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Monthly Archives:July 2020

Reverse Mortgages May Be an Issue for Your Heirs

July 29, 2020

A reverse mortgage may initially seem to be a good way to convert home equity into immediate cash, and without the need for making monthly mortgage payments. Before considering a reverse mortgage, however, you should consider speaking with your accountant, financial advisor, and estate planning attorney to fully evaluate the tax and estate ramifications.

The amount of money that a homeowner can borrow is based on the equity in the home, the homeowner’s age, and the applicable interest rate. …

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Bill Boyes Named to 2020 Lawyers of Distinction

July 20, 2020

Partner Bill Boyes has been selected to the 2020 Lawyers of Distinction list. Lawyers of Distinction award winners represent the top 10% of attorneys in the United States and are chosen for their excellence in the practice of law through a rigorous evaluation and screening process led by the Lawyers of Distinction selection committee, which utilizes a U.S. Provisional Patent.

Bill Boyes has been Board Certified by the Florida Bar in Wills, Trusts and Estates for more than 30 years, and has been AV rated by Martindale-Hubbell for over 35 years….

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Lefkowitz v. Schwartz, — So. 3d —, 2020 WL 3115998 (Fla. 5th DCA June 12, 2020)

July 15, 2020

This recent Fifth District Court of Appeal opinion reversed the trial court’s decision to impose a constructive trust over assets that were appropriately part of the Decedent’s estate.

In 2011, during the course of Decedent’s marriage to her daughter Lauren, Arlene Schwartz (the appellee, hereafter, “Schwartz”) loaned the Decedent and Lauren $260,000 for the purchase of a condominium.  The Decedent formed an LLC to own and manage the condominium, ultimately purchased the condominium in his name and then transferred it to the LLC….

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COVID-19 Update

July 9, 2020

Effective noon today, July 9, 2020, and until further notice, Boyes, Farina & Matwiczyk will work remotely amid South Florida’s emergence as a COVID-19 epicenter.

Remote working does not impact our ability to serve your legal needs. It does protect you, our staff and visitors. All needs for in-person, in-office meetings will be addressed on a case-by-case basis.

Should you have any questions, please reach your attorney or paralegal via phone or email….

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