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Troy Brent Hafner's Legal Cases (2)

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Wills and living wills

Warburton v. McKean, 877 So.2d 50 (Fla. 4th DCA 2004), reversed, 919 So.2d 341 (Fla. 2005)

Jan 05, 2006

OUTCOME: Florida Supreme Court ruled that protected homestead property could not be applied to satisfy the fixed sum beneficiary even if such beneficiary's bequest would otherwise remain unsatisfied.

Dispute over the testamentary disposition of Florida protected homestead property under Will of homeowner which called for a fixed sum bequest to one beneficiary and a residuary bequest to others.

Estate planning

Nolte v. White, 784 So.2d 493 (Fla. 4th DCA 2001)

Jan 01, 2001

OUTCOME: Settlor's retained interest in Qualified Personal Residence Trust entitled to Homestead tax exemption.

Dispute between settlor/beneficiary under Qualified Personal Residence Trust and county Property Appraiser regarding settlor's entitlement to maintain Homestead tax exemption during settlor's retained ... interest term.