In this month's discussion of important estate planning concepts we are going to turn our attention to the letter of instruction. Learn more about Florida letters of instruction in this presentation.
Estate Planning for Florida: More Questions and Practical AnswersRobert Kulas
Probate is a legal process that occurs after a person dies and leaves behind property. Learn more about estate planning for Florida in this presenation.
Estate Planning in Florida: Commonly Asked Questions and Practical AnswersRobert Kulas
If your estate is what you left behind, your estate plan is the collection of choices you can make that will control what will happen to your estate. Learn more about estate planning in Florida in this presentation.
Estate Planning for Florida Seniors: Questions and AnswersRobert Kulas
Your estate is a collection of property and legal concerns you leave behind after you die, or after you become incapacitated. Learn more about estate planning in Florida in this presentation.
Estate Planning Fiduciary Roles: Making Tough ChoicesRobert Kulas
Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which asset may take up much of your decision making thought process; however, choosing who to appoint in fiduciary roles should be afforded a significant amount of thought as well.
Your Strategy For Choosing the Right Nursing Home: Part2Robert Kulas
Locating the right nursing home can be a time-consuming and exhausting process, but it’s worth it when you finally find the ideal care facility for your senior loved one.
Learn more about nursing home in this presentation.
Your Strategy For Choosing the Right Nursing Home Part1Robert Kulas
Nursing home facilities offer a variety of care options that range from sub acute care to traditional nursing care for seniors who can still manage many simple tasks on their own.
Learn more about nursing home in this presentation.
At some point in your life you may realize that a parent, or other adult loved one, is showing signs of being incapable of safely caring for himself/herself. Find out when should guardianship be considered.
A trust is created by a Settlor (also referred to as a “Maker” or “Grantor”), who transfers property to a Trustee. At its most basic, a trust is a legal relationship whereby property is held by one party for the benefit of another. Learn more about trust establishment process in this presentation.
Estate Planning for Florida: More Questions and Practical AnswersRobert Kulas
Probate is a legal process that occurs after a person dies and leaves behind property. Learn more about estate planning for Florida in this presenation.
Estate Planning in Florida: Commonly Asked Questions and Practical AnswersRobert Kulas
If your estate is what you left behind, your estate plan is the collection of choices you can make that will control what will happen to your estate. Learn more about estate planning in Florida in this presentation.
Estate Planning for Florida Seniors: Questions and AnswersRobert Kulas
Your estate is a collection of property and legal concerns you leave behind after you die, or after you become incapacitated. Learn more about estate planning in Florida in this presentation.
Estate Planning Fiduciary Roles: Making Tough ChoicesRobert Kulas
Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which asset may take up much of your decision making thought process; however, choosing who to appoint in fiduciary roles should be afforded a significant amount of thought as well.
Your Strategy For Choosing the Right Nursing Home: Part2Robert Kulas
Locating the right nursing home can be a time-consuming and exhausting process, but it’s worth it when you finally find the ideal care facility for your senior loved one.
Learn more about nursing home in this presentation.
Your Strategy For Choosing the Right Nursing Home Part1Robert Kulas
Nursing home facilities offer a variety of care options that range from sub acute care to traditional nursing care for seniors who can still manage many simple tasks on their own.
Learn more about nursing home in this presentation.
At some point in your life you may realize that a parent, or other adult loved one, is showing signs of being incapable of safely caring for himself/herself. Find out when should guardianship be considered.
A trust is created by a Settlor (also referred to as a “Maker” or “Grantor”), who transfers property to a Trustee. At its most basic, a trust is a legal relationship whereby property is held by one party for the benefit of another. Learn more about trust establishment process in this presentation.
Most estates are required to go through the formal probate process; however, Florida does offer alternatives for small estates. Learn more about Florida probate process in this presentation.
If you ever become too ill or otherwise unable to make choices, you will lose the ability to control who makes decisions on your behalf, as well as on behalf of your children. Learn more about Florida guardians in this presentation.
Florida Guardians: Common Questions and AnswersRobert Kulas
When a person is not able to make decisions on his or her own behalf, a Florida court will appoint a guardian to make decisions on that incapacitated person’s behalf. Learn more about Florida guardians in this presentation.
