Estate Planning Blogs - Law Blogs, Legal Blogs Directory & Search Engine

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Texas Tech University School of Law Professor Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/

May 19
Columbia University Asks Court to Exclude White-Only Provision from Trust

Columbia University Asks Court to Exclude White-Only Provision from Trust

Columbia University is seeking to modify the terms of a highly restrictive trust that violates current anti-discrimination laws. Under the terms of the 93-year-old Lydia C. Roberts Graduate Fellowship, money should be given only to “a…
May 19
New Questions Arise After Hong Kong Allows Transsexual Marriage

New Questions Arise After Hong Kong Allows Transsexual Marriage

Following a court ruling allowing for transsexuals to marry in Hong Kong’s New Territories, new questions have arisen concerning inheritance rights, matrimonial rights, and sex offenses. By covering male-to-female transsexuals under the…
May 19
CLE on Beneficiary Designation Problem

CLE on Beneficiary Designation Problem

The American Bar Association Section of Real Property, Trust and Estate Law will sponsor a CLE entitled, When Good Benes Go Bad or Missing Beneficiary Designation Problems with Qualified Plans and IRAs: How to Identify, Avoid and Fix Them,…

Rank this Week: 9

Idaho Estate Planning

Covers estate planning, elder law, veterans benefits and special needs trusts. By Mark E. Wight.

http://idahoestateplanning.typepad.com/idaho_estate_planning/

May 19
Get Out of Bed & Get Better Idaho

Get Out of Bed & Get Better Idaho

We first published this blog in June of 2011. We hope you enjoy it as it is still timely. As we and our loved ones age, we put a lot of effort (and resources) into making sure a hospital bed is available when needed. New research shows that…
May 18
Careers for Boise Idaho Retiree

Careers for Boise Idaho Retiree

This "best of" blog comes from June of 2011. Enjoy! If you are a Baby Boomer nearing retirement, you probably have a different concept of retirement than your parents. Retirement for you may not mean an extended vacation on some…
May 17
The LLC in Idaho - Powerful Asset Protection When Used Wisely

The LLC in Idaho - Powerful Asset Protection When Used Wisely

In terms of new formations, the Limited Liability Company (“LLC”) is the new King. The former King, the corporation, has been deposed, and relatively few corporations are now being formed other than for companies that have a future hope…

Rank this Week: 68

Estate Law Canada

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

http://estatelawcanada.blogspot.com/

May 18
Upcoming (free) webinar: "Choosing Your Executor"

Upcoming (free) webinar: "Choosing Your Executor"

Here's something I want the readers of this blog to consider doing - attending a free webinar called "Choosing Your Executor". It's coming up on June 6, 2013. Click here for details about the seminar and how to register. As I've…
May 17
A lawyer's duty to beneficiarie

A lawyer's duty to beneficiarie

An area of wills law that's vitally important to beneficiaries and lawyers alike is the question of whether a lawyer who is drafting a will owes any kind of duty of care to beneficiaries. When these cases come up, the problem is usually what…
May 16
Nate Dogg: an example of why you need a will

Nate Dogg: an example of why you need a will

The silver lining in the dark cloud of celebrity estate disasters is that we can use them as examples of what not to do ourselves. I'm attaching a link to a story about Nate Dogg, an American rapper, who died a couple of years ago without a…

Rank this Week: 168

Walden & Pfannenstiel Blog

Covers bankruptcy and estate planning.

http://wplawpractice.com/blog/

May 15
Where is a Kansas Bankruptcy Case Filed?

Where is a Kansas Bankruptcy Case Filed?

Bankruptcy cases are filed in U.S. Bankruptcy Court, which is a division of the Federal District Courts. Divorce, collection, probate and similar cases are filed in one of the 31 Kansas District Courts located sporadically throughout…
Apr 30
Bankruptcy Median Income Update for Kansas and Missouri

Bankruptcy Median Income Update for Kansas and Missouri

The Means Test looks at your Median Income to determine for which Chapter of Bankruptcy you qualify: Chapter 7 or Chapter 13 As of tomorrow, May 1, 2013, the Median Income Levels are changing once again. They are back up in Kansas. This comes…
Apr 30
Bankruptcy Median Income Update for Kansas and Missouri

Bankruptcy Median Income Update for Kansas and Missouri

The Means Test looks at your Median Income to determine for which Chapter of Bankruptcy you qualify: Chapter 7 or Chapter 13 As of tomorrow, May 1, 2013, the Median Income Levels are changing once again. They are back up in Kansas. This comes…

Rank this Week: 150

NJ Family Issues

Focuses on New Jersey divorce and estate planning. By Paul G. Kostro.

http://www.kostrolaw.com/NJFamilyIssues

May 2
While a litigant is entitled to a fair trial, he is not entitled to a perfect trial

While a litigant is entitled to a fair trial, he is not entitled to a perfect trial

Law Lessons from CAROLYN BONDS VS. ANTONI PLOTKA, ET AL., App. Div., A-5137-11T2, April 26, 2013: At a minimum, “trials must be conducted fairly and with courtesy toward the parties, witnesses, counsel, and the court.” Geler v.…
May 2
An assertion is deemed frivolous when no rational argument can be advanced in its support, or it is not supported by any credible evidence, or it is completely untenable

An assertion is deemed frivolous when no rational argument can be advanced in its support, or it is not supported by any credible evidence, or it is completely untenable

Law Lessons from GOLAN SHAZO VS. GREENTREE CLOSET DESIGN, ET AL., App. Div., A-4268-11T3, April 26, 2013: “[A]n assertion is deemed ‘frivolous’ when ‘no rational argument can be advanced in its support, or it is not…
May 2
The appearance of authority cannot be established alone and solely by proof of conduct by the supposed agent

The appearance of authority cannot be established alone and solely by proof of conduct by the supposed agent

Law Lessons from GOLAN SHAZO VS. GREENTREE CLOSET DESIGN, ET AL., App. Div., A-4268-11T3, April 26, 2013: The critical question in every apparent authority case focuses on whether the principal held out the agent such that “a person of…

Rank this Week: 148

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. Published by Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/

May 20
Should an Estate Plan be Revised Before or After a Divorce?

