1-561-514-0900 FREE CONSULTATION

Florida Inheritance Lawsuits and Personal Financials

Uncategorized May 29, 2020

Are you involved in inheritance litigation? Are you the trustee of a Florida trust? Is a beneficiary of a Florida estate suing you? Can a beneficiary request personal financial records from a Florida trustee? When can the opposing party request personal financial records from me? Do I have to disclose my personal tax returns and bank records in my current probate lawsuit? Florida Trusts and Relevant Information West Palm Beach probate lawyers know that beneficiaries of a Florida trust have a right, under Florida probate and trust law, to “relevant information.”For one, beneficiaries have a right to receive an annual accounting from the trustee. In Florida, trustees actually have a duty to provide an annual accounting. Florida Statute 736.0813 (d) says that “a trustee of an irrevocable trust shall provide a trust accounting, as set forth in s. 736.08135, from the date of the last accounting or, if none, from the date on which the trustee became accountable, to each qualified beneficiary at least annually and on termination of the trust or on change of the trustee.” If you are the beneficiary of a trust in Florida, and your trustee is not providing you with requested relevant information or accountings, you should consider consulting with an experienced West Palm Beach inheritance attorney. Unfortunately, as trust and estates litigators, we know that there are “bad” trustees out there. Sometimes, suing the trustee is necessary to get the answers and information you are entitled to as a beneficiary. Florida Trustees and Discovery Trustees in Florida […]

READ MORE

Florida Lawsuits: Injunctions and Exploitation of a Vulnerable Adult

Uncategorized May 27, 2020
post about Florida Lawsuits: Injunctions and Exploitation of a Vulnerable Adult

Unfortunately, Florida guardianship lawyers encounter many cases involving financial exploitation of the elderly or exploitation of a vulnerable adult. Palm Beach guardianship lawyers and estate attorneys frequently receive calls from concerned relatives or friends regarding an elderly person being financially exploited or abused. What are the different ways that an elderly person may be financially exploited? How can you detect if your mom or dad is being financially exploited? What should you do if you believe that your elderly relative is being taken advantage of by a caretaker or “friend”? When do you need an experienced West Palm Beach guardianship lawyer? Alzheimers and Dementia Many financial exploitation of the elderly or exploitation of a vulnerable adult cases involve elderly people with dementia or Alzheimer’s disease. Due to their vulnerability, exploiters view people with mental illnesses as easy pray. If you suspect that your elderly parent, or disabled friend, is being exploited by his or her caretaker, you may want to read Florida Statute 825.103. You may also want to learn about Florida guardianships. Florida Adult Guardianships A family member can file a Florida guardianship for an adult who is no longer able to care for himself. A Florida guardianship can protect an elderly person or disabled person from being financially exploited as long as the appointed guardian can be trusted. In Florida, guardianship law is governed by Chapter 744 of the Florida Statutes. Soldatich v. Jones A January 22, 2020 Fourth DCA opinion, Soldatich v. Jones, is a great example of a Florida […]

READ MORE

Florida Estates and Timely Creditor Claims

Uncategorized May 27, 2020
post about Florida Estates and Timely Creditor Claims

What is a reasonably ascertainable creditor in a Florida probate proceeding? How does a creditor give the personal representative of a Florida estate notice of his or her claim? What does the personal representative have to do to properly determine creditors? What happens if a creditor files a claim against a West Palm beach estate after the claim period? Florida Estate Proceedings: Notice to Creditors If you are serving as the personal representative of a Florida estate, you will have to comply with Florida Statute, section 733.2121. Therefore, as personal representative, you must properly publish Notice to Creditors and make a diligent search to determine creditors. To ensure that the Notice to Creditors is properly published, it is important to read the relevant statute in its entirety and to consult with your Florida probate attorney. Furthermore, in any probate matter, it is very important to know filing deadlines. Under Florida Statute 733.702(1), creditors must file any statements of claim against a decedent’s estate within three months of the first publication of the notice to creditors or within thirty days of being served with it, whichever is later. Any claim not filed within that time is barred unless the court grants an extension.733.702(3), Florida Statutes(2012). Extensions can be granted “upon ground of fraud, estoppel, or insufficient notice of the claims period.” Florida courts take deadlines very seriously. If you believe that you have a creditor claim against a Florida estate, you should begin interviewing estate lawyers and get your claim filed immediately. If you […]

