If you’re representing a personal representative or trustee in a complicated estate or trust
Continue Reading Florida’s Principal & Income Act gets an update
Effective July 1, 2012, Florida now has post-divorce automatic nullification statute for beneficiary-designated non-probate assets such as life insurance, annuities, pay-on-death accounts, and retirement planning accounts
In 1951 Florida enacted a statute automatically cutting divorced spouses out of
Continue Reading Effective July 1, 2012, Florida now has post-divorce automatic nullification statute for beneficiary-designated non-probate assets such as life insurance, annuities, pay-on-death accounts, and retirement planning accounts
New legislation clarifies when Rule 1.525’s 30-day deadline for attorney’s fee motions apply to contested probate, guardianship and trust proceedings
If, when and how Civ. Pro. Rule 1.525, the rule setting a
Florida’s ILIT Trustee Protection Statute: 736.0902
Irrevocable life insurance trusts or “ILIT’s” are a mainstay of high end
Continue Reading Florida’s ILIT Trustee Protection Statute: 736.0902
In sharp break with existing law, Florida adopts new legislation dramatically expanding scope of judicial Will reformations actions
Common sense, and hard earned experience, tell us that clients can sign
Continue Reading In sharp break with existing law, Florida adopts new legislation dramatically expanding scope of judicial Will reformations actions
Effective October 1, 2011, Florida will be the latest state to adopt the Uniform Power of Attorney Act
In 2008 the AARP’s Public Policy Institute published a provocative report entitled
Continue Reading Effective October 1, 2011, Florida will be the latest state to adopt the Uniform Power of Attorney Act
Effective October 1, 2011, a surviving spouse’s intestate share of an estate will go up from 50% to 100% of the estate if the decedent’s descendents are also descendents of the surviving spouse
Effective October 1, 2011, a surviving spouse’s intestate share of an estate
Continue Reading Effective October 1, 2011, a surviving spouse’s intestate share of an estate will go up from 50% to 100% of the estate if the decedent’s descendents are also descendents of the surviving spouseNew attorney-client privilege protection for trustees, personal representatives and guardians + new related reporting requirements
Attorneys representing trustees, personal representatives, guardians and other fiduciaries operating in Florida
Continue Reading New attorney-client privilege protection for trustees, personal representatives and guardians + new related reporting requirements
2010 legislative news: In dramatic break with the past new F.S. 732.805 gives families standing to challenge deathbed marriages
Deathbed marriages can be the ultimate weapon for those looking to prey
Continue Reading 2010 legislative news: In dramatic break with the past new F.S. 732.805 gives families standing to challenge deathbed marriages
New legislation expressly authorizes filing pre-death “caveats”
Section 731.110 of Florida’s Probate Code allows any person who is apprehensive
Continue Reading New legislation expressly authorizes filing pre-death “caveats”