Powers of Attorney Questions Part 2 in Florida - Practical Concerns, Understa...Robert Kulas
Getting the third party to recognize the validity of the power of attorney will, at the very least, require making a document that meets the requirements of state laws. Learn more about powers of attorney in Florida in this presentation.
Power of Attorney Questions in FloridaRobert Kulas
A power of attorney, often abbreviated as POA, is a special kind of legal document that is often included in estate plans. Learn more about power of attorney questions in Florida in this presentation.
Medicaid Planning in Florida: Planning Issues, Planning ToolsRobert Kulas
Though the calculation can be a little complicated, it basically requires you to have no more than either $2,000 or $5,000 in countable assets, depending on your income level. Learn more about medicaid planning in Florida in this presentation.
Medicaid Planning in Florida: Commonly Asked QuestionsRobert Kulas
Even if you currently have too much income or too many assets to qualify for Medicaid, you might be able to use the program to pay for long-term care costs by crafting a Medicaid plan. Learn more about medicaid planning in Florida in this presentation.
Florida inheritance planning additional questions and specific actionsRobert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against developing mental illness and improve symptoms for those who already suffer from conditions like anxiety and depression.
Inheritance and Estate Taxes in Florida: Specific Strategies, Individualized ...Robert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise boosts blood flow, releases endorphins, and promotes changes in the brain which help enhance one's emotional well-being and mental clarity.
Inheritance and Estate Taxes in Florida: Definitions, Differences and Conside...Robert Kulas
Proper tax preparation involves an in-depth analysis of both your current financial circumstances, and the potential taxes that might apply to you in the future. Learn more about inheritance and estate taxes in Florida in this presentation.
Florida Pet Plans: Additional Questions and Practical StepsRobert Kulas
The document discusses the results of a study on the impact of climate change on global wheat production. Researchers found that rising temperatures will significantly reduce wheat yields across different regions of the world by the end of the century. Under a high emissions scenario, the study projects a global average decrease in wheat production of 6% by 2050, and a 17% decrease by 2100, threatening global food security.
Florida Pet Plans: Essential Questions Fundamental ConceptsRobert Kulas
A pet plan is a part of an estate plan that deals with the needs of your pets or other animals after you die or in the event you become incapacitated. Learn more about Florida pet plans in this presentation.
Letters of Instruction in Florida: Specific Details, Updates, OptionsRobert Kulas
The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering heart rate and blood pressure. Studies have shown that meditating for just 10-20 minutes per day can have significant positive impacts on both mental and physical health.
Incapacity Planning in Florida: Issues and OptionsRobert Kulas
The document discusses the results of a study on the effects of exercise on memory and thinking abilities in older adults. The study found that regular exercise improved performance on memory and thinking tests in sedentary older adults aged 60-79. Exercising for just 30 minutes three times a week at a moderate intensity was enough to see cognitive benefits.
Florida Probate: More Questions and OptionsRobert Kulas
When we're talking about the probate of a decedent's estate, there are three different process in Florida. Learn more about Florida probate in this presentation.
Estate Planning Fiduciary Roles Making Tough ChoicesRobert Kulas
Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which assets make take up much of your decision making thought processes; however, choosing who to appoint in fiduciary roles should be afforded a significant amount of thought as well.
Revocabe living trusts essential concepts, questions and answersRobert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise stimulates the production of endorphins in the brain which elevate mood and reduce stress levels.
Synopsis On Annual General Meeting/Extra Ordinary General Meeting With Ordinary And Special Businesses And Ordinary And Special Resolutions with Companies (Postal Ballot) Regulations, 2018
Most estates are required to go through the formal probate process; however, Florida does offer alternatives for small estates. Learn more about Florida probate process in this presentation.
If you ever become too ill or otherwise unable to make choices, you will lose the ability to control who makes decisions on your behalf, as well as on behalf of your children. Learn more about Florida guardians in this presentation.
Florida Guardians: Common Questions and AnswersRobert Kulas
When a person is not able to make decisions on his or her own behalf, a Florida court will appoint a guardian to make decisions on that incapacitated person’s behalf. Learn more about Florida guardians in this presentation.