READ MORE

Florida Appeals and Jurisdiction

Uncategorized May 21, 2020
post about Florida Appeals and Jurisdiction

Are you involved in Florida litigation? Do you need to appeal a judgment? Can you appeal a nonfinal order? When do you need a Palm Beach appeals attorney? What do appeals have to do with my Florida inheritance case? What are the Florida Rules of Appellate Procedure? What is Florida Rule of Appellate Procedure 9.130? You may want to read a recent Third DCA opinion, Hollinger v. Hollinger, to learn more about Florida probate appeals and appellate jurisdiction. Florida Rule of Appellate Procedure 9.130 Florida Rule of Appellate Procedure 9.130 discusses what nonfinal orders are appealable. It is important to consider whether the Florida appellate courts can even hear an appeal regarding the order you disagree with. If you try to appeal an order that is not appealable, the appeal may be dismissed due to the appellate court’s lack of jurisdiction. An experienced Florida appellate attorney, like Robert Hauser, Esq. at Pankauski Hauser Lazarus, can help you determine whether or not you can appeal a certain order. Hauser has been named a Board Certified Specialist by The Florida Bar in Appellate Practice since June 1, 2009. This designates him as an expert and specialist in appeals in Florida. For a free consultation, call (561)268-0233 ext.101. Hollinger v. Hollinger Hollinger v. Hollinger, a March 20, 2020 Fifth DCA opinion, is a good example of Florida case where the question regarding the appellate court’s jurisdiction was raised. Here, the Appellant, individually and as personal representative of his father’s Florida estate, appeals a partial summary judgment […]

READ MORE

West Palm Beach Inheritance Disputes and Petitions for Certiorari

Uncategorized May 20, 2020
post about West Palm Beach Inheritance Disputes and Petitions for Certiorari

What is a petition for certiorari? How are petitions for certiorari different than appeals in Florida? When can you file a petition for certiorari in your Florida probate lawsuit? What must you demonstrate to invoke the relief of certiorari in a trust and estates lawsuit? When should you seek certiorari review in a West Palm Beach trust case? Certiorari Review and Florida Estate Lawsuits During Florida trust litigation, or during a probate lawsuit, you may disagree with a trial court’s order.Can you do anything about the order while the lawsuit is still going on, or do you have to wait to file an appeal? Generally, you can only appeal final orders. However, there are exceptions. In limited circumstances, your Florida trust lawyer can seek certiorari review of an order from the appellate court. Certiorari review only becomes an option when, during litigation, the trial court “departs from the essential requirements of law.” There are three requirements that must be demonstrated to invoke the relief of certiorari: 1) you have to establish a departure from the essential requirements of the law 2) resulting in material injury for the remainder of the case 3) the injury can’t be corrected on post-judgment appeal. Basically, you must prove that the trial court made a legal error that caused irreparable harm and, therefore, you need a remedy for it now. Invoking the Relief of Certiorari Invoking the relief of certiorari is difficult and your Palm Beach probate lawyer should be experienced and knowledgeable about the […]

READ MORE

West Palm Beach Trust Lawsuits: When is an Evidentiary Hearing Necessary to Determine Relevancy?

Uncategorized May 15, 2020
post about West Palm Beach Trust Lawsuits: When is an Evidentiary Hearing Necessary to Determine Relevancy?

Are you involved in a West Palm Beach trust lawsuit? Have you, as the beneficiary of a Palm Beach trust, recently sued a Florida trustee? Can a Florida court compel the disclosure of trust information? What must the court consider if financial information from a nonparty is requested? How should I choose a West Palm Beach lawyer for my complex Florida trust battle? Choosing a Palm Beach Trust Lawyer If you are the beneficiary of a trust, or even the trustee of a Florida trust, you may find yourself in need of a trust lawyer. Trust litigation happens often and having a powerful trust attorney representing you is important. When interviewing Florida lawyers for a trust lawsuit, you may want to consider how many years of experience the lawyer has practicing trust law. For example, has your lawyer just began practicing law or does he/she have over 20 years of experience like the partners at Pankauski Hauser Lazarus do. Also, you may want to make sure that your trust lawyer is extremely familiar with Florida’s Trust Code and the Florida Statutes pertaining to trust and civil lawsuits in Florida. Lastly, look for a lawyer who limits his or her practice. If trust and estate litigation and appeals is one of the firm’s main practice areas, the lawyers at the firm have probably been in front of a Florida judge in many other trust lawsuits. Trust Lawsuits and Evidentiary Hearings Florida trust lawsuits can involve many different issues and topics. For […]

READ MORE

Florida Trust Lawyers and Rule 4-1.6

Uncategorized May 12, 2020
post about Florida Trust Lawyers and Rule 4-1.6

What is rule 4-1.6? What do my West Palm Beach lawyers need to know about this rule? What do trust lawsuits have to do with attorney-client privilege? What is a waiver of consent? What information can your trust lawyer disclose without your consent? Can you compel a nonparty to disclose privileged information? Disclosure of Trust Documents and Attorney-Client Privilege Rule 4-1.6 is one of the rules regulating the Florida Bar. This particular rule is very important as it is addresses a lawyer’s duty in regards to the confidentiality of his or her client’s information. Specifically, this rule states that ” a lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation, or the disclosure is permitted by Rule 4-1.6(b).” If you are involved in trust, estate, or even business litigation in Florida, you should consider reading this rule in its entirety. That way, you can understand your lawyer’s responsibilities when it comes to attorney-client privilege. Florida Statute 90.502 In addition to becoming familiar with rule 4-1.6, you may want to read  Florida Statute 90.502. This is the Florida statute that attorney-client privilege is governed by. Per the statute, as a client, you have “a privilege to refuse to disclose, and to prevent any other person from disclosing, the contents of confidential communications when such other person learned of the communications because they were made in the rendition of legal services […]

