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How is Undue Influence Defined in Florida Probate ?

Uncategorized Jul 23, 2014
post about How is Undue Influence Defined in Florida Probate ?

Thinking about bringing an undue influence lawsuit in Florida about a big gift? Maybe someone gave something away or put someone’s name on a Florida joint bank account?  Or, maybe you just read your mom’s will or your dad’s revocable trust and believe it’s the product of undue influence.  Well, what exactly is undue influence in Florida probate and can it be used to set aside other gifts?

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Investment Lesson for Florida Trustees: index funds and “active passive” ok

Uncategorized Jul 21, 2014
post about Investment Lesson for Florida Trustees: index funds and “active passive” ok

If you are investing money for another in Florida, you are a fiduciary and subject to Florida’s Prudent Investor rule.  If you are a Florida Trustee or a Personal  Representative of a Florida estate: listen up!  You too, have investment obligations which you may not be adhering to.  You can learn a lot about investments from a recent New York Times article, wwww.nytimes.com, which may help your tenure as PR or executor.

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