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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Apr 27

    State Bar Judge Rules To Disbar Lawyer for Misappropriation

    State Bar Judge Rules To Disbar Lawyer for Misappropriation
    When Michael Scott Keck removed $55,000 from the trust fund of a client who was in prison in order to repay a debt to another client, the bar suspended him from practice. Now, a State Bar Court judge has recommended...
  • Apr 27

    Estate Tax Payers Outnumbered by Moon Walker

    Estate Tax Payers Outnumbered by Moon Walker
    On his April 17th show, Bill Maher made an “out-of-this world” comparison to undermine the argument that the estate tax threatens the livelihoods of “family farmers.” Of the 5,000 Americans who paid the estate tax in 2013, twenty…
  • Apr 27

    Article on Taxpayer Guidance Mitigating Tax Compliance Risk

    Article on Taxpayer Guidance Mitigating Tax Compliance Risk
    Jeffrey Anand (Hofstra University School of Law) recently published an article entitled, Virtual Economies Virtually Unregulated: How Clear Taxpayer Guidance Can Mitigate Tax Compliance Risks, 43 Hofstra L. Rev. 253-290 (2014). Provided below…
Rank this Week: 80

Nash Nash Bean & Ford, LLP Blog

Nash Nash Bean & Ford, LLP Blog

Covers elder law and estate planning.

http://www.nashbeanford.com/blog/
  • Apr 27

    What Are the Advantages to Keeping Assets in a Trust for My Beneficiaries Instead of Gifting them Outright?

    What Are the Advantages to Keeping Assets in a Trust for My Beneficiaries Instead of Gifting them Outright?
    For most people, one of the primary goals of an estate plan is to provide a roadmap for the distribution of estate property to beneficiaries after death. Assets can be gifted outright to beneficiaries or they can be held in a trust for…
  • Apr 20

    What Is a Maintenance Allowance?

    What Is a Maintenance Allowance?
    If you have arrived at the difficult decision to place your spouse in a long-term care facility you have only just begun to make the first of many difficult decisions. Once you have decided that your spouse does, indeed, need long-term care…
  • Apr 13

    Who Should You Designate as Successor Trustee of You Family Wealth Trust?

    Who Should You Designate as Successor Trustee of You Family Wealth Trust?
    Despite the name, a Family Wealth Trust is a type of trust that is commonly used by the average person as part of a comprehensive estate plan. If you are considering the inclusion of a Family Wealth Trust, or FWT, in your estate plan you will…
Rank this Week: 3286

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/
  • Apr 27

    Palm Springs Estate Attorney Discusses the Estate Tax

    Palm Springs Estate Attorney Discusses the Estate Tax
    The U.S. House of Representatives voted earlier this month to repeal the Federal Estate Tax. Republicans have long voiced their opposition over this tax but a vote to repeal hasn’t occurred in over a decade. The measure passed with 240…
  • Mar 16

    Palm Desert Trust Attorney Explains the Pitfalls of Bankruptcy on Trust

    Palm Desert Trust Attorney Explains the Pitfalls of Bankruptcy on Trust
    Bankruptcy can disrupt your estate plan. We previously discussed here the problem bankruptcy creates if you have assets in joint tenancy with a bankruptcy debtor. However, bankruptcy can also effect your estate plan for your beneficiaries if…
  • Jan 5

    Palm Springs Estate Planning Attorney Discusses New California Laws 2015

    Palm Springs Estate Planning Attorney Discusses New California Laws 2015
    California has roughly 900 new laws that will go into effect in 2015. Some of the highlights are: Immigrant Driver's Licenses The DMV will now issue driver's licenses to undocumented immigrants if they meet every qualification including…
Rank this Week: 4465

Parman & Easterday Blog

Parman & Easterday Blog

Covers elder law and estate planning.

http://www.parmanlaw.com/blog/
  • Apr 27

    Basic Questions About Oklahoma Adoption

    Basic Questions About Oklahoma Adoption
    Some people are surprised to find out that Oklahoma adoptions generally fall under the provision of an Oklahoma probate court. As with other legal processes, adoptions have specific rules and procedures that must be followed. Oklahoma laws…
  • Apr 27

    Understanding Estate Planning – What is a Trustee?

    Understanding Estate Planning – What is a Trustee?
    A trustee is a person who serves a vital role in any estate plan that includes a trust. We talked about trust several times in the past, but clarifying what a trustee is, what that person’s duties might be, and how he or she will…
  • Apr 27

    Why Families Need Powers of Attorney

    Why Families Need Powers of Attorney
    Powers of attorney are one of the more useful estate planning documents most people in Kansas and Oklahoma include in their plans. For families creating an estate plan, these documents can be especially helpful. Here are several reason why…
Rank this Week: 4106

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/
  • Apr 27

    Beneficiary Deed Overrides Will

    Beneficiary Deed Overrides Will
    Question: Prior to her death, my mom prepared a simple will outlining her wishes to divide her property equally between me and my siblings. When I was cleaning out her drawers, however, I found a beneficiary deed that purported to give me her…
  • Apr 20

    Differences in Medicare and ALTCS

    Differences in Medicare and ALTCS
    Question: Why do I need to even consider Arizona Long Term Care System when I have Medicare? After paying into the Medicare system for my entire career, shouldn’t Medicare cover my medical expenses? I don’t understand why I need…
  • Apr 13

    ALTCS Has a Network of Facilitie

    ALTCS Has a Network of Facilitie
    Question: My mother has lived in the same assisted living community for three years, and we both really like most everything about her accommodations. After three years of paying for care, however, mom is just about out of money, and we need…
Rank this Week: 4151

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Apr 27

    Fight a Virginia DUI 2nd with an Indiana Prior

    Fight a Virginia DUI 2nd with an Indiana Prior
    Watch My YouTube Video About This OR Read The Article Below I’ve always maintained that if you’re charged with a DUI second offense, it is critical for your lawyer to get a certified copy of the prior conviction, wherever…
  • Apr 23

    How Will Virginia Reckless Driving Affect Your Law School Application?

