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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Dec 9

    Case Summary on Estate Property in Foreign Jurisdiction

    Case Summary on Estate Property in Foreign Jurisdiction
    ANCILLARY PROBATE: Local court has no jurisdiction over estate property remitted from foreign jurisdiction. The decedent resided abroad for many decades but never relinquished U.S. citizenship. After her death in London, England, where she…
  • Dec 9

    Estate Planning After Divorce and Remarriage

    Estate Planning After Divorce and Remarriage
    During the challenges of divorce and the excitement of remarriage, you must remember to keep track of some nonromantic realities. After your divorce, it will be important to write a new will, even if you intend to leave inheritances to...
  • Dec 9

    A New App That Ages Your Face

    A New App That Ages Your Face
    Do you want to see how you will look when you are old? AgingBooth is a new app that uses your pictures and instantly ages your face. This face aging machine can be downloaded to your iPhone or iPod Touch...
Rank this Week: 33

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: 79

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

Covers estate, guardianship, probate and trust litigation. By Law Offices of Adrian Philip Thomas.

http://www.florida-probate-lawyer.com/probate
  • Dec 6

    Trustee’s Duty to Inform and Account

    Trustee’s Duty to Inform and Account
    A Trustee’s Duty to Inform and Account Under the Florida Law The essence of the trustee’s existence is to keep a trust’s beneficiaries adequately informed.  Florida probate practitioners, trust lawyers, and estate…
  • Nov 18

    Attorney-Client Privilege in Probate Litigation

    Attorney-Client Privilege in Probate Litigation
    Death, Lawyers, and Loose Lips:  Third District Court of Appeals Clarifies Distinction Between Ethical duty of Confidentiality from Evidentiary Privilege The attorney client privilege dates back to the English Common Law of the late…
  • Jun 24

    Corya and Woodward

    Corya and Woodward
    LIMITATIONS ON PROCEEDINGS AGAINST TRUSTEES:  CORYA, WOODWARD AND FLA. STAT. §736.1008 The Florida Trust Code contains a section titled “limitations on proceedings against trustees” that is a limitation of actions and…
Rank this Week: 238

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Jul 13

    Two Swiss Banks Disclose Accounts to Avoid Prosecution

    Two Swiss Banks Disclose Accounts to Avoid Prosecution
    On June 19, two Swiss banks agreed to pay penalties totaling nearly $6 million in order to avoid prosecution under the Department of Justice’s program which requires Swiss firms to disclose how they helped their American clients avoid…
  • Jul 7

    Mexican National Files Third Complaint for Vegas Slot Winnings Tax Refund

    Mexican National Files Third Complaint for Vegas Slot Winnings Tax Refund
    On June 19, Enrique Free Pacheco filed his third complaint for a refund of taxes withheld from the winnings he earned by playing the slots in Las Vegas. This complaint is Pacheco’s third, following lawsuits filed in the US Court of…
  • Jun 18

    Japan to Institute “Exit Tax” Along US, Canadian Line

    Japan to Institute “Exit Tax” Along US, Canadian Line
    Starting July 1 of this year, Japan will impose an “Exit Tax” on both Japanese nationals and non-nationals who expatriate. The tax is based on those instituted by both the US and Canada. The US system, which is itself modelled on…
Rank this Week: 155

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: 306

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Dec 9

    SPECIAL NEEDS TRUST PLANNING

    SPECIAL NEEDS TRUST PLANNING
    Families with a special needs child/adult need more estate planning than families without. A Special Needs Trust (SNT) can play an important role in helping families plan. Issues to consider: Preserve public benefits while enhancing your…
  • Dec 5

    2016 YEAR END ESTATE PLANNING THOUGHTS

    2016 YEAR END ESTATE PLANNING THOUGHTS
    With December 31, 2016, right around the corner, it is important to look at your year end personal tax and estate planning situation. With a Trump administration and a Republican-controlled Congress, much attention has been paid to the tax…
  • Nov 29

    Under the Internal Revenue Service (IRS)…

    Under the Internal Revenue Service (IRS) rules, the service has a three (3) year statute of limitations after the filing of IRS Form 709 to assess gift taxes on a gift, so long as the gift is adequately disclosed on the return. If a gift is…
Rank this Week: 1888

Kentucky Estate, Probate and Tax…

Kentucky Estate, Probate and Tax Law Blog

Covers estate planning and tax law. By English, Lucas, Priest & Owsley LLP.

http://www.mykentuckyestateattorney.com/
  • Dec 9

    How to give money without getting a tax headache: Part 1

    How to give money without getting a tax headache: Part 1
    By Nathan Vinson, Attorney English, Lucas, Priest and Owsley, LLP It’s a generous time of year. There are donations making their way to non-profits, and checks being written in lieu of gifts to family members. If you prefer to give…
  • Nov 22

    Business owners need a solid succession plan for the future

    Business owners need a solid succession plan for the future
    By Nathan Vinson, Attorney English, Lucas, Priest and Owsley Owning a business is the American dream for many. It’s building something from your own hands that you’ve shaped and created. It’s long hours, and a labor of love…
  • Oct 20

