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Harold E. Wolfe Jr., Esq. The firm handles all facets of probate administration including formal administration (over $75,000) and summary administration (for small estates under $75,000). This includes not only routine probate matters, but matters of a more complex nature including spousal elective share, homestead, matters concerning family businesses, complex creditor claims and other non-routine matters. The firm also handles ancillary probate estates involving Florida assets for estates of decedents with wills drawn and probated in other state jurisdictions. Probate Litigation: The firm handles probate litigation matters including will contests, contests regarding creditor claims, breach of fiduciary duty claims, and other claims made against the estate’s personal representatives. Representation also includes representing surviving spouses in elective share claims. Trust Litigation and Beneficiary Representation: The firm also handles trust litigation including construction and interpretation of trust instruments, demands for trustee accounting, trustee breach of fiduciary duty, matters concerning trust asset valuation as it pertains to trust accounting and Federal estate taxation and similar matters. Representation of Trustees and Successor Trustees: The firm represents various trustees and successor trustees. In this capacity, advice is provided as to trust interpretation, fiduciary duties, accountings, asset valuation methodology, fiduciary income tax matters, trustee compensation, relations with beneficiaries, and other similar fiduciary accounting matters. The firm also extensively handles trust administration including matters involving the administration of a revocable trust after the grantor’s/settlor’s death.
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