{"id":4055,"date":"2026-10-25T03:27:46","date_gmt":"2026-10-25T03:27:46","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-also-beneficiary-conflict-florida\/"},"modified":"2026-10-27T14:35:32","modified_gmt":"2026-10-27T14:35:32","slug":"trustee-also-beneficiary-conflict-florida","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-also-beneficiary-conflict-florida\/","title":{"rendered":"Trustee Also a Beneficiary Conflict Florida | Trust Counsel"},"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-4054\" alt=\"Probate court hallway in Florida where beneficiaries and their attorneys review settlement papers before a hearing.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-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 and Estate Disputes | 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)\">When Your Trustee Is Also a Beneficiary, Conflicts Need Careful Review<\/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)\">Florida law still requires a trustee who is also a beneficiary to act loyally and impartially. Leslie V. Marenco and the Trust Counsel, PL attorneys in Coral Gables represent beneficiaries, heirs and trustees in trust disputes.<\/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<\/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<\/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<h2>Short Answer: Can a Trustee Also Be a Beneficiary in Florida?<\/h2>\n<p>Yes. How the roles of trustee and beneficiary are arranged depends on the terms of each trust document. A trustee who is also a beneficiary is not automatically in breach. The problem starts when the trustee&#8217;s personal interest drives a decision that should serve all the beneficiaries. That question sits at the center of most trustee is also a beneficiary conflict Florida disputes.<\/p>\n<p>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>, a trustee must administer the trust solely in the interests of the beneficiaries. A violation of a duty owed to a beneficiary is a breach of trust 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>.<\/p>\n<p>Trust Counsel, PL is a trusts and estates law firm with its only office in Coral Gables, Florida. Leslie V. Marenco is the responsible lawyer for this page.<\/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 trustee is selling trust property to themselves or your distributions have shrunk, you do not have to sort out your options alone. 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-lawyer-meets-with-clients-at-a-desk-covered-in-documents-a-photo-1.jpg\" alt=\"Attorney meets with clients at a desk, with documents and coffee on the table.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Who This Page Is For and What the Conflict Looks Like<\/h2>\n<p>This page is for beneficiaries, heirs and co-beneficiaries who believe a trustee is putting personal gain first. It also helps trustees who are beneficiaries and want to know the limits on their own conduct.<\/p>\n<p>Common conflict patterns include:<\/p>\n<ul>\n<li>Buying trust property at a price the other beneficiaries never approved.<\/li>\n<li>Leasing trust property to the trustee or to a business the trustee owns.<\/li>\n<li>Paying the trustee more than the trust allows or more than is reasonable.<\/li>\n<li>Delaying distributions to other beneficiaries while the trustee keeps receiving payments.<\/li>\n<li>Choosing investments that help the trustee&#8217;s own holdings.<\/li>\n<\/ul>\n<p>If the trust does not set a fee, a trustee gets reasonable pay for the work. A fee problem is a separate issue from the loyalty question.<\/p>\n<p>Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative. The firm advises and represents trustees, personal representatives and beneficiaries.<\/p>\n<h2>The Florida Duties of Loyalty and Impartiality<\/h2>\n<p>A trustee must act for the beneficiaries alone and treat them fairly. These duties apply even when the trustee also takes a benefit from the trust.<\/p>\n<ul>\n<li><strong>Loyalty.<\/strong> The trustee must administer the trust solely in the interests of the beneficiaries (<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>).<\/li>\n<li><strong>Impartiality.<\/strong> With two or more beneficiaries, the trustee must act impartially and give due regard to each beneficiary&#8217;s interests (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0803.html\">Fla. Stat. \u00a7 736.0803<\/a>).<\/li>\n<li><strong>Information.<\/strong> The trustee must keep qualified beneficiaries reasonably informed. Upon reasonable request, the trustee must provide a complete copy of the trust instrument (<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>What an accounting shows.<\/strong> It must show all significant transactions, including compensation paid to the trustee and the trustee&#8217;s agents (<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>).<\/li>\n<\/ul>\n<p>Here is a simple test. Would this decision look the same if the trustee were not also a beneficiary? A trustee may believe a choice is fair.<\/p>\n<h2>Remedies Available to Beneficiaries Under Florida Law<\/h2>\n<p>A court can order a trustee to account, repay losses, or lose the role. The court&#8217;s options appear in <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>\n<ul>\n<li><strong>Accounting.<\/strong> The court may order the trustee to account.