Are you thinking about contesting a Florida will? Whether you can file Florida Will Contests may depend on whether or not you were in a prior will. If you were cut out by a later will, understand how to object to the will. For more on “legal standing” or the ability to object, read on. Need a contingency fee probate litigator? Contesting a Florida Will If you are looking to contest a will in Miami or Fort Lauderdale, you should consider consulting with a Florida probate litigator. Florida probate lawyers, like the lawyers at Pankauski Lazarus, can evaluate your matter to determine whether or not there are facts that may lead to a successful will contest. Both Florida estate planning attorneys and trust litigators know that there are many reasons a will may be contested. One of the main reasons a Florida will could be challenged is if the testator, the person who signed the will, did not have “testamentary capacity” to sign a will in Florida. According to Florida law, what is “testamentary capacity”? Testamentary Capacity, Competency and Florida Will Contests If a will was signed with the signer did not have “capacity”, the will is void. Put another way, if the will-signer was not competent, then the will needs to be objected to, to overturn it. Failure to object timely means an otherwise invalid will may be admitted to probate. There are four main components to show testamentary capacity (sometimes called “sufficient mental capacity”) in Florida: understanding that he or she is creating […]

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 […]

What is rule 4-1.6? What do Miami 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 Miami lawyer disclose without your consent? Can you compel a nonparty to disclose privileged information? Disclosure of Trust Documents in Your Miami Lawsuit Rule 4-1.6 is one of the rules regulating the Florida Bar. This particular rule is very important as it is addresses a Florida 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 MIami, 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. Miami Litigation and 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 of a Miami lawyer, 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 […]

Do court appointed guardians get paid? What criteria does the court consider in determining an award of fees to a guardian? When is a guardian entitled to compensation? What is Florida Statute 744.108? Can a West Palm Beach guardianship lawyer assist me in guardianship litigation regarding fees? Is a Florida guardian entitled to attorneys fees? Who pays for the attorneys fees in a Florida guardianship? Guardian and Attorney Fees and Expenses If you are about to become a court appointed guardian in Florida, or are considering filing for guardianship of a vulnerable adult, you may want to read Florida Statute 744.108 in its entirety. This statute discusses the compensation of a guardian and sets forth the criteria to be considered by the Florida guardianship court in determining an award of fees to a guardian. In Florida, a guardian, or an attorney who has rendered services to the ward or to the guardian on the ward’s behalf, is entitled to a reasonable fee for services rendered and reimbursement for costs incurred on behalf of the ward.   What are the criteria the Florida guardianship court considers when fees for guardian or an attorney are submitted? Florida Statute 744.108 lists the following criteria: The time and labor required The novelty and difficulty of the questions involved and the skill required to perform the services properly The likelihood that the acceptance of the particular employment will preclude other employment of the person The fee customarily charged in the locality for similar services;(e) The nature and […]

What does a power of attorney (POA) document have to do with arbitration? When is arbitration correctly compelled by a trial court? How do you interpret the scope of a POA document? How can a health care surrogate become involved in litigation regarding arbitration? POA and Health Care Documents in Florida Florida Guardianship lawyers know that, even if a person is deemed incapacitated by a probate court judge in Florida, the court may choose not to appoint a guardian if there’s a lesser restrictive alternative that adequately addresses the incapacitated person’s needs. Therefore, POA and health care documents can prove to be very valuable. If you meet with aFlorida estate planning attorney to execute a POA, trust and/or health care documents, you will be able to choose who will take care of you if you are to become unable to care for yourself. If a proper estate plan is in place, and you get Alzheimer’s or dementia, you may not have to worry about strangers, or greedy relatives that you dislike, taking over you and your finances. The Scope of a POA Sometimes, it can become confusing to a trustee or POA as to what the estate documents allow them to do exactly. For example, certain POA documents specify or limit the authority that it delegates. How do courts determine what authority a POA grants? A recent Fourth DCA opinion, Manor Oaks, Inc. v. Campbell discusses whether or not a particular POA document gives a health care surrogate the ability […]

What is an adult guardianship? What are the duties of a guardian in Florida? Does a guardian have to file annual accountings with the Florida guardianship court? What happens if a guardian fails to provide a timely annual report? Florida Adult Guardianships At Pankauski Lazarus, we handle many guardianship cases throughout Florida. When we refer to “guardianships”, we are talking about guardianships over adults, not minors. Commonly, children of the elderly file a guardianship to protect their mom or dad who is suffering from dementia or Alzheimer’s. Furthermore, certain disabled or injured adults may benefit from a guardianship if they are incompetent and unable to take care of themselves. Florida guardianship courts take guardianship proceedings very seriously because these proceedings can result in a ward’s rights being taken away. The “ward” is the person subject to the guardianship who has been determined to be incompetent or incapacitated. It is important to remember that, even if somebody is deemed incapacitated by a probate court judge in Florida, the court may not appoint a guardian if there’s a lesser restrictive alternative that adequately addresses the incapacitated person’s needs. For example, a power of attorney and a revocable trust may prove to be sufficient. West Palm Beach guardianship lawyers know that guardianship law is governed by Chapter 744 of the Florida Statutes. If you are involved in guardianship litigation in Palm Beach or anywhere in Florida, you should refer to this chapter. You should also consider interviewing an experienced guardianship lawyer who can answer your […]

