Ellen S Morris
April 04, 2023 | Daily Business Review
It's Spring: Calling Safes and Outs on Fiduciary ManagmentPersonal representatives and trustees are both held to the same standard of care as specified in Fla. Stat. 733.602(1), 733.609(1) and 736.0804. Personal representatives and trustees must both make prudent investment decisions and employ prudent investment strategies.
By Ellen S. Morris
10 minute read
August 04, 2022 | Daily Business Review
I Hate This Irrevocable Trust. Can I Change or Terminate It or Ask a Court to Change or Terminate It?Your client is the trustee or the beneficiary of a irrevocable trust and wants to change or terminate it. What if the other beneficiaries or the trustee don't agree to the change or termination? Well, then you can't use a nonjudicial settlement agreement under Florida Statute 736.0111, so what can be done now?
By Ellen S. Morris
6 minute read
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