    What to do if you don’t agree with your property tax amount

    What to do if you don’t agree with your property tax amount
    By Nathan Vinson, Attorney English, Lucas, Priest and Owsley, LLP Everyone who owns a home gets a bill from their local municipality for property taxes. It’s not a surprise that it’s coming. Most of us sigh, write the check (or…
Rank this Week: 1904

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/
Rank this Week: 4827

Long Island Special Needs Law Blog

Long Island Special Needs Law Blog

Covers estate planning and special needs trusts. By Ellen A. Victor.

http://longislandspecialneedslawyer.com
  • Dec 9

    Special Needs Trust Fairness Act passes!

    Special Needs Trust Fairness Act passes!
    Forming a first party Special Needs Trust has, up until now, required a parent, grandparent or a guardian to establish the trust. When the original law allowing First Party Special Needs Trusts was passed, it did not contemplate that many…
  • Sep 30

    Conference on Housing for the Mentally Ill October 7, 2016

    Conference on Housing for the Mentally Ill October 7, 2016
    Housing is one of the most difficult problems for any person with special needs, whether developmentally disabled or suffering with mental illness. A conference addressing the housing crisis for those with psychiatric disabilities is being…
  • Jun 12

    Feeling Guilty Over Causing My Child’s Disability

    Feeling Guilty Over Causing My Child’s Disability
    Recently, I was reading this review of Toni Braxton’s new memoir, and the reviewer appeared shocked that Ms. Braxton attributed her son’s autism to God’s payback for a prior abortion. I don’t want to get into a…
Rank this Week: 4517

CEB blog

CEB blog

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

http://blog.ceb.com
  • Dec 9

    4 Considerations for Child Custody Evaluation

    4 Considerations for Child Custody Evaluation
    When the parties can’t come to an agreement, a child custody evaluation by a mental health professional can help judges by giving an assessment of the family, each parent’s capacity to parent, and the children’s needs and…
  • Dec 7

    Service of Process via Twitter?

    Service of Process via Twitter?
    For a judgment to be entitled to full faith and credit, the defendant must be served in a way that’s reasonably calculated to give actual notice of the proceedings and an opportunity to be heard. Milliken v Meyer (1940) 311 US 457, 463.…
  • Dec 5

    Where to Start on Response to an Administrative Action

    Where to Start on Response to an Administrative Action
    Your client is the subject of an agency investigation, accusation, or statement of issues on a license, benefit, or other matter. The timeline for filing your response is typically short, so you’ll have to move fast. Here are the first…
Rank this Week: 2556

Death Care Law Blog

Death Care Law Blog

Covers laws relating to pre-need and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By William Stalter.

http://www.deathcarelaw.com/
  • Dec 9

    Missouri Preneed Seller Records: Format of Record

    Missouri Preneed Seller Records: Format of Record
    The next section of the Missouri preneed records rule provides the funeral home latitude to maintain records in either a hard paper copy or an electronic format, but so long as the records are provided to the State Board in a timely manner:…
  • Dec 8

    Missouri Preneed Seller Records: Communication

    Missouri Preneed Seller Records: Communication
    Missouri’s preneed seller records proposal would require preneed sellers to retain all communications that relate to their preneed contracts: Any written (including electronic) communications between the seller and any preneed agent,…
  • Dec 6

    Missouri Preneed Seller Records: Existing Insurance Policie

    Missouri Preneed Seller Records: Existing Insurance Policie
    We anticipate that the following section of the Missouri record keeping proposal is directed at the situation where consumers assign an existing insurance policy to the funeral home: All information obtained or possessed by the seller related…
Rank this Week: 1259

Estate Planning Blog

Estate Planning Blog

Covering estate planning, elder law, special needs planning, and veteran's benefits in Virginia. By Hook Law Center.

http://www.hooklawcenter.com/blog/
  • Dec 9

    Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed

    Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
    This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses. The hearings on the proposed regulations (the “2704 Regulations”) were held this month, and…
  • Dec 2

    Decanting an Irrevocable Trust to Protect Public Benefit Eligibility

    Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
    Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs. Estate planners who are unfamiliar with public benefits may unintentionally create plans that can wreck a beneficiary’s…
  • Nov 28

    ‘Tis the Season…for hospital admissions and long-term are planning!

    ‘Tis the Season…for hospital admissions and long-term are planning!
    Author: Stephanie Washington Co-Author: Letha Sgritta-McDowell During the holidays, it is not uncommon for emergency rooms to see an increase in visits by the elderly population. As we know, the elderly are more susceptible to catching…
Rank this Week: 1591

Fisher Law Blog

Fisher Law Blog

Covers estate planning and business succession. By Randall Fisher.

http://thefisherlawoffice.wordpress.com
  • Dec 9

    Maryland’s Charging Order: How good is it?

