随着人们生活的改变, they may find that a trust previously created for their benefit no longer accomplishes its purpose or the goals intended by the grantor/settlor (i.e.(创始人)的信任. 在佛罗里达, changes to the trust code that became effective in 2007 allow modifications and terminations of trusts. 在某些情况下，不可撤销的信托可以更改.
在Citrus县的律师事务所 "爽 & "易胜博ysb体育, 我们代表整个柑橘县的人民, central Florida and on a national level who desire to modify or 终止不可撤销信托 它不再像预期的那样起作用. Whether you need a simple modification of a revocable trust or a reformation or termination of an irrevocable trust, 律师们 "爽 & "易胜博ysb体育, 将努力修改, 非司法地变更或者解除信托, 如果法律授权, and if the trustee and all qualified beneficiaries of the trust agree in writing. 如果法律没有授权或允许的话, 或者非司法解决方案无法达成, the law allows judicial modifications and terminations of irrevocable trusts in certain circumstances.
我们的律师团队进行了多次修改, reformations and terminations of trusts when the laws are favorable to these actions. The requirements to judicially modify a trust when it is not inconsistent with the settlor’s purpose are set forth in 佛罗里达州法规第736条.04113. To modify or terminate an irrevocable trust, one of the following three circumstances must apply:
- The purposes of the trust have been fulfilled or have become illegal, 不可能的, 浪费的或不可行的;
- Circumstances not anticipated by the settlor exist and compliance with the trust terms would substantially impair the accomplishment of a material purpose of the trust; or
The trustee or any qualified beneficiary can seek a judicial modification of a trust. If the statutory requirements are met the terms of the trust may be amended or changed, 信托可以全部或部分终止. 信任代码也允许 信任的修改 根据佛罗里达州法规第736条.04115 when modification is in the “best interest” of the beneficiaries of the trust. If a trust has decreased in value over the years or becomes too expensive to maintain annually, the court may exercise its discretion and distribute the trust property consistent with the purposes of the trust.
同样的, 法院有自由裁量权, 应任何利害关系人的申请, to modify irrevocable trusts as necessary to achieve the settlor’s tax objectives. As always, the guiding principle in any trust modification or termination is the settlor’s intent. Uneconomic trusts can be modified or terminated if the court determines that the value of the trust property is insufficient to justify the cost of administration and if no spendthrift provision or trust clause prohibits termination under 佛罗里达州法规第736条.0414.
The changes allowed regarding an uneconomic trust also include the removal of the trustee, 还有新受托人的任命. If a trust is terminated, property must be distributed consistent with trust purposes. The trustee may enter into an agreement or make other provisions as necessary or appropriate to protect the interests of the beneficiary and trustee, 并履行信托的意图和宗旨.
An irrevocable trust may be modified nonjudicially without the necessity of a trust contest or filing of a complaint with the court. 佛罗里达州法规第736条.0412 sets the parameters for when certain irrevocable trusts can be modified upon unanimous consent of the trustee and all qualified beneficiaries.
拥有100多年的集体经验, our lawyers draw on their deep knowledge of the intricate trust laws, and their resources to assess your objectives and options regarding trust 修改和终止. Our commitment to effectively communicate with our clients ensures the confidence and trust clients place in our attorneys throughout the process.
有些信托比其他信托更容易修改或终止. Committed to the representation of clients with an eye on new developments in the trust statutes, 我们的律师团队在 "爽 & "易胜博ysb体育我们会考虑所有可能的选择. They will discuss the best way to proceed to ensure that future needs are met and the trust documents conform to Florida law.
Individuals seek to modify or terminate trusts for many reasons. 以下是一些常见的原因:
- To minimize or eliminate trustee fees, taxes and trust expenses; and
The procedure for terminating trusts in Florida is relatively simple, 但它只适用于1月1日之后创建的信托, 2001. 设立人死亡后，信托可以终止, 全部地或部分地, by unanimous agreement of the trustee and all qualified beneficiaries. 根据佛罗里达州法令第736条.0103(16), 合格受益人是当前受益人, 中间受益人或一线剩余受益人, 无论是既得的还是偶然的. Small trusts valued at less than $50,000 can be terminated according to 佛罗里达州法规第736条.0414(1) which states that the trustee is authorized to terminate a trust of this size.
如果信托是由于欺诈而建立的, 胁迫, 错误或不当影响, 终止受佛罗里达州法令第736条的约束.0406. Other options to be considered are the modification of a trust, decanting of a trust (taking assets from old trust and pouring into a new trust) and removal of the trustees of a trust.
变更或终止信托后, you may require further legal advice and trust services to protect assets and perform certain objectives. We can certainly assist with the process of rewriting (decanting) an old trust and pouring the assets into a new trust.
Florida is a retirement destination for people throughout the United States, and many trusts originally created in other states may require action on the part of a trustee or beneficiary now located in Citrus County, 佛罗里达州中部或佛罗里达州其他地区. "爽 & "易胜博ysb体育, has the resources necessary to represent our trust clients all over Florida and determine their retirement planning needs so that trusts created elsewhere can be modified or terminated in the proper jurisdiction.