Are you a Palm Beach trustee who is in the middle of a Florida trust lawsuit ? Have, you, a Palm Beach Trustee, been sued by a trust beneficiary ? If so, here are 7 Things a Florida Trustee Needs to Know When You’ve Been Sued.
If you are a Florida trustee of a Palm Beach trust, how are you investing your Trust Money or protecting your trust portfolio in light of Wednesday’s Federal Reserve meeting and Fed Chairman Janet Yellen’s first news conference? If you think that a Palm Beach trustee does not need to know about interest rates & Fed policy, think again. Here are some things you want to consider RIGHT NOW for your Palm Beach trusts.
If you have been involved in the unexpected loss of a loved one, a family member, through medical malpractice, you know that it’s a trying time for family members and the Florida estate. You are stuck dealing –struggling–with loss as well as Florida estate matters involving money, death benefits, Florida probate and potentially a Florida wrongful death lawsuit. Challenging to say the least for next of kin and Palm Beach heirs at law. After all, who wants to deal with lawyers and issues of money and property after you just lossed someone very dear to you ?
It’s not everyday that a revocable trust defeats the US in a trust lawsuit which makes its way to the US Supreme Court. Palm Beach Trust litigators take note. This one did. (For that matter, Palm Beach trust beneficiaries: take note, too. ) After years of trust litigation and multiple appeals, this Revocable Trust prevailed in a trust lawsuit over property rights. Trust beneficiaries involved in land disputes or Florida real estate litigation may find this case interesting: Marvin M. Brandt Revocable Trust v. US, decided March 10, 2014. In Palm Beach and Stuart, Florida a lot of Florida real estate is transferred to a Florida Revocable Trust.
Remainder trust beneficiary of dad’s Florida revocable trust? Involved in mom’s Florida Guardianship which also involves dad’s Florida revocable trust? Listen up. You may want to read this Miami case whose opinion was handed down yesterday. You should also read this Florida appeals court opinion if there is a trust lawsuit with a Florida “investment agent“.
Can you use a Palm Beach joint account with a right of survivorship to pay Palm Beach guardianship expenses ? Or…… does the Palm Beach joint account “go” automatically to the named joint account holder? Who wins ? If you are a family member, heir at law or your name is on a Palm Beach joint account, you may want to read this Delray Beach Guardianship Case.
Is your Palm Beach probate knowledge up to date? With the start of each new year, Palm Beach probate beneficiaries, heirs, and their Palm Beach probate lawyers need to stay up to date with the latest changes to Florida Probate Law from the prior Florida legislative session. Need to know what changes occured to the Florida Trust Code, Florida Guardianship law, the Florida Probate Rules or even the Florida Rules of Evidence or Civil Procedure (for those that are involved in Palm Beach probate litigation)? Although you can view the Florida Probate Rules and the Florida Trust Code as well as the Florida Probate Code online for FREE, consider buying a softbound book. It runs about $150.
What would you do if your dad had a few bucks and you learned that when he died, he left all of his estate to one charity? (Or, more precisely, he left most of his wealth in the form of annuities, and left all of his annuities outside the family – to a single charity.) Most beneficiaries of Palm Beach estates would cry foul and begin a Palm Beach inheritance lawsuit. Palm Beach probate lawsuit.
Florida trust beneficiaries may want to consider a somewhat novel Palm Beach trust litigation strategy: filing your Florida trust lawsuit in Federal Court. Likewise, Florida trustees or those that provide services to a Florida trust who are sued, may want to consider trying to remove a Florida trust lawsuit to Federal Court if you live out of state. Why? Many service providers and other “interested” persons to Florida trusts are subject to the jurisdiction of Florida Probate Courts. That means you may be sued here in Florida over a Florida trust matter even if you don’t live here.
Involved in estate litigation in Palm Beach or Ft. Lauderdale? If you are preparing for a Palm Beach probate trial, your Palm Beach estate litigator will be getting his or her ducks in a row and planning on how to get documents into evidence. If your Palm Beach probate litigator has any computer-generated documents which he or she wants admitted into evidence at your Palm Beach inheritance trial, you need to read this March 4, 2014 1st District Court of Appeal opinion.