The Florida Supreme Court’s Mediator Ethics Advisory Committee (MEAC) has been issuing
Continue Reading 2014 . . . Florida Supreme Court’s Mediator Ethics Advisory Committee (MEAC) Opinions
Settling, Mediating & Arbitrating Inheritance Cases
Advice to settling parties: GET IT IN WRITING!
One of the big selling points for settling disputes is finality: you…
Continue Reading Advice to settling parties: GET IT IN WRITING!2013 . . . A probate mediator’s guide to 2013 Mediator Ethics Advisory Committee (MEAC) Opinions
The Florida Supreme Court’s Mediator Ethics Advisory Committee (MEAC) has been issuing
Will a faith-based arbitration clause disqualify your trust for tax purposes?
Faith-based arbitration clauses are legally enforceable. See Spivey v. Teen Challenge of…
Continue Reading Will a faith-based arbitration clause disqualify your trust for tax purposes?
Can “trust protectors” be used to privatize Florida trust-construction disputes?
In what could be a ground breaking decision, for the very first…
Continue Reading Can “trust protectors” be used to privatize Florida trust-construction disputes?Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
WealthCounsel’s 7th Annual Industry Trends Survey looked at the business challenges…
Continue Reading Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
Roughly 70% of families lose a chunk of their inherited wealth, mostly due to estate battles. How to manage estate litigation risk? Think process . . . then think mandatory arbitration
Once a probate judge grants a motion to compel arbitration, can that same judge dismiss the claim because one side fails to initiate the arbitration proceeding on a timely basis?
Why any estate planner would in good conscience subject his or her…
Continue Reading Once a probate judge grants a motion to compel arbitration, can that same judge dismiss the claim because one side fails to initiate the arbitration proceeding on a timely basis?Texas Supreme Court weighs in on enforceability of mandatory arbitration provisions in trust agreements; votes YES
Readers of this blog know I’m a big fan of mandatory arbitration…
Continue Reading Texas Supreme Court weighs in on enforceability of mandatory arbitration provisions in trust agreements; votes YES
Does buyer’s remorse equal “coercion” sufficient to get you out of a mediated settlement agreement?
Most inheritance cases settle, and most settlement agreements are never contested. But…
Continue Reading Does buyer’s remorse equal “coercion” sufficient to get you out of a mediated settlement agreement?