Estate Planning Blogs - Law Blogs, Legal Blogs Directory & Search Engine

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Texas Tech University School of Law Professor Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/

May 19
Columbia University Asks Court to Exclude White-Only Provision from Trust

Columbia University Asks Court to Exclude White-Only Provision from Trust

Columbia University is seeking to modify the terms of a highly restrictive trust that violates current anti-discrimination laws. Under the terms of the 93-year-old Lydia C. Roberts Graduate Fellowship, money should be given only to “a…
May 19
New Questions Arise After Hong Kong Allows Transsexual Marriage

New Questions Arise After Hong Kong Allows Transsexual Marriage

Following a court ruling allowing for transsexuals to marry in Hong Kong’s New Territories, new questions have arisen concerning inheritance rights, matrimonial rights, and sex offenses. By covering male-to-female transsexuals under the…
May 19
CLE on Beneficiary Designation Problem

CLE on Beneficiary Designation Problem

The American Bar Association Section of Real Property, Trust and Estate Law will sponsor a CLE entitled, When Good Benes Go Bad or Missing Beneficiary Designation Problems with Qualified Plans and IRAs: How to Identify, Avoid and Fix Them,…

Rank this Week: 19

Utah Estate Planning

Covers estate planning, probate, trusts and wills in Utah. By Jason C. Hunter.

http://www.utahestateplanning.typepad.com/

May 17
Charging Order Challenge

Charging Order Challenge

Doubtless a large motivation behind the formation of many LLCs, as with Limited Partnerships (“LPs”) is that an LLC has so-called “charging order protection”… The charging order is widely misunderstood, so let me try to explain it.…
May 16
IRS Getting Greedy Over Old “Gifts”?

IRS Getting Greedy Over Old “Gifts”?

In 1972 … Sumner Redstone, who wasn’t yet a global media mogul, made a taxable gift to his children and failed to file a return. At least that’s what the Internal Revenue Service is maintaining 41 years later. The IRS told Redstone…
May 15
Giving Your IRA For Good

Giving Your IRA For Good

The IRA-to-charity strategy is particularly helpful for people who have accumulated a lot of money in their IRAs but don’t need the money to live on -- and would have to pay a big tax bill when they take their required withdrawals. Not…

Rank this Week: 93

Probate, Trusts and Estate Law…

Probate, Trusts and Estate Law Blog

Cover international estate planning considerations, sophisticated estate planning techniques, answers to common estate planning questions, and probate, estate and gift tax law By Janet Brewer.

http://www.brewerlawblog.com

Aug 17
Update: Estate and Gift Tax Laws for the Rest of 2012

Update: Estate and Gift Tax Laws for the Rest of 2012

Continued uncertainty due to Congress's delays At just about this time last year I posted a blog article called What to Expect of the Estate Tax in 2011. Well, another year has now passed and the estate and gift tax laws are still in…
Aug 17
The Importance of Special Needs Trust

The Importance of Special Needs Trust

A sad case currently before the San Francisco Probate Court, In the Matter of the Fiorani Living Trust, deals with the tragic issue of what happens when a person abuses his position as trustee over a special needs trust meant to protect an…
Aug 15
Can you (and should you) control your heirs from beyond the grave?

Can you (and should you) control your heirs from beyond the grave?

The Wall Street Journal ran an interesting article this weekend examining the extent to which gift givers can exert control over their heirs once they are dead and gone. The article reveals several things that might surprise you given the…

Rank this Week: 123

Idaho Estate Planning

Covers estate planning, elder law, veterans benefits and special needs trusts. By Mark E. Wight.

http://idahoestateplanning.typepad.com/idaho_estate_planning/

May 19
Get Out of Bed & Get Better Idaho

Get Out of Bed & Get Better Idaho

We first published this blog in June of 2011. We hope you enjoy it as it is still timely. As we and our loved ones age, we put a lot of effort (and resources) into making sure a hospital bed is available when needed. New research shows that…
May 18
Careers for Boise Idaho Retiree

Careers for Boise Idaho Retiree

This "best of" blog comes from June of 2011. Enjoy! If you are a Baby Boomer nearing retirement, you probably have a different concept of retirement than your parents. Retirement for you may not mean an extended vacation on some…
May 17
The LLC in Idaho - Powerful Asset Protection When Used Wisely

The LLC in Idaho - Powerful Asset Protection When Used Wisely

In terms of new formations, the Limited Liability Company (“LLC”) is the new King. The former King, the corporation, has been deposed, and relatively few corporations are now being formed other than for companies that have a future hope…

Rank this Week: 161

Sheri R. Abrams Disability Blog

Covers Social Security disability law and special needs trusts.

http://sheriabrams.com/blog

May 14
Social Security Announces New Mobile Site for Smartphone User

Social Security Announces New Mobile Site for Smartphone User

Carolyn W. Colvin, Acting Commissioner of Social Security, has announced that the Social Security Administration is offering a new mobile optimized website, specifically aimed at smartphone users across the country. People visiting the…
May 8
May 10th is World Lupus Day—-Sign the Pledge!

May 10th is World Lupus Day—-Sign the Pledge!

Lupus is a chronic autoimmune disease that can affect any part of the body. An estimated 5 million people around the world have lupus. Most people know very little about lupus. But by working together we can change that. Imagine the impact we…
May 7
For Large Print Documents–What Kind of Font Should Be Used & What Size?

For Large Print Documents–What Kind of Font Should Be Used & What Size?

Many people with vision impairments rely on Large Print Documents. Large print documents should be at least 16 point in a sans serif font such as Verdana, Arial and Helvetica, but 18 to 20 point is preferred.

