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Category: Uncategorized

Personal Property, Palm Beach Estates and Millions in Art

Uncategorized • Mar 23, 2014
post about Personal Property, Palm Beach Estates and Millions in Art

This weekend’s Wall Street Journal, www.wsj.com reported that a Norwegian foundation was returning a $40 Million Matisse to the heirs of a French art dealer.  Talk about probate & personal property ! The link to this article is here: http://online.wsj.com/news/articles/SB10001424052702304256404579453873287554570?KEYWORDS=matisse&mg=reno64-wsj

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Palm Beach Guardianship: Getting Hearing Time

Uncategorized • Mar 23, 2014
post about Palm Beach Guardianship: Getting Hearing Time

Involved in a Palm Beach guardianship matter?   Maybe mom or dad requires some assistance and there is a Palm Beach guardian.  If you want to take a stand or be heard, you may want to read a January 15, 2014 opinion from West Palm Beach’s 4th District Court of Appeal.  That’s the Palm Beach appeals court in Florida which hears guardianship & probate appeals for Palm Beach, Ft. Lauderdale and Stuart, Florida.

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Jury Trial in Estate Lawsuit ? Have You Read this Case ?

Uncategorized • Mar 22, 2014

Are you involved in a Palm Beach County inheritance lawsuit?  You family members, next of kin and Palm Beach estate beneficiaries who had your inheritance interfered with may want to read this case.  Why ? It shows you what can happen in your Palm Beach probate lawsuit even if the jury finds in your favor:  a Palm Beach court can reduce your jury award & damages.

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What Florida Trustees Need to Know About Interest Rates & Janet Yellen

Uncategorized • Mar 21, 2014
post about What Florida Trustees Need to Know About Interest Rates & Janet Yellen

If you are a Florida trustee of a Palm Beach trust, how are you investing your Trust Money or protecting your trust portfolio in light of Wednesday’s Federal Reserve meeting and Fed Chairman Janet Yellen’s first news conference?  If you think that a Palm Beach trustee does not need to know about interest rates & Fed policy, think again.  Here are some things you want to consider RIGHT NOW for your Palm Beach trusts.

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Huge Win for Families & Florida Estates in Wrongful Death Suits

Uncategorized • Mar 21, 2014

If you have been involved in the unexpected loss of a loved one, a family member, through medical malpractice, you know that it’s a trying time for family members and the Florida estate.  You are stuck dealing –struggling–with loss as well as Florida estate matters involving money, death benefits, Florida probate and potentially a Florida wrongful death lawsuit.  Challenging to say the least for next of kin and Palm Beach heirs at law. After all, who wants to deal with lawyers and issues of money and property after you just lossed someone very dear to you ?

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Revocable Trust Wins at US Supreme Court !

Uncategorized • Mar 20, 2014

It’s not everyday that a revocable trust defeats the US in a trust lawsuit which makes its way to the US Supreme Court. Palm Beach Trust litigators take note. This one did. (For that matter, Palm Beach trust beneficiaries: take note, too. ) After years of trust litigation and multiple appeals, this Revocable Trust prevailed in a trust lawsuit over property rights. Trust beneficiaries involved in land disputes or Florida real estate litigation may find this case interesting: Marvin M. Brandt Revocable Trust v. US, decided March 10, 2014.  In Palm Beach and Stuart, Florida a lot of Florida real estate is transferred to a Florida Revocable Trust.

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Florida Trustee’s Investment Agent Sued For Fraud Over Dad’s Living Trust in Mom’s Miami Guardianship

Uncategorized • Mar 20, 2014
post about Florida Trustee’s Investment Agent Sued For Fraud Over Dad’s Living Trust in Mom’s Miami Guardianship

Remainder trust beneficiary of dad’s Florida revocable trust? Involved in mom’s Florida Guardianship which also involves dad’s Florida revocable trust? Listen up. You may want to read this Miami case whose opinion was handed down yesterday. You should also read this Florida appeals court opinion if there is a trust lawsuit with a Florida “investment agent“.

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Using Joint Accounts to Pay Palm Beach Guardian

Uncategorized • Mar 19, 2014

Can you use a Palm Beach joint account with a right of survivorship  to pay Palm Beach guardianship expenses ?  Or…… does the Palm Beach joint account “go” automatically to the named joint account holder?  Who wins ?   If you are a family member, heir at law or your name is on a Palm Beach joint account, you may want to read this Delray Beach Guardianship Case.

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New Palm Beach Probate Code Ready for 2014

Uncategorized • Mar 19, 2014

Is your Palm Beach probate knowledge up to date? With the start of each new year, Palm Beach probate beneficiaries, heirs, and their Palm Beach probate lawyers need to stay up to date with the latest changes to Florida Probate Law from the prior Florida legislative session.   Need to know what changes occured to the Florida Trust Code, Florida Guardianship law, the Florida Probate Rules or even the Florida Rules of Evidence or Civil Procedure (for those that are involved in Palm Beach probate litigation)? Although you can view the Florida Probate Rules and the Florida Trust Code as well as the Florida Probate Code online for FREE, consider buying a softbound book.  It runs about $150.

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