    How Will Virginia Reckless Driving Affect Your Law School Application?
    Many law schools consider criminal history when you’re applying for law school. There may be even be places on the application for you to list criminal convictions and charges. Reckless driving in Virginia is a Class 1…
  • Apr 22

    How Will Virginia Reckless Driving Affect Your Medical School Application?

    How Will Virginia Reckless Driving Affect Your Medical School Application?
    If you’re applying for medical school, or you plan to once you graduate from undergrad, and you’re currently charged with reckless driving in Virginia, we definitely need to talk. Reckless driving in Virginia is a Class 1…
Rank this Week: 735

Idaho Estate Planning

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/
  • Apr 27

    Idaho Estate Planning - Twisted Sister Drummer Skipped the Beat

    Idaho Estate Planning - Twisted Sister Drummer Skipped the Beat
    Not only did AJ Pero have a family history of heart disease, which he allowed to go unchecked, but he did not have a will, left behind two ex-wives, a longtime girlfriend, four children between the three of them and a mess of an estate to be…
  • Apr 24

    Idaho Elder Law - Maintaining Control in Later Life

    Idaho Elder Law - Maintaining Control in Later Life
    Who speaks for you if you are not able to speak for yourself? Who determines what kind of care you want at the end of life, how your finances are handled, how your estate will be distributed?
  • Apr 23

    Idaho Estate Planning - Baby Boomers & Retirement Planning

    Idaho Estate Planning - Baby Boomers & Retirement Planning
    Failure to consider wills and estate planning is a frequent issue, and not just for Baby Boomers. People usually think that it’s something they can put off and deal with later.
Rank this Week: 683

Wisconsin Estate Planning

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/
Rank this Week: 1573

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/
  • Apr 27

    Do Livestock Need to Know Constitutional Law? The Effect of Court Rulings on PA Farm Project

    Do Livestock Need to Know Constitutional Law? The Effect of Court Rulings on PA Farm Project
    Another title for this post could have been “Are my cows violating your constitutional rights?”   In less than two years, the Pennsylvania Courts have made two rulings that greatly affect all environmental issues in the…
  • Apr 13

    Securities and Exchange Commission Issues Final Rules on Regulation A+

    Securities and Exchange Commission Issues Final Rules on Regulation A+
    On Wednesday, March 25, 2015, the Securities and Exchange Commission adopted final rules that will assist certain small businesses and startups in fundraising efforts by creating an updated exemption from registration for certain small…
  • Apr 7

    Startups and Small Businesses: Picking your Business Team

    Startups and Small Businesses: Picking your Business Team
    A business owner’s most valuable resource is time. In order to be able to focus on actually doing business, it is important to pick a team of professionals that you trust to assist you with common issues that arise during the life of a…
Rank this Week: 1554

CEB blog

CEB blog

Covers practice tips and new legal developments of particular interest to California legal professionals. The CEB blog covers a wide range of practice areas from estate planning to civil litigation, along with posts relating to the practice of law generally.

http://blog.ceb.com
  • Apr 27

    Make Your Argument, But Don’t Argue with the Judge

    Make Your Argument, But Don’t Argue with the Judge
    An an attorney and an officer of the court, you sometimes have competing duties: to represent your clients zealously and to maintain respect for the court. When it comes to a disagreeable court ruling, you’ll need to make your strongest…
  • Apr 24

    7 Contract Damages Provisions to Bargain Over

    7 Contract Damages Provisions to Bargain Over
    When you’re negotiating and drafting a contract, your client may be excited and focused on the positives, but you have to keep your eye on the dark side, i.e., the consequences of a breach. Consider bargaining over favorable damages…
  • Apr 22

    Size Up Your Adversary

    Size Up Your Adversary
    When it comes to litigating a case, your client’s objectives are only half the story. If you want to gain an advantage, you’ll also need to successfully assess your adversary’s goals, capabilities, and willingness to fight.…
Rank this Week: 2215

Rossabi Black Slaughter, PA Blog

Rossabi Black Slaughter, PA Blog

Covers estate planning, HOA & condo associations and family law in North Carolina.

http://www.lawfirmrbs.com/blog/
  • Apr 27

    So You Have A Judgment…Now What?

    So You Have A Judgment…Now What?
    Congratulations on successfully winning your case and obtaining a money judgment against the opposing party! But a money judgment alone is just a piece of paper and won’t necessarily result in money in your pocket, so what now? Most…
  • Apr 25

    How is the motion to Lay on the Table misused?

