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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 3

    There Are Three Retirement Loopholes That Are Probably Going Away

    There Are Three Retirement Loopholes That Are Probably Going Away
    People use a number of tricks and tips to grow retirement benefits and bypass certain taxes. As these tricks or “loopholes” become more common the government may end up cracking down on some of them. Here are three retirement loopholes...
  • Jul 3

    IRS Issues Final Regulations On The Portability Of Unused Exclusion Amount

    IRS Issues Final Regulations On The Portability Of Unused Exclusion Amount
    Portability lets a surviving spouse carry over any portion of the deceased spouse’s unused exclusion (DSUE) to shield more assets from estate taxes. It is a new provision that has been confusing lawyers, CPA’s, and their clients since it…
  • Jul 3

    Brevity Is The Soul Of... An Obituary?

    Brevity Is The Soul Of... An Obituary?
    A man in Fargo, North Dakota had a strange request for his eventual death, he only wanted a two word obituary that said "Doug died." The man felt that going on about where you work, and the like, after death...
Rank this Week: 65

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: 73

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/
  • Jul 3

    Hull on Estates #422 – Best Practices for Civil Trial

    Hull on Estates #422 – Best Practices for Civil Trial
    Today on Hull on Estates, Jonathon Kappy and Doreen So discuss The Advocates Society’s Best Practices for Civil Trials and the resources on our new Hull & Hull website. Should you have any questions, please email us at…
  • Jul 3

    Guardianship Applications – The Perspective of the Public Guardian and Trustee (PGT)

    Guardianship Applications – The Perspective of the Public Guardian and Trustee (PGT)
    It is helpful in assisting our clients in statutory guardianship matters to get the PGT’s perspective. Dermot C.G. Moore did so in his paper presented at the Six-Minute Estates Lawyer on May 6, 2015. In it he comprehensively reviews the…
  • Jul 2

    In Terrorem Clause

    In Terrorem Clause
    The objective of an in terrorem clause is to restrict a bequest made in a will, by prohibiting litigating issues relating to the will.  If a lawsuit is pursued, the testator’s wish is that the gift not be made.  While some…
Rank this Week: 218

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: 273

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • May 14

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust
    Nassau County Surrogate Edward McCarty III likes to begin his weekly Wednesday calendar call with a folksy chat to the usually packed courtroom. This week, the judge lamented the recent decision of the state to make new staff cuts of court…
  • Apr 19

    Digital Life After Death, A Question For The Future

    Digital Life After Death, A Question For The Future
    Your lawblogger recently attended a seminar given by Evan Carroll, the author of  “Your Digital Afterlife”,  a book speaking to the growing issues that have arisen as our activities on line have continued to branch out…
  • 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…
Rank this Week: 317

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: 360

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Jul 1

    [VIDEO] Fight Searches Based on Odor of Marijuana

    [VIDEO] Fight Searches Based on Odor of Marijuana
    One of the main questions that comes up in a lot of marijuana cases that I defend is that the officer claims they smell the odor of marijuana, and that’s what gives them the right to search. Can you fight that kind of a search? Well,…
  • Jun 30

    Can the Handheld Breath Test be Used Against You in Court?

    Can the Handheld Breath Test be Used Against You in Court?
    There’s three steps for DUI which I explain when you contact my office and we will analyze your case together. One question is does the officer have a good reason to arrest you. That’s where the hand held breath test comes in. If…
  • Jun 26

    Is Cruise Control a Defense for Virginia Reckless Driving?

