I’m rarely able to physically go to these meetings, but I always find time to read the excellent materials circulated to members prior to each meeting.  I also find these materials to be the best way to keep track of new legislation affecting the trusts and estates practice area.  If you read Jack Falk’s e-mail and the attached Agenda and Minutes for this meeting you’ll find discussions related to the following topics, all of which should be of interest to any Florida trusts and estates litigator:

  • Fiduciary Lawyer-Client Privilege: Approved by EC [ITEM 3]
  • Arbitration clause in a will or trust is enforceable: Approved by EC [ITEM 3]
  • Exculpatory clause in a will: Approved by EC [ITEM 3]
  • Payment of trustee’s fees from trust assets: Pending approval of EC [ITEM 4]
  • Which Orders Can Be Appealed in a Probate Proceeding? [ITEM 5] (see White Paper)
  • Revisions to Rule 1.525 concerning 30 day time limit for filing a motion for attorneys’ fees [ITEM 6]
  • ACTEC Model Arbitration Legislation. [ITEM 7]