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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 24

    New Orleans Socialite Goes Out As She Wanted

    New Orleans Socialite Goes Out As She Wanted
    Mickey Easterling’s last party turned out to be a memorable one. The New Orleans socialite attended her own wake at the Saenger Theater on Canal Street. Easterling took in the whole scene wearing a feather boa, holding a champagne flute,...
  • Apr 24

    Texas State Judge Finds Same-Sex Marriage Restrictions Unconstitutional

    Texas State Judge Finds Same-Sex Marriage Restrictions Unconstitutional
    Following the federal ruling issued on same-sex marriage in February, a Texas state court judge has also ruled against Texas on same-sex marriage. Judge Barbara Nellermoe deemed Texas’ restrictions on same-sex marriage unconstitutional,…
  • Apr 24

    CLE on Skills Training for Estate Planner

    CLE on Skills Training for Estate Planner
    The ABA Section of Real Property, Trust and Estate Law is presenting a CLE entitled, 2014 Skills Training for Estate Planners. The Fundamentals course is on July 14-18, 2014, while the Advanced Topics course is on July 16-18, 2014.…
Rank this Week: 110

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 337

Wealth Law Blog

Wealth Law Blog

Covers building, protecting and distributing wealth. By Samuels Yoelin Kantor LLP.

http://samuelslaw.com/blog/
  • Mar 26

    Linden Dollars, Bitcoins, and the brave new (taxable) asset

    Linden Dollars, Bitcoins, and the brave new (taxable) asset
    It is a truism in the world of tax planning that dollars are fungible. That is, if I have two dollars in my wallet, there isn’t much between the dollar that I took out of the bank yesterday and a dollar that I took out of the bank…
  • Mar 10

    From Entrepreneur to Investor: Successfully Navigating the Transition

    From Entrepreneur to Investor: Successfully Navigating the Transition
    Owning and running a thriving business requires energy, passion and commitment. Its ultimate  success, however, may be measured by the extent to which an exit strategy is thoughtfully planned and executed. Firm partner Steve Kantor will…
  • Mar 6

    Who Owns Your Password?

    Who Owns Your Password?
    In the modern world passwords are ubiquitous. By the time we’ve finished our morning coffee we’ve likely used a password to check our email, access our computer, and even open the door to the office. In some contexts we understand…
Rank this Week: 331

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/
  • Dec 22

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
  • Dec 22

    Eight Tax Breaks that Expire at the End of 2013

    Eight Tax Breaks that Expire at the End of 2013
    A number of income tax provisions are slated to expire at the end of this year. Many of these tax breaks have been extended in the past, so it's possible Congress could extend them again over the next few months...
  • Nov 27

    Inheritance tax: Exemptions for Farms and Small Businesses: Fourth and Last in a Serie

    Inheritance tax: Exemptions for Farms and Small Businesses: Fourth and Last in a Serie
    Effective for decedents dying after July 9, 2013, there is a new inheritance tax exemption for qualified family-owned businesses. The law provides: "A transfer of a qualified family-owned business interest to one or more transferees is…
Rank this Week: 318

The Elder Firm, LLC

The Elder Firm, LLC

Covers elder law, estate planning, and Missouri Medicaid eligibility.

http://www.columbiaelderlaw.blogspot.com/
Rank this Week: 269

Thoughts on Wills & Estate…

Thoughts on Wills & Estate Planning

Covers estate planning in Virginia and Maryland. By Scott R. Zucker.

http://estateplanninginfoblog.com
  • Jan 4

    Federal Estate and Gift Tax Rules for 2013, Including Example

    Federal Estate and Gift Tax Rules for 2013, Including Example
    By passing the American Taxpayer Relief Act of 2012 (“ATRA”), President Obama and Congress have agreed on a first step towards solving our fiscal cliff problem.  While neither Democrats or Republicans seem overly…
  • Dec 2

    My 21 Favorite Estate Planning Insults and Comeback

    My 21 Favorite Estate Planning Insults and Comeback
    When you achieve a certain level of success in estate planning law, complaining about the billboards, the yachts, the keys to the cities, the authorized (and unauthorized) documentaries about your life, etc. seems a bit petty. Then again, the…
  • Nov 30

    The Fiscal Cliff and Your Estate Planning (Part III): The Impact on You

    The Fiscal Cliff and Your Estate Planning (Part III): The Impact on You
    In the first post of this series, we discussed the fiscal cliff and its impact on our economy.  In the previous post, we covered the proposals most likely to be considered by Congress in the coming weeks.  In this final post of the…
Rank this Week: 300

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com
  • Apr 23

    What is an Affidavit of Heirship?

