Click here for a PDF copy of the Agenda and related Reports/White Papers for the upcoming meeting of the Florida Bar’s Probate & Trust Litigation Committee. These materials are an excellent way to keep up on the latest probate-related developments that could affect you, your firm or your clients. I found the following items to be especially interesting:
New Legislation:
Fiduciary Lawyer-Client Privilege: [ITEM 3]
New F.S. 90.5021 is being proposed to address the attorney-client privilege issues I wrote about here.
Payment of trustee’s fees from trust assets: [ITEM 4]
A revision to F.S. 736.0802(10) is being proposed to address the conflict-of-interest issues that come up when a trustee uses trust assets to pay for his legal defense in a breach of trust lawsuit. I recently wrote about this here.
White Papers:
Collateral Attack on the Validity of A Marriage after Death Based Upon Undue Influence: [ITEM 6]
No jury trial in breach of trust action: [ITEM 8]
Questions/comments regarding the meeting and the linked-to materials should be directed to the committee chair: William ("Bill") T. Hennessey.