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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 31

    Popularity Rises Among Reverse Morris Trust

    Popularity Rises Among Reverse Morris Trust
    When the Internal Revenue Service sent a bill for $413.44 to the Mary Archer W. Morris Trust in 1964, a legal wrangling ensued. The IRS claimed the trust owed unpaid taxes on shares it held in American Trust Co., a...
  • Mar 31

    Robin WIlliams' Widow Takes Stepchildren to Court

    Robin WIlliams' Widow Takes Stepchildren to Court
    Robin Williams’ widow Susan Schneider and his children are entangled in a legal battle over the comedian’s personal items he kept in the house where he committed suicide last August. Susan wants to prevent Zachary, Zelda and Cody from…
  • Mar 31

    The Dead are Living Through Social Security Number

    The Dead are Living Through Social Security Number
    There are roughly 300 to 450 living individuals over the age of 110 in the world, but many more American supercentenarians are on record as still living. According to Social Security records, 6.5 million. This gap in death reporting opens...
Rank this Week: 55

NJ Family Issues

NJ Family Issues

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

http://www.kostrolaw.com/NJFamilyIssues
Rank this Week: 119

Elder Law Office of David Wingate,…

Elder Law Office of David Wingate, LLC

Covers elder law, assisted living facilities, estate planning, and nursing homes.

http://blog.davidwingate.com/
  • Mar 8

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)
    Related proposals pertaining to qualified plans and individual retirement accounts. In addition, the Green Book includes the following proposals that pertain to qualified plans and IRAs: A limit on the total accrual of retirement benefits by…
  • Mar 7

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)
    Sales, exchanges and “comparable transactions” with grantor trusts. The Obama Administration would attempt to address the disconnect between the income tax rules and the estate tax rules that apply to intentionally defective grantor…
  • Mar 7

    Social Security Ups Disability Safeguard

    Social Security Ups Disability Safeguard
    The Social Security Administration is expanding a program nationally to help bar criminals from controlling benefits on behalf of individuals with disabilities and the elderly. The program originally launched as a pilot in the…
Rank this Week: 194

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Mar 2

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily Times  presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership…
  • Mar 2

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily News presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership of a…
  • Feb 21

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
Rank this Week: 325

Estate Law Canada

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/
  • Mar 30

    Winnipeg woman, 98, packs up a lifetime of memorie

    Winnipeg woman, 98, packs up a lifetime of memorie
    I'd like to share with you an article I read from CBC News in Winnipeg. It's about Gail Carruthers, 98 years old, who is leaving her home to move to a long-term care facility. She's downsizing her possessions, just as thousands of other…
  • Mar 29

    What legal document does the executor have to submit to the court to close an estate?

    What legal document does the executor have to submit to the court to close an estate?
    Here is a question that I don't believe I've been asked before. That doesn't happen very often! This reader wants to know what an executor should file with the government to close an estate. Here is the question and my answer. "What…
  • Mar 28

    Why would someone buy your business?

    Why would someone buy your business?
    I always enjoy estate planning with business owners, as there are always a few interesting issues to resolve and some worthwhile challenges to overcome in the process. For business owners, estate planning can take much longer than it does for…
Rank this Week: 398

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/
  • Feb 23

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?
    Widely beloved throughout the world of baseball, especially in Chicago, Ernie Banks -- a/k/a Mr. Cub -- rose from humble beginnings. He began his career earning seven dollars a day in the Negro Leagues, before crossing the color barrier and…
  • Feb 19

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit
    Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control ... until it came to his estate that is. This is installment #12 of our Estate Planning Lessons From The…
  • Feb 16

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 428

Arizona Senior Law Blog

Arizona Senior Law Blog

Covers topics like Arizona Medicaid, ALTCS, and estate planning. By Jackson White.

http://www.arizonaseniorlaw.com/news/
  • Mar 30

    Getting Power of Attorney

    Getting Power of Attorney
    Question: My grandmother lives by herself and I think she is mismanaging her finances. For the most part, she’s still pretty sharp, but I don’t know that she can keep up with her monthly bills like she used to. I want to help her,…
  • Mar 20

    IRA May Have to be Closed for ALTCS

    IRA May Have to be Closed for ALTCS
    Question: My mother has monthly income of about $1,400, about $1,800 in her checking account, and a small IRA with a balance of about $45,000. She needs long-term care, and I understand that Arizona Long Term Care System provides coverage to…
  • Mar 16

    Gift Won’t Delay Eligibility for 5 Year

    Gift Won’t Delay Eligibility for 5 Year
    Question: Last year, I gave about $13,000 to each of my three children. I spoke with my financial planner about paying for long-term care, and she advised me that since I gave away about $39,000, I would have to wait a full five years before…
Rank this Week: 472

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 508

Florida Probate Litigation

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/
  • Mar 20

    Interview with a Probate Lawyer: Richard L. Pearse, Jr.

