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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Apr 19

    DOJ Rolls Out Elder Justice Website

    DOJ Rolls Out Elder Justice Website
    The United States Department of Justice has launched the Elder Justice Website, as part of the Elder Justice Initiative designed to provide a coordinated federal response by emphasizing various public health and social service approaches to…
  • Apr 19

    Famous Code Breaker's Manuscript Sells for a Million Dollar

    Famous Code Breaker's Manuscript Sells for a Million Dollar
    It took only two minutes before a handwritten manuscript of World War II code breaker Alan Turing sold for $1.025 million at auction. The notebook includes 56 pages of notes by Turing from the mid-1940s. Turning's life has garnered…
  • Apr 19

    House Bill to Protect Political Contributions from Gift Tax Passe

    House Bill to Protect Political Contributions from Gift Tax Passe
    This week the House has voted in favor of a bill that would prevent the IRS from imposing gift tax on political contributions. This bill is being framed as a preemptory protection since the IRS has not sought to do...
Rank this Week: 81

Julie's Wills & Estate Planning…

Julie's Wills & Estate Planning Blog

Covers estate planning and probate. By Julie Garber.

http://wills.about.com/
  • May 31

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog
    Listen up Wills & Estate Planning Blog readers - my blog has moved to a new location with a new name: Common Sense Estate Planning Blog. My About.com blogs aren't going away, they're just being transitioned into articles that will still…
  • May 27

    Why Does it Take So Long to Receive Your Inheritance?

    Why Does it Take So Long to Receive Your Inheritance?
    For certain beneficiaries of an estate or trust (you know who you are), the first question they want answered is when they can expect to receive their inheritance - cash is preferred, but a check will do just fine, thank you. What these…
  • May 21

    Does Your Child Need a Discretionary Lifetime Trust?

    Does Your Child Need a Discretionary Lifetime Trust?
    One of my roles as a former estate planning attorney and current trust officer for a private bank is to insure that my clients' estate plans meet their ever-changing estate planning goals. One question that private bank clients bring up on a…
Rank this Week: 109

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

http://www.probatelawyerblog.com/
  • Apr 8

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate
    There's nothing like a hit song to keep heirs dancing down the road to the bank -- even when that song wasn't written, composed, or sung by the celebrity singer who died. The heirs of Marvin Gaye hit it big with a judgment against Robin…
  • Mar 30

    "Was He A Hero?" And Other Questions Surround Chris Kyle's Estate - The American Sniper

    "Was He A Hero?" And Other Questions Surround Chris Kyle's Estate - The American Sniper
    As the movie, American Sniper, enjoys box office success, questions and controversies surround the estate of Chris Kyle. One of his biggest critics is Jesse Ventura, the always-outspoken former professional wrestler and potential presidential…
  • Mar 16

    Could Feud Over Saints Owner Tom Benson Happen In Your Family?

    Could Feud Over Saints Owner Tom Benson Happen In Your Family?
    Yes, Tom Benson has a great deal more money and power than most of us. How much? Try $1.9 billion, according to the annual Forbes rankings. Indeed, there are only 350 richer people in the whole country. The successful owner of the NFL’s…
Rank this Week: 124

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: 135

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

    Stanford Phds Say Renewable Energy Won’t Work

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

    The Law-School Scam

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

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

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo
    Newsmax:  “Add the U.S. Postal Service to the list of federal agencies seeking to purchase . . . alarmingly large quantities of ammunition.  A little more than a year ago, the Social Security Administration put in a request…
Rank this Week: 116

Iowa Law Blog

Iowa Law Blog

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

http://www.iowa-lawblog.com/
  • Apr 14

    The Implementation of Electronic Filing in the Court

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

    Service by Facebook?

    Service by Facebook?
    A New York judge recently entered an Order allowing a woman to serve her husband divorce papers via Facebook.  In Iowa, generally, a competent adult must accept service or be served in-person in order accomplish proper…
  • Mar 19

    Interactive Process in Action

    Interactive Process in Action
    If you’re not sure what the interactive process is supposed to look like under the ADA, peruse the facts of the 8th Circuit’s decision in Minnihan v. Mediacom.  I’m also going to summarize the facts below, but if you…
Rank this Week: 287

epilawg

epilawg

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

http://epilawg.com/
  • Apr 2

    What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction

    What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction
    This is a first in a series of posts discussing different aspects on the new statute, Minnesota’s Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for […]What You…
  • Mar 30

    Vacationing Without the Kids??

