ELIZABETH JOY DASCAL
v.
IN RE: CHARLES DASCAL, ET AL.
AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.
Trust accountings must identify and value trust assets on hand at the close of the accounting period, providing both acquisition value and estimated current value for each asset or class of assets reasonably capable of valuation.
[1] Trust accountings must identify and value trust assets on hand at the close of the accounting period, providing both the asset acquisition value or carrying value and the…
Previewing 1 of 1 headnotes on this case. FLexlaw’s editorially structured points of law — every proposition, pinpointed — are reserved for members.
Join FLexlaw to unlock all legal intelligence“To the extent feasible, the accounting must identify and value trust assets on hand at the close of the accounting period. For each asset or class of assets reasonably capable of valuation, the accounting shall contain two values, the asset acquisition value or carrying value and the estimated current value.”
Statutory requirement for trust accountings under Florida law
This case involves an appeal from a circuit court decision in Miami-Dade County concerning trust accounting requirements in the estate of Charles Dasc…
The full statement of facts, procedural history, and disposition for this case are member content.
Join FLexlaw to unlock all legal intelligence© FLexlaw, Inc. — AI-generated enrichments are proprietary. All rights reserved.
Explore caselaw by topic → Browse Trust Instrument Interpretation cases and more on FLexlaw
Third District Court of Appeal State of Florida
Opinion filed January 14, 2026. Not final until disposition of timely filed motion for rehearing.
________________
No. 3D24-0733 Lower Tribunal No. 22-1298-CP-02 ________________
Elizabeth Joy Dascal, Appellant,
vs.
In Re: Charles Dascal, et al., Appellees.
An Appeal from the Circuit Court for Miami-Dade County, Bertila Soto, Judge.
Weiss Serota Helfman Cole & Bierman, P.L. and Edward George Guedes, Laura Keats Wendell and Bryan C. Siddique, for appellant.
Katz Baskies & Wolf PLLC, and James Raymond George (Boca Raton), for appellees Jacqueline Dascal Chariff and Ana Maria Camacho.
Before LOGUE, LINDSEY and GOODEN, JJ.
PER CURIAM.
2
Affirmed. See § 736.08135(2)(c), Fla. Stat. (2024) (“To the extent feasible, the accounting must identify and value trust assets on hand at the close of the accounting period. For each asset or class of assets reasonably capable of valuation, the accounting shall contain two values, the asset acquisition value or carrying value and the estimated current value.”) (emphasis added); Pounds v. Pounds, 703 So. 2d 487, 488 (Fla. 5th DCA 1997) (“In construing the provisions of a trust, the cardinal rule is to try to give effect to the grantor’s intent, if possible. The grantor’s intent should not be determined by resort to isolated words and phrases, but rather by a construction of the instrument as a whole, and the general plan interpreted.”) (internal citations omitted).