Should an Estate Plan be Revised Before or After a Divorce?

We’ve written about the importance of updating your beneficiaries, but when you’re going through a divorce, should you update your estate plan while navigating separation or after the divorce is finalized? If you do not have an…
May 17
Retirement Savings Change Based on Income Projection

Retirement Savings Change Based on Income Projection

The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. The projections changed the way…
May 15
No NC Tax Reform Bill Yet, Here's the Plan

No NC Tax Reform Bill Yet, Here's the Plan

The North Carolina Senate had announced plans to reveal the new NC tax reform bill in early May. However, the press conference instead produced the outline of a measure that the Senate hopes to turn into a bill later in 2013. Citing pending…

Rank this Week: 241

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/

Aug 18
Child Injured in Car Accident

Child Injured in Car Accident

On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked with…
Aug 18
Child Injured in Car Accident

Child Injured in Car Accident

On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked…
Aug 7
Plaintiff Claims She was Defrauded

Plaintiff Claims She was Defrauded

The plaintiff in the case is Willie B. Sosa. The defendants in the case are Lorenzo Hines, Eddie Meyers, Harold Hall, and the Estate of Dessie Ree Meyers. The judge in the case is Arthur M. Schack. About the Case

Rank this Week: 248

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

Covers estate planning, probate, taxes, elder law, business law and employment law issues. By David M. Goldman.

http://www.floridaestateplanninglawyerblog.com/

May 14
The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

Probate can have the reputation of being a nightmare, and many hate the idea of going through this process. If the idea of transferring your assets through probate daunts you, then you will be happy to know that living trusts can avoid…
May 9
The Future of Estate Planning: The Multigenerational Life Plan

The Future of Estate Planning: The Multigenerational Life Plan

Over the last year I worked with an intern in our office of a Law Review article for Texas Tech University. This article describes problems with current estate planning and takes the premise that most estate planners have become lazy because…
May 9
3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney

3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney

A Durable Power of Attorney (DPA) allows you, the "principal", to designate someone, the "agent", to act on your behalf. Depending on the DPA, your agent will have authority to oversee your financial affairs or your medical treatment. Having…

Rank this Week: 299

Special Needs, Elder Law, Wills,…

Special Needs, Elder Law, Wills, Trusts, Estates & Tax Blog

By Friedman Law.

http://specialneedsnj.com/blog/

May 17
Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

People with serious disabilities often qualify for government benefits like Supplemental Security Income (SSI) and Medicaid that limit eligibility based on finances. Thus personal injury recoveries attributable to a disabled person…
Feb 22
New Rules Condition Division of Developmental Disabilities Housing Aid on Qualifying for CCW Medicaid

New Rules Condition Division of Developmental Disabilities Housing Aid on Qualifying for CCW Medicaid

People with severe, chronic disabilities that are manifest by age 22 and substantially limit at least three kinds of major life activities are developmentally disabled and potentially eligible for services from the New Jersey Department…
Feb 14
Lawrence A. Friedman’s Special Needs Article is Featured in Law School Textbook

Lawrence A. Friedman’s Special Needs Article is Featured in Law School Textbook

“Special Needs Estate Planning” has been included in the new law school textbook Teaching Materials on Estate Planning by Gerry Beyer, Professor of Law at Texas Tech University School of Law. Originally…

Rank this Week: 383

Law Offices of Cheryl David

Covers estate planning and elder law in North Carolina.

http://www.cheryldavid.com/blog/

May 17
The Difference Between Probate and Non-Probate Property, and Why it Matter

The Difference Between Probate and Non-Probate Property, and Why it Matter

Preparing for the probate process is a big part of estate planning. Probate is simply the collection of laws and rules that have to be followed before the property a deceased person leaves behind goes to new owners or inheritors. To properly…
May 15
What to do if You Know a Family Member is About to Die

What to do if You Know a Family Member is About to Die

Dealing with a death in the family is always a difficult time. Today, many deaths come not unexpectedly, but after lengthy hospital stays or situations where the family has had time to prepare. While this time can make it easier on the family…
May 13
Revoking Your North Carolina Will

Revoking Your North Carolina Will

If you have made a will in Greensboro, North Carolina and have ever wondered how to change or revoke it, North Carolina law allows you several options. While revoking the will is entirely your choice, there are several reasons why you may…

Rank this Week: 404

Elder Counsel Blog

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

http://www.eldercounselblog.com

May 13
Round 2: What Changes Will Be Coming to the VA Pension Program?

Round 2: What Changes Will Be Coming to the VA Pension Program?

