Monthly Archives: December 2020
December 18, 2020
The new changes to Fla. Stat. 733.617 of Florida’s Probate Code and Fla. Stat. 736.0708 of Florida’s Trust Code now require a written statement by the testator of a will or settlor of a trust, acknowledging that the attorney made certain disclosures to them before the will or trust was signed.
December 3, 2020
The October 14, 2020 opinion from Florida’s Third District Court of Appeal affirmed the trial court’s denial of a petition for administration, grounded on a finding of undue influence.
The takeaway from this opinion is the Third District’s explanation that the factors in the seminal case of In re Carpenter’s Estate…, 253 So.