{"id":3563,"date":"2026-10-22T04:26:51","date_gmt":"2026-10-22T04:26:51","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trust-litigation-attorney-trustee-defense-florida\/"},"modified":"2026-10-27T14:41:08","modified_gmt":"2026-10-27T14:41:08","slug":"trust-litigation-attorney-trustee-defense-florida","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trust-litigation-attorney-trustee-defense-florida\/","title":{"rendered":"Defending a Trustee Against Beneficiary Lawsuits in Florida"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull is-dark chg-hero\" style=\"min-height:460px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-70 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(90deg,rgba(32,36,46,1) 0%,rgba(32,36,46,1) 55%,rgba(32,36,46,0.7) 100%)\"><\/span><img class=\"wp-block-cover__image-background wp-image-3561\" alt=\"Legal documents, a gavel, and law books arranged on a wooden desk in an office setting.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo.jpg 1376w\" sizes=\"(max-width: 825px) 825px, 100vw\" fetchpriority=\"high\" decoding=\"async\"\/><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"chg-eyebrow has-base-color has-text-color wp-block-paragraph\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Trust Litigation | Coral Gables, Florida<\/p><h1 class=\"wp-block-heading has-base-color has-text-color\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Facing a Beneficiary Lawsuit as a Trustee? Start With a Clear Defense<\/h1><p class=\"has-base-color has-text-color wp-block-paragraph\" style=\"font-size:clamp(0.875rem, 0.875rem + ((1vw - 0.2rem) * 0.769), 1.25rem);text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Trust Counsel, PL focuses on trust litigation and represents trustees, personal representatives and beneficiaries in Florida probate and trust disputes. Leslie V. Marenco is the responsible lawyer for this page. Your first consultation is free, confidential and comes with no obligation to continue.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call or call (305) 707-7126<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call or call (305) 707-7126<\/a><\/div><\/div>\n<\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:0.85rem;color:#6b7280;margin-bottom:1.5rem\">By Leslie V. Marenco \u00b7 Published October 22, 2026<\/p>\n\n<article lang=\"en\">\n\n\n<p>A beneficiary lawsuit against a trustee asks a Florida court to review how the trustee ran the trust. Defending a trustee against beneficiary lawsuit claims in Florida starts with the trust document, the records and a prompt, careful response. This page covers the common claims, the positions a trustee can raise, the records to keep now and how a defense is usually organized. Trust Counsel, PL is a Coral Gables firm that represents trustees, personal representatives and beneficiaries in Florida trust and estate disputes. Leslie V. Marenco is the responsible lawyer for this page.<\/p>\n<h2>What a Beneficiary Lawsuit Against a Trustee Is<\/h2>\n<p>A beneficiary lawsuit against a trustee is a court filing, usually a petition or complaint, about the trustee&#8217;s conduct. Trust questions in Florida depend on the terms of the trust and the facts of each matter. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1001.html\">Fla. Stat. \u00a7 736.1001<\/a>, a trustee&#8217;s violation of a duty owed to a beneficiary is a breach of trust.<\/p>\n<p>Not every dispute starts in court. Many start with a demand letter or a threat to sue. A formal petition is already before the court and carries court deadlines. Each one calls for a response, and an early response matters.<\/p>\n<p>Some time limits run from what the trustee disclosed and when. Your own paperwork can start the clock, so review every notice you sent. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1008.html\">Fla. Stat. \u00a7 736.1008<\/a> sets out those rules.<\/p>\n<p>This page is written for trustees, successor trustees, co-trustees and personal representatives who have been named or threatened. Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative. The firm advises and represents trustees, personal representatives and beneficiaries from its Coral Gables office. If a matter falls outside this practice, the firm may refer it to another lawyer or firm.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<p class=\"wp-block-paragraph\">If a beneficiary has just served you with a petition or demanded answers about how you ran the trust, you don&#x27;t have to sort out the deadlines alone. Reach out and we&#x27;ll talk through your position. Talk it through with Trust Counsel, PL &#8212; the first consultation is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free consultation<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free consultation<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-legal-workspace-with-a-lady-justice-statue-case-documents-photo-1.jpg\" alt=\"A legal workspace with a Lady Justice statue, stacked documents, and a laptop on a desk.