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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • May 25

    Court Refuses To Recognize Tortious Interference With Inheritance In New Jersey

    Court Refuses To Recognize Tortious Interference With Inheritance In New Jersey
    A Federal District Court has ruled that Tortious Interference with an inheritance is not a cause of action in New Jersey. The case concerned three siblings who claimed that the guardian of their mother removed items and money from the...
  • May 25

    Estranged Husband Of Murder Victim Seeks Part Of Estate

    Estranged Husband Of Murder Victim Seeks Part Of Estate
    A Pennsylvania man is seeking part of the estate of his estranged wife after she was murdered by her boyfriend from after the separation. The couple had been apart for almost three years when the murder occurred and, as a...
  • May 25

    CLE On Estate Tax Returns, Estate Expense

    CLE On Estate Tax Returns, Estate Expense
    The American Bar Association Paralegal Elearning Program presents, From Undertaker to Litigator and Steps in Between: The Role of the Paralegal in Estate Administration, Distribution and Resolution, Thursday June 4, 2015 from 12:30-1:30pm…
Rank this Week: 21

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/
  • May 24

    Estate Planning Considerations for Your TFSA

    Estate Planning Considerations for Your TFSA
    I recently came across an article titled TFSA Designations May Cause Estate Planning Problems written by Amin Mawani and published by Advisor.ca. The article highlights some important estate planning considerations for TFSA account holders.…
  • May 21

    Once again, costs are hard to order where a winner isn’t clear.

    Once again, costs are hard to order where a winner isn’t clear.
    There’s a new costs endorsement that features another common situation in relation to trustee accounts – what proportion (if any) should be paid out of the trust and how should costs be assessed between the trustee and the…
  • May 21

    Hull on Estates #419 – Communication with experts and disclosure of draft

    Hull on Estates #419 – Communication with experts and disclosure of draft
    http://traffic.libsyn.com/kirsten/HOE_419_FINAL.mp3 This week on Hull on Estates, Jonathon Kappy and Andrea Buncic discuss the recent decision of Moore v. Gatahun, 2015 ONCA 55, and counsels’ permissible communications with expert…
Rank this Week: 92

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: 120

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: 219

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/
  • May 22

    BB King estate fight could get pretty ugly

    BB King estate fight could get pretty ugly
    It seems that yet another celebrity estate is headed for court. Apparently even though legendary blues artist B.B. King has only just passed away, his children are already fighting over control of  his estate. The National Post has a story…
  • May 22

    If your spouse dies, leaves you nothing and gives it all to his kids, should you contest the will?

    If your spouse dies, leaves you nothing and gives it all to his kids, should you contest the will?
    If your spouse dies and leaves you nothing and leaves everything to his/her kids from a previous marriage, should you contest the will? What if you're unwell and can't work? This is a question I hear frequently from many readers, with a…
  • May 10

    8 steps to take if you've been widowed

    8 steps to take if you've been widowed
    Once the shock of being widowed has worn off a bit, it's time to take some steps to get your own affairs in order. It's important that you straighten out legal matters to reflect your new situation, in order to avoid issues and complications…
Rank this Week: 242

Probate, Trusts and Estate Law…

Probate, Trusts and Estate Law Blog

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

http://www.calprobate.com/blog/
  • Apr 13

    QTIP Trust Frequently Asked Question

    QTIP Trust Frequently Asked Question
    QTIP trusts are excellent options for a number of married couples, especially those who have been married two or more times, or those with blended families. However, not many people understand what a QTIP trust is, what the benefits are, or…
  • Apr 10

    California Estate Planning Myths & Misconceptions (Part 2)

    California Estate Planning Myths & Misconceptions (Part 2)
    In our last post, we outlined four common myths surrounding estate planning in California. Today, we’ll look at four more common misconceptions that we hear in our office from individuals new to estate planning.
  • Apr 9

    California Estate Planning Myths & Misconceptions (Part 1)