<\/li>\n<li><strong>Restoration.<\/strong> The court may compel the trustee to redress a breach by paying money or restoring property.<\/li>\n<li><strong>Voiding an act.<\/strong> Subject to s. 736.1016, the court may void an act of the trustee, impose a lien or constructive trust on trust property, or trace trust property wrongfully disposed of and recover the property or its proceeds.<\/li>\n<li><strong>Damages.<\/strong> Under <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>, a trustee who commits a breach of trust is liable for whichever is greater: the amount needed to restore the trust property and trust distributions to the value they would have had if the breach had not occurred, including lost income, capital gain or appreciation that proper administration would have produced, or the profit the trustee made by reason of the breach.<\/li>\n<li><strong>Compensation.<\/strong> The court may reduce or deny the trustee&#8217;s compensation.<\/li>\n<li><strong>Removal.<\/strong> The court may remove a trustee for a serious breach or persistent failure to administer the trust. The settlor, a cotrustee or a beneficiary may request removal (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0706.html\">Fla. Stat. \u00a7 736.0706<\/a>).<\/li>\n<li><strong>Fees and costs.<\/strong> In all actions for breach of fiduciary duty or challenging the exercise of, or failure to exercise, a trustee&#8217;s powers, the court shall award taxable costs as in chancery actions, including attorney fees and guardian ad litem fees (<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>).<\/li>\n<\/ul>\n<p>Constructive trust example: a trustee sells a trust building to the trustee&#8217;s own company at a price the beneficiaries never approved.<\/p>\n<h2>Steps to Take Before Filing a Lawsuit<\/h2>\n<p>Start with records and a written request. Court is not always the first step.<\/p>\n<ul>\n<li>Gather the trust instrument, any amendments, and every statement or accounting you received.<\/li>\n<li>List each questioned transaction with the date, the amount, and who benefited.<\/li>\n<li>Ask for the accounting and trust documents in writing.<\/li>\n<li>Keep your messages and records. Avoid confrontations that could be used against you.<\/li>\n<li>Watch the clock. Under <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>, a claim about a matter adequately disclosed is barred unless a proceeding starts within 6 months after you receive the disclosure or a limitation notice, whichever is later.<\/li>\n<li>Ask whether a demand letter or mediation could resolve the issue before court.<\/li>\n<\/ul>\n<h2>How a Trust Conflict Dispute Typically Proceeds<\/h2>\n<p>A trust dispute usually moves from document review to a written demand. Court comes only if needed.<\/p>\n<ol>\n<li><strong>Free first consultation.<\/strong> The first consultation is free, confidential, and carries no obligation to continue.<\/li>\n<li><strong>Document review.<\/strong> The trust, accountings, bank records and disputed transactions get reviewed.<\/li>\n<li><strong>Written demand.<\/strong> A demand for information and an accounting goes out, along with an assessment of settlement options.<\/li>\n<li><strong>Court petition.<\/strong> If needed, a petition asks the court for the remedies that fit the facts.<\/li>\n<li><strong>Discovery and resolution.<\/strong> The case may move through discovery and mediation, then settlement or trial. The timeline depends on the facts.<\/li>\n<\/ol>\n<p>If a matter may be referred to another lawyer or firm, we will tell you so.<\/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>Frequently Asked Questions<\/h2><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a trustee also be a beneficiary in Florida?<\/summary><p>Yes. The trustee must still meet the duties of loyalty and impartiality.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Is a trustee who is also a beneficiary automatically in breach?<\/summary><p>No. The question is whether a personal interest affected a decision that should have served all beneficiaries.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What is an example of a constructive trust?<\/summary><p>A trustee sells trust property to the trustee&#8217;s own company at an unapproved price. Subject to s. 736.1016, a court may impose a constructive trust over that property 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>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a trustee take a fee and also receive distributions?<\/summary><p>A trustee is entitled to reasonable compensation when the trust is silent on fees (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0708.html\">Fla. Stat. \u00a7 736.0708<\/a>). A court can review the trustee&#8217;s compensation and the employment of agents (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0206.html\">Fla. Stat. \u00a7 736.0206<\/a>).<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a beneficiary ask a court to remove a trustee?<\/summary><p>Yes. A beneficiary may request removal, and the court decides based on the grounds in <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0706.html\">Fla. Stat. \u00a7 736.0706<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Who pays attorney fees in a trust dispute?