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Claims Beneficiaries Commonly Bring Against Trustees<\/h2>\n<p>Beneficiaries most often allege breach of duty, failure to account, self-dealing, poor investing or unequal distributions. Each claim needs its own proof. The common ones include:<\/p>\n<ul>\n<li><strong>Breach of duty.<\/strong> A trustee must administer the trust solely in the beneficiaries&#8217; interests, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0802.html\">Fla. Stat. \u00a7 736.0802<\/a>. The trustee must also act as a prudent person would, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0804.html\">Fla. Stat. \u00a7 736.0804<\/a>.<\/li>\n<li><strong>Failure to account.<\/strong> Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0813.html\">\u00a7 736.0813(1)(d)<\/a>, a trustee of an irrevocable trust must provide a trust accounting to each qualified beneficiary at least annually and on termination of the trust or on change of the trustee, subject to the exceptions stated in that section. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0813.html\">Fla. Stat. \u00a7 736.0813<\/a> sets that duty. Late or missing accountings often lead to a petition.<\/li>\n<li><strong>Self-dealing.<\/strong> Section 736.0813 does not cover self-dealing or its exceptions. It requires the trustee to keep the qualified beneficiaries reasonably informed of the trust and its administration, but while a trust is revocable, the trustee&#8217;s duties under this section extend only to the settlor.<\/li>\n<li><strong>Investment losses.<\/strong> Beneficiaries may claim poor decisions cost the trust value.<\/li>\n<li><strong>Distributions and fees.<\/strong> Beneficiaries may challenge unequal payouts or fees the trustee took.<\/li>\n<\/ul>\n<p>The label alone does not decide a case. Each claim turns on the trust document, the facts and the records. An accounting that shows every transaction is often the starting point. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.08135.html\">Fla. Stat. \u00a7 736.08135<\/a> requires an accounting to show all cash and property transactions, including compensation paid to the trustee.<\/p>\n<h2>Defenses and Positions a Trustee Can Raise<\/h2>\n<p>A trustee can raise defenses based on the trust terms, the notices sent, the beneficiary&#8217;s own consent and reasonable reliance. These are possible positions, not promises. The strongest one turns on the trust terms and the record.<\/p>\n<ul>\n<li><strong>Reliance on the trust terms.<\/strong> A trustee who acts in reasonable reliance on the trust instrument is not liable for a breach to the extent the reliance caused it. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1009.html\">Fla. Stat. \u00a7 736.1009<\/a>.<\/li>\n<li><strong>Timely disclosure.<\/strong> Under Fla. Stat. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1008.html\">\u00a7 736.1008(2)<\/a>, unless sooner barred by adjudication, consent or limitations, a beneficiary&#8217;s claim against a trustee for breach of trust on a matter adequately disclosed in a trust disclosure document is barred unless a proceeding is commenced within 6 months after receipt, from the trustee or a trust director, of the trust disclosure document or a limitation notice that applies to that document, whichever is received later. Proof of what was actually sent matters.<\/li>\n<li><strong>Consent or release.<\/strong> A trustee is not liable if the beneficiary consented to, released or ratified the conduct, unless the consent, release, or ratification was induced by improper conduct of the trustee or, at the time, the beneficiary did not know of the beneficiary\u2019s rights or of the material facts relating to the breach. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1012.html\">Fla. Stat. \u00a7 736.1012<\/a>. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1012.html\">Fla. Stat. \u00a7 736.1012<\/a>.<\/li>\n<li><strong>Personal exposure.<\/strong> A trustee is personally liable for certain torts or obligations from trust property only if personally at fault. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1013.html\">Fla. Stat. \u00a7 736.1013<\/a>. The trust&#8217;s exposure and the trustee&#8217;s personal exposure are separate questions.<\/li>\n<li><strong>Narrowing the dispute.<\/strong> Showing where funds went and correcting errors can shrink the amount in question.<\/li>\n<\/ul>\n<h2>Records a Trustee Should Preserve Now<\/h2>\n<p>A trustee should keep every record that shows what the trust held and what was done with it. Start now, before any filing.<\/p>\n<ul>\n<li>The trust instrument, every amendment, restatement and schedule, and any earlier version you hold.<\/li>\n<li>Bank, brokerage and account statements, ledgers, receipts and invoices for the full period in dispute.<\/li>\n<li>Tax returns, trust filings and records of each distribution.<\/li>\n<li>Correspondence with beneficiaries, advisors and co-fiduciaries, including emails and text messages.<\/li>\n<li>Investment records, advisor agreements and notes on major decisions.<\/li>\n<li>Proof of every disclosure, accounting and notice you sent, with dates and delivery records.