    Is Cruise Control a Defense for Virginia Reckless Driving?
    No. Virginia requires that you are in control of your vehicle and you can be punished for whatever you do behind the wheel, however you’re controlling it. The simple fact that you had cruise control set when you are accused of reckless…
Rank this Week: 384

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • Jun 13

    ABC Predicts NY City Under Water by June 2015

    ABC Predicts NY City Under Water by June 2015
    ABC News:  “NYC Under Water from Climate Change By June 2015.  New York City underwater? Gas over $9 a gallon? A carton of milk costs almost $13? Welcome to June 12, 2015. Or at least that was the wildly-inaccurate version of…
  • Jun 5

    NOAA Fiddles with Climate Data to Erase 15-Year Global Warming ‘Hiatus’

    NOAA Fiddles with Climate Data to Erase 15-Year Global Warming ‘Hiatus’
    The Daily Caller:  “National Oceanic and Atmospheric Administration scientists have found a solution to the 15-year ‘pause’ in global warming: They ‘adjusted’ the hiatus in warming out of the temperature…
  • Jun 5

    When It’s a Crime to Withdraw Money From Your Bank

    When It’s a Crime to Withdraw Money From Your Bank
    New York Times:  “Dennis Hastert has not been indicted on a charge of sexual abuse, nor has he been indicted on a charge of paying money he was not legally allowed to pay. The indictment of Mr. Hastert, a former House speaker,…
Rank this Week: 390

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: 417

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/
  • Jun 22

    What's Driving The B.B. King Estate Feud?

    What's Driving The B.B. King Estate Feud?
    The late Riley B. King — better known as blues legend B.B. King — often said that the only woman in his life was his guitar, Lucille. But that wasn’t exactly true. King estimated that he had 15 children by 15 different…
  • Jun 19

    Casey Kasem's Daughter Fights For New Guardianship Visitation Law

    Casey Kasem's Daughter Fights For New Guardianship Visitation Law
    Kerri Kasem, the daughter of the late American Top 40 DJ, Casey Kasem, has been on a mission to make sure what happened to her and her siblings does not happen to others. When her father’s health deteri orated from Parkinson’s…
  • Jun 18

    Celebrity Legacies: Aaron Spelling Left Behind Massive Fortune & A Broken Family

    Celebrity Legacies: Aaron Spelling Left Behind Massive Fortune & A Broken Family
    What would it be like to grow up in a 123-room mansion in a swanky Los Angeles suburb, rubbing elbows with celebrities, and buying anything you want? Sounds pretty great -- unless it was all taken away from you as an adult. As Tori Spelling…
Rank this Week: 459

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: 452

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/
  • Jun 28

    What Does Section 155 of the Wills, Estates and Succession Act Really Mean?

    What Does Section 155 of the Wills, Estates and Succession Act Really Mean?
    Does section 155 (1)(a) of the Wills, Estates and Succession Act permit an executor or administrator to distribute an estate within 210 days of a grant of probate or letters of administration with will annexed without the consent of a…
  • Jun 20

    Leah Schurian Joins Sabey Rule LLP

    Leah Schurian Joins Sabey Rule LLP
    I am pleased to write that Leah Schurian has joined our firm.While I write frequently about estate disputes, Leah is focused on avoiding disputes through good planning, including estate and business planning. Good planning also…
  • Jun 7

    Limitation Period for Contesting the Validity of a Will

    Limitation Period for Contesting the Validity of a Will
    What is the limitation period for bringing a claim in British Columbia for contesting the validity of a will under the new Limitation Act?Perhaps the Limitation Act, SBC 2012, c. 13, is not that new anymore, having come into effect over two…
Rank this Week: 558

Cooper Elder Law

Cooper Elder Law

Covers Ohio estate planning, nursing home protection and qualifying for veterans benefits. By Thom L. Cooper Company, LPA.

http://cooperelderlaw.com/our-blog/
  • Jun 8

    Cooper, Adel & Associates Names Daniel H. Vu Partner

    Cooper, Adel & Associates Names Daniel H. Vu Partner
    Founder Thom L. Cooper and Managing Partner Mitchell J. Adel are pleased to announce the appointment of Daniel Vu as partner in the law firm of Cooper, Adel and Associates. Vu will lead the development of the firm’s advance estate…
  • Apr 22

    Earth Day is a good opportunity to fertilize your estate plan.

