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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 5

    Trust Attorney Did Not Owe Beneficiaries Fiduciary Duty

    Trust Attorney Did Not Owe Beneficiaries Fiduciary Duty
    In a recent trust case from Florida and appealed to the United States Court of Appeals for the Eleventh Circuit, life insurance trust beneficiaries brought a breach of fiduciary duty claim against the trustee's attorney. In Bain v McIntosh,…
  • Mar 5

    Article on Inheritance of Frozen Reproductive Material

    Article on Inheritance of Frozen Reproductive Material
    Elise N. McQuain (Associate Attorney, Goodwin & Goodwin, LLP, Charleston, West Virginia) recently published an article entitled, Inheritance of Frozen Reproductive Material, 40 Ohio N.U.L. Rev. 301. Provided below is an excerpt from the…
  • Mar 5

    Webinar on Same Sex Marriage

    Webinar on Same Sex Marriage
    The ABA Section of Real Property, Trust and Estate Law is presenting a non-CLE free webinar entitled, Same Sex Marriage On the Cusp: Remaining Issues of Non-recognition and Guesses about the Future, Wednesday, March 11, 2015, 12:30- 1:30 PM…
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/
  • Mar 5

    Digging Around for the Will

    Digging Around for the Will
    In a grisly news story, it was reported that a woman recently pleaded guilty to digging up her late father’s casket to look for a will. The late Eddie Nash died in 2004.  He had prepared a will in 1995.  Unfortunately, one of…
  • Mar 4

    Brain Injuries and Capacity

    Brain Injuries and Capacity
    A critical thing for lawyers to keep in mind when assessing capacity is that capacity is not always dependent on age. Such may be the case with individuals who have incurred brain injuries. Concussions, a form of traumatic brain injury, are…
  • Mar 3

    Hull on Estates #408 – Foundations and charitable gifting option

    Hull on Estates #408 – Foundations and charitable gifting option
    Listen to Hull on Estates #408 – Foundations and charitable gifting options Today on Hull on Estates, Natalia Angelini and Noah Weisberg discuss the use of foundations, in particular the Toronto Foundation, as a charitable gifting…
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: 121

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: 217

Estate Law Canada

Estate Law Canada

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

http://estatelawcanada.blogspot.com/
  • Mar 4

    Orillia couple jailed for elder abuse

    Orillia couple jailed for elder abuse
      Back in October, I blogged about the case of Viola Simonds. It was one of the most shocking, bleak, and heart-breaking cases of elder abuse I had ever heard. Mrs Simonds, 76 years old, was found naked, filthy, covered in vomit and feces,…
  • Mar 4

    Making a will: what you need to know

    Making a will: what you need to know
    Recently I was interviewed by Jennifer Pinarski for an article in www.momstown.ca. That website is a Canadian resource for parents that has information covering babyhood through to family life. Our discussion was geared towards parents of…
  • Mar 3

    What happens to your RRSP on death?

    What happens to your RRSP on death?
    Most of tend to think of our RRSPs - if we think of them at all - in terms of how we're going to squeeze out a few more dollars to put into them. But Ian Hull, a leading Toronto wills and estates lawyer, has recently asked a good question. Do…
Rank this Week: 236

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/
  • Dec 30

    2015 News & 2014 Most Viewed CA Estate Planning & Probate Blog Post

    2015 News & 2014 Most Viewed CA Estate Planning & Probate Blog Post
    Season's greetings and happy new year! This is my last post of 2014. News: Elected to State Bar of California Board of Trustees   Here I am consulting with Terri. If you'd like to discuss asset protection, here's a good place to start…
  • Nov 26

    Helping Your Parents Plan Their Estate

    Helping Your Parents Plan Their Estate
    As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents need assistance with their estate planning, but they are hesitant to ask for help from their…
  • Nov 26

    Helping Your Elderly Parents Plan Their Estate

    Helping Your Elderly Parents Plan Their Estate
    As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents are need assistance with their estate planning, but they are hesitant to ask for help from…
Rank this Week: 316

