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Estate tax deductions for claims against the estate: IRS proposes new regulations

By Juan C. Antúnez on June 13, 2007

Failing to properly coordinate how a claim against an estate is administered…
Continue Reading Estate tax deductions for claims against the estate: IRS proposes new regulations

How much evidentiary value does a death certificate have?

By Juan C. Antúnez on June 10, 2007

Marshall v. HQM of Winter Park, LLC, — So.2d —-, 2007…
Continue Reading How much evidentiary value does a death certificate have?

Resulting trusts: viable tools for litigating real property claims?

By Juan C. Antúnez on June 3, 2007

Key v. Trattmann, — So.2d —-, 2007 WL 1517827 (Fla. 1st DCA May…
Continue Reading Resulting trusts: viable tools for litigating real property claims?

The New Homestead Trap: Surviving Spouses Are Trapped by Life Estates They No Longer Want or Can Afford

By Juan C. Antúnez on June 1, 2007

One of the basic building blocks of Florida probate law is the…
Continue Reading The New Homestead Trap: Surviving Spouses Are Trapped by Life Estates They No Longer Want or Can Afford

Evidentiary road map for undue influence and lack of testamentary capacity cases

By Juan C. Antúnez on May 24, 2007

Diaz v. Ashworth, — So.2d —-, 2007 WL 1484550 (Fla. 3d…
Continue Reading Evidentiary road map for undue influence and lack of testamentary capacity cases

Does a beneficiary’s death divest his estate of its interest in the assets of a trust that remained to be distributed?

By Juan C. Antúnez on May 18, 2007

Bryan v. Dethlefs, — So.2d —-, 2007 WL 1425499 (Fla. 3d DCA May…
Continue Reading Does a beneficiary’s death divest his estate of its interest in the assets of a trust that remained to be distributed?

Dead Witness Humor

By Juan C. Antúnez on May 10, 2007

The following is from the Wills, Trusts & Estates Prof Blog:…
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Can a co-op be homestead property?

By Juan C. Antúnez on May 6, 2007

Article X, section 4(c) of the Florida Constitution, which declares that “homestead…

Continue Reading Can a co-op be homestead property?

How certain is a designation of preneed guardianship?

By Juan C. Antúnez on April 27, 2007

Miller v. Goodell, — So.2d —-, 2007 WL 1201892 (Fla. 4th DCA Apr…
Continue Reading How certain is a designation of preneed guardianship?

Estate funds: possession is nine-tenths of the law

By Juan C. Antúnez on April 23, 2007

Morrison v. West, — So.2d —-, 2007 WL 1135659 (Fla. 4th DCA Apr…
Continue Reading Estate funds: possession is nine-tenths of the law

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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

About this Blog

The Florida Probate & Trust Litigation Blog is authored by Juan Antúnez of Stokes McMillan Antúnez Martinez-Lejarza P.A

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