In today’s world the vast majority of inherited wealth gets transferred from
Continue Reading Can you challenge “joint” accounts and “POD” accounts on undue influence grounds in nonprobate inheritance cases?
2d DCA: What’s the “dependent relative revocation” doctrine and why should trusts and estates lawyers care?
Fla/3d DCA: What’s a “reasonably ascertainable” probate creditor and why should you care?
Golden v. Jones, — So.3d —-, 2015 WL 5727788 (Fla. October
Continue Reading Fla/3d DCA: What’s a “reasonably ascertainable” probate creditor and why should you care?
Is a “notarial will” that’s valid in Argentina also valid in Florida?
As long as we’ve had probate courts, people have been trying to
Continue Reading Is a “notarial will” that’s valid in Argentina also valid in Florida?
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!2015 legislative news: Florida overhauls its elder guardianship system
Most of the 2015 legislative changes to our Probate and Trust Codes
Continue Reading 2015 legislative news: Florida overhauls its elder guardianship system
When does a court lack “procedural jurisdiction” to appoint a guardian?
Adelman v. Elfenbein, — So.3d —-, 2015 WL 5026178 (Fla. 4
Continue Reading When does a court lack “procedural jurisdiction” to appoint a guardian?
When does a probate judge have “personal” jurisdiction over a personal representative or trustee?
Section 731.105 of our Probate Code tells us that all probate matters
Continue Reading When does a probate judge have “personal” jurisdiction over a personal representative or trustee?
When does a probate judge NOT have jurisdiction over contested property?
In contested probate and trust proceedings, if you hear the word “
Continue Reading When does a probate judge NOT have jurisdiction over contested property?
Can you sue a Florida trust protector for breach of fiduciary duty?
Over the last few years there’s been a trend towards wider use
Continue Reading Can you sue a Florida trust protector for breach of fiduciary duty?