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Category Archives: Beneficiary Dispute

Probate11

The Importance Of “Survivorship” In Administering A Florida Probate Estate

By Mark R. Manceri, P.A. |

There are certain situations where two or more related individuals, such as spouses, may die at the same time. How does this affect the administration of their estates? Does it legally matter who died first chronologically? Let’s first address why “survivorship” matters in a probate context. Most wills contain language requiring a named beneficiary… Read More »

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EstPlan20

When Is A Lifetime Gift Legally Binding In Florida?

By Mark R. Manceri, P.A. |

Not everyone waits until they die to leave a gift or inheritance to a loved one. Many people choose to make inter vivos gifts, or transfers of property during their lifetime. Such gifts are legally binding on the donor–and their future estates–provided there was “donative intent” and the gift was actually delivered to the… Read More »

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Gift

Can Gifts Made During Someone’s Lifetime Be Considered An “Advance” On A Gift Made In Their Will?

By Mark R. Manceri, P.A. |

Here is a hypothetical probate dispute: Melissa executes a last will and testament. In the will, she makes a gift–or specific devise, in legal terms–of $30,000 to her favorite nephew, George. But then, a few months before she dies, Melissa decides to give George a gift of $10,000 while she is still alive. After… Read More »

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Dispute

Do Probate Courts Resolve Disputes Over Life Insurance Policies?

By Mark R. Manceri, P.A. |

A question we often get is, “Is my life insurance policy considered part of my estate?” In terms of a probate estate, the answer is usually “no.” Life insurance policies typically have a named beneficiary, such as a spouse of a child. Upon the insured person’s death, the insurance company will simply pay any… Read More »

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Can A Marital Settlement Agreement Still Be Enforced After A Former Spouse Dies?

By Mark R. Manceri, P.A. |

One of the roles of a personal representative is to enforce any contractual obligations of the deceased. In plainer terms, if someone owed the decedent money under a previously executed contract, the personal representative has the right–and the responsibility–to take any appropriate legal action to collect. Florida Court Orders Woman to Return Ex-Husband’s Pension… Read More »

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EstPlan9

How a Power of Appointment Can Affect the Rights of Potential Trust Beneficiaries

By Mark R. Manceri, P.A. |

When making a Will or Trust, a person may sometimes grant someone else a “power of appointment.” This is basically the authority to decide how to dispose of particular property. Let’s take a simple example. Say you have a large collection of vinyl records. You cannot decide who to leave them to, as you… Read More »

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Forgery of a Will in Florida Estate Litigation

By Mark R. Manceri, P.A. |

When a family member passes away, and his or her will is read, family disputes sometimes occur. Maybe you suspect that the testator who created the will was under undue influence. In some cases, family members might even suspect that the will is a forgery. Perhaps the will is out of line with the… Read More »

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Trust Litigation Over Failure to Provide Accounting

By Mark R. Manceri, P.A. |

There are several ways to go about estate planning in the event of your passing. Many people create wills that state how they’d like their property to be dispersed after they are gone. Another option is to create a trust and to place your assets within. The one who creates the trust is called… Read More »

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EPlan1

What Happens in Florida When The Testator Signed Multiple Wills?

By Mark R. Manceri, P.A. |

Making a will is one of the best ways to prepare for the future. In your will, you can choose beneficiaries who will inherit your assets. Your legally valid Florida will enables your estate to bypass probate court. Instead of waiting for a judge to distribute your assets, the executor that you name will… Read More »

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