Lumsden Law

Lumsden Law

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06/24/2026

๐˜๐จ๐ฎ๐ซ ๐๐š๐ง๐ค ๐’๐š๐ฒ๐ฌ ๐˜๐จ๐ฎ ๐๐ž๐ž๐ ๐š ๐๐ž๐ฐ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐Ÿ๐จ๐ซ ๐˜๐จ๐ฎ๐ซ ๐“๐ซ๐ฎ๐ฌ๐ญโ€”๐๐จ๐ฐ ๐–๐ก๐š๐ญ?

Have you been told by your bank that you can't simply retitle your account into your trust?

You're not alone.

This is something many clients encounter when funding their revocable living trust, and it can create unexpected questions about direct deposits, automatic payments, and account access.

In this video, I explain what this means, why banks sometimes require it, and what you should consider before making the change.

Have questions about funding your trust? Contact Lumsden Law to schedule a consultation and make sure your plan is working the way it's intended.
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/โ€‹

06/20/2026

๐€๐ง๐จ๐ญ๐ก๐ž๐ซ ๐‡๐š๐ฉ๐ฉ๐ฒ ๐‚๐ฅ๐ข๐ž๐ง๐ญ, ๐€๐ง๐จ๐ญ๐ก๐ž๐ซ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ž๐

There is no greater compliment than knowing a client felt supported, informed, and confident throughout the estate planning process.

At Lumsden Law, we strive to make complex legal matters easier to understand while providing personalized guidance every step of the way.

Thank you to our clients for trusting us with some of life's most important decisions. We are grateful for the opportunity to help families plan for the future and protect what matters most.

If you've been thinking about creating or updating your estate plan, we'd be happy to help. Contact Lumsden Law to schedule a consultation and learn how we can assist you.
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/โ€‹

06/19/2026

๐’๐ฉ๐ž๐š๐ค๐ข๐ง๐  ๐จ๐ง ๐ญ๐ก๐ž ๐ˆ๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐œ๐ž ๐จ๐Ÿ ๐๐ซ๐จ ๐๐จ๐ง๐จ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž

โš–๏ธ Had the opportunity to serve as a guest speaker at the Legal Aid Society of the Orange County Bar Association's Summer Soiree a few weeks ago.

The event brings together approximately 50 new attorneys and introduces them to the opportunities and benefits of incorporating pro bono work into their practice.

It was great to be part of the conversation and share insights on the value of serving the community through the legal profession.

One of my favorite photos from the evening is with the event's emcee, the Senior Staff Attorney of Pro Bono Engagement for the Legal Aid Society of the Orange County Bar Association.

Thank you to the Legal Aid Society and the Orange County Bar Association for the invitation and for hosting such a valuable event.

06/16/2026

๐Ÿก ๐‚๐จ๐ฎ๐ฅ๐ ๐š ๐‹๐š๐๐ฒ ๐๐ข๐ซ๐ ๐ƒ๐ž๐ž๐ ๐‡๐ž๐ฅ๐ฉ ๐˜๐จ๐ฎ ๐€๐ฏ๐จ๐ข๐ ๐๐ซ๐จ๐›๐š๐ญ๐ž?

A Lady Bird Deed can be a powerful tool for Florida homeowners who want to keep their property out of probate while maintaining complete control of it during their lifetime.

But before you sign one, there are important factors to considerโ€”especially if your property has an outstanding mortgage.

In this video, I explain how Lady Bird Deeds work, their benefits, and why it's important to understand the potential risks before moving forward.

Thinking about using a Lady Bird Deed as part of your estate plan? Schedule a complimentary consultation with Lumsden Law to discuss your options and determine whether it's the right strategy for your situation.
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

06/10/2026

๐–๐ก๐š๐ญ ๐–๐จ๐ฎ๐ฅ๐ ๐˜๐จ๐ฎ ๐–๐š๐ง๐ญ ๐˜๐จ๐ฎ๐ซ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐ญ๐จ ๐Š๐ง๐จ๐ฐ ๐€๐›๐จ๐ฎ๐ญ ๐˜๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ?

If something happened to you today, would your family know:
โ€ข Where your business bank accounts are?
โ€ข Who your key clients are?
โ€ข What contracts are active?
โ€ข How payroll gets processed?
โ€ข Who to call first?

Most business owners carry this knowledge in their head โ€” and nowhere else.

An estate plan for business owners isn't just about legal documents. It's about making sure the people you love aren't left scrambling.

๐Ÿ’ฌ What's the ONE thing you'd want your family to know about your business if you couldn't tell them? Share below.

If you're ready to put it all in writing, Lumsden Law can help. โš–๏ธ
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

06/08/2026

๐…๐ฅ๐จ๐ซ๐ข๐๐š'๐ฌ ๐‡๐ฎ๐ฆ๐ข๐๐ข๐ญ๐ฒ ๐ˆ๐ฌ ๐‘๐ข๐ฌ๐ข๐ง๐  โ€” ๐’๐จ ๐ˆ๐ฌ ๐ญ๐ก๐ž ๐”๐ซ๐ ๐ž๐ง๐œ๐ฒ ๐ญ๐จ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ ๐˜๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ

May in Central Florida means one thing: it's about to get very hot, very fast. โ˜€๏ธ

For business owners, this is also a natural checkpoint. You're halfway through the year. Contracts are in motion. Revenue is flowing.

