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Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Court Contest of Trust Instrument

In order to contest a Trust Instrument, there has to be some kind of impropriety, such as that the Trust Instrument didn’t have the proper legal formalities, like execution of the Trust Instrument without proper witnesses, notary, or other requirements, the Grantor or Settlor of the Trust Instrument lacked mental capacity (i.e., was senile or suffering from dementia), the Testament or the Settlor or Grantor of the Trust Instrument were under undue influence of another person, the assets of Trust were distributed in violation of state law, there was unclear, confusing, or ambiguous language in the Trust Instrument, there was a breach of fiduciary duty by the Trustee, Personal Representative, Executor or Executrix for failure to make proper or timely distributions, failure to make proper or timely accountings, failure to administer the Trust in the manner required by the document, self dealing, fraud or excessive compensation. Spiegel & Utrera, P.A. stands ready to help you to contest the Trust. Click here to submit information about your individual situation and an attorney will contact you.

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Spiegel & Utrera, P.A.
MiamiTampaFort Lauderdale
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney
3623 West Kennedy Blvd.
Tampa, FL 33609
Toll Free: (800) 658-5900
(813) 871-5400
Fax: (813) 870-2500
William M Homsi, Esq.,
Managing Attorney
3526 North Federal Highway
Ft. Lauderdale, FL 33308
Toll Free: (800) 465-8500
(954) 630-9800
Fax: (954) 561-7900
Natalia Utrera, Esq.,
Interim Managing Attorney
OrlandoNew York CityLong Island
707 East Colonial Drive
Suite B
Orlando, Florida 32803
Toll Free: (888) 991-9700
(407) 898-5500
Fax: (407) 894-5700
William M. Homsi, Esq.,
Managing Attorney
1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Daniel S. Finnegan, Esq.
Managing Attorney
55 Jericho Turnpike
Suite 202
Jericho, NY 11753
Toll Free: (888) 797-6200
(516) 338-9100
Fax: (516) 338-9200
Jai H. Cha, Esq.
Managing Attorney
DelawareChicagoClifton, NJ
9 East Loockerman Street
Suite 3A
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney
123 West Madison Street
Suite 806
Chicago, IL 60602-4620
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Melody Ashby, Esq.
Managing Attorney
642 Broad St., Suite 2
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Michael L. Simon, Esq.
Managing Attorney
Los AngelesUnited KingdomLas Vegas
4727 Wilshire Blvd.
Suite 601
Los Angeles, CA 90010
Toll Free: (888) 520-7800
(323) 936-3400
Fax: (323) 939-5600
Stephanie Stubbe, Esq.,
Managing Attorney
Spiegel & Utrera, Ltd.
"Your Gateway to Europe"

11 Murray Street, London NW19RE
Telephone: 011 44 207 284 3700
Fax: 011 44 207 284 3533
Toll Free: 0 800 917 1200
USA, Canada and Mexico
Toll Free: 1-800-546-5070
Fax: 0 800 169 2300
Russell D. Williams, Esq.
Managing Solicitor
www.spiegelutrera.co.uk
1785 E Sahara Ave
Suite 490
Las Vegas, NV 89104
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Michael R. Carrigan, Esq.,
Managing Attorney
   
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Toll Free: 1 (800) 734 - 9900
         Fax: 1 (800) 520 - 7800
Natalia Utrera, Esq.,
Managing Attorney
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Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advise and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer.

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