12/13/2025
Yesterday I had a long and stressful, yet great day at work. I've been working on a probate case in FL where some bad people (including two lawyers, no less!) tried to take the assets of an estate, i.e., two condominiums and a car, and deprive the rightful heirs of their distributions. I was retained by NY officials who had the NY aspect of the case under way, but learned just a few months ago that there were assets in FL that had to be addressed. Except those assets were about to be turned over to the people who were not entitled to them, including one of the lawyers with the other lawyer's help. Let's just say this case involved the worst case of fraud in a probate matter that I've ever seen in my 30 years of practicing in this area.
I intervened in the case on behalf of the NY officials, stopped the order distributing the assets and worked really hard to piece together the facts of what took place, using various experts (title companies, private investigators) and finding public records that helped tell the story. Of course the lawyers and their clients were totally uncooperative.
The judge ordered us to mediation, and I was able to control the selection of the mediator. I selected a mediator who had deep expertise in not only probate matters, but also criminal law, which was also implicated in the case.
Yesterday we mediated the case from 10 am to 7:30 pm, a truly exhausting day! We were able to get everything returned to the estate, get rid of the bad guys and get our people approved to take over the file and bring the case to a rightful conclusion. I will stay on to conclusion.
I tell you this because I cannot stress how important it is to be diligent in your own personal affairs, make sure your papers are in order, and have the proper professionals help you get your legal affairs in proper form. Too many times I see people who want to do things themselves, thinking they can save a buck. But in this case, if things were handled properly while the decedent was alive, we could have avoided tens of thousands of dollars in expenses to this estate. I'm just at least happy that we got a great result, and I thank my colleagues on my side of the equation who helped make this happen.