Block & Scarpa provides a comprehensive approach to the needs of each of our clients and their family. Our firm helps clients create and implement estate plans to best suit their needs. We work closely with each client to ensure that each individual’s estate plan meets their wishes in the clearest and most beneficial way possible. Estate plans can include documents such as a durable power of attorney, a last will and testament, a living will and designation of a health care surrogate, a preneed guardian designation, revocable and irrevocable trusts, and business succession plans among other things. Our firm advises clients on gift making and charitable giving. Estate plans are essential to ensure proper fulfillment of a persons wishes and should be reviewed every few years to ensure they still meet the client’s needs. Additionally, out-of-state estate plans should be reviewed when a person moves to Florida to ensure that they take advantage of Florida’s unique statutes and protections. 

Vero Beach Legal Help for Estates

An estate plan does not end at the signing of documents, but is something that continues after death. Block & Scarpa ensures the proper probate and Trust Administration to receive the optimal benefit of a person planning efforts while minimizing potential taxes. Our firm provides a personal experience and guides trustees, personal representatives, and beneficiaries through the probate and trust administration process, which come at emotional and difficult times. Probate and Trust Administration is statute driven and an attorney is essential to ensure proper compliance with the law in carrying out the duties of trustees and personal representatives. Improper conformity to the law can cause legal liability and family conflict during already troubling times. 

Treasure Coast Probate & Trust Administration

Block & Scarpa advises its clients on Florida’s distinctive Homestead laws and the unique benefits they can provide. Florida has generous homestead protection that can provide residents with great benefits if utilized properly. Although the laws were created to protect the homestead, when incorrectly utilized and misunderstood, the laws can have unintended and unwanted consequences. Florida homestead laws include protection from creditors, real property tax exemption including the “save out homes” cap, and transferability restrictions. Our firm helps clients recognize and employ Florida’s homestead laws to their advantage and eliminate unintended consequences. 

Legal Protection for Disabled Adults and Minors

Block & Scarpa helps our clients establish and maintain guardianships for disabled adults and minor children. Guardianships can be a solution to ensure a loved one is properly protected both physically and financially. Our firm guides our clients through the establishment of a guardianship by preparing all of the necessary documentation and forms and attending hearings. Our attorneys advise our clients on the duties of the guardian and ensure the proper procedure is maintained throughout the existence of the guardianship to ensure the loved one’s well being. Additionally, our attorneys dispute guardianship cases to ensure that our clients are not having improper control placed over them and to ensure that their rights are secured.

Specific Areas of Florida Legal Expertise:

Estate Planning

Probate and Trust Administration

Florida Homestead