    Earth Day is a good opportunity to fertilize your estate plan.
    By Attorney Ted Brown Earth Day is one of my favorite times of the year as it marks the dawn of spring and reminds us of the natural wonder of seasonal renewal. It gives us the opportunity to pause and reflect on not only the pristine beauty…
  • Apr 7

    Ohio Under Fire Over Medicaid Regulation

    Ohio Under Fire Over Medicaid Regulation
    By Attorney Nathan Simpson In a recent opinion in the case Wagner v. McCarthy, a judge from the Federal District Court for Southern Ohio issued a preliminary injunction against the Ohio Department of Medicaid for its interpretation of federal…
Rank this Week: 569

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: 574

New York Trusts & Estates Law…

New York Trusts & Estates Law Blog

Covers New York wills, trusts, estates, and elder law. By Saul Elnadav.

http://trustsestateslaw.com
Rank this Week: 592

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 619

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • May 16

    Court Makes it Easier for DMV to Suspend License After a California DUI

    Court Makes it Easier for DMV to Suspend License After a California DUI
    As if it wasn’t very easy enough for the DMV to suspend a vehicle driver’s certificate following a California DUI arrest. Remember my countless publishing on the uphill and one-sided procedure that is the DMV’s management…
  • May 9

    Why You Need To Work With A Criminal Attorney

    Why You Need To Work With A Criminal Attorney
    To make sure that you get the finest treatment possible, it is crucial that you work with the right criminal protection lawyer to represent you. No matter what you are being asked for with, the appropriate legal representative could make a…
  • May 2

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company
    You’re not obtaining the outcomes you desire from your Search Engine Optimization firm, but you’re not sure exactly just what the trouble is. You even question if it could be you, as well as not the Search Engine Optimization…
Rank this Week: 662

FLG Trusts & Estates Reporter

FLG Trusts & Estates Reporter

Covers trusts, estate planning, asset protection, and probate, with particular focus on Mississippi, Alabama, and Florida. By Fortenberry Law Group PLLC.

http://www.fortenberrylaw.com
  • Oct 29

    Rights of Stepchildren to Assets of a Deceased Parent in Probate

    Rights of Stepchildren to Assets of a Deceased Parent in Probate
    Here’s a scenario that I get so often that it deserves its own blog post:  Dad dies. Stepchildren claim that stepmother is taking dad’s assets and not communicating with them. Stepmother claims that all of the marital assets…
  • Oct 22

    Formal Florida Probate Administration in 10 Step

    Formal Florida Probate Administration in 10 Step
    Of the various types of Florida probate proceedings, formal administration is the most common.  Like any probate matter, Florida probate administration can vary depending on the size of the estate, the decedent’s asset…
  • Jul 31

    Louisiana Successions and Inheritance Taxe

    Louisiana Successions and Inheritance Taxe
    Executors of Louisiana successions need to know whether or not inheritance taxes are owed.  If so, failure to pay the inheritance taxes could open the executor up to personal liability. The application of the Louisiana inheritance tax…
Rank this Week: 667

Future of the Federal Estate Tax

Future of the Federal Estate Tax

Covers estate tax reform. By Hani Sarji.

http://mhs.typepad.com/threepointfive-45/
  • Jul 4

    [EOC]Let Freedom Ring With Gift Of Firearm

    [EOC]Let Freedom Ring With Gift Of Firearm
    My previous post highlights how Americans are generous, despite a challenging economy. An earlier post mentioned that donating firearms could help the donor, the donor’s family, the charitable organization, and all Americans who get a…
  • Jul 4

    [EOC]Americans Are Generous, Despite Economy

    [EOC]Americans Are Generous, Despite Economy
    A recent report highlights the generosity of Americans. Giving USA 2011: The Annual Report on Philanthropy for the Year 2010 finds that Americans contributed about 2 percent of disposable income in 2010. The executive summary of the report…
  • Jul 4

    [EOC]The Most Important Historical Gun In History Of United State

    [EOC]The Most Important Historical Gun In History Of United State
    I have been researching estate planning for firearms, and I came across a video that is worth sharing today, a day on which we celebrate the United States and reflect on its history. The video is about the Girandoni air rifle, which is on…
Rank this Week: 692

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/
  • Jul 1

    What is a GRAT?

