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FLorida Estate and Trust Blog

Medicaid Estate Recovery in Florida: What Can the State Take?

Posted by Jacqueline Bowden Gold, Esq. | Dec 19, 2025 | 0 Comments

Florida Medicaid can recover certain costs from a deceased recipient’s estate, but the rules are narrower than many people think. This article explains what the state can take, what it cannot take, how estate recovery works, and how proper estate planning—especially for surviving spouses—can prevent disputes, fraud, and unnecessary loss of family assets.

Florida Slayer Statute and Its Relevance With Rob Reiner’s Death

Posted by Jacqueline Bowden Gold, Esq. | Dec 17, 2025 | 0 Comments

The Florida Slayer Statute prevents individuals who intentionally kill from inheriting from their victims’ estates. The reported deaths of filmmaker Rob Reiner and his wife Michele Singer Reiner, with criminal charges filed against their son, highlight how this statute can apply in real world and high profile situations. This article explains how the law works, how it may affect inheritance rights, and why guidance from a Weston lawyer is critical in complex estate and probate matters involving homicide allegations.

Florida Transfer-on-Death Deed – Is It Allowed? Understanding Lady Bird Deeds in Florida

Posted by Jacqueline Bowden Gold, Esq. | Dec 15, 2025 | 0 Comments

Florida does not recognize Transfer-on-Death (TOD) deeds for real estate. Instead, the state relies on the Lady Bird Deed, also known as an Enhanced Life Estate Deed, a powerful, probate-avoiding tool used in Florida estate planning. This article explains why traditional TOD deeds are not allowed in Florida, how Lady Bird Deeds work, their unique history, the absence of statutory authority, and why they remain widely accepted through title underwriting practice.

How to Protect Your Assets for Your Children When You Remarry in Florida

Posted by Jacqueline Bowden Gold, Esq. | Dec 12, 2025 | 0 Comments

Remarrying in Florida brings new joy—but also complex estate planning considerations, especially when you want to protect your children from a prior relationship. Without proper legal planning, your new spouse could accidentally or legally inherit more than intended. This guide explains how to protect your assets for your children when entering a second marriage in Florida.

Where Does a Trustee Start for a Florida Trust After the Settlor’s Death?

Posted by Jacqueline Bowden Gold, Esq. | Dec 10, 2025 | 0 Comments

When the settlor of a Florida trust dies, the trustee must immediately begin a series of legally required steps to administer and protect trust assets. This article explains a trustee’s first priorities, statutory obligations, deadlines, and best practices — helping new trustees understand where to start and how to avoid liability under Florida law.

Can Stepchildren Contest a Will in Florida?

Posted by Jacqueline Bowden Gold, Esq. | Dec 08, 2025 | 0 Comments

Stepchildren often feel overlooked or confused about their rights when a stepparent passes away. In Florida, stepchildren can challenge a will, but only under certain circumstances—and not with the same automatic rights as biological or adopted children. This article explains when stepchildren have standing, what grounds they can use, and how Florida probate law treats blended families.

Can an Executor Be Forced to Provide an Accounting in Florida?

Posted by Jacqueline Bowden Gold, Esq. | Dec 05, 2025 | 0 Comments

Florida law requires personal representatives (executors) to follow strict accounting and reporting rules. Beneficiaries have powerful rights to demand transparency, and courts can compel an executor to provide a formal accounting if they delay, refuse, or hide financial information. This article explains your rights, the legal statutes involved, and how a probate litigation attorney can help enforce accountability.

Sibling Contesting a Will: What Are My Rights in Florida?

Posted by Jacqueline Bowden Gold, Esq. | Dec 03, 2025 | 0 Comments

Sibling disputes over a parent’s will are among the most common forms of probate litigation in Florida. This article explains when a sibling has the legal right (standing) to contest a will, what grounds are available, how Florida law protects against undue influence, and what steps to take if you believe a will does not reflect your parent’s true wishes.

Constructive Trust to Recover Estate Property in Florida Probate Litigation

Posted by Jacqueline Bowden Gold, Esq. | Nov 28, 2025 | 0 Comments

A constructive trust is one of the most powerful equitable remedies available in Florida probate litigation when someone wrongfully holds, transfers, or withholds estate property. This article explains when courts impose constructive trusts, common factual scenarios, proof required, and how this remedy restores assets to the rightful heirs or surviving spouse.

Tortious Interference With an Expected Inheritance in Florida

Posted by Jacqueline Bowden Gold, Esq. | Nov 26, 2025 | 0 Comments

Tortious interference with an expectancy is a powerful but rarely used cause of action in Florida probate litigation. It applies when someone wrongfully prevents an expected inheritance through fraud, undue influence, concealment, or malicious conduct. This article explains the legal standard, when the claim applies, how it interacts with probate procedure, and what evidence Florida courts look for, helping beneficiaries protect their rights when someone manipulates or destroys a loved one’s testamentary intent.

Broward County Probate Litigation: Understanding Undue Influence in Will Contests

Posted by Jacqueline Bowden Gold, Esq. | Nov 21, 2025 | 0 Comments

A Broward-focused guide to undue influence in Florida will contests: the Carpenter factors, how §733.107 shifts the burden of proof, the three-month objection deadline after Notice of Administration, what evidence moves the needle (medical records, texts, lawyer files), and the remedies when a will—or part of it—is void for undue influence.

Removing an Executor in Florida: What You Need to Know

Posted by Jacqueline Bowden Gold, Esq. | Nov 17, 2025 | 0 Comments

This article explains when a Florida court will remove a personal representative, who can request it, the legal grounds under §733.504, the step-by-step process under Probate Rule 5.440, and how statutory preference (§733.301) affects the successor appointment. It also addresses conflicts of interest, failure to account, and fraud on the court as practical removal scenarios.

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