Category Archives: Estate Trust Litigation

Tips for Conducting Estate Planning Under The New Tax Laws
Many are relieved that the tax season is over for the year. However, just because it’s over and you’ve filed your taxes doesn’t mean that now isn’t a good time to review your tax and estate-based planning. President Donald Trump signed a tax bill into law on December 2017 that changes things up in… Read More »

Electronic Wills May Be Coming – But Are They A Good Idea?
Imagine it: you log into an app on your iPad and sign your Will electronically with your finger. Technological literacy is at an all-time high. More people are using technology to accomplish tasks once relegated squarely to pen and paper like signing wills. The future is here in terms of Ewills, but are electronic… Read More »

Undue Influence in Florida Estate Litigation
What is an Undue Influence Lawsuit? “Undue influence” is a specific claim in probate litigation. In a Florida undue influence claim, someone challenges the validity of another person’s Will, Trust, Deed or any other transfers made during life. Undue influence claims often arise when the person who wrote the Will is elderly, in a… Read More »

Testamentary Capacity in Estate Litigation Disputes
You have worked hard to provide for yourself and your family. You carefully select who you want to give your possessions to after your passing. Even after all of this careful planning, someone can still challenge the validity of your will. Challenges to testamentary capacity are one of the most common causes of estate… Read More »

Powers of Attorney – Conflicts of Interest
A Power of Attorney (POA) authorizes another person, called an agent or attorney-in-fact to manage your assets, finances, or other affairs. A POA, when used properly, can save your family extremely valuable time and money. However, designating the wrong or an untrustworthy POA can be detrimental to your estate, as POAs can abuse their… Read More »

Breach of Fiduciary Duty Under Florida Probate Law
Setting up a Florida Trust during your lifetime could be beneficial. The creators of a Living Trust include their assets in a Living Trust and continue to use them until their death at which point the assets are distributed to beneficiaries. When everything goes according to plan, a Trust can be a great wealth… Read More »

How to Properly Revoke Your Will in Florida
It is not uncommon for a person to wittingly or unwittingly have multiple Wills when they die. Perhaps they created a Will and then circumstances changed. They may have had a falling out in their family or perhaps one of the beneficiaries in the Will has since become independently wealthy. Life’s changes may prompt… Read More »