Monthly Archives: December 2023
How Are Non-Probate Assets Distributed in Florida
When a Florida resident dies, an estate may be opened to dispose of any probate assets they owned. Note the qualified “probate assets.” A person may have owned or controlled a substantial amount of property during their lifetime yet left no probate assets for their estate. The reason this is possible is that there… Read More »
When Does a Fiduciary Duty Exist Under Florida Law?
A common cause of trust and estate litigation in Florida is breach of fiduciary duty. A fiduciary duty means that one person has a legal obligation to act in a way that will benefit another person financially. To give a simple, non-probate example, the director of a business corporation has a fiduciary duty to… Read More »
Can Florida Probate Courts Settle Disputes Over Real Estate Ownership?
One of the main functions of probate in Florida is to ensure any creditors of the deceased are paid. A creditor must file a claim against the estate. The personal representative can then pay or object to the claim. Son Pursues Quiet Title Claim Against Late Mother’s Probate Estate Although claims against the estate… Read More »
How a Marital Settlement Agreement Can Affect Your Will–Even Decades Later
A Florida resident is generally free to determine the terms of their own will. They can, for instance, choose to disinherit their adult children if they wish. But a person may also enter into a legally binding contract that subsequently affects the terms of their will. For example, a prenuptial or postnuptial agreement might… Read More »
Is a Probate Estate Liable for Back Child Support?
When it comes to paying creditors of a probate estate, some claims take legal priority over others. In fact, Florida law establishes eight different probate creditor classes. Those in Class 1, related to the expenses of administering the probate estate itself, take priority over all other claims. Another example is Class 6, which covers… Read More »
Who Can Open a Deceased Person’s Safe Deposit Box in Florida?
When someone passes away, one of the first tasks their family or legal representative will do is try and locate a will. Many Florida residents choose to keep their original will and other key documents, such as their life insurance policies, in a safe deposit box. But how does the decedent’s estate or next… Read More »
Mark R. Manceri, P.A. is a boutique law firm that specializes in Estate, Trust and Guardianship litigation. These matters include Will and Trust contests involving lack of capacity, undue influence, forgery, improper execution and tortious interference...