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For federal diversity jurisdiction, whose citizenship counts: the PR’s or the decedent’s?

By Juan C. Antúnez on December 16, 2013

As long as our state probate courts remain underfunded and overworked (see …

Continue Reading For federal diversity jurisdiction, whose citizenship counts: the PR’s or the decedent’s?

4th DCA: When can a Florida probate judge say “no” to your choice of a non-Florida attorney to represent you in a contested Florida probate proceeding?

By Juan C. Antúnez on December 2, 2013

Kelley v. Kelley, — So.3d —-, 2013 WL 5729793 (Fla. 4th …
Continue Reading 4th DCA: When can a Florida probate judge say “no” to your choice of a non-Florida attorney to represent you in a contested Florida probate proceeding?

Is an “estate” a proper party in civil litigation?

By Juan C. Antúnez on December 2, 2013

You’ll often hear lawyers speak in terms of suing “the estate,” or…

Continue Reading Is an “estate” a proper party in civil litigation?

Why Fiduciary Law Is Equitable

By Juan C. Antúnez on November 25, 2013

Fiduciary relationships and the duties and liabilities that spring from those relationships…
Continue Reading Why Fiduciary Law Is Equitable

4th DCA splits with 1st and 2nd DCA’s on when “reasonably ascertainable” creditor’s filing deadline begins to run

By Juan C. Antúnez on November 13, 2013

Golden v. Jones, — So.3d —-, 2013 WL 5810360 (Fla. 4th…
Continue Reading 4th DCA splits with 1st and 2nd DCA’s on when “reasonably ascertainable” creditor’s filing deadline begins to run

Can $5 million gift to surviving spouse be conditioned on a prior waiver of her elective-share rights?

By Juan C. Antúnez on October 29, 2013

In the right circumstances, no-contest or in terrorem clauses can be effective…

Continue Reading Can $5 million gift to surviving spouse be conditioned on a prior waiver of her elective-share rights?

If a Colorado court accepts a Colorado man’s un-witnessed handwritten will as valid, is the will valid in Florida?

By Juan C. Antúnez on October 14, 2013

Under F.S. 732.502(2), oral (nuncupative) wills and un-witnessed…

Continue Reading If a Colorado court accepts a Colorado man’s un-witnessed handwritten will as valid, is the will valid in Florida?

4th/5th DCA: Promises, promises . . . Are oral agreements enforceable in inheritance disputes?

By Juan C. Antúnez on September 23, 2013

In the trusts and estates world, if it’s not in writing it…
Continue Reading 4th/5th DCA: Promises, promises . . . Are oral agreements enforceable in inheritance disputes?

2d DCA: What’s the “renunciation” rule and when does it apply to will and trust contests?

By Juan C. Antúnez on September 16, 2013

Fintak v. Fintak, — So.3d —-, 2013 WL 4483103 (Fla. 2d…
Continue Reading 2d DCA: What’s the “renunciation” rule and when does it apply to will and trust contests?

4th DCA: New York creditor’s claim vs. Florida ancillary estate: whose statute of limitations periods apply: NY or FL?

By Juan C. Antúnez on September 9, 2013

Staum v. Rubano, — So.3d — , 2013 WL 4081055 (Fla.
Continue Reading 4th DCA: New York creditor’s claim vs. Florida ancillary estate: whose statute of limitations periods apply: NY or FL?

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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.

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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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