Lumsden Law

Through the years I have built a reputation as a leader As a young professional, hospitality was a great fit for my personality. The job was never just about me.

Through the years I have built a reputation as a leader who crushes goals, adds value, and creates lasting relationships along the way. I have had the privilege of leading dynamic teams of amazing individuals and have seen them flourish through some of our nation’s most recent trying financial times. Through their success and dedication, our clients flourished as well. While I enjoyed my work, I e

ventually tired of making money for large corporations and decided it was time to help the individuals who really need it, and Lumsden Law was born. Walking away from hospitality was hard, but once I created my first estate plan I never looked back, realizing how my skills would translate to my clients’ success.

06/24/2026

𝐘𝐨𝐮𝐫 𝐁𝐚𝐧𝐤 𝐒𝐚𝐲𝐬 𝐘𝐨𝐮 𝐍𝐞𝐞𝐝 𝐚 𝐍𝐞𝐰 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐓𝐫𝐮𝐬𝐭—𝐍𝐨𝐰 𝐖𝐡𝐚𝐭?

Have you been told by your bank that you can't simply retitle your account into your trust?

You're not alone.

This is something many clients encounter when funding their revocable living trust, and it can create unexpected questions about direct deposits, automatic payments, and account access.

In this video, I explain what this means, why banks sometimes require it, and what you should consider before making the change.

Have questions about funding your trust? Contact Lumsden Law to schedule a consultation and make sure your plan is working the way it's intended.
🔗 https://lumsdenlawfirm.com/contact-us/

06/20/2026

𝐀𝐧𝐨𝐭𝐡𝐞𝐫 𝐇𝐚𝐩𝐩𝐲 𝐂𝐥𝐢𝐞𝐧𝐭, 𝐀𝐧𝐨𝐭𝐡𝐞𝐫 𝐅𝐚𝐦𝐢𝐥𝐲 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐞𝐝

There is no greater compliment than knowing a client felt supported, informed, and confident throughout the estate planning process.

At Lumsden Law, we strive to make complex legal matters easier to understand while providing personalized guidance every step of the way.

Thank you to our clients for trusting us with some of life's most important decisions. We are grateful for the opportunity to help families plan for the future and protect what matters most.

If you've been thinking about creating or updating your estate plan, we'd be happy to help. Contact Lumsden Law to schedule a consultation and learn how we can assist you.
🔗 https://lumsdenlawfirm.com/contact-us/

06/19/2026

𝐒𝐩𝐞𝐚𝐤𝐢𝐧𝐠 𝐨𝐧 𝐭𝐡𝐞 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐏𝐫𝐨 𝐁𝐨𝐧𝐨 𝐒𝐞𝐫𝐯𝐢𝐜𝐞

⚖️ Had the opportunity to serve as a guest speaker at the Legal Aid Society of the Orange County Bar Association's Summer Soiree a few weeks ago.

The event brings together approximately 50 new attorneys and introduces them to the opportunities and benefits of incorporating pro bono work into their practice.

It was great to be part of the conversation and share insights on the value of serving the community through the legal profession.

One of my favorite photos from the evening is with the event's emcee, the Senior Staff Attorney of Pro Bono Engagement for the Legal Aid Society of the Orange County Bar Association.

Thank you to the Legal Aid Society and the Orange County Bar Association for the invitation and for hosting such a valuable event.

06/16/2026

🏡 𝐂𝐨𝐮𝐥𝐝 𝐚 𝐋𝐚𝐝𝐲 𝐁𝐢𝐫𝐝 𝐃𝐞𝐞𝐝 𝐇𝐞𝐥𝐩 𝐘𝐨𝐮 𝐀𝐯𝐨𝐢𝐝 𝐏𝐫𝐨𝐛𝐚𝐭𝐞?

A Lady Bird Deed can be a powerful tool for Florida homeowners who want to keep their property out of probate while maintaining complete control of it during their lifetime.

But before you sign one, there are important factors to consider—especially if your property has an outstanding mortgage.

In this video, I explain how Lady Bird Deeds work, their benefits, and why it's important to understand the potential risks before moving forward.

Thinking about using a Lady Bird Deed as part of your estate plan? Schedule a complimentary consultation with Lumsden Law to discuss your options and determine whether it's the right strategy for your situation.
🔗 https://lumsdenlawfirm.com/contact-us/

06/10/2026

𝐖𝐡𝐚𝐭 𝐖𝐨𝐮𝐥𝐝 𝐘𝐨𝐮 𝐖𝐚𝐧𝐭 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲 𝐭𝐨 𝐊𝐧𝐨𝐰 𝐀𝐛𝐨𝐮𝐭 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬?

If something happened to you today, would your family know:
• Where your business bank accounts are?
• Who your key clients are?
• What contracts are active?
• How payroll gets processed?
• Who to call first?

Most business owners carry this knowledge in their head — and nowhere else.

An estate plan for business owners isn't just about legal documents. It's about making sure the people you love aren't left scrambling.

💬 What's the ONE thing you'd want your family to know about your business if you couldn't tell them? Share below.