<\/li>\n<\/ul>\n<p>Do not delete or alter files. Keep devices and accounts as they are. Don&#8217;t answer a beneficiary&#8217;s demand on your own before reviewing the documents with counsel. A short written reply can fix a position on the record.<\/p>\n<h2>How a Trustee Defense Typically Proceeds<\/h2>\n<p>A trustee defense usually moves through review, records, response, discovery and resolution. This order is typical, not fixed.<\/p>\n<ol>\n<li><strong>Initial review.<\/strong> A confidential consultation covers the petition or demand, the trust instrument and the account history.<\/li>\n<li><strong>Preservation and reconciliation.<\/strong> The firm collects records, builds an accounting for the disputed period and identifies gaps.<\/li>\n<li><strong>Response.<\/strong> The trustee answers the petition or responds to the demand by the deadline the court or the claim sets.<\/li>\n<li><strong>Discovery.<\/strong> Both sides exchange documents and answer written questions. Depositions are taken where needed.<\/li>\n<li><strong>Resolution.<\/strong> The matter may end through negotiation, mediation or a court hearing. Each path is weighed against the trust terms and the trustee&#8217;s exposure.<\/li>\n<\/ol>\n<p>Timing varies with the court&#8217;s schedule, the claims and the records. No timeline is promised.<\/p>\n<h2>Why Trust Counsel, PL for the Trustee&#8217;s Side<\/h2>\n<p>Trust Counsel, PL focuses on Florida trust and estate disputes. The firm&#8217;s work is organized around the duties each role carries, whether the client is a trustee, a personal representative or a beneficiary.<\/p>\n<ul>\n<li>The firm&#8217;s only office is in Coral Gables. We serve clients in Fort Lauderdale, Boca Raton, West Palm Beach, Doral, Kendall, Pinecrest, Key Biscayne and Aventura.<\/li>\n<li>Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative.<\/li>\n<li>Leslie V. Marenco is the responsible lawyer for this page. Tanya Vega is also among the firm&#8217;s lawyers. The firm has more than one lawyer and support staff.<\/li>\n<li>No result or outcome is promised. Each matter depends on its own documents and facts.<\/li>\n<\/ul>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Not sure what your next step is?<\/h3><p class=\"wp-block-paragraph\">Talk it through with Trust Counsel, PL &#8212; the first consultation is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free consultation<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free consultation<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/close-up-of-a-legal-document-stamped-innocent-beside-a-gavel-photo.jpg\" alt=\"Close-up of a legal document stamped &quot;Innocent&quot; beside a gavel on a wooden desk.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Common Questions About Trustee Defense in Florida<\/h2><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a trustee be personally liable?<\/summary><p class=\"wp-block-paragraph\">A trustee who commits a breach of trust owes the greater of the amount needed to restore the trust or the profit made from the breach. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1002.html\">Fla. Stat. \u00a7 736.1002<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Should a trustee resign after a petition?<\/summary><p class=\"wp-block-paragraph\">Whether to resign depends on the facts, the trust terms and the court&#8217;s involvement. The court may suspend or remove a trustee as a remedy for breach. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1001.html\">Fla. Stat. \u00a7 736.1001<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can the trust pay the trustee&#8217;s legal fees?<\/summary><p class=\"wp-block-paragraph\">Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1004.html\">\u00a7 736.1004<\/a>, in all actions for breach of fiduciary duty or challenging the exercise of, or failure to exercise, a trustee&#8217;s powers, and in proceedings arising under ss. 736.0410-736.0417, the court shall award taxable costs as in chancery actions, including attorney fees and guardian ad litem fees, and in its discretion it can direct payment from a party&#8217;s interest, if any, in the trust or enter a judgment that may be satisfied from the party&#8217;s other property, or both. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1004.html\">Fla. Stat. \u00a7 736.1004<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>How long does a beneficiary have to sue?<\/summary><p class=\"wp-block-paragraph\">The answer turns on what was disclosed and how. For adequately disclosed matters, the 6-month period runs from receipt of the trust disclosure document or of an applicable limitation notice, whichever is received later; claims about matters not adequately disclosed are subject to the limitations rules in <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1008.html\">\u00a7 736.1008<\/a> and in chapter 95, so the deadline depends on the facts of the matter.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Does sending statements end a claim?<\/summary><p class=\"wp-block-paragraph\">Not automatically. The timing rules depend on what was disclosed, to whom, and when.