Settling, Mediating & Arbitrating Inheritance Cases

Florida-Supreme-Court-Seal-300The Florida Supreme Court’s Mediator Ethics Advisory Committee (MEAC) has been issuing formal advisory ethics opinions to certified and court-appointed mediators since 1994. MEAC opinions deal with mediation-related ethics questions governed primarily by Florida’s Rules for Certified and Court-Appointed Mediators

WealthCounsel’s 7th Annual Industry Trends Survey looked at the business challenges faced by estate-planning professionals in 2013 and provided insight into what motivates clients to engage in planning.

According to the survey, the top two reasons families engage in …

Accenture estimates that $30 trillion will pass from Boomers to Millennials over the next 30 years. Will this intergenerational wealth transfer actually happen? Who knows? At one time Boomers were expected to benefit from a similar windfall of equally gargantuan …

Gren v. Gren, 133 So.3d 1066 (Fla. 4th DCA January 8, 2014)

Why any estate planner would in good conscience subject his or her clients to all the systemic problems inherent to our underfunded and overworked probate courts is …

Readers of this blog know I’m a big fan of mandatory arbitration clauses in wills and trusts, which are expressly authorized by statute in Florida (see here). Mandatory arbitration is often good for everyone involved in an estate dispute. …