Florida Bar Federal Court – U.S., District Court for the Middle District of Florida

Stetson University College of Law – cum laude Virginia Polytechnic Institute – cum laude

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Florida Trustees Obligations Toward Beneficiaries: The Duty to Inform and Account

A man protects human figures with his hands. The concept of security and social protection. Health coverage benefits, retirement plans. Creating an environment where everyone feels secure and valued.

The administration of a trust in Florida is governed by strict statutory requirements designed to ensure accountability and transparency. Trustees are legally obligated to keep beneficiaries informed and provide detailed accountings of the trust’s administration. The case of Hadassah v. Melcer, 268 So.3d 759 (Fla. 4th DCA 2019) highlights the practical implications of these duties… Continue reading Florida Trustees Obligations Toward Beneficiaries: The Duty to Inform and Account