Rank this Week: 194

Estate Law Canada

Covers estate planning topics, trusts, probate, Enduring Powers of Attorney, health care directives, incapacity issues and elder law. By Lynne Butler.

http://estatelawcanada.blogspot.com/

May 18
Upcoming (free) webinar: "Choosing Your Executor"

Upcoming (free) webinar: "Choosing Your Executor"

Here's something I want the readers of this blog to consider doing - attending a free webinar called "Choosing Your Executor". It's coming up on June 6, 2013. Click here for details about the seminar and how to register. As I've…
May 17
A lawyer's duty to beneficiarie

A lawyer's duty to beneficiarie

An area of wills law that's vitally important to beneficiaries and lawyers alike is the question of whether a lawyer who is drafting a will owes any kind of duty of care to beneficiaries. When these cases come up, the problem is usually what…
May 16
Nate Dogg: an example of why you need a will

Nate Dogg: an example of why you need a will

The silver lining in the dark cloud of celebrity estate disasters is that we can use them as examples of what not to do ourselves. I'm attaching a link to a story about Nate Dogg, an American rapper, who died a couple of years ago without a…

Rank this Week: 197

NJ Family Issues

Focuses on New Jersey divorce and estate planning. By Paul G. Kostro.

http://www.kostrolaw.com/NJFamilyIssues

May 2
While a litigant is entitled to a fair trial, he is not entitled to a perfect trial

While a litigant is entitled to a fair trial, he is not entitled to a perfect trial

Law Lessons from CAROLYN BONDS VS. ANTONI PLOTKA, ET AL., App. Div., A-5137-11T2, April 26, 2013: At a minimum, “trials must be conducted fairly and with courtesy toward the parties, witnesses, counsel, and the court.” Geler v.…
May 2
An assertion is deemed frivolous when no rational argument can be advanced in its support, or it is not supported by any credible evidence, or it is completely untenable

An assertion is deemed frivolous when no rational argument can be advanced in its support, or it is not supported by any credible evidence, or it is completely untenable

Law Lessons from GOLAN SHAZO VS. GREENTREE CLOSET DESIGN, ET AL., App. Div., A-4268-11T3, April 26, 2013: “[A]n assertion is deemed ‘frivolous’ when ‘no rational argument can be advanced in its support, or it is not…
May 2
The appearance of authority cannot be established alone and solely by proof of conduct by the supposed agent

The appearance of authority cannot be established alone and solely by proof of conduct by the supposed agent

Law Lessons from GOLAN SHAZO VS. GREENTREE CLOSET DESIGN, ET AL., App. Div., A-4268-11T3, April 26, 2013: The critical question in every apparent authority case focuses on whether the principal held out the agent such that “a person of…

Rank this Week: 241

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

Covers estate planning, probate, taxes, elder law, business law and employment law issues. By David M. Goldman.

http://www.floridaestateplanninglawyerblog.com/

May 14
The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

Probate can have the reputation of being a nightmare, and many hate the idea of going through this process. If the idea of transferring your assets through probate daunts you, then you will be happy to know that living trusts can avoid…
May 9
The Future of Estate Planning: The Multigenerational Life Plan

The Future of Estate Planning: The Multigenerational Life Plan

Over the last year I worked with an intern in our office of a Law Review article for Texas Tech University. This article describes problems with current estate planning and takes the premise that most estate planners have become lazy because…
May 9
3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney

3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney

A Durable Power of Attorney (DPA) allows you, the "principal", to designate someone, the "agent", to act on your behalf. Depending on the DPA, your agent will have authority to oversee your financial affairs or your medical treatment. Having…

Rank this Week: 263

All About Estates

Covers estates, trusts, tax, litigation, guardianship and elder care.

http://www.allaboutestates.ca/

May 17
The May Long Weekend

The May Long Weekend

So it’s officially here - the first long weekend of the season; the start of the cottage season. What does this mean? It’s the right time to start thinking about some of the considerations related to dealing with the family…
May 16
Parents, Doctor’s Apts and More Question

Parents, Doctor’s Apts and More Question

Have you ever asked your parent how their doctors’ appointment went and didn’t get a very thorough answer?
May 15
Vincent v. Blake, Cassels & Graydon LLP

Vincent v. Blake, Cassels & Graydon LLP

An interesting case on summary judgment and solicitor negligence regarding estate planning.

Rank this Week: 314

Toronto Estate Law Blog

Covers estate litigation, ethics, executors & trustees, succession planning and wills. Includes podcasts on estate and succession planning. By Hull & Hull.

http://estatelaw.hullandhull.com/

May 17
525,600 minute

525,600 minute

I recently attended the production of ‘Rent’ at the Lower Ossington Theatre. The musical has been a favourite of mine for years. I know the words to almost all of the songs, albeit if I have to sing them, it is fairly…
May 16
Safe Keeping

Safe Keeping

Have you ever had something that was special, that you wanted to put in a special place to make sure nothing bad happened to it? You find the perfect spot for it and put it away. Only to have to go looking for it days, months or…
May 15
Mental Health Gets a Checkup

Mental Health Gets a Checkup

The American Psychiatric Association is set to publish the fifth and latest edition of the Diagnostic & Statistical Manual of Mental Disorders, the DSM-5, this month. The DSM-5 will change the way mental disorders are…

Rank this Week: 327

Law Office of Donald D. Vanarelli…

Law Office of Donald D. Vanarelli Blog

Covers New Jersey elder law and estate planning.

http://www.dvanarelli.com/blog

May 16
The VA’s New “Fully Developed Claim” Proce

The VA’s New “Fully Developed Claim” Proce

Fully Developed VA Claims The Department of Veterans Affairs (VA) has implemented a new process designed to expedite claims for VA benefits having all information required by the agency and all required supporting evidence. The new…
May 14
Undue Influence

Undue Influence

After an individual’s death, litigation regarding the decedent’s estate can arise in a variety of contexts. A common claim asserted in a lawsuit challenging the validity of a decedent’s Last Will and Testament is that the…
May 13
“Excessive Texting” From One Divorced Parent To The Other Does Not Necessarily Amount To Harassment

“Excessive Texting” From One Divorced Parent To The Other Does Not Necessarily Amount To Harassment

New Jersey appeals court reversed a final restraining order entered in a domestic violence lawsuit, holding that “excessive texting” from one divorced parent to the other does not necessarily amount to harassment. L.M.F. v.…

