What are the legal grounds for contesting a beneficiary designation in Florida?
November 28, 2024 – Daniel A. Seigel
In Florida, the legal grounds for contesting a beneficiary designation include undue influence, where someone exerts improper pressure on the account holder; lack of testamentary capacity, meaning the account holder was not mentally capable of making such decisions; fraud, where the designation was made based on false information; and duress, where the account holder was forced into making the designation against their will. Florida case law, such as the Keul v. Hodges Blvd. Presbyterian Church case, provides precedent for these challenges.
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Are there any time limits or a statute of limitations for contesting a beneficiary designation in Boca Raton, Florida?
Florida law imposes time limits on contesting beneficiary designations. Typically, a claim must be filed within the statute of limitations period, which varies depending on the specifics of the case.…
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