    What is an Affidavit of Heirship?
    When someone dies owning real estate, that property cannot be sold or transferred until the dededent’s name is removed from the title. Probate records become a link in the chain of title, demonstrating that the decedent’s property…
  • Apr 16

    The Importance of Estate Planning in Non-Traditional Familie

    The Importance of Estate Planning in Non-Traditional Familie
    I got a heartbreaking call this week from a woman whose fiancé had recently died. They had been a couple for many years, and were the parents of an infant son, but they had never gotten around to getting married. Her fiancé had…
  • Apr 9

    The Cost of a Do-It-Yourself Will

    The Cost of a Do-It-Yourself Will
    I have written before about the risks of do-it-yourself estate planning and explained how people who use do-it-yourself solutions end up with a false sense of security. They create documents that they believe will address their needs but wind…
Rank this Week: 599

Florida Probate Litigation

Florida Probate Litigation

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

http://www.flprobatelitigation.com/
Rank this Week: 482

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 22

    Mickey Rooney's Estate Finds Peace, But Will It Last?

    Mickey Rooney's Estate Finds Peace, But Will It Last?
    A mere five days after the Hollywood acting legend passed away in his sleep at the age of 93, the family of Mickey Rooney was set to appear in a Los Angeles courtroom to fight over where he should be buried. Just hours before the court…
  • Apr 2

    Whitney Houston's Family Is Fighting - Is Estate Money To Blame?

    Whitney Houston's Family Is Fighting - Is Estate Money To Blame?
    Whitney Houston’s family has been through its share of disagreements since the pop diva passed away on February 11, 2012. Early on, there was trouble at the funeral, sparking concerns of a feud with Bobby Brown. Recently, however, the…
  • Mar 5

    Philip Seymour Hoffman's Will Highlights Four Planning Pitfall

    Philip Seymour Hoffman's Will Highlights Four Planning Pitfall
    Oscar-winning actor, Philip Seymour Hoffman, died on February 2nd from a drug overdose. Recently, his long-time girlfriend and mother of his three children, Marianne O’Donnell, filed to open Philip Seymour Hoffman’s estate and to…
Rank this Week: 477

Asset Protection Law Journal

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com
  • Apr 14

    Asset Protection Strategies Can Have Significant Tax Consequence

    Asset Protection Strategies Can Have Significant Tax Consequence
    Asset protection requires expertise in many different areas of law.  One key area is litigation, since the ultimate test of any asset protection plan is how well it will hold up in court.  Asset protection attorneys must also have…
  • Mar 26

    Consider Converting an S Corporation to an LLC

    Consider Converting an S Corporation to an LLC
    Both corporations and LLCs provide asset protection in that the owner will generally not be responsible for debts of the entity.  But when it comes to protecting an owner’s personal assets from his or her personal creditors, an LLC…
  • Mar 25

    Trust Protector Can Provide Added Flexibility For An Irrevocable Trust

    Trust Protector Can Provide Added Flexibility For An Irrevocable Trust
    A recent article in the New York Times by John F. Wasik provides an excellent discussion of trust protectors.  Many states now allow for trust protectors - - someone other than the trustee who essentially provides some checks and…
Rank this Week: 561

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Apr 2

    Murdered Businessman Leaves Widow, Seven Children And No Will

    Murdered Businessman Leaves Widow, Seven Children And No Will
    Today's Daily News reports that Menachem Stark, a Brooklyn businessman and landlord who was murdered in January died intestate. While it appears that his partners may contribute to cover his substantial debts in a bankruptcy proceeding, his…
  • Mar 30

    Times Features Comprehensive Article on Trust

    Times Features Comprehensive Article on Trust
    The New York Times has published a rather comprehensive, if brief, overview of trusts. For those of you who find all of the acronyms we use to describe various trusts, this may prove to be very helpful. your  lawblogger would add a…
  • Nov 24

    Public Administrator Sues Beth Israel Hospital For 100 Million Dollars On Behalf of Hugette Clark Estate

    Public Administrator Sues Beth Israel Hospital For 100 Million Dollars On Behalf of Hugette Clark Estate
    For some time we have been following the bizarre story of Hugette Clark, the reclusive mining heiress who died in 2011 at the age of 104. She had lived for years in Beth Israel Hospital in Manhattan, running up hospital bills in the millions…
Rank this Week: 489

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 580

Massachusetts Estate Planning and…

Massachusetts Estate Planning and Elder Law

Discusses estate planning, elder law and health insurance matters in Massachusetts. By Leanna Hamil.

http://lhamillattorney.typepad.com/main/
  • Oct 10

    How Should I Divide My Assets?

