MacIntyre, ex rel. Wedrall Trust v. Wedell, — So.3d —-, 2009
Will and Trust Contests
2d DCA explains Florida’s trust-merger doctrine
By Juan C. Antúnez on
Hansen v. Bothe, — So.3d —-, 2009 WL 1066296 (Fla. 2d…
Continue Reading 2d DCA explains Florida’s trust-merger doctrine
Are land trusts subject to the Florida Trust Code’s conflict-of-interest rules?
By Juan C. Antúnez on
Brigham v. Brigham, — So.2d —-, 2009 WL 454492 (Fla. 3d…
Continue Reading Are land trusts subject to the Florida Trust Code’s conflict-of-interest rules?
2d DCA: How to amend a joint revocable trust
By Juan C. Antúnez on
Provost v. Justin, — So.2d —-, 2009 WL 484633 (Fla. 2d…
Continue Reading 2d DCA: How to amend a joint revocable trust
5th DCA: What’s it mean to be in someone’s “presence” when witnessing a will?
By Juan C. Antúnez on
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?
4th DCA: How broad is a trustee’s privilege waiver when claiming the “advice of counsel defense”?
By Juan C. Antúnez on
Things That May Surprise You About Florida’s Principal and Income Act and Related Accounting Law, Part I
By Juan C. Antúnez on
Especially in large or fairly complex estates or trusts, the ultimate value…
2d DCA: Does a trust beneficiary have a mandatory right to intervene in litigation involving her trust?
By Juan C. Antúnez on
Crescenze v. Bothe, — So.2d —-, 2009 WL 284858 (Fla. 2d…
Tax Results of Settling Disputes Involving Marital-Deduction (QTIP) Trusts
By Juan C. Antúnez on
A "QTIP trust" allows a person’s estate to receive a 100% estate-tax marital deduction for…
Continue Reading Tax Results of Settling Disputes Involving Marital-Deduction (QTIP) Trusts
Post-mediation litigation triggered by settlement agreement’s fuzzy release clause
By Juan C. Antúnez on
Sandra O’Neill v. Scher, — So.2d —-, 2008 WL 5352183 (Fla.
Continue Reading Post-mediation litigation triggered by settlement agreement’s fuzzy release clause