{"id":9006,"date":"2026-11-06T01:49:55","date_gmt":"2026-11-06T01:49:55","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-defense-beneficiary-lawsuit-florida\/"},"modified":"2026-11-06T01:50:03","modified_gmt":"2026-11-06T01:50:03","slug":"trustee-defense-beneficiary-lawsuit-florida","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-defense-beneficiary-lawsuit-florida\/","title":{"rendered":"Trustee Defense Against a Beneficiary Lawsuit 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-9004\" alt=\"Legal documents and a wooden gavel on a desk in a Florida law office.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/legal-documents-and-a-wooden-gavel-on-a-desk-in-a-florida-la-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)\"><a href=\"\/resources\/trust-litigation-attorney\/\">Trust Litigation Attorney<\/a> \u00b7 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)\">Named in a Beneficiary Lawsuit as a Trustee?<\/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 and probate litigation, advising trustees and fiduciaries facing beneficiary claims. 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<\/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 November 5, 2026<\/p>\n\n<article lang=\"en\">\n\n\n<p>If a beneficiary has sued you as a trustee in Florida, your first job is to find the deadline on the summons and keep every trust record. A trustee&#8217;s defense rests on the trust terms, the paperwork and the Florida Trust Code. This guide covers the claims beneficiaries bring, the first steps, the defenses and what the court process usually looks like. It is written for the trustee who was just served and for family members helping that trustee. Leslie V. Marenco is responsible for this page. Trust Counsel, PL has its only office in Coral Gables, Florida.<\/p>\n<h2>What is a beneficiary lawsuit against a trustee?<\/h2>\n<p>A beneficiary lawsuit against a trustee says the trustee broke a duty owed to the beneficiary. Under Florida law, a violation of a duty a trustee owes to a beneficiary is a breach of trust (<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>). The duty can come from the trust terms or from Florida&#8217;s trust law.<\/p>\n<p>A beneficiary is a person with a present or future beneficial interest in a trust, vested or contingent, or who holds a power of appointment over trust property in a capacity other than that of trustee (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0103.html\">Fla. Stat. \u00a7 736.0103<\/a>). That includes current beneficiaries, remainder beneficiaries and contingent beneficiaries who may take if a condition is met.<\/p>\n<p>A claim based on a contract entered into by a trustee in the trustee&#8217;s fiduciary capacity, on an obligation arising from ownership or control of trust property, or on a tort committed in the course of administering a trust may be asserted against the trustee in the trustee&#8217;s fiduciary capacity, whether or not the trustee is personally liable (<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>). Personal liability for torts is narrower. A trustee is personally liable for torts committed while administering a trust only if the trustee is personally at fault.<\/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\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 you were just served as a trustee and the deadlines feel unclear, you don&#x27;t have to sort this out alone. We can talk through your options with you. 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\/modern-downtown-miami-skyscrapers-under-a-clear-blue-sky-wit-photo.jpg\" alt=\"Downtown Miami skyscrapers under a clear blue sky, with pedestrians crossing a bridge.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>What claims do beneficiaries most often bring?<\/h2>\n<p>Most beneficiary suits allege a breach of trust in a few familiar forms.<\/p>\n<ul>\n<li><strong>Conflicted dealings.<\/strong> A trustee must administer the trust solely in the beneficiaries&#8217; interests. A transaction affected by a conflict between personal and fiduciary interests can be voidable by an affected beneficiary, unless an exception applies (<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>Failure to inform or account.<\/strong> A trustee must keep qualified beneficiaries reasonably informed. Irrevocable trust accountings are generally due at least annually (<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>Unequal distributions.<\/strong> If a beneficiary received too little, the court may require payment to restore that beneficiary. If a breach of trust favored one beneficiary over another, or was an abuse of the trustee&#8217;s discretion, and one beneficiary received too much, the court may restore the beneficiaries, the trust, or both to their appropriate positions by withholding an amount from that beneficiary&#8217;s future distributions or by requiring that beneficiary to return some or all of the distribution to the trust (<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>).<\/li>\n<li><strong>Investment and administration complaints.<\/strong> Beneficiaries also challenge how assets were managed and how long administration took.<\/li>\n<li><strong>Removal requests.<\/strong> A beneficiary may ask the court to remove a trustee.<\/li>\n<\/ul>\n<h2>What should a trustee do first after being served?