    How Should I Divide My Assets?
    A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring…
  • Sep 18

    Leaving A Memo or Letter With Your Will

    Leaving A Memo or Letter With Your Will
    Your Will is the place where you distribute certain types of property after your death. Anything that has a joint owner (like a house or a bank account) or a named beneficiary (like a retirement plan or insurance policy) will pass to the…
  • Sep 10

    Changing Guardianship Nomination

    Changing Guardianship Nomination
    If you find yourself need to change the guardianship nominations for your children, there are some steps you need to take.  All parents of minor children (and parents of special needs children) should nominate guardians in legal documents so…
Rank this Week: 502

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 24

    Reverse Mortgages and Inheritance

    Reverse Mortgages and Inheritance
    Should beneficiaries of a potential inheritance be concerned if their elderly relative decides to get a reverse mortgage? Reverse mortgages are not the right choice for everyone. The New York Times recently reported how adult children are…
  • Apr 23

    Retirement Plans in Same-Sex Marriage

    Retirement Plans in Same-Sex Marriage
    Some retirement benefits only apply to spouses in a legal marriage. Since legal marriages are not recognized in every jurisdiction and the Windsor ruling granted federal recognition of same-sex marriages, how should retirement benefits be…
  • Apr 22

    5 Proposed Rules for Retirement Account

    5 Proposed Rules for Retirement Account
    Our tax attorneys covered several pending federal revisions in our Tax Changes for 2015, one of which affects retirement accounts. Retirement contributions and distributions may face new limits: Deduction and contribution caps. Under the…
Rank this Week: 792

Buffalo NY Attorneys Blog

Buffalo NY Attorneys Blog

Covers New York elder law, estate law, and real estate legal issues. By Robert Friedman.

http://www.wny-lawyers.com/blog/
  • Apr 24

    For How Long Will My Former Spouse Be Required To Pay Child Support?

    For How Long Will My Former Spouse Be Required To Pay Child Support?
    In most instances, the non-custodial spouse is required to pay child support until the child reaches the age of 21. That’s the requirement though, and doesn’t speak to common situations that families with young adult children deal…
  • Apr 24

    How Do We Cancel The Divorce If We’ve Decided To Reconcile?

    How Do We Cancel The Divorce If We’ve Decided To Reconcile?
    We see it all the time: Couples on the edge of divorce who, as they finally sit down and talk openly about their problems, realize that their marriage can be saved after all. The good news is that even if you’ve already filed and begun…
  • Apr 24

    Do I Have To Make My Child Attend Visitation If She Doesn’t Want To?

    Do I Have To Make My Child Attend Visitation If She Doesn’t Want To?
    The courts require that you not interfere in any way with your former spouse’s visitation, so it’s important that you encourage your child to attend. If your ex believes you are trying to keep your child away from them, it can…
Rank this Week: 665

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 23

    The Dangers of Do-it-Yourself Will

    The Dangers of Do-it-Yourself Will
    I often tell people that it MIGHT work out fine if they do their own will. Of course it might not. I like to tell people that we’ll find out after they die! Well, a recent Florida case emphasizes this … Continue reading…
  • Mar 26

    We fix $499 Trust

    We fix $499 Trust
    I was reading the paper the other day and I saw an ad for a $499 trust. This blog post is not specifically saying that trust company is bad because I have no idea. That $499 trust may be the … Continue reading →The post We fix…
  • Mar 17

    Ten characteristics of a good trustee

    Ten characteristics of a good trustee
    When I go through the estate planning questionnaire with a client I suggest they think long and hard before selecting their trustee. In fact, if they hesitate for a split second when naming someone I ask about it. For example, ……
Rank this Week: 1047

Western New York Elder Law Blog

Western New York Elder Law Blog

Covers New York estate planning, probate, elder law and health care issues. By Dutcher & Zatkowsky.

http://www.dutcher-zatkowsky.com
  • Apr 23

    New York Estate Tax Changes Have Unintended Outcome

    New York Estate Tax Changes Have Unintended Outcome
    Changes in estate tax rules approved in New York this month were supposed to help those with estates valued up to $5 million and keep things the same for those worth more, with the top rate remaining at 16 percent. But an article in…
  • Apr 16

    Nip Inheritance Feuds In The Bud

    Nip Inheritance Feuds In The Bud
    Fighting over money, stocks or other valuable assets is common among family members after a relative dies. But the most heated, knock down, drag out fights are often over worthless trinkets. Go figure. At least half of lawsuits over…
  • Apr 9

    Long Term Care Insurance Pitfall

    Long Term Care Insurance Pitfall
    Watch out when shopping for long term care insurance. Long term care costs are out of sight and can fast erase one’s savings, so many boomers are now seeking to buy long term care insurance. But what are they buying? It can be…
Rank this Week: 920