    What is a GRAT?
    A GRAT is a Grantor Retained Annuity Trust and is a special type of irrevocable trust that allows the settlor, or trust maker, to transfer assets to this trust and receive an annual annuity payment for a certain amount of years. When the term…
  • Jun 30

    How to terminate a rental agreement in Florida

    How to terminate a rental agreement in Florida
    If a tenant does not pay rent in Florida, a landlord can evict the tenant if he or she follows the correct procedures as defined in the Florida statutes. Florida law no longer allows “self-help” evictions, which few states…
  • Jun 30

    Funding a trust with out of state property

    Funding a trust with out of state property
        A living trust, revocable trust, or asset protection trust can be a great estate planning tool that offers a number of benefits, such as allowing assets to pass to beneficiaries without going through probate and avoid the claims…
Rank this Week: 749

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/
  • Jun 27

    Association Master Trusts: De Facto Trustee

    Association Master Trusts: De Facto Trustee
    According to court filings, the reorganization plans for the Wisconsin Master Trust and California Master Trust each seek to eliminate ‘de facto trustee’ relationships that allowed the respective associations’ executives to…
  • Jun 21

    Transparency:The Curious Case of the Missouri Funeral Trust

    Transparency:The Curious Case of the Missouri Funeral Trust
    In his final report to the court, the Wisconsin Master Trust receiver proposed a new trust agreement that is intended to provide “transparency, accountability, oversight and prudence”.   Similarly, the California…
  • Jun 14

    State Master Trusts: Plans of Reorganization

    State Master Trusts: Plans of Reorganization
    Two of the country’s largest association ran master trusts now have pending plans of reorganization.  On May 14th, the receiver appointed for the Wisconsin Master Trust filed a Final Report that outlined to a court his…
Rank this Week: 718

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/
  • Jul 2

    A Kings Workers Compensation Lawyer

    A Kings Workers Compensation Lawyer
    “An insurer's duty to defend is broader than its duty to indemnify, such that an insurer may be obligated to defend its insured even if, at the conclusion of an underlying action, it is found to have no obligation to indemnify its…
  • Jun 29

    A Kings Workers Compensation Lawyer

    A Kings Workers Compensation Lawyer
    A Kings Workers Compensation Lawyer said that, in an action to recover damages for personal injury, and a third-party action, inter alia, for a judgment declaring that the third-party defendant Insurance Company is obligated to defend and…
  • Jun 27

    A Kings Premises Liability Lawyer

    A Kings Premises Liability Lawyer
    A Kings Premises Liability Lawyer said that, in an action to recover damages for personal injury, the defendant appeals from a judgment of the Supreme Court, Kings County, dated July 14, 2009, which, upon a jury verdict, is in favor of the…
Rank this Week: 887

Estate Planning Blog

Estate Planning Blog

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

http://www.sbshlaw.com/blog
  • Jun 26

    When I played high school basketball,…

    When I played high school basketball, being 5’8”, I wasn’t exactly the tallest guy on the team. So I didn’t start, but the coach would insert me into the game at crucial moments because I could handle the ball well and…
  • Jun 19

    Trust and Love

    Trust and Love
    My favorite definition of love is ‘giving someone the power to destroy us and trusting they won’t use it.’ It’s not a coincidence that the word “trust” also refers to a legal document created to hold and…
  • Jun 12

    Who Takes Care of the Kids?

