Florida & International Estate Planning, Family Law & Criminal Justice
Junnier Law Estate Planning Practice
You will live forever, but just in case. . . Create your Junnier Law Estate Plan.
Individual Estate Planning Service
Florida Wills & Trusts
Living Will/Advance Directives
Living Will/Advance Directives
Wills can be necessary, but are rarely enough--particularly if you value privacy and want to avoid probate. When deciding upon which trusts to use, we can guide you through important issues, such as minimizing tax liability, protecting wealth from your future heirs' creditors, and safeguarding family with special needs. Beyond developmental issues, special needs may include physical or mental health challenges, including addiction. Trusts are also great tools for blended families where each parent wants to preserve separate assets for the enjoyment of children from outside their current marriages.
Living Will/Advance Directives
Living Will/Advance Directives
Living Will/Advance Directives
Control your healthcare decisions, or someone else will. Junnier Law & Research customizes "living wills," and coordinates them with healthcare surrogate designations, Florida durable powers of attorney, anatomical donations, HIPPA Releases, and the credentialing documents authorities will need for each.
Living Wills should not be simple documents, but instead should proactively discuss the numerous medical circumstances you may face, so your loved ones, surrogates, and healthcare team may be guided in their decisions, confident that they are carrying our your wishes.
Powers of Attorney
Living Will/Advance Directives
Wills & Trusts for Multinational Assets
As horrible as it can be to contemplate, in the event of your incapacitation, someone still has to pay your bills and manage your financial affairs. This may include fiduciary responsibilities related to property or business interests you may own, your investments, or even where you live. But with careful planning, we can help make it more likely that you can stay in your home. You can also choose to have a power of attorney who can act on your behalf while you are competent, but understand these arrangements may abruptly end should you become mentally incapacitated. We are also available to help guide POAs with their duties.
Wills & Trusts for Multinational Assets
Wills & Trusts for Multinational Assets
Wills & Trusts for Multinational Assets
Don't assume that your wills, trusts, or marital contracts will be enforceable in each country where your assets are located. Germany doesn't recognize trusts, for example, which can be a problem if your wife's family business is located in Berlin, and suspectable to Germany's required marital share death benefit, despite the spouses' wishes. Many of these issues require far more than carefully crafted Choice of Forum and Choice of Law clauses. It requires an intense foundational understanding of both comparative and international law. Junnier Law & Research has that understanding and can work with lawyers from around the world to effectuate your testamentary goals whenever possible.
Probate: Florida & Abroad
Wills & Trusts for Multinational Assets
Business Succession Planning
Florida probate administration can have its challenges, but it can take special knowledge and experience to help Florida residents inherit property from other countries, each of which have their own clashing laws and unique probate processes. Working with lawyers from other jurisdictions, we can help bequest Florida assets to loved ones abroad, or to help foreigners inherit property in Florida. Different countries have different property and business alienation rules, and we can also guide you through the process of Inheriting foreign business interests or leaving your Florida business interests to someone overseas. We may also be able to help in less formal foreign procedures often found in the developing world.
Business Succession Planning
Wills & Trusts for Multinational Assets
Business Succession Planning
You may want to give the profits of your prosperous small business to your loved ones, without the related burdens or responsibility of running the business. We can also offer other business succession services, such as buy-sell agreements, employee purchase arrangements, and tax advice.
While Florida business regulation is comparatively straightforward, the process of leaving or receiving business interests, including management rights, in other countries, even with good legal and practical guidance, can become nightmares. Many countries also have special rules on property ownership--such as requiring majority or sole control by that country's citizens.
Your Florida Junnier Law Trust-based Estate Plan
How Florida Estate Planning works:
Your Florida Trust-based Estate Plan begins with a consultation where we discuss your estate planning goals and the different variables involved in customizing an estate plan to your specific needs. One variables are your assets, many of which require different treatment, include:
- Real estate, including your house or land
- Cash, bank accounts (savings accounts, checking accounts), safe deposit boxes
- Stocks and bonds, mutual funds
- Investment accounts or brokerage accounts
- Retirement accounts, including IRAs and 401(k)s
- Business Equity Assets
- Life insurance policies
- Digital assets
- Collectibles (art, antiques, etc.)