Last year S. 3270 was introduced, proposing numerous changes to the VA pension program, including a lookback period and a penalty period for transfers made prior to qualifying for the VA pension program. The bill was not passed, and on…
May 9
A Journey through Your Practice Gameplan™

A Journey through Your Practice Gameplan™

Included in ElderCounsel’s membership is a practice building roadmap that many new ElderCounsel members follow. We call it, “Your Practice Gameplan™.” This Gameplan is a combination of one-on-one coaching,…
May 2
Making History……A Teenager, Downs Syndrome and Base Camp on Mt. Everest

Making History……A Teenager, Downs Syndrome and Base Camp on Mt. Everest

I knew exactly what I was going to write about when we were asked to contribute to the blog at ElderCounsel…..and then it became a national news story! While this story was reported a few weeks back, I still feel the trek to Base…

Rank this Week: 416

Estate Planning and Tax Lawyer…

Estate Planning and Tax Lawyer Blog

Published by Wood, Atter & Wolf, P.A.

http://www.estateplanningandtaxlawyer.com/

Jun 11
Estate Planning is an Ongoing Proce

Estate Planning is an Ongoing Proce

Estate plans are just like any other plans we make in business or in life: they change. Here are some things to remember to ensure your estate plan is always relevant: • Update your estate plan with each life-changing event – divorce,…
Jun 5
Things to think about before you retire

Things to think about before you retire
Jun 1
Florida Estate Planning for Health Decision

Florida Estate Planning for Health Decision

The primary healthcare document in Florida for your Estate Plan is a Health Care Surrogate, also known as an Advanced Health Care Directive or Health Care Power of Attorney. It is in this document that you record your wishes and instructions…

Rank this Week: 350

Gay & Lesbian Legal Update

Cover estate planning for gays and lesbians. By Kenneth Vercammen.

http://gaybilesbian.blogspot.com/

May 19
2013 update Wills and Estate Planning- Free Seminar

2013 update Wills and Estate Planning- Free Seminar

2013 update Wills and Estate Planning- Free Seminar …
Mar 3
How to Appeal Your New Jersey Property Taxes and Win

How to Appeal Your New Jersey Property Taxes and Win

How to Appeal Your New Jersey Property Taxes and WinFree Seminar for property owners in Edison, Woodbridge, North Brunswick, PiscatawayDunellenMiddlesexSouth PlainfieldMetuchenPerth AmboyCarteretHighland ParkNew BrunswickMilltownEast…
Jan 31
2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of…

Rank this Week: 472

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/

May 18
Tax Benefits of a Charitable Remainder Trust

Tax Benefits of a Charitable Remainder Trust

The tax benefit of a charitable remainder trust is that a person can recognize a charitable contribution and still receive income on their assets during their lifetime. The person who sets up the trust has control over how long they receive…
May 16
Differences Between a Long Island Executor vs. Trustee

Differences Between a Long Island Executor vs. Trustee

A Long Island testator names the executor in the testator’s will. An estate executor, administrator or personal representative of a Long Island estate is in charge of managing and distributing the estate assets. This includes the duties…
Apr 30
How Do I Settle a Long Island Estate?

How Do I Settle a Long Island Estate?

A Long Island estate can be settled without filing a formal accounting with the Nassau County or Suffolk County Surrogate’s Court if the parties to the estate agree to an informal accounting instead. An informal accounting avoids the…

Rank this Week: 428

Utah Estate Planning

Covers estate planning, probate, trusts and wills in Utah. By Jason C. Hunter.

http://www.utahestateplanning.typepad.com/

May 17
Charging Order Challenge

Charging Order Challenge

Doubtless a large motivation behind the formation of many LLCs, as with Limited Partnerships (“LPs”) is that an LLC has so-called “charging order protection”… The charging order is widely misunderstood, so let me try to explain it.…
May 16
IRS Getting Greedy Over Old “Gifts”?

IRS Getting Greedy Over Old “Gifts”?

In 1972 … Sumner Redstone, who wasn’t yet a global media mogul, made a taxable gift to his children and failed to file a return. At least that’s what the Internal Revenue Service is maintaining 41 years later. The IRS told Redstone…
May 15
Giving Your IRA For Good

Giving Your IRA For Good

The IRA-to-charity strategy is particularly helpful for people who have accumulated a lot of money in their IRAs but don’t need the money to live on -- and would have to pay a big tax bill when they take their required withdrawals. Not…

Rank this Week: 478

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/blog/

May 17
Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry

Premier Estate Planning Organization Celebrates 20 Years of Transforming the Legal Industry

The American Academy of Estate Planning Attorneys, a premier membership organization providing legal education and business support for attorneys nationwide, celebrates 20 years of revolutionizing the practice of law. The Academy’s…
May 15
Heir of Last Resort

Heir of Last Resort

If a client dies without leaving a Will or Trust or other instructions regarding their assets, the assets pass via intestacy. Intestacy, essentially, is the default Will for each person dying a resident of that particular state. Every state…
May 13
A Long (But Not Strange) Trip

A Long (But Not Strange) Trip

I recently attended the Academy’s 20th Anniversary Summit in our home base of Philadelphia. First-off, it was wonderful to finally have the Academy in our own backyard. This is the first time in 20 years that a Summit has been held…

Rank this Week: 546

All About Estates

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

http://www.allaboutestates.ca/

May 17
The May Long Weekend

The May Long Weekend

So it’s officially here - the first long weekend of the season; the start of the cottage season. What does this mean? It’s the right time to start thinking about some of the considerations related to dealing with the family…
May 16
Parents, Doctor’s Apts and More Question

Parents, Doctor’s Apts and More Question

Have you ever asked your parent how their doctors’ appointment went and didn’t get a very thorough answer?
May 15
Vincent v. Blake, Cassels & Graydon LLP

Vincent v. Blake, Cassels & Graydon LLP

An interesting case on summary judgment and solicitor negligence regarding estate planning.