    How is the motion to Lay on the Table misused?
    For today’s blog on one of the most misused parliamentary motions, here’s a Q&A from Notes and Comments on Robert’s Rules of Order, Fourth Edition: Because the motion to Lay on the Table is not debatable, requires only a…
  • Apr 21

    Charlotte Condo and HOA “Ask an Expert Night” – May 13

    Charlotte Condo and HOA “Ask an Expert Night” – May 13
    Have a condo or HOA association question you’d like to ask a lawyer? The North Carolina Chapter of the Community Associations Institute (CAI) is hosting an “Ask the HOA Experts: Q&A on Legal Issues Affecting…
Rank this Week: 4281

Kansas & Missouri Estate Planning

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/
  • Apr 27

    Lessons Learned from Death of Drummer

    Lessons Learned from Death of Drummer
    Celebrity deaths are commonly followed by celebrity estates. Most of the tales are tragic. Such is the case of Twisted Sister drummer AJ Pero.
  • Apr 24

    Retirement Planning Challenges for Cohabitant

    Retirement Planning Challenges for Cohabitant
    If you have a "significant other" who is not your "spouse," then you already know some of the estate planning challenges when one partner dies. The surviving partner could be out on the street (literally) when it comes to…
  • Apr 23

    Millennials + Money = Freedom

    Millennials + Money = Freedom
    What do Millennials want out of money? Freedom, baby, freedom.
Rank this Week: 1132

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Apr 27

    Download Your Free Estate Planning Report

    Download Your Free Estate Planning Report
    People often procrastinate when it comes to estate planning, and the root cause of this failure to act in many instances is the simple fact that they don’t know where to begin. This is understandable to a certain extent, but each day…
  • Apr 24

    Connecticut Living Trust Information

    Connecticut Living Trust Information
    You may have heard about living trusts and have questions about why you would want to use such a trust to arrange for the transfer of your assets after your passing. We have prepared an informative report that will answer all of your…
  • Apr 22

    Living Well? Don’t Be Overconfident

    Living Well? Don’t Be Overconfident
    People are becoming more more health conscious these days, and those who are members of the elder law community are always going to encourage healthy lifestyles. After all, you live an improved quality of life when you take good care of…
Rank this Week: 3853

Tax Problem Attorney Blog

Tax Problem Attorney Blog

Covers topics such as sales and payroll tax problems, offers in compromise, tax audits, tax debt, tax disputes, tax fraud, tax litigation and tax controversy, and tax preparer penalties. By Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/
Rank this Week: 1230

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • Apr 27

    Using POD and TOD Accounts in Estate Planning

    Using POD and TOD Accounts in Estate Planning
    Many clients are concerned with avoiding probate, whether it’s because of the expense or the time delays that probate causes.  It is not very difficult to avoid probate, if you take just a few steps to make sure your property will…
  • Apr 23

    The Fight for the Family Farm

    The Fight for the Family Farm
    Estate planning covers more than just drafting a will and selecting an executor.  Estate planning encompasses planning for death, as well as disability, incapacity, retirement and business succession.  A family business,…
  • Apr 20

    How Can Same-Sex Partners Make Medical Decisions for One Another?

    How Can Same-Sex Partners Make Medical Decisions for One Another?
    Most heterosexual married couples take for granted the rights and privileges they enjoy in the United States.  They have come to expect that, as spouses, they will be allowed to visit each other in the hospital, and to make decisions…
Rank this Week: 3878

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Apr 27

    7 House Rules for Participating in Conference Call

    7 House Rules for Participating in Conference Call
    Here at the Academy we live on conference calls. When there are three people involved there is never an issue. More than three people and things start getting interesting. 1) No speakerphones. Even on regular calls it is a bad idea to be on…
  • Apr 24

    Become an Awesome Bo

    Become an Awesome Bo
    As a parent I learned that children are motivated differently based on their personalities. One size definitely does not fit all. Like most mothers, I gave every bit of effort I could to the parenting process; trying my best to contribute to…
  • Apr 22

    Off to Louisville!

    Off to Louisville!
    This week, I’m in Louisville, Kentucky, for the Academy’s Spring Summit event! I’m looking forward to seeing all my Academy friends there. I interact with members every day, but my opportunity to see them in person is at the…
Rank this Week: 910

epilawg

epilawg

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

http://epilawg.com/
  • Apr 27

    What You Need to Know about Minnesota’s Uniform Trust Code Part II: Trust Administration Involving Co-Trustee

    What You Need to Know about Minnesota’s Uniform Trust Code Part II: Trust Administration Involving Co-Trustee
    This is a second post in a series discussing different aspects on Minnesota’s new statute, the Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for all […]What You…
  • Apr 21

    7 Tips for the 706

    7 Tips for the 706
    As tax season is wrapping up I’ve found myself busy with a few estate tax returns, and wanted to share 7 Tips to keep in mind when completing a United States Estate (and Generation-Skipping Transfer) […]7 Tips for the 706 is a…
  • Apr 2

    What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction

    What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction
    This is a first in a series of posts discussing different aspects on the new statute, Minnesota’s Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for […]What You…
Rank this Week: 1626