    California Estate Planning Myths & Misconceptions (Part 1)
    One of the reasons that far too many people don’t take care of their basic estate planning needs is that they hold common misconceptions about what estate planning is, how it works, and whether they need to worry about it. Below, we…
Rank this Week: 319

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/
Rank this Week: 328

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: 369

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: 460

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/
  • May 24

    Fargey v. Fargey

    Fargey v. Fargey
    If you want to ensure that your child or grandchild (or any other beneficiary) will not have control over an inheritance from you until he or she attains a more mature age than nineteen, the age of majority in British Columbia, then it is…
  • May 16

    Re Beck Estate

    Re Beck Estate
    In a previous post, I wrote about the first reported case applying section 58 of the Will, Estates and Succession Act. This section allows the court to give effect to a “record, document, or writing or marking on a will or other…
  • 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).…
Rank this Week: 465

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: 513

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

http://www.probatelawyerblog.com/
  • May 14

    Family Members of B.B. King Are Singing The Blue

    Family Members of B.B. King Are Singing The Blue
    Blues great B.B. King, who is now 89 years old and suffers from diabetes and other health problems, is the subject of a bitter dispute over management of his care and assets. The battle pits his longtime business manager, Laverne Toney,…
  • 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…
Rank this Week: 527

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/
  • May 25

    3 Reasons to Choose a Non-Family Trustee

    3 Reasons to Choose a Non-Family Trustee
    Creating a trust generally involves the intention of preserving assets for loved ones. Benefiting from a trust’s preservation might not be possible if the trust is not maintained properly. One of the many responsibilities of a trustee…
  • May 24

    Opportunities for 529 College Savings Plan

    Opportunities for 529 College Savings Plan
    529 College Savings Plans consistently offer long-term tax-deferred growth for future students. As a savings tool, 529 plans come with a few restrictions. For one, contributions must be made with after-tax dollars. (Some state-level…
  • May 23

    Tax Concerns for New Domicile

    Tax Concerns for New Domicile
    Living in one state while claiming domicile in another could offer many benefits depending on the jurisdictions. Tax benefits are generally a prime factor when an individual considers claiming domicile outside their resident state.…
Rank this Week: 617

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/
  • May 22

    Idaho Elder Law - Long Term Care for Veterans & Their Spouse

    Idaho Elder Law - Long Term Care for Veterans & Their Spouse
    Soldier with FlagMany wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future. The Veterans Administration has funds that are available to help pay for…
  • May 21

    Idaho Estate Planning - Spring Clean Your Financial Life

    Idaho Estate Planning - Spring Clean Your Financial Life
    When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile up. Even if you regularly keep up with your finances, it can be beneficial to take a…
  • May 20

    Idaho Estate Planning - Conservatorship, Guardianship, What's the Diff?

    Idaho Estate Planning - Conservatorship, Guardianship, What's the Diff?
    Conservators must be bonded for the value of all income and personal property of the person, and guardians also may be required to post bond.
Rank this Week: 705

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/
  • May 19

    The infant plaintiff (plaintiff) has a history of head trauma...cont

    The infant plaintiff (plaintiff) has a history of head trauma...cont
    A Bronx County Brain Injury Lawyer argued that while Dr. EG is not a medical doctor, there is no magic to the MD degree aside from automatically qualifying by study alone. They noted that a psychologist has been found qualified to testify…
  • May 17

    The infant plaintiff (plaintiff) has a history of head trauma

    The infant plaintiff (plaintiff) has a history of head trauma
    The infant plaintiff (plaintiff) has a history of head trauma. In the year 2000, he was struck in and above the left eye by a baseball when he was tagged while sliding headlong into first base. He apparently was not treated for this personal…
  • May 15

    Administration for Children's Services (ACS)

    Administration for Children's Services (ACS)
    On June 8, 2009, a physician at XXX Medical Center reported that Respondent-mother’s (hereafter RM) seven month old child was brought to the hospital after her boy friend (hereafter BF) found the child in an abnormal sleeping position…
Rank this Week: 709