READ MORE

Suing a Trustee: Individually and as Trustee of a Florida Trust

Uncategorized May 9, 2020
post about Suing a Trustee: Individually and as Trustee of a Florida Trust

Are you involved in a lawsuit against a Florida trustee? Do you wish to sue a Florida trustee as trustee of your dad’s trust? When should you sue a Florida trustee individually ? When should you sue a trustee both individually and as trustee of a trust in Florida? Why is it important to acknowledge that suing a person who happens to be serving as a trustee is different than suing that person in his or her capacity as trustee? Florida Trustee Duties Under the Florida Trust Code, a trustee has the following duties: Duty to Administer the Trust in good faith and accordance with its purposes and the Florida trust code. Duty of Loyalty. A trustee cannot engage in self dealing for its own advantage of profit, it must be loyal to the trust and beneficiaries. The trustee violates the duty of loyalty any time a transaction is entered for the trustee’s own advantage or benefit. These are general voidable by the court.  Duty of Prudence. The trustee must administer the trust as a prudent person would after considering the purpose of the trust, its terms, what the circumstances of the trust and market are etc. The trustee also cannot incur unreasonable expenses. Duty of Special Skills means that a trustee with special skills will be held responsible to utilize those skills. For example, if a person serves as a trustee who is a lawyer or accountant, that person will be held to a hire standard. Duty to control, collect and protect the trust property, and assets.  Duty of Impartiality. If a […]

READ MORE

Invoking the Relief of Certiorari in Your Florida Probate Case

Uncategorized May 6, 2020
post about Invoking the Relief of Certiorari in Your Florida Probate Case

What is a petition for certiorari? What should your Palm Beach probate attorney know about petitions for certiorari? When can you file a petition for certiorari in your inheritance lawsuit? What must you demonstrate to invoke the relief of certiorari in a Florida probate lawsuit? Should I file a petition of certiorari or an appeal? Probate Litigation and Petitions for Certiorari If you are in the middle of a heated probate battle in the Florida courts, there may be a time where you strongly disagree with an order from the trial court. What can you do if you believe that the trial court incorrectly entered an order? Do you have to wait to file an appeal? What if the order is non-appealable? Florida appellate lawyers know that, generally, you can only appeal final orders. However, there are exceptions. In limited circumstances, your Florida probate lawyer can seek certiorari review from the appellate court. Certiorari review only becomes an option when, during litigation, the trial court “departs from the essential requirements of law.” There are three requirements that must be demonstrated to invoke the relief of certiorari: 1) you have to establish a departure from the essential requirements of the law 2) resulting in material injury for the remainder of the case 3) the injury can’t be corrected on post-judgment appeal. Hiring a Florida Lawyer to File a Petition for Certiorari Invoking the relief of certiorari is not easy. Therefore, your probate lawyer should be experienced and knowledgeable about the process. […]

READ MORE

Florida Trust Litigation: Compelling the Disclosure of a Florida Trust’s Financial Records

Uncategorized May 4, 2020
post about Florida Trust Litigation: Compelling the Disclosure of a Florida Trust’s Financial Records

Are you the beneficiary of a Florida trust? Has the trustee provided you with an accounting? Do you know how much the Florida trust you inherit from is worth? Do you believe that a trustee has stolen money from the trust? How can you compel the trustee of a Florida trust to disclose the trust’s financial records? When should you hire a West Palm Beach trust attorney? Florida Beneficiary Rights To Relevant Information Beneficiaries of a Palm beach trust have a right, under Florida probate and trust law, to “relevant information.” This includes a right to receive accountings. Therefore, when you are the beneficiary of a West Palm Beach or Miami trust, you have a right to request, from the trustee, an accounting of that trust. In Florida, trustees actually have a duty to provide an annual accounting. Florida Statute 736.0813 (d) says that “a trustee of an irrevocable trust shall provide a trust accounting, as set forth in s. 736.08135, from the date of the last accounting or, if none, from the date on which the trustee became accountable, to each qualified beneficiary at least annually and on termination of the trust or on change of the trustee.” Trust Lawsuits in Florida If you are the beneficiary of a Florida trust, and you believe the trustee is hiding something, or has stolen money, you may decide to sue the trustee. The trustee has a duty to communicate certain information to the trust beneficiaries. If the trustee is ignoring your inquiries, refusing to provide you with […]

READ MORE

Page 1 of 33412345...102030...Last »