Trust and Estates Litigation In the News

STEP-SIGThe number of registrants far exceeded our expectations for this meeting, so we’ve had to move to a larger venue graciously provided by the folks at Northern Trust.

For those of you who didn’t see the first notice, I’m one …

guardianship-systemA special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder guardianship: A well-oiled machine, reported that while Florida has an efficient system of identifying and caring for fragile elders, “tapping their assets is a growth business.” Here’s …

The Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA) addresses a problem that needs fixing in Florida: inter-state forum shopping in contested guardianship proceedings. In 2014, three states adopted the UAGPPJA, bringing the total to 40 states plus the
Clarity on Capacity, an excellent article in the March 2014 STEP Journal, examines how recent court cases have raised questions as to the continued suitability of the “Golden Rule”, which governs the ethical duties UK estate planners have
7th Annual Industry Trends Survey reports that the top three reasons families engage in estate planning are to: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).

WealthCounsel’s 7th