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.

Did you inherit some Palm Beach real estate with another from a Palm Beach estate or a Palm Beach trust?  Do you want to get out of owning the Palm Beach real estate with another?  Listen up.  A recent case could get you thousands.  Want your attorneys fees paid for by someone who is a co owner of Florida real estate with you? Well, in Florida, you can file a partition lawsuit. Maybe you got a big piece of land in western Palm Beach County, or a commercial property in Ft. Lauderdale from your late aunt’s Broward County probate.  

Are you in the middle of settling a Palm Beach estate case?  If you are going to a Palm Beach probate mediation or may sign a probate settlement agreement, you need to read this commentary and this recent case on Florida settlement agreements and Facebook.  Florida settlement agreements are contracts, requiring each party to actually adhere to the terms which they agreed to, in writing.  You can’t sign a settlement agreement on a Monday and then violate its terms on a Tuesday.  That’s called a “breach” under Florida law.  

Litigants to Palm Beach probate disputes know that the rules for appeals in Florida changed over a year ago.  Some Florida legal issues are not appealable until the end of the trial. Some legal issues may be appealed pre trial.  A February 26, 2014 Florida appeals case from the 2nd District Court of Appeal dealt with boundary disputes between Florida landowners, and a summary judgment order on a request for a permanent injunction. 

Lots of Palm Beachers have life insurance as part of their Florida estate plan.  Life insurance can be a GREAT asset or investment for you, your family and for many reasons.  The San Jose Mercury News, www.mercurynews.com, has reported that the largest life insurance policy  (ever) was purchased by a Silicon Valley tech exec.  Here’s the link to the San Jose Mercury News story about this $201 Million Life Insurance Policy: http://www.mercurynews.com/business/ci_25347898/silicon-valley-billionaire-sets-record-201-million-life.

Did you lose out on an inheritance due to a Palm Beach probate lawyer? Are you a beneficiary of someone’s Florida estate or last will?  Maybe a Florida revocable trust or an intended beneficiary of a gift?  If that will or gift failed, you need to read this case:  a corrected opinion was issued by Florida’s 5th District Court of Appeal in a legal malpractice case involving, allegedly, the failure of a Florida attorney to properly prepare or write Florida legal documents gifting property.