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Estate & Trust Case Focusses on Accountant’s Estate Planning Documents: who gets to see them ?

Uncategorized Mar 30, 2014

This is an Illinois trust and estate case of a probate litigation attorney being held in contempt by the court over estate planning documents.  Why?:  the lawyer refused to produce estate planning documents held by his client, an accounting firm. Before you think this is really bad, consider that Florida’s Evidence Code, which Palm Beach estate litigators use every day, has exclusionary rules of Florida evidence. 

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Who Took My Inheritance ?: parents spend with reverse mortgages

Uncategorized Mar 28, 2014

Are reverse mortgages a good part of Florida estate plans or merely a credit card disguised  as a valuable asset ?  As reverse mortgages increase in popularity, heirs and adult children are finding less of an inheritance and less value in their parent’s Florida real estate.  Are parents spending your inheritance ?  How dare they.

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Charity Wants to Challenge a Will : Probate Court Says No

Uncategorized Mar 24, 2014

If you are involved in a will contest in Palm Beach or Ft. Lauderdale, you may want to read this very recent probate case from Kansas.  It involves some of the issues which Palm Beach probate litigators face here when there is a challenge to the Florida will.  If you are defending a will contest, or are suing for tortuous interference with your inheritance or undue influence, this recent case will give you an idea of what the court was considering.

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Personal Property, Palm Beach Estates and Millions in Art

Uncategorized Mar 23, 2014
post about Personal Property, Palm Beach Estates and Millions in Art

This weekend’s Wall Street Journal, www.wsj.com reported that a Norwegian foundation was returning a $40 Million Matisse to the heirs of a French art dealer.  Talk about probate & personal property ! The link to this article is here: http://online.wsj.com/news/articles/SB10001424052702304256404579453873287554570?KEYWORDS=matisse&mg=reno64-wsj

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Huge Win for Families & Florida Estates in Wrongful Death Suits

Uncategorized Mar 21, 2014

If you have been involved in the unexpected loss of a loved one, a family member, through medical malpractice, you know that it’s a trying time for family members and the Florida estate.  You are stuck dealing –struggling–with loss as well as Florida estate matters involving money, death benefits, Florida probate and potentially a Florida wrongful death lawsuit.  Challenging to say the least for next of kin and Palm Beach heirs at law. After all, who wants to deal with lawyers and issues of money and property after you just lossed someone very dear to you ?

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New Palm Beach Probate Code Ready for 2014

Uncategorized Mar 19, 2014

Is your Palm Beach probate knowledge up to date? With the start of each new year, Palm Beach probate beneficiaries, heirs, and their Palm Beach probate lawyers need to stay up to date with the latest changes to Florida Probate Law from the prior Florida legislative session.   Need to know what changes occured to the Florida Trust Code, Florida Guardianship law, the Florida Probate Rules or even the Florida Rules of Evidence or Civil Procedure (for those that are involved in Palm Beach probate litigation)? Although you can view the Florida Probate Rules and the Florida Trust Code as well as the Florida Probate Code online for FREE, consider buying a softbound book.  It runs about $150.

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GAY MARRIAGE GETS TEXAS INHERITANCE RIGHTS – anti DOMA ruling gives same sex marriage & gay couples inheritance & estate rights worth billion$

Uncategorized Mar 13, 2014

Same sex marriage ban in Texas keeps $$$ and rights away from same sex couples validly married in other states.    Everyone knows that inheritance rights are worth billions and billions of dollars. The Boston College Center on Wealth & Philanthropy has estimated that $41 Trillion will pass from the WWWII generation.   So what do probate, trusts, valuable homes and bank accounts have to do with same sex marriage and a recent Texas federal case?  

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DEMENTIA DISCOVERY IN PROBATE LITGATION & WILL CONTESTS — challenging the will, and contesting the probate : 13 “must do’s” if you want to know …… Q: was mom or dad competent when they signed the will ?

Uncategorized Mar 13, 2014

Are you in the middle of a probate litigation case in Palm Beach, Boca Raton or Delray Beach ? Are you in the middle of a will contest ? Is dementia an issue? Did mom or dad have the right  mental capacity when they signed the deed or Florida will or Palm Beach trust ?   Maybe you are objecting to the Palm Beach will or have started a will contest.  Or, you are the Palm Beach executor of the estate — the personal representative of the Palm Beach Estate — who is charged with defending the last will against a will challenge. 

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TRUST LAWSUIT, UNDUE INFLUENCE & LACK OF CAPACITY: TRUST REVOCATION INVALID 3 WEEKS AFTER SIGNING VALID WILL — Minnesota cases holds trust creator lacked capacity to sign trust amendment & was unduly influenced

Uncategorized Feb 28, 2014

Here’s a very recent    probate litigation case,  which is also a trust litigation case,   which can show you how fast one’s health can deteriorate — and the     effect it can have on your estate plan,   your last will, and your revocable trust.  It also shows you how, after you die, your family members, heirs at law, next of kin, your beneficiaries, and even your ex-wife, can be involved in an inheritance lawsuit and lots of trust litigation.  

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