Rank this Week: 329

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/

May 17
Key Health and Human Services Agency Issues Final Guidelines and Rules on Affordable Health Care (Obamacare) – Los Angeles Income Tax Planning and Income Tax Litigation Attorney Bruce Givner

Key Health and Human Services Agency Issues Final Guidelines and Rules on Affordable Health Care (Obamacare) – Los Angeles Income Tax Planning and Income Tax Litigation Attorney Bruce Givner

A key federal agency, the U.S. Department of Health and Human Services (HHS), has issued final guidelines and rules on the Affordable Health Care Act aka as Obamacare. The guidelines and rules include: 1. Health insurance issuers for…
May 16
In the Midst of Turbulent Times, Medical Device Companies Now Face Immense Penalty from New Medical Device Tax: IRC Section 4191 – Los Angeles Income Tax Planning and Asset Protection Plan Attorney Bruce Givner

In the Midst of Turbulent Times, Medical Device Companies Now Face Immense Penalty from New Medical Device Tax: IRC Section 4191 – Los Angeles Income Tax Planning and Asset Protection Plan Attorney Bruce Givner

Facing current recall lawsuits that can have payoff settlements of millions and billions, many of the world’s medical device companies, such as Johnson & Johnson’s DePuy Orthopedics, Stryker, and Zimmer now face another costly…
May 15
Tax Court Case Shows Taxes Trump Tithing when Deciding a Tax Repayment Plan – Los Angeles Income Tax Planning and Asset Protection Plan Attorney Bruce Givner

Tax Court Case Shows Taxes Trump Tithing when Deciding a Tax Repayment Plan – Los Angeles Income Tax Planning and Asset Protection Plan Attorney Bruce Givner

A recent Tax Court case that puts taxes over tithing has many in the religious community up in arms and lamenting that the federal tax authority is violating biblical law which requires “rendering unto Caesar only the things that are…

Rank this Week: 394

Anderson, Dorn & Rader, Ltd. Blog

Covers estate planning, probate and living trusts in Nevada.

http://www.wealth-counselors.com/blog/

May 15
Are Premarital Agreements in Poor Taste?

Are Premarital Agreements in Poor Taste?

Estate planning involves confronting some sensitive matters. For many people considering marriage, one such issue is the decision to ask your spouse-to-be to enter into a premarital agreement. Those who are entering into a first…
May 15
Free Reports: Wills, Trusts, Legacy Planning and More

Free Reports: Wills, Trusts, Legacy Planning and More

On the Internet there are marketers that sell generic estate planning documents like wills and trusts. Statistics tell us that most people don’t have a comprehensive estate plan in place. Some of these people finally decide to put the…
May 2
Wealthy New York Developer Died Intestate

Wealthy New York Developer Died Intestate

When you die without a will you are said to have died intestate. Under these circumstances the probate court must sort things out utilizing the laws of the state of Nevada. If you are married and you have no children your spouse would inherit…

Rank this Week: 435

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

Covers celebrity and true case stories on probate litigation. By Andrew Mayoras.

http://www.probatelawyerblog.com/

May 14
No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit

No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit

Kobe Bryant, long-time Los Angeles Laker and future Hall-of-Famer, is in a bitter feud with his own mother over ownership of memorabilia worth more than $1.5 million. He’s locked in a he-said, she-said dispute about whether he gave the…
May 9
Amanda Bynes' Comeback Could Begin With A Guardianship

Amanda Bynes' Comeback Could Begin With A Guardianship

Amanda Bynes came into the public eye as one of Nickelodeon’s sweethearts. Now friends and colleagues are so worried about her recent erratic behavior that they have been begging for police intervention. Her former publicist, Jonathan…
Apr 22
Kim Kardashian Settles Divorce Case With Kris Humphrie

Kim Kardashian Settles Divorce Case With Kris Humphrie

Not many people -- even celebrities -- can claim a record as impressive as Kim Kardashian and Kris Humphries. The marriage: 72 days. The divorce: 536 days. But, it's finally over. And according to reports, it was Kris Humphries who caved at…

Rank this Week: 467

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. Published by Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/

May 17
Retirement Savings Change Based on Income Projection

Retirement Savings Change Based on Income Projection

The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. The projections changed the way…
May 15
No NC Tax Reform Bill Yet, Here's the Plan

No NC Tax Reform Bill Yet, Here's the Plan

The North Carolina Senate had announced plans to reveal the new NC tax reform bill in early May. However, the press conference instead produced the outline of a measure that the Senate hopes to turn into a bill later in 2013. Citing pending…
May 13
Creditors Can Still Collect From Foreign Trust

Creditors Can Still Collect From Foreign Trust

Foreign trusts, or offshore trusts, are popular asset protection tools as they are notorious for providing superior protection from creditors. However, foreign trusts are not creditor-proof.Creditors face a greater challenge when they must…

Rank this Week: 476

Lancaster Law Blog

Covers business law, employment law, estate planning, family law, and nonprofit law information for Lancaster County and Pennsylvania residents. From Russell, Krafft & Gruber.

http://www.lancasterlawblog.com/

May 15
Pending Mechanics' Lien Legislation to Impact PA Lender

Pending Mechanics' Lien Legislation to Impact PA Lender

The Pennsylvania Supreme Court sent shockwaves through the lending world in May 2012 when it issued its opinion in Commerce Bank/Harrisburg v. Kessler. In the case, the Court held that a bank's open-end mortgage was subordinate to a…
Apr 30
Consumer Alert

Consumer Alert

About a week or so ago the stack of letters pictured to the right arrived in the mail like a stack of Christmas Cards. The letters were from "Corporate Records Services" and stated on the front of the envelope "IMPORTANT ANNUAL MINUTES…
Apr 18
IRS Announces Three-Month Extension Following Boston Marathon Explosion

IRS Announces Three-Month Extension Following Boston Marathon Explosion

On the day following the horrible events in Boston on April 15, the Internal Revenue Service announced that it would provide a three month extension for taxpayers affected by the explosions to file and pay their federal taxes. While the…

Rank this Week: 478

Weiss Berzowski Brady LLP

Weiss Berzowski Brady has produced legal podcasts on a variety of topics.

http://www.wbb-law.com/multimedia/blog

Oct 15
Political Discussions in the Workplace

Political Discussions in the Workplace

Post by Anna M. Pepelnjak Once again, elections are fast approaching. Divisive issues are at stake. The sides are profoundly separated and the “middle ground” looks to be disappearing. So, what happens when folks having politically…
Oct 10
Lowering the Judgment Interest Rate – Help or Hindrance for Collection?

