Florida’s New Designated Representative Statute

Robert Naberhaus co-authored an article that was published in the Fall edition of the electronic version of ActionLine Vol. XXXIII, No. 1 – Fall 2011. The article is entitled: Secret Trusts: (Some) Questions and (Fewer) Answers About Florida’s New Designated Representative Statute By Robert J. Naberhaus III, Esq. (Dean Mead) and Mark R. Parthemer, Esq….

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Designated Representative: Section 736.0306 of the Florida Trust Code

Florida Statute 736.0306 allows a settlor of a Florida trust to appoint a “designated representative” to receive notices, information, accountings, and reports on behalf of the trust beneficiaries.  Information given to the designated representative serves as a substitute for, and has the same effect as, sending such information to the beneficiary directly, and actions taken,…

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