Moran & Associates

Moran & Associates Trusts, Trust Administration, Estate Planning, Wills, Probate, Real Estate.

Setting aside money for a child or sibling with a disability feels like the most loving thing a Tequesta family can do. ...
06/18/2026

Setting aside money for a child or sibling with a disability feels like the most loving thing a Tequesta family can do. It can also be the fastest way to cost them their Medicaid and SSI if the gift lands in the wrong place.

Florida sets the asset limit for a single Medicaid applicant at just $2,000 in 2026. SSI follows the same threshold. A $5,000 birthday gift, named life insurance beneficiary, or line in a will leaving assets directly to a disabled loved one can push them over that line overnight, ending benefits they may have waited years to qualify for.

Moran Law can walk you through your options. Call (561) 779-2029 to schedule a consultation. 🏛️

Picking a personal representative feels like a simple decision until Florida law gets involved. That childhood best frie...
06/14/2026

Picking a personal representative feels like a simple decision until Florida law gets involved. That childhood best friend or business partner? Neither can serve as personal representative for your Palm Beach estate.

Here's what catches families off guard. Florida Statute 733.302 draws a hard line on eligibility. Non-residents are barred from serving unless they fall within a narrow circle: spouse, parent, child, sibling, or a relative by lineal consanguinity.

A periodic check of your nominations protects against all of that. Serving Palm Beach and Tequesta, Moran Law can review your will and make sure your choices still hold. Reach us at (561) 779-2029. 🏛️

"Once it's signed, it can never be changed."That's what many Palm Beach families believe about irrevocable trusts. But F...
06/12/2026

"Once it's signed, it can never be changed."

That's what many Palm Beach families believe about irrevocable trusts. But Florida law tells a different story.

An irrevocable trust moves assets out of your personal estate and into a protected structure. For business owners, physicians, and families with significant wealth, this means real protection from future creditors, reduced estate taxes, and the ability to control exactly when and how loved ones receive their inheritance.

Here's what surprises most people: Florida's Trust Code provides multiple pathways to modify these trusts when circumstances change.

Moran Law helps Palm Beach families navigate trust planning with clarity. Call (561) 779-2029 to start the conversation.

Most people assume official trust correspondence is routine paperwork. When documents arrive explaining proposed changes...
06/12/2026

Most people assume official trust correspondence is routine paperwork. When documents arrive explaining proposed changes to your inheritance structure, the instinct is to set them aside for "later."

Later might be too late.

Florida law gives certain trustees authority to transfer trust assets into an entirely new arrangement, same assets, potentially different rules governing when you receive them and under what conditions.

Trustees cannot complete this restructuring quietly.

Questions about trust restructuring documents? Moran Law counsels Palm Beach beneficiaries through decanting situations. Contact us at (561) 779-2029.

A trust can protect your family's wealth for generations. But only if creditors can't reach it first.In Florida, a spend...
06/02/2026

A trust can protect your family's wealth for generations. But only if creditors can't reach it first.

In Florida, a spendthrift provision creates a legal barrier between your beneficiary's inheritance and outside claims. Lawsuits, divorce settlements, business failures, even a beneficiary's own poor decisions cannot touch assets still held in a properly structured trust.

Does your trust document contain the words "spendthrift trust" or "spendthrift provision"? If those terms are absent, the creditor protection you assumed may not exist.

Moran Law guides Palm Beach and Tequesta families through trust creation and review. Call (561) 779-2029 to discuss how spendthrift protection fits your estate plan.

Palm Beach County has probate rules that exist nowhere else in Florida.Since March 2022, the 15th Judicial Circuit requi...
06/02/2026

Palm Beach County has probate rules that exist nowhere else in Florida.

Since March 2022, the 15th Judicial Circuit requires specific checklists to be e-filed alongside every formal administration petition. File without one? Your petition gets rejected. Formal administration is how most Palm Beach estates move through probate when a loved one passes.

Most estates wrap up within about a year. But a missed filing, improper creditor notice, or incomplete documentation can stretch that timeline and create personal liability for whoever is serving as representative.

Moran Law guides personal representatives through Palm Beach probate from petition to closing. Call (561) 779-2029 to schedule a consultation.

That moment arrives unexpectedly. A loved one has passed, and suddenly you're managing their final affairs. Most people ...
05/23/2026

That moment arrives unexpectedly. A loved one has passed, and suddenly you're managing their final affairs. Most people agree without hesitation. But few understand what Florida law actually demands once you step into this position.

From the instant your appointment becomes official, you operate under strict fiduciary standards. Your immediate responsibilities include locating and safeguarding all estate property. Obtaining appraisals and filing sworn inventory documents. Meeting statutory deadlines Florida courts enforce without exception.

Moran Law supports Palm Beach estate representatives throughout the entire probate process. Call (561) 779-2029 to explore your options.

The Myth of the Unchangeable Trust: What Palm Beach Wealth Holders Should Know"Your parents set this up to last forever....
05/23/2026

The Myth of the Unchangeable Trust: What Palm Beach Wealth Holders Should Know

"Your parents set this up to last forever. There's nothing anyone can do."

I hear this weekly from families who inherited trust arrangements created in entirely different eras. Here's the reality most advisors skip: Florida legislators built flexibility directly into our trust statutes.

Everything transforms across two decades. Beneficiaries develop substance issues or recover. Divorce reshapes family trees. Grandchildren with special needs arrive. Tax codes undergo complete overhauls. A 2005 framework cannot serve 2024 families effectively.

Moran Law advises Palm Beach families on trust adaptation. Call (561) 779-2029.

What Creditor Attorneys Actually Do With Your Trust DocumentsPicture this: A collection lawyer just received your family...
05/13/2026

What Creditor Attorneys Actually Do With Your Trust Documents

Picture this: A collection lawyer just received your family's trust through discovery. Every page gets scrutinized for weaknesses they can exploit in court. This adversarial review happens more often than families realize.

Trusts with weaknesses can be amended to meet contemporary standards. Families addressing vulnerabilities proactively retain maximum flexibility. Those discovering problems mid-lawsuit face severely limited choices.

Protection that crumbles under scrutiny was never real protection.

Moran Law evaluates trust documentation for Tequesta and Palm Beach families. Schedule your review at (561) 779-2029.

Here's a scenario that catches many families off guard: A trust established decades ago now threatens your adult child's...
05/13/2026

Here's a scenario that catches many families off guard: A trust established decades ago now threatens your adult child's Medicaid eligibility. The very structure meant to provide security becomes an obstacle to essential healthcare coverage.

Most people don't realize Florida offers a powerful solution called decanting.

Under Florida Statute §736.04117, an authorized trustee can pour assets from one irrevocable trust into an entirely new trust, one with terms that work for today's reality. No courtroom required.

Moran Law guides Palm Beach families through these complex trust restructuring decisions. Reach us at (561) 779-2029 for a consultation.

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