But have you taken the time to protect what's generating all of that?

As hurricane season approaches, now is the time to:
โ€ข Review your estate plan for business assets
โ€ข Confirm your power of attorney is current
โ€ข Ensure your insurance and legal documents are aligned
โ€ข Have the succession conversation with your partner or family

Don't wait for a storm โ€” literal or otherwise โ€” to force the issue.

๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

06/05/2026

๐‡๐š๐ฏ๐ž ๐˜๐จ๐ฎ ๐๐š๐ฆ๐ž๐ ๐’๐จ๐ฆ๐ž๐จ๐ง๐ž ๐ญ๐จ ๐‘๐ฎ๐ง ๐˜๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐ˆ๐Ÿ ๐˜๐จ๐ฎ'๐ซ๐ž ๐’๐ฎ๐๐๐ž๐ง๐ฅ๐ฒ ๐”๐ง๐š๐›๐ฅ๐ž ๐“๐จ?

Quick poll for business owners:

If you were suddenly unable to work โ€” hospital stay, serious injury, unexpected health crisis โ€” is there someone legally authorized to step in and run your business?

There's no shame in answering C. Most business owners haven't.

But the gap between "someone could probably figure it out" and "someone is legally authorized to act" is the difference between business continuity and chaos.

If your answer is B or C, let's close that gap. โš–๏ธ
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

06/02/2026

๐“๐ก๐ž ๐‚๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐Œ๐จ๐ฌ๐ญ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ-๐Ž๐ฐ๐ง๐ข๐ง๐  ๐‚๐จ๐ฎ๐ฉ๐ฅ๐ž๐ฌ ๐€๐ฏ๐จ๐ข๐ โ€” ๐€๐ง๐ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ

"What happens to the business if something happens to me?"

It's the question that sits in the back of every business-owning couple's mind โ€” and the one most couples never actually sit down to answer.

Not because they don't care. Because the conversation feels too heavy. Too morbid. Too "we'll deal with it later."

But here's the reality: later doesn't wait.

If one spouse runs the business and the other doesn't know how it operates, doesn't have legal authority to access accounts, and hasn't been named in the right documents โ€” "later" becomes a crisis.

Having this conversation โ€” and documenting it legally โ€” is one of the most loving things you can do for each other.

Lumsden Law helps couples turn difficult conversations into clear, actionable plans. โš–๏ธ
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

05/29/2026

๐ƒ๐ฎ๐ซ๐š๐›๐ฅ๐ž ๐๐จ๐ฐ๐ž๐ซ ๐จ๐Ÿ ๐€๐ญ๐ญ๐จ๐ซ๐ง๐ž๐ฒ ๐ฏ๐ฌ. ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐ง๐  ๐€๐ ๐ซ๐ž๐ž๐ฆ๐ž๐ง๐ญ๐ฌ: ๐–๐ก๐š๐ญ ๐‚๐จ๐ฏ๐ž๐ซ๐ฌ ๐–๐ก๐š๐ญ?

Many Florida business owners assume their operating agreement covers incapacity. It usually doesn't.

Here's the difference:

๐Ÿ“‹ Operating Agreement / Bylaws
Governs internal business decisions โ€” voting, profit sharing, management structure. May or may not address what happens if a member becomes incapacitated.

๐Ÿ“‹ Durable Power of Attorney (DPOA)
A personal legal document that gives a trusted person authority to act on YOUR behalf โ€” including managing your interest in a business โ€” if you become unable to do so.

Without a DPOA, your spouse or family may not have the legal authority to step in, even if they know how to run the business.

You need both. And they need to work together.

If you're not sure whether your documents are aligned, Lumsden Law can help you review them. โš–๏ธ
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

05/27/2026

๐–๐ก๐š๐ญ ๐‡๐š๐ฉ๐ฉ๐ž๐ง๐ฌ ๐ญ๐จ ๐˜๐จ๐ฎ๐ซ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐ˆ๐Ÿ ๐˜๐จ๐ฎ ๐๐ž๐œ๐จ๐ฆ๐ž ๐ˆ๐ง๐œ๐š๐ฉ๐š๐œ๐ข๐ญ๐š๐ญ๐ž๐?

Most business owners plan for growth โ€” but not for the scenario where they suddenly can't work.

If you were in a serious accident or suffered a medical emergency tomorrow, who would:
โ€ข Sign checks and pay employees?
โ€ข Make decisions about clients and contracts?
โ€ข Access business bank accounts?
โ€ข Keep daily operations running?

Without a durable power of attorney and an incapacity plan built into your trust, your family may need to go through court โ€” a process that can take weeks or months while your business suffers.

For business owners who are the sole operator, this is especially critical. Your family may have no legal authority to act.

Don't wait until it's too late. Schedule a consultation with Lumsden Law.
๐Ÿ”— https://lumsdenlawfirm.com/contact-us/

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1711 Amazing Way, Suite 210
Ocoee, FL
34761