This is my running list of significant Florida trusts-and-estates related appellate opinions for 2022. 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. Pulte v. New Common School Foundation, — So.3d —-, 2022 WL 257457 (Fla. 2d DCA January 28, 2022) (settlement agreement; probate jurisdiction)
  2. Pacific Life Insurance Co. v. Matthew A. Perez et al., 2022 WL 2134959 (M.D. Fla. January 31, 2022) (Slayer Statute; not guilty by reason of insanity)
  3. Apollo Trust v. BNP Paribas Jersey Trust Corporation Limited, — So.3d —-, 2022 WL 302550 (Fla. 3d DCA February 02, 2022) (personal jurisdiction; foreign debtor; fraudulent transfers)
  4. Scheible v. Brown, — So.3d —-, 2022 WL 386054 (Fla. 4th DCA February 09, 2022) (notary negligence liability; forged deed)
  5. Tita v. Tita, 334 So.3d 646, 2022 WL 610127 (Fla. 4th DCA March 02, 2022) (LLC vs. Will, who wins?)
  6. Rasor v. Estate of Rasor, 337 So.3d 346, 2022 WL 945667 (Fla. 4th DCA March 30, 2022) (elective share; objection deadline)
  7. Lanford v. Phemister, — So.3d —- 2022 WL 1051583 (Fla. 5th DCA April 08, 2022) (homestead funds; PR fees v. trustee fees)
  8. Jones v. McKinney, — So.3d —-, 2022 WL 1159586 (Fla. 2d DCA April 20, 2022) (judgment creditor; priority of claim)
  9. Ordway v. Karibu Properties, Inc., 339 So.3d 424, 2022 WL 1159577 (Fla. 3d DCA April 20, 2022) (valid gift of corporate stock)
  10. Wallace v. Torres-Rodriguez, — So.3d —-, 2022 WL 1481782 (Fla. 3d DCA May 11, 2022) (recovering gifted T/B/E property; constructive trust)
  11. Gundlach v. Gundlach, — So.3d —-, 2022 WL 1654815 (Fla. 4th DCA May 25, 2022) (filing deadline; will contest v. trust construction)
  12. Araguel v. Bryan, — So.3d —-, 2022 WL 3441437 (Fla. 1st DCA August 17, 2022) (testate estate; failure to appoint PR with statutory priority)
  13. Baker, Donelson v. Chopin, 2022 WL 4090841 (11th Cir. September 07, 2022) (probate exception to federal court diversity jurisdiction)