This case was 12 years in the making. Starting with the settlor’s
Continue Reading $1.2 million trustee fee dispute snowballs into across-the-board indictment of trustee’s tenure resulting in whopping $5.3 million adverse judgment
When can you litigate an inheritance case in federal court?
So when can you litigate inheritance disputes in federal court? According to the
Continue Reading When can you litigate an inheritance case in federal court?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?
Reliable, user-friendly trust-amendment/termination charts for the busy practitioner
A trusts and estates practice is often like playing one of those
Continue Reading Reliable, user-friendly trust-amendment/termination charts for the busy practitioner2d & 5th DCA: What’s it take for a court to properly enter a temporary injunction or “freeze” order in trust litigation?
Temporary injunctions or “freeze” orders are supposed to simply maintain the status
Continue Reading 2d & 5th DCA: What’s it take for a court to properly enter a temporary injunction or “freeze” order in trust litigation?
Is adult adoption for inheritance purposes against Florida public policy?
The adult adoption order at the center of the 3d DCA’s recently
Continue Reading Is adult adoption for inheritance purposes against Florida public policy?
Florida spendthrift trust survives creditor’s constitutional challenge
When can a probate court “reform” a settlement agreement to fix a drafting mistake?
So here’s the typical scenario at the end of a successful mediation
Continue Reading When can a probate court “reform” a settlement agreement to fix a drafting mistake?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?
3d DCA says NO to adoption of 42 year old girlfriend; ends ploy to raid 1/3 share of $300 million trust fund
In this sharply worded opinion the 3d DCA struck down an order
Continue Reading 3d DCA says NO to adoption of 42 year old girlfriend; ends ploy to raid 1/3 share of $300 million trust fund