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Tag: #Floridatrustlaw

Florida Trust Code — what you need to know

FAQs Apr 19, 2021

The Florida Trust Code is a set of statutes. It sets the groundwork for all Florida trust matters. Everything from the trustee-beneficiary relationship. Creating and ending trusts. And, of course, judicial proceedings like lawsuits and removal actions. To get a plain-English background of this body of Florida law, keep reading. We will point you to the most important parts of the trust code. Whether you are a beneficiary, trustee, or adult child of a beneficiary or trust creator. And, yes, if you got cut out of a trust, there’s information for you, as well. If you would like to see a number of focused, informative Florida Trust & Probate Videos for free. Click HERE for an outstanding video library on important Florida estate and trust legal topics. Now, let’s show you what to read in the trust code, and we’ll name specific statutes for your to read. This is “user-friendly”. There is a link to more information on the part we are writing about, so you can read or learn more on a particular topic if you want. The Background First, you should know the background. The Florida Trust Code is a set of statutes. These statutes are found at Florida Statutes Chapter 736. The trust code is similar to the Florida Probate Code and the Florida Guardianship Code. How? They set forth what our legislature wants you to know about those particular topics. Why mention them? Because they can all interconnect. If you have a guardianship of a wealth […]

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Florida Trust Contest

What We Do Mar 28, 2021
post about Florida Trust Contest

Are you involved in a Florida Trust Contest? Do you know how to set aside a Trust Document in Florida? Successor Trustees of a living trust are a “necessary” or “indispensable” party to a Trust Contest. Most family members or beneficiaries who got short-changed want to know what their rights are. If you are a beneficiary who was cut out, here are some things to understand. But first. If you would like to see a FREE TRUST CONTEST VIDEO, then CLICK THIS LINK. Trust Code in Florida Chapter 736 of the Florida Statutes is the Florida Trust Code. There is a specific Florida Trust Law on Trust Contests. You can read Fla. Stat. 736.0207 by CLICKING HERE. If you would like to read the entire Florida Trust Code, Chapter 736, CLICK HERE. We have previously discussed how to “go on the offense” for your Probate Case. While we won’t discuss strategy in this commentary, strategy is important. “But” says John Pankauski, “you first need to know the trust document and trust law cold.” How To Try a Trust Contest Case Remember that a challenge to a Florida trust is begun by filing a lawsuit. Why? Because Florida Trust Law 736.0201 says so. And, “Remember” says Trust Litigation Lawyer John Pankauski “that means you have a trial on your hands.” Pankauski knows a lot about Florida Trust Contests and Trust Trials. Just last November, he and his team of expert trust litigators & trust appeals attorneys had a week long Trust […]

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Defending the Florida Trustee: FREE CLE Zoom Webinar Friday, November 13, 2020 1:00- 1:50 pm

Uncategorized Nov 6, 2020
post about Defending the Florida Trustee: FREE CLE Zoom Webinar Friday, November 13, 2020 1:00- 1:50 pm

Each month, Pankauski Hauser Lazarus offers Continuing Legal Education (CLE) webinars, which are approved by the Florida Bar. All CLE webinars are sponsored by Pankauski Hauser Lazarus and FREE to Florida Bar members. All Florida lawyers are welcome to attend. Pankauski Hauser Lazarus exclusively represents clients in matters involving disputes, trials and appeals surrounding Florida estates, business, wills and probate litigation. Therefore, if you are a Florida probate, guardianship or estate planning lawyer, many of the webinar topics may relate to your Florida practice. SAVE THE DATE: Friday, November 13, 2020, 1:00 p.m.-1:50 p.m. Pankauski Hauser Lazarus PLLC will be offering a FREE, 1 credit hour CLE on Defending the Florida Trustee- how to properly plead affirmative defenses, led by managing partner John Pankauski.  Mr. Pankauski literally wrote the book on trusts. You can purchase his Pankauski’s Trustees’ Guide on Amazon. WHERE: Online via Zoom. REGISTRATION REQUIRED: To register for this CLE webinar, click here. Once registered, you will receive an email with the link to join the webinar.  If you have any questions, or need more information, please email Amanda@phflorida.com.

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