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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 28

    CEO Tim Cook To Give Away All His Money

    CEO Tim Cook To Give Away All His Money
    Chief Executive of Apple Inc., Tim Cook, is planning to give away his wealth. The head of the world’s largest technology corporation says he plans to donate his estimated $785 million fortune to charity after paying for his ten-year-old…
  • Mar 28

    Article on Singapore's Remedial Constructive Trust

    Article on Singapore's Remedial Constructive Trust
    Man Yip (Singapore Management University School of Law) recently published an article entitled, Singapore’s Remedial Constructive Trust: Lessons from Australia? Journal of Equity, Vol. 8, pp. 77-107 (2014); Singapore Management University…
  • Mar 28

    Gift Tax Season is Here

    Gift Tax Season is Here
    The filing deadline for gift tax returns is quickly approaching. One benefit of filing a gift tax return is starting the Statute of Limitations, which gives the IRS three years to challenge the gift valuation. However, to successfully begin…
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 27

    Contestation of Claims Against an Estate

    Contestation of Claims Against an Estate
    Where an estate trustee becomes aware of a potential claim against the estate, but no claim has yet been commenced, it can be difficult to decide how to proceed.  Sections 44 and 45 of the Estates Act contain a seldom used procedure that…
  • Mar 26

    Trustees, Estate Trustees, and Adminstratrices – A Disambiguation

    Trustees, Estate Trustees, and Adminstratrices – A Disambiguation
    Just what to call the person administering an estate in Ontario can be somewhat confusing.  A number of terms have been used over the years.  The same person can be referred to in a number of different ways by different pieces of…
  • Mar 25

    The Two Types of Domicile

    The Two Types of Domicile
    Through the use of modern technology and communication, the world is shrinking every day. We are seeing an influx of foreign residents living and owning property situated in Canada and the reverse is also common. For the purposes of estate…
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: 218

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 28

    Why would someone buy your business?

    Why would someone buy your business?
    I always enjoy estate planning with business owners, as there are always a few interesting issues to resolve and some worthwhile challenges to overcome in the process. For business owners, estate planning can take much longer than it does for…
  • Mar 24

    Panel to discuss prevention of abuse of Enduring Power of Attorney

    Panel to discuss prevention of abuse of Enduring Power of Attorney
    Anyone who is in the St. John's area and who has questions or concerns about Enduring Powers of Attorney might be interested in this event that is happening tonight. I'm participating in a panel that is going to explore issues around Enduring…
  • Mar 21

    A weekend smile

    A weekend smile
Rank this Week: 237

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/
  • Feb 19

    Three Reasons to Include Life Insurance in Your Estate Plan

    Three Reasons to Include Life Insurance in Your Estate Plan
    Life insurance policies offer an important tool to a wide range of people planning their estate, though the specific way that life insurance policies are utilized often differs depending on the needs and situation of the individual. For…
  • 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…
Rank this Week: 317

Florida Probate Litigation

Florida Probate Litigation

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

http://www.flprobatelitigation.com/
  • Mar 20

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

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

    From the Humor File

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

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

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
    A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder guardianship: A well-oiled machine, reported that while Florida has an efficient system of identifying and caring for fragile elders,…
Rank this Week: 327

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: 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/
  • Mar 25

    New Societies Act Introduced in British Columbia Legislative Assembly

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

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

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

    Restrictions on Who May File a Notice of Dispute

    Restrictions on Who May File a Notice of Dispute
    One of the changes made to British Columbia’s rules governing probate procedures that came into effect on March 31, 2014, was the replacement of caveats with notices of dispute. One of the main purposes of both caveats under the former…
Rank this Week: 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: 511

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: 526

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 27

    Downsides of Do-It-Yourself Powers of Attorney

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

    Beneficiary Designation Reminder

    Beneficiary Designation Reminder
    Beneficiary designation forms are an important way for account and asset owners to ensure the respective assets pass to the individuals of their choosing. Mistakes with beneficiary designations could result in serious loss – the…
  • Mar 23

    Creditor Claims Against Decedents in North Carolina

    Creditor Claims Against Decedents in North Carolina
    One of the many responsibilities executors have is ensuring that the decedent’s debts are satisfied. Creditor claims against estates in North Carolina generally fall into categories of priority. The North Carolina Administrative Office…
Rank this Week: 614

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 27

    Idaho Elder Law - Veterans Benefits Planning

    Idaho Elder Law - Veterans Benefits Planning
    A veteran must first meet certain wartime service and discharge requirements before being considered for any type of pension benefit. Additionally, a surviving spouse must meet certain marriage requirements to the qualified veteran.
  • Mar 26

    Idaho Estate Planning - Mistakes to Avoid in Planning for Retirement

    Idaho Estate Planning - Mistakes to Avoid in Planning for Retirement
    Experts say that the right retirement plan involves timing and opportunity. But nobody’s perfect. We all are apt to make a mistake, but we can usually make things right.
  • Mar 25

