This is my running list of significant Florida trusts-and-estates related appellate opinions for 2023. 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. DiSorbo v. American Van Lines, Inc., — So.3d —-, 2023 WL 27810 (Fla. 4th DCA January 04, 2023) (right to jury trial; mixed legal and equitable claims)
  2. Taulbee v. Kozel, — So.3d —-, 2023 WL 218784 (Fla. 3d DCA January 18, 2023) (adoption vs. terms of will)
  3. Williams v. Williams, — So.3d —-, 2023 WL 216793 (Fla. 3d DCA January 18, 2023) (reopening estate after 60+ years)
  4. In re Trust of Wines, — So.3d —-, 2023 WL 1484241 (Fla. 5th DCA February 03, 2023) (trust litigation; due process rights)
  5. Morrow v. Morrow, — So.3d —-, 2023 WL 1807799 (Fla. 3d DCA February 8, 2023) (handwritten wills are valid)
  6. Caveglia v. Heinen, — So.3d —-, 2023 WL 2395314 (Fla. 4th DCA March 08, 2023) (invalidity of Louisiana will)
  7. Stirberg v. Fein, — So.3d —-, 2023 WL 2506099 (Fla. 4th DCA March 15, 2023) (invalid homestead devise; trust)
  8. Parisi v. Kingston, — So.3d —-, 2023 WL 2505847 (Fla. 3d DCA March 15, 2023) (validity of Florida POA executed in Argentina)
  9. Thayer v. Hawthorn, — So.3d —-, 2023 WL 2903993 (Fla. 4th DCA April 12, 2023) (joint deed; homestead waiver)
  10. Larkins v. Mendez, — So.3d —-, 2023 WL 3485303 (Fla. 3d DCA May 17, 2023) (convenience accounts; civil contempt orders)