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Category: Uncategorized

ATTORNEY CLIENT PRIVILEGE FOR FLORIDA TRUSTEES AND FIDUCIARIES

Uncategorized Dec 31, 2013

Here is a recent development regarding Florida trust law and Florida probate law which addressed a Florida evidence issue which litigation lawyers may wish to read. It deals with an evidence issue which is of concern to Florida trust litigators and Florida probate litigators , as well as those Florida lawyers handling trials in the defense of an attorney in fact created under a Florida durable power of attorney.

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FLORIDA ESTATE LITIGATION AND NOT ENOUGH MONEY? Whose inheritance gets cut? Florida appeals court considers abatement

Uncategorized Dec 30, 2013

A Florida estate case was decide literally days ago by a Florida appeals court. The Florida estate case dealt with probate litigation and the payment of estate administration expenses in Florida. If you are involved in a Florida estate dispute over the payment of funeral expenses, expenses of probate administration, or the payment of debts of the deceased Florida citizen, you may want to read this very recent case. For a complete copy of the recent Florida appeals court opinion, which dealt with the Florida probate, email Michelle@pankauskilawfirm.com.

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FLORIDA ESTATE LAWSUIT PITS STEPSON VS. STEPFATHER: very recent Florida case involving a revocable trust, Florida Homestead and tortuous interference with an inheritance

Uncategorized Dec 27, 2013

Just in time for Christmas, a very recent opinion from a Florida appellate court which heard a probate litigation case. The Florida appellate court published its opinion, literally days ago this month, about an inheritance lawsuit which involved a mother’s Florida revocable trust, a deed of Florida real estate, reforming the deed, and an inheritance lawsuit by a stepson against a stepfather for tortious interference with an inheritance.

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ESTATE PLANNING LAWYER’S WIFE INHERITS THE WHOLE ESTATE ! very recent estate lawsuit with allegations of malpractice and undue influence

Uncategorized Dec 27, 2013

Do you think your attorney’s wife should inherit your whole estate? What if you are a family member or an heir?   What if you learned that your aunt left all her money, her CDs, her checking account, her mutual funds, and her IRAs, to ………… the wife of her estate planning attorney?   Here is a very recent case out of the Midwest, just decided within the last few weeks.

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FLORIDA REVOCABLE TRUST: an overview

Uncategorized Dec 26, 2013

Many Florida residents, or Florida citizens, create a revocable trust, also called a Florida living trust as a part of their estate plan. This is a trust which you create and control, which will manage the assets which you place in the trust during your lifetime and which will also dispose of your wealth upon your death. Typically, a person who creates a revocable trust will also serve as the trust’s sole trustee during life and as long as you are still able to serve in that role. You may or may not have co-trustees who serve along with you as trustee. When you no longer are able or willing to serve as trustee of your Florida revocable trust, successor trustees will take over for you.

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