    Idaho Estate Planning - Many Benefits of Charitable Giving

    Idaho Estate Planning - Many Benefits of Charitable Giving
    There a few factors that come into play when creating a giving plan. Donors need to consider the pros and cons tax-wise of donating various types of property—and also the manner and timing of the gift.
Rank this Week: 702

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 28

    Plaintiffs oppose the instant motion..cont

    Plaintiffs oppose the instant motion..cont
    The proponent of a motion for summary judgment carries the initial burden of tendering sufficient admissible evidence to demonstrate the absence of a material issue of fact as a matter of law. There is no requirement that the proof for said…
  • Mar 27

    Plaintiffs oppose the instant motion

    Plaintiffs oppose the instant motion
    A Bronx Estate Litigation Lawyer said that, defendant moves seeking an Order granting him summary judgment over and against plaintiffs. Defendant avers that to the extent that plaintiffs did not sustain serious injuries, as defined by the…
  • Mar 26

    XX Bronx Park South, Bronx

    XX Bronx Park South, Bronx
    This is a personal injury action in which plaintiff alleges that he slipped and fell on the front steps of his apartment building, which is designated as XX Bronx Park South, Bronx, New York (the "building"). The building is owned and…
Rank this Week: 712

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: 719

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Mar 23

    How Does Weekend Jail Time Work in Virginia?

    How Does Weekend Jail Time Work in Virginia?
    Weekend jail time is a program that is administered by each jail depending upon its own rules and policies, so this is an issue that you definitely need to have a local defense lawyer on your side for.  I’m very familiar with the…
  • Mar 19

    Andrew is Drunk….According to the Preliminary Breath Test

    Andrew is Drunk….According to the Preliminary Breath Test
    Here is why you should refuse all roadside tests in Virginia. If you have been charged with DUI/DWI contact me today so I can see how I can help you. © marketing for Andrew Flusche, 2015. | Permalink | No comment | Add to del.icio.us…
  • Mar 13

    Does Walking Away Count as Eluding?

    Does Walking Away Count as Eluding?
    The idea behind that statute is for people who may pull their vehicle over and then run on foot. They need a way to try to catch those people and charge them with something. But there are other ways that you could be eluding the police too.…
Rank this Week: 725

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: 741

Iowa Law Blog

Iowa Law Blog

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

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

    Interactive Process in Action

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

    Thinking about selling For Sale By Owner?

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

    Grandparent and Great-Grandparent Visitation

    Grandparent and Great-Grandparent Visitation
    I am frequently asked about grandparent and/or great-grandparent visitation.  Iowa Code Section 600C.1 discusses the circumstances in which a grandparent and/or great-grandparent may petition the court for visitation with a grandchild…
Rank this Week: 757

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: 825

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/
  • 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…
  • 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…
Rank this Week: 888

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/
  • Mar 26

    Can a Gun Trust have an FFL?

    Can a Gun Trust have an FFL?
    We often get asked questions about how and if a Gun Trust or another type of trust can own or obtain an FFL or C&R license.  A Trust is not a person under the GCA of 1968 and as such a Trust may not apply for or receive an FFL or…
  • Mar 25

    Hunting with Suppressors in Ohio now legal

    Hunting with Suppressors in Ohio now legal
    On March 23rd, Ohio repealed the prohibition on the use of legally possessed suppressors while hunting.  Ohio has become the 35th state to permit hunters to use legally possessed suppressors while hunting.  IN 2014 Alabama, Florida,…
  • Mar 25

    Invalid Gun Trust

    Invalid Gun Trust
    ATF has a history of approving Form 4 transfers to invalid trusts.  Today,  I received another example of an invalid trust that ATF had already approved a transfer for a suppressor.  As more people are learning about gun trust…
Rank this Week: 920

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: 923

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/
  • Mar 22

    The Importance of Managing Trust Asset

    The Importance of Managing Trust Asset
    A living trust can help provide for both you and your children. Married couples often establish a joint trust to manage their assets during their lifetimes, and when one spouse dies, the other spouse may continue to benefit from the trust. A…
  • Mar 20

    Addressing “Joint” and “Community” Property in Your Estate Plan

    Addressing “Joint” and “Community” Property in Your Estate Plan
    California is a “community property” state. This means any property acquired during a marriage belongs to the spouses equally. In the event of divorce, any community property must be divided between the spouses. Of course, a…
  • Mar 15

    Understanding Reverse Mortgage

    Understanding Reverse Mortgage
    Many elderly persons wish to remain in their own homes, but lack the financial means to do so. One option for such individuals is to take out what is known as a “home equity conversion mortgage,” commonly referred to as a…
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: 972

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: 1003

Lancaster Law Blog

Lancaster Law Blog

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

http://www.lancasterlawblog.com/
  • Mar 24

    Do You Want FHA Approval for Your Condominium?

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

    12-Packs Available Earlier Than Anticipated

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

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

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?
    In the early stages of starting a business, entrepreneurs often face many problems, most of which require time and money to evaluate and resolve. That being said, there are certain investments a business owner can make that will save a lot of…
Rank this Week: 1016

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/
  • Mar 13

    What are the top signs a criminal tax investigation is forthcoming?

