Jacksonville Trust Lawyer for Disputes and Litigation Attorneys in Florida
Florida Trust Litigation
Some people use trusts to provide for the distribution of their assets at death, or during life, rather than awill. The primary difference in using a trust to provide for the disposition of assets, and using a will for that purpose, is that the administration of the will through probate is supervised by a court. The trustee named in the trust document typically handles the administration of the trust after the death of the trustmaker.
If you need a Florida trust lawyer to help you with the administration of a trust after someone’s death, please call your Jacksonville trust attorney for administration at (904) 448-1969, or toll free at (866) 510-9099.
Other than avoiding the Florida probate process, the same principals of law apply to the administration of trusts in Florida as are applicable to wills. A Florida trust that is used to provide for the distribution of assets after death must be signed with the same formalities as a will. The trustmaker (formally called the “grantor” or “settlor”) is subject to the same requirements for legal capacity, competence, and being free of undue influence, as a person making a will. The language of a trust document, just as with a will, may be subject to varying interpretations. The trust document is also subject to Florida’s elective sharestatute. The trustee of a trust owes the beneficiaries of the trust the same fiduciary duty that a personal representative owes to the heirs and beneficiaries of a probate estate.
The Jacksonville, Florida trust litigation lawyers and attorneys with The Coleman Law Firm are experienced in the representation of trustees, beneficiaries, or others, who may challenge a trust, the actions of a trustee for any legally recognizable cause of action, and other disputes that can arise between and among the parties involved in a trust, including without limitation the following reasons:
- Improper trust formation or failure to sign the trust with proper witnesses, notary, or other formal requirements
- Lack of capacity of the trustmaker
- Undue influence over the trustmaker
- Distribution of assets in violation of Florida Statutes, including the spousal elective share
- Judicial interpretation of unclear, confusing, or ambiguous language in the trust document
- Trust reformation or modification
- Breach of fiduciary duty by the trustee for
a. Failure to make proper or timely distributions
b. Failure to make proper or timely accountings
c. Failure to administer the trust in the manner required by the trust document
d. Failure to follow the prudent investor rule or making improper investments
e. Self dealing
f. Excessive trustee compensation
A beneficiary, or prospective beneficiary, in Florida, may also file a lawsuit against one who interferes with that beneficiary’s expected lifetime gift or distribution at death. The prospective beneficiary must show that the deceased person had a specific intent to make the gift or distribution, and that the deceased person would have made the gift or distribution but for the actions of the other individual.
Florida Statutes provide that someone who successfully contests or disputes a trust, or the actions of a trustee, generally can recover the trust litigation attorney’s fees and costs of litigation from the trust estate.
The Jacksonville, Florida trust litigation lawyers and attorneys with The Coleman Law Firm, typically represent those contesting a trust, defend trustees of trusts, or handle other trust disputes on an hourly fee basis. In some circumstances, we may agree to represent someone contesting a trust, or the actions of a trustee, on a contingent fee basis.
If you feel you have a legitimate complaint or dispute about the actions of a trustee, or the terms of a trust, or whether the trust is valid under Florida trust law, or if you are a surviving spouse who was not treated fairly by the terms of a trust, or if you are a trustee accused of improper conduct in the exercise of your trustee’s responsibilities, please contact the trust litigation attorneys and lawyers at The Coleman Law Firm so that we can assist you in protecting your rights and actions. Please call your Jacksonville trust administration lawyer at 904-448-1969 or toll free at 1-866-510-9099.
The Jacksonville, Florida trust administration lawyers and attorneys with the Coleman Law Firm offer their services as estate planning, probate, elder law, Medicaid planning, asset protection and guardianship lawyers and attorneys primarily in Northeast Florida including the following counties, towns, and cities: Duval County – Jacksonville, Jacksonville Beach, Atlantic Beach, Neptune Beach; St. Johns County – St. Augustine, Ponte Vedra Beach, Nocatee, St. Augustine Beach; Clay County – Orange Park, Middleburg, Green Cove Springs; Nassau County – Amelia Island, Fernandina Beach, Yulee, Callahan; Flagler County – Flagler Beach, Palm Coast, Bunnell; Baker County – Macclenney, Glen St. Mary; Putnam County – Palatka, Interlachen; Columbia County – Lake City, Fort White; and in other parts of Florida as requested or necessary. We are a participating attorney in the AARP Legal Services Network by GE.