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 21

    How to Select a Trustee for Your California Revocable Trust

    How to Select a Trustee for Your California Revocable Trust
    Selecting the proper Trustee for your California Trust is critical is you want your estate to stay out of the Court system.  Over half of the Trust litigation we work on everyday invokes a bad Trustee doing bad things.  In this…
  • Apr 3

    Oops--The Unintended Will Revocation

    Oops--The Unintended Will Revocation
    Did you know that there are situations where you could revoke your Will without meaning to do so?  In this video I discuss the unintened Will revocation:     For our email subscribers: please click the title to view this video…
  • Apr 3

    Oops–The Unintended Will Revocation

    Oops–The Unintended Will Revocation
    Did you know that there are situations where you could revoke your Will without meaning to do so?  In this video I discuss the unintened Will revocation:     For our email subscribers: please click the title to view this video…
Rank this Week: 1130

Rule of Law

Rule of Law

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

http://rulelaw.blogspot.com/
  • Apr 19

    Bill 14 - Justice Statutes Amendment Act, 2014, Amending WESA, has Passed and Been Given Royal Assent

    Bill 14 - Justice Statutes Amendment Act, 2014, Amending WESA, has Passed and Been Given Royal Assent
    Bill 14, which contains an amendment to section 2 (2) of the Wills, Estates and Succession Act , has passed, and was given Royal Asset on April 9, 2014. Section 2 (2) sets out when people cease to be spouses for the purpose of the Act. You…
  • Apr 13

    Notice of Dispute

    Notice of Dispute
    In British Columbia, under the new probate rules, if you wish to dispute the validity of a will, and oppose a grant of probate or of administration of the will, you may file a notice of dispute before the Supreme Court of British Columbia…
  • Apr 6

    Bentley v. Maplewood Seniors Care Society

    Bentley v. Maplewood Seniors Care Society
    Margaret Anne Bentley lives in the Maplewood care facility in the Fraser Valley of British Columbia. She was diagnosed with Alzheimer’s disease in 1999, and her condition has deteriorated to the point where she moves little, does not…
Rank this Week: 984

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: 721

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: 811

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Apr 10

    April Fredericksburg Business Forum Event: How to Write and Publish a Book!

    April Fredericksburg Business Forum Event: How to Write and Publish a Book!
    Who: If you are a business owner, business development professional, or just interested in what it takes to write and publish a book, this event is for you! What: I have written two books which have generated substantial returns for my…
  • Apr 8

    The Police Are Scanning You

    The Police Are Scanning You
    Have you seen those police cars with huge cameras on the trunk? They’re scanning your license plates. These automated license plate readers have been a fairly hot topic in Virginia for the past couple of years. The Attorney General even…
  • Apr 4

    Is Your Lawyer Waiving Your Rights?!

    Is Your Lawyer Waiving Your Rights?!
    If you’re charged with a crime in Virginia, you have the right to confront the witnesses against you. If there’s a scientific certificate of analysis at issue in the case, your confrontation right includes the people who actually…
Rank this Week: 709

Pennsylvania Fiduciary Litigation

Pennsylvania Fiduciary Litigation

Insights and and commentary from a trusts and estates lawyer and expert witness. By Patti Spencer of Spencer Law Firm.

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

    Enforcement of Arbitration Clauses in Trust

    Enforcement of Arbitration Clauses in Trust
    Ever since George Washington included arbitration provisions in his will, this idea has kicked around.  Washington's will contained this language: "That all disputes (if unhappily they should arise) shall be decided by three impartial…
  • Sep 16

    Why not mediate trust and estate disputes?

    Why not mediate trust and estate disputes?
    "Discourage litigation. Persuade your neighbors to compromise whenever you can. Point out to them how the nominal winner is often a real loser – in fees, expenses and waste of…
  • Aug 5

    Decanting News - Decant Without a Statute

    Decanting News - Decant Without a Statute
    On July 29, 2013, in the case of Morse v. Kraft the Supreme Judicial Court of Massachusetts held that the Trustee of an irrevocable trust in which the Trustees had full discretion to distribute trust principal "for the benefit…
Rank this Week: 813

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

Discusses recent cases and developments pertaining to New York trusts and estates law. By Farrell Fritz.

http://www.nyestatelitigationblog.com/
  • Mar 28

    How “Absolute” is Absolute Discretion?