    Vacationing Without the Kids??
    Designation of Standby or Temporary Custodian for your Child So, you and your spouse are finally ready to take that vacation to Mexico – without the kids. The flights are booked, your bags are nearly […]Vacationing Without the…
  • Mar 23

    How to Collect Your Final Wage

    How to Collect Your Final Wage
    Collecting Final Wages from Your Employer Most of us don’t work for free. If your employer hasn’t paid you all of the wages you’ve earned, then that’s exactly what you’d be doing. What follows is […]How to…
Rank this Week: 236

Wisconsin Estate Planning

Wisconsin Estate Planning

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

http://blog.tesarlaw.com/
  • Apr 17

    Think About Long-Term Care

    Think About Long-Term Care
    Long term care insurance can be a helpful tool to ensure proper care as you age.  
  • Apr 15

    When DIY Estate Planning Goes Wrong

    When DIY Estate Planning Goes Wrong
    DIY estate planning may offer you cheap forms to complete, however, what they lack is the knowledge and services of an experienced attorney to make sure the plan is done correctly.
  • Apr 13

    3 Tax Advantaged Tools to Help Save for College

    3 Tax Advantaged Tools to Help Save for College
    Planning and paying for a college education for a child or grandchild can be very complicated, but it could be one of the best investments you make.
Rank this Week: 519

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/
  • Apr 17

    Oregon Elder Abusers in Legislature's Crosshairs?

    Oregon Elder Abusers in Legislature's Crosshairs?
    Elder abuse, whether financial or physical, is shameful. And it is a big problem in every state. It looks like Oregon may take action to fund a new state prosecutor to assist county attorneys with elder abuse prosecutions.
  • Apr 16

    The Farmers and the Ranchers Should be Friends (and Plan for Retirement)

    The Farmers and the Ranchers Should be Friends (and Plan for Retirement)
    Tax day came and went yesterday. Woo-hoo! Oh, unless you are on extension, that is. Regardless, now is the time to make plans for next year. If you are a farmer or a rancher, then that mean looking into retirement saving solutions.
  • Apr 15

    Only Two Certainties - Death & Taxes (What About Debts?)

    Only Two Certainties - Death & Taxes (What About Debts?)
    No, you read that headline correctly. With a tip of the hat to Benjamin Franklin for the "Death & Taxes" part, debts can be an important estate planning consideration.
Rank this Week: 438

Idaho Estate Planning

Idaho Estate Planning

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

http://idahoestateplanning.typepad.com/idaho_estate_planning/
  • Apr 16

    Idaho Estate Planning - Long Term Care for Veteran

    Idaho Estate Planning - Long Term Care for Veteran
    Pension with Aid and Attendance. This is the most widely known benefit and offers the highest possible monthly payment. It provides benefits for a veteran or surviving spouse who requires the attendance of another person to assist in…
  • Apr 15

    Idaho Veterans - It's Difficult for Vets to Use Housing Voucher

    Idaho Veterans - It's Difficult for Vets to Use Housing Voucher
    In an article today the Idaho Statesman reporter Anna Webb touched on the difficulty homeless veterans face when trying to use rent vouchers to secure a place to live. In the article Ms. Webb states: "Safe, affordable housing is tough…
  • Apr 14

    Idaho Estate Planning - Could You Inherit a Debt?

    Idaho Estate Planning - Could You Inherit a Debt?
    It’s not that easy for some family members to discuss debt issues, especially older Americans who hoped for better at the end of their lives. Even so, parents and their adult children or spouses should thoroughly talk about any outstanding…
Rank this Week: 392

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/
  • Apr 15

    Preneed Contracts: Where to Apply a Discount

    Preneed Contracts: Where to Apply a Discount
    It is common for a funeral home to offer a discount to a preneed contract purchaser when the sales price is to be paid in full at the time of purchase.  However, funeral homes are often inconsistent in how the discount is applied to the…
  • Apr 12

    The Right of Sepulcher: One Hurdle to the Final Resting Place

    The Right of Sepulcher: One Hurdle to the Final Resting Place
    A Kansas City Star article reported on the role of the Missing in Action Project in getting Major Rombauer to his final resting place.  Much of the work of the MIA Project goes unreported, but this story was found noteworthy because…
  • Mar 28