Powers of Attorney Questions Part 2 in Florida - Practical Concerns, Understa...Robert Kulas
Getting the third party to recognize the validity of the power of attorney will, at the very least, require making a document that meets the requirements of state laws. Learn more about powers of attorney in Florida in this presentation.
Power of Attorney Questions in FloridaRobert Kulas
A power of attorney, often abbreviated as POA, is a special kind of legal document that is often included in estate plans. Learn more about power of attorney questions in Florida in this presentation.
Medicaid Planning in Florida: Planning Issues, Planning ToolsRobert Kulas
Though the calculation can be a little complicated, it basically requires you to have no more than either $2,000 or $5,000 in countable assets, depending on your income level. Learn more about medicaid planning in Florida in this presentation.
Medicaid Planning in Florida: Commonly Asked QuestionsRobert Kulas
Even if you currently have too much income or too many assets to qualify for Medicaid, you might be able to use the program to pay for long-term care costs by crafting a Medicaid plan. Learn more about medicaid planning in Florida in this presentation.
Florida inheritance planning additional questions and specific actionsRobert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against developing mental illness and improve symptoms for those who already suffer from conditions like anxiety and depression.
Inheritance and Estate Taxes in Florida: Specific Strategies, Individualized ...Robert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise boosts blood flow, releases endorphins, and promotes changes in the brain which help enhance one's emotional well-being and mental clarity.
Inheritance and Estate Taxes in Florida: Definitions, Differences and Conside...Robert Kulas
Proper tax preparation involves an in-depth analysis of both your current financial circumstances, and the potential taxes that might apply to you in the future. Learn more about inheritance and estate taxes in Florida in this presentation.
Florida Pet Plans: Additional Questions and Practical StepsRobert Kulas
The document discusses the results of a study on the impact of climate change on global wheat production. Researchers found that rising temperatures will significantly reduce wheat yields across different regions of the world by the end of the century. Under a high emissions scenario, the study projects a global average decrease in wheat production of 6% by 2050, and a 17% decrease by 2100, threatening global food security.
Florida Pet Plans: Essential Questions Fundamental ConceptsRobert Kulas
A pet plan is a part of an estate plan that deals with the needs of your pets or other animals after you die or in the event you become incapacitated. Learn more about Florida pet plans in this presentation.
Letters of Instruction in Florida: Specific Details, Updates, OptionsRobert Kulas
The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering heart rate and blood pressure. Studies have shown that meditating for just 10-20 minutes per day can have significant positive impacts on both mental and physical health.
Incapacity Planning in Florida: Issues and OptionsRobert Kulas
The document discusses the results of a study on the effects of exercise on memory and thinking abilities in older adults. The study found that regular exercise improved performance on memory and thinking tests in sedentary older adults aged 60-79. Exercising for just 30 minutes three times a week at a moderate intensity was enough to see cognitive benefits.
Florida Probate: More Questions and OptionsRobert Kulas
When we're talking about the probate of a decedent's estate, there are three different process in Florida. Learn more about Florida probate in this presentation.
Estate Planning Fiduciary Roles Making Tough ChoicesRobert Kulas
Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which assets make take up much of your decision making thought processes; however, choosing who to appoint in fiduciary roles should be afforded a significant amount of thought as well.
Revocabe living trusts essential concepts, questions and answersRobert Kulas
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise stimulates the production of endorphins in the brain which elevate mood and reduce stress levels.
Synopsis On Annual General Meeting/Extra Ordinary General Meeting With Ordinary And Special Businesses And Ordinary And Special Resolutions with Companies (Postal Ballot) Regulations, 2018
Genocide in International Criminal Law.pptxMasoudZamani13
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Presentation slides for a session held on June 4, 2024, at Kyoto University. This presentation is based on the presenter’s recent paper, coauthored with Hwang Lee, Professor, Korea University, with the same title, published in the Journal of Business Administration & Law, Volume 34, No. 2 (April 2024). The paper, written in Korean, is available at <https://shorturl.at/GCWcI>.