California Tax Attorney Blog

California Tax Attorney Blog

Covers tax controversies involving the IRS and California Franchise Tax Board, as well as California probate, estate planning matters and business transactions. By Mitchell A. Port.

http://www.californiataxattorneyblog.com/
  • Sep 2

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Dec 29

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 718

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • May 21

    Fighting Virginia Radar Based on Odometer

    Fighting Virginia Radar Based on Odometer
    I’ve had people ask me this question and I don’t know where it’s coming from, but it simply is not relevant in Virginia. Let’s take a look at what defense options you DO have. © marketing for Andrew Flusche, 2015.…
  • May 11

    Will You Get Arrested if You Refuse the Roadside Breath Test?

    Will You Get Arrested if You Refuse the Roadside Breath Test?
    It’s possible. But the only way the preliminary breath test can help you is if you blow below a .08. As you’ll recall, the roadside breath test (or “preliminary breath test”) is the test that the officer offers you on…
  • May 7

    What is the Virginia Marijuana First Offender Program?

    What is the Virginia Marijuana First Offender Program?
    If you’re charged with possession of marijuana in Virginia, and this is the first time you’ve been through this situation you may be eligible for what we would call the first offender program.   This program is enabled by…
Rank this Week: 724

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • May 22

    FBI Admits Patriot Act Snooping Worthle

    FBI Admits Patriot Act Snooping Worthle
    Washington Times:  “FBI agents can’t point to any major terrorism cases they’ve cracked thanks to the key snooping powers in the Patriot Act, the Justice Department’s inspector general said in a report Thursday…
  • May 15

    Feds Charge Developer Alex Papas with Fraud, Conspiracy

    Feds Charge Developer Alex Papas with Fraud, Conspiracy
    Arizona Republic:  “An Arizona real-estate developer was arrested last week on fraud and bankruptcy charges stemming from an alleged scheme to hide $17 million in assets.  Alex Papakyriakou, also known as Alex Papas, 57, of…
  • May 14

    IRS Refunds $107,000 It Lifted from Business Man

    IRS Refunds $107,000 It Lifted from Business Man
    Fox News:  “Lyndon McLellan fought the law — and apparently, he won.  The North Carolina business owner for months has been battling the federal government after IRS agents last fall seized $107,000 from him, under a…
Rank this Week: 732

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/
  • Apr 14

    The Implementation of Electronic Filing in the Court

    The Implementation of Electronic Filing in the Court
    In this day of technology, it is no surprise that the court systems are moving to using an Electronic Document Management System (EDMS for short) for parties to file documents with the Court, without even setting foot in the Courthouse. The…
  • Apr 14

    Service by Facebook?

    Service by Facebook?
    A New York judge recently entered an Order allowing a woman to serve her husband divorce papers via Facebook.  In Iowa, generally, a competent adult must accept service or be served in-person in order accomplish proper…
  • 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…
Rank this Week: 749

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 11

    A medical perspective on Estate matters – a chastened viewpoint

    A medical perspective on Estate matters – a chastened viewpoint
    I am very pleased to join the Allaboutestates blog to add a perspective on the role of the physician in estate matters. I recall vividly the first time I was asked in court: “Dr. Shulman, in your opinion did Mr. X have testamentary…
  • Jun 10

    Who is Your Daddy?

    Who is Your Daddy?
    I think it is safe to say that the concept of “family” is a foundational principle in estate planning. I think it is also safe to say that, when asked, all of us would have a very clear understanding of what is meant by the term…
  • Jun 9

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 765

PA Elder, Estate & Fiduciary…

PA Elder, Estate & Fiduciary Law Blog

Covers Elder Law, long-term care, "End-of-Life" and health care surrogate decision-making, estate & personal planning, fiduciary administrations, elders' dispute resolution, and Orphans' Court litigation. By Neil E. Hendershot.

