Law Offices of James W. Mallonee, P.A.
Port Charlotte 941-206-2223
Venice 941-207-2223
Helping individuals & families across Florida with their legal matters since 2005

Category Archives: Asset Protection

Limited Liability Estate Planning or Tenants by Entirety – Which is Better?

By Law Offices of James W. Mallonee, P.A. |

From time to time, I get asked about protecting assets as they move from generation to generation and how to assure certain assets remain within a family’s blood line. Under normal circumstances when an asset, whether cash or real property, transfers to a child or surviving spouse, it is subject to that individual’s discretion… Read More »

CAN I DEVISE MY PROPERTY TO ANYONE?

By Law Offices of James W. Mallonee, P.A. |

I frequently have questions from clients who ask if they can devise their property to anyone? The short answer to that question is generally yes; but, with some thoughts about the consequences of doing so. Many times, this comes down to whether siblings, children or a spouse are still alive at the time of… Read More »

Asset Protection and Your Revocable Trust

By Law Offices of James W. Mallonee, P.A. |

Lawyers are frequently asked if a client’s non-exempt assets are protected from creditors when placed into an individual’s revocable trust. Sadly, the answer is no. The only means by which a person could have their non-exempt assets protected from creditors when placed into an individual revocable trust is to have a spendthrift clause coupled… Read More »

Designed and Powered by NextClient

© 2013 - 2019 Law Offices of James W. Mallonee, P.A. All rights reserved.
Custom WebExpress™ attorney website design by NextClient.com.

Quick Contact Form - Tab
Captcha Image