January 22

Florida Probate Rules Update

Probate attorneys live by the rules – The Florida Probate Rules. These rules are updated by the Florida Probate Rules Committee, which consists of volunteers appointed by the President-Elect of The Florida Bar as vacancies open up.

Several changes became effective on January 1, 2020, including rules that affect the content of the Petition for Administration, the Oath of Personal Representative, and the Notice of Administration.

November 1

Jeffrey S. Goethe Participating in Continuing Education Seminar on February 10, 2020 in Tampa

Jeffrey S. Goethe will be participating in another continuing education seminar for attorneys, accountants, and paralegals on February 10, 2020 in Tampa. He will cover the following topics: HOMESTEAD IN PROBATE; DETERMINING IF SPOUSE’S ELECTIVE SHARE IS A REASONABLE OPTION; and PUTTING THE CASE TO REST: CLOSING THE ESTATE View more information about the seminar

October 26

Discussion at the American College of Trust and Estate Counsel.

Jeffrey S. Goethe led a discussion on Trust Protectors at the Fall meeting of the American College of Trust and Estate Counsel in Charleston, South Carolina. The presentation was made to the College’s Asset Protection Committee. The committee engaged in a lively debate about the nature of a trust protector, the duties of a trust.