Lifting the Corporate Veil. Power Point Presentationseri bangash
"Lifting the Corporate Veil" is a legal concept that refers to the judicial act of disregarding the separate legal personality of a corporation or limited liability company (LLC). Normally, a corporation is considered a legal entity separate from its shareholders or members, meaning that the personal assets of shareholders or members are protected from the liabilities of the corporation. However, there are certain situations where courts may decide to "pierce" or "lift" the corporate veil, holding shareholders or members personally liable for the debts or actions of the corporation.
Here are some common scenarios in which courts might lift the corporate veil:
Fraud or Illegality: If shareholders or members use the corporate structure to perpetrate fraud, evade legal obligations, or engage in illegal activities, courts may disregard the corporate entity and hold those individuals personally liable.
Undercapitalization: If a corporation is formed with insufficient capital to conduct its intended business and meet its foreseeable liabilities, and this lack of capitalization results in harm to creditors or other parties, courts may lift the corporate veil to hold shareholders or members liable.
Failure to Observe Corporate Formalities: Corporations and LLCs are required to observe certain formalities, such as holding regular meetings, maintaining separate financial records, and avoiding commingling of personal and corporate assets. If these formalities are not observed and the corporate structure is used as a mere façade, courts may disregard the corporate entity.
Alter Ego: If there is such a unity of interest and ownership between the corporation and its shareholders or members that the separate personalities of the corporation and the individuals no longer exist, courts may treat the corporation as the alter ego of its owners and hold them personally liable.
Group Enterprises: In some cases, where multiple corporations are closely related or form part of a single economic unit, courts may pierce the corporate veil to achieve equity, particularly if one corporation's actions harm creditors or other stakeholders and the corporate structure is being used to shield culpable parties from liability.
सुप्रीम कोर्ट ने यह भी माना था कि मजिस्ट्रेट का यह कर्तव्य है कि वह सुनिश्चित करे कि अधिकारी पीएमएलए के तहत निर्धारित प्रक्रिया के साथ-साथ संवैधानिक सुरक्षा उपायों का भी उचित रूप से पालन करें।
Matthew Professional CV experienced Government LiaisonMattGardner52
As an experienced Government Liaison, I have demonstrated expertise in Corporate Governance. My skill set includes senior-level management in Contract Management, Legal Support, and Diplomatic Relations. I have also gained proficiency as a Corporate Liaison, utilizing my strong background in accounting, finance, and legal, with a Bachelor's degree (B.A.) from California State University. My Administrative Skills further strengthen my ability to contribute to the growth and success of any organization.
This document briefly explains the June compliance calendar 2024 with income tax returns, PF, ESI, and important due dates, forms to be filled out, periods, and who should file them?.
1. FLORIDA LETTERS OF
INSTRUCTION - PART 1
“In this month's discussion of important estate planning
concepts we are going to turn our attention to the letter of
instruction.”
ROBERT J. KULAS
FLORIDA ESTATE AND MEDICAID PLANNING ATTORNEY
2. Letters of Instruction in Florida– Part1 www.kulaslaw.com 2
Unlike manyof the other estateplanning tools we have discussed in the past,
letters of instructionareoften not well known by the generalpublic, even though
they serve an importantrolein the planning process. To help explainwhat a
letter of instructionis, what it does, and how it canhelp you, todaywe aregoing
to beginour first of a two-part discussionbytaking a look at some essential ideas.
MANAGING YOUR ESTATE
The estateplanning process, when looked at from a broader perspective, canbe
seen as primarilyexisting inorder to answer twoquestions. First, what happens
to your possessions after you die? Second, what happensto you and your
3. Letters of Instruction in Florida– Part1 www.kulaslaw.com 3
possessions should you becomeincapacitated?In both of these situations
someone else will have to play an importantrole in managingyour propertyor
affairs. Depending on what happens to you, that person canbe your estate
administrator, anagent
under a power of attorney,
or a representativeunder
an advancemedical
directive.
For example, if you
becomeincapacitated,
your agent under your
financialpower of attorney
will have to step in to begin
managing your financialand propertyaffairsfor you. Will that agent know what
kind of propertyyou own? Will he or she know who to talkto about your bank
accounts, investment accounts, or other financialdetails?
The letter of instructionisdesigned to addressthese types of practical, day-to-
day questionsyour representativesmightface. It is a tool designed to help your
representativesasthey go about theprocess of carrying out your wishes, or
representing your propertyor interests. The letter is simplya document that
containsimportantinformationthat your representativeswillneed as they go
about their duties.
