FAQ’s

Watch these videos and listen to Greg explain common legal questions relating to topics such as: Trusts, Wills, Estate Planning, Homeowner Associations, Business Law, and Church Law.

 
 

 

Do I need a Will?

A will is perhaps the most important legal document one can ever have. Everyone should have one. It allows you the opportunity to control exactly what you want to be done with your property. It allows you to give your property to who you want it given to or to not give your property to people you don’t want to have them.

It allows you to control the distribution of your estate. It allows you to control tax consequences and issues. Most importantly, the keyword there is control, you're in charge of your property.

Can a will be changed or revoked?

A will can absolutely be changed or revoked by the person who created the will as long as that person has capacity. The easiest way to change or revoke a will is to simply tear it up.

You can also change a will by adding to it amendments which are called codicils. You can add to or take away from your will thereby revoking prior portions of your will by simply amending it. It can be revoked or amended or completely sorted anytime as long as the person has capacity.

How can I leave specific items to particular people?

Generally there are two ways that you can specifically leave items in your will to persons that are going to inherit from you. The first is by a specific bequeath. You include the name in the will of the person who’s going to receive this specific item, for instance, a specific piece of property.

There’s a second way and it’s enforceable out of courts and that's have a personal property memorandum. This is an item that is kept with your will and overtime, as you develop ownership of things that may not be important enough to change your will, you simply add them to your will. For instance, if you have a special bracelet or a watch or a ring that you want to leave to a family member, you will write it on your memorandum, leave it with your will and the personal representative is duty-bound to carry out your instructions and to make sure that property, after you pass, is given to the person named in the memorandum.


What if I already have a will and now I want to make changes?

A will can be changed at any time by you as long as you have capacity to do so. To change a will, you have to have the same capacity you had when you made the will. You can change the will by adding a moment to it which is called a codicil. It can be a single item type codicil where you want to add someone to a will or write a specific request in a will. You can also use it to change the name of your personal representative or who you don't want to inherit from you.

What is a living will?

A living will is often referred to as a healthcare directive. It is a legal document that directs healthcare providers, doctors, hospitals, and your family as to what decisions you want to be made for your care under certain situations. It is binding in the state of Florida, and provides direction to your healthcare providers as well as to your family, as to how you want your healthcare provided when you're no longer able to talk to them or make a decision for them.

Why have health directives?

Health directives often referred to as your living wills, are important for people to consider and to keep current. The biggest and foremost reason you should have a health directive or a living will is so that your loved ones, your family members know what your will and your decisions in a certain situation would be when you’re not able to answer them.

It gives them comfort and guidance to know what you have already decided so they can carry out your decisions at crucial and critical times when they’re faced with a lot of stress or pressure. A second important reason is a health directive or a living will provides immunity for a doctor or a hospital or a healthcare provider. If they follow your directions and they carry out your provisions, then it gives them immunity from a lawsuit if they do follow your written and documented directives.


What powers can I give through a durable power of attorney?

A durable power of attorney is an incredibly legal document. It basically allows you to do anything to the power of attorney that you could do without the power of attorney. So you can now allow anyone who accepts your appointment to buy and sell property, sign contracts, sign legal documents, manage healthcare decisions, pretty much anything you can do, they can do for you under a durable power of attorney.

I have signed a durable power of attorney can I change my mind?

Once you've signed a durable power of attorney, it's still your power of attorney. You have the right to revoke it, resend it, change it, destroy it any time. There is one legal requirement, you still have to have capacity to do so. You can't destroy it if you no longer have legal capacity. Since it's your power of attorney and perhaps one of most important planning tools you can use, it can absolutely be modified by you at any time after you've issued it

If a parent is unable to handle their financial matters, what can I do?

Unfortunately, there comes a time when we are often faced with helping our parents with their financial decisions as they get older. It's important that we recognize these times so that we can avoid mistakes or worse, being subject to a scam. One of the things you can do is have a Durable Power of Attorney appointed by your parent which gives you all the authority that they would have to operate for them. They have to have the capacity to do this. It's important it be written and signed, and procedures properly followed.

A second avenue is having a trust formed. In fact, that can be done where the parent is actually the trustee for a period of time, but as they lose control or the ability to handle their affairs, the trustee has a legal and fiduciary obligation to take care of their affairs them.