Lowering the Judgment Interest Rate – Help or Hindrance for Collection?

Post by Barry R. White Most of my clients understand that judgments accrue interest from the time they are entered until they are paid. However, there is some confusion among my clients as to how to calculate interest because the rules…
Sep 25
Can You Believe It? The Government Did Something Right!

Can You Believe It? The Government Did Something Right!

Post by Sandy Swartzberg My grandfather, Sam, made the comment once that you are lucky if government is only twenty years behind where we are technologically. The JOBS Act is an example of this theory. The JOBS Act recognizes the influence…

Rank this Week: 489

Wisconsin Estate Planning

Covers Wisconsin estate planning, elder law, probate and trust administration, real estate law, business organization, and individual income tax preparation. By Tesar Law Group, S.C.

http://blog.tesarlaw.com/

May 17
Prenups: Another Wedding “To-Do” Before the Big Day?

Prenups: Another Wedding “To-Do” Before the Big Day?

A properly prepared prenuptial agreement may help you fully understand the consequences of marriage when it comes to your assets, your wishes and your loved ones.
May 15
The Mighty Power of Attorney (POA)

The Mighty Power of Attorney (POA)

In the right hands powers of attorneys can be very powerful estate planning tools.
May 13
Is Portability Really Here to Stay?

Is Portability Really Here to Stay?

Portability is a complex provision of the estate tax law that is likely here to stay. It is important to seek competent advice in order to properly achieve your estate planning goals through the use of this provision.

Rank this Week: 509

Walden & Pfannenstiel Blog

Covers bankruptcy and estate planning.

http://wplawpractice.com/blog/

May 15
Where is a Kansas Bankruptcy Case Filed?

Where is a Kansas Bankruptcy Case Filed?

Bankruptcy cases are filed in U.S. Bankruptcy Court, which is a division of the Federal District Courts. Divorce, collection, probate and similar cases are filed in one of the 31 Kansas District Courts located sporadically throughout…
Apr 30
Bankruptcy Median Income Update for Kansas and Missouri

Bankruptcy Median Income Update for Kansas and Missouri

The Means Test looks at your Median Income to determine for which Chapter of Bankruptcy you qualify: Chapter 7 or Chapter 13 As of tomorrow, May 1, 2013, the Median Income Levels are changing once again. They are back up in Kansas. This comes…
Apr 30
Bankruptcy Median Income Update for Kansas and Missouri

Bankruptcy Median Income Update for Kansas and Missouri

The Means Test looks at your Median Income to determine for which Chapter of Bankruptcy you qualify: Chapter 7 or Chapter 13 As of tomorrow, May 1, 2013, the Median Income Levels are changing once again. They are back up in Kansas. This comes…

Rank this Week: 517

Your Minnesota Family Lawyer Blog

Covers family law, estate planning, and probate in Minnesota. By Jennifer R. Lewis Kannegieter.

http://www.yourminnesotafamilylawyerblog.com/

May 16
5 Things Couples Need to Know Before Buying Real Estate

5 Things Couples Need to Know Before Buying Real Estate

Buying a house can be an exciting, and overwhelming, time. For couples purchasing real estate there are some legal consequences they should be aware of. All too often these consequences are not considered until the relationship…
May 9
Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children

Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children

One of the most difficult things in any paternity or divorce case is figuring out the schedule for your children – this comes into play when talking about both physical custody and parenting time. In Minnesota, physical custody is the…
May 5
Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent

Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent

One of the most important things in preparing your estate plan is naming the appropriate person to act as your Personal Representative (or Executor). Some people feel there is a “right” person to name, by virtue of relationship,…

Rank this Week: 557

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/blog/

May 17
Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry

Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry

The American Academy of Estate Planning Attorneys, a premier membership organization providing legal education and business support for attorneys nationwide, celebrates 20 years of revolutionizing the practice of law. The Academy’s…
May 15
Heir of Last Resort

Heir of Last Resort

If a client dies without leaving a Will or Trust or other instructions regarding their assets, the assets pass via intestacy. Intestacy, essentially, is the default Will for each person dying a resident of that particular state. Every state…
May 13
A Long (But Not Strange) Trip

A Long (But Not Strange) Trip

I recently attended the Academy’s 20th Anniversary Summit in our home base of Philadelphia. First-off, it was wonderful to finally have the Academy in our own backyard. This is the first time in 20 years that a Summit has been held…

Rank this Week: 564

Andrew Flusche, Virginia Lawyer

Covers small business, criminal, IP, and estate planning issues.

http://www.andrewflusche.com

May 16
Driving on Suspended Secret: There may be Problems with the Prior Offense

Driving on Suspended Secret: There may be Problems with the Prior Offense

If you’re charged with driving on suspended second or subsequent offense one of the most important jobs we have is to look into all the prior offenses that the Commonwealth claims you have. The driving record from DMV just shows the…
May 15
Driving on Suspended Secret: You Must be Operating a Motor Vehicle

Driving on Suspended Secret: You Must be Operating a Motor Vehicle

To be guilty of the regular version of driving on suspended in Virginia, the Commonwealth has to prove that you are driving what the law calls a “motor vehicle.” Now this is not just a car. A motor vehicle does have a broader…
May 14
Driving on Suspended Secret: You Must be Legally Suspended

Driving on Suspended Secret: You Must be Legally Suspended

In order for the Commonwealth to prove that you are guilty of driving on a suspended license, one element they must prove is that you were actually suspended at the time of the driving. Note that this ties in to our other piece of the puzzle…