    Interview with a Probate Lawyer: Richard L. Pearse, Jr.
    Richard L. Pearse, Jr. of Pearse & Stinson, P.A. in Clearwater, Florida, was on the winning side of Kemp & Associates, Inc. v. Chisholm, an interesting 5th DCA opinion I wrote about here involving a woman’s failed attempt to…
  • Mar 18

    From the Humor File

    From the Humor File
    There’s nothing like a good cartoon to add some much-needed levity to our professional lives. I recently posted here some of the cartoons I’ve collected over the years. Lansing R. Palmer of Akerman LLP in West Palm Beach was kind…
  • Mar 17

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
    A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder guardianship: A well-oiled machine, reported that while Florida has an efficient system of identifying and caring for fragile elders,…
Rank this Week: 562

About Florida Law

About Florida Law

Covers Florida estate planning and condo laws. By Sackrin & Tolchinsky.

http://aboutfloridalaw.com
  • Mar 31

    Questions To Ask Before Buying a 55+ Condominium in Florida

    Questions To Ask Before Buying a 55+ Condominium in Florida
    Retiring in South Florida is the dream for many Americans, and for those who do retire here in the MiamiDade – Broward – Palm Beach counties area, that often means moving into a beautiful condominium with beach access or ocean…
  • Mar 24

    When Is a Florida Real Estate Agent or Broker Guilty of the Unauthorized Practice of Law?

    When Is a Florida Real Estate Agent or Broker Guilty of the Unauthorized Practice of Law?
    Buying or selling a home or condo here in South Florida involves lots of paperwork, much of it legal documents like contracts with the real estate agent or broker (listing agreements); as well as sales contracts; real estate deeds; title…
  • Mar 17

    Facing Foreclosure in Florida? Getting Deposition Testimony of the Bank Is Critical to You

    Facing Foreclosure in Florida? Getting Deposition Testimony of the Bank Is Critical to You
    Here in Florida, foreclosure proceedings are still being filed and there are lots of real estate owners that are going through the stress of defending against a bank foreclosure action. Sadly, many of these Florida home owners have walked…
Rank this Week: 657

Toronto Estate Law Blog

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/
  • Mar 31

    Inheritance Tax Debates Continue

    Inheritance Tax Debates Continue
    President Obama has recently revealed plans to increase inheritance taxes payable by Americans with high-value estates.  His proposal increases the tax rate applied to estates of sizes greater than $5,430,000.00 from 40% to 68% of the…
  • Mar 30

    Hull on Estates #411 – Capacity assessments under the Substitute Decisions Act

    Hull on Estates #411 – Capacity assessments under the Substitute Decisions Act
    Listen to Hull on Estates #411 – Capacity assessments under the Substitute Decisions Act This week on Hull on Estates, Jonathon Kappy and Doreen So discuss the 411 on Saunders v. Vautier and the jurisdiction of the Court to order a…
  • Mar 29

    Is Sitting The New Smoking?

    Is Sitting The New Smoking?
    Many of us spend a significant portion of our lives sitting. We sit while we eat, commute, work, and while we watch TV. In fact, a recent survey conducted by Ergotron found that on average North Americans are sitting for 13 hours a day. I…
Rank this Week: 701

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • Nov 27

    Stanford Phds Say Renewable Energy Won’t Work

    Stanford Phds Say Renewable Energy Won’t Work
    The A Register:  “Two highly qualified Google engineers who have spent years studying and trying to improve renewable energy technology have stated quite bluntly that renewables will never permit the human race to cut CO2 emissions…
  • Oct 11

    The Law-School Scam

    The Law-School Scam
    The Atlantic:  “For-profit law schools are a capitalist dream of privatized profits and socialized losses. But for their debt-saddled, no-job-prospect graduates, they can be a nightmare. . . . lorida Coastal is one of three law…
  • Apr 15

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo
    Newsmax:  “Add the U.S. Postal Service to the list of federal agencies seeking to purchase . . . alarmingly large quantities of ammunition.  A little more than a year ago, the Social Security Administration put in a request…
Rank this Week: 626

