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Patricia Lincoln
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Attorney
Latest News
When a Trustee Is Also a Beneficiary: Built-In Conflicts and How Florida Law Handles Them
Fri Nov 28, 2025
In Florida estate and trust administration, it is not uncommon for the trustee to also be a beneficiary of the same trust. At first blush, this can seem like no big deal or even logical. After all, trustees are typically family members, and in many cases, those family members are […]
Full ReadChallenging a Personal Representative: What Counts as a Breach of Fiduciary Duty in Florida
Fri Nov 21, 2025
In Florida, when a loved one dies, the person they name as their personal representative to administer their estate assumes a position of trust, authority, and responsibility. And for most of those individuals, it is a role they take very seriously and do their best to honor the decedent’s wishes […]
Full ReadWhy High-Net-Worth Florida Residents Still Need Tax Planning — Even Without a State Estate Tax
Fri Nov 14, 2025
Florida is marketed to out-of-state residents as a tax-friendly paradise. The Sunshine State has no state income tax and no state estate or inheritance tax. In fact, Florida’s exclusion from federal estate tax is part of the Uniform Relief from Death Tax Act. But even if a state did not have […]
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