Rank this Week: 561

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/

May 13
Estate Planning for High School Graduate

Estate Planning for High School Graduate

As La Quinta probate attorneys, we have many clients with children in high school or college. In the wake of graduation season, it is important to note that even 18 year olds needs some type of estate planning. We recommend the…
Apr 22
Why You Should Not Hold Property in Joint Tenancy with Your Children

Why You Should Not Hold Property in Joint Tenancy with Your Children

Our Palm Springs Estate Planning attorneys have clients who frequently ask about putting their children's name on their real property deed. The assumption is that this will avoid probate and will also avoid the necessity for a living trust or…
Apr 1
Palm Springs Trust Attorney Explains the Impact of DOMA on Estate Planning

Palm Springs Trust Attorney Explains the Impact of DOMA on Estate Planning

The Supreme Court heard arguments last week regarding the constitutionality of the Defense of Marriage Act (DOMA). The legal arguments focused primarily on the 10th amendment and the freedom of individual states to choose how to define…

Rank this Week: 578

New York Probate & Estate…

New York Probate & Estate Litigation Blog

Covers probate news, procedures and resources. By Philip M. Bernstein.

http://www.nyprobatelitigation.com/

May 12
Summary Judgment Granted To Void Trust For Lack Of Capacity

Summary Judgment Granted To Void Trust For Lack Of Capacity

Richmond County Surrogate Robert J. Gigante has ruled that a trust executed by an 88 year old decedent 61 days before her death was void for lack of mental capacity in the Matter of the Estate of Muriel Donaldson reported at 956 NYS2d…
Apr 4
Adjournment Of 1404 Examination Extends Time To File Objection

Adjournment Of 1404 Examination Extends Time To File Objection

The Supreme Court's Appellate Division has affirmed an order issued by Nassau County Surrogate Edward McCarty in the Matter of Palma A. Pascale 102 AD 3rd 796 which granted objectant's motion to compel production of certain documents…
Jan 15
Appellate Court Upholds Choice Of Executor

Appellate Court Upholds Choice Of Executor

The Appellate Division of the Fourth Department has upheld the decision of the Erie County Surrogate which dismissed objections to the nomination of an executor in the Matter of the Estate of Carmen J. Russo reported at…

Rank this Week: 565

Parman & Easterday Blog

Covers elder law and estate planning.

http://www.parmanlaw.com/blog/

May 17
Reduce Taxable Estate With 529 Plan Contribution

Reduce Taxable Estate With 529 Plan Contribution

The value of your estate can be dramatically trimmed down by the federal estate tax. During the current calendar year the estate tax exclusion is $5.25 million, and the maximum rate of the tax is 40%. We have a gift tax in place as well. This…
May 16
New York Estate Case Underscores Importance of Planning

New York Estate Case Underscores Importance of Planning

We came across an interesting article on the Forbes website recently that underscores the importance of estate planning. You definitely don’t want to die intestate, especially if you are in possession of considerable resources.…
May 13
Ed Koch Passes; Estate Tax a Factor for Heir

Ed Koch Passes; Estate Tax a Factor for Heir

Edward Koch was the mayor of New York for three terms, and many people may not be aware of the fact that he also served as a congressman from New York. Koch died in February at the age of 88, and according to sources the value of the estate…

Rank this Week: 618

Palo Alto Estate Planning Blog

Covers tax planning, estate planning, trusts, wills and charitable giving. By Finch Montgomery Wright LLP.

http://www.paloaltoestateplanninglawyerblog.com/

May 12
Lessons From Literature: War and Peace and Outdated Will

Lessons From Literature: War and Peace and Outdated Will

I can't help myself, I see estate planning angles everywhere. Welcome to a new, recurrent, feature of this blog: Lessons from Literature. Whenever I read a good book with an estate planning angle, I'll share it with you here. Recently, as…
May 12
Mother's Day Thought: Create Durable Powers of Attorney for Your College Kid

Mother's Day Thought: Create Durable Powers of Attorney for Your College Kid

It's mother's day and I'm thinking about the fact that my daughter goes to college soon. She also turns eighteen years old in November, and, in addition to the new camera she thinks that she wants for a present, I'm going to surprise her…
Apr 8
The Kiddie Tax Explained

The Kiddie Tax Explained

It's that time of year! We are all thinking about taxes, but here's a tax you may not have given much thought to: the Kiddie Tax. This is a tax that was imposed as a way to prevent high tax bracket parents from shifting income to their lower…

Rank this Week: 617

Florida Probate Lawyer Blog

Covers estate, guardianship, probate and trust litigation. By Law Offices of Adrian Philip Thomas.

http://www.florida-probate-lawyer.com/probate

May 16
Lost or Destroyed Will

Lost or Destroyed Will

What happens when the Decedent’s original Last Will & Testament cannot be found? It is well-settled under Florida law that when an original will that is known to have existed cannot be located after the death of the decedent, the…
Apr 18
ADRIAN THOMAS LAWYER REPUTATION

ADRIAN THOMAS LAWYER REPUTATION

“The way to gain a good reputation is to endeavor to be what you desire to appear.” ~ Socrates The lawyers at Adrian Philip Thomas, P.A. strive to be competent and passionate advocates for their clients while…
Apr 8
Inheritance Dispute Lawyer

Inheritance Dispute Lawyer

Remedies Available in Florida Courts Tortious interference with an inheritance is a relatively new but widely recognized tort that is currently accepted in Florida and half of the United States. Many other states have reported…

Rank this Week: 681

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog

May 13
What do I do when I receive a notice of proposed action?

What do I do when I receive a notice of proposed action?