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Nov 10

    Estate Planning for Out-of-State Property

    Estate Planning for Out-of-State Property
    If you live in Florida and own property in another state an ancillary administration will be necessary upon the death of the owner(s) of that property. This special probate administration will be in addition to the administration you have…
  • Oct 29

    Revocable Trusts and Asset Protection

    Revocable Trusts and Asset Protection
    Many times we get questions from clients asking if their revocable trust provides asset protection from creditors. The answer to this is the typical legal answer "It Depends". That is it depends on who owes the money. In Florida a…
  • Oct 28

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 692

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Mar 26

    The Biggest Estate Planning Mistake

    The Biggest Estate Planning Mistake
    Everyone knows an estate plan is a good idea, but too few actually follow through on one. Even then, people who think they’ve dotted every “i” and crossed every “t” still make critical errors that will cause…
  • Mar 19

    Things You Should Have in a Secure Location When You Die

    Things You Should Have in a Secure Location When You Die
    Most people hear “end-of-life plan” and imagine a will, perhaps a trust, maybe even healthcare directives and a power of attorney. Certainly, those are all crucial documents that everyone should have in place. But there are…
  • Mar 12

    How to Choose the Right Agent for Your California Estate Plan

    How to Choose the Right Agent for Your California Estate Plan
    An estate plan is as much of a contingency arrangement as an inheritance mechanism. We all hope to live long lives free of catastrophe or disease, but it would be irresponsible to discount the “what-if”s altogether. View image |…
Rank this Week: 865

Lancaster Law Blog

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/
  • Mar 24

    Do You Want FHA Approval for Your Condominium?

    Do You Want FHA Approval for Your Condominium?
    There are all kinds of acronyms floating around when talking about mortgage programs for condominium associations:  FHA, VA, FMNA, FHLMC, FDMC, etc.  Community associations may benefit from learning about these programs, especially…
  • Mar 23

    12-Packs Available Earlier Than Anticipated

    12-Packs Available Earlier Than Anticipated
    Earlier this month, the PLCB made headlines when they issued a ruling indicating that beer distributors could now sell 12-packs of beer.  In the wake of that decision, many beer distributors and breweries were scrambling to make changes…
  • Mar 16

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?
    In the early stages of starting a business, entrepreneurs often face many problems, most of which require time and money to evaluate and resolve. That being said, there are certain investments a business owner can make that will save a lot of…
Rank this Week: 753

Iowa Law Blog

Iowa Law Blog

Covers business, employment, trust & estates family, real estate, regulatory compliance and utility law. By Sullivan & Ward, PC.

http://www.iowa-lawblog.com/
  • Mar 19

    Interactive Process in Action

    Interactive Process in Action
    If you’re not sure what the interactive process is supposed to look like under the ADA, peruse the facts of the 8th Circuit’s decision in Minnihan v. Mediacom.  I’m also going to summarize the facts below, but if you…
  • Mar 17

    Thinking about selling For Sale By Owner?

    Thinking about selling For Sale By Owner?
    With both interest rates and home inventory starting the year at lows we haven't seen in a long time, this may be the best opportunity for you to sell your home for the most profit.  Most people hire a Realtor to help them through the…
  • Mar 2

    Grandparent and Great-Grandparent Visitation

    Grandparent and Great-Grandparent Visitation
    I am frequently asked about grandparent and/or great-grandparent visitation.  Iowa Code Section 600C.1 discusses the circumstances in which a grandparent and/or great-grandparent may petition the court for visitation with a grandchild…
Rank this Week: 842

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 872

Virginia Disability Law Blog

Virginia Disability Law Blog

Covers Social Security disability law and special needs trusts. By Sheri R. Abrams.

http://sheriabrams.com/blog
Rank this Week: 839

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 800

Derek's Tax blog

Derek's Tax blog

Covers taxes and estate planning. By the Jensen Law Office.

http://www.jensenestatelaw.com/blogs
Rank this Week: 752

Future of the Federal Estate Tax

Future of the Federal Estate Tax

Covers estate tax reform. By Hani Sarji.

http://mhs.typepad.com/threepointfive-45/
  • Jul 4

    [EOC]Let Freedom Ring With Gift Of Firearm

    [EOC]Let Freedom Ring With Gift Of Firearm
    My previous post highlights how Americans are generous, despite a challenging economy. An earlier post mentioned that donating firearms could help the donor, the donor’s family, the charitable organization, and all Americans who get a…
  • Jul 4