<\/summary><p>In breach of fiduciary duty actions, the court awards taxable costs, including attorney fees. The court may direct payment from a party&#8217;s trust interest (<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>\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-lawyer-reviews-legal-documents-with-clients-across-a-desk-photo-1.jpg\" alt=\"A lawyer reviews legal documents with clients across a desk in a bright office.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Talk With a Coral Gables Attorney About Your Trust<\/h2>\n<p>If a trustee is selling or leasing trust property to themselves, or your distributions have stopped or shrunk, you face a real decision. You may need to demand an accounting or decide what to file. Leslie V. Marenco, the responsible lawyer for this page, can review the trust and the transaction with you at the firm&#8217;s Coral Gables office.<\/p>\n<p><a href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call<\/a>, schedule online through the same page, or call (305) 707-7126.<\/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\">Why a Dual Role Raises Questions<\/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\">Duty of Loyalty<\/h3><p class=\"wp-block-paragraph\">A trustee must manage the trust for the benefit of all beneficiaries, not for personal gain.<\/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\">Duty of Impartiality<\/h3><p class=\"wp-block-paragraph\">When a trustee also benefits, decisions about distributions and investments can affect beneficiaries differently.<\/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\">Records Matter<\/h3><p class=\"wp-block-paragraph\">Trust instruments, accountings and correspondence help show how decisions were made and why.<\/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--chat\"><\/span><\/p><h3 class=\"wp-block-heading\">Early Clarity<\/h3><p class=\"wp-block-paragraph\">Discussing the facts early helps you understand your options before positions harden.<\/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\">Keep Your Records<\/h3><p class=\"wp-block-paragraph\">If you are concerned that a trustee&#x27;s personal interest is influencing trust decisions, gather copies of the trust documents, account statements and written communications with the trustee. Bring them to your consultation so the attorneys can review the full picture.<\/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\">Schedule Your 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\/\">Schedule Your Consultation<\/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\">How Trust Counsel, PL 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\"><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\">Trust Litigation<\/h3><p class=\"wp-block-paragraph\">Our <a href=\"\/resources\/trust-litigation-attorney\/\">trust litigation attorney<\/a> represents beneficiaries and trustees in disputes over trust administration and fiduciary conduct.<\/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\">Trust Administration<\/h3><p class=\"wp-block-paragraph\">Our trust administration attorney advises trustees on duties, accountings and distributions under the trust terms.<\/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\">Probate Litigation<\/h3><p class=\"wp-block-paragraph\">Our probate litigation attorney represents heirs and beneficiaries in contested estate matters in Florida courts.<\/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\">Fiduciary Representation<\/h3><p class=\"wp-block-paragraph\">Trust Counsel&#x27;s attorneys can serve individually as trustee or personal representative. The firm advises and represents trustees, personal representatives and beneficiaries.<\/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\">Start with a Free, Confidential First Consultation, 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\">Call (305) 707-7126 or Schedule Online<\/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\/\">Call (305) 707-7126 or Schedule Online<\/a><\/div><\/div>\n<\/div>\n\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\/trustee-duties-to-beneficiaries-florida\/\">What Duties Does a Trustee Owe Beneficiaries in Florida?<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trustee-sell-trust-property-to-heirs\/\">Trustee Sell Trust Property to Heirs<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trustee-sold-trust-property-florida\/\">Trustee Sold Trust Property Below Market or to Insiders: Florida Remedies<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trustee-spent-trust-money-florida\/\">My Trustee Spent Trust Money on Themselves: What Florida Beneficiaries Can Do<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/trustee-sued-for-bad-investments-florida\/\">Can a Trustee Be Sued for Losing Money in Bad Investments in Florida?<\/a><\/li><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Can a trustee also be a beneficiary in Florida? Learn the loyalty and impartiality duties, common conflicts, remedies and steps to take before filing.