http://paelderestatefiduciary.blogspot.com/
  • Nov 23

    PA Bar Assn approves Orphans' Court Mediation Project

    PA Bar Assn approves Orphans' Court Mediation Project
    <!--[if gte mso 9]> <![endif]-->On Friday, November 21, 2014, the Pennsylvania Bar Association formally approved, by unanimous vote, a Report and Recommendation presented by its Alternative Dispute Resolution Committee…
  • Aug 27

    Philadelphia Court Upholds Stephen Girard's Intention

    Philadelphia Court Upholds Stephen Girard's Intention
    Stephen Girard, late in life Painted by J.R. Lambdin Judge O'Keefe, Administrative Judge of the Philadelphia Court of Common Pleas, sitting in the Orphans' Court Division, issued an opinion and order, dated August 21, 2014, released on…
  • Jun 19

    PA POA Reform legislation on Governor's Desk

    PA POA Reform legislation on Governor's Desk
    On June 18, 2014, the Pennsylvania House of Representatives adopted (193-0) the amended, compromise version of House Bill 1429, in Printer's No. 3708, regarding power of attorney reform.  The adopted legislation was transmitted to the…
Rank this Week: 823

Cooper Elder Law

Cooper Elder Law

Covers Ohio estate planning, nursing home protection and qualifying for veterans benefits. By Thom L. Cooper Company, LPA.

http://cooperelderlaw.com/our-blog/
  • Apr 22

    Earth Day is a good opportunity to fertilize your estate plan.

    Earth Day is a good opportunity to fertilize your estate plan.
    By Attorney Ted Brown Earth Day is one of my favorite times of the year as it marks the dawn of spring and reminds us of the natural wonder of seasonal renewal. It gives us the opportunity to pause and reflect on not only the pristine beauty…
  • Apr 7

    Ohio Under Fire Over Medicaid Regulation

    Ohio Under Fire Over Medicaid Regulation
    By Attorney Nathan Simpson In a recent opinion in the case Wagner v. McCarthy, a judge from the Federal District Court for Southern Ohio issued a preliminary injunction against the Ohio Department of Medicaid for its interpretation of federal…
  • Mar 16

    Continuing Care Retirement Communities are the Least Profitable Businesses in the US

    Continuing Care Retirement Communities are the Least Profitable Businesses in the US
    By: Attorney Nathan Simpson According to a new article in Forbes, Continuing Care Retirement Communites (CCRCs) and Assisted Living Facilities are the least profitable business in the US, turing on average a -1.0% profit margin. While this…
Rank this Week: 885

NFA Gun Trust Lawyer Blog

NFA Gun Trust Lawyer Blog

Covers Class III weapons topics for all of the 50 states. By Law Office of David M. Goldman PLLC.

http://www.guntrustlawyer.com/
  • May 18

    Supreme Court states: Felons Do Not Lose Property Right in Owned Firearm

    Supreme Court states: Felons Do Not Lose Property Right in Owned Firearm
    We have been telling people for years that a properly drafted gun trust can help protect your firearms in the event that you become a prohibited person in the future.  Today the Supreme Court came to a Unanimous Decisions supporting our…
  • May 18

    Can an 18 year old build an SBR, SBS, or other NFA firearm?

    Can an 18 year old build an SBR, SBS, or other NFA firearm?
    We are often asked if you have to be 21 to build an SBR or Suppressor.  If you are manufacturing a firearm under the NFA using an ATF Form 5320.1  you only need to be 18 under federal law.  Likewise, if you are purchasing a…
  • May 6

    Montana legalizes Hunting with Suppressors (silencers)

    Montana legalizes Hunting with Suppressors (silencers)
    It is now legal to hunt in Montana with a Suppressor.  On April 23rd, 2015, Gov. Steve Bullock signed House Bill 250, legalizing the use of suppressors for all lawful hunting in Montana. The bill, sponsored by Rep. Kirk…
Rank this Week: 918

Weiss Berzowski Brady LLP Blog

Weiss Berzowski Brady LLP Blog

Covers business law, employment law, estate planning, real estate law and tax law.