You have received a notice of proposed action in a probate real estate sale… now what do you do? You have options. Generally the notice says that you have until a date (15 days after the notice is mailed) by … Continue…
May 9
Estate Planning second thought

Estate Planning second thought

A great article in Private Wealth magazine quotes yours truly! It is an article about the people that made large gifts at the end of 2012 to take advantage of the $5.12m federal gift tax exemption. Did any of them … Continue…
May 8
Cleaning up estate plan messes after death

Cleaning up estate plan messes after death

“I can get a trust done for $500, on the back page of Rolling Stone magazine, so why should I pay you $2,000?” My answer is simply, “we will find out after you die how good your five hundred dollar … Continue reading…

Rank this Week: 715

Murphy's Law Blog

Covers elder law, estate planning and probate. By Noreen Murphy.

http://www.noreenmurphylaw.com/blog/

May 12
May Is Elder Law Education Month

May Is Elder Law Education Month

The Massachusetts Bar Association and the Massachusetts Chapter of the National Academy of Elder Law Attorneys have joined together to sponsor “Taking Control of Your Future: A Legal Checkup.” Qualified attorneys will be giving…
May 12
College Students Need “Estate Planning” Document

College Students Need “Estate Planning” Document

Estate planning is not the first thought most parents have when their child is accepted to college. But it should be addressed before your child goes off to school. Once your child turns 18, they are no longer a minor. … Continue…
Dec 2
Granny Pods: An Alternative To A Nursing Home?

Granny Pods: An Alternative To A Nursing Home?

Officially called a MEDCottage, these are modular units that can be placed in a family members yard and may be an alternative to nursing home placement. The company that manufacturers them, N2Care, says their mission is to…

Rank this Week: 754

Provides news and views on current topics in elder law, estate planning, wills and trusts, caregiver issues, probate and estate administration, Medicaid and Veterans benefits, other issues of importance to seniors and their families. By Joseph S. Karp.

http://karplaw.blogspot.com/

May 17
"Permanent" estate tax, right? Um, maybe not

"Permanent" estate tax, right? Um, maybe not

The American Taxpayer Relief Act provided just that - relief - to estate planners and clients when it was passed by Congress in January 2013. The so-called federal "fiscal cliff" legislation was hailed as putting to rest the…
May 12
Happy Mother's Day to all!

Happy Mother's Day to all!

In this photo, circa 1940s, that's my beloved late mother Beatrice Karp at right. At left is her younger sister, my dear Aunt Pearl, who has always been like a mother to my brothers and me. Pearl is a dynamo still and I feel lucky to have her…
May 11
What happens to the money of a Florida resident who dies without a will?

What happens to the money of a Florida resident who dies without a will?

Dying intestate - without a will - rarely creates headlines. Generally it creates only confusion and unnecessary expense for those left behind. Unless you're Roman Blum. The Staten Island, New York resident's death is making headlines…

Rank this Week: 812

Duffy Law Office

Covers estate planning and elder law in Iowa.

http://www.duffylawoffice.com/blog/

May 17
Economic Debacle Impacted Boomer Inheritance

Economic Debacle Impacted Boomer Inheritance

The economic downturn that started in 2007 had some wide-ranging impact as we all know. However, one of the things that you may not think about is the effect that this debacle had on the inheritances that baby boomers will be receiving. From…
May 15
Addressing Contingencies Elders Often Face

Addressing Contingencies Elders Often Face

On the surface estate planning can seem like a purely financial endeavor. However, most senior citizens experience a gradual decline before they pass away. You are generally not completely healthy one day and dead the next. There are certain…
May 13
A Look at Tax-Free Gifting

A Look at Tax-Free Gifting

The federal estate tax and the gift tax are unified. There is a unified $5.25 million exclusion in 2013. As a result, you could give $5.25 million in taxable gifts throughout your life without incurring any gift tax liability. However, if you…

Rank this Week: 821

Estate Planning, Explained

By One Point One Legal, PLC.

http://www.onepointonelegal.com/category/blog/wills-trusts-and-taxes/

May 13
Resigning as Trustee

Resigning as Trustee

Many people seem to think of being a trustee as being like having a job: a trustee has responsibilities to fulfill and gets paid (sometimes). But, in many ways, being a trustee is nothing like having a job. The differencedirect lender payday…
Apr 24
Funding: How to Get Stuff into Your Trust

Funding: How to Get Stuff into Your Trust

“Funding” a trust is what estate planning lawyers call the process of getting your assets into the trust. Trust vs. Trustee When we say we want to transfer something to your trust, what we really mean is we want toFunding: How to…
Mar 26
The Affordable Estate Plan Experiment

The Affordable Estate Plan Experiment

Since we opened in 2011, we’ve had a number of clients who didn’t really need or want all of the customization and attorney time we offer in our traditional estate planning process, as well as a few who just weren’t…

Rank this Week: 843

Anker Reed HSC's Blog

Covers business, real estate, estate planning, probate, trusts, wills, intellectual property and civil litigation.

http://ankerreedhsc.wordpress.com/

Feb 25
Is Your Agreement Worth the Paper it is Written On?

Is Your Agreement Worth the Paper it is Written On?

The California Supreme Court recently answered that question with a resounding “No”. In one of its early decisions in 2013, Riverisland Cold Storage vs. Fresno-Madera Production Credit Association, the Court rejected what had…
Jan 7
Introducing the New Law Firm Formation of Anker, Hymes & Schreiber, LLP

Introducing the New Law Firm Formation of Anker, Hymes & Schreiber, LLP

Larry S. Hymes and Douglas K. Schreiber are pleased to announce the formation of their new law firm, Anker, Hymes & Schreiber, LLP to continue the Anker Reed HSC tradition of serving your legal needs.
Aug 15
Most Trusted Advisors 2nd Consecutive Nomination

Most Trusted Advisors 2nd Consecutive Nomination

Los Angeles Business Attorney Robert A. Cohen of Anker Reed HSC received a 2nd consecutive nomination to the San Fernando Valley’s Most Trusted Advisors Nomination.

Rank this Week: 832

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

Covers estate planning topics such as conservatorship, guardianship, health care and advanced directive, living trusts, and probate. By Law Office of Scott D. Soady, A Professional Corporation

http://www.sandiegoestateplanninglawyerblog.com/

May 17
Understanding the Legal Relationships in a Revocable Living Trust

Understanding the Legal Relationships in a Revocable Living Trust

A revocable living trust is a common estate planning device where a person, called a settlor, transfers his or her assets to a trustee, usually themselves. The settlor can amend or revoke the trust at any point during his or her lifetime. At…
May 11
Who Can Access Your Social Media Accounts After Your Death?