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/
  • Apr 26

    Cyberbullying Legislation Applied to Siblings in Estate Dispute

    Cyberbullying Legislation Applied to Siblings in Estate Dispute
    Sibling rivalry coupled with the loss of a parent and an actual or perceived impropriety of one sibling in handling his or her estate can turn even the closest siblings into sparring adversaries. While such emotionally charged disputes often…
  • Apr 23

    The Illegitimate Children of Westero

    The Illegitimate Children of Westero
    In the Game of Thrones universe, being born out of wedlock results in significant negative social and legal consequences. A “bastard” – a term frequently used in the Seven Kingdoms, although no longer considered appropriate…
  • Apr 22

    A Succession Crisi

    A Succession Crisi
    The land of Westeros, the fictional kingdom of the TV show Game of Thrones, is experiencing a succession crisis. The King, Robert Baratheon, is dead, survived by no fewer than 20 children. However, most of his issue are illegitimate or…
Rank this Week: 472

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Apr 26

    More Than Just Power of Attorney

    More Than Just Power of Attorney
                More often than not, the calls we receive in our office concerning a long term care crisis are made by one or more of the adult children of the senior in failing health. …
  • Apr 19

    Second Marriage – Happily Ever After? (Part 2)

    Second Marriage – Happily Ever After? (Part 2)
                    Last week I was telling you about George and Mary.  Mary has dementia and may soon need nursing home care.   George had gone to an elder…
  • Apr 12

    Second Marriage – Happily Ever After?

    Second Marriage – Happily Ever After?
                    George called me because his wife, Mary wasn’t doing well.  She has dementia and he is facing the prospect of needing long term care for…
Rank this Week: 4124

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/
  • Apr 26

    The defendant moved for summary judgment to dismiss the complaint...cont

    The defendant moved for summary judgment to dismiss the complaint...cont
    Contrary to the concurrence's claim, the courts are not suggesting that, in all cases, a professional registered nurse must possess the same knowledge of pharmaceuticals that the court properly demand of those who are authorized to prescribe…
  • Apr 24

    The defendant moved for summary judgment to dismiss the complaint...cont

    The defendant moved for summary judgment to dismiss the complaint...cont
    The issue is whether or not the motion of the defendant should be granted. Supreme Court denied the defendant's motion. It found that questions of fact existed as to where The defendant was at the time plaintiff first complained of trouble…
  • Apr 22

    The defendant moved for summary judgment to dismiss the complaint

    The defendant moved for summary judgment to dismiss the complaint
    Defendant appeals from an order of the Supreme Court, Bronx County, entered on or about October 29, 2009, which denied her motion for summary judgment dismissing the complaint and all cross claims as against her. Defendant is a registered…
Rank this Week: 409

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/
  • Apr 25

    2015 Federal Budget Contains Changes to Tax Free Savings Accounts and Registered Retirement Income Fund

    2015 Federal Budget Contains Changes to Tax Free Savings Accounts and Registered Retirement Income Fund
    The 2015 Canadian Federal Government’s Budget released on April 21, 2015 does not appear to contain any changes that will have an impact on trusts or estate-planning (perhaps mercifully given the problems created by the 2014 Budget).…
  • Apr 12

    Heathfield v. St. Jacque

    Heathfield v. St. Jacque
    Although the Wills, Estates and Succession Act has now been in effect for over a year, in most of the court cases being reported now, the Courts are dealing with the law as it stood before the effective date of March 31, 2014. This is because…
  • Apr 5

    Larson Justice Center, Indio, California

    Larson Justice Center, Indio, California
    I this photograph of the Superior Court of California, County of Riverside, Larson Justice Center, in Indio, California, a little over a year ago, in March 2014.
Rank this Week: 1791

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/
  • Apr 25

    Who Inherits When There’s No Beneficiary?

    Who Inherits When There’s No Beneficiary?
    Dear Liza: My dad named his mother as his beneficiary, but she passed away in 2004.  My dad died in 2013 but didn’t change his beneficiary. I am my father’s only child and he has no wife, so who gets the money…
  • 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…
Rank this Week: 1705

KYEstates.com

KYEstates.com

A Kentucky-based conversation on trust & estates law. By Carter Ruml.

http://kyestates.com
  • Apr 25

    A Critical Look at Roth IRAs: The Marshmallow Is Not Always What It Seem

    A Critical Look at Roth IRAs: The Marshmallow Is Not Always What It Seem
    In the late 60s and early 70s at Bing Nursery School on Stanford’s campus, Walter Mischel conducted the famous “Marshmallow Experiment” on delayed gratification. Preschoolers were offered a choice between one…
  • Apr 19

    Exercising Stock Options and Selling Shares: May the Odds Be Ever in Your Favor

    Exercising Stock Options and Selling Shares: May the Odds Be Ever in Your Favor
    If you have been working since the late ‘90s, you have probably collected some great stories about exercising stock options and other equity-based compensation. Some are unqualified success stories, like the time my college…
  • Apr 11

    Noncompetition Agreements and Your Career: On the Beach When You Don’t Want to Be

    Noncompetition Agreements and Your Career: On the Beach When You Don’t Want to Be
    Noncompetition agreements are a common fact of life for many of the mid- and senior-level executives I represent in estate planning, and for business owner clients with employees. Because noncompetes are such important features of the life…
Rank this Week: 3366

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.connecticutestateplanningattorneysblog.com/
  • Apr 24

    Divorce and Life Insurance: Custodial Account or Life Insurance Trust?