    [EOC]Americans Are Generous, Despite Economy

    [EOC]Americans Are Generous, Despite Economy
    A recent report highlights the generosity of Americans. Giving USA 2011: The Annual Report on Philanthropy for the Year 2010 finds that Americans contributed about 2 percent of disposable income in 2010. The executive summary of the report…
  • Jul 4

    [EOC]The Most Important Historical Gun In History Of United State

    [EOC]The Most Important Historical Gun In History Of United State
    I have been researching estate planning for firearms, and I came across a video that is worth sharing today, a day on which we celebrate the United States and reflect on its history. The video is about the Girandoni air rifle, which is on…
Rank this Week: 739

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
  • Mar 30

    10 Things to Ask Your Accountant: Small Biz Webinar

    10 Things to Ask Your Accountant: Small Biz Webinar
    Our tax attorneys in Chapel Hill recently reviewed the advantages and disadvantages of investing or gifting your tax refund, tax issues when settling an estate, and ways to protect yourself from tax preparer fraud. As the tax season filing…
  • Mar 27

    Downsides of Do-It-Yourself Powers of Attorney

    Downsides of Do-It-Yourself Powers of Attorney
    Powers of attorney are powerful documents that grant another individual broad rights over medical and financial decisions. Such an important power should involve careful planning. Ready-made legal forms found online, software programs with…
  • Mar 25

    Beneficiary Designation Reminder

    Beneficiary Designation Reminder
    Beneficiary designation forms are an important way for account and asset owners to ensure the respective assets pass to the individuals of their choosing. Mistakes with beneficiary designations could result in serious loss – the…
Rank this Week: 967

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Mar 30

    11 Ways To Identify Your Ideal Client

    11 Ways To Identify Your Ideal Client
    Spring cleaning is, to no one’s surprise who knows me at all, one of my favorite times of the year. I’m a minimalist at heart, so the thought of purging the old and no longer needed/wanted items in my own home as well as in my…
  • Mar 27

    Getting Your Sales Team Tournament Ready

    Getting Your Sales Team Tournament Ready
    It’s basketball time in Kentucky!  The March mess of snow and ugly weather has been replaced with the spreading March Madness mindset that sweeps across our state each spring. Seemingly sane people who catch the fever show symptoms…
  • Mar 25

    Life Insurance Trusts and Fiduciary Dutie

    Life Insurance Trusts and Fiduciary Dutie
    Sometimes, an attorney, advisor, or other person close to the client serves as the trustee of an irrevocable life insurance trust (“ILIT”). This seems simple enough. The client contributes money and the trustee sends Crummey…
Rank this Week: 1123

Estate Planning Blog

Estate Planning Blog

Covers asset protection, estate planning, probate and income tax planning. By Sheppard, Brett, Stewart, Hersch, Kinsey & Hill P.A.

http://www.sbshlaw.com/blog
  • Mar 27

    How are Gift and Estate Taxes Related?

    How are Gift and Estate Taxes Related?
    I’m often asked how the gift tax rules and the estate tax rules relate to one another. Gift and estate taxes are known as “transfer” taxes, based upon the value of assets being transferred from one person to another. The…
  • Mar 20

    Different Basket

    Different Basket
    When choosing how to approach your estate plan, it’s important to realize that the different types of assets that you own have different legal and tax treatments. The way that I most often explain it is to consider them grouped into…
  • Mar 12

    Trust Administration

    Trust Administration
    Note: This is an edited excerpt from Craig’s recently published book – Legal Matters When a Loved One Dies – available on amazon.com There’s much confusion for family members when a loved one dies with a revocable…
Rank this Week: 1036

Fiduciary Folio

Fiduciary Folio

Covers fiduciary (wills, estates, entity representations) law, particularly as applied in the State of Georgia. By Tanner Pittman.

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Mar 6

    Clarke County Superior Court totally reversed on appeal in trust matter

    Clarke County Superior Court totally reversed on appeal in trust matter
    The superior court judge of Athens-Clarke County apparently totally botched a trust litigation matter, according to the Georgia Court of Appeals. The lower court had determined that a trust's maker (the "settlor") had improperly amended…
  • Feb 25

    Facebook at vanguard of digital inheritance

    Facebook at vanguard of digital inheritance
    Facebook users (of which this firm is not one) have long since realized that their accounts are digital journals of their lives. These records are valuable, not only to users, but to their posterity.  Responding to…
  • Dec 9

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
Rank this Week: 1125

Massachusetts Estate Planning,…

Massachusetts Estate Planning, Probate & Elder Law

Features a blend of common sense info for clients and family caregivers and in-depth probate, tax and Medicaid analysis for lawyers & CPAs. By Brian E. Barreira.

http://elderlaw.info/
Rank this Week: 1057

Julie's Wills & Estate Planning…

Julie's Wills & Estate Planning Blog

Covers estate planning and probate. By Julie Garber.

http://wills.about.com/
  • May 31

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog
    Listen up Wills & Estate Planning Blog readers - my blog has moved to a new location with a new name: Common Sense Estate Planning Blog. My About.com blogs aren't going away, they're just being transitioned into articles that will still…
  • May 27

    Why Does it Take So Long to Receive Your Inheritance?