Rank this Week: 581

Simmons & Schiavo Blog

Covers estate planning and real estate law.

http://www.sslawoffices.com/category/all-posts/

May 15
Many estates can now save money by filing tax returns – even if they don’t have to

Many estates can now save money by filing tax returns – even if they don’t have to

A federal estate tax return doesn’t have to be filed every time someone dies. In fact, most estates never have to file one. However, a provision in the new “fiscal cliff” tax law may make it very advantageous to file an…
May 5
Short-term rentals can sometimes lead to long-term neighbor problem

Short-term rentals can sometimes lead to long-term neighbor problem

The number of people who rent a home or condo while on vacation – instead of a hotel or motel room – is skyrocketing. This can be a great thing for a vacationer, who may get a lot more space and convenience at the same or lower…
Apr 22
Fast, efficient and very helpful

Fast, efficient and very helpful

We can’t thank you enough for the assistance you provided in securing Medicaid benefits for my husband. The fact that this burden has been lifted is priceless! Rita P.

Rank this Week: 519

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/

May 12
May Is Elder Law Education Month

May Is Elder Law Education Month

The Massachusetts Bar Association and the Massachusetts Chapter of the National Academy of Elder Law Attorneys have joined together to sponsor “Taking Control of Your Future: A Legal Checkup.” Qualified attorneys will be giving…
May 12
College Students Need “Estate Planning” Document

College Students Need “Estate Planning” Document

Estate planning is not the first thought most parents have when their child is accepted to college. But it should be addressed before your child goes off to school. Once your child turns 18, they are no longer a minor. … Continue…
Dec 2
Granny Pods: An Alternative To A Nursing Home?

Granny Pods: An Alternative To A Nursing Home?

Officially called a MEDCottage, these are modular units that can be placed in a family members yard and may be an alternative to nursing home placement. The company that manufacturers them, N2Care, says their mission is to…

Rank this Week: 476

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/

Oct 29
The World’s Well Heeled Pet

The World’s Well Heeled Pet

There are some good and bad things about human nature, but without question one of the best ones is the relationship that we have with our pets. Though people sometimes own exotic pets, dogs and cats are the most common four-legged family…
Oct 26
Uncertainty Fuels Procrastination

Uncertainty Fuels Procrastination

It is no secret that a lot of people procrastinate when it comes to estate planning. The last thing that the procrastinators need is yet another reason to put things off, but in fact the uncertainty surrounding the estate tax parameters at…
Oct 24
Your 401(k) After A Layoff

Your 401(k) After A Layoff

Far too many people are not properly prepared for retirement from a financial perspective, and many find that they are not in a position to retire when they reach their full retirement age as defined by the Social Security Administration. To…

Rank this Week: 588

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.brewerlawblog.com

Aug 17
Update: Estate and Gift Tax Laws for the Rest of 2012

Update: Estate and Gift Tax Laws for the Rest of 2012

Continued uncertainty due to Congress's delays At just about this time last year I posted a blog article called What to Expect of the Estate Tax in 2011. Well, another year has now passed and the estate and gift tax laws are still in…
Aug 17
The Importance of Special Needs Trust

The Importance of Special Needs Trust

A sad case currently before the San Francisco Probate Court, In the Matter of the Fiorani Living Trust, deals with the tragic issue of what happens when a person abuses his position as trustee over a special needs trust meant to protect an…
Aug 15
Can you (and should you) control your heirs from beyond the grave?

Can you (and should you) control your heirs from beyond the grave?

The Wall Street Journal ran an interesting article this weekend examining the extent to which gift givers can exert control over their heirs once they are dead and gone. The article reveals several things that might surprise you given the…

Rank this Week: 444

Toronto Estates & Trusts Monitor

Discusses the complications, pitfalls, and the overall state of affairs of trusts and estates in Canada. By Megan F. Connolly.

http://www.torontoestatemonitor.com/

Mar 7
A Faulty Settlement and Some Buyer's Remorse

A Faulty Settlement and Some Buyer's Remorse

The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from “buyer’s remorse”.
Mar 5
Some Tips on Paying Estate Debt

Some Tips on Paying Estate Debt

One of an estate trustee’s duties is to pay the debts that a deceased individual owed when he or she died. As I have previously discussed, the estate trustee is generally not personally liable for the deceased’s debts – they are paid…
Feb 29
Expecting An Inheritance? You Might Not Be Getting One

Expecting An Inheritance? You Might Not Be Getting One

Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others.

Rank this Week: 432

Rule of Law

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

http://rulelaw.blogspot.com/

May 18
Beneficiary Designations of Benefit Plans Under the New Wills, Estates and Succession Act

Beneficiary Designations of Benefit Plans Under the New Wills, Estates and Succession Act

The new Wills, Estates and Succession Act (“WESA”), which will come into force on March 31, 2014, brings much of British Columbia’s legislation related to succession under one Act. Although much of WESA deals specifically…
May 11
Cost Award in Hsia v. Yen-Zimmerman

Cost Award in Hsia v. Yen-Zimmerman

I wrote an earlier post about the case Hsia v. Yen-Zimmerman, in which Mr. Justice Barrow upheld the validity of Chester Hun’s will, which had been challenged by two of his grandchildren. They had alleged that it had not been signed in…
May 8
Small Estate Provisions of Wills, Estates and Succession Act Not Coming Into Force

Small Estate Provisions of Wills, Estates and Succession Act Not Coming Into Force

As I have written previously, British Columbia’s new Wills, Estates and Succession Act will come into force on March 31, 2014. This legislation overhauls B.C.’s succession laws.But the provisions allowing for a simplified…

Rank this Week: 600

Wisconsin Estate Planning

Covers Wisconsin estate planning, elder law, probate and trust administration, real estate law, business organization, and individual income tax preparation. By Tesar Law Group, S.C.

http://blog.tesarlaw.com/

May 17
Prenups: Another Wedding “To-Do” Before the Big Day?

