Full Disclosure: The Unexpected Facets and Features of the Adequate Disclosure Doctrine

Private Wealth Services attorney Patrick Duffey will be presenting at the 2025 Litigation and Trust Law Symposium presented by the Real Property, Probate and Trust Law (RPPTL) Section of The Florida Bar. His session will delve into the nuances of Florida's public policy favoring transparent trust administration. The discussion will cover the implications of the state's limitations statutes, particularly in light of the landmark Turkish v. Brody case, which highlighted the complexities and evolving interpretations of "adequate disclosure" in trust documents.

Private Wealth Services attorney Katharine Griffiths helped co-author the materials for this presentation.