Page 16 - Southern Exposure - August '23
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Page 16, Southern Exposure



        loCal governMent from page 15                                              elder eState planning
         Town Of Jupiter


                       News                               Are You Single With A Minor Child?



                                                             If So, You Need A Plan Part 1 Of 2
              By Jim Kuretski, Mayor, Town of Jupiter

          The Town  Council
        works  with  our  town                                                        Submitted by Anné Desormier-Cartwright, Esq.
        manager, staff, and
        others to address issues                          You have a minor child                           because they can change guardians without having to
        affecting our residents                         who depends on you for                             update their entire will or pour-over will.
        and  businesses. The                            their survival, so you need                        How Do  You Name Someone  To Step In  When
        following provides a                            to make sure that they will                        Emergencies Arise?
        summary of actions and                          be cared for if you are ever                         While an estate plan usually focuses on planning for
        achievements since last                         unable to care for them.                           your death, it is also important to plan for the situation in
        month’s community                               By creating an estate plan,                        which you are alive but unable to act or make decisions
        newspaper report:                               you can address your minor                         (called being incapacitated), including naming someone to
          Preserve Land and                             child’s care and custody                           temporarily care for your child. In addition to delegating
        Open Space/Common Use Tracts in Jupiter have    and provide instructions                           your parental authority when you are unable to act, this
        been protected from being privatized by two separate   about how your money and                    document  can  be  used  if  you  are  traveling  and  need
        Town Council actions in the first half of 2023. These   property should be used for                someone to make decisions for your child. It is important
        actions demonstrate our steadfast commitment to   their care should something happen to you.       to note that this document is only effective for a short
        keeping Jupiter the uniquely special town that it is.  Care And Custody Of Your Child              period (six months in some states), and your chosen
        Preserve Land                                     Creating an estate plan allows you to name someone   person cannot agree to certain actions, such as the child’s
          The  Town of Jupiter learned that a 15.5-acre,   to care for your minor child if you are unable. A child   adoption or marriage.
        Palmwood Preserve property, designated as a     under the age of majority (18 in Florida) cannot legally     Although state law will provide your child with a
        conservation/preservation area in 1998, had somehow   care for themselves (unless they have been emancipated).   guardian,  someone  to  manage their  inheritance,  and  a
        had its ownership transferred from NPBCID to  a   A guardian must be appointed to take care of the minor   distribution plan for their inheritance, this is the least
        private group with desires to develop it. This property   child if both parents have passed away or are unable to   desirable result. You have the power to design an estate
        is located south of Frederick Small Road and west of   care for the child. It is important to note that if the other   plan that is unique to your child’s circumstances and
        Palmwood Road.                                  legal parent is still alive, that parent may receive custody   allows you to choose the most trusted individuals to guide
          I fondly remember that this specific preserve   of the child (assuming custody rights not removed, not   them if you are no longer able to. Next month we will
        property contained an active eagles’ nest, until the   incarcerated, etc.). However, you need to have a plan   address providing for inheritance for children, especially
        nest was blown down during a hurricane event.   in case there is no other legal parent or the other legal   minor children. We would love the opportunity to help you
          After the town became aware of this transfer of   parent cannot care for the child. If you do not choose a   create the best plan for you and your child or to update
        property ownership, we advised the involved parties   guardian, the judge will look to state law to determine   your existing plan. Call us to schedule an appointment.
        that action was contrary to PUD Development Order   the appropriate guardian, who may not be the person that     Call our office today at (561) 694-7827, Elder & Estate
        obligations, and unacceptable.  This matter was   you would have chosen.                           Planning Attorneys PA, 480 Maplewood Drive, Suite 3,
        resolved at the 6/20/23 Town Council Meeting, at   How Do You Nominate A Guardian?                 Jupiter, FL 33458.
        which time we secured an agreement that ownership     There are a few different ways to nominate a guardian     The content of this article is general and should not be
        of the Palmwood Preserve property would be      to care for your child after your death. First, it can be   relied upon without review of your specific circumstances
        conveyed to the Town of Jupiter within 60 days after   done in a last will and testament (also known as a will).   by competent legal counsel. Reliance on the information
        execution of a PUD ordinance and two associated   In this document, you can name someone to be your   herein is at your own risk, as it expresses no opinion by
        resolutions. The property’s conveyance to the Town   child’s guardian after your death, a person to wind up   the firm on your specific circumstances or legal needs.
        of Jupiter ownership is expected by no later than   your  affairs  (executor  or  personal  representative),  and   An attorney client relationship is not created through the
        August 27.                                      people to receive your money and property, along with   information provided herein.
        Open Space/Common Use Tracts                    any instructions. Similarly, you may use a pour-over will     To comply with the U.S. Treasury regulations, we must
          Many Jupiter residential neighborhoods received   to name a guardian for your child upon your death. A   inform you that (i) any U.S. federal tax advice contained in
        development approvals that included designated open   pour-over will also allow you to name your trust as the   this newsletter was not intended or written to be used, and
        space/common use tracts intended for the enjoyment   beneficiary of any money and property that goes through   cannot be used, by any person for the purpose of avoiding
        of all property owners. While POA documents may   the probate process. Lastly, Florida authorizes you to   U.S. federal tax penalties that may be imposed on such person
        allow its POA Board to make some decisions about   nominate a guardian for your minor child in a separate   and (ii) each taxpayer should seek advice from their tax
        open space/common use tracts, no such properties   document. Some people prefer the separate document   advisor based on the taxpayer’s particular circumstances.
        may be sold and/or transferred to private ownership
        without Town Council approval for such action(s).
          Earlier this year, the Town Council denied a POA
        Board request to remove portions of designated open
        space/common use tracts and transfer it to 14 private
        property owners. Even if there had been support by a
        majority of POA membership for this request (which
        there was not), we would have remained concerned
        about setting such a precedent. Jupiter remains a
        uniquely special place to live for various reasons,
        one being an abundance of open space/common use
        tracts scattered throughout Jupiter neighborhoods.
        Fiscal Year (10/1/23 To 9/30/24) Town Budget Plans
          The  Town Council has been collaboratively
        working with and providing policy guidance to our
        town manager and staff as the overall operating
        and capital budgets for the upcoming fiscal year
        are developed.  This work happens during the
        summer months every year.  There are various
        public workshops and public hearings conducted in
        June through September for the budget and tax rate
        planning and setting purposes.
          Stay tuned.
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