The Pankauski Law Firm PLLC, a Palm Beach estate & trust litigation boutique in West Palm Beach, Florida successfully represented the owner of a high six figure investment joint account in Palm Beach probate court and at mediation.
- The dispute involved a high $ Palm Beach joint account with rights of survivorship.
- The West Palm Beach estate firm successfully defended the attack on the Boca Raton joint account owner’s money and resolved the Palm Beach probate dispute at a private confidential mediation.
- While the terms of the settlement are of public record, the Palm Beach court ordered mediation is confidential.
- This matter involved extensive guardianship litigation in the Delray Beach, Florida courthouse, which is the location of the probate division for the south county courthouse of Palm Beach.
- The ward, who was the subject of the Delray Guardianship, passed away, meaning that the Boca Raton estate became involved.
- The personal representative of the Palm Beach estate made certain claims to the joint bank account.
- A trial was set on the Florida guardian’s accounting for later this month, but will be cancelled assuming the Probate Judge in the Delray courthouse approves the mediated settlment agreement.
- An inheritance trial in a related civil action was also expected to be ready for trial in the Delray Probate Court this summer and this , too, should be cancelled, pending approval by the Delray Beach probate judge.
- Mediation in Palm Beach may be an option for Florida estate & trust beneficiaries who are involved in a Palm Beach probate dispute.