{"id":3908,"date":"2026-10-24T04:57:26","date_gmt":"2026-10-24T04:57:26","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/elder-financial-exploitation-trustee-agent-florida-lawsuit\/"},"modified":"2026-10-28T07:49:56","modified_gmt":"2026-10-28T07:49:56","slug":"elder-financial-exploitation-trustee-agent-florida-lawsuit","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/elder-financial-exploitation-trustee-agent-florida-lawsuit\/","title":{"rendered":"Trustee Took Money From Elderly Parent 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-60 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-3905\" alt=\"Empty wooden desk with a closed folder, pen, and reading glasses beside a window overlooking a Florida palm-lined street.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/empty-wooden-desk-with-a-closed-folder-pen-and-reading-glass-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)\">Probate &amp; 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)\">A Trustee Took Money From Your Elderly Parent? There Are Steps You Can Take Now.<\/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)\">Leslie V. Marenco and the Trust Counsel, PL team focus on trust and probate litigation for beneficiaries, heirs and family members in Florida, including cases where a trustee&#x27;s handling of an elderly parent&#x27;s money is in question. Our only office is in Coral Gables.<\/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 24, 2026<\/p>\n\n<article lang=\"en\">\n\n\n<p>When a family suspects a trustee or agent is misusing an elderly parent&#8217;s money, the law gives them several lawful paths. Families who search for &#8220;trustee took money from elderly parent Florida&#8221; usually need answers fast. This guide explains the warning signs, the duties these fiduciaries owe, and the evidence that tends to matter. Trust Counsel, PL is a trusts and estates law firm with its only office in Coral Gables, Florida.<\/p>\n<h2>What elder financial exploitation by a trustee or agent means in Florida<\/h2>\n<p>Elder financial exploitation happens when a trustee or agent uses an older person&#8217;s money or property for their own benefit, or in a way the person never agreed to. A trustee manages assets under a trust document. An agent manages money under a durable power of attorney. The two roles follow different laws and offer different claims, so this guide treats them separately.<\/p>\n<p>Family members, not the parent, usually raise these concerns. Adult children, siblings and other beneficiaries often notice changes first. A parent with Alzheimer&#8217;s disease or other cognitive decline may not notice a transfer, may not understand a document, or may feel too embarrassed to speak up.<\/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<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\/papers-a-pen-and-a-calculator-arranged-on-a-wooden-desk-in-a-photo.jpg\" alt=\"Papers, a pen, and a calculator arranged on a wooden desk in a home office.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Warning signs that an elderly parent&#8217;s money may be misused<\/h2>\n<p>The clearest signs are unexplained money movement and sudden changes to accounts. Watch for these patterns:<\/p>\n<ul>\n<li>Withdrawals, wire transfers or checks to the fiduciary, to relatives, or to accounts the parent never opened.<\/li>\n<li>New signers, changed account titles, a changed home title, or new beneficiary designations.<\/li>\n<li>Unpaid bills or shutoff notices while the account balance falls.<\/li>\n<li>A fiduciary who won&#8217;t provide statements, an accounting or a copy of the trust, or who limits family contact with the parent.<\/li>\n<li>Pressure to sign papers quickly, especially papers that appear after the parent&#8217;s health declined.<\/li>\n<\/ul>\n<p>One sign rarely proves wrongdoing. A pattern over several months deserves a closer look.<\/p>\n<h2>Duties a Florida trustee and agent owe, and what they must disclose<\/h2>\n<p>A Florida trustee must keep qualified beneficiaries reasonably informed. An agent must keep records of every transaction. Family members often have questions about these duties and how they apply to their situation.<\/p>\n<ul>\n<li><strong>Notice.<\/strong> For an irrevocable trust, the trustee must notify qualified beneficiaries within 60 days after learning the trust exists, or after learning a formerly revocable trust has become irrevocable. This notice rule does not apply to an irrevocable trust created before the effective date of this code. The notice covers the settlor&#8217;s identity and the right to request a copy of the trust.<\/li>\n<li><strong>Copies and information.<\/strong> On reasonable request, the trustee must give a complete copy of the trust and relevant information about its assets and administration. <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><\/li>\n<li><strong>Loyalty.<\/strong> A trustee must administer the trust solely in the beneficiaries&#8217; interests.<\/li>\n<\/ul>\n<p>While a trust is revocable, the trustee&#8217;s duties generally run only to the settlor.<\/p>\n<h2>Legal options when a trustee or agent has taken money<\/h2>\n<p>Florida law gives beneficiaries and other interested people civil remedies when a fiduciary breaks a duty. The right option depends on whether the arrangement is a trust or a power of attorney.<\/p>\n<ul>\n<li><strong>Breach of trust.<\/strong> A claim that a trustee failed to follow the trust terms or the duties Florida law imposes.<\/li>\n<li><strong>Removal.<\/strong> A request asking a court to remove a fiduciary.<\/li>\n<li><strong>Agent claims.