    Maryland’s Charging Order: How good is it?
    I know I’m late posting this. But, as the song says, Hey, it’s Christmas time, and I wanna be Santa Claus. When we last met, we were discussing charging orders and favorable states. After discussing South Dakota and Delaware,…
  • Nov 23

    South Dakota Charging Order: How Do They Rate?

    South Dakota Charging Order: How Do They Rate?
    When we started this set of articles, I thought it good if we looked at the charging order, what it does and, because LLC laws are set at the state level, look at how charging orders change between states. We … Continue reading →
  • Nov 16

    Delaware Charging Orders: How Do They Rate?

    Delaware Charging Orders: How Do They Rate?
    We started looking at various states for asset protection, specifically looking at what is called a “Charging Order.” Creditor’s rights laws against companies vary by state. Some are more friendly, others are not.…
Rank this Week: 3819

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/
  • Dec 9

    Financial elder abuse is on the rise

    Financial elder abuse is on the rise
    To those of us who work with seniors and their legal documents every day, this headline is hardly a surprise. I agree with the author of the article, though, that the general public is not aware of just how prevalent elder financial abuse…
  • Dec 7

    Top 10 Christmas gifts for lawyers - 2016 edition

    Top 10 Christmas gifts for lawyers - 2016 edition
    Christmas wouldn't be complete without my annual list of fun gifts for your favourite lawyer. I've always aimed this list at my fellow wills and estates lawyers but this year I've decided to widen the net. This year's list contains goodies…
  • Dec 2

    Forget coffins! This company will swirl you into beautiful glass creations when you die

    Forget coffins! This company will swirl you into beautiful glass creations when you die
    The funeral industry has come a long way and it seems to come up with more and more innovative ideas. The newest fad is have a spoonful of your cremated ashes added to a glass mixture that is swirled into a lovely, individual glass orb. Each…
Rank this Week: 5001

Elder Counsel Blog

Elder Counsel Blog

Provides education and tools for Elder Law and Special Needs Attorneys.

http://www.eldercounsel.com/blog/
Rank this Week: 4969

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog
  • Dec 8

    How to probate when a husband and wife die a year a part

    How to probate when a husband and wife die a year a part
    I had a really interesting fact pattern today that I wanted to share. I got the perspective client’s permission to share but, of course, names are changed for privacy. Sadly Gina’s mom, Molly, died in December of 2015 and her dad,…
  • Nov 15

    The California probate process speech

    The California probate process speech
    I feel thankful that NBI and other organizations consistently ask me to come talk about estate and probate law.  Yesterday I had the pleasure of speaking for almost two hours on probate law to a group of attorneys and paralegals. My…
  • Oct 26

    Probate book for your KINDLE – download it now!

    Probate book for your KINDLE – download it now!
    As my avid readers know I was excited to release a book about the California probate process a couple months back. In all honesty sales have been better than expected. It took a while to get the Kindle format working but it should be up and…
Rank this Week: 2800

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.czepigalaw.com/blog/
  • Dec 8

    3 Excuses for Skipping Life Insurance (And Why They Don’t Hold Up)

    3 Excuses for Skipping Life Insurance (And Why They Don’t Hold Up)
    We spend our lives doing everything we can to provide for our loved ones. We work hard to make sure they have the material, emotional, and financial resources they need to feel secure and cared for. We do whatever we can to help them achieve…
  • Dec 2

    Trump Presidency and Taxes: What’s Next?

    Trump Presidency and Taxes: What’s Next?
    By Paul T. Czepiga Wow.  What a difference a few weeks can make. Donald Trump’s election to the Presidency has all those political pundits, talking heads, and pollsters re-examining the old shiboleths and trying to be…
  • Dec 2

    5 Home Modification Tips for Easier Accessibility

    5 Home Modification Tips for Easier Accessibility
    By Tom Denikin, dadknowsdiy.com The term “nesting” is in reference mostly to pregnant women who have an instinct to prepare their home for the arrival of their little bundle. But anyone who needs a home makeover can experience…
Rank this Week: 1549

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Dec 8

    January 1st Marks Beginning of Phase Out for New Jersey Estate Tax

    January 1st Marks Beginning of Phase Out for New Jersey Estate Tax
    The New Jersey estate tax was a hot topic this last year with New Jersey legislators primarily because of increased concerns about individuals approaching retirement and beyond who were leaving the state in order to avoid having a significant…
  • Dec 1

    What You Need to Know About Incompetency and Challenging a Will

    What You Need to Know About Incompetency and Challenging a Will
    Did you know that any will can be contested? An heir or beneficiary can bring forward an official legal challenge to contest a will. What is important before putting together your will is to understand the why and the how of all will…
  • Nov 24

    What You Should Know About Estate Planning and a President-Elect Trump

    What You Should Know About Estate Planning and a President-Elect Trump
    Now that Donald Trump has officially secured the presidency in the United States, it’s important to think about his proposed tax plan and what this would actually translate to for Americans. One of the most important things to…
Rank this Week: 4640

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/
  • Dec 8

    Medicare announces 2017 premiums, deductible

    Medicare announces 2017 premiums, deductible
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
  • Nov 27

    What can clients expect following the 2016 election?

