - 05:00 PMFriday08:00 AM - 05:00 PM

Areas Of Practice

  • Estate Planning
  • Guardianship
  • Living Trusts
  • Living Wills
  • Probate
More

This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Endrizal, Daniel J. website is powered by LexisNexis® Martindale-Hubbell®. || Sitemap