2012 . . . The Year in Review
This is my running list of significant trust, probate and guardianship related appellate opinions for 2012. If you think I've missed an important appellate decision that deserves wider notice, please let me know. As new appellate decisions are published I'll add them to the list.
All of the appellate opinions listed below are hyper-linked to a copy of the opinion and my blog post commenting on the case.
- Saewitz v. Saewitz, --- So.3d ----, 2012 WL 10854 (Fla. 3d DCA January 04, 2012) (tortious interference)
- Lubee v. Adams, --- So.3d ----, 2012 WL 163911 (Fla. 2d DCA January 20, 2012) (Reasonably ascertainable creditor’s late claim)
- McDonald v. Johnson, --- So.3d ----, 2012 WL 246468 (Fla. 2d DCA January 27, 2012) (Elective Share)
- Aronson v. Aronson, --- So.3d ----, 2012 WL 280565 (Fla. 3d DCA February 01, 2012) (Surviving spouse’s homestead rights)
- Rocca v. Boyansky, --- So.3d ----, 2012 WL 280752 (Fla. 3d DCA February 01, 2012) (Can’t admit will in face of caveat/objections)
- Hodge v. Cichon, --- So.3d ----, 2012 WL 315846 (Fla. 5th DCA February 03, 2012) (Estate planning malpractice; standing)
- Jervis v. Tucker, --- So.3d ----, 2012 WL 385518 (Fla. 4th DCA February 08, 2012) (Trust contest; settlor adjudicated incapacitated)
- Bellamy v. Langfitt, --- So.3d ----, 2012 WL 385606 (Fla. 3d DCA February 08, 2012) (Trust modification; corporate trustees and accountings)
- Zulon v. Peckins, --- So.3d ----, 2012 WL 385614 (Fla. 3d DCA February 08, 2012) (Removal of Personal Representative; due process)
- Wexler v. Rich, --- So.3d ----, 2012 WL 555482 (Fla. 4th DCA February 22, 2012) (Whether a married couple established tenancy by the entirety bank accounts)
- Bowdoin v. Rinnier, --- So.3d ----, 2012 WL 639005 (Fla. 2d DCA February 29, 2012) (Failure to follow statutory priority for PR appointments)
- Kates v. Lifter, --- So.3d ----, 2012 WL 832802 (Fla. 3d DCA March 14, 2012) (Probate judge’s jurisdictional authority)
- Bridgeview Bank Group v. Callaghan, --- So.3d ----, 2012 WL 1020044 Fla. 4th DCA March 28, 2012) (Real property; estate by the entireties presumption)
- The Florida Bar v. Doherty, --- So.3d ----, 2012 WL 1033478 (Fla. March 29, 2012) (Estate planning attorney/financial planner disbarred)
- Schwartz v. Bloch, --- So.3d ----, 2012 WL 1108408 (Fla. 4th DCA April 04, 2012) (Family feud = legal malpractice claim)
- Weymouth v. Weymouth, --- So.3d ---- 2012 WL 1192049 (Fla. 4th DCA April 11, 2012) (Defining “separate property” in a prenuptial agreement)
- McKeegan v. Ernst, --- So.3d ---- 2012 WL 1192186 (Fla. 4th DCA April 11, 2012) (Temporary injunctions or “freeze” orders in trust litigation)
- Miller v. Miller, --- So.3d ----, 2012 WL 1365064 (Fla. 5th DCA April 20, 2012) (No damages = no trustee surcharge action)
- Losh v. McKinley, --- So.3d ----, 2012 WL 1414315 (Fla. 3d DCA April 25, 2012) (Old age does not equal legal incapacity)
- Jacobson v. Sklaire, --- So.3d ----, 2012 WL 1414447 (Fla. 3d DCA April 25, 2012) (Trustee’s personal liability in trust litigation)
- Lezcano v. Estate of Hidalgo, --- So.3d ----, 2012 WL 1414826 (Fla. 3d DCA April 25, 2012) (Removing PR without evidence of wrongdoing . . . is wrong)
- Smith v. DeParry, --- So.3d ----, 2012 WL 1521541 (Fla. 2d DCA May 2, 2012) (Litigating lost will cases)
- Taplin v. Taplin, --- So.3d ----, 2012 WL 1605253 (Fla. 3d DCA May 09, 2012) (limitations periods in trust litigation)
- Topol v. Polokoff, --- So.3d ----, 2012 WL 1605310 (Fla. 4th DCA May 09, 2012) (Interlocutory divorce order and the resulting changed IRA designation didn’t survive father’s death)
- Bennett v. Berges, --- So.3d ----, 2012 WL 832730 (Fla. 4th DCA March 14, 2012) (In camera review of privileged documents non-appealable order)