    What can clients expect following the 2016 election?
    The most contentious election in recent memory is over. Whatever your opinion of the results (and I'd venture to say the typical reader has a very strong opinion), my job is to analyze the impact of a Trump presidency on the issues of…
  • Nov 15

    Financial Elder Abuse: The perfect storm of Sumner Redstone

    Financial Elder Abuse: The perfect storm of Sumner Redstone
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
Rank this Week: 4428

New Jersey Lawyers Blog

New Jersey Lawyers Blog

Covers New Jersey business, labor and employment, estate planning and consumer law. By McLaughlin & Nardi, LLC.

http://www.newjerseylawyersblog.com/
  • Dec 8

    Solid Waste Registration

    Solid Waste Registration
    Businesses wishing to transport solid waste in New Jersey are required to strictly comply with the registration process governed by the New Jersey Department of Environmental Protection.  Our attorneys help solid waste haulers in…
  • Dec 6

    Issues Faced by New Jersey Solid Waste Hauler

    Issues Faced by New Jersey Solid Waste Hauler
    The transportation and disposal of solid waste in New Jersey is a heavily regulated industry.  The statutory and regulatory framework of New Jersey sold waste law is complex.  Attorneys from our firm have significant experience…
  • Dec 3

    New Jersey’s Civil Service Appeal

    New Jersey’s Civil Service Appeal
    Our employment law attorneys represent government employees in New Jersey Civil Service appeals. One of the most criticized but least understood areas of New Jersey employment law is the Civil Service System.  Employers complain that New…
Rank this Week: 3494

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

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

http://www.newyorkestateplanninglawyerblog.com/
  • Dec 8

    The Charitable Estate: Lifetime Giving

    The Charitable Estate: Lifetime Giving
    Giving to charity is an important aspect of many estates. Those wishing to give gifts in a tax efficient manner should consider the positives and negatives of certain types of gifts. Many people who are wishing to help reduce estate taxes…
  • Dec 6

    The Charitable Estate: Qualified Funds While During Your Lifetime

    The Charitable Estate: Qualified Funds While During Your Lifetime
    Charitable contributions and gifts make up a large aspect of many estates. As with everything, there is a right way to give and a wrong way to give. Planning can help ensure that your gift is properly funded and distributed according to your…
  • Dec 3

    Tax Identification Numbers For Trust

    Tax Identification Numbers For Trust
    Trusts are common estate planning tools in which a person can transfer ownership of assets to the trust. While this person is alive, they retain control over the assets in their life. Upon their death, the assets are distributed to the…
Rank this Week: 4973

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 4150

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

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

http://marshallelder.blogspot.com/
Rank this Week: 4636

Law Office of Andrew M. Lamkin,…

Law Office of Andrew M. Lamkin, P.C. Blog

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Dec 8

    Essential Questions to Ask During Estate Planning for Blended Familie

    Essential Questions to Ask During Estate Planning for Blended Familie
    Experienced Attorney Helping Blended Families with Estate Planning in New York Blended families are quite common. Whether you are divorced and remarried, or you are a widower with a new family, it is important to understand how estate…
  • Dec 1

    Should You Implement a No-Contest Clause in Your Will?

    Should You Implement a No-Contest Clause in Your Will?
    Estate Planning Attorney Explains the No-Contest Clause in Wills per New York Laws If you think that your beneficiaries will argue about your will, or that they may contest your will in court, there are ways to prevent disagreements among…
  • Nov 28

    Succession Ideas and Solutions for Family Farm

    Succession Ideas and Solutions for Family Farm
    Local Attorneys Helping Long Island Family Farmers with Estate Planning New York is no stranger to family farms. In fact, there are plenty. Whether you own a large commercial farm or a small family range, it is important that you protect it.…
Rank this Week: 1461

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Dec 7

    Another Great Review for Probate Lawyer Brian Spiro

    Another Great Review for Probate Lawyer Brian Spiro
    From a client: Dear Brian, Your tenacity, patience, intellect and thoughtfulness are truly appreciated. You turned the underdog into top dog!  We both thank you and know that you are at the beginning of a very successful career!…
  • Dec 6

    Is An Assisted Living Facility Responsible When Employees Coerce Residents Into Making “Gifts”?

    Is An Assisted Living Facility Responsible When Employees Coerce Residents Into Making “Gifts”?
    Elderly individuals move to Florida at a higher rate than anywhere else.  As a result, predatory individuals such as caregivers, aids, and others prey on the elderly or infirmed.  The predatory actions frequently result in changes…
  • Nov 22

    Are Pre-Death Accountings Available in Breach Action Against Trustee When Trust Was Revocable?

