Legal Question in Wills and Trusts in Florida

Dad, a resident of FL died there in Dec 2013. Both parents have a Will and a Trust since 1997. His Will states that after debts are paid all remaining property goes into his trust. My mother is appointed personal rep. The trust names her as successor trustee. Upon his death the trustee is instructed to �convey to said spouse a sum �.equal to the maximum marital deduction allowable at my death� also �taking precedence over the above, assets passing to the surviving spouse from whatever source, together with property said spouse may already own, shall equal an amount at least equivalent to the maximum that could be shelter by the unified credit, allowable in the year of the settlor's death. His estate value at death was approx 500,000.


Asked on 3/17/14, 7:04 am

1 Answer from Attorneys
Joseph Pippen Law Office of Joseph Pippen & Associates

So-the entire amount would be distributed to the spouse.

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Answered on 3/18/14, 5:06 am


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