    How “Absolute” is Absolute Discretion?
    Whether a trust purports to exonerate a trustee from liability or grants him absolute discretion to make distributions, trustees often believe that the language in a trust instrument is ironclad. Frank Santoro addresses this misconception in…
  • Feb 13

    Appellate Division: Issue of Fact Prevents Summary Disposition of Abandonment Allegation

    Appellate Division: Issue of Fact Prevents Summary Disposition of Abandonment Allegation
    Eric Penzer recently discussed a case where constructive abandonment was asserted to disqualify a surviving spouse from an elective share. In our latest entry, Eric addresses a decision regarding actual abandonment as the basis for…
  • Feb 13

    Appellate Division: Issue of Fact Prevents Summary Disposition of Abandonment Allegation

    Appellate Division: Issue of Fact Prevents Summary Disposition of Abandonment Allegation
    My most recent blog post, titled No Sex, No Elective Share?, discussed a recent case involving allegations of constructive abandonment as a basis for disqualifying a surviving spouse from receiving an elective share. In that post, I also…
Rank this Week: 735

Kevin A. Pollock BLAWG

Kevin A. Pollock BLAWG

Covers wills, trusts & estates, guardianships, tax and asset protection planning.

http://willstrustsestates.blogspot.com/
  • Mar 14

    Excellent Guide on International Estate and Inheritance Taxe

    Excellent Guide on International Estate and Inheritance Taxe
    While I have not had a chance to review it thoroughly to confirm its accuracy, I note that the accounting firm, Ernst & Young, has posted a detailed analysis of the estate and inheritance tax laws of almost every country in this…
  • Mar 10

    Calculating NJ Executor Commission

    Calculating NJ Executor Commission
    From time to time, people ask me about executor's commissions and trustee's commissions in New Jersey.  Because it is a bit complex, I have broken it down into two posts and I will focus on commissions for executors and administrators…
  • Mar 10

    Calculating Trustee Commissions in NJ

    Calculating Trustee Commissions in NJ
    From time to time, people ask me how executor's commissions and trustee's commissions should be calculated.  I have already written a post on calculating executor and administrator commissions, so this post will focus on Trustee…
Rank this Week: 979

Massachusetts Estate Planning,…

Massachusetts Estate Planning, Probate & Elder Law

Features a blend of common sense info for clients and family caregivers and in-depth probate, tax and Medicaid analysis for lawyers & CPAs. By Brian E. Barreira.

http://elderlaw.info/
Rank this Week: 899

California Estate Lawyer Blog

California Estate Lawyer Blog

Covers topics such as accounting, breach of fiduciary duty, breach of trust, elder abuse, intestacy, trust litigation, and undue influence. By Theodore M. Hankin.

http://www.californiaestatelawyerblog.com/
  • Feb 1

    When Litigating a Will or Trust Contest in California, What Evidence do I look for?

    When Litigating a Will or Trust Contest in California, What Evidence do I look for?
    A typical case will involve a family member contacting me to complain about the dispositions in a will or trust of a deceased relative, with allegations that another family member or a caregiver "got" to the deceased relative to unduly…
  • Feb 1

    Undue Influence in California Will and Trust Contest

    Undue Influence in California Will and Trust Contest
    California defines undue influence in the Civil Code. Specifically, Civil Code Section 1575 states: "Undue influence consists: 1. In the use, by one in whom a confidence is reposed by another, or who holds a real or apparent authority over…
  • Nov 12

    How to Contest a Will In California

    How to Contest a Will In California
    There are times when a will is challenged in California. There are many reason why this happens and the law sets forth the procedures to follow in making a challenge. Some reasons a will may be challenged include: The will is…
Rank this Week: 650

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/blog/
  • Jan 8

    Downton Abbey Demonstrates Importance of Estate Planning

    Downton Abbey Demonstrates Importance of Estate Planning
    The Season 4 premiere of Downton Abbey aired in the U.S. this week on PBS. (The series is produced in England and Season 4 aired in the U.K. in 2013.) Downton Abbey is a series about a fictional aristocratic family living on an estate in the…
  • Jan 6

    Role Reversal: Discussing Estate Planning With Aging Parent

    Role Reversal: Discussing Estate Planning With Aging Parent
    The parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However, this dynamic can shift as parents get older and children become adults. This becomes…
  • Jan 3

    7 Tactics for Improving Your Law Firm’s Local Search Ranking

    7 Tactics for Improving Your Law Firm’s Local Search Ranking
    According to Google, 97% of consumers search online for local businesses. As an attorney looking for local clients, local SEO should be part of your online marketing strategy. When your prospects perform an online search, the results are…
Rank this Week: 1154

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 871

Ohio Social Security Disability…

Ohio Social Security Disability Blog

Covers family law, criminal law, and social security SSD/SSI ssues in Ohio. By the Law Offices of John T. Nicholson.

