An Intersection of Litigation and Probate… Do Not Crash!

A recent case indicates how litigation and probate often intersect. If you or your attorney do not understand litigation procedural rules, then you could lose valuable rights. In Sudman v. O’Brien, Theresa Z. Sudman (“Theresa”) lost her right to object to a court order regarding her elective share rights. Theresa…

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Details Matter When Completing A Beneficiary Designation!

A recent federal case, originating in Florida, illustrates the importance of compliance with the EXACT requirements to designate a beneficiary for a 401(k) and ESOP plan. In Arlene Ruiz V. Publix Super Markets, Inc., a federal district court determined that an intent to change a beneficiary is NOT enough to…

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