<\/h2>\n<p>Check the summons for the response deadline the day you get it. Then preserve every trust record. Missing a response deadline can lead to a default against you, so this step cannot wait.<\/p>\n<p>Timing rules matter too. If a trustee or trust director sent you a trust disclosure document, a beneficiary generally must sue over an adequately disclosed matter within 6 months after receiving that document or a limitation notice, whichever is later (<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 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> reads: &#8220;(2) Unless sooner barred by adjudication, consent, or limitations, a beneficiary is barred from bringing an action against a trustee for breach of trust with respect to a matter that was adequately disclosed in a trust disclosure document unless a proceeding to assert the claim 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 disclosure document, whichever is received later.&#8221; Other rules apply when no final accounting or required notice was given.<\/p>\n<p>Gather these records now:<\/p>\n<ul>\n<li>The trust instrument and every amendment.<\/li>\n<li>Account statements, ledgers, invoices and receipts.<\/li>\n<li>Trust tax returns and distribution records.<\/li>\n<li>Letters, emails and texts with the beneficiary and any co-trustees.<\/li>\n<\/ul>\n<p>Keep everything intact. Don&#8217;t delete messages or change records. Hold off on large transactions or new distributions until the claim is reviewed. Read any demand letter carefully before you respond, and don&#8217;t discuss the dispute on social media.<\/p>\n<h2>Which defenses can a trustee raise?<\/h2>\n<p>The main defenses turn on timing, the trust terms, the beneficiary&#8217;s own conduct and the trustee&#8217;s personal role.<\/p>\n<ul>\n<li>Beneficiary claims are barred upon the later of ten years after the trust terminates, the trustee resigns, or the fiduciary relationship otherwise ends, or twenty years after the act or omission of the trustee that is complained of, if the beneficiary had actual knowledge of the existence of the trust and the beneficiary&#8217;s status as a beneficiary throughout the ten-year or twenty-year period. Under the statute, these outer time bars apply notwithstanding subsections (1), (2) and (3) (<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>).<\/li>\n<li>A trustee is not liable to a beneficiary for breach of trust if the beneficiary consented to the conduct constituting the breach, released the trustee from liability for the breach, or ratified the transaction constituting the breach, unless the consent, release or ratification was induced by improper conduct of the trustee, or the beneficiary did not know of their rights or of the material facts relating to the breach at the time (<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>Exculpation clauses.<\/strong> A trust term that relieves a trustee of liability is unenforceable to the extent it covers a breach committed in bad faith or with reckless indifference, or was inserted through the trustee&#8217;s abuse of a fiduciary or confidential relationship with the settlor (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.1011.html\">Fla. Stat. \u00a7 736.1011<\/a>).<\/li>\n<li><strong>Measure of damages.<\/strong> A trustee in breach owes the greater of the restoration amount or the profit made from the breach (<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>). Knowing this number early shapes the response.<\/li>\n<li>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(10)(e)<\/a>, a qualified beneficiary who is not barred under s. 736.1008, and whose share of the trust may be affected by the use of trust assets to pay attorney fees or costs incurred in connection with a claim or defense of breach of trust made in a filed pleading, may ask the court to prohibit the trustee from using trust assets for that payment. At a hearing on a qualified beneficiary&#8217;s motion under this paragraph, the court must deny the motion unless it finds a reasonable basis to conclude that there has been a breach of trust, and even if it finds such a basis, the court may still deny the motion if it finds good cause to do so.<\/li>\n<\/ul>\n<h2>How do co-trustee disputes and removal petitions work?<\/h2>\n<p>When co-trustees disagree, each trustee&#8217;s duties still apply. Cotrustees who cannot agree may act by majority decision (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0703.html\">Fla. Stat. \u00a7 736.0703<\/a>). A cotrustee who does not join another&#8217;s action is generally not liable for it. A dissenting cotrustee who joins an action at the direction of the majority of the cotrustees and notifies any cotrustee of the dissent at or before the time of the action is not liable for it.<\/p>\n<p>Except as otherwise provided in s. 736.1412, each cotrustee must exercise reasonable care to prevent a co-trustee&#8217;s breach and to compel that co-trustee to redress it (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0703.html\">Fla. Stat. \u00a7 736.0703<\/a>). Shared liability is split by relative fault (<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>\n<p>Pending a decision, the court may order relief to protect trust property (<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>). Plan the damages response and the removal response together, because the same records answer both.