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: 367

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: 459

Rule of Law

Rule of Law

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

http://rulelaw.blogspot.com/
  • Mar 3

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

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

    Restrictions on Who May File a Notice of Dispute

    Restrictions on Who May File a Notice of Dispute
    One of the changes made to British Columbia’s rules governing probate procedures that came into effect on March 31, 2014, was the replacement of caveats with notices of dispute. One of the main purposes of both caveats under the former…
  • Feb 22

    British Columbia Law Institute Report on Terminating a Strata

    British Columbia Law Institute Report on Terminating a Strata
    The British Columbia Law Institute  has just published its Report on Terminating a Strata recommending reform of the Strata Property Act provisions allowing a strata to wind up its strata corporation and cancel the strata plan.Under…
Rank this Week: 461

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: 509

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

http://www.probatelawyerblog.com/
  • Feb 23

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

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

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

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

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 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/
  • Mar 5

    Tax Issues to Consider When Settling an Estate

    Tax Issues to Consider When Settling an Estate
    During the first quarter of the year, the only tax items most taxpayers are concerned with are their own personal and business returns. However, settling an estate involves tax matters that need to be resolved before the estate is closed. The…
  • Mar 2

    Vulnerability for Domestic Asset Protection Trust

    Vulnerability for Domestic Asset Protection Trust
    A recent court case involving a Domestic Asset Protection Trust (DAPT) revealed a possible threat to the protections provided by these powerful asset preservation tools. DAPTs generally are used when enhanced creditor protections are desired.…
  • Feb 26

    Creating a North Carolina Succession Plan

    Creating a North Carolina Succession Plan
    Failing to create a succession plan for a North Carolina business results in a few possible outcomes that might not match an owner’s wishes. Depending on how the company is structured, upon a business owner’s death, other partners…
Rank this Week: 609

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/
  • Mar 4

    Idaho Estate Planning - Multimillionaire's Estate Headed for Trial

    Idaho Estate Planning - Multimillionaire's Estate Headed for Trial
    The children are claiming that the doctor and his wife had a prenuptial agreement when they married in 2000 that kept the property of each separate. The children are seeking to keep her from selling Grossman’s main asset, Brookfield Farms.
  • Mar 3

    Idaho Estate Planning - Marlon Brando's Estate Hounded by Lawsuit

    Idaho Estate Planning - Marlon Brando's Estate Hounded by Lawsuit
    Right before his death eleven years ago, Marlon Brando couldn't leave his bedroom and was so paranoid that he wanted the room padlocked at his death so no one would steal the buttons off of his shirt!
  • Mar 2

    Idaho Elder Law - Dementia & Alzheimer's are the Same Thing, Right?

    Idaho Elder Law - Dementia & Alzheimer's are the Same Thing, Right?
    Understanding the differences between Alzheimer's and dementia can be confusing. The terms and definitions of these conditions are frequently thought to be interchangeable as patients, families and caregivers come to believe that one simply…
Rank this Week: 700

New York Personal Injury Lawyer…

New York Personal Injury Lawyer Blog

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

http://www.newyorkinjurylawyer247blog.com/
  • Mar 16

    CPLR 5015(a)(3) and (4)

    CPLR 5015(a)(3) and (4)
    The defendants, his brother, and his father were the principal shareholders of the corporate defendant. For several years prior to 1974 the corporation owned a restaurant in Staten Island, together with the real property upon which it was…
  • Mar 4

    Labor Law § 240 (1)

    Labor Law § 240 (1)
    Plaintiffs in this negligence action, seeks damages for personal injury sustained by Plaintiff on September 2, 2008, in a scaffolding collapse accident while he was working as a mason tender for JOFW. The accident occurred inside premises…
  • Mar 2

    Columbia University–New York Hospital...cont

    Columbia University–New York Hospital...cont
    Plaintiff's obstetrical expert opined that during plaintiff's mother's near 24–hour labor, plaintiff experienced multiple late decelerations indicative of placental insufficiency causing fetal hypoxia. He opined that it was a departure…
Rank this Week: 711

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: 717

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Mar 5

    Can the Police Delay to Wait for the Drug Dog?

