1-561-514-0900 FREE CONSULTATION

An Investment Lesson for Trustees: How Investments (Cupcakes) Can Crumble

Uncategorized Jul 9, 2014
post about An Investment Lesson for Trustees: How Investments (Cupcakes) Can Crumble

If you are a trustee, you are charged with investing trust assets.  A recent setback for a well known cupcake company serves as a lesson on investments for trustees.   Florida trustees should learn from this recent business development:  how a business can crumble and –remember– that the trust money which you invest wrongly can end up being not that sweet at all.

READ MORE

July 9, 2014: Learn About Retirement Accounts & Inheritances

Uncategorized Jul 8, 2014
post about July 9, 2014: Learn About Retirement Accounts & Inheritances

Beneficiaries of estates and trusts, and your parents’ wealth (!), may wish to consider attending this American Bar Association Course on retirement accounts and inheritances. There are trillions of inheritance dollars in retirement accounts Learning, and knowing, how you inherit an IRA, 401(k) or other retirement account is important Many times, there is probate litigation in Florida over the beneficiary designation. Consider attending this webinar and learning more about inheritances and retirements The webinar is July 9th.

READ MORE

Florida Guardianship Lawsuit: June 24, 2014 opinion on incapacity proceeding

Uncategorized Jul 8, 2014
post about Florida Guardianship Lawsuit: June 24, 2014 opinion on incapacity proceeding

Florida Guardianship Law is slowly getting bigger, slowly increasing, with new  cases, an evolving line of precedent and statutes which are regularly addressed when the Florida Probate Code may need to be improved or tweaked by legislative committees.   Here is a new, just-published guardianship law opinion from Florida’s 1st District Court of Appeal.  If you are involved in a Florida guardianship or an incapacity hearing, you may want to read it.

READ MORE

Palm Beach Guardian Appeals Trial Ruling

Uncategorized Jul 6, 2014
post about Palm Beach Guardian Appeals Trial Ruling

A limited guardian of the property of one who was involved in an auto accident recently “lost” an appeal at West Palm Beach’s 4th District Court of Appeals.  This is an interesting case on trial strategy and preserving issues for appeal.  Florida Rules of Court are a trial lawyer’s guidepost. This is a good case for court appointed guardians involved in civil lawsuits and going beyond the Florida Probate Rules or the Florida Guardianship Laws of Chapter 744.

READ MORE

July 2, 2014 Palm Beach Attorneys Fee Case on Appeal

Uncategorized Jul 6, 2014
post about July 2, 2014 Palm Beach Attorneys Fee Case on Appeal

A very recent Palm Beach lawsuit involved a Florida attorneys fee ruling from the 4th District Court of Appeals.  Anyone involved with Florida business litigation and Palm Beach probate litigation knows the importance of attorneys fees hearings.  You may want to read this recent Palm Beach attorneys fee case which was an appeal from a trial in the Main Courthouse, West Palm Beach, Florida.

READ MORE