    Are Pre-Death Accountings Available in Breach Action Against Trustee When Trust Was Revocable?
    In Hilgendorf v. Estate of Coleman, the Court held that absent any claim of breach of fiduciary duty in carrying out the terms of the trust, there is no duty to account to a contingent beneficiary during the lifetime of the settlor while the…
Rank this Week: 1422

Ask Liza: Nolo's Estate Planning…

Ask Liza: Nolo's Estate Planning Blog

Covers estate planning and wills. By Liza Weiman Hanks.

http://blog.nolo.com/estateplanning/
  • Dec 7

    My Aunt Left Me a House, is Probate Required?

    My Aunt Left Me a House, is Probate Required?
    Dear Liza: My relative passed away and I am the only surviving close relative.  She left a will that listed me as the beneficiary of her real property.  Her only assets were a small house tax value, $37,500 and 2 joint bank…
  • Nov 23

    Do I Need a Tax Identification Number for a Trust After My Mom’s Death?

    Do I Need a Tax Identification Number for a Trust After My Mom’s Death?
    Dear Liza:  I’m an executor of a trust and was added as co-trustee on the trust while my mom was alive.  She is now at peace with dad. Can I now just distribute the funds per the trust without changing the trust first to…
  • Oct 19

    Can I Put My House Into a Living Trust if There’s a Mortgage?

    Can I Put My House Into a Living Trust if There’s a Mortgage?
    Dear Liza: Can real estate that still has a mortgage on it be placed in a trust? Yes, you can place real property with a mortgage into a revocable living trust. That is, in fact, quite common. Most people, after all, don’t own…
Rank this Week: 1096

Sanders Law Firm Blog

Sanders Law Firm Blog

Covers North Carolina law.

http://www.kirksanderslaw.com/blog
  • Dec 7

    Twin-City Slice Restaurant Opens Downtown Winston-Salem

    Twin-City Slice Restaurant Opens Downtown Winston-Salem
    Tags: NC Restaurant AttorneyA by-the-slice pizza joint just opened in Downtown Winston-Salem in December of 2016. Twin-City Slice opened at the former Kabob's on the 200 block of West Fourth Street. For more…
  • Nov 15

    Estoppel Effect in Estate Litigation

    Estoppel Effect in Estate Litigation
    Tags: estoppel effect in estate litigationIf you are in a situation where you question whether the estate was administered properly by the personal representative (executor or administrator) or whether the last will and testament was…
  • Nov 15

    Preventing Estate Litigation

    Preventing Estate Litigation
    Tags: Preventing estate litigationOne way to prevent estate litigation is to discuss it with your heirs.  Sure, it's none of their business, if you want it to be that way. However, believe me when I say that I've seen heirs fight…
Rank this Week: 3009

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • Dec 7

    Who is Responsible for the Debts of My Parents When They are Gone?

    Who is Responsible for the Debts of My Parents When They are Gone?
     This is an article from the law firm of Horn & Johnsen SC (http://hornjohnsen.com/) in Madison, Wisconsin, that we thought others may find helpful. Over the years, I have received many questions from clients and others regarding…
  • Nov 30

    Financial Planning After the Wedding

    Financial Planning After the Wedding
    This is an article from the law office of Anderson, Dorn & Rader, Ltd. (http://www.wealth-counselors.com/) in Reno, Nevada, that we thought others may find helpful. Weddings are very memorable events – full of anticipation and lots…
  • Nov 30

    Four Ways Your Property Transfers After You Die

    Four Ways Your Property Transfers After You Die
    This is an article from the Law Offices of Cheryl David (http://www.cheryldavid.com/) in Greensboro, North Carolina, that we thought others may find helpful. When most people think about estate planning, what they think about is transferring…
Rank this Week: 2520

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/
  • Dec 7

    The Cost of Long Term Care Continues To Rise

    The Cost of Long Term Care Continues To Rise
    What many of our clients do not realize is that long-term health care is expensive, and will only get more expensive with time.  Many people are shocked when they learn about the actual costs of long-term health and feel helpless because…
  • Dec 7

    Homestead Protection In Florida

    Homestead Protection In Florida
    Florida’s homestead protections are renown throughout the country for the great homestead protection laws that protect state residents.  These laws are found in Florida’s Constitution and offer key protection in three…
  • Dec 1

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?
    One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. The revocable trust is also known as a living trust.  A revocable trust has many benefits including the ability to…
Rank this Week: 1170

Murphy's Law Blog

Murphy's Law Blog

Covers elder law, estate planning and probate. By Noreen Murphy.

http://www.noreenmurphylaw.com/blog/
  • Dec 7

    Key Tips to Help Maximize the Value of Parental Assets as They Age

    Key Tips to Help Maximize the Value of Parental Assets as They Age
    There may come a time when your parents turn to you as the adult child and request your assistance in helping them put together their estate plan or manage their assets appropriately. This is a worthwhile concern as you or other beneficiaries…
  • Dec 1

    AG Healey Announces Program to Provide Legal Assistance to Veteran

    AG Healey Announces Program to Provide Legal Assistance to Veteran
    Program to Fund Legal Aid Groups and Nonprofits Focused on Helping Massachusetts Veterans To learn more about this program, the original article can be found here:…
  • Nov 23

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan
    Most people getting together with their family for the holiday this next week will enjoy sitting around the table and discussing what has happened in the previous year. As you approach putting together your holiday newsletter as well, this is…
Rank this Week: 3606

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 6

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?
    A power of attorney is a commonly used legal document, often included in a comprehensive estate plan. When used properly, a power of attorney, or POA, can be a beneficial addition to your estate plan. Unfortunately, people often execute a POA…
  • Nov 29

    Can I Stay in My Home If I Get Sick?

