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TRUSTEE SUED OVER TRUST ASSETS TRANSFERED TO LIMITED PARTNERSHIP: a recent Nevada case questions jurisdiction and money judgment over former trustee

Uncategorized Dec 23, 2013

What if a trustee transfers, or sells, or gives away for that matter, trust property to a third party? And then the trustee resigns or no longer serves as trustee….. Can a trust beneficiary “go get” the trust assets which are now in the hands of the third party? Can a trust beneficiary sue the former trustee?

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EXECUTOR SUES JOINT BANK ACCOUNT HOLDER FOR TAKING MONEY: a recent estate litigation case of breach of fiduciary duty

Uncategorized Dec 23, 2013

In a classic case of joint bank account litigation, or what could be called bank account litigation, a joint tenant who withdrew funds after the death of a bank account owner was sued by the personal representative of the account owner’s estate. A very recent case out of Nebraska, decided literally days ago, sheds light on a very common form of estate litigation which goes on in Florida all the time.

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DOMA ON DEATH’S DOOR: Utah’s Ban on Gay Marriage Struck Down. Gay marriage court ruling paves way for Florida law to be struck down.

Uncategorized Dec 21, 2013

The Defense of Marriage Act, struck down by the U.S. Supreme Court in June of 2013, continues to die a slow death. DOMA is dying.  But DOMA is still around, in some form.   Another nail in DOMA’s coffin occured in Utah.  The Wall Street Journal, www.wsj.com, reports that “A federal judge on Friday struck down Utah’s ban on same sex marriage.”

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STEPDAUGHTER VS. STEPMOTHER: changing beneficiary of life insurance undue influence? Who inherits life insurance: daughter or ex spouse?

Uncategorized Dec 20, 2013

In March 1991, the owner of a life insurance policy issued by Met Life changed the beneficiary of the life insurance policy from his daughter to his ex spouse. Was this the product of undue influence? Should the beneficiary designation change be overturned? A recent Missouri federal case dealt with these issues and the issue of undue influence and changing the beneficiary designation of a life insurance policy.

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NEW MEXICO DEFIES DOMA: CREATES INHERITANCE AND ESTATE RIGHTS FOR GAY COUPLES AND SAME SEX MARRIAGES

Uncategorized Dec 20, 2013

The rights of same sex couples increased today, as the state of New Mexico weighed in on the “death” of DOMA.   According to the Santa Fe New Mexican: “the state Supreme Court ruled unanimously Thursday that it’s unconstitutional to deny marriage licenses to same-sex couples in New Mexico………….New Mexico joins 16 other states in allowing gay marriage through legislation, court rules or voter referendums.”

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FLORIDA ESTATE RIGHTS FOR GAY COUPLES IN FLORIDA: what will it take to overturn DOMA in Florida and give same-sex couples inheritance rights?

Uncategorized Dec 19, 2013

The Defense of Marriage Act is history. The Defense of Marriage Act is also known as DOMA.   DOMA is history. But what will it take to overturn DOMA in a state like Florida, which has a constitutional amendment, and other state laws, which restrict the rights Florida citizens who are gay? Even though the United States Supreme Court overturned DOMA in June 2013, same-sex marriages, gay marriages, are presently not permitted in the state of Florida.

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CAN I SUE FOR CIVIL THEFT IN FLORIDA?: a look at a civil remedy in Florida probate & estates

Uncategorized Dec 19, 2013

“Where did my inheritance go?” “Who took my money?” Often, some beneficiaries of Florida estates are disappointed when they don’t receive an inheritance.  Or, sometimes a Florida will or a Florida estate leaves you less of an inheritance than you expected.  “Where did the money go?  I thought mom or dad were worth a lot more than that” you wonder.

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WHO SHUT DOWN THE FLORIDA ESTATE?: can you re-open a Florida probate once it’s been administratively closed?

Uncategorized Dec 18, 2013

Is your Florida probate shutdown? Still waiting for your inheritance? Has a Florida estate, of which you are a beneficiary, been closed and you don’t know why? The Florida probate process, or what may be referred to as the estate administration process, may be “administratively closed” if there is no action estate. What does this all mean?

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