Della Ratta v. Della Ratta, 2006 WL 1235760, 31 Fla. L.
Continue Reading Florida’s “Family Member” Evidentiary Presumption
Will and Trust Contests
Domicile vs. Jurisdiction
Pastor v. Pastor, __ So.2d __ (Fla. 4th DCA April 19,…
Continue Reading Domicile vs. Jurisdiction
Trust Construction 101
Roberts v. Sarros, __ So.2d __ (Fla. 2d DCA Feb 15,…
Continue Reading Trust Construction 101
How to Fix a Broken Trust: Post Mortem Trust Reformations of Drafting Mistakes
Failure to Account for Statutory Apportionment of Taxes and Administrative Expenses Leads to Post Mediation Litigation
Sheets v. Palmer, 2005 WL 3403620 (Fla. 1st DCA Dec 14,…
Continue Reading Failure to Account for Statutory Apportionment of Taxes and Administrative Expenses Leads to Post Mediation Litigation
Wanting to Keep Your Wife Happy Does Not Undue Influence Make
Zoldan v. Zohlman, 2005 WL 3180190 (Fla. 3d DCA Nov 30,…
Continue Reading Wanting to Keep Your Wife Happy Does Not Undue Influence Make
Woe Be it to the Litigant Who Loses the Moral High Ground
DeMello v. Buckman, 2005 WL 2990487 (Fla. 4th DCA Nov 09,…
Continue Reading Woe Be it to the Litigant Who Loses the Moral High Ground
“Win-Win” Trust Administration: How to please BOTH current income beneficiaries and remaindermen
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
A Trustee’s Duties and Responsibilities Under Discretionary Invasion Provisions
Disputes revolving around whether the trustee of a “discretionary” trust acted appropriately…
Continue Reading A Trustee’s Duties and Responsibilities Under Discretionary Invasion Provisions
Are law firms seeing an increase in estate litigation?
In 2006 the exemption amount for federal estate taxes is $2.0 million…
Continue Reading Are law firms seeing an increase in estate litigation?