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13153 North Dale Mabry Highway, Suite 115, Tampa, Florida 33618-2410

Wills Law Firm in Tampa

Experienced Florida trust and estates attorneys can draft your last will and testament

A will is essential at every stage of your life, providing you with the opportunity to distribute your property, establish care for your children and otherwise express your wishes for what will happen upon your death. A will is necessary if you intend to leave property to someone who is not your blood relative, e.g., a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your beloved pet — and the decisions the court makes might not reflect your desires.

Wills and trusts attorney Joseph R. Kalish has 42 years of experience and can assist by drafting a valid will to ensure your intentions are honored.

Changing your will

As your life evolves, so may your estate plan. You may need to update your will throughout your life. Joseph R. Kalish drafts valid codicils that address changes in your financial situation, marital status, parenthood status, philanthropic interests and general lifestyle decisions.

Appointing a guardian

Your will allows you to make decisions about the future care of your minor children. This is especially crucial if you are a single parent or in the event that both parents die in a common incident. If you have not named a guardian for your children, the court appoints one, who may make parental decisions contrary to what you would have wanted. In your will, you can also make arrangements for the care of your pets, naming a guardian to take responsibility for them.

Creating an optimal estate plan

Drafting an effective will requires more than filling in a form. If a court determines that your will is invalid, your desires will not be honored upon your death. Attorney Kalish meticulously drafts your will and considers all aspects of your estate plan. He reviews your family arrangements, financial situation and philosophical goals to guide you in making the best estate planning decisions, and he drafts your will accordingly.

Trusts

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For 42 years, Joseph R. Kalish has provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. He is available to provide administration services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous administrative services

Attorney Kalish has extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

Contact a thorough wills and trusts lawyer at Joseph R. Kalish, P.A.

Joseph R. Kalish, P.A. serves clients in Tampa and throughout Florida. Call him at 888-902-3104 or contact him online to schedule your consultation.