This is my running list of significant Florida trusts-and-estates related appellate opinions for 2019. If you think I’ve missed an important case that deserves wider notice, please let me know. As new decisions are published I’ll add them to the list. The cases listed below are hyper-linked to the court’s original opinion and any commentary I may have written about the case.

  1. Goodstein v. Goodstein, — So.3d —-, 2019 WL 140993 (Fla. 4th DCA January 09, 2019) (restricted depository accounts)
  2. Hadassah v. Melcer, — So.3d —- 2019 WL 141039 (Fla. 4th DCA January 09, 2019) (charities; qualified beneficiaries)
  3. Lee v. Lee, 263 So.3d 826 (Fla. 3d DCA January 23, 2019) (validity of real estate disclaimer)
  4. Bitetzakis v. Bitetzakis, — So.3d —-, 2019 WL 405568 (Fla. 2d DCA February 01, 2019) (execution formalities)
  5. Johnson v. State, — So.3d —-, 2019 WL 1053155 (4th DCA March 06, 2019) (criminal prosecution; exploitation of elderly; power of attorney)
  6. Samad v. Pla, — So.3d —-, 2019 WL 1212338 (Fla. 2d DCA March 15, 2019) (extension; spousal election to take undivided one-half interest in homestead property)
  7. Sibley v. Estate of Sibley, — So.3d —-, 2019 WL 1461325 (Fla. 3d DCA April 03, 2019) (trust construction; administratively dissolved charity)
  8. Maercks v. Maercks, — So.3d —-, 2019 WL 1461493 (Fla. 3d DCA April 03, 2019) (non-appealable probate orders)