Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses avenues that clients can use to litigate an elderly settlor’s revocable trust, but specifies the context of Habal v. Habal, — So.3d —-, 2020 WL 5372289 (Fla. 4th DCA September 09, 2020) as an exception. The article begins as follows:
Attorneys faced with elderly clients sliding into incapacity grapple with daunting ethical challenges. For family members involved in these cases watching from the sidelines as an elderly parent’s financially exploited, it’s way worse.
Case in point: an elderly parent who amends a revocable trust under suspect circumstances. The temptation in these cases is to challenge the trust amendment head-on. As demonstrated in the Habal case below, that would be a mistake. But that doesn’t mean you can’t do indirectly what’s impossible to do directly.
To see the full article, click: “What’s the right way and the wrong way to litigate a revocable trust while the settlor’s alive?”
To download the full opinion, click Habal v. Habal, — So.3d —-, 2020 WL 5372289 (Fla. 4th DCA September 09, 2020)
Posted by Elise Kim, Managing Associate Editor, Wealth Strategies Journal.