Recent Blog Posts

How Do You Prove “Testamentary Capacity” in Florida?
You often hear the phrase “of sound mind” associated with the signing of a last will and testament. As a matter of law in Florida, a person must have what is called “testamentary capacity” to execute a will. Such capacity is often described as being “of sound mind.” In practice, testamentary capacity generally requires… Read More »

When Can a Florida Personal Representative File a Lawsuit on the Estate’s Behalf?
The personal representative (executor) of a Florida probate estate has a number of responsibilities. One of them is initiating any legal action on behalf of the decedent’s estate. This includes any claims the deceased would have brought had they not died. Of course, before a personal representative can take such action, they must first… Read More »

When Is a Curator Necessary for a Florida Probate Estate?
Under Florida law, a personal representative is the person responsible for administering a probate estate. There are, however, situations where someone may need to take temporary charge of the estate until a personal representative can be appointed. This can include a scenario where there is a disagreement between family members over who should serve… Read More »

Can the Settlor of a Trust Gift the Trust Property Back to Herself?
A revocable trust is one where the settlor–the person who created and funded the trust–has the right to revoke the trust at any point during their lifetime. Revocation is not all-or-nothing. It is possible to partially revoke a trust. For example, the settlor can remove certain assets from the trust, returning legal title to… Read More »

How Can a Florida Premarital Agreement Affect Your Future Probate Estate?
Premarital agreements–prenups–are often associated with divorce. But a prenup can also address what will happen to a couple’s assets when either of them dies during the marriage. That is why it is important to understand the law surrounding premarital agreements here in Florida and how it can affect your future probate estate. What Is… Read More »

Not All Trusts Are Equal: 4 Different Types of Florida Trusts
In broad terms, a trust is a legal arrangement where a grantor transfers certain property to a trustee, who then holds and administers that property for the benefit of a beneficiary. Florida law recognizes many different types of trusts. Each trust has its own unique characteristics, benefits, and potential drawbacks. Here are four of… Read More »

Does the Attorney-Client Relationship Survive the Client’s Death?
In general, when you authorize a person to act on your behalf, that authorization will end if you die. For example, if you sign a power of attorney designating someone to serve as your agent, your death automatically terminates that relationship. Similarly, if a Florida court appoints a person to act as guardian for… Read More »

Does a Probate Estate Have to Pay a Deceased Person’s Criminal Fines?
What happens when a person dies while awaiting a trial on criminal charges? The short answer is that the criminal prosecution effectively dies with them. Even if a defendant has already been tried and found guilty by a jury, if they die while their conviction remains on direct appeal, as a matter of law… Read More »

Dispelling Two Common Myths About Florida Revocable Trusts
Revocable living trusts are often used in Florida estate planning to help individuals pass their property on to family members (or other beneficiaries) outside of the normal probate process. When properly structured and administered, a revocable trust can help secure your family’s financial security even after you are gone. At the same time, revocable… Read More »

When Can You Admit a Lost or Destroyed Will in a Florida Probate Estate?
When a person dies, their will must be located and filed with the probate court. Obviously, this assumes there is a will to find. If the testator–the person who made the will in the first place–destroyed the document before they died, then there is no longer a valid will. The Need for Witnesses As… Read More »