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Probate litigator successfully spots substantive issues, but falls flat on civil procedure

By Juan C. Antúnez on October 1, 2005

Herskovitz v. Hershkovich, 2005 WL 2254003, 30 Fla. L. Weekly D2209…
Continue Reading Probate litigator successfully spots substantive issues, but falls flat on civil procedure

A Trustee’s Duties and Responsibilities Under Discretionary Invasion Provisions

By Juan C. Antúnez on September 29, 2005

Disputes revolving around whether the trustee of a “discretionary” trust acted appropriately…
Continue Reading A Trustee’s Duties and Responsibilities Under Discretionary Invasion Provisions

Creditor strikes out again: Florida Probate Rules do not provide for “vacatur” of mistaken orders

By Juan C. Antúnez on September 21, 2005

Interim Healthcare of Northwest Florida, Inc. v. Estate of Ries, 2005…
Continue Reading Creditor strikes out again: Florida Probate Rules do not provide for “vacatur” of mistaken orders

When is a sweetheart gift really a “gift” or just words worth less than the paper they are written on?

By Juan C. Antúnez on September 18, 2005

Rasmussen v. Rasmussen, 2005 WL 2138710 (Fla. 2d DCA September 7,…
Continue Reading When is a sweetheart gift really a “gift” or just words worth less than the paper they are written on?

The “Mother” of all probate-litigation fee disputes: widow seeks return of $50 million in “excessive” fees and gifts

By Juan C. Antúnez on September 16, 2005

As reported in this New York Law Journal article, Manhattan law firm…
Continue Reading The “Mother” of all probate-litigation fee disputes: widow seeks return of $50 million in “excessive” fees and gifts

What is the “Trust Exception” to the statute of limitations applicable to probate creditors’ claims and when does it apply?

By Juan C. Antúnez on September 14, 2005

Scott v. Reyes, 2005 WL 2172231 (Fla. 2d DCA September 9,…
Continue Reading What is the “Trust Exception” to the statute of limitations applicable to probate creditors’ claims and when does it apply?

Are law firms seeing an increase in estate litigation?

By Juan C. Antúnez on September 12, 2005

In 2006 the exemption amount for federal estate taxes is $2.0 million…
Continue Reading Are law firms seeing an increase in estate litigation?

FLORIDA SUPREME COURT ON HOMESTEAD PROPERTY

By Juan C. Antúnez on September 11, 2005

McKean v. Warburton, 2005 WL 2155180 (Fla. September 8, 2005) (…
Continue Reading FLORIDA SUPREME COURT ON HOMESTEAD PROPERTY

Ambiguous Drafting Leads to Litigation over Definition of a Decedent’s “Heirs at Law” under Florida Law

By Juan C. Antúnez on September 1, 2005

Karasek v. William J. Lamping Trust, 2005 WL 2086183 (Fla. 4th…
Continue Reading Ambiguous Drafting Leads to Litigation over Definition of a Decedent’s “Heirs at Law” under Florida Law

Party Reasonably Expected to Pursue a Personal Injury Cause of Action Against an Estate Is a Creditor Entitled to Actual Notice That the Probate Proceedings Are Pending

By Juan C. Antúnez on September 1, 2005

Longmire v. Estate of Ruffin, 2005 WL 2016944 (Fla. 4th DCA…
Continue Reading Party Reasonably Expected to Pursue a Personal Injury Cause of Action Against an Estate Is a Creditor Entitled to Actual Notice That the Probate Proceedings Are Pending

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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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