Prenups: Another Wedding “To-Do” Before the Big Day?

A properly prepared prenuptial agreement may help you fully understand the consequences of marriage when it comes to your assets, your wishes and your loved ones.
May 15
The Mighty Power of Attorney (POA)

The Mighty Power of Attorney (POA)

In the right hands powers of attorneys can be very powerful estate planning tools.
May 13
Is Portability Really Here to Stay?

Is Portability Really Here to Stay?

Portability is a complex provision of the estate tax law that is likely here to stay. It is important to seek competent advice in order to properly achieve your estate planning goals through the use of this provision.

Rank this Week: 684

Toronto Estate Law Blog

Covers estate litigation, ethics, executors & trustees, succession planning and wills. Includes podcasts on estate and succession planning. By Hull & Hull.

http://estatelaw.hullandhull.com/

May 17
525,600 minute

525,600 minute

I recently attended the production of ‘Rent’ at the Lower Ossington Theatre. The musical has been a favourite of mine for years. I know the words to almost all of the songs, albeit if I have to sing them, it is fairly…
May 16
Safe Keeping

Safe Keeping

Have you ever had something that was special, that you wanted to put in a special place to make sure nothing bad happened to it? You find the perfect spot for it and put it away. Only to have to go looking for it days, months or…
May 15
Mental Health Gets a Checkup

Mental Health Gets a Checkup

The American Psychiatric Association is set to publish the fifth and latest edition of the Diagnostic & Statistical Manual of Mental Disorders, the DSM-5, this month. The DSM-5 will change the way mental disorders are…

Rank this Week: 670

Julie's Wills & Estate Planning…

Julie's Wills & Estate Planning Blog

Covers estate planning and probate. By Julie Garber.

http://wills.about.com/

May 14
Michael Jackson's Estate Takes More Hit

Michael Jackson's Estate Takes More Hit

With the Michael Jackson/AEG Live wrongful death lawsuit as a backdrop, the controversy surrounding the King of Pop and his family continues. Last week choreographer Wade Robson, who was a voluntary defense witness at Michael Jackson's child…
May 13
House Votes to Repeal North Carolina Estate Tax

House Votes to Repeal North Carolina Estate Tax

Will another state death tax disappear retroactively in 2013? Quite possibly. Last Wednesday the North Carolina House of Representatives voted 82 - 37 in favor of repealing the state estate tax retroactively to January 1, 2013. The bill…
May 12
Moving to Avoid Estate Taxes and Income Taxes? Absolutely Says One Maryland Couple

Moving to Avoid Estate Taxes and Income Taxes? Absolutely Says One Maryland Couple

OK, here I go again, writing about a topic that irks me every time I read an article or a study which concludes that people don't move to reduce their tax bill. As an estate planning attorney who practiced in Maryland from 1995 to 2004 (by…

Rank this Week: 667

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/

Jan 25
Probate Court Discusses Hold Over Proceeding

Probate Court Discusses Hold Over Proceeding

In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. Upon the papers filed in support of the motion and the papers filed in opposition, the court consequently…
Jan 24
Petitioner Questions Validity of Will

Petitioner Questions Validity of Will

In a will contest probate proceeding, the appellant woman appeals from a decree of the Surrogate's Court which as granted the motion of the petitioner, Public Administrator of Kings County, for summary judgment dismissing her objections to…
Jan 24
Landlord Commences Nonpayment Summary Proceeding Against Tenant

Landlord Commences Nonpayment Summary Proceeding Against Tenant

In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. New York Probate Lawyers said that upon the papers filed in support of the motion and the papers filed in…

Rank this Week: 602

San Jose Estate Planning Attorney…

San Jose Estate Planning Attorney Blog

Covers estate taxes, gift taxes, and estate planning. By Raymond Sheffield.

http://www.sanjoseestateplanningattorneyblog.com/

Feb 22
8 ASSETS THAT AVOID PROBATE

8 ASSETS THAT AVOID PROBATE

Avoiding Probate is often a key goal for clients in their estate planning. This article will give you eight examples of property that passes directly to your beneficiaries without the need for probate. 1. Property Passing Outright to…
Feb 14
5 TIPS FOR MAKING INTRAFAMILY LOANS

5 TIPS FOR MAKING INTRAFAMILY LOANS

One of the best strategies for clients with wealth is to find ways to maximize the value and economic efficiency of that weath in a way that benefits the family without increasing the tax impact on the client's estate. An intrafamily loan…
Feb 1
USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY

USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY

A power of appointment can be an effective estate planning technique, facilitating how your property may ultimately pass to your heirs. There are two types of powers of appointment: general & limited. Both of these powers are the same with…

Rank this Week: 731

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

http://www.sandiegoestateplanninglawyerblog.com/

May 17
Understanding the Legal Relationships in a Revocable Living Trust

Understanding the Legal Relationships in a Revocable Living Trust

A revocable living trust is a common estate planning device where a person, called a settlor, transfers his or her assets to a trustee, usually themselves. The settlor can amend or revoke the trust at any point during his or her lifetime. At…
May 11
Who Can Access Your Social Media Accounts After Your Death?