http://www.johntnicholson.com/ohiolawblog/
  • May 26

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job
    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job  SSR 64-47c The claimant, a high school graduate who had worked in various capacities in carpentry, including foreman and…
  • Mar 24

    Social Security disability rules for Lupu

    Social Security disability rules for Lupu
    How to win my disability case for a lupus diagnosis? Systemic lupus erythematosus, or simply lupus, is evaluated in the immune system section of the Disability Evaluation Under Social Security disability handbook, more commonly known as the…
  • Feb 10

    Delays in Ohio Social Security Disability claims hurt claimant

    Delays in Ohio Social Security Disability claims hurt claimant
    Social Security Disability Delays Impact Vulnerable Patients Unfortunately it is becoming all to common for those applying for Social Security Disability benefits to suffer delay after delay while their claims languish in a bureaucratic mess…
Rank this Week: 616

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: 805

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Apr 24

    3 Estate Planning Tips to Keep in Mind

    3 Estate Planning Tips to Keep in Mind
    When people in North Dakota and Minnesota start estate planning, they can count on their estate planning lawyer to guide them through the entire process. The choices you make with your plan will have to be protected by creating the…
  • Apr 22

    Portability and Your Estate Taxe

    Portability and Your Estate Taxe
    A lot of people are concerned that the government will take some or all of the property they leave behind because of estate taxes. Sometimes referred to as a “death taxes,” the estate tax is a federal tax that applies to property…
  • Apr 15

    3 Tips for Incapacity Planning

    3 Tips for Incapacity Planning
    If you live in North Dakota or Minnesota and have considered what might happen if you one day become ill or injured, you need to develop an incapacity plan. Incapacity planning involves making a number of decisions that will take a fact…
Rank this Week: 2547

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Apr 24

    The Risks Of Giving Your Home To Your Children

    The Risks Of Giving Your Home To Your Children
    Some parents consider transferring ownership of their homes to their children. Why? Many believe that it is a classic win-win situation. They can continue to live in the house, while at the same time reduce the value of their estate ……
  • Apr 19

    The Bravery of Living With Parkinson’s Disease

    The Bravery of Living With Parkinson’s Disease
    The Bravery of Those Living With Parkinson’s Disease I am spectacularly unqualified to discuss Parkinson’s disease. I don’t have it myself, and there are no close family members of mine living with it. Even so, I’ve…
  • Apr 17

    Do You Need A Lawyer To Create A Will?

    Do You Need A Lawyer To Create A Will?
    Sure, you can create a will without a lawyer. There are even a number of downloadable documents online, and software programs available from your nearest electronics store, to help you do it. However, a recent article in the ABA Journal…
Rank this Week: 4498

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 24

    Idaho Estate Planning - Ostrich Approach is Unwise

    Idaho Estate Planning - Ostrich Approach is Unwise
    When you blog about personal finance for people over 50, every so often you need to write a scold post. This is one of those times. Please stop taking an ostrich approach to estate planning.
  • Apr 23

    Idaho Estate Planning - Deciding to Disinherit!

    Idaho Estate Planning - Deciding to Disinherit!
    Disinheritance is a profound element of an estate plan. It can be triggered by a single, specific event, or result from the lifelong flaws of a relationship. For example, a parent may decide to remove one child as a residuary beneficiary…
  • Apr 22

    Idaho Estate Planning - Traditional or Roth IRA?

    Idaho Estate Planning - Traditional or Roth IRA?
    Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's retirement goals.
Rank this Week: 2941

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
Rank this Week: 3026

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Apr 24

    Biggest Mistake And Benefits Of Estate Planning

    Biggest Mistake And Benefits Of Estate Planning
    Estate planning involves organizing your personal and financial affairs in case of mental incapacity or death. An article on foxbusiness.com, says the the biggest mistake you can make is to plan improperly or not plan at all. But with the…
  • Apr 17

    Planning Investments Designed To Outlive You

    Planning Investments Designed To Outlive You
    What if you die unexpectedly? Will your spouse know what to do with your investments? Because many don’t, some investors are setting up what are known as income producing “survivor portfolios” to take care of their spouses…
  • Apr 10

    Stop Inheritance Feuds Before They Start

    Stop Inheritance Feuds Before They Start
    Family members routinely fight over cash, stocks and other large assets after a relative dies. But some of the most bitter fights are over trinkets. More than half of lawsuits over inheritances involve items worth less than 10 percent of a…
Rank this Week: 3166

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Apr 24

    Estate Planning: Don’t Do It Alone

    Estate Planning: Don’t Do It Alone
    “Nothing can be said to be certain, except death and taxes.” – Benjamin Franklin This quote by Benjamin Franklin is probably the most succinct and accurate statement as to why estate planning is best carried out with the…
  • Apr 10

