Frequently Asked Questions Videos

Video Transcript:

If you’re creating a Supplemental Needs Trust, you should appoint a trustee who has knowledge of government benefits such as Medicaid and supplemental security income of the individual who is the beneficiary of the trust. The trustee should also be someone who can manage money and is trustworthy.

Video Transcript:

A guardianship is a court proceeding in which the court determines whether an individual is incapacitated and needs the assistance of someone to make medical and financial decisions. This individual is court-appointed and court-supervised, and often, this guardianship will last the remainder of an individual’s life.

Video Transcript:

SSDI stands for Social Security Disability Insurance. This is the program where workers pay into over time. We call it being insured. Once you’ve paid in, and you become disabled, it is a benefit that’s paid to you and your family. If you have children under the age of 18, they may also receive a benefit.

Video Transcription:

Under Florida law, a presumption of undue influence is created when certain factors are present in the changing of an estate plan, such as the presence of a beneficiary of assigning, the presence of the beneficiary at the discussion with the attorney regarding that estate plan. It also means that when a fiduciary, such as someone acting under a power of attorney or who holds another type of fiduciary relationship with an individual ends up being a beneficiary under a well, there is a presumption that can be rebutted of undue influence in procuring that inheritance.