The final and the most drastic method is a conservatorship, which actually sometimes referred to as a guardianship, requires a court order determining that the parent is no longer able to take care of their affairs and the court appoints someone to do so.


What is a pet trust?

Legally, in Florida, pets are considered property. A pet trust is a legal document which allows pet owners to set up a trust to take care of their pets, to provide for their pets, in the event the owner becomes incapacitated or passes. Unlike a will directive, which is not enforceable, a pet trust is enforceable, and it carries out the wishes of the owner of the pet to make sure the pet is provided for throughout the life of the pet.

Why should I get a gun trust?

A gun trust is important to have if you have NFA-restricted or prohibited items such as a suppressor or an automatic weapon. Gun trusts are important because they give you protection and protect your ability to maintain, keep, and transfer those. Since there’s no filing fee once you have the trust, you can hold them forever in the trust. But they allow you the opportunity to avoid probate, and if you have to pass them on through your passing, they go outside your estate.

And, for instance, if you’re going to leave your favorite short gun that you inherited from your grandfather to your son, who’s not old enough to handle it or a yet to hold it, legally, a gun trust allows that item to be held for your son in trust until he’s of age to keep it. So it allows you to avoid the probate process and the legal requirements for ownership completely.

What should I name my gun trust?

You have the right to name your gun trust anything you like. We recommend that it be a short, clearly identifiable name, so there's no misunderstandings or miscommunications in the event you have to show your gun trust to authorities. I recommend that you put your name in your gun trust, for instance, the Greg D. Crosslin NFA Gun Trust. That way if I ever have to show it to the authorities, it's clearly identifiable as mine, as my name, as my information in it, and that's what we recommend to our clients.


I already have another trust -- can I have a gun trust too?

Absolutely. In fact, I recommend that you have another trust if you have another trust, that you have a gun trust, separate on part and distinct from any other trust you have, no matter how many trusts you may have. It is important to keep NFA-restricted and prohibited items separately and apart from any other item.

Can I let others use the NFA weapons in my gun trust?

Gun trusts are perhaps one of the most unique and interesting legal documents ever created. The question is whether other people can use your items whether be weapons, silencers, or the like in your trust, depends. If you’re, for instance, in a shooting range and you're in close proximity is someone who is not a co-trustee with you, you can allow them to use your weapons or other items if they are next to you or very close to you.

However, you can’t give someone else permission just by either writing a permission slip or verbal permission to use your items. You have to be there with them. You can, however, if you have a gun trust, have a co-trustee, and as long as that co-trustee is identified in the gun trust, that co-trustee has every right to use the weapons when you are not present.

What is a homeowner’s association?

A homeowner's association or HOA is generally a concept that is developed in our community. They join together to enforce the same set of rules and standards throughout the community, to protect the community and to protect the values of the property within the community.

It has requirements. It must have a board of directors. It must have written guidelines. These guidelines must be recorded with the Clerk of Court’s Office for each association and development.


What is a homeowner’s association?

Unfortunately, an HOA board member can be sued. Florida Statutes and Florida law recognizes that an HOA board member has a fiduciary duty to his association. As long as he’s carrying out those duties in a proper accord with the statute, then he will be relieved of liability. Unfortunately, he can be sued.

Florida courts have also adopted the business judgment rule which basically says, “The Courts will not go behind the association and second guess their business judgments as long as they were issued or made and allowed in course of their doing their duty to protect the association.”

What is piercing the corporate veil?

Piercing the corporate veil is a litigation term where one identity tries to pierce the veil or go behind the protection of the company, whether it be a limited liability company, or a sub chapter S corporation or a C corporation, to do away with the protections of the company. In fact, if you are successful in piercing the corporate veil, then the persons, the shareholders, directors or the members become personally liable for the activities or the debts of the company.

What does it mean to have a limited liability company or LLC?

A limited liability company is often referred to as an LLC. It's an organizational structure that allows a single individual to have company protection. It offers the pass-through benefits for tax purposes of a sole proprietorship, but the protection of a company.


What are the advantages of having a limited liability corporation, or LLC?

There are so many advantages to having a limited liability corporation or an LLC. First of all, they're more flexible than any other entities. They're much more flexible than a subchapter C, there's not much paperwork required and because you have the pass-through advantages of the sole proprietorship or partnership type situation for the taxes, you decide how you want to be taxed.