    CREATIVE CHARITABLE GIVING – BEYOND CASH DONATIONS

    CREATIVE CHARITABLE GIVING – BEYOND CASH DONATIONS
    Charitable giving is an American tradition, and Americans give to charitable organizations at high levels. Gifts in the form of donations of cash remain the favorite vehicle for positively impacting charities of personal significance. …
  • Apr 3

    The Blind Side: Former South Carolina Gamecock Coach’s Children Claim Undue Influence in Probate

    The Blind Side: Former South Carolina Gamecock Coach’s Children Claim Undue Influence in Probate
    SEC football is known for its national championships, sensational athletes, and jaw-dropping hits. With this in mind, it is no surprise that the children of Jim Carlen, former coach of the South Carolina Gamecocks, are fighting back after…
Rank this Week: 4438

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 24

    Hull on Estates #375 – Estate trustees during litigation

    Hull on Estates #375 – Estate trustees during litigation
    Listen to Hull on Estates #375 – Estate trustees during litigation Today on Hull on Estates, Josh Eisen and Jonathon Kappy discuss the authorities and duties of estate trustees during litigation. If you have any questions, please email…
  • Apr 23

    Over-Medication of Long-Term Care Resident

    Over-Medication of Long-Term Care Resident
    According to a study released earlier this month by the Ministry of Health and Long-Term Care, up to one third of residents at Ontario long-term care facilities are being prescribed dangerous antipsychotics and sedatives.  The study…
  • Apr 21

    The Importance of a Power of Attorney – OBA’s Power of Attorney Month

    The Importance of a Power of Attorney – OBA’s Power of Attorney Month
    Who will make decisions for you when you are unable to make decisions for yourself? It is almost inevitable that a point will come in your life when you can no longer make important decisions regarding your finances and personal care. By…
Rank this Week: 2180

PVW Estate Planning, Business…

PVW Estate Planning, Business Succession Planning & Asset Protection Planning Blog

Covers current issues affecting and strategies regarding estate, business succession, and asset protection planning. By Parsonage Vandenack Williams LLC.

http://www.pvwestateplanning.wordpress.com/
  • Apr 24

    How Can I Leave My Estate to My Spouse Free of Estate Taxes?

    How Can I Leave My Estate to My Spouse Free of Estate Taxes?
    The federal government permits an unlimited marital deduction so you can transfer all of your assets, if you wish, to your spouse. Sometimes in planning it is better to use a marital deduction trust in part and use the equivalent…Read…
  • Apr 23

    Should I Have a Power of Attorney for Health Care?

    Should I Have a Power of Attorney for Health Care?
    In general, what a power of attorney for healthcare does is to create an agent that will be between you and the health care system at such a time that you become incapable of making your health care decisions. There…Read more ›
  • Apr 22

    Tax Court Rules Trusts Can Be Real Estate Professional

    Tax Court Rules Trusts Can Be Real Estate Professional
    The United States Tax Court has recently released a decision in Frank Aragona Trust v. Commissioner that will affect tax planning for many trusts that own businesses or hold real estate. In that case, a trust operated rental real…
Rank this Week: 2799

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Apr 24

    Thought for the Day:

    Thought for the Day:
    You miss 100% of the shots you don’t take. Wayne Gretzsky
  • Apr 23

    The Basics: What an Estate Plan i

    The Basics: What an Estate Plan i
    Recently, it struck me that as an estate planning attorney I often do a poor job of adequately explaining the fundamentals of estate planning on this blog. I try to explain the basics for people here, but I often make the mistake of assuming…
  • Apr 22

    Texas History – Did You Know that the Texas Navy was Rented to Another Country?

    Texas History – Did You Know that the Texas Navy was Rented to Another Country?
    In 1841, Mirabeau B. Lamar, president of the Republic of Texas, made an alliance with Yucatan, which was then in revolt, to rent out the Texas navy (all three ships) for $8,000 a month. When Sam Houston was inaugurated, he promptly ordered…
Rank this Week: 2762

New Jersey Lawyers Blog

New Jersey Lawyers Blog

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

http://www.newjerseylawyersblog.com/
  • Apr 24

    When is "Time of the Essence" in a New Jersey Residential Real Estate Contract

    When is "Time of the Essence" in a New Jersey Residential Real Estate Contract
    Buyers and sellers often think that they will be closing on the purchase or sale of a house on the closing date written in the contract for sale. However, in New Jersey, the closing date is not an "essential" term of the contract. Either…
  • Apr 22