    Who Takes Care of the Kids?
    Parents of young children have it tough. Lack of sleep because of late night diaper changes or feedings, taking care of kids with colds and fevers, and generally running after and caring for dependent young ones exhausts even the heartiest. I…
Rank this Week: 889

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/
  • Jun 1

    IRS Issues New FBAR Penalty Guidance (SBSE-04-0515-0025)

    IRS Issues New FBAR Penalty Guidance (SBSE-04-0515-0025)
    On Friday the IRS released new guidance on how examiners should determine the amount of any penalty for the failure to file an FBAR (Report of Foreign Bank Account, FinCEN Form 114). The guidance is effective for all open cases as of May 13,…
  • May 28

    Have You Received a Deficiency Notice or Another Letter Regarding Tax Problems From the IRS?

    Have You Received a Deficiency Notice or Another Letter Regarding Tax Problems From the IRS?
    You filed your taxes like you were supposed to and you should be able to spend the rest of the year free from worries about taxes. But, then one day it appears. The envelope is fairly nondescript except for the name and address of the…
  • May 21

    U.S. Expatriates and International Workers: Beware of Exceptions to the Foreign Income Exclusion

    U.S. Expatriates and International Workers: Beware of Exceptions to the Foreign Income Exclusion
    U.S. citizen, resident aliens and others who are U.S. taxpayers face a unique mode of taxation in the United States. That is, U.S. taxpayers are taxed on their worldwide income regardless of where it was earned. Predictably and…
Rank this Week: 965

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/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 985

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: 963

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jul 3

    Medicare and Medi-Cal eligibility

    Medicare and Medi-Cal eligibility
    An annoyance of mine is when I see a non-attorney make a legal determination involving an ostensibly simple matter that is wrong and consequential. While reading through appellate opinions, I stumbled upon a case involving such a a…
  • Jun 26

    The Perils of Pro Bono

    The Perils of Pro Bono
    When an attorney is representing a client in court, certain items are sometime best left unspoken. Katzenstein v. Chabad of Poway (2015), ___ Cal.App.4th ___In this case, the decedent had originally named his trust as the beneficiary of two…
  • Jun 18

    Attorney Fee

    Attorney Fee
    Occasionally a party will represent themselves in a probate matter. "Pro per" is the term used to describe a self-represented party. For example, an heir could challenge the validity of a will by arguing that the testator lacked capacity to…
Rank this Week: 1043

Your Texas Estate Plan

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

http://www.yourtexasestateplan.com/
  • Jun 11

    Caselaw Updates: Tortious Interference with Inheritance Right

    Caselaw Updates: Tortious Interference with Inheritance Right
    I don't love continuing legal education classes.  Here's why:1. I don't like many things that are mandatory, and they are.2. I'm surrounded by lawyers.3. They are expensive.4. They are usually in an overly cold/hot room and sometimes via…
  • Apr 9

    Life Insurance: Change your Beneficiary Designations..or else

    Life Insurance: Change your Beneficiary Designations..or else
    I have written about life insurance before.  In general, I'm not crazy about it, but for some folks it makes sense. I go to a lot of lunches and seminars were different products are presented, and while some are only good for…
  • Mar 20

    Efiling: Tips, Tricks, and Conspiracy, and a primer on creating (free-ish) Text-Searchable PDFS

    Efiling: Tips, Tricks, and Conspiracy, and a primer on creating (free-ish) Text-Searchable PDFS
    I really don't like efiling.  I do not think I am alone. I laud the clerks and technicians who have spend countless hours getting trained, working out the bugs, and helping me when my document was not "text searchable" or "submitted…
Rank this Week: 1107

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
  • Jun 11

    Digital Assets after death

    Digital Assets after death
    The world of “digital assets” is growing by leaps and bounds each day. The issues they present are growing just as fast. That is, what happens to the money left in your Itunes account after death? Or what about your photos on…
  • May 14

    The Pragmatic lawyer

    The Pragmatic lawyer
    I have always considered myself to be reasonable or a good sense of rough justice. A quick opinion of how things should end up. People have called me pragmatic many times during my 20 years as a lawyer. I will admit I didn’t know…
  • May 14

    The Pragmatic lawyer

    The Pragmatic lawyer
    I have always considered myself to be reasonable or a good sense of rough justice. A quick opinion of how things should end up. People have called me pragmatic many times during my 20 years as a lawyer. I will admit I didn’t know…
Rank this Week: 1120