http://www.wbb-law.com/multimedia/blog
  • Feb 23

    The New Wisconsin Trust Code: Drafting the Rules Your Clients Need

    The New Wisconsin Trust Code: Drafting the Rules Your Clients Need
    By Randy S. Nelson.   From InsideTrack, the Bi-Weekly Newsletter of the State Bar of Wisconsin.  
  • Feb 10

    Capacity Issues in Estate Planning

    Capacity Issues in Estate Planning
    By Jacqueline L. Messler.  As the average age of Americans continues to rise, more cases of dementia are diagnosed, and the need for assistance for the elderly rises, estate planners are often faced with issues of capacity. …
  • Sep 30

    Plan Before You Think You Need To

    Plan Before You Think You Need To
    By Michael B. Berzowski.  On August 24,2014 while doing some yard work, I lost my footing , fell and managed to break both bones in my lower right leg along with some cartilage and tendon damage plus some bone chips in the heel area. As…
Rank this Week: 925

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

http://www.sandiegoestateplanninglawyerblog.com/
  • May 14

    Showing Proper Respect for Death Certificate

    Showing Proper Respect for Death Certificate
    Gov. Jerry Brown signed into law the “Respect After Death Act.” This law requires persons completing a death certificate to report the deceased person's correct “gender identity.” The law, sponsored by California…
  • May 12

    Understanding Advance Health Care Directives and “Living Wills”

    Understanding Advance Health Care Directives and “Living Wills”
    You often hear the term “living will” used to describe a document outlining a person's wishes in the event they become incapacitated or are otherwise unable to communicate with medical personnel. Actually, a living will is not a…
  • Apr 10

    “Undue Influence” Can Undo Your Estate Planning Intention

    “Undue Influence” Can Undo Your Estate Planning Intention
    Your deathbed is not the right place to make a will or begin the estate planning process. Individuals who are hospitalized or dying are often subject to the undue influence of others. California courts may invalidate a will or other estate…
Rank this Week: 928

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • May 14

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust
    Nassau County Surrogate Edward McCarty III likes to begin his weekly Wednesday calendar call with a folksy chat to the usually packed courtroom. This week, the judge lamented the recent decision of the state to make new staff cuts of court…
  • Apr 19

    Digital Life After Death, A Question For The Future

    Digital Life After Death, A Question For The Future
    Your lawblogger recently attended a seminar given by Evan Carroll, the author of  “Your Digital Afterlife”,  a book speaking to the growing issues that have arisen as our activities on line have continued to branch out…
  • Mar 31

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid
    The Star Tribune has reported today that Ernie Banks, all star shortstop of the Chicago Cubs who died January 23rd at the age of 83 has left his estate to his caregiver Regina Rice. Banks made his will last October and the witnesses reported…
Rank this Week: 948

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 &amp; 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: 979

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/
  • May 20

    Does a Contract Have to Be in Writing to be Enforceable?

    Does a Contract Have to Be in Writing to be Enforceable?
    The answer – it depends. The general rule is that in order to be enforceable, contracts do not have to be in writing unless they are required to be in writing by law. So, what constitutes a contract? The basic elements of a contract…
  • May 6

    Web Development Pitfalls and Legal Issues to Address When Someone Else Creates or Manages Your Business Website

    Web Development Pitfalls and Legal Issues to Address When Someone Else Creates or Manages Your Business Website
    Imagine the following scenario: It’s Monday morning and you open your web browser and type the domain name of your website into the address bar. You want to send a link to a blog post that may be of interest to a customer. Instead of…
  • May 1

    Who Owns This Blog Post?

