Palm Beach County, Florida & California have more in common than just great sunsets: each state has lots of probate litigation. Family suing family when a mother or father die. This recent October 9, 2014 California probate lawsuit was just affirmed on appeal. If you are involved in suing a brother or brother in law over mom’s estate, and think there are issues of undue influence or breach of fiduciary duty for the way the estate was handled, you may want to read this case.
What are my rights to a Florida estate? This question may linger if you just lost a loved one such as a father or mother who lived in Boca Raton, Florida. Or, perhaps you had a rich aunt from Delray Beach or an uncle who retired to Jupiter, Florida. They mentioned to you that you receive an inheritancebut you are not sure if you really inherit, or understand the difference between the probate estate and this so called revocable trust. A lot of court filed documents start showing up in the mail and you wonder:
Involved in a probate or estate administration? Need commentary on basic estate matters ? There is a new online probate or estate administrations basics video, free of charge.
A federal court opinion on a trust lawsuit was just handed down by Judge Kimba Wood in the US District Court, Southern District of New York. Any trustee, trust lawyer or beneficiary of a family trust or investment trust may want to read this opinion and the acts of self dealing by the trustee.
Can a caregiver receive a gift from a client? SHOULD a caregiver write a deed that gives her the house and have her client sign it? If you are interested in Probate Litigation issues involving financial exploitation, financial abuse and elder abuse, you may want to read this California opinion issued October 23, 2014 by Judge Richli of the 4th District Court, Division 2, Court of Appeal in California. I’m sure that many elder law litigators Palm Beach would suggest that you read this if you mom or dad lives in Boca Raton and is aging, and may need a caregiver.
Everyone knows that you need at least a basic estate plan, right? But other than taxes, what should someone really be concerned about.
Can you break up a trust earlier than expected? Can you receive your inheritance earlier than called for by the family trust? If you are interested in seeing if there is some way to break up a trust, whether you are a trustee or a trust beneficiary, consider this new, free, online trust video on breaking up trusts early.
How in the world can you get more money from the trustee of your trust? If you are a trust beneficiary and are wondering how to get more money from your trustee, consider this free, online video about getting more money from a trust.
Perhaps you are a beneficiary of a family trust or perhaps multiple trusts. You get a phone call from the Palm Beach Trusteewho says that your recently deceased uncle has exercised a power of appointment over yourgrandmother’s trust. You know nothing about this, but the trustee gets your attention when she tells you there is $20 Million in the trust. She also talks to you about decanting family trusts. You don’t know what the heck that means.
Let me guess: you are a trust beneficiary and you don’t like the terms of the trust or perhaps the Boca Raton trustee. So…..can you break up the trust early? Distribute your share of the trust to you now? Bust up the trust? You may wish to view a free online video on breaking up a Florida trust.