Parol Evidence and Determining Ownership of Joint Bank Account

This post is from our good friend in Dean Mead’s litigation department, David P. Hathaway. Consider a situation where an elderly relative, your father (although it could be your mother, an aunt or an uncle), who had retired and moved from Ohio to Florida, has passed away. You know your father had a will and…

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Florida Legislative Update Regarding Trusts and Estates Law

Governor Scott is expected to sign House Bill 325 into law shortly. House Bill 325 provides for several changes to the existing trusts and estates law. These changes are briefly summarized below. Fiduciary Lawyer-Client Privilege. There is a new fiduciary lawyer-client privilege rule, whereby a fiduciary client is protected to the same extent as any…

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