    Why Does it Take So Long to Receive Your Inheritance?
    For certain beneficiaries of an estate or trust (you know who you are), the first question they want answered is when they can expect to receive their inheritance - cash is preferred, but a check will do just fine, thank you. What these…
  • May 21

    Does Your Child Need a Discretionary Lifetime Trust?

    Does Your Child Need a Discretionary Lifetime Trust?
    One of my roles as a former estate planning attorney and current trust officer for a private bank is to insure that my clients' estate plans meet their ever-changing estate planning goals. One question that private bank clients bring up on a…
Rank this Week: 1054

Pet Trust Law Blog

Pet Trust Law Blog

Provides information for pet owners on legal topics concerning their well being and future, such as pet euthanasia and medical care, pet sitting, pet caretakers, and pet trusts. By Danny E. Meek, Esq.

http://www.pettrustlawblog.com/
  • May 29

    Thanks for Great Article by Attorney Tami Kamin Meyer

    Thanks for Great Article by Attorney Tami Kamin Meyer
     Recently, Tami Kamin Meyer, an Ohio attorney, writer and regular freelance contributor to many legal blogs and periodicals, was kind enough to contact me to discuss some thoughts on various pet trust issues. As a result of our…
  • May 28

    Thanks for Great Article by Attorney Tami Kamin Meyerr

    Thanks for Great Article by Attorney Tami Kamin Meyerr
     Recently, Tami Kamin Meyer, an Ohio attorney, writer and regular freelance contributor to many legal blogs and periodicals, was kind enough to contact me to discuss some thoughts on various pet trust issues. As a result of our…
  • Oct 9

    Another Pet Owner Leaves Millions for Her Dog and Other Animal

    Another Pet Owner Leaves Millions for Her Dog and Other Animal
    Muriel Siebert was the first woman to hold a seat on the New York Stock Exchange. She recently died and left a gift in her will of $100,000 to a friend, to care for her Chihuahua. In addition, she devised many millions of dollars for the…
Rank this Week: 992

Florida Special Needs Law Blog

Florida Special Needs Law Blog

Providing insight and commentary on SSI, special needs trusts, and Medicaid. By David Lillesand.

http://www.floridaspecialneedslaw.com/
  • Aug 24

    Doctors quitting Medicare?

    Doctors quitting Medicare?
    DOCTORS QUIT? Is the Wall Street Journal becoming Faux News? As Judy Lieberman of the Columbia Journalism Review reported on August 12th, the Wall Street Journal had printed a story called "More Doctors Steer Clear of Medicare: Some Doctors…
  • Aug 13

    ObamaCare and Special Needs Trust

    ObamaCare and Special Needs Trust
    The Supreme Court decision on the Affordable Care Act (ObamaCare) has tremendous implications for our practice, primarily negative, but is a huge boon to planning for persons with disabilities who have been shut out of the private insurance…
  • Apr 26

    Spell-check anyone?

    Spell-check anyone?
    We're working on an appeal of another attorney's client's case that was lost at a Social Security Adminsitration Administrative Law Judge hearing.  In reviewing the twelve page decision, we find the judge wrote the following (the typos are…
Rank this Week: 969

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 934

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 911

Nevada Trust Reporter

Nevada Trust Reporter

Features commentary on trust law and asset protection. By Provident Trust Group, LLC.

http://blog.trustprovident.com/
  • Mar 30

    What to Do With Your Old 401(k)

    What to Do With Your Old 401(k)
    Source: Samantha Sharf, Forbes Of course as a 20 or 30-something, you might figure you’ve got decades to get your act together and organize all your accounts. But putting off this chore can cost you big time. In fact, if ……
  • Mar 27

    Wear Yellow for Seth

    Wear Yellow for Seth
    Word has been spreading fast about five-year-old Seth Lane who suffers from severe combined immunodeficiency disorder (SCID). Seth and his family decided to start a viral campaign urging people to wear yellow, Seth’s…
  • Mar 25

