Serving Okaloosa, Walton, Santa Rosa & Brevard Counties

Probate and Trust Contests in Florida

The importance of estate planning is well-known and widely talked about. Unfortunately, even the most careful planning cannot prevent all disputes. Following the death of a family member, survivors may have disagreements about the decedent's intentions and the outcome of their estate plan. Often, these disputes must be litigated before a judge. Some common disputes center around issues such as: 

  • Validity of a will or trust
  • Undue influence
  • Lack of mental capacity
  • Mishandling of assets by a trustee or personal representative
  • Breach of fiduciary duty by a trustee
  • Interference with an expected lifetime gift or distribution at death
  • Interpretation of ambiguous terms in a will or trust

Whether you are the trustee or beneficiary of a trust, or the personal representative or heir of a decedent's estate, these contests are always difficult. In addition to involving potentially complex legal questions, they take place when all parties are suffering grief over a loss. Probate and trust litigation can lead to dissipation of assets, as well as to permanent rifts in family relationships, if not handled carefully.  To learn more about Florida probate, please visit our Probate page

Preserving What Matters Most for Floridians and their Families

At the law office of Lisa Jo Spencer, P.A., we represent trustees, beneficiaries, personal representatives and heirs in probate and trust litigation. Lisa Jo Spencer has two decades of litigation experience, much of it helping families resolve disputes over the disposition of trust or estate assets. 

We work hard to resolve such conflicts with a minimum of acrimony, while still doing everything possible to protect your rights and avoid the waste of estate funds. We recognize that the decision to bring a lawsuit against a family member or close associate is a difficult one; just as painful is being faced with a lawsuit when one is doing one's best to manage a trust or estate. 

The law office of Lisa Jo Spencer, P.A. handles cases in Okaloosa, Walton, and Santa Rosa Counties in the Florida Panhandle. To learn more about probate or trust litigation in Florida or other services we offer, please contact our office at (850) 226-4998 to schedule a consultation.