Who Can Access Your Social Media Accounts After Your Death?

Traditionally, California estate planning addresses distribution of real and tangible personal property. But in the Internet age, intangible personal assets such as social media accounts are an essential part of many estates. Google, Facebook…
May 10
Estate Planning Complications of Divorce

Estate Planning Complications of Divorce

Divorce entails not only dividing a couple's assets but undoing potentially complex estate planning entered into during the marriage. In the case of trusts, where asset titles are legally transferred to trustees, things can get even more…

Rank this Week: 926

Cramer Law Center

Covers estate planning, probate, guardianship and elder law issues.

http://cramerlawcenter.com/blog/

May 17
WASTED WEALTH: $40 MILLION AND NO WILL

WASTED WEALTH: $40 MILLION AND NO WILL

Roman Blum died last year in New York at the age of 97 with $40 million worth of assets. At first glance, that sounds like a wonderful way to leave the world. However, Mr. Blum passed away without a will or any other…
May 9
ESTATE PLANNING ISSUES FOR UNMARRIED AND SAME-SEX COUPLES

ESTATE PLANNING ISSUES FOR UNMARRIED AND SAME-SEX COUPLES

New state laws allowing same-sex marriage and two pending Supreme Court rulings on the subject have brought to mind the special estate planning issues faced by same-sex and other unmarried couples. Marriage comes with important legal…
May 3
MAY IS ELDER LAW MONTH!!

MAY IS ELDER LAW MONTH!!

May has been declared to be National Elder Law Month and Older Americans Month. We think that makes this the perfect time to discuss how we and other elder law attorneys can serve “older Americans” (defined as those…

Rank this Week: 940

Provides news and views on current topics in elder law, estate planning, wills and trusts, caregiver issues, probate and estate administration, Medicaid and Veterans benefits, other issues of importance to seniors and their families. By Joseph S. Karp.

http://karplaw.blogspot.com/

May 17
"Permanent" estate tax, right? Um, maybe not

"Permanent" estate tax, right? Um, maybe not

The American Taxpayer Relief Act provided just that - relief - to estate planners and clients when it was passed by Congress in January 2013. The so-called federal "fiscal cliff" legislation was hailed as putting to rest the…
May 12
Happy Mother's Day to all!

Happy Mother's Day to all!

In this photo, circa 1940s, that's my beloved late mother Beatrice Karp at right. At left is her younger sister, my dear Aunt Pearl, who has always been like a mother to my brothers and me. Pearl is a dynamo still and I feel lucky to have her…
May 11
What happens to the money of a Florida resident who dies without a will?

What happens to the money of a Florida resident who dies without a will?

Dying intestate - without a will - rarely creates headlines. Generally it creates only confusion and unnecessary expense for those left behind. Unless you're Roman Blum. The Staten Island, New York resident's death is making headlines…

Rank this Week: 830

Your Minnesota Family Lawyer Blog

Covers family law, estate planning, and probate in Minnesota. By Jennifer R. Lewis Kannegieter.

http://www.yourminnesotafamilylawyerblog.com/

May 16
5 Things Couples Need to Know Before Buying Real Estate

5 Things Couples Need to Know Before Buying Real Estate

Buying a house can be an exciting, and overwhelming, time. For couples purchasing real estate there are some legal consequences they should be aware of. All too often these consequences are not considered until the relationship…
May 9
Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children

Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children

One of the most difficult things in any paternity or divorce case is figuring out the schedule for your children – this comes into play when talking about both physical custody and parenting time. In Minnesota, physical custody is the…
May 5
Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent

Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent

One of the most important things in preparing your estate plan is naming the appropriate person to act as your Personal Representative (or Executor). Some people feel there is a “right” person to name, by virtue of relationship,…

Rank this Week: 1008

Anderson, Dorn & Rader, Ltd. Blog

Covers estate planning, probate and living trusts in Nevada.

http://www.wealth-counselors.com/blog/

May 15
Are Premarital Agreements in Poor Taste?

Are Premarital Agreements in Poor Taste?

Estate planning involves confronting some sensitive matters. For many people considering marriage, one such issue is the decision to ask your spouse-to-be to enter into a premarital agreement. Those who are entering into a first…
May 15
Free Reports: Wills, Trusts, Legacy Planning and More

Free Reports: Wills, Trusts, Legacy Planning and More

On the Internet there are marketers that sell generic estate planning documents like wills and trusts. Statistics tell us that most people don’t have a comprehensive estate plan in place. Some of these people finally decide to put the…
May 2
Wealthy New York Developer Died Intestate

Wealthy New York Developer Died Intestate

When you die without a will you are said to have died intestate. Under these circumstances the probate court must sort things out utilizing the laws of the state of Nevada. If you are married and you have no children your spouse would inherit…

Rank this Week: 1039

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com

May 15
Using Undue Influence to Overturn a California Trust or Will

Using Undue Influence to Overturn a California Trust or Will

Partner Stewart Albertson discusses the concept of undue influence in overturning a California Trust or Will. You can read our other posts (and see our other videos) on undue influence here. To our email subscribers: click on…
May 7
Time to Make Amend...ments.

Time to Make Amend...ments.

Keith Davidson discusses how to amend your California Trust. For our email subscribers: click on the title link to view this video on our website.
May 1
The Mystery of California No-Contest Clause

The Mystery of California No-Contest Clause

Stewart Albertson de-mystifies California No-Contest clauses. For our email subscribers: click on the title link to view this video on our website.

