When Janet Reno executed a trust in 2008, it was just a
Continue Reading Court says YES to alternate charitable donation of Janet Reno’s home; Florida’s “cy pres” doctrine saves the day
Dead people leave billions in their wills. How long do we have to listen to them?
If you’re into podcasts (who isn’t?), and you happen to make your
Continue Reading Dead people leave billions in their wills. How long do we have to listen to them?
The Corcoran Gallery of Art’s trustees expertly manage the public advocacy facet of their case in support of requested “cy pres” court ruling
A lot’s changed in the over 100 years since William Corcoran executed
Continue Reading The Corcoran Gallery of Art’s trustees expertly manage the public advocacy facet of their case in support of requested “cy pres” court ruling
What can Florida lawyers learn from the “Newell v. Johns Hopkins University” charitable donation case?
Tim Newell, the nephew of the late Elizabeth Banks, sued Johns Hopkins University
Continue Reading What can Florida lawyers learn from the “Newell v. Johns Hopkins University” charitable donation case?
Miami attorney Patrick Lannon on undue influence claims challenging inter vivos (lifetime) gifts, and how we (and our courts) can do a better job of connecting the dots
Most inheritance litigation involving claims of undue influence arise in the context
Continue Reading Miami attorney Patrick Lannon on undue influence claims challenging inter vivos (lifetime) gifts, and how we (and our courts) can do a better job of connecting the dots
Does a dutiful adult child caring for an elderly parent = undue influence?
Estate of Kester v. Rocco, — So.3d —-, 2013 WL 3155849
Continue Reading Does a dutiful adult child caring for an elderly parent = undue influence?
Does an inter vivos gift of stock automatically fail if the stock certificate remained registered in the donor’s name at death?
Welch v. Dececco, — So.3d —-, 2012 WL 5969623 (Fla. 5th
Continue Reading Does an inter vivos gift of stock automatically fail if the stock certificate remained registered in the donor’s name at death?
What’s the “cy pres” doctrine, and why should Florida charities care?
We all know charities are struggling to stay afloat these days, which
Continue Reading What’s the “cy pres” doctrine, and why should Florida charities care?
2d DCA to Florida philanthropists: don’t waste your time suing charities in the absence of a written trust or gift agreement
In the 1980’s Florida philanthropist Edwin H. Bower made large charitable donations
Continue Reading 2d DCA to Florida philanthropists: don’t waste your time suing charities in the absence of a written trust or gift agreement
Princeton Agrees to $90 Million Settlement of Suit Alleging Misuse of Endowment
When I first wrote about this case in 2006 [click here
Continue Reading Princeton Agrees to $90 Million Settlement of Suit Alleging Misuse of Endowment