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How can I defend against possible probate litigation in my estate planning?

By Juan C. Antúnez on September 20, 2004
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“To fight and conquer in all your battles is not supreme excellence; supreme excellence consists in breaking the enemy’s resistance without fighting.”  Sun Tzu, The Art of War

Properly drafted estate planning documents can both decrease the likelihood of an estate claim and, in the event of an attack by a disgruntled heir or beneficiary of the estate, increase the chances that the estate plan will be successfully defended. Ideally, properly drafted estate planning documents will in fact dissuade a potential challenger from even commencing litigation. That is in fact the ultimate goal: dissuading a potential litigant from ever even filing his or her lawsuit.

The following discussion assumes Florida law will be governing the testamentary instrument. As such, drafting techniques commonly employed in other jurisdictions but unenforceable in Florida are not addressed. (For example, in terrorem clauses are enforceable in New York, but not enforceable under Florida law – see here).

  • Who’s in and Who’s Out (Identifying Beneficiaries)?
  • Who Picks The Trustee and When Can You Fire Him?
  • Who Pays Uncle Sam?
  • Who Gets The House?
  • What If Surviving Spouse Wants More?
  • Do You Have To Sell The Family Business?
  • How Much Are Current And Remainder Beneficiaries Entitled To?
  • Are Arbitration Clauses Enforceable?
  • Can You Tilt the Litigation Playing Field to Your Advantage?
  • What if Undue Influence is Suspected?
  • What if Some Family Members Get More Than Others?
Photo of Juan C. Antúnez Juan C. Antúnez

Mr. Antúnez is a Florida native. Prior to law school Mr. Antúnez volunteered for service with the United States Marine Corps Reserve, 4th ANGLICO, West Palm Beach, Florida (1987-1993), including combat operations during the First Gulf War (1990-91). Mr. Antúnez has practiced law…

Mr. Antúnez is a Florida native. Prior to law school Mr. Antúnez volunteered for service with the United States Marine Corps Reserve, 4th ANGLICO, West Palm Beach, Florida (1987-1993), including combat operations during the First Gulf War (1990-91). Mr. Antúnez has practiced law in Florida since 1996. Trusts and estates litigation, probate administration and estate planning is all he does as a lawyer. Mr. Antúnez is the author and publisher of the Florida Probate & Trust Litigation Blog, co-author of the Florida probate chapter of International Succession, published by Oxford University Press, and sole author of the Florida chapter of ADR and Trusts: an international guide to arbitration and mediation of trust disputes, published by Spiramus Press. Mr. Antúnez has previously served as an adjunct law professor for the LL.M. in Estate Planning program at the University of Miami School of Law, and frequently lectures at continuing legal education seminars for professional groups on areas related to trusts and estates. Read More…


Education

LL.M. in Estate Planning, University of Miami School of Law, Miami, Florida, 2003

J.D., New York University School of Law, New York, New York, 1996

B.A., Finance, Florida International University, College of Business, Miami, Florida, 1992

Jurisdictions Admitted to Practice

Florida, 1996

Admissions

All Florida state courts

U.S. Court of Appeals for the Eleventh Circuit

U.S. District Court, Middle District of Florida

U.S. District Court, Northern District of Florida

U.S. District Court, Southern District of Florida

Professional & Bar Association Memberships

Florida Bar

Member: Real Property, Probate and Trust Law Section

Member: Elder Law Section

Member: International Law Section

Military Service

4th ANGLICO, United States Marine Corps Reserve, West Palm Beach, Florida, 1987-1993

Honors: Combat Action Ribbon, Kuwaiti Liberation Medal, National Defense Service Medal, Southwest Asia Service Medal, Army Commendation Medal, Meritorious Unit Citation

Read more about Juan C. AntúnezEmailJuan C.'s Linkedin Profile
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  • Posted in:
    Trusts, Estates and Elder
  • Blog:
    Florida Probate & Trust Litigation Blog
  • Organization:
    Stokes McMillan Antúnez Martinez-Lejarza P.A.
  • Article: View Original Source

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