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SOBEL v. CAROL LEE HELLINGER SOBEL

No. 4D2023-0896.

JOHN L. SOBEL and RICHARD G. SOBEL, Appellants, v. CAROL LEE HELLINGER SOBEL, as Trustee of the Testamentary Trust f/b/o Carol Lee Hellinger Sobel e/u the Last Will and Testament of Frank Sobel dtd 6/11/13, NANCY E. SOBEL, CHRISTOPHER M. SOBEL, KEVIN S. SOBEL, and UBS FINANCIAL SERVICES, INC., Appellees.

District Court of Appeal of Florida, Fourth District.

April 17, 2024.

Attorney(s) appearing for the Case

Ann Burke Spalding of Law Office of Ann Burke Spalding, P.A., Fort Lauderdale, for appellants.

Peter A. Sachs , Melanie R. Skenian , and Alexander L. Brams of Jones Foster, P.A., West Palm Beach, for appellee Carol Lee Hellinger Sobel.

This case pits family members against each other in a disagreement over how an inherited IRA should be divided between them.

The appellee trustee's complaint for declaratory relief sought to establish the validity of a 2013 beneficiary designation (the "2013 designation"). The circuit court granted summary judgment upholding the...

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