    Who Owns This Blog Post?
    As a lawyer who blogs who is interested in the law as it pertains to bloggers, answering this question seems like a good place to start for a series of posts on Internet Law. The answer to the above question, as you might imagine, depends on…
Rank this Week: 1019

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: 1027

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • May 14

    IRS Loses Couple’s Tax Return, Blames the Couple

    IRS Loses Couple’s Tax Return, Blames the Couple
    In a complaint filed April 30 in the US Court of Federal Claims, John and Dorothy Shea stated that the Internal Revenue Service (IRS) had erroneously denied their refund claim as untimely filed after the agency had admitted to losing the…
  • May 12

    False Tax Returns Increase Tenfold since 2010

    False Tax Returns Increase Tenfold since 2010
    Several million taxpayers - and the number is rising sharply—have had returns falsely filed in their name in recent years. New consumer-protection rules were supposed to make it easier for people to figure out what thieves have stolen.…
  • May 7

    Couple Assessed Penalty for Wasting IRS’s Time

    Couple Assessed Penalty for Wasting IRS’s Time
    Judge Albert G. Lauber ruled on April 15 that a Michigan couple, who failed to pay the full amount of taxes they owed for the years 2005 – 2008, had “wasted many hours of respondent’s time and of this Court’s…
Rank this Week: 1035

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: 1067

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: 1074

Thoits Law Blog

Thoits Law Blog

Discusses important legal developments in the areas of business, employment, intellectual property, litigation, real estate, and estate planning. By Thoits, Love, Hershberger & McLean.

http://www.thoitslaw.com/blog/
  • Apr 8

    You Really, Really Need a Shareholder Buy-Sell Agreement

    You Really, Really Need a Shareholder Buy-Sell Agreement
    ...a relatively small investment of time spent on the fundamentals can yield significant dividends in the future – and help to avoid much distress. And, the first fundamental, particularly for founders who do not anticipate seeking venture…
  • Apr 8

    Selling Restricted Stock of Private Companie

    Selling Restricted Stock of Private Companie
    Anyone who holds restricted stock of a non-public company, such as Twitter, Box, or Palantir among others, probably has discovered it is possible to find buyers for their stock by contacting Second Market or Shares Post or other…
  • Feb 22

    California Pregnancy Disability Leave: Longer Than Four Months?

    California Pregnancy Disability Leave: Longer Than Four Months?
    The court stated that this was a "case of first impression" and posed the issue as "whether an employee who has exhausted all permissible leave available under the Pregnancy Disability Leave Law (PDLL)...may nevertheless state…
Rank this Week: 1099

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: 1106

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

Covers business law and planning, elder law, estate planning, and probate and estate administration. By Deirdre Wheatley-Liss.

http://www.njelderlawestateplanning.com/
  • Apr 2

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing
    A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
  • Mar 25

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide
    You have a horrific accident and are looking at a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a…
  • Mar 25

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 1138

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/
  • May 23

    Documents your 18-year-old need

    Documents your 18-year-old need
    Has your child turned 18? Then he's an adult, says the law - even if he's still on your insurance plan, even if you're paying his tuition, even if he's living in your house and you're doing his laundry. From a legal perspective, your…
  • May 22

    Documents your 18-year-old should have

    Documents your 18-year-old should have
    Has your child turned 18? Then he's an adult, says the law - even if he's still on your insurance plan, even if you're paying his tuition, even if he's living in your house and you're doing his laundry. From a legal perspective, your parental…
  • May 19

    "Still Alice" brings Alzheimer's Disease into the spotlight

    &quot;Still Alice&quot; brings Alzheimer's Disease into the spotlight
    I am a little late with this blog post, because there have been so many changes in the law over the past weeks that I had to tell you about first.  I offer a belated congratulations to Julianne Moore, who in late February nabbed this…
Rank this Week: 1183

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • May 16

    Court Makes it Easier for DMV to Suspend License After a California DUI

    Court Makes it Easier for DMV to Suspend License After a California DUI
    As if it wasn’t very easy enough for the DMV to suspend a vehicle driver’s certificate following a California DUI arrest. Remember my countless publishing on the uphill and one-sided procedure that is the DMV’s management…
  • May 9

    Why You Need To Work With A Criminal Attorney

    Why You Need To Work With A Criminal Attorney
    To make sure that you get the finest treatment possible, it is crucial that you work with the right criminal protection lawyer to represent you. No matter what you are being asked for with, the appropriate legal representative could make a…
  • May 2