    Divorce and Life Insurance: Custodial Account or Life Insurance Trust?
    By Wendy J. Borawski If you have custody of your minor child and your spouse is paying child support, chances are your spouse was required by court order to maintain a life insurance policy for the benefit of the child. So what happens if…
  • Apr 24

    Divorce and Estate Planning in Connecticut: 5 Steps You Should Take Now

    Divorce and Estate Planning in Connecticut: 5 Steps You Should Take Now
    When you got married you hoped for the best, but unfortunately, things didn’t turn out the way you expected. Whether your divorce in Connecticut is final or you’re just beginning the process, it’s a good idea to take a hard…
  • Apr 16

    Be Careful: Transferring Assets to Qualify for Medicaid in Connecticut May Backfire

    Be Careful: Transferring Assets to Qualify for Medicaid in Connecticut May Backfire
    If you want Medicaid in Connecticut to pay for your long-term care, one thing you should NOT to do is give away your assets – unless you think you won’t need Medicaid within the next five years. When you apply for Medicaid for…
Rank this Week: 2624

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Apr 24

    Beneficiary's Objections to a Probate Petition

    Beneficiary's Objections to a Probate Petition
    When a trust beneficiary objects to a trustee's petition, the objection(s) must be limited to the scope of the petition. Otherwise, the objection will be disregarded.  "Evidence offered on an unpleaded claim, theory, or defense is …
  • Apr 16

    Vested Benficiary and Contingent Beneficiary

    Vested Benficiary and Contingent Beneficiary
    Two terms that can describe a beneficiary of a testamentary instrument are "vested" and "contingent." There is a stark difference between the two terms. The former means that the beneficiary has a present interest in the estate, i.e. they can…
  • Apr 10

    Probating a Lost Will

    Probating a Lost Will
    When a person who wrote a will, the testator, passes away the will needs to be lodged with the appropriate probate court in California. If the person was domiciled in California at death, the county of domiciliary has jurisdiction. For…
Rank this Week: 1832

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

Covers Illinois estate planning, real estate and trusts. By Wilson & Wilson.

http://www.illinoisestateplanningandelderlawblog.com/
  • Apr 24

    Naming Minors as IRA Beneficiarie

    Naming Minors as IRA Beneficiarie
    A minor can be a beneficiary of an IRA, and the advantages are many. When an IRA is inherited, the required withdrawals can be stretched across the life expectancy of the individual who is inheriting the IRA. This defers taxes until…
  • Apr 17

    Custodial Accounts for Minors in Illinoi

    Custodial Accounts for Minors in Illinoi
    Custodial accounts are created by adults as custodians for minor children. Both the custodian and the minor must be residents or resident aliens of the United States. The accounts are established under the Uniform Transfers to Minors Act…
  • Mar 27

    Duties of the Executor

    Duties of the Executor
    Your executor is the person who is responsible for distributing your assets after you die. Your Will specifies who you name as your executor. The following are some of the duties of an executor: • Locate Documents. The executor…
Rank this Week: 1389

Law Offices of Cheryl David

Law Offices of Cheryl David

Covers estate planning and elder law in North Carolina.

http://www.cheryldavid.com/blog/
  • Apr 24

    Free Report: North Carolina Pet Planning: Part 1

    Free Report: North Carolina Pet Planning: Part 1
    Whether you have a single pet, a small number of animals, an entire zoo, or are planning on acquiring more animals in the future, knowing what will happen to them should something happen to you is what your pet plan is designed to do. Like…
  • Apr 20

    Free Report: Estate Planning for Seniors in North Carolina: Part2

    Free Report: Estate Planning for Seniors in North Carolina: Part2
    As a senior or elderly person in the state of North Carolina, it will always be in your best interests to create an estate plan as soon as possible. If you already have an estate plan, making sure that your plan is as up-to-date as it can be…
  • Apr 18

    North Carolina Medicaid Planning: Basic Issues, Questions and Concept

    North Carolina Medicaid Planning: Basic Issues, Questions and Concept
    North Carolina Medicaid Planning: Basic Issues, Questions and Concepts from Cheryl David Medicaid plans are designed to pay for the costs associated with long-term residential care costs that typically arise as people get older. Learn more…
Rank this Week: 3348

Bingham Greenebaum Doll Blog

Bingham Greenebaum Doll Blog

Covers Indiana law.

http://www.bgdlegal.com/blog/
Rank this Week: 2336

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

Illinois attorney blog for estate planning, wills, trusts and probate.

http://www.illinoisestateplan.com/blog
  • Apr 24

    Estate Planning Jokes for April’s National Humor Month

    Estate Planning Jokes for April’s National Humor Month
    It can’t be an accident that National Humor Month coincides with income tax month. Who doesn’t need a little laughter after trying to decipher over 4 million words in the tax code. Last April I linked to a few humorous videos.…
  • Apr 16

    April 16 is National Healthcare Decisions Day

    April 16 is National Healthcare Decisions Day
    Did you know that April 16 (every year) is National Healthcare Decisions Day (NHDD)? Just what is NHDD? It’s a “50-state annual initiative to provide clear, concise, and consistent information on healthcare decision-making to both…
  • Apr 7