    Planning to Work in Retirement Isn’t Really a Plan

    Planning to Work in Retirement Isn’t Really a Plan
    Source: Nancy Anderson, Forbes These days, many Americans are looking at retirement differently — even to the point of dismissing it entirely and planning to work indefinitely. Unfortunately, they may be in for a rude awakening if…
Rank this Week: 1278

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/
  • Mar 30

    Plaintiffs oppose the instant motion...cont

    Plaintiffs oppose the instant motion...cont
    Defendant's motion seeking summary judgment is hereby granted. Given the allegations made by plaintiffs within their bill of particulars and upon a review of the evidence submitted, the only categories of serious personal injury applicable to…
  • Mar 29

    Plaintiffs oppose the instant motion...cont

    Plaintiffs oppose the instant motion...cont
    NY Insurance Law §5104(a). NY Insurance Law §5102(d), defines serious injury as: A personal injury which results in death; dismemberment; significant disfigurement, a fracture, loss of fetus, permanent loss of use of a body organ,…
  • Mar 28

    Plaintiffs oppose the instant motion..cont

    Plaintiffs oppose the instant motion..cont
    The proponent of a motion for summary judgment carries the initial burden of tendering sufficient admissible evidence to demonstrate the absence of a material issue of fact as a matter of law. There is no requirement that the proof for said…
Rank this Week: 1156

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

Discusses recent cases and developments pertaining to New York trusts and estates law. By Farrell Fritz.

http://www.nyestatelitigationblog.com/
  • Mar 30

    Court Enjoins Trustees from Going to Texas for a “Second Bite at the Apple” to Stop Beneficiaries from Inheriting

    Court Enjoins Trustees from Going to Texas for a “Second Bite at the Apple” to Stop Beneficiaries from Inheriting
    In Levien v Johnson, the New York County Surrogate’s Court recently enjoined the trustees of a testamentary trust from proceeding in Texas to challenge the adoptions of two adults, Parvin Johnson, Jr. and Kenneth Ives, by the grandsons…
  • Feb 19

    In re Lawrence: What the Court of Appeals Says About Gifts from Client to Lawyer

    In re Lawrence: What the Court of Appeals Says About Gifts from Client to Lawyer
    On October 28, 2014, the Court of Appeals rendered its long awaited decision in In re Lawrence, reversing the decision by the Appellate Division in which it was held that (1) a revised retainer agreement, under which the law firm received 40%…
  • Nov 25

    In Terrorem Provisions That Violate Public Policy

    In Terrorem Provisions That Violate Public Policy
    In terrorem clauses generally provide that, where a beneficiary under a testamentary instrument unsuccessfully challenges the instrument’s validity, the beneficiary will forfeit any interests obtained under the instrument. Testators…
Rank this Week: 1467

epilawg

epilawg

Provides insight for planning the resolution of your own story through thoughtful estate planning.

http://epilawg.com/
  • Mar 30

    Vacationing Without the Kids??

    Vacationing Without the Kids??
    Designation of Standby or Temporary Custodian for your Child So, you and your spouse are finally ready to take that vacation to Mexico – without the kids. The flights are booked, your bags are nearly […]Vacationing Without the…
  • Mar 23

    How to Collect Your Final Wage

    How to Collect Your Final Wage
    Collecting Final Wages from Your Employer Most of us don’t work for free. If your employer hasn’t paid you all of the wages you’ve earned, then that’s exactly what you’d be doing. What follows is […]How to…
  • Mar 19

    Painless Probate: Closing Informally

    Painless Probate: Closing Informally
    I really don’t know how probate got such a bad reputation, but in my experience it isn’t that bad. As other contributors to Epilawg have noted (see for example: Estate Planning Myth #6: I Must […]Painless Probate: Closing…
Rank this Week: 1480

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

Covers Pennsylvania and national elder law and estate planning issues. By Jeffrey A. Marshall.

http://marshallelder.blogspot.com/
  • Mar 29

    Elimination of Net Worth Makes More Veterans Eligible for Reduced Cost Health Care

    Elimination of Net Worth Makes More Veterans Eligible for Reduced Cost Health Care
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
  • Mar 27

    Bills Would Authorize ABLE Accounts in Pennsylvania

    Bills Would Authorize ABLE Accounts in Pennsylvania
    <!--[if !mso]> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <![endif]--> <!--[if gte mso 9]> …
  • Mar 24