If you're ready to put it all in writing, Lumsden Law can help. ⚖️
🔗 https://lumsdenlawfirm.com/contact-us/

06/08/2026

𝐅𝐥𝐨𝐫𝐢𝐝𝐚'𝐬 𝐇𝐮𝐦𝐢𝐝𝐢𝐭𝐲 𝐈𝐬 𝐑𝐢𝐬𝐢𝐧𝐠 — 𝐒𝐨 𝐈𝐬 𝐭𝐡𝐞 𝐔𝐫𝐠𝐞𝐧𝐜𝐲 𝐭𝐨 𝐏𝐫𝐨𝐭𝐞𝐜𝐭 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬

May in Central Florida means one thing: it's about to get very hot, very fast. ☀️

For business owners, this is also a natural checkpoint. You're halfway through the year. Contracts are in motion. Revenue is flowing.

But have you taken the time to protect what's generating all of that?

As hurricane season approaches, now is the time to:
• Review your estate plan for business assets
• Confirm your power of attorney is current
• Ensure your insurance and legal documents are aligned
• Have the succession conversation with your partner or family

Don't wait for a storm — literal or otherwise — to force the issue.

🔗 https://lumsdenlawfirm.com/contact-us/

06/05/2026

𝐇𝐚𝐯𝐞 𝐘𝐨𝐮 𝐍𝐚𝐦𝐞𝐝 𝐒𝐨𝐦𝐞𝐨𝐧𝐞 𝐭𝐨 𝐑𝐮𝐧 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐟 𝐘𝐨𝐮'𝐫𝐞 𝐒𝐮𝐝𝐝𝐞𝐧𝐥𝐲 𝐔𝐧𝐚𝐛𝐥𝐞 𝐓𝐨?

Quick poll for business owners:

If you were suddenly unable to work — hospital stay, serious injury, unexpected health crisis — is there someone legally authorized to step in and run your business?

There's no shame in answering C. Most business owners haven't.

But the gap between "someone could probably figure it out" and "someone is legally authorized to act" is the difference between business continuity and chaos.

If your answer is B or C, let's close that gap. ⚖️
🔗 https://lumsdenlawfirm.com/contact-us/

06/02/2026

𝐓𝐡𝐞 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐌𝐨𝐬𝐭 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬-𝐎𝐰𝐧𝐢𝐧𝐠 𝐂𝐨𝐮𝐩𝐥𝐞𝐬 𝐀𝐯𝐨𝐢𝐝 — 𝐀𝐧𝐝 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬

"What happens to the business if something happens to me?"

It's the question that sits in the back of every business-owning couple's mind — and the one most couples never actually sit down to answer.

Not because they don't care. Because the conversation feels too heavy. Too morbid. Too "we'll deal with it later."

But here's the reality: later doesn't wait.

If one spouse runs the business and the other doesn't know how it operates, doesn't have legal authority to access accounts, and hasn't been named in the right documents — "later" becomes a crisis.

Having this conversation — and documenting it legally — is one of the most loving things you can do for each other.

Lumsden Law helps couples turn difficult conversations into clear, actionable plans. ⚖️
🔗 https://lumsdenlawfirm.com/contact-us/

05/29/2026

𝐃𝐮𝐫𝐚𝐛𝐥𝐞 𝐏𝐨𝐰𝐞𝐫 𝐨𝐟 𝐀𝐭𝐭𝐨𝐫𝐧𝐞𝐲 𝐯𝐬. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭𝐬: 𝐖𝐡𝐚𝐭 𝐂𝐨𝐯𝐞𝐫𝐬 𝐖𝐡𝐚𝐭?

Many Florida business owners assume their operating agreement covers incapacity. It usually doesn't.

Here's the difference:

📋 Operating Agreement / Bylaws
Governs internal business decisions — voting, profit sharing, management structure. May or may not address what happens if a member becomes incapacitated.

📋 Durable Power of Attorney (DPOA)
A personal legal document that gives a trusted person authority to act on YOUR behalf — including managing your interest in a business — if you become unable to do so.

Without a DPOA, your spouse or family may not have the legal authority to step in, even if they know how to run the business.

You need both. And they need to work together.

If you're not sure whether your documents are aligned, Lumsden Law can help you review them. ⚖️
🔗 https://lumsdenlawfirm.com/contact-us/

05/27/2026

𝐖𝐡𝐚𝐭 𝐇𝐚𝐩𝐩𝐞𝐧𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐟 𝐘𝐨𝐮 𝐁𝐞𝐜𝐨𝐦𝐞 𝐈𝐧𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐚𝐭𝐞𝐝?

Most business owners plan for growth — but not for the scenario where they suddenly can't work.

If you were in a serious accident or suffered a medical emergency tomorrow, who would:
• Sign checks and pay employees?
• Make decisions about clients and contracts?
• Access business bank accounts?
• Keep daily operations running?

Without a durable power of attorney and an incapacity plan built into your trust, your family may need to go through court — a process that can take weeks or months while your business suffers.

For business owners who are the sole operator, this is especially critical. Your family may have no legal authority to act.

Don't wait until it's too late. Schedule a consultation with Lumsden Law.
🔗 https://lumsdenlawfirm.com/contact-us/

Address

1711 Amazing Way, Suite 210
Ocoee, FL
34761

Website

https://lumsdenlawfirm.com/

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