    Can the Police Delay to Wait for the Drug Dog?
    Find out when the police can make you wait and when they let you need to go on your way. © marketing for Andrew Flusche, 2015. | Permalink | No comment | Add to del.icio.us Post tags: Feed enhanced by Better Feed from Ozh The post Can…
  • Mar 4

    Beat Driving on Suspended Third by Getting Prior

    Beat Driving on Suspended Third by Getting Prior
    If you are facing diving on suspended in Virginia, definitely contact me so we can discuss your case and once you hire me, begin getting those prior convictions in order. © marketing for Andrew Flusche, 2015. | Permalink | No comment |…
  • Mar 3

    Reckless Driving for Going Too Fast in the Snow

    Reckless Driving for Going Too Fast in the Snow
    Virginia gets its fair share of winter weather but it does seem to catch us by surprise every year, and every year I get calls for people who got reckless driving tickets during the winter storms. One common ticket that I hear about quite…
Rank this Week: 724

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

    Stanford Phds Say Renewable Energy Won’t Work

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

    The Law-School Scam

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

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

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo
    Newsmax:  “Add the U.S. Postal Service to the list of federal agencies seeking to purchase . . . alarmingly large quantities of ammunition.  A little more than a year ago, the Social Security Administration put in a request…
Rank this Week: 744

Iowa Law Blog

Iowa Law Blog

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

http://www.iowa-lawblog.com/
  • Mar 2

    Grandparent and Great-Grandparent Visitation

    Grandparent and Great-Grandparent Visitation
    I am frequently asked about grandparent and/or great-grandparent visitation.  Iowa Code Section 600C.1 discusses the circumstances in which a grandparent and/or great-grandparent may petition the court for visitation with a grandchild…
  • Feb 3

    Wait! Don't Fire The Employee With A Really Sick Child!

    Wait! Don't Fire The Employee With A Really Sick Child!
    At least not before checking with your attorney. An interesting case from the Northern District of Iowa was recently brought to my attention.  Although no final disposition of the case occurred due to parties resolving the matter out of…
  • Jan 19

    Tax Deductions for Legal Fees in a Divorce

    Tax Deductions for Legal Fees in a Divorce
    In general, the Internal Revenue Code allows for a deduction of reasonable and necessary expenses incurred in the production of taxable income.  This may entitle you to a deduction of some of the legal fees paid in pursuit of…
Rank this Week: 756

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: 761

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: 816

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/
  • Feb 17

    Obama’s Proposals Reminds Us To Reduce Our Legislative Risk Through Tax Diversification

    Obama’s Proposals Reminds Us To Reduce Our Legislative Risk Through Tax Diversification
    By Attorney Dan Vu We have all heard of the saying, “Don’t put all your eggs in one basket.” In the investment world, this means don’t put everything you have into one stock. Apple might be doing great now, but no…
  • Feb 10

    Important Information About Medicare Enrollment

    Important Information About Medicare Enrollment
    By: Attorney Nathan Simpson Getting Medicare enrollment correct is very important to avoid gaps in coverage. The Journal of Financial Planning has published a handy timeline which helps seniors plan for when to enroll. The Journal recommends…
  • Dec 2

    What’s the Difference Between a Will and a Trust?

    What’s the Difference Between a Will and a Trust?
    By Chris Meyer Many people think that Wills and Trusts are the same thing. Nothing could be further from the truth. While there are similarities, there are some very important differences. A Will is a very basic document that simply expresses…
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/
  • Jan 20

    ATF Approval times reduced to less than 6 month

    ATF Approval times reduced to less than 6 month
    Today, the ATF stated that the time to process paper Form 1 and Form 4s - 6 months. Our feeling is that the backlog for paper forms is closer to 4 months when you consider that the eForms are only...
  • Jan 19

    Gun Trusts for those on Probation (even for Driving)

    Gun Trusts for those on Probation (even for Driving)
    In Florida, it is illegal for an individual to be on probation to own, possess, or use a firearm without permission of a Judge and his or her probation officer. While initially, this may sound reasonable because in our minds...
  • Jan 16

