Miller v. Miller, — So.3d —-, 2012 WL 1365064 (Fla. 5th
Continue Reading 5th DCA: No damages = no trustee surcharge action
Miller v. Miller, — So.3d —-, 2012 WL 1365064 (Fla. 5th…
Continue Reading 5th DCA: No damages = no trustee surcharge action
We advise our fiduciary clients they can get sued for failing to…
Continue Reading Oddball Trusts and the Lawyers Who Love Them
Who serves as personal representative (PR) of an estate can have huge real-world consequences.
Continue Reading Are evidentiary hearings required when removing a PR or refusing to appoint a PR with statutory priority?
If you’re like most trusts-and-estates lawyers, you don’t work at a big…
Continue Reading Everything you ever wanted to know about drafting opinion letters involving Florida trusts (+ great forms!). What else could you ask for?The Florida Bar v. Doherty, — So.3d —-, 2012 WL 1033478…
Continue Reading Fla. SCT: lawyer + financial planner + no written conflict waiver = disbarment
Prof. Stephen Alton, of the Texas Wesleyan University School of Law, recently published…
Continue Reading Sherlock Holmes as trusts & estates teaching tool