Posts in Estate Planning

Mar 28 Lawyer-Client Privilege Does Not Apply to Estate Planning Attorney’s Files in challenge to a Decedent’s Estate Planning Documents

LAWYER-CLIENT PRIVILEGE DOES NOT APPLY TO ESTATE PLANNING ATTORNEY’S FILES IN CHALLENGE TO A DECEDENT’S ESTATE PLANNING DOCUMENTS ...

Dec 15 Pay-on-Death Accounts Can Be Invalidated for Undue Influence

A POD designation can be invalidated for undue influence and the recipient of the funds ordered to return the funds. Many Estate ...

Dec 14 Curator vs. Personal Representative

There are several scenarios that we are presented with wherein the appointment of a curator (or neutral fiduciary) is warranted ...

Nov 11 Florida Probate Creditor Claims

We have previously written entries regarding Fla. Stat. §733.702 and the time limitation for filing a creditor claim in an estate ...

Jul 24 Aronson v. Aronson

WHEN OUT-OF- STATE ESTATE PLANNING DOCUMENTS DO NOT ACHIEVE THEIR OBJECTIVES UNDER FLORIDA LAW “There is nothing more important ...