    Criminal Intent: Use of the Wrong Deposit Book

    Criminal Intent: Use of the Wrong Deposit Book
    An Oklahoma funeral director faces serious prison time over the deposit of preneed funds to his business operating account.  The Oklahoma Department of Insurance decided to go to a local prosecutor when a Department audit found the…
Rank this Week: 631

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/
  • Apr 15

    Crash victim's will made all the difference - Saanich New

    Crash victim's will made all the difference - Saanich New
    When I talk to people who don't have wills and I ask them why they haven't made one yet, I get a variety of answers. The one I hear the most is that people plan to make wills "later", when they are older, or sick, or injured. They…
  • Apr 15

    Iowa politician charged with sexual assault after sex with his wife who had Alzheimer

    Iowa politician charged with sexual assault after sex with his wife who had Alzheimer
    The National Post is carrying a story about Henry Rayhons of Iowa. Mr. Rayhons, who is 78, is charged with sexual assault after allegedly having sex with his wife while her Alzheimer's disease was so severe that she could not have consented…
  • Apr 14

    Uh oh. I didn't file estate tax returns. Now what?

    Uh oh. I didn't file estate tax returns. Now what?
    There's nothing like realizing six years after you think an estate is finished that you really should have filed tax returns. Many of us might panic at the thought of bringing the wrath of Canada Revenue Agency down on our heads! A reader…
Rank this Week: 338

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
  • Apr 9

    Last-Minute Estate Planning in North Carolina

    Last-Minute Estate Planning in North Carolina
    Forbes cited a survey in 2014 that revealed 51% of Americans aged 55 to 64 do not have an estate plan. Sometimes a health crisis prompts an individual to create a plan for bequeathing their assets. However, hastily making changes to an estate…
  • Apr 7

    Tax Planning for North Carolina Business Succession

    Tax Planning for North Carolina Business Succession
    While transferring business interests can have tax consequences, structuring a business succession plan with regard to tax law can help minimize tax burdens associated with business transfers to surviving family members when a business owner…
  • Mar 30

    10 Things to Ask Your Accountant: Small Biz Webinar

    10 Things to Ask Your Accountant: Small Biz Webinar
    Our tax attorneys in Chapel Hill recently reviewed the advantages and disadvantages of investing or gifting your tax refund, tax issues when settling an estate, and ways to protect yourself from tax preparer fraud. As the tax season filing…
Rank this Week: 731

Florida Probate Litigation

Florida Probate Litigation

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

http://www.flprobatelitigation.com/
  • Apr 6

    4th DCA: Is a spousal undue influence claim impossible under Florida law?

    4th DCA: Is a spousal undue influence claim impossible under Florida law?
    Blinn v. Carlman, — So.3d —-, 2015 WL 1223665 (Fla. 4th DCA March 18, 2015) (trial-court order) Who bears the burden of proof is often a decisive factor in will contests. Why? Because your single most important witness…
  • Mar 20

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

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

    From the Humor File

    From the Humor File
    There’s nothing like a good cartoon to add some much-needed levity to our professional lives. I recently posted here some of the cartoons I’ve collected over the years. Lansing R. Palmer of Akerman LLP in West Palm Beach was kind…
Rank this Week: 456

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Mar 31

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid
    The Star Tribune has reported today that Ernie Banks, all star shortstop of the Chicago Cubs who died January 23rd at the age of 83 has left his estate to his caregiver Regina Rice. Banks made his will last October and the witnesses reported…
  • Mar 2

    Court of Appeals to Hear Missing Will Case

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

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily News presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership of a…
Rank this Week: 406

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Nov 10

    Estate Planning for Out-of-State Property

    Estate Planning for Out-of-State Property
    If you live in Florida and own property in another state an ancillary administration will be necessary upon the death of the owner(s) of that property. This special probate administration will be in addition to the administration you have…
  • Oct 29

    Revocable Trusts and Asset Protection

    Revocable Trusts and Asset Protection
    Many times we get questions from clients asking if their revocable trust provides asset protection from creditors. The answer to this is the typical legal answer "It Depends". That is it depends on who owes the money. In Florida a…
  • Oct 28

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 466

All About Estates

All About Estates

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

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

    A medical perspective on Estate matters – a chastened viewpoint

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

    Who is Your Daddy?