    The Big 4 Legal Documents for Older Adult

    The Big 4 Legal Documents for Older Adult
    Listed below are four important legal documents that older adults should have. #1, #2 and #3 are needed by all; #4 is optional depending on your specific circumstances. 1. A Power of Attorney for Financial Matters, where you name a trusted…
Rank this Week: 1224

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.connecticutestateplanningattorneysblog.com/
  • Mar 26

    How the ABLE Act Will Help People with Disabilitie

    How the ABLE Act Will Help People with Disabilitie
    Legislators recently passed the federal Achieving a Better Life Experience Act (ABLE), which would allow individuals with disabilities or their families to open savings accounts, with no tax on the earnings, to pay for certain qualified…
  • Mar 26

    Why Changing Beneficiaries is Important

    Why Changing Beneficiaries is Important
    Do you know right now, without looking, who your beneficiaries are in your Will, life insurance or 401K? With good intentions and operating on the best information we have at the time, we make important estate planning decisions about who…
  • Mar 19

    10 Waiver Programs in Connecticut that Can Help You Stay Out of a Nursing Home

    10 Waiver Programs in Connecticut that Can Help You Stay Out of a Nursing Home
    By Claudia W. Englisby What is a waiver program, and what exactly is being waived? Connecticut provides supports to eligible individuals in community-based settings through special programs called Connecticut Medicaid waivers. What’s…
Rank this Week: 1396

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Mar 26

    IRS Drops Penalty Against Marijuana Company For Not Filing Electronically

    IRS Drops Penalty Against Marijuana Company For Not Filing Electronically
    In a settlement reached with the Internal Revenue Service, a Colorado medical marijuana dispensary will not have to pay a penalty for failing to pay certain taxes electronically. The dispensary, Allgreens LLC, failed to pay employee…
  • Mar 5

    IRS Declines to Further Define “Willful” vs. “Non-Willful”

    IRS Declines to Further Define “Willful” vs. “Non-Willful”
    During a February 24 webcast hosted by the American Bar Association, an Internal Revenue Service (IRS) official declined to provide further definition on “willful” versus “non-willful” behavior for taxpayers hoping to…
  • Feb 26

    Protect Your Assets with a Private Retirement Plan

    Protect Your Assets with a Private Retirement Plan
    The following post was taken from our February 2015 newsletter. Click here to subscribe to our monthly newsletter. Most people will not spend a penny today to put a hurdle between their valuable assets and some currently unknown, but…
Rank this Week: 1179

Rule of Law

Rule of Law

Covers British Columbia wills, trusts and estates law, elder law and estate litigation. By Stan Rule.

http://rulelaw.blogspot.com/
  • Mar 25

    New Societies Act Introduced in British Columbia Legislative Assembly

    New Societies Act Introduced in British Columbia Legislative Assembly
    The Government has introduced a new Societies Act in the Legislative Assembly. Bill 24 incorporates many of the recommendations made by the British Columbia Law Institute's Report on Proposals For a New Society Act, which can read here.
  • Mar 3

    Court of Appeal Dismisses Appeal in Bentley v. Maplewood Seniors Care Society

    Court of Appeal Dismisses Appeal in Bentley v. Maplewood Seniors Care Society
    In reasons for judgment released today in Bentley v.Maplewood Seniors Care Society, 2015 BCCA 91, The British Columbia Court of Appeal has upheld Mr. Justice Greyell’s decision dismissing a petition brought by Margaret Anne…
  • Mar 1

    Restrictions on Who May File a Notice of Dispute

    Restrictions on Who May File a Notice of Dispute
    One of the changes made to British Columbia’s rules governing probate procedures that came into effect on March 31, 2014, was the replacement of caveats with notices of dispute. One of the main purposes of both caveats under the former…
Rank this Week: 1251

Western New York Elder Law Blog

Western New York Elder Law Blog

Covers New York estate planning, probate, elder law and health care issues. By Dutcher & Zatkowsky.

http://www.dutcher-zatkowsky.com
  • Mar 25

    Medicare Nursing Home Grading System Altered

    Medicare Nursing Home Grading System Altered
    The U.S. government has revamped its grading system for nursing homes, and the new way will make it tougher for homes to get higher grades. View image | gettyimages.com Currently, about one-third of homes are below standard. With the new…
  • Mar 18

    Why People Avoid Estate Planning

    Why People Avoid Estate Planning
    There are several reasons why people put off estate planning. View image | gettyimages.com A story on huffingtonpost.com listed a few of them. They include: People think they don’t have the time. The author says this is just an excuse.…
  • Mar 11

