Florida Elder Law & Estate Planning Blog

elder abuse
Elder Abuse Not Always Easy To Spot: The Art Dealer And The Deli Owner
October 29, 2020

How can you protect yourself from exploitation and financial abuse if you become incapacitated?  These crimes can be hard to spot. After all, perpetrators go to great lengths to present themselves as helpers, not hustlers. Fortunately there are steps you…

COVID19 creates surge of interest in wills, health care documents
April 30, 2020

According to a 2020 survey conducted by caring.com, only 23% of American adults have a will, and only 6% have an advanced health care directive that will speak for them if they become incapacitated. The fear of succumbing to COVID19…

With A Do It Yourself Will, They Almost Got Away With Disinheriting a Rightful Beneficiary
With A Do It Yourself Will, They Almost Got Away With Disinheriting a Rightful Beneficiary
December 24, 2019

Online web sites that allow the creation of do-it-yourself estate planning documents have some serious downsides. Among them: making it easier for people with nefarious motives to create fraudulent documents. From Arkansas comes an interesting case that illustrates the danger….

Poorly Drafted Last Will and Testament May Disinherit Longtime Companion
September 13, 2019

Here is another, and surely not the last example of the perils of an ambiguously worded last will and testament. This story was reported in the September 7, 2019 New York Daily News. New York City psychologist Jill Morris died in 2016 of…

Gold Coins
Nevada recluse’s coin collection nets millions
February 28, 2013

In June 2012 Walter Samaszko, 69, died at his Nevada home, a recluse whose only asset was a small checking account and under $200,000 in stocks. Or so authorities thought.  When authorities began clearing his Carson City home, they found…

Can you disinherit an adult child?.
February 18, 2013

Not all parents enjoy a warm relationship with all their children. I’ve met with many parents – some pained, some resigned, others angry – who have been estranged from their children for years. They may have tried reaching out and been…

U.S. Supreme Court cites Florida inheritance law in unusual case
May 22, 2012

The U.S. Supreme Court recently handed down its decision in the case of Astrue v. Capato. The circumstances of the case are ones most of us will never experience. Nonetheless, the case has lessons for everyone. It underscores the importance of creating a…

Estate Challenges: Learning from Neil Rogers
April 10, 2011

South Florida radio personality Neil Rogers died Dec. 24 at the age of 68. You either loved him or hated him. He had no close family, but left behind legions of bereaved fans. And he left behind something else: Two contradictory Wills. The…

Pet trusts provide peace of mind
June 18, 2010

The late Gail Posner bequeathed $11 million to her beloved chihuahua, Conchita. Her son got a relatively paltry $1 million. As you can guess, he is now suing his mother’s estate, claiming that she was pressured by her staff to change…