FL Wills, Trusts & Estates Specialist case studies
FL Wills, Trusts & Estates Specialist · Put your knowledge to work in context.
The Florida Bar's board certification program recognizes lawyers who demonstrate heightened skill and professionalism in a defined practice area. The Wills, Trusts & Estates specialty is aimed at attorneys whose practice centers on estate planning, trust drafting and administration, probate and estate administration, and the tax questions that run through all of those areas. Certification is a voluntary credential; it is not required to practice law in Florida, and this study page is an independent resource that is not affiliated with, endorsed by, or sponsored by The Florida Bar. Because the Bar's specialty page for this certification returned a 'Not Found' error when checked on 2026-11-05, the exam's question count, duration, passing score, fee, retake policy, and certification term could not be verified here and are marked as needing review rather than estimated. The FL Wills, Trusts & Estates Specialist case studies are 5 cases and about 3,026 words.
1Divorce, a Stale Will, and a Florida Homestead
Robert, a Florida resident, executed a will in 2015 while married to Alice. The will left 'all of my property to my wife, Alice,' named Alice as personal representative, and contained no other dispositive provisions.
558 words, about 3 min2Decanting, Unitrust Conversion, and a Beneficiary's Creditor
Margaret, a Florida resident, created an irrevocable trust in 2018 for her daughter Susan and Susan's descendants. The trust holds 3 million of concentrated stock and names a corporate trustee.
639 words, about 3 min3Summary Administration, Homestead, and an Out-of-State Vacation Home
John died domiciled in Florida in January 2025. His will, executed in 2020, leaves everything to his adult daughter, Lisa, and names her personal representative.
593 words, about 3 min4Late Portability, GST Allocation, and Alternate Valuation
Elena, a Florida resident, died in 2024 with a gross estate of 14.5 million. Her husband, Carlos, died in 2021 with a gross estate of 9 million.
613 words, about 3 min5Homestead in a Revocable Trust and a No-Contest Clause
Frank, a Florida resident, created a revocable trust in 2020 and transferred his homestead condominium and $2 million of securities into it. The trust provides that Frank receives all income during his life and may revoke.
623 words, about 3 min