Attorney Wendy Morris focuses her practice in the following areas of the law:
Wendy Morris provides legal advice and representation to individuals and couples in all areas of estate planning, including creating wills, trusts, health care directives, durable powers of attorney, and other documents. Her practice ranges from preparing straightforward estate plans to developing complex plans.
Trusts commonly are used as a part of an estate plan. Trust administration involves overseeing the property held within a trust that may include real property, securities, and tangible personal property such as household contents or jewelry. This administrative responsibility falls to a trust's trustee who is named in the trust documents. The trustee may be either an individual or an organization. Wendy Morris provides advice to trustees, and to beneficiaries, regarding ongoing trust administration.
When a loved one passes away, his or her estate sometimes goes through a court-supervised process known as a probate administration which enables the deceased's property to be distributed to beneficiaries. Wendy Morris advises and represents personal representatives (estate executors), and beneficiaries, in Florida probate administrations in both domiciliary probates (where the deceased was a Florida resident) and ancillary probates (where the deceased was not a Florida resident, but he or she died owning property in Florida). Wendy also has served in the role of personal representative for probate estates.
Wendy Morris provides guidance to clients regarding legal matters that arise in connection with Florida's seniors. Some matters that arise in the context of advanced age require exploring available government or other benefits, evaluating asset protection issues, and preparing durable powers of attorney, health care directives, and other documents.