Who Can Access Your Social Media Accounts After Your Death?

Traditionally, California estate planning addresses distribution of real and tangible personal property. But in the Internet age, intangible personal assets such as social media accounts are an essential part of many estates. Google, Facebook…
May 10
Estate Planning Complications of Divorce

Estate Planning Complications of Divorce

Divorce entails not only dividing a couple's assets but undoing potentially complex estate planning entered into during the marriage. In the case of trusts, where asset titles are legally transferred to trustees, things can get even more…

Rank this Week: 854

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com

May 15
In Memory of Jake

In Memory of Jake

My family experienced the full spectrum of emotions last week. We started the week celebrating my brother’s wedding, and ended it grieving the death of my father-in-law, Jake Combs, from a sudden and unexpected illness. Although Jake…
May 8
You’ve Signed Your Estate Planning Documents — Now What?

You’ve Signed Your Estate Planning Documents — Now What?

Once you’ve signed your estate planning documents—your will, powers of attorney and other important paperwork—you’re more prepared than most Americans. However, you’re not out of the woods yet. You need to make…
May 1
Three Dangerous Consequences of Putting Off Estate Planning

Three Dangerous Consequences of Putting Off Estate Planning

Any attorney can tell you it’s best to create your will while you’re healthy and in full command of all your resources. Unfortunately, though, some people just let time slip by. You need to know that putting off your estate…

Rank this Week: 848

Elder Counsel Blog

Provides education and tools for Elder Law and Special Needs Attorneys.

http://www.eldercounselblog.com

May 13
Round 2: What Changes Will Be Coming to the VA Pension Program?

Round 2: What Changes Will Be Coming to the VA Pension Program?

Last year S. 3270 was introduced, proposing numerous changes to the VA pension program, including a lookback period and a penalty period for transfers made prior to qualifying for the VA pension program. The bill was not passed, and on…
May 9
A Journey through Your Practice Gameplan™

A Journey through Your Practice Gameplan™

Included in ElderCounsel’s membership is a practice building roadmap that many new ElderCounsel members follow. We call it, “Your Practice Gameplan™.” This Gameplan is a combination of one-on-one coaching,…
May 2
Making History……A Teenager, Downs Syndrome and Base Camp on Mt. Everest

Making History……A Teenager, Downs Syndrome and Base Camp on Mt. Everest

I knew exactly what I was going to write about when we were asked to contribute to the blog at ElderCounsel…..and then it became a national news story! While this story was reported a few weeks back, I still feel the trek to Base…

Rank this Week: 893

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/

May 18
Tax Benefits of a Charitable Remainder Trust

Tax Benefits of a Charitable Remainder Trust

The tax benefit of a charitable remainder trust is that a person can recognize a charitable contribution and still receive income on their assets during their lifetime. The person who sets up the trust has control over how long they receive…
May 16
Differences Between a Long Island Executor vs. Trustee

Differences Between a Long Island Executor vs. Trustee

A Long Island testator names the executor in the testator’s will. An estate executor, administrator or personal representative of a Long Island estate is in charge of managing and distributing the estate assets. This includes the duties…
Apr 30
How Do I Settle a Long Island Estate?

How Do I Settle a Long Island Estate?

A Long Island estate can be settled without filing a formal accounting with the Nassau County or Suffolk County Surrogate’s Court if the parties to the estate agree to an informal accounting instead. An informal accounting avoids the…

Rank this Week: 943

Kevin A. Pollock BLAWG

Covers wills, trusts & estates, guardianships, tax and asset protection planning.

http://willstrustsestates.blogspot.com/

May 16
New Estate Administration Comedy

New Estate Administration Comedy

In the spirit of the great film, Brewster's Millions, Fox TV has come out with a new comedy called The Goodwin Games. You can see the first episode on Hulu if you want. I'm always a sucker for wacky Will scenarios, and this…
Apr 22
Major Changes to Tax Law in New Budget Proposal

Major Changes to Tax Law in New Budget Proposal

Recently, President Obama announced his proposed budget for 2014. Included in the budget are some major changes to the recently enacted "permanent" estate tax exemption laws. If you recall, a few short months ago, a fiscal cliff…
Feb 14
Creating a Trust for Personal Injury Settlement

Creating a Trust for Personal Injury Settlement

Victims of a personal injury have many burdens to bear. Most people can expect to deal with the stress of a lawsuit, loss of income, coping with with injuries and physical therapy. However, one item that many…

Rank this Week: 934

Florida Probate Litigation

Covers corporate trustees, compensation disputes, contested guardianship proceedings, creditors' claims, homestead litigation, will construction litigation, and trust and estates litigation. By Juan C. Antunez.

http://www.flprobatelitigation.com/

May 10
4th & 2d DCA on "in camera" review of privileged documents in probate litigation

4th & 2d DCA on "in camera" review of privileged documents in probate litigation

If you're an estate planner, it's only a matter of time until someone asks you to turn over a deceased client's estate planning file. Don't automatically say "yes," you'd be surprised (horrified!) by the ethical traps lurking in this…
Apr 25
5th DCA: Does inter vivos gift of stock automatically fail if stock certificate remained registered in donor's name at death?

5th DCA: Does inter vivos gift of stock automatically fail if stock certificate remained registered in donor's name at death?