    Ernie Banks Estate, Part 3: Creditor Claims Against the Estate

    Ernie Banks Estate, Part 3: Creditor Claims Against the Estate
    Mr. Cub’s estate battle has now entered roughly the top of the second inning. To recap, you can read my first two installments on this case here and here. What’s happened since my last installment on March 3rd? Quite a bit (you…
Rank this Week: 3819

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Apr 24

    How to Start a Discussion about Your Estate Plan with Loved One

    How to Start a Discussion about Your Estate Plan with Loved One
    If you are like most people, sitting down and thinking about your own death or incapacity was difficult enough, though it was necessary in order to create your comprehensive estate plan. The idea of sitting down once again and discussing that…
  • Apr 23

    The Fight Over Sentimental Asset

    The Fight Over Sentimental Asset
    Robin Williams first made his way into the hearts of the American public in his role as “Mork” on the hit television series “Mork & Mindy” during the late 1970s – and he never left. Williams went on to gain…
  • Apr 17

    Veterans Administration Benefits, Nursing Homes, and Other Elder Care Option

    Veterans Administration Benefits, Nursing Homes, and Other Elder Care Option
    Qualified veterans can take advantage of several different programs if they need to stay in a nursing home, elder care center, or require other forms of long-term care. Many veterans aren’t aware that the Veterans Administration…
Rank this Week: 3780

Florida Elder Law and Estate…

Florida Elder Law and Estate Planning

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/
  • Apr 23

    Meeting many wonderful caregivers today at the Fearless Caregiver Conference

    Meeting many wonderful caregivers today at the Fearless Caregiver Conference
    Today I had the privilege today of serving as a guest panelist at the Fearless Caregiver Conference in West Palm Beach. The conference was attended by hundreds of people who are caring for loved ones and are seeking advice, support and…
  • Apr 20

    Part B Deductible Coverage to end as part of new "doc fix" legislation

    Part B Deductible Coverage to end as part of new "doc fix" legislation
    The so-called Medicare "doc fix" (officially the "Medicare Access and CHIP Reauthorization Act of 2015") was signed into law by President Obama on April 16. A rare instance of congressional bipartisanship, the new law…
  • Apr 16

    Urgent Update: Florida Supreme Court final opinion criminalizes Medicaid planning by non-lawyer

    Urgent Update: Florida Supreme Court final opinion criminalizes Medicaid planning by non-lawyer
    Thinking about getting Medicaid planning advice from someone other than an attorney? Thinking of referring someone to a non-attorney?  Better think again. Besides getting bad advice, you also may be aiding and abetting a crime. As I…
Rank this Week: 661

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/
  • Apr 23

    Sofia Vergara Lawsuit Teaches Lesson For Couples Using IVF

    Sofia Vergara Lawsuit Teaches Lesson For Couples Using IVF
    It began with an anonymous court filing pitting “John Doe” against “Jane Doe.” It didn’t take long for Jane and John to be identified publicly as Modern Family‘s Sofia Vergara and creator of the Onion…
  • Apr 8

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate
    There's nothing like a hit song to keep heirs dancing down the road to the bank -- even when that song wasn't written, composed, or sung by the celebrity singer who died. The heirs of Marvin Gaye hit it big with a judgment against Robin…
  • Mar 30

    "Was He A Hero?" And Other Questions Surround Chris Kyle's Estate - The American Sniper

    "Was He A Hero?" And Other Questions Surround Chris Kyle's Estate - The American Sniper
    As the movie, American Sniper, enjoys box office success, questions and controversies surround the estate of Chris Kyle. One of his biggest critics is Jesse Ventura, the always-outspoken former professional wrestler and potential presidential…
Rank this Week: 753

Byrd Garrett PLLC Blog

Byrd Garrett PLLC Blog

Covers Washington elder law, estate planning, and long term care.

http://www.byrdgarrett.com/blog/
  • Apr 23

    Can you Transfer Inheritances? 3 Common Question

    Can you Transfer Inheritances? 3 Common Question
    While it may seem like a counterintuitive option, there may come a time when you might want, or even need, to transfer inheritance rights to others. The process of transferring inheritances, the circumstances under which you might want to do…
  • Apr 22

    As Your Family Grows Up, Your Estate Plan Should Change

    As Your Family Grows Up, Your Estate Plan Should Change
    If you are a parent of a young child in the Seattle, Washington area who has taken the time to craft an estate plan, you should be prepared to make changes to your plan as your family grows up. Whether you have a single child, multiple…
  • Apr 5

    What Boomers Need to Address in Their Estate Plan

    What Boomers Need to Address in Their Estate Plan
    As the number of baby boomers who reach the age of 65 increases by 10,000 every day, the need for members of this generation to address estate planning issues continues to grow. Like all adults, every baby boomer should have a comprehensive…
Rank this Week: 4099

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Apr 23

    Estate Planning and Investment: A Symbiotic Relationship

    Estate Planning and Investment: A Symbiotic Relationship
    Imagine inheriting a quarter of a million dollars but having absolutely no idea what to do with it. That’s a good problem to have, but a problem nonetheless. View image | gettyimages.com CNN Money recently reached out with advice to a…
  • Apr 16

    When Killers Attempt to Inherit from Their Victims’ Will

    When Killers Attempt to Inherit from Their Victims’ Will
    You probably remember at least one episode of “Murder, She Wrote” in which somebody offs their relatives in the hopes of claiming a sweet inheritance under their life insurance or a will. It’s been a favorite plotline for…
  • Apr 9

    Can Nursing Homes Go After Your Trusts to Pay Their Bills?