    New Jersey Home Purchase Closing

    New Jersey Home Purchase Closing
    Finding a home you want to buy and making an offer which is accepted by the seller is only the beginning of the process to purchase a home in New Jersey. The next step is signing a contract to purchase the home. The contract is a written…
  • Apr 17

    New Jersey's Sales Tax Exceptions and Anomalie

    New Jersey's Sales Tax Exceptions and Anomalie
    Sales taxes are an inevitable part of life in New Jersey, and indeed, across the country. Sales taxes make it possible for the state to fund important government programs and operations such as transportation infrastructures, aid to schools…
Rank this Week: 3641

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 24

    Charitable Foundations Closing Down For "Good" / Overland Park, KS

    Charitable Foundations Closing Down For "Good" / Overland Park, KS
    Sometimes good things are built to last, and sometimes you decide it has runs its course. This seems to be the growing attitude amongst philanthropists tending to the family foundation.
  • Apr 22

    Invaluable Easement Valuations / Overland Park, KS

    Invaluable Easement Valuations / Overland Park, KS
    Knowing something is of value is one thing. However, being able to prove the value is another kettle of fish.
  • Apr 21

    Reverse Mortgage Realities / Overland Park, KS

    Reverse Mortgage Realities / Overland Park, KS
    The reverse mortgage has its benefits, especially for many retirees needing some additional cash to make ends meet in the current interest rate environment. However, as the financial community has been quick to point out, there are also some…
Rank this Week: 4828

The Zimmer Law Firm

The Zimmer Law Firm

Covers elder law, estate planning, Medicaid, probate, wills and trusts.

http://www.zimmerlawfirm.com/blog/
  • Apr 24

    Who Is Your Probate Attorney?

    Who Is Your Probate Attorney?
    The ideal estate plan is going to be constructed in a way that leaves behind a turnkey situation for your loved ones. You should first execute all of the appropriate estate planning documents to express your wishes. At the same time, you…
  • Apr 22

    Cincinnati Legacy Planning: What Steps Can I Take to Preserve My Legacy?

    Cincinnati Legacy Planning: What Steps Can I Take to Preserve My Legacy?
    Your legacy will live on after you pass away if you take the right steps to preserve it. There are many different things that you can do to have an influence even after you are gone. In this post, we will take a look at three steps you can…
  • Apr 21

    Autism Expo

    Autism Expo
    The Zimmer Law Firm participated in the Autism Expo this weekend.  What did you do?
Rank this Week: 3546

Law Office of Barton P. Levine

Law Office of Barton P. Levine

Covers New York estate planning, probate and wills.

http://www.new-york-estate-planning.com/blog/
  • Apr 24

    Within One Will, Lessons on What not to Do

    Within One Will, Lessons on What not to Do
    For those with considerable wealth, they’re seemingly always surrounded by financial and legal people, all with sound advice. When you’re a celebrity, multiply it by ten. That’s why it’s difficult to understand…
  • Apr 24

    The Complexity of New York’s New Estate Tax Exemption

    The Complexity of New York’s New Estate Tax Exemption
    Initially, when news broke that New York was doubling its estate tax exemption, many breathed a sigh of relief. For some, though, it was a short lived sigh of relief. Here’s a breakdown of the pros and cons that many who are planning…
  • Apr 23

    Former Marine Fights for Her Partner — A German Shepherd Named Rex

    Former Marine Fights for Her Partner — A German Shepherd Named Rex
    Dogs have long been referred to as “man’s best friend.” A service dog can be more than a friend — it can be your partner and protector. Take, for example, the case of Marine Cpl. Megan Leavey and her canine partner…
Rank this Week: 3535

epilawg

epilawg

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

http://epilawg.com/
  • Apr 24

    Estate Planning Myth #6: I must avoid probate

    Estate Planning Myth #6: I must avoid probate
    This issue varies significantly based upon where you live. In Minnesota, unlike some other jurisdictions, the probate avoidance opportunity doesn’t always rise to the level of necessity. The benefits of avoiding probate include: not…
  • Apr 22

    Estate Planning Myth #5: Equal is Fair

    Estate Planning Myth #5: Equal is Fair
    I have noticed that many clients use the words “equal” and “fair” interchangeably in the discussion around leaving assets (especially to children and grandchildren). Unfortunately, when thinking through the…
  • Apr 16

    Estate Planning Myth #4: Anyone can write a simple will

    Estate Planning Myth #4: Anyone can write a simple will
    This is somewhat correct: I clearly remember reading anomalous cases in law school about concepts like Holographic Wills and whether something as simple as “I leave everything to my wife” is a Will. A gentle […]Estate…
Rank this Week: 4643