Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi and her team are professional and courteous. Highly recommend.

~ Arthur R

Heidi Webb is a respectable attorney who represented me outstandingly well in my case. In my opinion, I highly recommend her for anyone who is looking for someone to represent them in any difficult and delicate case. She did an excellent job communicating with me and listening to my concerns. She represented me well and treated me and my family very fairly. She was very understanding and helped me get through some of my most difficult times. I love the fact that she advised me very well, explained every detail with my case, often asked about the well being of my children, and informed me with key details throughout the entire process of my case. With Heidi, I felt very comfortable knowing she was in my corner and had no concerns losing her as a professional and family friend. I am so happy on how we finally settled on my case and feel a huge sense of relief and happiness. Thank You Heidi

~ JC

Ask Heidi: Should My Trustee Be My Spouse or Child?

Trustee

When selecting a trustee only you know your family members’ strengths and weaknesses, putting you in the best position to decide if your spouse or child can appreciate a trustee’s responsibilities.

Being a trustee creates many duties under state law. These include, but are not limited to, impartiality between the current and future beneficiaries’ interests, properly accounting for all beneficiaries and prudently investing trust funds.

Questions to consider:

  • Can your trustee separate his or her personal feelings and interests from those of the beneficiaries and exercise good judgment?
  • Will all parties be treated impartially if your children are not your spouse’s children?
  • Does your trustee have an ability to analyze investments?
  • Will there be a temptation for your trustee to risk hoping for a hefty return at the expense of the other beneficiaries?
  • What if your spouse re-marries?
  • Will a child who is trustee be able to exercise sound judgment when a sibling is a beneficiary or will tension develop between them?

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, Melbourne and beyond with matters of Elder Law, Estate Planning, and Probate Law.  

Contact her today to schedule a free consultation. Visit her page on Facebook, or see what her clients are saying to learn more about Heidi.

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