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 […]
You’ve been disinherited – Now What?
Learning that you have been left out of a family member’s or friend’s will can come as a shock, and whether the omission from the will was intentional or accidental, it is one of the most common bases for will disputes. Immediate action and consultation with a probate litigation attorney is essential on these kinds […]
529 College Savings Accounts and Recent Changes
A 529 plan, known as a Qualified Tuition Plan (QTP), is a tax-advantaged savings plan sponsored by a state or state agency and designed to be used for a designated beneficiary’s education expenses. A QTP is set up to allow an individual to prepay or contribute to an account established to pay a student’s (a […]
Tax Exemptions in 2024
It is advisable for taxpayers to review their estate plans and their annual gifting in order to ensure that they are taking advantage of the increased estate and gift tax exemptions in 2024. The federal estate tax exemption increases to $13.61 Million per person in 2024, up from $12.92 Million per person in 2023. For […]
Holographic Wills
A will, in order to be valid in Florida, must be in writing, signed by the testator at the end of the will (or subscribed by someone in the testator’s presence and at the testator’s direction), in the presence of at least two attesting witnesses. §732.502(1), Fla. Stat. A will other than a holographic (handwritten) […]
Attorney William E. Boyes More Than 50 Years a Practicing Florida Attorney – 53 Year Member of The Florida Bar
Attorney William E. Boyes More Than 50 Years a Practicing Florida Attorney – 53 Year Member of The Florida Bar Boyes, Farina & Matwiczyk March 5, 2024, Boyes, Farina & Matwiczyk today announced 2024 marks 53 years William E. (Bill) Boyes has been a member of The Florida Bar. This year’s milestone coincides with his law firm, […]
Attorney John Farina Receives “Special Commendation”
Attorney John Farina Receives “Special Commendation” 15th Judicial Circuit Pro Bono Committee, The Florida Supreme Court, and The Florida Pro Bono Coordinators March 11, 2024, Boyes, Farina & Matwiczyk today, announced John Farina receives “Special Commendation,” from the 15th Judicial Circuit Pro Bono Committee, The Florida Supreme Court, and The Florida Pro Bono Coordinators. The commendation marks […]