Conflicts between current beneficiaries of a trust that want to maximize current
Continue Reading “Win-Win” Trust Administration: How to please BOTH current income beneficiaries and remaindermen
“Maxcy rule” strikes again: Fort Lauderdale attorney ordered to return $1.6 million in fees in probate case
On September 23, 2005 the Daily Business Review reported that Broward County
Continue Reading “Maxcy rule” strikes again: Fort Lauderdale attorney ordered to return $1.6 million in fees in probate case
Probate litigator successfully spots substantive issues, but falls flat on civil procedure
Herskovitz v. Hershkovich, 2005 WL 2254003, 30 Fla. L. Weekly D2209
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A Trustee’s Duties and Responsibilities Under Discretionary Invasion Provisions
Disputes revolving around whether the trustee of a “discretionary” trust acted appropriately
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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?
Rasmussen v. Rasmussen, 2005 WL 2138710 (Fla. 2d DCA September 7,
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The “Mother” of all probate-litigation fee disputes: widow seeks return of $50 million in “excessive” fees and gifts
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?
Scott v. Reyes, 2005 WL 2172231 (Fla. 2d DCA September 9,
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Are law firms seeing an increase in estate litigation?
In 2006 the exemption amount for federal estate taxes is $2.0 million
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FLORIDA SUPREME COURT ON HOMESTEAD PROPERTY
McKean v. Warburton, 2005 WL 2155180 (Fla. September 8, 2005) (
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