<\/p><p>If a beneficiary has just served you with a petition or demanded answers about how you ran the trust, you don&#8217;t have to sort out the deadlines alone. Book a free first consultation, which is confidential and carries no obligation to continue. Call (305) 707-7126 or <a href=\"https:\/\/trustcounsel.com\/contact\/\">schedule online<\/a>.<\/p><\/details><\/article>\n<footer class=\"disclaimer\"><em>Trust Counsel, PL, 201 Alhambra Circle, Suite 802, Coral Gables, FL 33134. The information provided on this website is for general informational purposes only and should not be construed as legal advice for any individual case or situation. Viewing this website does not create an attorney-client relationship, nor is it intended to do so.<\/em><\/footer>\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">How the Firm Approaches Trustee Defense<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--shield\"><\/span><\/p><h3 class=\"wp-block-heading\">Trust litigation focus<\/h3><p class=\"wp-block-paragraph\">The firm focuses on trust litigation, including claims brought by beneficiaries and heirs against the trustee.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Review of the trust record<\/h3><p class=\"wp-block-paragraph\">We examine the trust instrument, accountings, distributions and communications before deciding how to respond.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--users\"><\/span><\/p><h3 class=\"wp-block-heading\">Advice for trustees and fiduciaries<\/h3><p class=\"wp-block-paragraph\">The firm advises and represents trustees, personal representatives and beneficiaries. Trust Counsel&#x27;s attorneys can serve individually as trustee or personal representative.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--location\"><\/span><\/p><h3 class=\"wp-block-heading\">Coral Gables office<\/h3><p class=\"wp-block-paragraph\">Our only office is in Coral Gables. We serve clients in Fort Lauderdale, Boca Raton, West Palm Beach, Doral, Kendall, Pinecrest, Key Biscayne and Aventura.<\/p><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Do Not Ignore the Demand or the Petition<\/h3><p class=\"wp-block-paragraph\">A letter from a beneficiary&#x27;s lawyer or a court petition can move quickly. Speak with counsel before you respond, sign anything or make distributions that a beneficiary may dispute.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Call (305) 707-7126<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Call (305) 707-7126<\/a><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-surface-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">Common Steps When a Trustee Is Sued<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Confirm the claims<\/h3><p class=\"wp-block-paragraph\">Identify what the beneficiary alleges, which parts of the trust are involved and what relief is being requested.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Preserve the records<\/h3><p class=\"wp-block-paragraph\">Gather the trust documents, account statements, tax filings and correspondence that show how the trust has been administered.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Respond in court<\/h3><p class=\"wp-block-paragraph\">Prepare the answer or other responsive filings and address the petition in the proper Florida court.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Evaluate resolution options<\/h3><p class=\"wp-block-paragraph\">Consider whether mediation, negotiation or another path may suit the trust and the trustee, based on the facts of your matter.<\/p><\/div><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-base-color has-primary-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-4d466591 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--primary,#20242e);color:var(--wp--preset--color--base,#ffffff);padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center has-base-color has-text-color\">Talk With Trust Counsel About Your Trustee Defense<\/h2>\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-0aa01211 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free, confidential strategy call<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free, confidential strategy call<\/a><\/div><\/div>\n<\/div>\n\n<h2 class=\"wp-block-heading\">Related practice areas<\/h2><ul class=\"wp-block-list\"><li><a href=\"\/resources\/trust-litigation-attorney\/\">Trust Litigation Attorney<\/a><\/li><\/ul>\n<!-- chg:section-siblings -->\n<nav aria-label=\"More in this section\">\n<h2>More in this section<\/h2>\n<ul><li><a href=\"\/resources\/trust-litigation-attorney\/trust-litigation-law-firm-boca-raton\/\">Trust Litigation Law Firm Boca Raton<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trust-litigation-law-firm-doral\/\">Trust Litigation Law Firm Doral<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trust-litigation-law-firm-fort-lauderdale\/\">Trust Litigation Law Firm Fort Lauderdale<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trust-litigation-law-firm-kendall\/\">Trust Litigation Law Firm Kendall<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trust-litigation-law-firm-key-biscayne\/\">Trust Litigation Law Firm Key Biscayne<\/a><\/li><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Trustee facing a beneficiary petition in Florida? Learn the common claims, possible defenses and records to preserve now. Book a free, confidential consultation.