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Sample FL Estate Planning Cases
... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no
children of their own, executed a series of estate planning documents, using the law
firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...
... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a
business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney
in Broad and Cassel's Orlando office, for estate planning services. ...
... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an
estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004,
Dorothy created several new estate planning documents through a different attorney. ...
... of considerable wealth. Five years before his death, Cowart revisited his estate planning
needs with two attorneys (not parties to this suit), as well as a 721 tax and estate
planning specialist, Frank Yong ("Yong"). [1] Yong prepared ...
... order finding it exempt from the decedent's debts. II. FACTS. In October 2003,
approximately eight months before her death, Edith Cutler created a land trust for
estate planning purposes. Edith, a widow with two adult children ...
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