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GRASSFIELD v. GRASSFIELD

No. 2D22-600.

381 So.3d 628 (2023)

Violetta GRASSFIELD, individually and as successor trustee of the Bruce A. Grassfield 2003 Revocable Trust, as restated and amended as of May 7, 2019, Appellant, v. Paul GRASSFIELD, individually and as trustee of the Amendment and Restatement of Trust of Bruce A. Grassfield 2003 Revocable Trust dated December 14, 2014, and amended on September 2, 2016, Appellee.

District Court of Appeal of Florida, Second District.

December 13, 2023.

Attorney(s) appearing for the Case

David A. Wallace of Bentley Goodrich Kison, P.A., Sarasota; and Mark A. Schwartz and Bonnie Lee A. Polk of Williams Parker Harrison Dietz & Getzen, Sarasota, for Appellant.

Kimberly A. Bald and Aaron B. Crittenden of Harllee & Bald, P.A., Bradenton, for Appellee.

The history of this case is long and winding, but the road leads to a straightforward question: Does compliance with some—but not all—requirements of a settlor's stated method to amend his trust constitute "substantial compliance" under section 736.0602(3)(a), Florida Statutes (2018)? On this record, we answer the question...

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