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Can a trial judge assess over $85,000 in attorneys fees against beneficiaries for suing a trustee who committed “numerous breaches” of fiduciary duty?

By Juan C. Antúnez on July 15, 2015

The default rule in most civil trials is that win or lose,…
Continue Reading Can a trial judge assess over $85,000 in attorneys fees against beneficiaries for suing a trustee who committed “numerous breaches” of fiduciary duty?

4th DCA says NO to “legal gymnastics” aimed at getting around Florida’s post-divorce automatic will-revocation statute

By Juan C. Antúnez on July 6, 2015

Carroll v. Israelson, — So.3d —-, 2015 WL 3999486 (Fla. 4…
Continue Reading 4th DCA says NO to “legal gymnastics” aimed at getting around Florida’s post-divorce automatic will-revocation statute

Can a ward sue the attorney for his former court-appointed guardian for malpractice?

By Juan C. Antúnez on June 29, 2015

The general trend in Florida (especially in the trusts and estates …

Continue Reading Can a ward sue the attorney for his former court-appointed guardian for malpractice?
Gavel on bankruptcy Law books

Can winning a “defalcation” ruling in a bankruptcy proceeding against your former probate lawyer end up immunizing his insurance carrier from liability?

By Juan C. Antúnez on June 16, 2015

Complex estate litigation usually doesn’t get resolved in a single winner-take-all trial.

Continue Reading Can winning a “defalcation” ruling in a bankruptcy proceeding against your former probate lawyer end up immunizing his insurance carrier from liability?

California court invalidates power of appointment; disinherited heir gets 1/3 of $55M trust

By Juan C. Antúnez on May 26, 2015

Assume you have a case involving a $55 million trust created under…

Continue Reading California court invalidates power of appointment; disinherited heir gets 1/3 of $55M trust

Is Florida’s trust-reformation statute limited to only fixing “simple scrivener’s errors”?

By Juan C. Antúnez on May 4, 2015

When it comes to wills and trusts, drafting mistakes come in all…

Continue Reading Is Florida’s trust-reformation statute limited to only fixing “simple scrivener’s errors”?

Will a faith-based arbitration clause disqualify your trust for tax purposes?

By Juan C. Antúnez on April 20, 2015

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?

4th DCA: Is a spousal undue influence claim viable under Florida law?

By Juan C. Antúnez on April 6, 2015

Blinn v. Carlman, — So.3d —-, 2015 WL 1223665 (Fla. 4th…
Continue Reading 4th DCA: Is a spousal undue influence claim viable under Florida law?

Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”

By Juan C. Antúnez on March 17, 2015

A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder …
Continue Reading Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”

Can a woman invalidate her own Texas adoption to win a Florida estate case?

By Juan C. Antúnez on February 23, 2015

Inheritance disputes tend to be deeply personal affairs, often involving challenges to…
Continue Reading Can a woman invalidate her own Texas adoption to win a Florida estate case?

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Annual Survey of Florida Trusts + Estates Law

This is my running list of significant trust, probate and guardianship related appellate opinions since 2005. If you think I've missed an important appellate decision that deserves wider notice, please let me know. As new appellate decisions are published I'll add them to the list.

    2025 … The Year in Review

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    2023 … The Year in Review

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The Florida Probate & Trust Litigation Blog is authored by Juan Antúnez of Stokes McMillan Antúnez Martinez-Lejarza P.A

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