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company
    You’re not obtaining the outcomes you desire from your Search Engine Optimization firm, but you’re not sure exactly just what the trouble is. You even question if it could be you, as well as not the Search Engine Optimization…
Rank this Week: 1187

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/
  • May 22

    Get These Documents in Order before Dementia Strike

    Get These Documents in Order before Dementia Strike
    Be sure to have all of your estate planning and power of attorney documents completed before a decline in your cognitive functions prevents you from doing them altogether.
  • May 20

    “The Widow Lincoln” Sheds Light on Financial Lessons for Widow

    “The Widow Lincoln” Sheds Light on Financial Lessons for Widow
    The loss of a spouse is emotionally difficult at the time and therefore it is important to plan for this event and make sure that the survivor knows how to proceed.
  • May 18

    Divorced? Time to Update Your Estate Plan and Beneficiarie

    Divorced? Time to Update Your Estate Plan and Beneficiarie
    Be sure to update your estate planning documents and beneficiary forms after a divorce to be sure that your ex-spouse or in laws do not receive your estate against your wishes.
Rank this Week: 1229

Law Office of Donald D. Vanarelli…

Law Office of Donald D. Vanarelli Blog

Covers New Jersey elder law and estate planning.

http://www.dvanarelli.com/blog
Rank this Week: 1270

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • May 19

    Inherited Property and Partition: When Your Brother or Sister or Other Heir Won’t Agree to the Sale

    Inherited Property and Partition: When Your Brother or Sister or Other Heir Won’t Agree to the Sale
    In Florida, when a parent passes away owning real estate and they are the only owner or the only surviving owner, the property, whether it is the family home or the family vacation property, becomes part of the deceased parent’s probate…
  • May 12

    Selling the House After a Florida Divorce: When Partition is the Answer

    Selling the House After a Florida Divorce: When Partition is the Answer
    You live in Florida and you just got divorced. The two of you bought a house while you were married, which is usually the most valuable marital asset. The judge finalized your divorce, but ownership and how the home is to be disposed of…
  • May 5

    Escrow/Deposit Problems in Florida Residential Real Estate Closing

    Escrow/Deposit Problems in Florida Residential Real Estate Closing
    When you are buying a home here in South Florida, or you are trying to sell a house or condo somewhere in the Miami – Palm Beach – Fort Lauderdale area, there are certain things that are automatic in every residential transaction.…
Rank this Week: 1322

Florida Probate Litigation…

Florida Probate Litigation Attorney Blog

Covers contested wills, estate planning, and trusts. By Robert C. Adamski.

http://www.floridaprobatelitigationlawyers.com/
  • Mar 29

    Actor's death exemplifies the importance of guardianship

    Actor's death exemplifies the importance of guardianship
    Paul Walker's death was a shock to the actor's family, friends and his fans. Although unexpected, it appeared that the actor had thought about his own mortality, because he died with an estate plan in place. Walker left his...
  • Mar 27

    Undue influence can often lead to financial exploitation

    Undue influence can often lead to financial exploitation
    Financial exploitation is a serious problem for Florida's seniors, but many people are surprised to learn that it's not just strangers that swindle seniors out of their hard-earned money. A senior's friends or relatives may be the cause of...
  • Mar 21

    Florida suit seeks to protect surviving spouse in gay marriage

    Florida suit seeks to protect surviving spouse in gay marriage
    Eight couples in Florida recently filed a lawsuit against the state, claiming that Florida's ban on gay marriage violates their rights under the U.S. Constitution. The couples, each living in Florida, but married in another state that…
Rank this Week: 1346

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/
  • May 25

    Memorial Day 2015

    Memorial Day 2015
    On Veterans Day, November 11, we remember all of those who have served in the United States military. However, on Memorial Day, the third Monday in May, we remember all of those who have given "the last full measure" in their…
  • May 22

    When a Disability Derails Your Retirement Plan

    When a Disability Derails Your Retirement Plan
    So, you had your eye on a retirement future, but an unexpected disability changed everything. What now?
  • May 21