    OPEN LETTER ON THE REDESIGN OF "STABILIZING BRACES"

    OPEN LETTER ON THE REDESIGN OF &quot;STABILIZING BRACES&quot;
    The Firearms and Ammunition Technology Division (FATD), Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) has received inquiries from the public concerning the proper use of devices recently marketed as "stabilizing braces."…
Rank this Week: 917

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: 922

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/
  • Feb 13

    Using Age Provisions in a Will or Trust

    Using Age Provisions in a Will or Trust
    Prince Harry, the younger son of Prince Charles, the Prince of Wales, and his former wife, the late Diana Spencer, turned 30 last year. This milestone means Prince Harry will receive more than $17 million from his late mother's estate,…
  • Jan 31

    How a Conservatorship Can Protect You (and Your Assets)

    How a Conservatorship Can Protect You (and Your Assets)
    During your lifetime, it may be necessary for a court to appoint a conservator to oversee your affairs when you are no longer able to do so. A conservatorship can apply to both a person—i.e., someone to make healthcare decisions for…
  • Jan 30

    California Appeals Court Expands Protections Against Elder Financial Abuse

    California Appeals Court Expands Protections Against Elder Financial Abuse
    On September 3, a California appeals court issued a landmark decision on the subject of financial abuse of the elderly. California maintains strict laws designed to protect persons aged 65 and above, who are more susceptible to fraud. In this…
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/
  • Mar 2

    Court of Appeals to Hear Missing Will Case

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

    Court of Appeals to Hear Missing Will Case

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

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

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
Rank this Week: 979

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: 1004

Lancaster Law Blog

Lancaster Law Blog

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

http://www.lancasterlawblog.com/
  • Mar 5

    Is Co-Parenting Possible?

    Is Co-Parenting Possible?
    This headline recently caught my attention Co-Parenting Win: I Lived With my Stepson’s Mother.  The article, fashioned in the form of a letter to the mother of the author’s stepson, chronicles the evolution of the…
  • Mar 2

    Pennsylvania Liquor Update

    Pennsylvania Liquor Update
    There has been a significant amount of liquor license topics which have garnered media attention recently, especially in the Lancaster area.  Last Monday, the Beer Café in the Weis Markets in Ephrata opened.  Also throughout…
  • Feb 27

    Facebook’s New Legacy Contact

    Facebook’s New Legacy Contact
    You may have read our blog posts about Death in the Digital Age and Emailing after Death.  Facebook has certainly established a reputation for making changes, sometimes in response to user concerns.  This issue is no exception and…
Rank this Week: 1018

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: 1029

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Mar 5

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

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

    Protect Your Assets with a Private Retirement Plan

    Protect Your Assets with a Private Retirement Plan
    The following post was taken from our February 2015 newsletter. Click here to subscribe to our monthly newsletter. Most people will not spend a penny today to put a hurdle between their valuable assets and some currently unknown, but…
  • Feb 24

    Terminated QPRTs Result In Interesting Opportunitie

    Terminated QPRTs Result In Interesting Opportunitie
    The following post was taken from our Feburary 2015 newsletter. Click here to subscribe to our monthly newsletter Over the past almost four decades we have helped hundreds of families implement qualified personal residence trusts. …
Rank this Week: 1040

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: 1085

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: 1093

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: 1107

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: 1113

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: 1128

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/
Rank this Week: 1195

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/
  • Sep 24

    Tax Filing Tips for Same-Sex Couples in Oakland County

    Tax Filing Tips for Same-Sex Couples in Oakland County
    Tax filing tips as a result of the Windsor ruling on same-sex couples By Marc Wander Cincinnati residents James Obergefell and John Arthur lived together and were in a committed and intimate relationship for more than 20 years. When John…
  • Sep 24

    Obamacare: GOP’s NEW plan to repeal and replace

    Obamacare: GOP’s NEW plan to repeal and replace
    Obamacare proposed to be repealed and replaced in GOP’s new bill By Mike Witzke A health-care bill will be unveiled by the Republican Study Committee in the House of Representatives to replace Obamacare. (Related: Gifts for…
  • Sep 24

    Gifts for Caregivers: Music, Magazines and Informative Video

    Gifts for Caregivers: Music, Magazines and Informative Video
    Gifts for caregivers are a great way to show your appreciation of their hard work! By Chris Berry Music is another one of the many wonderful gifts for caregivers. It has been show to help heal, reduce stress, and enhance … Continue…
Rank this Week: 1198

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/
  • Mar 4

    Estate Planning Document List - Time to Get Organized!