Rank this Week: 986

epilawg

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

http://epilawg.com/

May 14
Frank Sinatra

Frank Sinatra

December 12, 1915 – May 14, 1998 It has been 15 years since Ol’ Blue Eyes passed away at the age of 82. Frank Sinatra’s legacy lives on and needs little introduction. Famous for his [...]Frank Sinatra is a post from: Epilawg
May 8
Wrongful Death Case

Wrongful Death Case

When a loved one dies from a wrongful or negligent act of another, knowing where to begin the legal process can be difficult. When you bring a wrongful death case in Minnesota, there are a [...]Wrongful Death Cases is a post from: Epilawg
May 6
Assets that Affect Financial Aid

Assets that Affect Financial Aid

If you are a parent of a high school student who will be going off to college soon, or you are starting college yourself, there’s a good chance you’re thinking about applying for financial aid. [...]Assets that Affect Financial…

Rank this Week: 810

Estate Planning, Explained

By One Point One Legal, PLC.

http://www.onepointonelegal.com/category/blog/wills-trusts-and-taxes/

May 13
Resigning as Trustee

Resigning as Trustee

Many people seem to think of being a trustee as being like having a job: a trustee has responsibilities to fulfill and gets paid (sometimes). But, in many ways, being a trustee is nothing like having a job. The differencedirect lender payday…
Apr 24
Funding: How to Get Stuff into Your Trust

Funding: How to Get Stuff into Your Trust

“Funding” a trust is what estate planning lawyers call the process of getting your assets into the trust. Trust vs. Trustee When we say we want to transfer something to your trust, what we really mean is we want toFunding: How to…
Mar 26
The Affordable Estate Plan Experiment

The Affordable Estate Plan Experiment

Since we opened in 2011, we’ve had a number of clients who didn’t really need or want all of the customization and attorney time we offer in our traditional estate planning process, as well as a few who just weren’t…

Rank this Week: 990

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 Los Angeles, California attorneys, Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/

Apr 11
Tax Preparers Beware! 6th Circuit Court of Appeals Affirms Dismissal of Tax Refund Suit Due to Inability to Prove Timely Filing of Amended Return

Tax Preparers Beware! 6th Circuit Court of Appeals Affirms Dismissal of Tax Refund Suit Due to Inability to Prove Timely Filing of Amended Return

The 6th Circuit recently taught an expensive lesson to a Michigan couple about carefully following procedure when dealing with IRS Tax Problems. In Stocker v. United States (6th Cir. 2013), the 6th Circuit affirmed the dismissal of Robert…
Mar 20
Prominent Tax Attorney Found Liable for Civil Tax Fraud Penalties Due to Finding of "Willful Blindness" to Underreporting of Income

Prominent Tax Attorney Found Liable for Civil Tax Fraud Penalties Due to Finding of "Willful Blindness" to Underreporting of Income

After being convicted of criminal tax fraud and serving 18 months in federal prison, a prominent former California tax attorney recently found himself again the subject of an IRS investigation into his alleged tax fraud. After a criminal tax…
Mar 6
Streamlined Foreign Bank Account Report (FBAR) Filing Compliance Procedure FAQs Issued by IRS for Non-Resident Taxpayer

Streamlined Foreign Bank Account Report (FBAR) Filing Compliance Procedure FAQs Issued by IRS for Non-Resident Taxpayer

Last year the IRS announced an alternative to its Offshore Voluntary Compliance Program (OVDP) which was being made available to a limited group of non-resident individuals who failed to file Foreign Bank Account Reports (FBARs) on Form TDF…

Rank this Week: 864

Wills and Estate Administration…

Wills and Estate Administration Articles

Covers probate, elder law and litigation topics. By Kenneth Vercammen.

http://njwills.blogspot.com/

Mar 27
Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013 5:00 PM - 9:00 PMNJ Law Center 1 Constitution Sq. New Brunswick, NJ 08901 Elder law continues to…
Jan 31
2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of…
Dec 10
2013 update Wills and Estate Planning- Seminar

2013 update Wills and Estate Planning- Seminar

2013 update Wills and Estate Planning- Seminar Wednesday January 16,…

Rank this Week: 987

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
Cyclist Obtains Settlement Despite Tort Immunity

Cyclist Obtains Settlement Despite Tort Immunity

The Cedar Rapids Gazette reported on a legal settlement reached between Bridgid Ruden, the City of Coralville, the State of Iowa, and Horsfield Construciton Company. Ms. Ruden had been riding her bicycle on a trail and lost control…
Feb 27
What is a Hostile Work Environment?

What is a Hostile Work Environment?

The term "hostile work environment" gets used frequently by employers and employees. It's used in a so many contexts that it seems to have lost true meaning. Hostile work environment allegations range from employees being…
Feb 25
Legislature Mulls Expansion of Small Claims Jurisdiction

Legislature Mulls Expansion of Small Claims Jurisdiction

Currently, if you wish to file a claim in Iowa Courts, the jurisdictional limit for small claims court is $5,000. That means if the total damages or value you seek is not greater than $5,000 your case is filed in small claims…

Rank this Week: 1147

Nolo's Everyday Estate Planning…

Nolo's Everyday Estate Planning Blog

Covers estate planning and wills. By Nolo.

http://blog.nolo.com/estateplanning/

Oct 18
Capital gains taxes on sale of house

Capital gains taxes on sale of house

Dear Liza: My daughter is on my deed as joint tenant with me. If I die and she decides to sell the house, will she have to pay capital gains taxes?
Sep 30
How the Estate Tax Work

