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Guardianship Administration in Florida

• Apr 28, 2016

In Florida, once a Guardian is appointed, they have a duty to administer the guardianship. A Guardian may be appointed for a ward’s person, property, or plenary (both). The guardian is a fiduciary and may exercise only those rights that have been removed from the ward and delegated to the guardian. While not meant to be exhaustive, below is a summary the responsibilities to the court that a guardian must undertake in that role. Once letters of guardianship are entered, an initial report of the guardian is required to be filed pursuant to F.S. 744.362. This plan shall include the following: The provision of medical, mental, or personal care services for the welfare of the ward; The provision of social and personal services for the welfare of the ward; The place and kind of residential setting best suited for the needs of the ward; The application of health and accident insurance and any other private or governmental benefits to which the ward may be entitled to meet any part of the costs of medical, mental health, or related services provided to the ward; and any physical and mental examinations necessary to determine the ward’s medical and mental health treatment needs. F.S. 744.363(1)(a)-(e). The guardian of a person must file an annual plan within ninety (90) days after the last day of the anniversary month the letters of guardianship were signed under F.S. § 744.367(1). The guardian of the property must include an annual accounting. F.S. § 744.367(3). Failure to timely […]

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Recent Cases

• Apr 18, 2016

Trust Litigation: Victorious Removal of Trustee Trial — our firm successfully had a sitting trustee removed from further administration of a seven figure trust. Our probate litigation lawyers represented two trustees at trial, seeking, and obtaining, the removal of the third trustee from continuing to serve. The law firm successfully filed a trustee removal action under Florida Trust Code Section 736.0706 on behalf of two trustees whose work was frustrated by the actions of the third trustee. The Probate Court in West Palm Beach agreed, and removed the trustee who we sued. The law firm’s trustee clients also received attorneys fees and trustee compensation at and after trial. The trustee who was removed chose not to appeal. Guardianship Litigation: Successful Guardianship Appeal at 4th DCA — Florida Bar Appellate Law Specialist Robert Hauser successfully handled a guardianship appeal at the Palm Beach appeals court, Florida’s 4th District Court of Appeal, causing the probate court judge to be reversed. Legal Aid Society of Palm Beach County, Inc. v. Guardianship of Jennifer Jaffee, 178 So.3d 527 (Fla., 4th DCA, 2015). Robert Hauser is Florida Bar Board Certified in Appellate Law and handles a number of appeals in addition to business litigation, and probate & guardianship disputes. Understanding possible appellate issues, before trial, during trial, and certainly after someone files an appeal, is an important litigation strategy. Probate Litigation: Life Insurance Lawsuit Leads to Settlement for Widow — our firm was retained by the personal representative of an estate to sue over disputed […]

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Florida Probate Lawyers Who Flake on Appeal Could be Sanctioned by The Court

Uncategorized • Jan 27, 2016
post about Florida Probate Lawyers Who Flake on Appeal Could be Sanctioned by The Court

Estate litigation in Florida can get heated but make your moves carefully. Are you and your Florida probate lawyer considering filing a notice of appeal after a bad call from the probate judge? Make sure to think it out before you do because failure to follow through could result in sanctions for wasting the Court’s time. Don’t believe it? Just check out this recent decision released today from the Third District Court of Appeal.

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Probate Judge Orders Attorney to Pay Personal Representative / Estate Back for Bad Faith Litigation Aimed at Harassment.

Uncategorized • Jan 9, 2016
post about Probate Judge Orders Attorney to Pay Personal Representative / Estate Back for Bad Faith Litigation Aimed at Harassment.

Clients often think that they can use estate litigation Florida to harass  family members during the probate administration process. So what happens when a Florida probate lawyer is caught using Florida probate litigation for improper motives? Believe it or not the Florida probate court will sanction Probate attorneys Florida for so called bad faith litigation. Want to learn more? Check out this recent probate appeal from Arkansas.

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What Happens if You Do Not Show up for Florida Probate Court?

Uncategorized • Jan 7, 2016
post about What Happens if You Do Not Show up for Florida Probate Court?

Failure to take estate litigation in Florida seriously could cost you big time.  If you are a trustee, beneficiary or heir, listen up. Florida probate litigation is serious and if the Court tells you to be somewhere, not showing up could cost you big time. Want to learn more about how? Check out this recent case out of the Fourth District Court of Appeal. 

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The Limits of Civil Contempt in Florida

Uncategorized • Jan 4, 2016
post about The Limits of Civil Contempt in Florida

Trial judges have many tools at their disposal to compel compliance with court orders, including court discovery orders in civil cases. On December 9, 2015, Florida’s Fourth District Court of Appeal in West Palm Beach issued its opinion in the case of Huber v. Disaster Solutions, LLC, Case Nos. 4D13-4360 / 4D14-520. http://4dca.org/opinions/Dec.%202015/12-09-15/4D13-4360.op.pdf

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