<\/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\/trustee-also-beneficiary-conflict-florida\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/abogado-litigios-fideicomisos\/conflicto-fiduciario-beneficiario-florida\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-also-beneficiary-conflict-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. Marenco\", \"url\": \"https:\/\/trustcounsel.com\/our-people\/\", \"jobTitle\": \"Founder and Managing Partner\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/78303\", \"https:\/\/www.linkedin.com\/in\/trustcounsel\/?isSelfProfile=false\", \"https:\/\/www.avvo.com\/attorneys\/33134-fl-leslie-marenco-3326650.html\"]}, \"publisher\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"reviewedBy\": {\"@type\": \"Person\", \"name\": \"Tanya Vega\", \"jobTitle\": \"Managing Attorney\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/41469\"]}, \"inLanguage\": \"en\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"Can a trustee also be a beneficiary in Florida?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. The trustee must still meet the duties of loyalty and impartiality.\"}}, {\"@type\": \"Question\", \"name\": \"Is a trustee who is also a beneficiary automatically in breach?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"No. The question is whether a personal interest affected a decision that should have served all beneficiaries.\"}}, {\"@type\": \"Question\", \"name\": \"What is an example of a constructive trust?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"A trustee sells trust property to the trustee's own company at an unapproved price. Subject to s. 736.1016, a court may impose a constructive trust over that property under Fla. Stat. \u00a7 736.1001.\"}}, {\"@type\": \"Question\", \"name\": \"Can a trustee take a fee and also receive distributions?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"A trustee is entitled to reasonable compensation when the trust is silent on fees (Fla. Stat. \u00a7 736.0708). A court can review the trustee's compensation and the employment of agents (Fla. Stat. \u00a7 736.0206).\"}}, {\"@type\": \"Question\", \"name\": \"Can a beneficiary ask a court to remove a trustee?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. A beneficiary may request removal, and the court decides based on the grounds in Fla. Stat. \u00a7 736.0706.\"}}, {\"@type\": \"Question\", \"name\": \"Who pays attorney fees in a trust dispute?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"In breach of fiduciary duty actions, the court awards taxable costs, including attorney fees. The court may direct payment from a party's trust interest (Fla. Stat. \u00a7 736.1004).\"}}], \"@id\": \"#faq-trustee-beneficiary-conflict-florida\", \"about\": {\"@id\": \"#service-trustee-beneficiary-conflict-florida\"}, \"@type\": [\"Article\", \"FAQPage\"], \"image\": \"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-court-hallway-in-florida-where-beneficiaries-and-the-photo.jpg\"}, {\"@id\": \"#service-trustee-beneficiary-conflict-florida\", \"name\": \"Florida Trustee Conflict of Interest and Trust Litigation\", \"@type\": \"Service\", \"about\": [{\"name\": \"Trustee conflict of interest\", \"@type\": \"Thing\"}, {\"name\": \"Duty of loyalty (Fla. Stat. 736.0802)\", \"@type\": \"Thing\"}, {\"name\": \"Duty of impartiality (Fla. Stat. 736.0803)\", \"@type\": \"Thing\"}, {\"name\": \"Removal of trustee (Fla. Stat. 736.0706)\", \"@type\": \"Thing\"}], \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Trust beneficiaries, co-beneficiaries, heirs, and fiduciaries in Florida\"}, \"provider\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"areaServed\": {\"name\": \"Coral Gables, Florida\", \"@type\": \"City\"}, \"description\": \"Informational guide and legal service page explaining when a trustee who is also a beneficiary creates a conflict of interest under Florida Chapter 736, the duties of loyalty and impartiality, common self-dealing patterns, available remedies (accounting, surcharge, voiding a transaction, constructive trust, removal), pre-filing steps, and how a trust dispute proceeds.\", \"serviceType\": \"Trust litigation and fiduciary disputes in Florida\", \"inLanguage\": \"en\", \"@context\": \"https:\/\/schema.org\"}, {\"@context\": \"https:\/\/schema.org\", \"@type\": \"BreadcrumbList\", \"itemListElement\": [{\"@type\": \"ListItem\", \"position\": 1, \"name\": \"Home\", \"item\": \"https:\/\/trustcounsel.com\/resources\/\"}, {\"@type\": \"ListItem\", \"position\": 2, \"name\": \"Trust Litigation Attorney\", \"item\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/\"}, {\"@type\": \"ListItem\", \"position\": 3, \"name\": \"Trustee Also a Beneficiary Conflict Florida | Trust Counsel\", \"item\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-also-beneficiary-conflict-florida\/\"}]}]","chg_meta_description":"Can a trustee also be a beneficiary in Florida? Learn the loyalty and impartiality duties, common conflicts, remedies and steps to take before filing.","footnotes":""},"class_list":["post-4055","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/4055","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/comments?post=4055"}],"version-history":[{"count":5,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/4055\/revisions"}],"predecessor-version":[{"id":5452,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/4055\/revisions\/5452"}],"up":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/27"}],"wp:attachment":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/media?parent=4055"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}