How the Estate Tax Work

Dear Liza: My dad just received about $200,000 in cash from his recently passed-away friend’s trust. I wonder how he should file his tax for 2012? I found several documents discussing about inheritance tax exemption being $5 million.…
Sep 18
Buying Mom’s House: Be Careful

Buying Mom’s House: Be Careful

Dear Liza, The only asset funding my Mother’s Trust is her primary residence. However, she recently moved from CA to live with me in WA. My sister would like to purchase the home but doesn’t have the full amount. She would pay a down…

Rank this Week: 932

Weiss Berzowski Brady LLP

Weiss Berzowski Brady has produced legal podcasts on a variety of topics.

http://www.wbb-law.com/multimedia/blog

Oct 15
Political Discussions in the Workplace

Political Discussions in the Workplace

Post by Anna M. Pepelnjak Once again, elections are fast approaching. Divisive issues are at stake. The sides are profoundly separated and the “middle ground” looks to be disappearing. So, what happens when folks having politically…
Oct 10
Lowering the Judgment Interest Rate – Help or Hindrance for Collection?

Lowering the Judgment Interest Rate – Help or Hindrance for Collection?

Post by Barry R. White Most of my clients understand that judgments accrue interest from the time they are entered until they are paid. However, there is some confusion among my clients as to how to calculate interest because the rules…
Sep 25
Can You Believe It? The Government Did Something Right!

Can You Believe It? The Government Did Something Right!

Post by Sandy Swartzberg My grandfather, Sam, made the comment once that you are lucky if government is only twenty years behind where we are technologically. The JOBS Act is an example of this theory. The JOBS Act recognizes the influence…

Rank this Week: 817

California Estate Planning…

California Estate Planning Attorney Blog

Covers California estate planning and living trusts. By Rinne Legal.

http://www.californiaestateplanningattorneyblog.com/

Sep 29
Estate Planning 102 – Charity Donation

Estate Planning 102 – Charity Donation

Walnut Creek, Pleasanton, Fairfield, San Francisco When the famous actress Farah Fawcett passed away from cancer, she had left most of her estate to her son. Some of her fortune she had set aside for the Farah Fawcett Foundation to “provide…
Jul 21
Estate Planning 101, Part 1: Communication is Key – Walnut Creek

Estate Planning 101, Part 1: Communication is Key – Walnut Creek

Do you remember the posters by the freeway telling you that the world would end on May 21st? You probably do – because you are still alive. Doom’s Day did not arrive after all, despite the fact that a radio station based out of Oakland,…
Jun 28
Prepare for Serious Injuries with a Durable Power of Attorney

Prepare for Serious Injuries with a Durable Power of Attorney

In May 2011, a man, age 55, almost finished his pre-dinner bicycle ride when a vehicle, perhaps a blue truck, struck him. The man flew through the air, and landed approximately 30 feet away, according to The Virginian-Pilot. He ended up at…

Rank this Week: 1015

Family Fortress Estate Planning…

Family Fortress Estate Planning Blog

Covers Colorado estate planning and elder law. By Schlender & Stone.

http://www.schlenderlaw.com/blog

Jul 30
Living on the Edge: Small Business Owners and Retirement

Living on the Edge: Small Business Owners and Retirement

Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
Jul 30
Living on the Edge: Small Business Owners and Retirement

Living on the Edge: Small Business Owners and Retirement

Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
Jul 28
Not Just Estate Tax Anymore

Not Just Estate Tax Anymore

Anyone who has been following our blog knows that the expiring Bush tax cuts (including the repeal of the estate tax this year and the tax’s reinstatement next year) have given lawmakers no end of trouble as they struggle and debate—and…

Rank this Week: 1146

Kansas & Missouri Estate Planning

Covers estate planning, elder law, asset protection, charitable giving, and business law. By Kyle E. Krull.

http://blog.kylekrull.com/kansas-missouri-estate-planning/

May 18
Kansas and Missouri Weekly Estate Planning Digest - Overland Park, KS

Kansas and Missouri Weekly Estate Planning Digest - Overland Park, KS

In case you missed them, here are our five blog posts from this past week for your convenience. I welcome your feedback regarding any of these posts and your input regarding any areas of particular interest you would like for me to cover.
May 17
IRS Getting Greedy Over Old “Gifts” In Overland Park, KS?

IRS Getting Greedy Over Old “Gifts” In Overland Park, KS?

So, how long does (or can) the IRS scour your financial history to find taxable gifts? Well, it seems they do (or can) go back some 41 years.
May 16
Giving Your IRA For Good In Overland Park, KS

Giving Your IRA For Good In Overland Park, KS

Not having enough retirement income from the old IRA can be a pretty serious problem. On the other hand, having too much retirement income outside of the IRA can be a bit of a problem, too.

Rank this Week: 1329

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/

May 18
Illinois Tenancy by the Entirety

Illinois Tenancy by the Entirety

If you live in Illinois, you are married and you own your home, it is worth becoming familiar with the meaning of holding title to your home in the form of a tenancy by the entirety. A tenancy by the entirety differs in several important…
May 8
Estate Planning for Fido

Estate Planning for Fido

Few dogs are lucky enough to be left $12 million by their owners like Leona Hemsley’s Maltese named Trouble. But this doesn’t mean that your pet can’t be provided for when you consider how you want your possessions to be…
May 4
Unrelated Estate Administrator

Unrelated Estate Administrator

An Illinois decision makes it clear that an individual unrelated to the person who died (the decedent), may be appointed by the court to serve as administrator of the estate. In re Estate of Gage involves a man with three children, whose…

Rank this Week: 1355

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