- Other personal property such as cars, furniture, etc.
- Royalties
- Mineral rights
- Animals (such as farm animals or horses)
A discussion of your assets is not complete without accounting for your debts and debt organization. Other variables include:
- Your potential tax liability
- Your marital status
- Your marital agreements (which supersede your other estate planning documents)
- Your number of children, their ages, any special needs
- Other dependents and their special needs
- Your business succession documents
- Your pet family members
We will also need to get to know you and understand your legacy desires:
- Your plans, hopes, and dreams for the future
- Your hopes and dreams for your children
- Your values
- Charitable considerations
- Who you want as your personal representative, trustees, durable power of attorney, and health care surrogate.
- Your medical history
- Your current physical and mental health
- Your medical, physical and psychological treatment plan during incapacitation
- Your decisions on end-of-life care ("living will")
- Your last testament
- Letters and gifts to your loved ones
- Your funerary plans
Once we have an idea of what your estate needs are generally, we'll mutually decide if we're a good fit. If we are, you can decide what type of estate plan best fits your needs. Junnier Law & Research P.A. offers three categories of plan.
- The Complete Plan (This is sufficient for those who are not married, with minimal to moderate wealth, no dependents, and standard needs who are satisfied with a comparatively standard estate plan.)
- The Smart Plan (This is sufficient for those with moderate to high wealth or those with business succession or other special needs requiring a highly customized will.)
- The Evolving Plan: Laws and circumstances change, so should your estate plan. (This is the customized smart plan that can be amended for minor adjustments as needed or overhauled up to three times for as long as Junnier Law & Research P.A. exists.)
Depending upon the plan you choose, we will ask you to complete our short or long form questionnaire and schedule a "planning meeting" where we reveal your customized estate plan which may include:
- Individual and Joint trusts
- Personal property memo
- A pour-over will or a testamentary trust (a will that creates a posthumous trust)
- A durable power of attorney to supplement your trust's incapacity contingency
- A specific durable power of attorney for each bank and brokerage who have their own preferred form
- A business succession plan
- A business or financial power of attorney
- Newly prepared deeds and financial documents naming immediate beneficiaries
- Newly purchased insurance policies including one for your funerary arrangements.
- Health care surrogate for yourself and for minor children
- HIPPA release customized for each of your doctors
- A living will customized for each of your doctors
- More than a dozen additional documents to help you create and maintain your trusts.
We listen to your feedback and amend the plan to your personalized specifications. Then Junnier Law & Research drafts the necessary documents and schedules a "signing meeting" where all documents are executed, witnessed, and notarized. We also include witness affidavits in case your will or trust documents get lost.
Then there will be a final "status meeting" to ensure that your property has been successfully transferred to your new revocable living trust or Medicaid Asset Protection irrevocable trust.
We know the process may feel intimidating, but each part of the process is divided into discrete tasks and we'll be with you each step of the way.
Learn More
Begin customizing your Florida Trust-based Estate Plan today! Attorney Junnier will happily clarify the process and answer any questions you may have.
Your International Junnier Law Trust-based Estate Plans
How International Estate Planning Works:
Everything discussed in the "How a Florida Estate Plan Works" is replicated, but with Florida foreign legal consultants or foreign attorneys and accountants involved from each country relating to your estate plan. Attorney Junnier has received legal training on three continents ((FSU Law, NYU Law, Erasmus Law (Netherlands), and the National University of Singapore Law)) which has allowed him to create a global network with trustworthy foreign attorneys. These personal relationships help Junnier Law & Research P.A.'s clients have global reach. Also, Attorney Junnier practices international and comparative law which allows him to coordinate these matters which may involve several countries. Interstate Estate plans are similar, but may involve coordination with local counsel.
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