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A Trust Contestant is Entitled to Prior Estate Planning Documents to Establish Standing: Boren v. Rogers, 243 So. 3d 448 (Fla. 5th DCA 2018)

This 2018 opinion from Florida’s Fifth District Court of Appeal is an issue often found in trust cases when conducting discovery. The Fifth District held that, in a trust contest, unless there is a finding of good cause not to produce the documents, a trust contestant is entitled to obtain prior estate planning documents of a decedent, when the trust contestant needs such documents to establish his or her standing as a prior interested beneficiary of the trust.

In Boren, Ann Boren filed a trust complaint seeking to void certain trust documents, alleging that it was the longstanding…

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