Daytona Beach, FL
Estate planning Lawyer at Daytona Beach, FL
Practice Areas: Estate Planning, Business, Tax
OUTCOME: My clients are in the process of finalizing the adoption.
Adoption case involving a four year old girl. I represented the paternal aunt and uncle. The maternal grandparents contested our petition for adoption. Ultimately we (attorneys for all sides, includ ... ing the State DCF and GAL) were able to work out a settlement that was in the best interest of the child.
OUTCOME: Ruling in favor of our client.
CASE NO. 1D08-2468 This was an action brought by a former police officer against the City he worked for and against Brown & Brown for failure to procure adequate insurance. We represented Brown & B ... rown. The jury ruled in our favor and the decision was affirmed on appeal.
OUTCOME: The guardianship orders (in favor of our clients) were appalled and affirmed.
912 So.2d 1243 (Fla. Dist. Ct. App. 2005). Five years before his death, Cowart revisited his estate planning needs with two attorneys (not parties to this suit), as well as a tax and estate planning s ... pecialist, Frank Yong ("Yong"). 1 Yong prepared partnership and corporate documents to implement a limited partnership for estate planning purposes, including a family limited partnership ("FLP"). Prior to execution of these documents, Cowart deeded certain property to appellants, Merrill M. Henry ("Henry") and Oliver W. Cowart ("Oliver"), and executed wills naming them as beneficiaries, altering the estate as it existed when Yong's plan was prepared. Shortly after these transactions, Cowart's son, Charles, and son-in-law, Samuel Tilton, sought a declaration that Cowart was incompetent. Prior to the competency hearing, but subsequent to the petition's filing, Cowart executed another will. This will named Henry and Edward C. Hodge ("Hodge") as beneficiaries.The court appointed Henry Duffett, 3 Imogene Strickland and Walton Cowart as guardians. At the guardians' request, the probate court entered an order directing the implementation of the Young plan.
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