A Daytona Beach attorney kept ignoring the Florida Bar’s requests for his records as it tried to find why a check on his trust account bounced. Eventually, Brett Hartley owned up that part of the ...

U.S. District Judge James Robertson said he hopes to issue a ruling by mid-July on how much money Indian Trust beneficiaries failed to receive as a result of the government's mismanagement of their ...

Florida recently enacted its version of the Uniform Directed Trust Act, which authorizes someone other than the Trustee (referred to as a Trust Director) to direct the Trustee to act or not to act.

The Florida Supreme Court disbarred an embattled lawyer on Thursday over allegations that he violated trust account rules, thereby adopting the recommendation of a court-appointed referee. Phillip ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

Florida’s newest trust laws taking effect this summer are turning up the heat in what is already a hot estate planning scene. With the federal estate and gift tax exemption for U.S. citizens and U.S.

The Tampa Bay Trust Company is a division of The Sanibel Captiva Trust Company, celebrating 25 years in business this season, and has recently rebranded all of its offices under one new name - Florida ...

The Naples Trust Company is a division of The Sanibel Captiva Trust Company, celebrating 25 years in business this season, and has recently rebranded all of its offices under one new name - Florida ...

The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and Tampa Bay Trust Company have unified under one new name, Florida Trust Wealth Management. Florida Trust’s origin ...