2024-3267 — Margarita Chess and David Chess v. James P. Covey, as Trustee, etc., et al.,

The Florida Fourth District Court of Appeal issued an opinion on May 6, 2026, dismissing in part and affirming in part a circuit court order in a trust dispute involving a disabled adult beneficiary.

The court affirmed the circuit court's decisions regarding the sale of a Fort Pierce residential condominium, reimbursement for a truck purchase, and the adoption of the 'Dynamic Dividend Strategy' for trust asset investment. The court dismissed the appellants' challenge to the portion of the circuit court's order addressing compensation for the parents' caregiving, finding that judicial proceedings on that matter had not concluded.

This decision applies to the specific parties involved in the trust dispute: Margarita Chess and David Chess (appellants) and James P. Covey as trustee, concerning trust assets including a residential condominium.

Decision issued May 6, 2026; final disposition subject to timely-filed motion for rehearing.