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Jun 4

    5 Tips For Helping Your Kids After Divorce

    5 Tips For Helping Your Kids After Divorce
    Dr. Samantha Rodman, renowned divorce therapist and author of How to Talk to Your Kids About Your Divorce, tells The Huffington Post that the hardest divorce experiences are, by far, the ones where small children are involved. It’s…
  • Apr 23

    Estate Planning and Investment: A Symbiotic Relationship

    Estate Planning and Investment: A Symbiotic Relationship
    Imagine inheriting a quarter of a million dollars but having absolutely no idea what to do with it. That’s a good problem to have, but a problem nonetheless. View image | gettyimages.com CNN Money recently reached out with advice to a…
  • 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…
Rank this Week: 1056

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: 1049

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: 1057

Wealth Law Blog

Wealth Law Blog

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

http://samuelslaw.com/blog/
  • Jul 2

    SYK Client Couture Cocktails Mixes Up the Manhattan

    SYK Client Couture Cocktails Mixes Up the Manhattan
    Our client, Couture Cocktails, Inc. is producing a line of premium classic bottled cocktails. Watch the Couture Cocktails interview on KOIN about their Straight Up Manhattans! Look for them in your local liquor store. Learn more on…
  • Jul 2

    Valerie Sasaki Promoted to Partner in the Firm

    Valerie Sasaki Promoted to Partner in the Firm
    Samuels Yoelin Kantor LLP is pleased to announce that Valerie Sasaki has been promoted to Partner in the firm. Since joining Samuels Yoelin Kantor in 2012, Ms. Sasaki has specialized in jurisdictional tax consulting, business tax and planning…
  • Jun 15

    SYK Business Counsel: Business Succession Planning Before You Open the Door

    SYK Business Counsel: Business Succession Planning Before You Open the Door
    Part of the new SYK Business Counsel Series. On many occasions, I have had the opportunity to act as legal counsel and advisor to business owners that are at the point of “exit” from their business. This may be at a point where…
Rank this Week: 1149

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: 1299

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: 1215

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
  • Jun 27

    Final Rule to Revise the Definition of “Spouse” Under the FMLA

    Final Rule to Revise the Definition of “Spouse” Under the FMLA
    The Family and Medical Leave Act (FMLA) entitles eligible employees of covered employers to take unpaid, job-protected leave for specified family and medical reasons. The FMLA also includes certain military family leave provisions. The…
  • May 5

    Sheri Abrams is leaving Needham Mitnick & Pollack

    Sheri Abrams is leaving Needham Mitnick & Pollack
    As the subject line indicates, I am leaving the law firm of Needham Mitnick & Pollack and taking my Social Security Disability & Elder Law practice with me. I am looking forward to the next chapter of my life and my practice. For…
  • Apr 20

    Sheri Abrams Selected as Virginia “Super Lawyer”

    Sheri Abrams Selected as Virginia “Super Lawyer”
    Fairfax Virginia Attorney, Sheri Abrams, has being selected for inclusion in Virginia’s “Super Lawyers” for 2015. Sheri is the only Attorney in Virginia selected as a “Super Lawyer” in the practice area of Social…
Rank this Week: 1452

Cramer Law Center

Cramer Law Center

Covers Florida estate planning.

http://cramerlawcenter.com
  • Jun 26

    Estate Planning Goes to the Movies: You’re Not You

    Estate Planning Goes to the Movies: You’re Not You
    2014’s You’re Not You stars Hilary Swank as a 35-year-old classical pianist who is stricken with ALS (Amyotrophic Lateral Sclerosis, aka Lou Gehrig’s disease). This multiple-hanky-needed drama is…
  • Jun 12

    When a Revocable Living Trust Collides With Guardianship Court

    When a Revocable Living Trust Collides With Guardianship Court
    Revocable Living Trusts are planned with the intention of keeping the family out of court. If this intent fails, courts have alarming powers to interfere with your plan. The recent case of Rene v. Sykes-Kennedy illustrates this point. In…
  • May 29

