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Financial Exploitation of the Elderly in Florida: Financial Adviser Steals Nearly $1 Million from Elderly Man With Alzheimer’s

Uncategorized Sep 21, 2018
post about Financial Exploitation of the Elderly in Florida: Financial Adviser Steals Nearly $1 Million from Elderly Man With Alzheimer’s

On September 17, 2018 , the SunSentinel reported about an elderly man who was taken advantage of by a financial adviser at a local bank.  Unfortunately, financial exploitation of the elderly has become a big issue throughout Florida. West Palm Beach guardianship lawyers frequently receive calls from concerned family members regarding their elderly relative being financially abused. Do you know what financial exploitation is? How can you protect your beloved mom or dad from being financially exploited? What should you do if you believe your elderly relative is being financially exploited? How can an experienced Florida guardianship lawyer assist you? 

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Does Florida Have an Independent Estate or Inheritance Tax?

Uncategorized Sep 20, 2018
post about Does Florida Have an Independent Estate or Inheritance Tax?

When do I have to pay federal estate taxes? What are inheritance taxes? What is the federal exempt amount? If I inherit a million dollars from my grandmother, will I have to pay estate tax? Does Florida have an estate tax? West Palm Beach probate lawyers know that Florida does not have independent estate or inheritance taxes. However, you should ask your estate planning attorney whether you will still have to pay federal taxes.

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Video Evidence in Florida Probate Litigation

Uncategorized Sep 20, 2018
post about Video Evidence in Florida Probate Litigation

West Palm Beach trust lawyers know that, in probate trials, witness testimony and video evidence can be very important. But what happens if the witness testimony contradicts what a video shows? Can a Florida probate judge choose to believe the witness over a video that literally shows opposite facts? What if a witness testifies that a decedent did not sign her own will, while a video shows that the decedent, in fact, DID sign her will? What if a Florida notary states that she witnessed the decedent signing a deed, when a video shows that the decedent’s sister forged the decedent’s signature on the deed? You may want to read a January 31, 2017 opinion from The Supreme Court of Florida, Wiggins v. Florida Department of Highway Safety and Motor Vehicles. Although this is not a Palm Beach probate or Florida trust case, it is a very important opinion, as probate litigators frequently rely on both witness testimony and video evidence.

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What Does my Probate Litigator Look For When Considering Whether a Florida Will is Valid or Not?

Uncategorized Sep 20, 2018
post about What Does my Probate Litigator Look For When Considering Whether a Florida Will is Valid or Not?

Do you think that your mom’s will may be invalid? Was your dad’s will executed properly? What should my Palm Beach probate lawyer know about executing Florida wills and trusts? How many signatures are required? How many witnesses?  Florida Statute 732.502 lists the requirements that must be followed in order to properly execute a will in Florida. If a will is not executed properly, you should speak to a trust and estates attorney about contesting the will. For a FREE consultation with Pankauski Hauser’s managing partner, John Pankauski, call (561) 514-0900 Ext.101.

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Undue Influence and Florida Will Contests

Uncategorized Sep 17, 2018
post about Undue Influence and Florida Will Contests

What is undue influence in Florida trust and estates litigation? What factors need to be considered in regards to undue influence in an inheritance dispute? When do undue influence claims arise in Palm Beach or Delray Beach probate courts?

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