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2d DCA: How to amend a joint revocable trust

By Juan C. Antúnez on March 15, 2009

Provost v. Justin, — So.2d —-, 2009 WL 484633 (Fla. 2d…

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How to litigate ownership of “bearer” shares in probate

By Juan C. Antúnez on March 11, 2009

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?

By Juan C. Antúnez on March 9, 2009

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

By Juan C. Antúnez on March 9, 2009

Edelstein v. Beagell, — So.2d —-, 2009 WL 500913 (Fla. 1st…

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4th DCA: How broad is a trustee’s privilege waiver when claiming the “advice of counsel defense”?

By Juan C. Antúnez on March 4, 2009

Greenberg Traurig, P.A. v. Bresnahan, — So.2d —-, 2009 WL 383622…

Continue Reading 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?

By Juan C. Antúnez on March 2, 2009

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

By Juan C. Antúnez on February 28, 2009

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

By Juan C. Antúnez on February 27, 2009

Especially in large or fairly complex estates or trusts, the ultimate value…

Continue Reading Things That May Surprise You About Florida’s Principal and Income Act and Related Accounting Law, Part I

M.D.Fla: What to do when your bank pays out trust funds to the wrong guy?

By Juan C. Antúnez on February 26, 2009

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?

4th DCA: Court says NO to family in contested guardianship proceeding

By Juan C. Antúnez on February 20, 2009

Morris v. Knight, — So.2d —-, 2009 WL 321586 (Fla. 4th…
Continue Reading 4th DCA: Court says NO to family in contested guardianship proceeding

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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.

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    2023 … The Year in Review

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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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