4. Letters of Instruction in Florida– Part1 www.kulaslaw.com 4
LETTERS AND LEGALITIES
In our next discussionon thistopic we will get intothe detailsof what a letter of
instructionwillactuallycontain. However, it'simportant tounderstand that
letters of instructionaresignificantlydifferent thanmanyof the other estate
planning tools you will createbecauseof their relatively unique legal status.
Unlike, for example, a will or a power of attorney, Florida law does not directly
addresswhat you need to do to createa letter of instruction. Becauseofthis,
there areno formallegal requirementsthat you need to meet when you choose to
createsuch a letter.
Thisquasi-legalstatuscanbe double-edged sword. On one hand, the informal
natureof a letter of instructionmeansthat you arefree to make changesto the
5. Letters of Instruction in Florida– Part1 www.kulaslaw.com 5
document whenever you like. You don't have to consult your attorney, you don't
have to make sure to have witnessessign the letter, and you don't have to have
anyone notarizeit. You can simply includeor remove whatever you want.
On the other hand, should a court one day get involved and be asked to enforce
the termsor conditionsyou place in your letter of instruction, it willnot do so.
Unlike other estateplanning tools, a Florida court will not look at your letter of
instructionasa legally enforceabledocument. If there are any choicesor desires
you expressin your letter, a court will ignorethem in favor of any other formally
recognized estateplanning tools you might havecreated.
So, while the letter of instructiongivesspecific benefits, it also hassignificant
limitationsofwhich you must be awarebeforeyou decideto includeone in your
estateplan.
SPEAKING TO YOUR ATTORNEY
A good estateplan is one you craft in light of your particular needs,
circumstances, and thelaws of thestatein which you live. Even though lettersof
instructionareinformaltools that canbe easily changed and amended, that
doesn't meanthat you should go about theprocess of creating a letter without
your attorney'shelp.
6. Letters of Instruction in Florida– Part1 www.kulaslaw.com 6
In fact, becauselettersof instructionareso informal, making sure that they
includethe necessary
informationtohelp make
managing your estateeasier
is something you should only
do in light of the other estate
planning tools you and your
attorneydecideto create. If
you craft a letter of
instructionincorrectlyand
includethe wrong types of
directionsor information, thiscould actuallymakeyour letter more confusing
thanhelpful.
So, if you'd like to craft a letter of instruction, need help getting startedonan
estateplan, or have questions, you should contact usat your earliest convenience.
7. Letters of Instruction in Florida– Part1 www.kulaslaw.com 7
About the Author
Robert J Kulas
Robert is the founder and principal shareholder in the Port St. Lucie and
VeroBeach law offices of Robert J. Kulas, P.A. Because he believes that
helping his clients manage their personal affairs wisely is one of the most
worthwhile professional activities he can pursue, he has devoted his
practice exclusively to estate planning.
Robert has invested considerable time and energy helping to educate
others in estate planning and is widely regarded as a dynamic speaker
who can make even the most complex estate planning issues easy tograsp. He provides free
monthly seminars to inform the public on the importance of proper estate planning. Over the
past twenty years, thousands of people have come to hear him speak. “Helping people
understand their options for estate planning is very important tome,” Robert said. “I like to
think that people in our community can look to me for the kind of quality information they
need to decide what is best for them and their families.”
About Robert J. Kulas, P.A. Attorneys at Law
Robert J. Kulas, P.A. Attorneys at Law is a full service estate planning and wealth preservation
law firm servicing Port St. Lucie and VeroBeach, Florida.
The firm is dedicated to providing you with quality estate planning resources, so you can
become familiar with all of the existing options. When you visit or call the office, we want you
to feel comfortable discussing such an important issue concerning both you and your family.
We want to arm you with the information you need to make an informed decision about your
family's future.
www.kulaslaw.com
East Lake Professional Center
2100 SE Hillmoor Drive, Suite 105
Port St. Lucie, FL 34952
Phone: (772) 398-0720
Univest Building
2770 Indian River Blvd., Suite 321
Vero Beach, FL 32960
Phone: (772) 778-8481