    What are the top signs a criminal tax investigation is forthcoming?
    While many people think that a criminal tax situation is something that cannot happen to them unless they had the intent to defraud the government, the truth is that criminal tax charges can be triggered by even a slight misstep. Mistakes on…
  • Mar 12

    More than 100 International Agreements Mean the Risk of Undisclosed Foreign Account Detection is Higher Than Ever

    More than 100 International Agreements Mean the Risk of Undisclosed Foreign Account Detection is Higher Than Ever
    At one point, banking secrecy laws in traditional tax havens were considered to provide ample protections in concealing the identity of the account holder. Wealthy individuals, companies, partnerships and a variety of other entities utilized…
  • Mar 11

    Filing Taxes Each and Every Year is Essential

    Filing Taxes Each and Every Year is Essential
    If you were to ask people about the things that they should do every single year, they are likely to mention visiting the doctor for a physical, taking their car in for preventative maintenance, and maybe even a tradition that the person…
Rank this Week: 1031

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

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

    IRS Drops Penalty Against Marijuana Company For Not Filing Electronically

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

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

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

    Protect Your Assets with a Private Retirement Plan

    Protect Your Assets with a Private Retirement Plan
    The following post was taken from our February 2015 newsletter. Click here to subscribe to our monthly newsletter. Most people will not spend a penny today to put a hurdle between their valuable assets and some currently unknown, but…
Rank this Week: 1045

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: 1087

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: 1088

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: 1108

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: 1109

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: 1134

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/
  • Mar 22

    Medicare Advantage plans: Is the doctor in? Or out?

    Medicare Advantage plans: Is the doctor in? Or out?
    Is the doctor in? Is the doctor out? When it comes to your Medicare Advantage Plan, it can be difficult to know, because the "current" list of participating doctors could be inaccurate, out-of-date or incomplete. Doctors listed as…
  • Mar 17

    Retirement funds: proposed rule would hold all financial advisors to higher standard

    Retirement funds: proposed rule would hold all financial advisors to higher standard
    Saving for retirement is an enormous challenge. So is making your savings last through retirement. We need all the help they can get - and we need our financial advisors in our corner. But, as a recent White House report points out (and you…
  • Mar 16

    New nursing home rating system now in effect; ratings drop

    New nursing home rating system now in effect; ratings drop
    In my October 2014 post I noted that the federal government's Five Star Rating system of nursing home quality was getting an overhaul. The system assigns a facility an overall rating of 1 to 5, where 5 is the best possible score. The system…
Rank this Week: 1199

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: 1200

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 27

    Trusts Are Only for the Rich, Right? Wrong!

    Trusts Are Only for the Rich, Right? Wrong!
    Trusts can be a very helpful estate planning tool no matter what your financial status.
  • Mar 25

    Get the 411 on Roth IRA

    Get the 411 on Roth IRA
    Consider whether a Roth IRA is right for you and seek advice from experienced financial advisors and estate planning attorneys.
  • Mar 23

    Providing for Your Heirs, Regardless of Your Pocketbook Size

    Providing for Your Heirs, Regardless of Your Pocketbook Size
    There are many ways one can pass assets to their children, but you should seek advice and consider all options before finalizing a plan.
Rank this Week: 1234

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: 1268

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 1333

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: 1348

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 27

    Inter Vivos* Giving Benefits Giver

    Inter Vivos* Giving Benefits Giver
    If you are giving while you are living, then you are knowing where it is going.
  • Mar 26

    Perpetual Posting* Pertaining to Perpetuities?

    Perpetual Posting* Pertaining to Perpetuities?
    It appears another state is looking to bag its "Rule Against Perpetuities" limiting the number of years assets may be held in trust. Legislation is awaiting the signature of Mississippi Governor Phil Bryant. The vote in the House…
  • Mar 25

    Medicaid - Providing for the "Community Spouse"

    Medicaid - Providing for the &quot;Community Spouse&quot;
    When one spouse is in a nursing home, he or she is referred to as the "institutional" spouse in Medicaid-speak. The other spouse, the one who remains at home is referred to as the "community" spouse. Naturally, the primary…
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: 1456

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: 1461

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 18

    What is the Difference between a First-Party Special Needs Trust and a Third-Party Special Needs Trust

    What is the Difference between a First-Party Special Needs Trust and a Third-Party Special Needs Trust
    I received an email this week from someone who had a special needs trust for a sibling. She wondered if her sibling could put some of his own assets into a special needs trust that a family member created for him. Special needs trusts are not…
  • Mar 11

    Who May File an Application to Determine Heirship in Texas?

    Who May File an Application to Determine Heirship in Texas?
    When an individual dies without a Will, a procedure called a Determination of Heirship proceeding can be filed establish the deceased individual’s rightful heirs. An application to determine heirship may be filed by any of the following…
  • 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…
Rank this Week: 1466