    Can I Stay in My Home If I Get Sick?
    Despite some amazing advances in science and medicine over the past century, a way to stop the natural aging process has yet to be discovered. This means that all of us will eventually succumb to the physical and mental signs of aging. As a…
  • Nov 22

    How Much Does Guardianship Cost in Texas?

    How Much Does Guardianship Cost in Texas?
    If you have a parent, or other elderly loved one, who has reached the point where you are concerned that he or she cannot safely live alone and/or make important decisions without assistance it may be time for you to consider petitioning to…
Rank this Week: 2535

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Dec 6

    Portability and Second Marriage

    Portability and Second Marriage
    by Matthew M. Shafae and Justin M. Kennedy, Attorneys Law Office of Roy W. Litherland A lot of estate planning hypothetical situations involve the spouse dying, and the survivor getting hitched with some nefarious predator who is only after…
  • Nov 21

    Join Us for Our Last Two Free Living Trust Seminars of 2016

    Join Us for Our Last Two Free Living Trust Seminars of 2016
    If you do not have an estate plan – or if your estate plan consists only of a basic will – you may not be adequately protecting your family against probate and estate taxes. Without proper planning, your family could lose a large…
  • Nov 9

    Keeping it Safe on the Road (An Elder Law Today Blog)

    Keeping it Safe on the Road (An Elder Law Today Blog)
    Most people agree that driving is one of the keys to independence. However, new driving challenges arise as you age. Arthritis can make flexing and twisting painful and weakened muscles make it harder to grip. Aging also affects vision,…
Rank this Week: 2532

Tennessee Estate Law Blog

Tennessee Estate Law Blog

Covers estate planing law. By The Higgins Firm.

http://www.tennesseeestatelawblog.com/
  • Dec 6

    The Holidays are a Great Time to Get Your Estate Plan in Order

    The Holidays are a Great Time to Get Your Estate Plan in Order
    Are you one of the 55% of American adults who do not have a Last Will and Testament in place? Or did you prepare yours years ago and need to revisit your estate plan? If so, the holidays can be a great time to get your affairs in order. The…
  • Nov 11

    How Do I Protect Copyrights Through Estate Planning?

    How Do I Protect Copyrights Through Estate Planning?
    A Last Will and Testament is, of course, important to make sure that, after you pass away, your assets are distributed according to your wishes. But an important and often overlooked element of a proper estate plan is identifying those…
  • Oct 27

    Do I Need an Estate Planning Review by a Tennessee Attorney?

    Do I Need an Estate Planning Review by a Tennessee Attorney?
    Often a client seeking to have a will prepared will think they are distributing their assets equally among their children, for example, only to learn after a thorough estate planning review, that is not the case. Your will may prescribe that…
Rank this Week: 2267

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/
  • Dec 6

    IP Law Basics Part 4 – Copyright

    IP Law Basics Part 4 – Copyright
    This is the final installment of a four-part series on the basics of intellectual property law. The goal of this series is to provide individuals and business owners with a primer on the different types of intellectual property in the United…
  • Dec 2

    IP Law Basics Part 3 – Trademark

    IP Law Basics Part 3 – Trademark
    This is part three of a four-part series on the basics of intellectual property law. The goal of this series is to provide individuals and business owners with a primer on the different types of intellectual property in the United States,…
  • Nov 30

    IP Law Basics Part 2 – Patents and Trade Secret

    IP Law Basics Part 2 – Patents and Trade Secret
    This is part two of a four-part series on the basics of intellectual property law. The goal of this series is to provide individuals and business owners with a primer on the different types of intellectual property in the United States,…
Rank this Week: 3947

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
Rank this Week: 3444

Northern Kentucky Lawyer Blog

Northern Kentucky Lawyer Blog

Covers personal injury and accidents, DUI, criminal defense, bank side bankruptcy cases, creditors' rights, divorce and family custody, and estate planning. By Fessler Schneider & Grimme.

http://www.fsgattorneys.com/blog
  • Dec 6

    FESSLER, SCHNEIDER, & GRIMME FAMILY ISSUE ATTORNEYS IN NORTHERN KENTUCKY

    FESSLER, SCHNEIDER, &amp; GRIMME FAMILY ISSUE ATTORNEYS IN NORTHERN KENTUCKY
    It is quickly becoming the holiday season with more parties and events than anyone can attend.  In fact, the surface of our lives begins to look like a whirlwind of fun and activity.  Potentially, this whirlwind is a cover for…
  • Nov 14