    Can Nursing Homes Go After Your Trusts to Pay Their Bills?
    Nursing homes are expensive. The same goes for just about any kind of senior assistance or long-term care. So how are elderly people of modest means supposed to cope? A recent Gannett article lays out the three basic options: Get the…
Rank this Week: 1734

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

Covers estate planning, probate, trusts and wills. By Albertson & Davidson LLP.

http://www.californiatrustestateandprobatelitigation.com
  • Apr 23

    Can You Escape a California No-Contest Clause?…Probably…

    Can You Escape a California No-Contest Clause?…Probably…
    Under California law, no-cotest clauses in California Trust and Wills have been substantially limited in their applicability.  In most cases they simply will not apply.  But even when a no-contest clause does apply, it may still be…
  • Apr 16

    Top 8 Must Know Facts for Every California Trustee

    Top 8 Must Know Facts for Every California Trustee
    If you are a California Trustee, here are eight must know facts for your to properly administer your Trust and keep yourself safe from any personal liability: 1.  Know Your Duties Being a Trustee is a thankless job.  You owe many…
  • Apr 9

    Can You Prove It? Shifting the Burden of Proof in California Will and Trust Case

    Can You Prove It? Shifting the Burden of Proof in California Will and Trust Case
    Do you have the evidence required to prove your case in Court?  Why not make the other side prove it instead?  Under California law, there are time when you can shift the burden of proof onto your opponent.  In this video,…
Rank this Week: 916

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Apr 23

    Julianne Moore’s Oscar Sustains Awareness for Dementia Care

    Julianne Moore’s Oscar Sustains Awareness for Dementia Care
    Alzheimer’s disease is an unlikely topic for Oscar buzz, but it nevertheless dominated red-carpet chatter this year, as Julianne Moore was an early favorite to win the Best Actress award for Still Alice. Alice is a devastatingly…
  • Apr 16

    Four Reasons People Put Off Estate Planning

    Four Reasons People Put Off Estate Planning
    “Have you thought about dying lately?” View image | gettyimages.com That’s the question The Huffington Post asks in a new article about delays in estate planning. Most people’s answer, they guess, is no. After all, it…
  • Apr 9

    Dancing and Sudoku: Could Getting Old Really Be That Simple?

    Dancing and Sudoku: Could Getting Old Really Be That Simple?
    With or without dementia, old age is accompanied by a decline in memory and cognitive function. That’s been an unassailable fact since the dawn of time. But it might not be fact anymore. A growing body of research demonstrates that…
Rank this Week: 2253

Law Office of Barton P. Levine

Law Office of Barton P. Levine

Covers New York estate planning, probate and wills.

http://www.new-york-estate-planning.com/blog/
  • Apr 23

    Medicaid and Financial Planning

    Medicaid and Financial Planning
    One of the biggest challenges in planning for the future, especially as we near retirement age, is understanding how or even if we should plan for Medicaid and Medicare. After all, most of us have been told our entire adult lives that long…
  • Apr 20

    Affordable Senior Housing?

    Affordable Senior Housing?
    Even the best laid plans for retirement are sometimes not what we thought they’d be. Few of us can take a step back, look at our overall retirement plans and say,  “Ah, just as I’d hoped.” Whether it’s the…
  • Apr 16

    Your Mortgage Affects Estate Planning

    Your Mortgage Affects Estate Planning
    Remember your first home your purchased? The overwhelming excitement of opening the front door for the first time to a house that was really yours? Or maybe the skipped heartbeats when you signed the paperwork that promised you’d pay…
Rank this Week: 2598

The Zimmer Law Firm

The Zimmer Law Firm

Covers elder law, estate planning, Medicaid, probate, wills and trusts.

http://www.zimmerlawfirm.com/blog/
  • Apr 23

    When Grandma Becomes Mommy

    When Grandma Becomes Mommy
    Did you know there are more than 8 million children who are being raised by their grandparents? That number’s on the rise, too. AARP refers to these families as “grandfamilies” and it’s not anything like most older…
  • Apr 20

    Marijuana and the Elderly

    Marijuana and the Elderly
    In Honor of National 4/20 Day There are many divisions in our nation, one of the biggest being the debates over legalized marijuana. Regardless of where you stand, there are many reasons as to why people feel the way they do. For some, the…
  • Apr 17

    Legal Guardianship in Ohio

    Legal Guardianship in Ohio
    Legal Guardianship in Ohio from Barry H Zimmer A person, association or corporation appointed by the Ohio probate court to be legally responsible for an incompetent person and/or the person’s property. Learn more about Legal…
Rank this Week: 4188

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/
Rank this Week: 2270

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Apr 23

    Probate and the Uniform Probate Code

    Probate and the Uniform Probate Code
    If you have never given much thought to the subject of estate planning, you may harbor some misconceptions. It can seem as though a last will would be a logical choice for an asset transfer vehicle if you want to make sure that you keep…
  • Apr 21

    What Questions Should I Ask an Elder Law Attorney?

