Understand the duties and powers of trustees and the laws surrounding trust administration in Florida.
Estate and trust counsel and other professionals are often asked to provide assistance for the administration of Florida trusts. This material will provide the steps necessary for effective trust administration. The topic also explains the rights of beneficiaries of trusts, which is significant as Florida provides trust beneficiaries valuable, yet sometimes overlooked, rights. As an estate and trust litigator, Sean will also be discussing suggestions to avoid costly litigation. The topics include annual accountings, reformation of trusts, trusts during a guardianship or periods of incapacity and issues relating to attorney’s fees.
Agenda
Faculty
Sean Lebowitz
Gutter Chaves Josepher Rubin Forman Fleisher Miller PA
- Partner at the estate, trust and tax boutique law firm of Gutter Chaves Josepher Rubin Forman Fleisher Miller PA
- Practice areas include probate, trust and guardianship litigation and the related administration
- Serves as vice Chairman of the Florida Bar Probate Rules Committee, and sits on the Executive Council of the Real Property, Probate and Trust Law Section of the Florida Bar
- Recognized as a Rising Star by Florida Super Lawyers for estate and trust litigation as well as a Fellow by the Real Property, Probate and Trust Section of the Florida Bar
- Can be contacted at 561-998-7847 or [email protected]
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