Jacobson v. Sklaire, — So.3d —-, 2012 WL 1414447 (Fla. 3d
Does a trustee’s breach of fiduciary duty = “fraud” for equitable lien on homestead purposes?
Tax Court: Is a beneficiary’s claim to a distributive share of the estate tax deductible?
While we know what the federal estate tax rules are until the
Continue Reading Tax Court: Is a beneficiary’s claim to a distributive share of the estate tax deductible?
4th DCA: Miami Care Foundation vs. Miami Children’s Hospital Foundation: drafting error or ambiguity?
2d DCA: If I withdraw funds from a joint checking account to buy myself a $58K Rolex and $19K diamond ring, who owns this stuff when I die?
Reliable, user-friendly homestead charts for the busy practitioner
There’s a good reason why homestead litigation is a recurring theme for
Continue Reading Reliable, user-friendly homestead charts for the busy practitioner4th DCA: If you want to get your hands on trust property, file a complaint and follow the Rules of Civil Procedure
Beekhuis v. Morris, — So.3d —-, 2012 WL 2121258 (Fla. 4th
Estate planners beware: to err is human, but the cover up can land you in jail
The competitive pressures and technical complexities of a sophisticated estate planning practice
Continue Reading Estate planners beware: to err is human, but the cover up can land you in jail
Dramatically different evidentiary rules apply to “tenancy by the entireties” (TBE) cases involving personal property vs. real estate
There’s trouble brewing over a bank account and vacant lot “Widow” claims
Continue Reading Dramatically different evidentiary rules apply to “tenancy by the entireties” (TBE) cases involving personal property vs. real estateCan you challenge the validity of a revocable trust without also contesting the pour-over will?
The popularity of revocable trusts and pour-over wills as “package deals” creates
Continue Reading Can you challenge the validity of a revocable trust without also contesting the pour-over will?