<\/p>\n<h2>What does the court and settlement process look like?<\/h2>\n<p>Most trust disputes move through pleadings, a records exchange and often mediation before a trial decision. The usual stages are:<\/p>\n<ol>\n<li>A response or motion to dismiss.<\/li>\n<li>Exchange of trust records and accountings.<\/li>\n<li>Depositions of witnesses, which can include the trustee.<\/li>\n<li>Mediation.<\/li>\n<li>Trial or a negotiated settlement.<\/li>\n<\/ol>\n<p>Mediation is one route to resolution.<\/p>\n<p>The timing of a trust matter depends on the facts of each case. The trust instrument, the records and the remedies requested all shape the path, and no outcome can be promised at any stage.<\/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>How Trust Counsel, PL advises trustees<\/h2>\n<p>Trust Counsel, PL focuses on trust litigation, probate litigation, trust administration and estate planning. The firm advises and represents trustees, personal representatives and beneficiaries.<\/p>\n<ul>\n<li><strong>Office.<\/strong> The firm&#8217;s only office is in Coral Gables, Florida. We serve clients in Fort Lauderdale, Boca Raton, West Palm Beach, Doral, Kendall, Pinecrest, Key Biscayne and Aventura.<\/li>\n<li><strong>Lawyers.<\/strong> Leslie V. Marenco is responsible for this page. The firm&#8217;s lawyers include Leslie V. Marenco and Tanya Vega, and the firm has support staff.<\/li>\n<li><strong>Individual service.<\/strong> Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative.<\/li>\n<li><strong>First consultation.<\/strong> The first consultation is free, confidential and without obligation to continue.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/colonial-style-house-in-key-west-surrounded-by-palm-trees-un-photo.jpg\" alt=\"Colonial-style house in Key West surrounded by palm trees under a clear blue sky.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\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 beneficiary sue me personally as trustee?<\/summary><p class=\"wp-block-paragraph\">A claim can be brought against you as trustee. Personal liability for torts applies only if you were personally at fault (<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>).<\/p><p>The answer depends on the facts and the trust terms.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>How long do I have to respond?<\/summary><p class=\"wp-block-paragraph\">The response period runs from service, so check the summons the day you receive it.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Should I talk to the beneficiary first?<\/summary><p class=\"wp-block-paragraph\">Keep communication in writing and route it through your attorney where you can.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can I resign to end the lawsuit?<\/summary><p class=\"wp-block-paragraph\">Resigning does not erase liability for past conduct. Florida&#8217;s ten-year limit applies, if the beneficiary had actual knowledge of the existence of the trust and the beneficiary&#8217;s status as a beneficiary throughout the 10-year period, and counts from events that include resignation (<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>).<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What should I bring to the first consultation?<\/summary><p class=\"wp-block-paragraph\">Bring the trust instrument and amendments, the summons or demand letter, account records and key correspondence.<\/p><p>If you were just served as a trustee, reach out through our <a href=\"https:\/\/trustcounsel.com\/contact\/\">contact page to book a strategy call<\/a>, or call (305) 707-7126.<\/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 Trust Counsel Helps Trustees Facing a Beneficiary Suit<\/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\">Reviewing the Complaint and the Trust<\/h3><p class=\"wp-block-paragraph\">We review the complaint, the trust instrument and the administration records so you understand exactly what is being claimed 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--shield\"><\/span><\/p><h3 class=\"wp-block-heading\">Protecting Your Position as Fiduciary<\/h3><p class=\"wp-block-paragraph\">Our attorneys advise you on your duties under Florida law and on the steps that help protect your position while the case moves forward.<\/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\">Clear Guidance at Every Stage<\/h3><p class=\"wp-block-paragraph\">We explain your options in plain language, so you can make informed decisions about the case, your communications and your next steps.<\/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\">Representation for Trustees and Beneficiaries<\/h3><p class=\"wp-block-paragraph\">The firm advises and represents trustees, personal representatives and beneficiaries in trust and probate disputes across South Florida.<\/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 Court Papers<\/h3><p class=\"wp-block-paragraph\">Keep every summons, petition and letter you receive about the trust. Speak with counsel before you respond to a claim or change trust records.<\/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\">Matters We Handle in Trust and Estate Disputes<\/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\">Defense of beneficiary claims brought against a trustee, including disputes over trust terms, distributions and administration.