Custodian

Definition: Curtesy is a common law right that gives a surviving husband an interest in his deceased wife’s real property, provided they had a child capable of inheriting the estate. It historically granted the husband a life estate in the property owned by his wife at her death. This right served as the counterpart to a widow’s “dower” rights, which gave widows similar protections.

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What Is a Custodian?

Under Florida law, minors (children under 18) are legally incapacitated regarding major financial transactions. A 10-year-old cannot legally sign a contract, open a brokerage account, or sign a deed to sell a house. Therefore, if a minor inherits a massive life insurance payout or a piece of real estate, the law requires an adult to step in.

This adult is called a custodian. Appointed under the Florida Uniform Transfers to Minors Act (FUTMA), the custodian takes control of the child's custodial account. The child is the true owner of the money, but the custodian is the only person legally authorized to touch it.

The Custodian's Fiduciary Duty

Being a custodian is not a casual favor; it is a strict legal responsibility. The custodian owes a fiduciary duty to the child. This means the custodian must act with total financial loyalty.

The custodian is legally forbidden from using the child's money for their own personal benefit. They cannot use the child's inheritance to pay off their own mortgage or start a business. The funds can only be spent for the direct benefit of the minor (e.g., paying for private school, summer camp, or a first car). If a custodian steals or mismanages the money, the child can sue the custodian for damages when they grow up.

When Does the Custodian's Power End?

In Florida, a custodian's power over a standard FUTMA account has a strict expiration date. Usually, on the child's 21st birthday (or 18th, depending on how the account was structured), the custodianship automatically terminates. The 21-year-old gains absolute, unrestricted access to the money, and the custodian cannot stop them from spending it. Because of this, estate planning attorneys often recommend wealthy parents use a living trust rather than a custodian, as a trust can withhold the money until the child is 30 or older.

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Barnes Walker Estate Planning

Barnes Walker's estate planning attorneys advise Florida grandparents and parents on the severe limitations of FUTMA custodianships, frequently structuring secure spendthrift trusts to ensure inherited real estate and wealth are protected from reckless spending well past a beneficiary's 21st birthday. Request a legal inquiry for assistance.

Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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