Pankauski Lazarus is offering Continuing Legal Education (CLE) webinars, which are approved by the Florida Bar. Pankauski Lazarus exclusively represents clients in matters involving disputes, trials and appeals surrounding estates, business, wills and probate litigation. All CLE webinars are sponsored by Pankauski Lazarus and FREE to Florida Bar members. Are You a Miami or Palm Beach Lawyer in Need of Technology CLE Credits? On September 11, 2020 at 12:00 p.m., Pankauski Lazarus PLLC will be offering a FREE, 1 credit hour CLE on preserving and collecting client email for litigation, led by attorney Andrew Kwan. This webinar is approved by The Florida Bar for 1 technology credit or 1 general credit.  E-Discovery in the Real World – Preserving and Collecting Client Email for Litigation WHEN: Friday, September 11, 2020, 12:00 p.m.-12:50 p.m. WHERE: Online via Zoom. REGISTRATION REQUIRED: To register for this CLE webinar, click here. Once registered, you will receive an email with the link to join the webinar.  If you have any questions, or need more information, please email Amanda@phflorida.com.

What is a Florida appeal? When do I need to hire a Florida appellate attorney? Can I appeal a circuit court’s order? Can a court orally promise something and then say something different in their written order? Florida Injunctions and Appeals Florida guardianship lawyers are sometimes hired to file a petition for injunction against exploitation of a vulnerable adult per section 825.1035 of the Florida Statutes. In addition, guardianship lawyers may file other petitions for injunction if the situation deems necessary. Guardianship litigation or Florida injunction lawsuits can lead to an appeal. If you disagree with a final judgment or order, you may be able to file an appeal. It’s also important to note that, if you win your case, the other side may appeal. Therefore, it’s smart to anticipate the possibility of having to hire an experienced Florida appellate attorney. Hiring a Florida Injunction Lawyer If you are in the process of hiring a Florida litigation firm to file a petition for injunction on your behalf, you may want to look for a law firm that is experienced in both litigation and appeals. In the early stages of litigation, many people fail to consider the possibility of an appeal being filed. However, as any litigator can tell you, appeals do occur. What if you win your West Palm Beach injunction lawsuit and the other side decides to appeal? You need to make sure you have a powerful appellate attorney, who is knowledgeable about both the Florida Rules of Appellate […]

What is an appeal? When might I need a Florida appellate attorney in my guardianship case? When do you need to hire a Florida appellate attorney? What guardianship orders are appealable? What can I do if I do not agree with a judgment issued in my West Palm Beach guardianship proceeding?How can guardianship litigation lead to a guardianship appeal? Florida Guardianship Litigation and Appeals Florida guardianship lawyers know that some guardianship proceedings can lead to an appeal. For example, if you disagree with a final judgment or order, you may wish to file an appeal. On the other hand, if you win, the other side may appeal. Therefore, it is important to anticipate the possibility of having to hire a West Palm Beach appellate attorney. Hiring Florida Guardianship and Appellate Lawyers If you are in the process of hiring a Florida law firm to assist you with guardianship litigation, you may want to look for a law firm that is experienced in both litigation and appeals. In the early stages of litigation, many people fail to consider the possibility of an appeal being filed. However, in the guardianship world, appeals do occur. What if you win a lawsuit and the other side decides to appeal? You will want to make sure you have an appellate attorney, who is knowledgeable about both the Florida Rules of Appellate Procedure and Florida Guardianships, ready to assist. At Pankauski Lazarus, one of the law partners, Robert Hauser, has been named a Board Certified Specialist by […]

What is an appeal? When might I need a Florida appellate attorney in my trust lawsuit? What does an evidentiary hearing have to do with an appeal? When is an evidentiary hearing required in a trust lawsuit in Florida? How should I choose a Florida appellate attorney to assist me with an appeal? Palm Beach Trust Litigation and Appeals Trust lawsuits are common in Florida. Frequently, beneficiaries sue trustees . For example, a beneficiary may sue a trustee after the trustee fails to provide an accounting or if they believe the trustee has stolen money from the trust. Beneficiaries in Florida have many rights. If the trustee is not properly upholding his or her duty as trustee, a lawsuit may be necessary. Florida probate lawyers know that some trust and estates proceedings can lead to an appeal. For example, if you disagree with a final judgment or order, you may wish to file an appeal. On the other hand, if you win, the other side may appeal. Therefore, it is important to anticipate the possibility of having to hire a West Palm Beach appellate attorney. Hiring Florida Trust and Estate Litigators and Appellate Lawyers If you are the beneficiary of a Florida trust, and you are in the process of hiring a Florida law firm to assist you with trust litigation, you may want to look for a law firm that is experienced in both trust litigation and appeals. In the early stages of litigation, many people fail to consider […]