Archive for the ‘legal updates’ Category

By Jenna G. Rubin, Esq. A probate court has the inherent authority to evaluate a person’s fitness to serve as personal representative. However, in order to appoint a personal representative based on something other than that personal representative’s entitlement under the statute, the trial court has to actually make a finding about the person’s fitness […]

Read More

By Jenna G. Rubin, Esq. Under current Florida law, the provisions of a decedent’s will that impact the former spouse of that person become void upon divorce. But what happens when the decedent’s will is prepared before the marriage (which ultimately ended in divorce)?

Read More

Similar to concerns in 2012 when there were concerns about a reduction in the unified credit, the 2026 sunset of the $5 million increase in the unified credit basic exclusion amount for gift and estate taxes under the 2017 Tax Cuts and Jobs Act (TCJA) has created concerns about what happens to taxpayers who use […]

Read More

A boutique law firm with a practice limited to

tax, estate planning, probate, trust & guardianship law and litigation, and related commercial matters