    Estate Planning Document List - Time to Get Organized!
    Organizing your estate prior to your death can ease the burden to your heirs of trying to locate all your assets and pertinent information after your death.
  • Mar 2

    Five Estate Planning Tools You Really Need

    Five Estate Planning Tools You Really Need
    A basic estate plan is important for every adult to consider and implement.
  • Feb 27

    Living Trust Advantage

    Living Trust Advantage
    Revocable living trusts can offer many advantages including the avoidance of the probate process.
Rank this Week: 1231

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: 1266

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • Mar 3

    Liens on Your Florida Condo or Home: What are They and How Do You Get Rid of Them?

    Liens on Your Florida Condo or Home: What are They and How Do You Get Rid of Them?
    Condo living is a different lifestyle here in Florida, one that lots of people enjoy. Sharing the responsibilities of lawn care and landscaping, pool upkeep, and more can free condo residents from chores they would have face if they lived in…
  • Feb 24

    Florida Condos, Coops, TimeShares, HOAs, and CDDs: Know the Difference Before You Buy

    Florida Condos, Coops, TimeShares, HOAs, and CDDs: Know the Difference Before You Buy
    In Florida, there are different types of home ownership recognized by the Florida Legislature other than the traditional single family home. Florida laws recognize five different alternatives that anyone considering buying residential real…
  • Feb 17

    Discrimination by Bad Real Estate Agent

    Discrimination by Bad Real Estate Agent
    Real estate agents in Florida can do bad things that hurt both home buyers and sellers in serious ways. The buyer may end up with ugly surprises in her new home: things like hidden defects (e.g., mold) that was not disclosed prior to closing.…
Rank this Week: 1342

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: 1347

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/
  • Mar 5

    Family Feud over Estate of Famous Physician

    Family Feud over Estate of Famous Physician
    Yesterday, I put the spotlight on the unfortunate fight over the estate of baseball legend Ernie Banks. This post is about another estate, this time that of a renowned physician. The common thread? Changes to an estate plan when dementia is…
  • Mar 4

    The Ernie Banks Estate - In Extra Inning

    The Ernie Banks Estate - In Extra Inning
    I have written about some unfortunate high-profile estate conflicts over the years, but this one came out of left field. Literally. Have you been following the turmoil surrounding the estate litigation over the estate of baseball great Ernie…
  • Mar 3

    Post-Divorce Estate Planning Protocol

    Post-Divorce Estate Planning Protocol
    So, your divorce is final. What next? For starters, you need to update your estate planning legal documents. Do you really want your ex-spouse (or his or her family) to inherit the assets you were able to keep?
Rank this Week: 1416

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: 1448

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
  • Mar 2

    To Spring or Not to Spring a Durable Power of Attorney

    To Spring or Not to Spring a Durable Power of Attorney
    Every adult should have a durable power of attorney. What is a Durable Power of Attorney? A durable power of attorney is a document that will allow you to appoint someone you trust to engage in specified business, financial and legal…
  • Feb 18

    What Will Happen To Your Facebook Account When You Die?

    What Will Happen To Your Facebook Account When You Die?
    A friend from college died suddenly a couple of years ago. She was a healthy person, but contracted the flu and died from complications from it. A couple of months later, I received Facebook reminder that it was her birthday. Had I not been…
  • Feb 11

    Is A Will Signed By One Witness Valid If It Is Also Signed by a Notary?

    Is A Will Signed By One Witness Valid If It Is Also Signed by a Notary?
    I have written before about the requirements of a valid will in Texas. To be valid, a Will must be signed by the testator, or another person at the testator’s direction and in his presence, and attested in the presence of the…
Rank this Week: 1457

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: 1459