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

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 712

Florida Probate Litigation…

Florida Probate Litigation Attorney Blog

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

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

    Actor's death exemplifies the importance of guardianship

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

    Undue influence can often lead to financial exploitation

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

    Florida suit seeks to protect surviving spouse in gay marriage

    Florida suit seeks to protect surviving spouse in gay marriage
    Eight couples in Florida recently filed a lawsuit against the state, claiming that Florida's ban on gay marriage violates their rights under the U.S. Constitution. The couples, each living in Florida, but married in another state that…
Rank this Week: 581

Elder Law Office of David Wingate,…

Elder Law Office of David Wingate, LLC

Covers elder law, assisted living facilities, estate planning, and nursing homes.

http://blog.davidwingate.com/
  • Mar 8

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)
    Related proposals pertaining to qualified plans and individual retirement accounts. In addition, the Green Book includes the following proposals that pertain to qualified plans and IRAs: A limit on the total accrual of retirement benefits by…
  • Mar 7

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)

    Heckerling Institute on Estate Planning - 2015 What Will Happen? (Contd)
    Sales, exchanges and “comparable transactions” with grantor trusts. The Obama Administration would attempt to address the disconnect between the income tax rules and the estate tax rules that apply to intentionally defective grantor…
  • Mar 7

    Social Security Ups Disability Safeguard

    Social Security Ups Disability Safeguard
    The Social Security Administration is expanding a program nationally to help bar criminals from controlling benefits on behalf of individuals with disabilities and the elderly. The program originally launched as a pilot in the…
Rank this Week: 584

Virginia Disability Law Blog

Virginia Disability Law Blog

Covers Social Security disability law and special needs trusts. By Sheri R. Abrams.

http://sheriabrams.com/blog
Rank this Week: 703

California Tax Attorney Blog

California Tax Attorney Blog

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

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

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

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

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 671

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 748

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: 577

Bay Area Wills, Trusts & Probate…

Bay Area Wills, Trusts & Probate Report

Covers planned giving, estate planning, taxes and wills and trusts. By Karen Meckstroth.

http://www.bayareawillsandtrustslawblog.com
Rank this Week: 753

Law Offices of Cheryl David

Law Offices of Cheryl David

Covers estate planning and elder law in North Carolina.

http://www.cheryldavid.com/blog/
  • Apr 18

    North Carolina Medicaid Planning: Basic Issues, Questions and Concept

    North Carolina Medicaid Planning: Basic Issues, Questions and Concept
    North Carolina Medicaid Planning: Basic Issues, Questions and Concepts from Cheryl David Medicaid plans are designed to pay for the costs associated with long-term residential care costs that typically arise as people get older. Learn more…
  • Jan 24

    Pet Planning in North Carolina: Crafting an Effective Pet Trust

    Pet Planning in North Carolina: Crafting an Effective Pet Trust
    Pet Planning in North Carolina: Crafting An Effective Pet Trust from Cheryl David A trust cannot operate without having property it can use to pay the pet’s expenses. The property you choose to transfer to the trust is known as the…
  • Jan 19

    Pet Planning in North Carolina: Your Pet’s Future Without You

    Pet Planning in North Carolina: Your Pet’s Future Without You
    Pet Planning in North Carolina: Your Pet's Future Without You from Cheryl David A pet plan is a part of an estate plan that provides for the needs of your pets in the event you die or become incapacitated. Learn more about pet planning in…
Rank this Week: 3524

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/
  • Apr 18

    The defendant BH Corp. ...cont

    The defendant BH Corp. ...cont
    The defendant BH Corp. raises many issues in its brief. Many of these issues do not receive separate headings. In discussing these issues, we have joined and rearranged the issues where appropriate. The defendant BH Corp. did not except to…
  • Apr 16

    The defendant BH Corp.

