Many Florida probate lawyers recommend the use of family limited partnerships to hold family money and pass it along to heirs & beneficiaries.  Family limited partnerships can take advantage of “discounts” for estate tax and gift tax purposes.  Additionally, some people invest in private investments which use the limited partnership structure to manage the investment. Many times Estate Lawyers Palm Beach suggest that one’s living trust, also called a revocable trust, be the limited partner. If you are involved in a limited partnership with a senior citizen, you may want to read this October 16, 2014 legal opinion from the Court of Appeal, 2nd District, Division 2 in California, which deals with the issue of elder abuse, living trusts and partnerships.  This trustee lawsuit or partnership lawsuit dealt with a $50 Million partnership.

It’s National Estate Planning Awareness Week.   Autumn is a great time of year to plan your estate.  Here’s 5 reasons why you should not let time slip away.  Review your existing estate plan for your family and chosen beneficiaries NOW! Time is ticking away to provide certainty and security to those that mean the most to you.

In a probate case with millions and millions of $$ on the line that went before the Alabama Supreme Court, the adult children won their father’s coffee empire.  The adult children of coffee baron Leroy Hill sued their dad’s former girlfriend, who later became his 2nd wife, over the estate and family business he created.  Anyone involved in probate litigation or family disputes, or will contests with family businesses may wish to look for the published opinion from the Alabama Supreme Court on the Leroy Hill estate.

If you are involved in a Palm Beach guardianship, you may have questions. After all, when most people think of a guardianship, they may think of minor children.  Not so, as most guardianship lawyers Palm Beach will tell you.  Florida Guardianship Law, or what some estate lawyers refer to as “elder law” is a robust, almost sub-speciality in Palm Beach probate circles.

Many beneficiaries of Florida trusts from Boca Raton to Brazil may wonder trust documents which the beneficiary signed at the request of the Florida trustee.  What if the beneficiary later discovers something bad that the trustee did?

If you are a trust beneficiary of a Florida Trust & believe that your co-trustees have done something wrong, you will want to read this July 23, 2014 Florida trust opinion about a Florida revocable trust.  Trustees of Florida trusts: your Palm Beach trust lawyer will also want to read this opinion from this Florida appeals court.

Two sisters were involved in probate litigation over their mom’s estate & living trust. Two sisters are involved in an estate lawsuit with their other sister over real property.  Anyone interested in probate litigation may want to read this opinion, which is literally a few days old.

Beat the Xmas rush, forget about Black Friday and avoid the New Year’s hangover when it comes to planning your estate !  For those that have been meaning to get your estate plan in place, but have been putting it off, here’s why the next 45 days are crucial to your family and your money.  So, as we get ready to set the clocks back and as the sunsets arrive earlier than expected, here’s some insight and motivation to get your estate plan in place.

If you don’t trust probate lawyers or guardians appointed by the Probate Court, a  recent article supports your suspicions. The Van Wert Independent is reporting that a probate lawyer faces discipline and a federal lawsuit over misappropriating $500,000 of clients’ accounts.

I was in Lincoln, Nebraska the other week to watch Nebraska play the Miami Hurricanes Football team. I can honestly say that the people from Nebraska were polite, inviting, and very friendly.  But as this recent,September, 2014 probate litigation case reveals, they also sue people for undue influence.  This recent case may be of interest to anyone who is involved in a probate or a will contest or will challenge.  This case has nothing to do with the University of Miami.