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Tag: #trustlawsuit

Trust Lawsuit — the basics

What We Do Aug 26, 2022
post about Trust Lawsuit — the basics

Do you know what you are doing? If you are a trustee of a Florida trust, or a beneficiary, do you know how to handle a trust lawsuit? Let’s explain the three “major,” or basic, types. Want to learn the background first? Want to learn the “backbone” of a Florida trust lawsuit? (If not, that’s OK!….go to the last section of this Florida Trust Legal Commentary). If you want to better understand your trust lawsuit, consider reviewing these resources: Florida Trust Code — a list of Florida statutes dealing with trusts, trustees and beneficiaries. Trust Beneficiary Rights — bene’s have a lot more rights than they may realize, including a right to know what the trustee is doing with every dime ! Do you know how to ask for accountings and relevant information? Trustee’s Duties— a trustee is a fiduciary who has a big job. She can’t self-deal, hide the ball, refuse to disclose, or operate the trust in secret. But, trustees are entitled to a great defense if a trust bene sues them with a baseless lawsuit. Defending a trustee will eat up trust money, so everyone needs to be careful and cautious. 10 Steps to Family Trustee Excellence — this is an easy-2-read, plain English book that you can read in one sitting. It is great for both beneficiaries and trustees. 3 Types of a Trust Lawsuit Now, some trust litigators may disagree that trust lawsuits can be broken down into only 3 categories. No argument here. You […]


5 Things You Need to Know About Removing a Trustee

Uncategorized Dec 12, 2014
post about 5 Things You Need to Know About Removing a Trustee

Are you the beneficiary of a Palm Beach trust? I can’t tell you how many calls I get at our West Palm Beach probate litigation law firm.  (We have added new and updated material on removing a Florida trustee.)  Trust beneficiaries are upset with their trustee. “I want to remove my trustee!” they complain. Here are five things a trust beneficiary needs to know now about trying to remove a trustee of a Palm Beach trust.