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Creditor Protection Denied for Florida Debtor’s Inherited IRA

By Juan C. Antúnez on May 7, 2010

Kentucky and Florida estate planning lawyer/blogger C. Carter Ruml recently wrote an interesting…

Continue Reading Creditor Protection Denied for Florida Debtor’s Inherited IRA

11th Cir: Personal Representative liable for over $50,000 in taxes and penalties on cash the estate never received

By Juan C. Antúnez on May 3, 2010

United States v. Guyton, Jr., 2010 WL 1172428 (11th Cir. March…
Continue Reading 11th Cir: Personal Representative liable for over $50,000 in taxes and penalties on cash the estate never received

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Ethics violation = undue influence = attorney and paralegal forfeit $7.2 million bequest

By Juan C. Antúnez on April 19, 2010

According to newspaper accounts this will contest revolved around allegations of undue…

Continue Reading Ethics violation = undue influence = attorney and paralegal forfeit $7.2 million bequest

Who’s Charging What for Trust Services?

By Juan C. Antúnez on April 6, 2010

If you’re an estate planner, it’s not unusual to get asked if…

Continue Reading Who’s Charging What for Trust Services?

2d DCA to Florida philanthropists: don’t waste your time suing charities in the absence of a written trust or gift agreement

By Juan C. Antúnez on April 5, 2010

In the 1980’s Florida philanthropist Edwin H. Bower made large charitable donations…
Continue Reading 2d DCA to Florida philanthropists: don’t waste your time suing charities in the absence of a written trust or gift agreement

The 4th DCA construes will properly devising Florida homestead

By Juan C. Antúnez on March 23, 2010

Pajares v. Donahue, — So.3d —-, 2010 WL 934101 (Fla. 4th…

Continue Reading The 4th DCA construes will properly devising Florida homestead

Ignoring ultra-short limitations periods: great way to waive objections to final accountings in probate

By Juan C. Antúnez on March 10, 2010

Thomas v. Thomas, — So.3d —-, 2010 WL 391833 (Fla. 5th…
Continue Reading Ignoring ultra-short limitations periods: great way to waive objections to final accountings in probate

Another personal injury lawyer forfeits trial court win by blowing probate creditor deadline

By Juan C. Antúnez on March 8, 2010

The linked-to opinion is yet another example of yet another plaintiffs lawyer…

Continue Reading Another personal injury lawyer forfeits trial court win by blowing probate creditor deadline
DNA sequence, DNA code structure - Medical 3d Illustration

DNA testing in probate and trust litigation: 2d DCA explains how to do it right

By Juan C. Antúnez on February 28, 2010

Sometimes courts will ignore DNA test results as a matter of law…
Continue Reading DNA testing in probate and trust litigation: 2d DCA explains how to do it right

“No fee for you!” Out-of-state lawyer forfeits million-dollar payday in trust litigation

By Juan C. Antúnez on February 21, 2010

Morrison v. West, — So.3d —-, 2010 WL 532792 (Fla. 4th…

Continue Reading “No fee for you!” Out-of-state lawyer forfeits million-dollar payday in trust litigation

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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.

    2025 … The Year in Review

    2024 … The Year in Review

    2023 … The Year in Review

      Click here for prior years

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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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