    Of Guardians and Conservators - The Case of Bobbi Kristina Brown

    Of Guardians and Conservators - The Case of Bobbi Kristina Brown
    Remember when Bobbi Kristina Brown, the daughter of Bobby Brown and the late Whitney Houston, was found "unresponsive" in a bathtub back in January 2015? She is not "progressing," but her case illustrates the difference…
Rank this Week: 1403

Pennsylvania Fiduciary Litigation

Pennsylvania Fiduciary Litigation

Insights and and commentary from a trusts and estates lawyer and expert witness. By Patti Spencer of Spencer Law Firm.

http://www.pennsylvaniafiduciarylitigation.com/
  • Jul 21

    Wells Fargo Terminated as Trustee

    Wells Fargo Terminated as Trustee
    Thank you Gary Beyer for your post entitled "Wells Fargo Terminated as Trustee." Beyer writes: "On Thursday, a Circuit Judge in Wisconsin terminated Wells Fargo Bank as trustee of the Chester Bible scholarship trust, furnishing control to…
  • Jul 16

    New Rule of Civil Procedure - Discovery of Expert Testimony

    New Rule of Civil Procedure - Discovery of Expert Testimony
    On July 10, 2014 the Supreme Court of Pennsylvania ordered the adoption of new Rule 4003.5 of the Pennsylvania Rules of Civil Procedure. The rule has been modified and the following clause (4) is added: (4) A party may not discover the…
  • Mar 31

    Enforcement of Arbitration Clauses in Trust

    Enforcement of Arbitration Clauses in Trust
    Ever since George Washington included arbitration provisions in his will, this idea has kicked around.  Washington's will contained this language: "That all disputes (if unhappily they should arise) shall be decided by three impartial…
Rank this Week: 1462

Ohio Social Security Disability…

Ohio Social Security Disability Blog

Covers family law, criminal law, and social security SSD/SSI ssues in Ohio. By the Law Offices of John T. Nicholson.

http://www.johntnicholson.com/ohiolawblog/
  • May 26

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job
    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job  SSR 64-47c The claimant, a high school graduate who had worked in various capacities in carpentry, including foreman and…
  • Mar 24

    Social Security disability rules for Lupu

    Social Security disability rules for Lupu
    How to win my disability case for a lupus diagnosis? Systemic lupus erythematosus, or simply lupus, is evaluated in the immune system section of the Disability Evaluation Under Social Security disability handbook, more commonly known as the…
  • Feb 10

    Delays in Ohio Social Security Disability claims hurt claimant

    Delays in Ohio Social Security Disability claims hurt claimant
    Social Security Disability Delays Impact Vulnerable Patients Unfortunately it is becoming all to common for those applying for Social Security Disability benefits to suffer delay after delay while their claims languish in a bureaucratic mess…
Rank this Week: 1467

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

http://www.texaswillsandtrustslaw.com
  • May 22

    Who Inherits If The Beneficiary Of My Will Dies Before Me?

    Who Inherits If The Beneficiary Of My Will Dies Before Me?
    Although it’s unpleasant to consider, there is a possibility that those whom you’d like to benefit in your Will may not survive you. For example, you may wish to give all your worldly possessions to your spouse, but he or she may…
  • May 13

    Can A Biological Sibling of an Adopted Child Inherit Under the Texas Intestacy Statute

    Can A Biological Sibling of an Adopted Child Inherit Under the Texas Intestacy Statute
    I recently got a note someone whose biological brother had been given up for adoption while he was a baby. His brother had just died in Texas without a Will. He wondered whether he was entitled to a share of brother’s estate. Section…
  • May 8

    The Top 10 Reasons Why You Need An Estate Plan

    The Top 10 Reasons Why You Need An Estate Plan
    A recent survey found that approximately two-thirds of Americans don’t have a wills, and even fewer have power of attorneys or health care directives. Are you one of them? The survey suggests that the primary reasons why so few have…
Rank this Week: 1471