    Guardianship and You: Keeping the “Cockroaches” Out of Your Estate Plan

    Guardianship and You: Keeping the “Cockroaches” Out of Your Estate Plan
    Recently, there has been a lot of buzz around the need to fix the rules governing “professional guardians” (i.e., persons who have been appointed guardian over three or more legally incapacitated individuals) in order to…
Rank this Week: 1436

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jun 23

    Court Discusses Validity of Will

    Court Discusses Validity of Will
    A New York Probate Lawyer said his controversy involves the validity and effect of certain portions of the will of Mr. X, late of the city of Brooklyn, deceased, and the correctness of the directions contained in a decree of the surrogate of…
  • Jun 22

    Court Decides the Disposition of Real Property

    Court Decides the Disposition of Real Property
    A Probate Lawyer said that, this is an application for a construction of the will of testatrix with respect to the intended disposition of certain real property. Testatrix' holographic will dated October 28, 1931, was admitted to probate on…
  • May 26

    Court Listens to Proceeding to Establish a Lost Will

    Court Listens to Proceeding to Establish a Lost Will
    A New York Probate Lawyer said this is a proceeding to establish a lost will pursuant to the provisions of Section 143, Surrogate's Court Act. The decedent died February 11, 1958. The Court is satisfied on the testimony of the subscribing…
Rank this Week: 1411

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Jun 18

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

    Japan to Institute “Exit Tax” Along US, Canadian Line
    Starting July 1 of this year, Japan will impose an “Exit Tax” on both Japanese nationals and non-nationals who expatriate. The tax is based on those instituted by both the US and Canada. The US system, which is itself modelled on…
  • Jun 16

    Appropriations Bill Cuts IRS Budget for Sixth Straight Year

    Appropriations Bill Cuts IRS Budget for Sixth Straight Year
    The House Appropriation Committee’s fiscal year 2016 financial services and general government spending bill will cut the Internal Revenue Service’s (IRS’s) budget for the sixth year in a row, slashing the agency’s…
  • May 14

    IRS Loses Couple’s Tax Return, Blames the Couple

    IRS Loses Couple’s Tax Return, Blames the Couple
    In a complaint filed April 30 in the US Court of Federal Claims, John and Dorothy Shea stated that the Internal Revenue Service (IRS) had erroneously denied their refund claim as untimely filed after the agency had admitted to losing the…
Rank this Week: 1549

Planning Notes

Planning Notes

Covers fundamental concepts relevant to estate planning, business law, real estate law, and tax law. By Cook & Cook.

http://cooklaw.co/blog
  • Jun 15

    LLC Agreement Provisions Create Non-Probate Interest

    LLC Agreement Provisions Create Non-Probate Interest
    In Blechman v. Estate of Blechman, a Florida District Court of Appeal recently held that the provisions of a particular limited liability company’s (LLC) operating agreement restricted the transfer of a decedent’s ownership…
  • Jun 15

    LLC Agreement Provisions Create Non-Probate Interest

    LLC Agreement Provisions Create Non-Probate Interest
    In Blechman v. Estate of Blechman, a Florida District Court of Appeal recently held that the provisions of a particular limited liability company’s (LLC) operating agreement restricted the transfer of a decedent’s ownership…
  • May 13

    Proposed 1031 Exchange Change

    Proposed 1031 Exchange Change
    WealthManagement.com: The Fiscal Year 2016 Budget proposes a modification of like-kind exchange transactions. As in the Fiscal Year 2015 Budget, the Administration proposes to limit the amount of capital gain deferred under Section 1031 of…
Rank this Week: 1371

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • May 26

    Can a contract defeat testamentary intent?

