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?
New Probate & Trust Cases
4th DCA says NO to “legal gymnastics” aimed at getting around Florida’s post-divorce automatic will-revocation statute
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?
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?
Can winning a “defalcation” ruling in a bankruptcy proceeding against your former probate lawyer end up immunizing his insurance carrier from liability?
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
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”?
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?
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?
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”
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?
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?