Welch v. Dececco, --- So.3d ----, 2012 WL 5969623 (Fla. 5th DCA November 30, 2012) When and "if" a gift actually occurs can be a tricky, fact-intensive issue to decide. A few years ago I wrote here about a contested gift by former major…
Apr 22
AAA's new Wills and Trusts Arbitration Rules and Mediation Procedure

AAA's new Wills and Trusts Arbitration Rules and Mediation Procedure

As end users of Florida's court system, trusts and estates lawyers know all too well the negative consequences of an underfunded judiciary. What may not be as clearly apparent is that our clients do have the power to largely "opt…

Rank this Week: 947

New York Personal Injury Lawyer…

New York Personal Injury Lawyer Blog

Covers personal injury law. By the Law Offices of Stephen Bilkis & Associates.

http://www.newyorkinjurylawyer247blog.com/

Aug 18
Child Injured in Car Accident

Child Injured in Car Accident

On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked with…
Aug 18
Child Injured in Car Accident

Child Injured in Car Accident

On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked…
Aug 7
Plaintiff Claims She was Defrauded

Plaintiff Claims She was Defrauded

The plaintiff in the case is Willie B. Sosa. The defendants in the case are Lorenzo Hines, Eddie Meyers, Harold Hall, and the Estate of Dessie Ree Meyers. The judge in the case is Arthur M. Schack. About the Case

Rank this Week: 919

Kansas & Missouri Estate Planning

Covers estate planning, elder law, asset protection, charitable giving, and business law. By Kyle E. Krull.

http://blog.kylekrull.com/kansas-missouri-estate-planning/

May 18
Kansas and Missouri Weekly Estate Planning Digest - Overland Park, KS

Kansas and Missouri Weekly Estate Planning Digest - Overland Park, KS

In case you missed them, here are our five blog posts from this past week for your convenience. I welcome your feedback regarding any of these posts and your input regarding any areas of particular interest you would like for me to cover.
May 17
IRS Getting Greedy Over Old “Gifts” In Overland Park, KS?

IRS Getting Greedy Over Old “Gifts” In Overland Park, KS?

So, how long does (or can) the IRS scour your financial history to find taxable gifts? Well, it seems they do (or can) go back some 41 years.
May 16
Giving Your IRA For Good In Overland Park, KS

Giving Your IRA For Good In Overland Park, KS

Not having enough retirement income from the old IRA can be a pretty serious problem. On the other hand, having too much retirement income outside of the IRA can be a bit of a problem, too.

Rank this Week: 958

New Jersey Lawyers Blog

Covers New Jersey business, labor and employment, estate planning and consumer law. By McLaughlin & Nardi, LLC.

http://www.newjerseylawyersblog.com/

May 16
The Value of a Buy-Sell Agreement

The Value of a Buy-Sell Agreement

Every owner of a closely held small business should have an up to date buy-sell agreement. A buy-sell agreement is a written agreement between business owners. The purpose of the agreement is to ensure that the current owners are…
Apr 19
Accident Check List - Steps You Should Take Following a New Jersey Accident

Accident Check List - Steps You Should Take Following a New Jersey Accident

Everyone should do their best to avoid accidents that lead to injuries such as car, bus, motorcycle, or trucking accidents, a slip and fall accident, or a work related accident - but some accidents cannot be avoided. Once you get into an…
Apr 10
The Value of a Buy-Sell Agreement

The Value of a Buy-Sell Agreement

Every owner of a closely held small business should have an up to date buy-sell agreement. A buy-sell agreement is a written agreement between a business's owners. The purpose of the agreement is to ensure that the current owners are…

Rank this Week: 992

Julie's Wills & Estate Planning…

Julie's Wills & Estate Planning Blog

Covers estate planning and probate. By Julie Garber.

http://wills.about.com/

May 14
Michael Jackson's Estate Takes More Hit

Michael Jackson's Estate Takes More Hit

With the Michael Jackson/AEG Live wrongful death lawsuit as a backdrop, the controversy surrounding the King of Pop and his family continues. Last week choreographer Wade Robson, who was a voluntary defense witness at Michael Jackson's child…
May 13
House Votes to Repeal North Carolina Estate Tax

House Votes to Repeal North Carolina Estate Tax

Will another state death tax disappear retroactively in 2013? Quite possibly. Last Wednesday the North Carolina House of Representatives voted 82 - 37 in favor of repealing the state estate tax retroactively to January 1, 2013. The bill…
May 12
Moving to Avoid Estate Taxes and Income Taxes? Absolutely Says One Maryland Couple

Moving to Avoid Estate Taxes and Income Taxes? Absolutely Says One Maryland Couple

OK, here I go again, writing about a topic that irks me every time I read an article or a study which concludes that people don't move to reduce their tax bill. As an estate planning attorney who practiced in Maryland from 1995 to 2004 (by…

Rank this Week: 957

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/

Jan 25
Probate Court Discusses Hold Over Proceeding

Probate Court Discusses Hold Over Proceeding

In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. Upon the papers filed in support of the motion and the papers filed in opposition, the court consequently…
Jan 24
Petitioner Questions Validity of Will

Petitioner Questions Validity of Will

In a will contest probate proceeding, the appellant woman appeals from a decree of the Surrogate's Court which as granted the motion of the petitioner, Public Administrator of Kings County, for summary judgment dismissing her objections to…
Jan 24
Landlord Commences Nonpayment Summary Proceeding Against Tenant

Landlord Commences Nonpayment Summary Proceeding Against Tenant

In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. New York Probate Lawyers said that upon the papers filed in support of the motion and the papers filed in…

Rank this Week: 998

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://blogs.forbes.com/hanisarji/

Jan 5
More Estate Tax Changes Could Follow Fiscal Cliff Deal

More Estate Tax Changes Could Follow Fiscal Cliff Deal

News bites might leave you hungry for details about the estate tax and the other wealth transfer taxes. This post aims to answer your questions and serve as a useful resource.
Jun 30
California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance

California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance

In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). “[I]t is time to officially…
Jun 30
Tennessee Woos Wealthy Retirees By Repealing Inheritance And Gift Taxe

Tennessee Woos Wealthy Retirees By Repealing Inheritance And Gift Taxe

States are competing for wealthy retirees and are enticing them with tax breaks. Last month, Tennessee lawmakers cut taxes to keep wealthy retirees in the state and to woo others. In separate bills, Tennessee lawmakers made significant…

Rank this Week: 989

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