    The defendant BH Corp.
    This action arises from a collision that occurred on August 25, 1977 on Schley Avenue in Bronx County. Traffic was permitted to flow on Schley Avenue in a northerly and southerly direction. Plaintiff was a passenger on a motorcycle driven by…
  • Apr 14

    Respondent, M.F., is charged with murder

    Respondent, M.F., is charged with murder
    Respondent, M.F., is charged with Murder in the Second Degree. At the time of the accident, respondent was 13 years old. This case stems from the death of respondent's newborn baby. On January 14, 2005, the deceased was found inside a paper…
Rank this Week: 1431

Nevada Trust Reporter

Nevada Trust Reporter

Features commentary on trust law and asset protection. By Provident Trust Group, LLC.

http://blog.trustprovident.com/
  • Apr 17

    Provident Trust Group Overview [VIDEO]

    Provident Trust Group Overview [VIDEO]
    Check out our new Provident Trust Group Overview video on YouTube!
  • Apr 7

    Q&A with American Real Estate Investment

    Q&A with American Real Estate Investment
    Our CEO Theresa Fette recently sat down with Carl Dean of American Real Estate Investments (AREI) for a Q&A. Watch it here: http://bit.ly/1IqXszZ.
  • Apr 3

    April 2015 E-Newsletter

    April 2015 E-Newsletter
    As we spring closer to the end of tax season, read our E-Newsletter for important reminders!
Rank this Week: 2746

Cramer Law Center

Cramer Law Center

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

http://cramerlawcenter.com/blog/
  • Apr 17

    National Healthcare Decisions Day: Why Planning Ahead Matter

    National Healthcare Decisions Day: Why Planning Ahead Matter
    If you were in an accident today or became suddenly sick and couldn’t speak for yourself, would your family know your healthcare wishes? Would they know for certain what you would want the hospital and doctors to do? And would they be…
  • Apr 2

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction
    Up until recently, your loved ones and even the executor (or “Personal Representative”) of your estate would be denied access to your Facebook account after your death. To address the issues this created, Facebook has…
  • Mar 24

    Movies About Estate Planning: Alive Inside

    Movies About Estate Planning: Alive Inside
    Alive Inside is another captivating movie about a subject that regularly touches our practice as estate planners: dementia. This documentary follows social worker Dan Cohen, founder of the nonprofit organization Music and Memory, as he…
Rank this Week: 3187

Cramer Law Center

Cramer Law Center

Covers Florida estate planning.

http://cramerlawcenter.com
  • Apr 17

    National Healthcare Decisions Day: Why Planning Ahead Matter

    National Healthcare Decisions Day: Why Planning Ahead Matter
    If you were in an accident today or became suddenly sick and couldn’t speak for yourself, would your family know your healthcare wishes? Would they know for certain what you would want the hospital and doctors to do? And would they be…
  • Apr 2

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction
    Up until recently, your loved ones and even the executor (or “Personal Representative”) of your estate would be denied access to your Facebook account after your death. To address the issues this created, Facebook has…
  • Mar 24

    Movies About Estate Planning: Alive Inside

    Movies About Estate Planning: Alive Inside
    Alive Inside is another captivating movie about a subject that regularly touches our practice as estate planners: dementia. This documentary follows social worker Dan Cohen, founder of the nonprofit organization Music and Memory, as he…
Rank this Week: 4383

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Apr 17

    Officers Can Stop You If They Misunderstand the Law

    Officers Can Stop You If They Misunderstand the Law
    It’s called “Mistake of Law”. The officer can pull you over for thinking you broke the law when in reality, you did nothing wrong. Contact me today so we can see what defenses you have for your case. © marketing for…
  • Apr 13

    How Does the Marijuana Field Test Work?

    How Does the Marijuana Field Test Work?
    There are specific instructions that are essential to how the test performs. If your officer didn’t follow the directions or if you think that your substance wasn’t marijuana, definitely contact me today. Even if you think it was…
  • Mar 23

    How Does Weekend Jail Time Work in Virginia?

    How Does Weekend Jail Time Work in Virginia?
    Weekend jail time is a program that is administered by each jail depending upon its own rules and policies, so this is an issue that you definitely need to have a local defense lawyer on your side for.  I’m very familiar with the…
Rank this Week: 1519

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Apr 17

    Veterans Administration Benefits, Nursing Homes, and Other Elder Care Option

    Veterans Administration Benefits, Nursing Homes, and Other Elder Care Option
    Qualified veterans can take advantage of several different programs if they need to stay in a nursing home, elder care center, or require other forms of long-term care. Many veterans aren’t aware that the Veterans Administration…
  • Apr 15

    Do My Assets Get a Step Up in Basis If They Are in My Trust When I Die?

    Do My Assets Get a Step Up in Basis If They Are in My Trust When I Die?
    If you have worked hard all your life and plan to gift your hard earned assets to loved ones when you die it is always best to plan ahead by creating a comprehensive estate plan. When you gift assets to someone there are issues that need to…
  • Apr 8

    What Is the Difference between SSDI and SSI?