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":27,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"chg_review":"","chg_sendback":"","chg_canonical":"","chg_lang":"","chg_hreflang":"[{\"hreflang\": \"en\", \"href\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trust-litigation-attorney-trustee-defense-florida\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/abogado-litigios-fideicomisos\/abogado-defensa-fiduciarios-florida\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trust-litigation-attorney-trustee-defense-florida\/\"}]","chg_jsonld":"[{\"@context\": \"https:\/\/schema.org\", \"speakable\": {\"@type\": \"SpeakableSpecification\", \"cssSelector\": [\"article > p:first-of-type\", \".wp-block-details p\", \"article > h1\"]}, \"author\": {\"@type\": \"Person\", \"name\": \"Leslie V. 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See Fla. Stat. \u00a7 736.1002.\"}}, {\"@type\": \"Question\", \"name\": \"Should a trustee resign after a petition?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Whether to resign depends on the facts, the trust terms and the court's involvement. The court may suspend or remove a trustee as a remedy for breach. See Fla. Stat. \u00a7 736.1001.\"}}, {\"@type\": \"Question\", \"name\": \"Can the trust pay the trustee's legal fees?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Under \u00a7 736.1004, in all actions for breach of fiduciary duty or challenging the exercise of, or failure to exercise, a trustee's powers, and in proceedings arising under ss. 736.0410-736.0417, the court shall award taxable costs as in chancery actions, including attorney fees and guardian ad litem fees, and in its discretion it can direct payment from a party's interest, if any, in the trust or enter a judgment that may be satisfied from the party's other property, or both. See Fla. Stat. \u00a7 736.1004.\"}}, {\"@type\": \"Question\", \"name\": \"How long does a beneficiary have to sue?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"The answer turns on what was disclosed and how. For adequately disclosed matters, the 6-month period runs from receipt of the trust disclosure document or of an applicable limitation notice, whichever is received later; claims about matters not adequately disclosed are subject to the limitations rules in \u00a7 736.1008 and in chapter 95, so the deadline depends on the facts of the matter.\"}}, {\"@type\": \"Question\", \"name\": \"Does sending statements end a claim?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Not automatically. The timing rules depend on what was disclosed, to whom, and when.If a beneficiary has just served you with a petition or demanded answers about how you ran the trust, you don't have to sort out the deadlines alone. Book a free first consultation, which is confidential and carries no obligation to continue. Call (305) 707-7126 or schedule online.\"}}], \"@type\": [\"Article\", \"FAQPage\"], \"image\": \"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/legal-documents-a-gavel-and-law-books-arranged-on-a-wooden-d-photo.jpg\"}, {\"name\": \"Defending a Trustee Against Beneficiary Lawsuits in Florida\", \"@type\": \"WebPage\", \"about\": [\"Trustee defense\", \"Beneficiary petitions against trustees\", \"Florida Trust Code, chapter 736, Florida Statutes\"], \"author\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Trustees, successor trustees, co-trustees and personal representatives who have been served with, or threatened with, a beneficiary claim\"}, \"isPartOf\": {\"@id\": \"https:\/\/trustcounsel.com\/#website\", \"@type\": \"WebSite\"}, \"publisher\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"inLanguage\": \"en-US\", \"description\": \"Explains the claims beneficiaries commonly bring against Florida trustees, the defenses and positions a trustee can raise, the records to preserve now, and how a trustee defense is typically organized.\", \"@context\": \"https:\/\/schema.org\"}, {\"name\": \"Trustee Defense in Beneficiary Lawsuits\", \"@type\": \"Service\", \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Trustees, successor trustees, co-trustees, personal representatives and, in related matters, beneficiaries\"}, \"provider\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"areaServed\": {\"name\": \"Florida\", \"@type\": \"State\"}, \"description\": \"Legal representation of trustees and personal representatives responding to beneficiary petitions, demand letters and threatened claims alleging breach of fiduciary duty, failure to account, self-dealing, imprudent investment or improper distributions under Florida law.\", \"serviceType\": \"Trust and estate litigation defense for trustees and personal representatives\", \"termsOfService\": \"No outcome, recovery or result is promised. 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