Ray Charles Trust Litigation: Beneficiaries Fighting for More, the Lesson of Being Clear in Trust Bequests

| November 8, 2012

Another lesson in trust lawsuits – and for Floridians, on how to plan their estates in advance to avoid these sorts of fights between beneficiaries after death – is happening right now in Los Angeles, California.  It’s a case being heard by the Chief Judge of the United States District Court for the Central District [...]

Trust Undue Influence: Whitney Houston, Bobbi Kristina, and Undue Infuence on a Trust Beneficiary

| November 1, 2012

Whitney Houston prepared an estate plan long ago, back when her daughter Bobbi Kristina was born: she executed a Will that contained something called a Testamentary Trust.  She did this because she had numerous assets that she wanted to protect and she wanted to insure the financial future of her daughter.  Because of her planning, [...]

Florida Trust Contests: Jenos Pizza Rolls and Michelina Italian Foods Founder Jeno Paulucci’s Death Provides Great Example of Trust Contests in Florida Arising From Deaths Occuring in Other States

| October 25, 2012

Have you ever tried a Jeno’s Pizza Roll? Or maybe had some Chun King canned Chinese food or opted for some frozen Italian Michelina’s fare, with a movie at home with the kids? Well, then, you’ve contributed to the fortune of Jeno Paulucci, the founder of these food product lines.  Minnesotan Jeno Paulucci was an [...]

New Study: Exploitation of Elderly By Family Members is American Epidemic Well Known Here in South Florida: What Can Happen When Seniors Are Preyed Upon

| August 21, 2012

Last week, the Investor Protection Trust released its latest research study and it’s sadly not a big surprise for those who represent the elderly and seniors here in South Florida:  according to the IPT, “theft or diversion of funds or property by family members”  – that’s right, family members – is the number one way [...]

Broward County Probate Court Has International Intrigue as Mother and Wife Fight Over Control of Missing Millionaire Guma Aguiar’s Florida Assets: Lessons for You and Me

| July 3, 2012

It’s not often that Florida probate courts – especially the local Broward County probate court – makes international news, but that’s what happened recently when the mother and wife of a missing man appeared before local Probate Judge Mark A. Speiser to fight over what to do about controlling the finances and property (estate) of [...]