    What Is the Difference between SSDI and SSI?
    At some point in your life, you or someone you love may become disabled. A disability often creates a financial hardship along with the emotional and physical toll the disability takes on the victim. Fortunately, there are two federal…
Rank this Week: 1761

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
  • Apr 17

    Divorce Papers Served by Facebook: Cold or Practical?

    Divorce Papers Served by Facebook: Cold or Practical?
    Calling social media “the next frontier in the developing law of the service of process over the internet,” a New York judge has allowed service of divorce papers via Facebook private messaging. This is either a cold invasion of…
  • Apr 15

    Who’s an Independent Contractor in the New Economy?

    Who’s an Independent Contractor in the New Economy?
    Deciding whether to treat workers as employees or independent contractors is tricky in general and even more so in the context of the new so-called sharing economy. In recent decisions, courts have refused to resolve whether the drivers for…
  • Apr 13

    Using Fiduciary Accountings as a Client Management Tool

    Using Fiduciary Accountings as a Client Management Tool
    When representing a fiduciary such as a conservator or personal representative, you’re often dealing with a lay person who may be feeling overwhelmed by unfamiliar responsibilities. One way to bring the situation under control is to use…
Rank this Week: 1776

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/
  • Apr 17

    Custodial Accounts for Minors in Illinoi

    Custodial Accounts for Minors in Illinoi
    Custodial accounts are created by adults as custodians for minor children. Both the custodian and the minor must be residents or resident aliens of the United States. The accounts are established under the Uniform Transfers to Minors Act…
  • Mar 27

    Duties of the Executor

    Duties of the Executor
    Your executor is the person who is responsible for distributing your assets after you die. Your Will specifies who you name as your executor. The following are some of the duties of an executor: • Locate Documents. The executor…
  • Mar 21

    QTIP Trust

    QTIP Trust
    Generally, to qualify for the marital deduction and avoid estate tax (imposed on estates with assets over $5.43 million in 2015) when you die, your property must pass to your spouse directly or in a trust where he has complete control over…
Rank this Week: 1080

Tax Problem Attorney Blog

Tax Problem Attorney Blog

Covers topics such as sales and payroll tax problems, offers in compromise, tax audits, tax debt, tax disputes, tax fraud, tax litigation and tax controversy, and tax preparer penalties. By Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/
Rank this Week: 1445

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: 4641

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Apr 17

    Are You Thinking Big?

    Are You Thinking Big?
    One of my favorite quotes from Nelson Mandela is: “There is no passion to be found playing small – in settling for a life that is less than the one you are capable of living.” He poses a very cerebral and serious question.…
  • Apr 15

    How to Practice in Estate Planning, Part 2

    How to Practice in Estate Planning, Part 2
    This is the second in a series of blogs on How to Practice in Estate Planning. I’ll sprinkle this series in among my typical timely blogs. This series is designed for attorneys who are currently practicing in another field and wish to…
  • Apr 13

    Copyright Law & the Use of Images on Your Law Firm Blog

    Copyright Law & the Use of Images on Your Law Firm Blog
    Using an image in a blog post can add interest to your page and increase reader engagement. Because of that, most bloggers and web site owners will do a quick Google Image search for an appropriate photo and, if they’re smart,…
Rank this Week: 3515

Toronto Estate Law Blog

Toronto Estate Law Blog

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

http://estatelaw.hullandhull.com/
  • Apr 16

    A Recent Review of Conflict of Laws in the Estates Context

    A Recent Review of Conflict of Laws in the Estates Context
    A recent Ontario Supreme Court of Justice – Ontario Divisional Court decision, Park v. Myong, 2015 ONSC 2287, presents an interesting review and discussion of law of jurisdiction and conflict of laws in the Estates law context. In this…
  • Apr 15

    Cottage Value: Date of Death versus Date of Distribution

    Cottage Value: Date of Death versus Date of Distribution
    As the cottage season fast approaches, many Estate practitioners can’t help but reflect on what has proved to be one of the most contentious assets of any Estate. For this reason, it is beneficial to review some of the Ontario case law…
  • Apr 15

    Charitable Giving and the “Warm Glow”

    Charitable Giving and the “Warm Glow”
    It’s hard to ignore the news of slashed oil prices in Canada. Low oil prices have meant a break for drivers across the country, yet they have also resulted in negative economic impacts, particularly in Alberta. Now, that Province is…
Rank this Week: 2395

Parman & Easterday Blog

Parman & Easterday Blog

Covers elder law and estate planning.

http://www.parmanlaw.com/blog/
  • Apr 16

    Free Report: Do I Pay Oklahoma Taxes When Someone Leaves Me Money?