    What Questions Should I Ask an Elder Law Attorney?
    Sometimes you need professional guidance when you are navigating difficult waters. This certainly comes into play when you are looking ahead toward the eventualities of aging. Elder law attorneys understand the lay of the land, and they can…
  • Apr 16

    When Would I Use a Special Needs Trust?

    When Would I Use a Special Needs Trust?
    The estate planning toolkit is extensive, and there is the right tool for the right job as it were. You should carefully consider the life situation of the people that will be inheriting assets from you, and you should utilize the ideal…
Rank this Week: 3846

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Apr 23

    What Is the Marital Deduction?

    What Is the Marital Deduction?
    Estate planning typically requires a consideration of a number of factors that will ultimately impact the plan, including the tax implications of a proposed estate plan. Federal gift and estate taxes, for example, can diminish the value of an…
  • Apr 21

    Can Someone Contest a Trust Like They Do a Will?

    Can Someone Contest a Trust Like They Do a Will?
    Ideally, when you die your estate plan will kick in and provide a roadmap for the disposition of all your estate assets during the probate process that follows your death. Sometimes, however, the probate process does not run as smoothly as…
  • Apr 16

    How Long Does the Probate Process Take in South Carolina?

    How Long Does the Probate Process Take in South Carolina?
    At some point in your life you will likely be involved in the probate process in some capacity. You may be appointed as the executor in someone’s Last Will and Testament, named as a beneficiary by a decedent, or be a creditor of an…
Rank this Week: 3591

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Apr 23

    Free Report: California Medi-Cal Planning: What Can the Healthy Spouse Keep?

    Free Report: California Medi-Cal Planning: What Can the Healthy Spouse Keep?
    If you need living assistance, this is considered to be custodial care. Medicare will pay for up to 100 days of convalescent care after surgery, but it will not pick up the tab for custodial care. Topics covered in this report include: The…
  • Apr 22

    What Is Northern California Estate Planning

    What Is Northern California Estate Planning
    What Is Northern California Estate Planning from Timothy Murphy Every responsible adult should have an estate plan in place. Learn more about Estate Planning in Northern California in this presentation.  
  • Apr 19

    Preparing for Northern California Incapacity: Part 2 of 2

    Preparing for Northern California Incapacity: Part 2 of 2
    Preparing for Northern California Incapacity: Part 2 of 2 from Timothy Murphy  Is the only way to guarantee that you will be protected if you become incapacitated. Learn more about Preparing for Northern California Incapacity in…
Rank this Week: 2813

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Apr 23

    Estate Planning & Elder Care Seminar

    Estate Planning & Elder Care Seminar
    We do everything possible to provide educational opportunities to people in the greater San Jose area, because many people fail to plan ahead due to a lack of information. From an electronic perspective, we publish an ongoing stream of…
  • Apr 21

    Does the Medi-Cal Look-Back Apply if I Give a Caregiver Child My Home?

    Does the Medi-Cal Look-Back Apply if I Give a Caregiver Child My Home?
    Medi-Cal is California’s version of the Medicaid program that is jointly administered by the federal government along with each respective state government. This program is very important for many senior citizens, because it will pay…
  • Apr 16

    Can My Spouse Use My Estate Tax Exclusion After I Die?

    Can My Spouse Use My Estate Tax Exclusion After I Die?
    There is a federal estate tax exclusion that exists as the line in the sand that divides the people who are exposed to the tax from those who are exempt. If the value of your estate does not exceed the amount of this exclusion, you are exempt…
Rank this Week: 1890

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Apr 22

    Thought for the Day:

    Thought for the Day:
    Perfection is not attainable, but if we chase perfection we can catch excellence. Vince Lombardi
  • Apr 22

    Amending a Trust

    Amending a Trust
    For many people an estate plan includes much more than a simple Last Will and Testament. Although there are numerous estate planning tools and documents that can be incorporated into an estate plan, some are used more than others. Trusts, for…
  • Apr 21

    Texas History – Do You Know Who Was the First Woman Elected Mayor of Dallas?

    Texas History – Do You Know Who Was the First Woman Elected Mayor of Dallas?
    Annette Strauss became Dallas’s first elected woman mayor. She was born in Houston, Texas, graduated from the University of Texas at Austin in 1944. Strauss served as mayor from 1987 to 1991. She was the second female mayor –…
Rank this Week: 3598

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/
  • Apr 22

    What to do about an estate lawyer who misbehave

    What to do about an estate lawyer who misbehave
    A reader of this blog recently suggested to me that he'd like to see an article about what to do when the lawyer for the estate has misbehaved. I took him up on the suggestion because I realize that plenty of people - executors and…
  • Apr 22

    Is taking a greedy executor to court to pass accounts worth it?

    Is taking a greedy executor to court to pass accounts worth it?
    Whenever a person is thinking about bringing a lawsuit against someone, he or she goes through the mental process of weighing risks and downside against potential gains. The question is whether the lawsuit is worth it. A large part of the…
  • Apr 15

    Crash victim's will made all the difference - Saanich New

    Crash victim's will made all the difference - Saanich New
    When I talk to people who don't have wills and I ask them why they haven't made one yet, I get a variety of answers. The one I hear the most is that people plan to make wills "later", when they are older, or sick, or injured. They…
Rank this Week: 678