Morrison v. West, — So.2d —-, 2007 WL 1135659 (Fla. 4th DCA Apr
Continue Reading Estate funds: possession is nine-tenths of the law
New Probate & Trust Cases
Order appointing successor trustee is NOT a final order subject to appeal
When do probate proceedings bar a claim for intentional interference with an expectancy of inheritance?
Schilling v. Herrera, — So.2d —-, 2007 WL 981627 (Fla. 3d…
Continue Reading When do probate proceedings bar a claim for intentional interference with an expectancy of inheritance?
Probate court gets reversed for failing to appoint the statutorily preferred personal representative
I’ve written recently about probate courts being reversed for failing to appoint…
Continue Reading Probate court gets reversed for failing to appoint the statutorily preferred personal representativeEstate misses opportunity to save $2.8 million in estate taxes
Estate of Hester v. U.S., — F.Supp.2d —-, 2007 WL 703170…
Continue Reading Estate misses opportunity to save $2.8 million in estate taxes
Court says NO to appeal of spousal-elective-share order
Trenchard v. Gray, — So.2d —-, 2007 WL 837294 (Fla. 2d DCA Mar…
Continue Reading Court says NO to appeal of spousal-elective-share order
Dependent relative revocation doctrine + prior wills = no standing to sue
In re Estate of Coukos, 947 So.2d 1290, 32 Fla. L.
Continue Reading Dependent relative revocation doctrine + prior wills = no standing to sue
Bankruptcy court says NO to equitable lien on homestead property
Good news from the bankruptcy front: homestead in a revocable trust remains protected
I previously wrote here about Engelke v. Estate of Engelke, a…
Continue Reading Good news from the bankruptcy front: homestead in a revocable trust remains protected
Another estate plan hits the dust: testator’s personal property right’s lose out to heir’s homestead rights
Cutler v. Cutler, — So.2d —-, 2007 WL 601866 (Fla. 3d…
Continue Reading Another estate plan hits the dust: testator’s personal property right’s lose out to heir’s homestead rights