Acknowledgment of Disclosure Regarding Attorney or Relative of Attorney as Trustee (Florida)

This template should be utilized when an attorney is in the process of drafting or overseeing the execution of a trust instrument that appoints either the attorney or a relative of the attorney as trustee. It should be used to confirm that the necessary disclosures were provided to the trust creator prior to the trust instrument being executed, otherwise the attorney (or their relative) may not be eligible for compensation for acting as trustee, or may be seen as having breached the Florida ethics rules.

The 2009 amendments to the Truth in Lending Act (TILA) no longer mandate that employer-sponsored retirement plans provide participants with a TILA disclosure statement. However, this document template can be included in a loan package to provide participants with the important details of their loans. It should be used in conjunction with a 401(k) Plan Loan Promissory Note and a 401(k) Plan Loan Policy.

This template serves as a disclosure and authorization for employers to provide to job applicants and employees before seeking a consumer report for employment purposes, as required by the Fair Credit Reporting Act (FCRA). It includes integrated notes with important explanations and drafting tips, as well as a discussion on disclosure and authorization requirements based on federal law. Employers in all states may find this resource useful, though state and local law may impose additional or different requirements. For more information on state law, please refer to the State Q&A Tools under Related Content.