<\/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 Duty Claims<\/h3><p class=\"wp-block-paragraph\">Advice and representation for trustees and personal representatives responding to allegations of breach of fiduciary duty.<\/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\">Representation in probate disputes involving heirs, beneficiaries and estate administration 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\">Trust Administration<\/h3><p class=\"wp-block-paragraph\">Attorney guidance on administering a trust, including accountings, notices and the documentation that supports your decisions.<\/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\">Speak With Leslie V. Marenco About Your Case. We Serve Clients in Coral Gables, Fort Lauderdale, Boca Raton and West Palm Beach.<\/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<\/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>\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-dies-incapacitated-trust-florida\/\">What Happens to a Florida Trust If the Trustee Dies or Becomes Incapacitated?<\/a><\/li><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-refuses-distribution-florida\/\">Trustee Refuses to Distribute Your Inheritance in Florida: Your Options<\/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><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Sued as a Florida trustee? Learn the first deadlines, records to preserve and common defenses to a beneficiary lawsuit. 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\/trustee-defense-beneficiary-lawsuit-florida\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/abogado-litigios-fideicomisos\/demanda-beneficiario-fiduciario-florida\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/trustee-defense-beneficiary-lawsuit-florida\/\"}]","chg_jsonld":"[{\"name\": \"Trustee defense in beneficiary lawsuits in Florida\", \"@type\": [\"Service\", \"FAQPage\"], \"about\": [{\"@type\": \"Thing\", \"name\": \"Probate\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Probate\"}, {\"@type\": \"Thing\", \"name\": \"Trust (law)\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Trust_(law)\"}], \"@context\": \"https:\/\/schema.org\", \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Individuals named as trustees of Florida trusts who have been served with a beneficiary complaint or demand letter, and family members or co-trustees assisting them\"}, \"provider\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"publisher\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"speakable\": {\"@type\": \"SpeakableSpecification\", \"cssSelector\": [\"article > p:first-of-type\", \".wp-block-details p\", \"article > h1\"]}, \"areaServed\": [{\"name\": \"Florida\", \"@type\": \"State\"}, {\"name\": \"Coral Gables\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Fort Lauderdale\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Boca Raton\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"West Palm Beach\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Doral\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Kendall, Florida\", \"@type\": \"Place\"}, {\"name\": \"Pinecrest\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Key Biscayne\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Aventura\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}], \"inLanguage\": \"en-US\", \"knowsAbout\": [\"Florida trust law\", \"Beneficiary standing under the Florida Trust Code\", \"Trustee defenses in beneficiary lawsuits\", \"Trust accounting and disclosure obligations\", \"Mediation and settlement of trust disputes\"], \"description\": \"Guide to how a Florida trustee responds to a beneficiary lawsuit or demand letter: the claims beneficiaries commonly bring, first deadlines and records to preserve, defenses under Florida trust law, co-trustee and removal disputes, and the mediation and court process.\", \"serviceType\": \"Trust litigation defense for trustees\", \"termsOfService\": null, \"mentions\": [{\"@type\": \"Thing\", \"name\": \"Estate planning\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Estate_planning\"}, {\"@type\": \"Thing\", \"name\": \"Executor\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Executor\"}, {\"@type\": \"Thing\", \"name\": \"Trustee\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Trustee\"}, {\"@type\": \"Thing\", \"name\": \"Fiduciary\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Fiduciary\"}], \"author\": {\"@type\": \"Person\", \"name\": \"Leslie V. 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Personal liability for torts applies only if you were personally at fault (Fla. Stat. \u00a7 736.1013). The answer depends on the facts and the trust terms.\"}}, {\"@type\": \"Question\", \"name\": \"How long do I have to respond?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"The response period runs from service, so check the summons the day you receive it.\"}}, {\"@type\": \"Question\", \"name\": \"Should I talk to the beneficiary first?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Keep communication in writing and route it through your attorney where you can.\"}}, {\"@type\": \"Question\", \"name\": \"Can I resign to end the lawsuit?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Resigning does not erase liability for past conduct. 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