    DUI Attorneys in Northern Kentucky

    DUI Attorneys in Northern Kentucky
    The party was fun and you drank more than you intended.   You drove and were stopped for DWI or DUI.  You should not attempt to defend yourself.  The legal ramifications extend beyond a fine and drivers’ education…
  • Oct 27

    Personal Injury Attorneys Covering You

    Personal Injury Attorneys Covering You
    Accidents don’t happen in convenient locations.  Yet your rights are conveniently  available wherever your accident takes place.  You are a Kentucky resident on a trip to Wisconsin.  The horrible happens– a…
Rank this Week: 2527

Estate Planning Blog

Estate Planning Blog

Provides estate planning thoughts, news and planning ideas. By Gilfix & La Poll Associates LLP.

http://www.gilfix.com/blog/
  • Dec 5

    Michael Gilfix, National Experts Form Trump Policy Analysis Group

    Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with…
  • Nov 30

    Three mistakes parents of special needs children should avoid

    Three mistakes parents of special needs children should avoid
    Parents of special needs children hope to provide their offspring with financial security and the care they need. However, even with the best of intentions they risk making mistakes that could have costly, long-term consequences for their…
  • Nov 28

    National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Service

    National Gilfix &amp; La Poll Article on Multigeneration Strategies and &ldquo;New Economy&rdquo; Service
    At Gilfix & La Poll, we take pride in innovating new ways to serve our estate planning clients. We recently published an article in Estate Planning magazine covering two ways in which we build beneficial relationships with our clients…
Rank this Week: 1740

Estate Planning Blog

Estate Planning Blog

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

http://www.sbshlaw.com/blog
  • Dec 5

    Things To Be Grateful For

    Things To Be Grateful For
    I wish you and yours a Happy Thanksgiving and thank you very much for following my column over the 15 years that I’ve been writing it. In the spirit of this week’s holiday, allow me to list some of the things that I am grateful…
  • Nov 28

    Jeopardizing Creditor Proof Life Insurance

    Jeopardizing Creditor Proof Life Insurance
    Under Florida law, life insurance is exempt from the claims of creditors. The exemption is rooted in public policy in the sense that when a person dies and leaves behind life insurance, that insurance is supposed to take care of a spouse and…
  • Nov 18

    Estate Planning Attorneys Say ‘No’ Too Much

    Estate Planning Attorneys Say ‘No’ Too Much
    Remember when your kids were little and one of the first words they learned to say after “Mama” or “Dada” was an emphatic “NO!” As a toddler my daughter Gabrielle would march around our home pointing at her…
Rank this Week: 4953

Odgers Law Group Blog

Odgers Law Group Blog

Covers California business and estate planning law.

https://odgerslawgroup.com/blog/
  • Dec 5

    What Can Outsourced Legal Counsel Do for a Small Business Owner?

    What Can Outsourced Legal Counsel Do for a Small Business Owner?
    If you run your own small business, you already realize the importance of legal advice in handling your daily operations. Of course, not all your activities will require this sort of assistance. Any business owner with half a brain can fill…
  • Dec 3

    Estate Planning Checklist: 21 Incredibly Simple Step

    Estate Planning Checklist: 21 Incredibly Simple Step
    Our 21 Step Estate Planning Checklist will ensure that your health care and financial decisions will be carried out during incapacity and after death. Estate planning can be overwhelming at first glance. That is why we have created a…
  • Nov 28

    What is a Living Will?

    What is a Living Will?
    What is a Living Will? A living will is a legally binding document that outlines what you want for your own care, thereby preventing some painful debates between family members concerned about your well-being. It also designates an individual…
Rank this Week: 1729

Michigan Estate Planning

Michigan Estate Planning

Covers estate planning issues for consumers. Published by Andy Richards of Smith Bovill P.C.

http://michiganestateplanning.blogspot.com/
  • Dec 5

    Should your Children have an Estate Plan

    Should your Children have an Estate Plan
    Occasionally, during an Estate Planning conference with clients, this question comes up.  As an Estate Planning lawyer, I should probably be more pro-active about suggesting this topic.  As a professional, however, I always feel…
  • Nov 17

    Welcome Clarification on Family Transfers of Residential Real Property and “Uncapping”

    Welcome Clarification on Family Transfers of Residential Real Property and “Uncapping”
    The new law now provides that transfers of property into and out of a trust, and via an estate, to these family members, are exempt, in addition to direct transfers.Beginning December 31, there is yet another beneficial new exception to…
  • Mar 9

    Should You have a “Ladybird” Deed?

