Florida's elective share law is a crucial aspect of estate planning that many couples overlook. This important provision safeguards your financial interests as a surviving spouse, guaranteeing you receive a fair portion of your deceased partner's estate. Let us...
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Estate Litigation
Anyone can fall victim to undue influence
When we think of vulnerability, we often picture frailty or dependence. Yet, undue influence can affect anyone, regardless of age, strength or social standing. It preys on trust, affection and sometimes fear, subtly manipulating decisions in ways we might not...
Spotting red flags of undue influence in Florida retirement home estate planning
Estate planning can be complex and sensitive, especially for older family members in care homes. As our loved ones age, it is natural to worry about their well-being and the integrity of their final wishes. This is why it is important to understand how people might...
Predators may exploit your mourning loved one’s estate
When a loved one experiences loss, the primary concern is naturally to care for their emotional well-being. Still, you need to be aware of potential threats to their financial security. Unfortunately, some individuals see grief as an opportunity to manipulate estate...
When trustees falter: Claiming a breach of duty
Trust is the foundation of any fiduciary relationship, especially between appointors and trustees. Unfortunately, some trustees fail to perform their duties, which can seriously affect beneficiaries. Understanding the elements of a fiduciary duty breach claim against...
What decedent transactions can I challenge?
It can be typical for individuals to prepare when expecting to pass on in the near or distant future. Sometimes, an illness or old age can spur someone to create arrangements, considering they are already foreseeing legal issues that could arise after their death....
What can I do about undue influence?
Undue influence is a fraudulent act where a person resorts to duress, force or coercion to impact another person’s action and decision. This often happens when a party gets the concerned individual to change the will to benefit them, taking advantage of the testator’s...
What circumstances can lead to an undue influence presumption?
When someone dies, their will can take effect and help guide what happens to their estate. However, this period can also be the right time for the deceased's beneficiaries to raise issues involving the will, impacting its enforceability and validity. There can be...
Reading between the lines: Spotting signs of undue influence in a will
During the grieving process, the emotions of family members are high. Reading the last will and testament among family members and close friends is a vulnerable situation. While it should serve as closure and the first step to moving forward, it could also create a...
A child left out of a will: Is it a ground to challenge its validity?
Generally, testators are free to choose who they want to assign as beneficiaries in their wills. Family, relatives and other interested individuals cannot challenge the document’s validity solely for the reason that they find it unfair or believe the testator should...