    Basic Things To Know About Estate Planning

    Basic Things To Know About Estate Planning
    Here are three simple but key things you need to know about estate planning. The estate tax exemption In 2015 you can leave gifts to others upon your death up to $5.43 million free of federal estate taxes. If married, both you and your spouse…
Rank this Week: 1415

Ask Liza: Nolo's Estate Planning…

Ask Liza: Nolo's Estate Planning Blog

Covers estate planning and wills. By Liza Weiman Hanks.

http://blog.nolo.com/estateplanning/
  • Mar 4

    Reporting Foreign Gift

    Reporting Foreign Gift
    Dear Liza: Does a person receiving a gift from a sibling in another country have to pay gift tax on that gift in the United States? In the United States, gifts are not considered ordinary income, so you don’t…
  • Mar 2

    Capital Gains Taxes on Appreciated Property

    Capital Gains Taxes on Appreciated Property
    Dear Liza: My mother gave her house to my sister just before she passed away.  My sister is going to sell the house. Do we have to pay taxes on that? If your mother’s house had appreciated in value between the time your mother…
  • Feb 13

    Dear Liza: My parents have a…

    Dear Liza: My parents have a revocable Trust that is very outdated and we want to make amendments to it. I understand most of the Trust but am having trouble with the Survivors Trust. I was surprised to see that upon the death of one…
Rank this Week: 1356

Gould Cooksey Fennell Blog

Gould Cooksey Fennell Blog

Covers estate planning, real property acquisition, personal injury, will disputes, commercial litigation, business and corporate law, and institutional lending.

http://gouldcooksey.com/blog/
Rank this Week: 1552

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

Covers estate planning, estate administration and estate taxes. By Ettinger Law Firm.

http://www.newyorkestateplanninglawyerblog.com/
  • Sep 27

    New Law Allows Owners to be Buried with Pet

    New Law Allows Owners to be Buried with Pet
    All across the country there are cemeteries for people and cemeteries for pets. Virginia has become the third state in the nation to pass a law allowing pet owners to be buried with man's best friend. Joining New York and Pennsylvania,…
  • Sep 25

    More Estate Planning Lessons from Celebritie

    More Estate Planning Lessons from Celebritie
    Celebrity estate plans often come with extraordinary wealth and considerable resources. However, celebrities are still not immune to estate planning issues and the consequences of poor planning. Several recent celebrity estate planning issues…
  • Sep 22

    Estate Planning Errors to Avoid

    Estate Planning Errors to Avoid
    According to estate planning professionals, almost 65% of Americans do not have a basic will or estate documents drafted. Although it is nice to think that your family will be able to take care of your estate and know your wishes, the truth…
Rank this Week: 1392

Florida Asset Protection &…

Florida Asset Protection & Estate Planning

Covers asset protection and estate planning. By C. Randolph Coleman.

http://blog.thecolemanlawfirm.net
  • May 28

    New Yorker Magazine Cartoonist Likes Elder Law Attorney

    New Yorker Magazine Cartoonist Likes Elder Law Attorney
    <p style="margin: 0px 0px 10px; padding-bottom: 20px; font-family: 'Source Sans Pro', Arial, sans-serif; font-size: 16px; line-height: 25.600000381469727px; background-color: rgb(255, 255, 255);"> <font…
  • May 16

    Helping Families Deal With the Financial and Emotional Costs of Dementia

    Helping Families Deal With the Financial and Emotional Costs of Dementia
    <div><font face="Arial">As many of you know, May is National Elder Law Month. &nbsp;The National Association of Elder Law Attorneys (NAELA) has declared this month the time for Elder Law attorneys across the…
  • May 15

    Asset Protection Scams - Beware and Be Smart

    Asset Protection Scams - Beware and Be Smart
    <div>I have reprinted the following column by Jay Adkisson, the asset protection columnist for Forbes.com. &nbsp;He is one of the top asset protection commentators in the country and knows the asset protection business as well as…
Rank this Week: 1261

PrivateCounsel Blog

PrivateCounsel Blog

Covers estate planning and asset protection.

http://privatecounsel.com/blog/
  • Nov 27

    The Four Stages of Business Growth

    The Four Stages of Business Growth
    As businesses grow, they go through several distinct stages – from startup through maturity. There are several different models used to describe these states. One of the most popular systems, originally published in the Harvard Business…
  • Nov 7

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning
    Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts…
  • Oct 20

    The Truth About Personal Risk Management, Part 1: Insurance

    The Truth About Personal Risk Management, Part 1: Insurance
    Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don’t like paying insurance premiums, but when…
Rank this Week: 1411