    Can a contract defeat testamentary intent?
    In a word, yes. In a blow to the unwed in the State of Florida, the Fourth District Court of Appeal recently held that an operating agreement entered into by a deceased business owner (the “Decedent”) trumped his stated…
  • May 18

    Tortious Interference with an Expectancy: DeWitt 101

    Tortious Interference with an Expectancy: DeWitt 101
    When is “failure to exhaust probate remedies” properly asserted as an affirmative defense to a tortious interference with an expectancy action?  The answer is almost never.  (Click here for information about the tort…
  • May 8

    Florida Court Determines Wife Unduly Influenced Husband

    Florida Court Determines Wife Unduly Influenced Husband
    Florida law is well established that when a will is challenged on the grounds of undue influence, the influence must amount to over persuasion, duress, force, coercion, or artful or fraudulent contrivances to such an extent that there is a
Rank this Week: 1523

Probate, Trusts and Estate Law…

Probate, Trusts and Estate Law Blog

Cover international estate planning considerations, sophisticated estate planning techniques, answers to common estate planning questions, and probate, estate and gift tax law By Janet Brewer.

http://www.calprobate.com/blog/
  • Apr 13

    QTIP Trust Frequently Asked Question

    QTIP Trust Frequently Asked Question
    QTIP trusts are excellent options for a number of married couples, especially those who have been married two or more times, or those with blended families. However, not many people understand what a QTIP trust is, what the benefits are, or…
  • Apr 10

    California Estate Planning Myths & Misconceptions (Part 2)

    California Estate Planning Myths & Misconceptions (Part 2)
    In our last post, we outlined four common myths surrounding estate planning in California. Today, we’ll look at four more common misconceptions that we hear in our office from individuals new to estate planning.
  • Apr 9

    California Estate Planning Myths & Misconceptions (Part 1)

    California Estate Planning Myths & Misconceptions (Part 1)
    One of the reasons that far too many people don’t take care of their basic estate planning needs is that they hold common misconceptions about what estate planning is, how it works, and whether they need to worry about it. Below, we…
Rank this Week: 1536

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

http://www.sofloridaestateplanning.com/
Rank this Week: 1413

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/
  • Jul 2

    Idaho Elder Law - Is a Reverse Mortgage Right For You?

    Idaho Elder Law - Is a Reverse Mortgage Right For You?
    Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses. The celebrity spokespeople seem so warm and caring and it seems like a simple solution to an overwhelming problem. While…
  • Jun 30

    Idaho Estate Planning - How Much Do You Trust the Government?

    Idaho Estate Planning - How Much Do You Trust the Government?
    If you want the state to determine what happens to your estate when you die all you have to do is - nothing. So it's really a question of which estate plan you prefer, the one you and your family draw up through thoughtful and open discussion…
  • Jun 26

    Idaho Elder Law - Life Estate Can Be a Powerful Planning Tool When Done Correctly

    Idaho Elder Law - Life Estate Can Be a Powerful Planning Tool When Done Correctly
    A life estate gives an individual the right to a home or other real property throughout that person's life.
Rank this Week: 1852

Lancaster Law Blog

Lancaster Law Blog

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

http://www.lancasterlawblog.com/
  • Jul 2

    Podcasts and the Law

    Podcasts and the Law
    This is the third post in a series about Internet Law. You can find previous posts in the series here. I listen to podcasts during my commute every day to and from work. A podcast is an audio or video program that is typically…
  • Jun 30

    New Pennsylvania Law on Business Entity Transactions Effective July 1, 2015

    New Pennsylvania Law on Business Entity Transactions Effective July 1, 2015
    New provisions to Pennsylvania law relating to corporations and unincorporated associations will become effective July 1, 2015. The provisions became law on October 22, 2014 via Pennsylvania Act 172. The primary goal of the new law is to…
  • Jun 17

    Time to Start Thinking About Filing an Annual Tax Assessment Appeal

    Time to Start Thinking About Filing an Annual Tax Assessment Appeal
    It is that time again to start thinking about whether you want to file an assessment appeal challenging the assessed value of your real estate.  Property taxes are based on the assessed value of real estate, and the assessed value of the…
Rank this Week: 1669