    Free Report: Do I Pay Oklahoma Taxes When Someone Leaves Me Money?
      You are not required to report an inheritance as income for income tax purposes, but there are transfer taxes that can be applicable. Topics covered in this white paper include: Income Taxes Federal Estate Tax State-level Estate Tax…
  • Apr 16

    Free Report: What Is the Annual Gift Tax Exclusion in Oklahoma?

    Free Report: What Is the Annual Gift Tax Exclusion in Oklahoma?
      The annual gift tax exclusion allows you to give up to $14,000 to any number of gift recipients within a calendar year free of the gift tax. Topics covered in this white paper include: Additional Gift Tax Exclusions Lifetime Unified…
  • Apr 16

    Free Report: What are the Drawbacks of Probate in Oklahoma?

    Free Report: What are the Drawbacks of Probate in Oklahoma?
      There are some considerable drawbacks that come along with the probate process; let’s take a look at three of these pitfalls. Topics covered in this white paper include: Privacy Lost Probate Expenses The Waiting Game Probate…
Rank this Week: 3506

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • Apr 16

    Opening a Safe Deposit Box After Death in NY

    Opening a Safe Deposit Box After Death in NY
    I often receive phone calls from clients who had recently lost a loved one and, among other things, are confused about how to access the decedent’s safe deposit box. A common concern is that the loved one kept their last will in the…
  • Mar 9

    Frequently Asked Probate Question

    Frequently Asked Probate Question
    As a probate lawyer, I am often asked many important questions about the probate process. I have decided to make a list of some of the most frequent questions in an effort to help people understand the process better. What is Probate? Probate…
  • Jan 27

    Spending Down Assets to Qualify for Medicaid Nursing Home Care

    Spending Down Assets to Qualify for Medicaid Nursing Home Care
    Medicaid nursing home care is a means-based program, which means that the government looks at your income and assets to determine eligibility. Since you can’t gift away your assets and qualify for nursing home care for up to 5 years,…
Rank this Week: 2079

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Apr 16

    Vested Benficiary and Contingent Beneficiary

    Vested Benficiary and Contingent Beneficiary
    Two terms that can describe a beneficiary of a testamentary instrument are "vested" and "contingent." There is a stark difference between the two terms. The former means that the beneficiary has a present interest in the estate, i.e. they can…
  • Apr 10

    Probating a Lost Will

    Probating a Lost Will
    When a person who wrote a will, the testator, passes away the will needs to be lodged with the appropriate probate court in California. If the person was domiciled in California at death, the county of domiciliary has jurisdiction. For…
  • Mar 25

    Ukkestad v. RBS Asset Finance, Inc. - Heggstad Petition

    Ukkestad v. RBS Asset Finance, Inc. - Heggstad Petition
    A Heggstad petition is a commonly filed probate petition in California. The petition is filed under Probate Code § 850. The purpose of the Heggstad petition is to obtain a court order confirming that a particular piece of…
Rank this Week: 3082

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.connecticutestateplanningattorneysblog.com/
  • Apr 16

    Be Careful: Transferring Assets to Qualify for Medicaid in Connecticut May Backfire

    Be Careful: Transferring Assets to Qualify for Medicaid in Connecticut May Backfire
    If you want Medicaid in Connecticut to pay for your long-term care, one thing you should NOT to do is give away your assets – unless you think you won’t need Medicaid within the next five years. When you apply for Medicaid for…
  • Apr 16

    Warning Signs for the Financial Advisor of the Elderly: Don’t put your practice (or your client) in jeopardy

    Warning Signs for the Financial Advisor of the Elderly: Don’t put your practice (or your client) in jeopardy
    By Paul T. Czepiga You have had a long time client who is now of advanced age, let’s call her Jane. Jane has a trust account for her revocable trust; she is the sole trustee. She also has a personal account that has some Stanley Black…
  • Apr 10

    What is Per Stirpes?