    Should You have a “Ladybird” Deed?
    Twenty-five years ago, I was covering for an astute, senior partner at my first law firm employment. I got a call from the title company questioning a deed he had drafted. His proposed form of conveyance purported to convey all but a "life…
Rank this Week: 4100

Rogers, Sheffield & Campbell, LLP…

Rogers, Sheffield & Campbell, LLP News & Commentary

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

http://rogerssheffield.com/news-and-commentary
  • Dec 5

    Rogers, Sheffield & Campbell, LLP Files Suit Against City of Santa Barbara Over Vacation Rental Ban

    Rogers, Sheffield &amp; Campbell, LLP Files Suit Against City of Santa Barbara Over Vacation Rental Ban
    Rogers, Sheffield & Campbell, LLP Files Suit Against City of Santa Barbara Theo Kracke On November 30, 2016, Travis C. Logue and Jason W. Wansor, attorneys for the Santa Barbara law firm of Rogers, Sheffield & Campbell, LLP, filed a…
  • Nov 8

    Trust Beneficiaries' Bill of Right

    Trust Beneficiaries' Bill of Right
    One of the advantages of trusts is privacy. Unlike the probate of a will, there is no legal requirement that the trustee file the trust with the local court. However, privacy is also one of the disadvantages of trusts. Unless the Trustee…
  • Oct 25

    The Grantor Retained Annuity Trust

    The Grantor Retained Annuity Trust
    A key goal of what we refer to as “estate planning” is to preserve a legacy for your family.  How can you get as much of your estate as possible into the hands of your beneficiaries?  That means minimizing, if not…
Rank this Week: 1761

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Dec 4

    How Medicaid Treats Life Insurance (Part 1)

    How Medicaid Treats Life Insurance (Part 1)
                    Medicaid requires the applicant to spend down all assets to under $2000 before approving an application for benefits.  The question comes up…
  • Nov 27

    John Hancock Latest to Drop Long Term Care

    John Hancock Latest to Drop Long Term Care
                    Two weeks ago John Hancock, one of the largest providers of long term care insurance announced it is withdrawing from the market.  It will stop…
  • Nov 20

    Home for the Holidays (Part 2)

    Home for the Holidays (Part 2)
                Last week I was talking about changes in loved ones we may notice around holiday time, simply because we may be returning home after some time away.  So what can or…
Rank this Week: 1539

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/
  • Dec 3

    Spousal Social Security Benefit

    Spousal Social Security Benefit
    Social Security provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse. Spouses are entitled to benefits if the marriage lasted at least 10 years. A spouse is entitled to an amount equal to…
  • Nov 23

    Estate Planning for your Eighteen Year Old

    Estate Planning for your Eighteen Year Old
    As she points out in her article titled, Estate Planning for Your Eighteen Year Old: What You Need to do Now May Surprise You, Lauren Keenan Rote points out that becoming an adult comes with certain privacy rights and independence under the…
  • Nov 19

    Remember the Digital Asset

    Remember the Digital Asset
    In his article, Estate Planning 101: Don’t forget the Digital Assets, Eric McWhinnie points out the need to consider intangible property when creating your estate plan. The internet is increasingly becoming the main storage of an…
Rank this Week: 804

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Dec 1

    Trustee-Attorney of a Trust

    Trustee-Attorney of a Trust
    Marin County Civic Center (the courthouse is in here, trust me)An old adage goes that oil and water do not mix. The same could roughly be said of an attorney simultaneously acting as the trustee. While the situation is not expressly…
  • Nov 18

    Notice from a Trustee

    Notice from a Trustee
    When a revocable trust becomes irrevocable, the trustee is required to provide notice of it to beneficiaries and heirs. See Prob C § 16061.7. The notice must inform the recipient that he or she is entitled to a complete copy…
  • Nov 2

    Estate Tax in 2017

    Estate Tax in 2017
    An annual occurrence for the IRS the past couple of falls has been to announce an increase in the estate tax threshold, or the applicable exclusion amount in tax parlance.  When the estate tax was re-instituted a couple of years ago,…
Rank this Week: 3027

Tennessee Attorneys Blog

Tennessee Attorneys Blog

Covers family and injury law, estate planning and medical malpractice. By Martin Heller Potempa & Sheppard, PLLC.

http://www.tennesseeattorneysblog.com/
  • Dec 1

    Prince’s Estate Worth $200 Million

    Prince’s Estate Worth $200 Million
    No will, no tax planning and an estate that will go equally to one sibling and five half siblings. How could someone with so much money and resources to hire a professional let this happen? It is too easy to delay putting a family wealth…
  • Dec 1

    Tennessee Appeals Court Allows Out-of-State Relocation with Child in Custody Dispute

    Tennessee Appeals Court Allows Out-of-State Relocation with Child in Custody Dispute
    Relocation after a divorce can become complicated when children are involved, since one party often loses parenting time as a result of the other’s move.  Most times, the relocating parent will need the court’s approval…
  • Dec 1

    Tennessee Court Holds that Asset Purchased with Entireties Funds Belongs to Surviving Spouse

    Tennessee Court Holds that Asset Purchased with Entireties Funds Belongs to Surviving Spouse
    Probate administration typically includes categorizing assets and property for distribution. Such decisions may lead to disputes among the beneficiaries, as in In re Estate of Fletcher (Tenn. Ct. App. May 23, 2016), appeal granted (Sept.…
Rank this Week: 1696