Finally, there's less paperwork involved than there is for a subchapter C. In addition and perhaps more important characteristic of a limited liability company is the fact that you can hire a member, or hire a manager, or you can be as involved or as uninvolved in the management, as you want.

What does it mean to have a sole proprietorship?

A sole proprietorship is the simplest form of a business structure. Essentially, it's one owner doing business as himself. There's no distinction between the owner and business, which means the owner takes all the profits and the owner is also responsible for all the debts, all the responsibilities, and unfortunately all the liabilities of his business.

What does interference with contractual relations mean?

The Court of law recognizes interference with a contractual relationship as a cause of action. That's where two parties have a contract and a third party interferes. The key is, knowingly interferes or intends to interfere with that relationship causing one of the parties to breach the relationship. Court of law also recognizes interference with business the relationship which doesn't require written contract with the same situation where a third party comes in and intentionally interferes with the relationship between the two parties of the contract, thereby causing one of the parties to breach it, or in this case, cause a bad aspect of the relationship.


Are there alternatives to going to court to resolve business disputes?

There are alternatives instead of going into court for business disputes. The first is what Florida recognizes arbitration or has its own arbitration act. In that situation, the parties select an arbitrator, trained and certified by the state, who acts if you will as a private judge who receives evidence, takes testimony and makes a decision that's binding on the parties. The second and perhaps more popular method is for the use of mediation. In that situation, the parties all agree on a mediator and the mediator receives information from all the sides and helps the parties themselves by facilitating it out loud working back and forth. Going to the parties and helping them work out their own resolution. Most lawsuits in Florida result in mediation and most meditations are successful, 85 to 90% of the time.

What is a covenant not to compete?

A covenant not to compete is only a clause in an employment agreement. It allows the employer to protect his business by restricting the employee's ability to leave the company under certain situations. It allows the protection of the company, and also a good covenant not to compete will balance the covenant not to compete with the interest of the employee, so the employee still has a right to earn a living.

Is a covenant not to compete enforceable?

The code to not to compete is absolutely enforced while in the state of Florida. A code to not compete has certain requirements that must be met. It must be in writing, it must be signed, it must be reasonable in time, scope, duration, and line of business. There are recent restrictions Florida courts have determined but they can be enforced while through a court.


What are church by-laws?

Church by-laws are written guidelines or documents that govern how the church operates on a day-to-day basis. Because they are the documents that govern the church, they should include things such as the day to day operational requirements, things on how to operate in terms of elections, if there are elections, how to set a budget and anything that affects the operations of the church.

Further, because the church enjoys wide autonomy, and its relationship with the government and the protection is provided by the constitution, a church should set out in its by-laws certain specific scriptural, induction decisions the church has made so that if there is a conflict between the secular position and the church position, the bylaws clearly articulate the church’s beliefs, doctrines, and values.

How often should we review and/or update the church’s by-laws?

Since the church by-laws are the governing documents of the church, they should be reviewed on a periodic basis. Just like no two churches are alike, the review time is not alike for each church. The important time is to make sure that you review those by-laws every time there is a significant court decision, or an IRIS decision, or some other governmental regulation that comes out. Otherwise, as a general rule of thumb, by-laws should be reviewed by the elders of the church or the governing body every two to three years

What are the essential elements that should be included in the church by-laws?

Churches are given wide autonomy by the U.S. Supreme Court and by the Constitution. Because they are given such latitude, there are certain things they should be in every set of by-laws. On no two churches are alike, there are certain things that are inherently important for it to be in every set of by-laws. One is membership because members of the church enjoy certain freedoms, there must be some identification processes to have someone becomes a member.

Concomitantly, there must be some identification as to how a member can be disciplined or how they can have their membership revoked. Third, how their membership can be rescinded. For instance, if someone chooses not to be a member of a church as well. The by-laws should also clearly indicate within the body of the by-laws who is the final decision-maker in the church based upon the authority of scripture. This could be a Board of Elders, Deacons, or the Pastor, or affiliation with the congregation otherwise.

The church had also set out in this by-laws the requirements for those dealing with youth and minors in setting out terms of how individual employees, staff or volunteers are going to be vetted, if you will, and how they're going to be checked out and what their guidelines are for their operations. Finally, every church set of by-laws should include its statement and its belief about marriage.