    What is Per Stirpes?
    Some words in your Last Will and Testament may seem like a foreign language to you, but they could have significant impact on your beneficiaries. Per stirpes, a Latin phrase that means “by the roots,” is used in many Wills to…
Rank this Week: 1691

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
  • Apr 16

    NEW Heggstad Petition Case

    NEW Heggstad Petition Case
    I got notice a couple weeks ago of a new case to help get Heggstad petitions approved. That is, petitions brought under California probate code section 850. The case is: Ukkestad v. RBS Asset Finance Filed  March 16, 2015, Fourth…
  • Mar 26

    Coach Dean Smith leaves a small legacy… what will you do?

    Coach Dean Smith leaves a small legacy… what will you do?
    As an estate planning attorney I help clients plan the legacy they will leave. Often it’s simple such as “I leave everything to my children….”  Other times it’s a gift to an old friend, a church, or other…
  • Mar 11

    Best nursing homes in Sacramento

    Best nursing homes in Sacramento
    I just saw this article at US News rating the best nursing homes in Sacramento. Good list to consider for your loved ones. Here’s the link.
Rank this Week: 2984

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Apr 16

    When Killers Attempt to Inherit from Their Victims’ Will

    When Killers Attempt to Inherit from Their Victims’ Will
    You probably remember at least one episode of “Murder, She Wrote” in which somebody offs their relatives in the hopes of claiming a sweet inheritance under their life insurance or a will. It’s been a favorite plotline for…
  • Apr 9

    Can Nursing Homes Go After Your Trusts to Pay Their Bills?

    Can Nursing Homes Go After Your Trusts to Pay Their Bills?
    Nursing homes are expensive. The same goes for just about any kind of senior assistance or long-term care. So how are elderly people of modest means supposed to cope? A recent Gannett article lays out the three basic options: Get the…
  • Apr 2

    Most Business Owners Don’t Have Estate Plans, But They Should

    Most Business Owners Don’t Have Estate Plans, But They Should
    It’s no secret that the majority of people aren’t as proactive as they should be when it comes to estate planning. In fact, most Americans who should have at least a will don’t. But if there’s one group that you would…
Rank this Week: 3105

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Apr 16

    Swiss Asset Manager Pleads Guilty For Aiding in Tax Evasion

    Swiss Asset Manager Pleads Guilty For Aiding in Tax Evasion
    On March 31, a Swiss asset manager appeared before Judge Sidney H. Stein of the US District Court for the Southern District of New York, where he pleaded guilty to charges that he aided his American taxpayer clients and others in schemes to…
  • Apr 14

    Swiss Bank Pays $211 Million to Avoid Prosecution for Aiding Tax Evasion

    Swiss Bank Pays $211 Million to Avoid Prosecution for Aiding Tax Evasion
    On March 30, the US Department of Justice (DOJ) announced that the Swiss bank BSI SA had agreed to pay $211 million to the US in order to avoid prosecution for helping Americans evade taxes. The bank is the first Swiss financial institution…
  • Apr 9

    Why Is The Franchise Tax Board More Difficult Than The IRS?

    Why Is The Franchise Tax Board More Difficult Than The IRS?
    Some taxpayers and tax advisors think that the FTB professionals are simply not as nice as the professionals at the IRS, and that is the reason why dealing with the FTB is more difficult.  That is simply untrue.  The overwhelming…
Rank this Week: 2961

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Apr 16

    Top 8 Must Know Facts for Every California Trustee

    Top 8 Must Know Facts for Every California Trustee
    If you are a California Trustee, here are eight must know facts for your to properly administer your Trust and keep yourself safe from any personal liability: 1.  Know Your Duties Being a Trustee is a thankless job.  You owe many…
  • Apr 9

    Can You Prove It? Shifting the Burden of Proof in California Will and Trust Case

    Can You Prove It? Shifting the Burden of Proof in California Will and Trust Case
    Do you have the evidence required to prove your case in Court?  Why not make the other side prove it instead?  Under California law, there are time when you can shift the burden of proof onto your opponent.  In this video,…
  • Apr 2

    Why Won’t my California Trustee Respond to Me???

    Why Won’t my California Trustee Respond to Me???
    Getting the cold shoulder from your Trustee?  While every Trustee has a duty to communicate with the beneficiaries and provide required information, it does not always happen that way.  Maybe the Trustee does not know their…
Rank this Week: 3672