Trust Litigation
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FLORIDA TRUST LITIGATION

Some people use trusts to provide for the distribution of their assets at death, or during life, rather than a will. 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.

Other than avoiding the Florida probate process, the same principles of law apply to the administration of trusts in Florida as are applicable to wills.  A 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 share statute.

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 attorneys at The Coleman Law Firm, PLLC 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
    • Failure to make proper or timely distributions
    • Failure to make proper or timely accountings
    • Failure to administer the trust in the manner required by the trust document
    • Failure to follow the prudent investor rule or making improper investments
    • Self dealing
    • Excessive trustee compensation

A beneficiary, or prospective beneficiary, 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.

We 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. Please contact us today so that we can assist you in protecting your rights and actions.