The Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA) addresses a
Continue Reading Florida needs to adopt the Adult Guardianship and Protective Proceedings Jurisdiction Act
New Probate & Trust Cases
2d DCA: How to amend a joint revocable trust
Provost v. Justin, — So.2d —-, 2009 WL 484633 (Fla. 2d…
Continue Reading 2d DCA: How to amend a joint revocable trust
How to litigate ownership of “bearer” shares in probate
If someone’s holding “bearer” shares in some offshore company, I assume they’re…
Continue Reading How to litigate ownership of “bearer” shares in probate
5th DCA: What’s it mean to be in someone’s “presence” when witnessing a will?
Price v. Abate, — So.2d —-, 2009 WL 559908 (Fla. 5th…
Continue Reading 5th DCA: What’s it mean to be in someone’s “presence” when witnessing a will?
1st DCA: Not all probate orders are appealable
Edelstein v. Beagell, — So.2d —-, 2009 WL 500913 (Fla. 1st…
Continue Reading 1st DCA: Not all probate orders are appealable
4th DCA: How broad is a trustee’s privilege waiver when claiming the “advice of counsel defense”?
What’s the right way to litigate an ambiguous will?
Garcia v. Celestron, — So.2d —-, 2009 WL 249211 (Fla. 3d…
Continue Reading What’s the right way to litigate an ambiguous will?
Bankr.M.D.Fla: Probate judgment against former PR not dischargeable in bankruptcy
In re Kurzon, 399 B.R. 274 (Bankr.M.D.Fla. Apr 17, 2008)
When…
Continue Reading Bankr.M.D.Fla: Probate judgment against former PR not dischargeable in bankruptcy
Things That May Surprise You About Florida’s Principal and Income Act and Related Accounting Law, Part I
Especially in large or fairly complex estates or trusts, the ultimate value…
M.D.Fla: What to do when your bank pays out trust funds to the wrong guy?
Fintak v. Wachovia Bank, N.A., Slip Copy, 2009 WL 413599 (M.D.Fla.
Continue Reading M.D.Fla: What to do when your bank pays out trust funds to the wrong guy?