<\/strong> A court may review an agent&#8217;s conduct, terminate the agent&#8217;s authority, or remove the agent. In these petitions, the court shall award reasonable attorney fees and costs.<\/li>\n<li><strong>Restoration.<\/strong> A claim seeking to return trust property or its value to the trust.<\/li>\n<li><strong>Emergency relief.<\/strong> Florida&#8217;s probate rules include a form petition for an injunction against exploitation of a vulnerable adult, with a section for freezing assets. <a href=\"https:\/\/www-media.floridabar.org\/uploads\/2026\/10\/Probate-Rules-10-01-26.pdf#page=399\">Florida Probate Rule 5.920 forms<\/a><\/li>\n<\/ul>\n<p>Civil claims and criminal cases run on separate tracks. Which track fits depends on the facts.<\/p>\n<h2>Evidence used to prove financial exploitation in a Florida case<\/h2>\n<p>Proof usually comes from four places: the governing document, the money trail, the parent&#8217;s health records, and a dated timeline. Start gathering early, because accounts can change quickly.<\/p>\n<ul>\n<li><strong>Documents.<\/strong> The trust, the power of attorney, any amendments, the will, and beneficiary designations.<\/li>\n<li><strong>Money records.<\/strong> Bank and brokerage statements, check images, wire records, and transfers to the fiduciary or related parties.<\/li>\n<li><strong>Health and capacity records.<\/strong> Notes showing the parent&#8217;s condition on key dates, including records tied to Alzheimer&#8217;s disease or other cognitive decline.<\/li>\n<li><strong>Timeline.<\/strong> Who had access, who handled the money, and when unusual activity began.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2116.html\">Fla. Stat. \u00a7 709.2116<\/a> provides that when an agent&#8217;s exercise of a power is challenged in a judicial proceeding on the ground of a conflict of interest, and evidence shows that the agent or an affiliate had a personal interest in that exercise, the agent or affiliate has the burden of proving, by clear and convincing evidence, that the agent acted solely in the interest of the principal, or in good faith in the principal&#8217;s best interest where the conflict of interest was expressly authorized in the power of attorney. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2116.html\">Fla. Stat. \u00a7 709.2116<\/a><\/p>\n<h2>How a Florida exploitation matter typically moves forward<\/h2>\n<p>The first practical step is usually a written request for records, after a confidential review of the documents. A typical matter follows four steps.<\/p>\n<ol>\n<li><strong>Confidential review.<\/strong> The firm reviews the parent&#8217;s documents and your concerns in a private conversation.<\/li>\n<li><strong>Records.<\/strong> The family collects statements and sends a written request for an accounting or information.<\/li>\n<li><strong>Remedies.<\/strong> The team weighs whether a removal petition, emergency relief, a damages claim or an agent petition fits the facts.<\/li>\n<li><strong>Filing.<\/strong> If needed, a court case can involve discovery, depositions and hearings. Timing varies with the court&#8217;s schedule.<\/li>\n<\/ol>\n<p>When a sibling is taking advantage of a parent, the same steps apply. Concerns can go to the trustee or agent in writing. Any other interested person may petition the court if they demonstrate to the court&#8217;s satisfaction that they are interested in the welfare of the principal and have a good faith belief that the court&#8217;s intervention is necessary. Some matters may be referred to another lawyer or firm, and the firm will say so if that applies.<\/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<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<h2>Why families bring these matters to Trust Counsel<\/h2>\n<p>Trust Counsel, PL concentrates in probate litigation, trust litigation and guardianship matters. Its only office is in Coral Gables, Florida.<\/p>\n<p>The firm advises and represents trustees, personal representatives and beneficiaries. Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative.<\/p>\n<p>Leslie V. Marenco is the responsible lawyer for this page. Tanya Vega is also a lawyer at the firm.<\/p>\n<p>We serve clients in Fort Lauderdale, Boca Raton, West Palm Beach, Doral, Kendall, Pinecrest, Key Biscayne and Aventura. Every matter turns on its own facts, so each one is reviewed individually.<\/p>\n<h2>Frequently asked questions about trustee and agent exploitation in Florida<\/h2>\n<h3>Elderly abuse in Florida<\/h3><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What should I do if a trustee took money from elderly parent Florida accounts?<\/summary><p>Keep every record, ask for an accounting in writing, and write a dated timeline. If court action may be needed, certain persons, including the principal, the agent, a fiduciary acting for the principal, and any other interested person who demonstrates to the court&#8217;s satisfaction that they are interested in the principal&#8217;s welfare and has a good faith belief that court intervention is necessary, can petition under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2116.html\">Fla. Stat. \u00a7 709.2116<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What are signs of elder financial abuse?<\/summary><p>Look for unexplained transfers, new account signers, unpaid bills, and a fiduciary who withholds records. Look at the pattern, not a single event.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What evidence is needed to prove elder abuse?<\/summary><p>Gather the governing document, money records, health records from key dates, and a timeline. Some claims require clear and convincing evidence under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0772\/Sections\/0772.11.html\">Fla. Stat. \u00a7 772.11<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Is a free first consultation available?