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By Emily Cousins | May 10, 2024
Steven L. Katz of Rome Clifford Katz & Koerner, one of the attorneys representing Laura Fass, said if the appellant's interpretation of the law were allowed to stand, "it would have rendered the statute virtually meaningless. There was no evidence of any intent to exclude (the defendants) and (appellant's) position was untenable."
3 minute read
By Jeffrey A. Galant | May 10, 2024
Given their druthers, parents generally prefer to treat children equally when it comes to passing on parental property upon death however situations may exist where transfers can be fair and equitable, even though not in equal amounts or shares.
9 minute read
By Nicole L. Phatak and Julie Patter Rapaport | May 3, 2024
It is important for every estate planner to discuss charitable giving strategies with their clients, including the benefits and potential pitfalls of the most common methods of charitable giving.
7 minute read
By C. Raymond Radigan and Jessica M. Baquet | May 3, 2024
Every Surrogate's Court case is a special proceeding for which there is a presumption that no right to a jury trial exists. There is, however, a limited subset of a cases in which a Surrogate's Court proceeding may be tried to a jury.
9 minute read
By Justin H. Brown and George M. Riter Jr. | May 2, 2024
QPRTs are most appealing for individuals who have, or will have, a taxable estate for estate tax purposes at the time of their death.
8 minute read
By Alexander Lugo | May 2, 2024
The combination with Ellis Law gives the firm, historically concentrated in the Northeast, a second office in Florida.
3 minute read
By Brian Lee | May 1, 2024
After both men went to prison on grand larceny convictions, assistants from New York Attorney General's Charities Bureau petitioned a court to reinstate the Bruggeman's original trusts—and effort that one of the attorneys fought from prison, albeit unsuccessfully.
3 minute read
By Melissa Acosta-Amarante | April 12, 2024
"Experiences like the 4.8 magnitude earthquake can serve as a reminder or wake-up call about the importance of getting your estate plan in order," writes trusts and estates paralegal Melissa Acosta-Amarante.
5 minute read
By Michael A. Mora | April 4, 2024
"This situation is precisely why claims not raised before the court rules are forfeited; otherwise, the court's rulings would never be final," the U.S. District Court for the Southern District of Florida held.
4 minute read
By Mark A. Romance and Melissa Rodriguez | April 3, 2024
Trust and estate litigation is expanding in tandem with Florida's older adult population and greater life expectancy. According to the latest Census…
7 minute read
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