As I previously wrote here, irrevocable dynasty trusts are all the
Continue Reading Divorce + Equitable Distribution + Irrevocable Trusts = ??
As I previously wrote here, irrevocable dynasty trusts are all the…
Continue Reading Divorce + Equitable Distribution + Irrevocable Trusts = ??Lauritsen v. Wallace, — So.3d —-, 2011 WL 1195873 (Fla. 5th…
Continue Reading 5th DCA: Can a decedent release a debt owed to him through a debt forgiveness clause in his will if his estate is insolvent?
The statue at the heart of the Figel case is F.S. 518.11…
Continue Reading Trustees as investment managers: It’s not whether you win or lose, it’s how you play the game
Most civil litigators (and judges) spend most of their professional lives involved…
Continue Reading Are the assets of an LLC assets of the probate estate?
In re Miller, — B.R. —-, 2010 WL 5184798 (Bkrtcy.S.D.Fla.2010)
Assume…
Continue Reading Can you time an elective share claim to gain an advantage in bankruptcy?
Beane v. Suntrust Banks, Inc., — So.3d —-, 2010 WL 4483472…
Continue Reading What is a Totten Trust?
O’Brien v. McMahon, — So.3d —-, 2010 WL 3909644 (Fla. 1st…
Continue Reading 1st DCA: Suing over life insurance policy’s change-of-beneficiary forms? Better read the contract
This is the second time the 3d DCA has weighed in on…
Continue Reading Does homestead property in marital trust lose its creditor protection?
On December 17, 2010, President Obama signed H.R. 4853, the Middle…
Continue Reading Great charts summarizing new Estate, Gift and GST Tax rules