<\/summary><p>Yes. The first consultation is free, confidential, and carries no obligation to continue.<\/p><\/details>\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/smiling-senior-man-in-a-suit-and-eyeglasses-counts-cash-at-a-photo.jpg\" alt=\"Smiling senior man in a suit and eyeglasses counts cash at a wooden table beside a laptop and a cup.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Talk with Trust Counsel about your parent&#8217;s accounts<\/h2>\n<p>A confidential conversation can help identify which records and remedies fit your parent&#8217;s facts. If you are watching money move while the answers stay vague, you are likely deciding under real stress. Bring the trust or power of attorney, recent statements, and a short timeline. Call (305) 707-7126, or <a href=\"https:\/\/trustcounsel.com\/contact\/\">schedule a strategy call online<\/a>.<\/p>\n\n<\/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 Trust Counsel Can Help<\/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--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Review of the Records<\/h3><p class=\"wp-block-paragraph\">We look at the trust documents, bank statements, transfers and other records to understand what was done with your parent&#x27;s money.<\/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--shield\"><\/span><\/p><h3 class=\"wp-block-heading\">Demand for an Accounting<\/h3><p class=\"wp-block-paragraph\">We help family members request a written accounting from the trustee and evaluate whether the explanation is complete.<\/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 Family Members<\/h3><p class=\"wp-block-paragraph\">We advise beneficiaries, heirs and other interested family members on their options, including how to communicate with the trustee and other relatives.<\/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--info\"><\/span><\/p><h3 class=\"wp-block-heading\">Court Action, If Needed<\/h3><p class=\"wp-block-paragraph\">If the matter cannot be resolved informally, we discuss whether a court petition is appropriate and what it would involve.<\/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\">Important: Act Carefully<\/h3><p class=\"wp-block-paragraph\">Do not move, withdraw or hide your parent&#x27;s funds on your own, and do not confront the trustee in a way that could destroy evidence. Save every statement, email and text, and write down what you remember with dates. Get legal advice before taking formal steps.<\/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\">Steps to Consider Right Away<\/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\">Keep Every Record<\/h3><p class=\"wp-block-paragraph\">Collect trust documents, account statements, checks, letters and communications about your parent&#x27;s finances.<\/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\">Request an Accounting in Writing<\/h3><p class=\"wp-block-paragraph\">A written request creates a clear record of what you asked for and how the trustee responded.<\/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\">Build a Dated Timeline<\/h3><p class=\"wp-block-paragraph\">List each transaction or concern with its date, amount and source. A timeline helps an attorney understand the facts quickly.<\/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\">Speak With a Florida Attorney<\/h3><p class=\"wp-block-paragraph\">Trust Counsel, PL can review your situation and explain the possible paths forward during a free first consultation.<\/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 Parent&#x27;s Trust. Your Free First Consultation Is Confidential and Comes With No Obligation to Continue.<\/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 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>\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><li><a href=\"\/resources\/trust-litigation-attorney\/how-to-get-copy-of-trust-florida\/\">How Do I Get a Copy of a Trust in Florida?<\/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\/estate-litigation-attorney-for-heirs\/\">Estate Litigation Attorney for Heirs Who Are Left Out of a Florida Estate<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/evidence-trust-fraud-florida\/\">Evidence for Trust Fraud in Florida: Records a Beneficiary Should Preserve<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/florida-statute-736-0813-trustee-report\/\">What Florida Statute 736.0813 Requires a Trustee to Report<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/foreign-family-trust-dispute-florida\/\">Florida Trust Disputes for Out-of-State and Foreign Families<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/forged-signature-will-florida-handwriting-examination\/\">Proving a Forged Signature on a Will in Florida: How a Handwriting Examination Works<\/a><\/li><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Think a trustee or agent took money from your elderly parent? Learn Florida&#8217;s warning signs, duties, legal remedies and evidence from Trust Counsel, PL.<\/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\/elder-financial-exploitation-trustee-agent-florida-lawsuit\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/abogado-litigios-fideicomisos\/explotacion-financiera-ancianos-fiduciario-demanda-florida\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/elder-financial-exploitation-trustee-agent-florida-lawsuit\/\"}]","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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