Category Archives: Estate Trust Litigation

How Trusts Can Help You Avoid Probate
Probate is a period during which an individual’s estate is settled and distributed after their death. Probate can be a rather long process, which can take several months or even over a year in some cases. During probate, possible beneficiaries also have the opportunity to challenge the validity of the will. The more challenges… Read More »

Understanding Probate In Florida
If you have started thinking about estate planning, you may be feeling a bit overwhelmed. There are many aspects to estate planning, and the ones that are important for you to focus on depend on your specific situation. It can be hard to figure out where to invest your effort or even where to… Read More »

Does A Judge Have To Give Reasons For Their Ruling In Probate Litigation?
When people typically think of litigation, they think of a jury trial. But in practice, most probate litigation does not involve a jury at all. Indeed, if we are talking about something like a will contest, there is no right to a jury trial in the first place. These disputes are heard and disposed… Read More »

Is “House Fraud” A Major Problem In The Florida Probate System?
Having an estate plan is always a good idea, but it is especially important if you own your home or other real property. While intestate succession law determines who inherits your property in the absence of a will, you need to consider the possibility that someone might try to take advantage of the situation… Read More »

What Happens When A Trustee Needs To Recover Property Wrongfully Taken From A Florida Trust?
One function of the personal representative of a probate estate or a trustee for a trust is taking legal action to recover property that was wrongfully taken from either. A trustee, for example, has a fiduciary duty to the beneficiaries of the trust to ensure that trust assets have not been misappropriated. This may… Read More »

Has COVID-19 Led More People To Make Wills?
The COVID-19 pandemic has led many people to reassess various aspects of their lives. This includes estate planning. According to one recent survey, people who have suffered from a serious case of COVID are far now more likely to have a written will and other estate planning documents. This survey came from Caring.com, a… Read More »

Can The Executor Object To A Surviving Spouse Taking An Elective Share Of An Estate?
Florida law permits the surviving spouse of a deceased individual to claim an “elective share” of their estate. The purpose of the elective share is to prevent someone from completely disinheriting their spouse. Basically, the elective share is equal to 30 percent of not just the deceased spouse’s probate assets, but also their homestead… Read More »

How The “Order Of Preference” Can Affect The Administration Of A Florida Probate Estate
In making a will, a person is generally free to name anyone they wish as the personal representative (executor) of their estate. When there is no will, however, Florida law determines the “order of preference” for the probate court to follow in appointing a personal representative. Normally the surviving spouse–if any–has priority, followed by… Read More »

Does Florida Law Actually Bar A Killer From Inheriting Their Victim’s Estate?
A popular trope in crime fiction is the spouse who kills their significant other “to collect the insurance money.” In reality, of course, you cannot legally profit off someone’s death when you caused that death. Most states, including Florida, have what is known as a “slayer statute” to address such situations. Florida’s statute states… Read More »

How Often Should I Review Or Revise My Florida Estate Plan?
Many people take the time to make a will. Then they put the document in a drawer and never think about it again. This is usually a mistake. Estate planning should never be a one-time affair. It is an ongoing process that evolves over time. So how often should you review your estate plan?… Read More »