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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 23

    Considerations for Leaving Assets to Your Heir

    Considerations for Leaving Assets to Your Heir
    As we continue to grow older, we begin to face decisions on how to leave our assets to our heirs upon passing. This process becomes more complicated when a greater amount of assets is involved. Accordingly, there are three main...
  • Jul 23

    Article on Determinants of Nonprofit Corporate Compliance with Law

    Article on Determinants of Nonprofit Corporate Compliance with Law
    Brian D. Galle recently published an Article entitled, Corporate Compliance Without Enforcement?: Private Foundations and the Uniform Prudent Management of Institutional Funds Act (2016). Provided below is an abstract of the Article: I…
  • Jul 22

    Estate Planning for Your Move to a New State

    Estate Planning for Your Move to a New State
    If you plan on moving to a new state, then you need to consider the new state’s rules governing your estate planning documents and taxes. Before moving to a new state, you should meet with your estate planning attorney to...
Rank this Week: 49

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: 96

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Executors Should Beware Of Serious Pitfall

    Executors Should Beware Of Serious Pitfall
    Today’s Wall Street Journal contains a worthwhile but cautionary article about the pitfalls that can face even the most well-meaning executor. As you will see, a lot of the decisions an executor must make need to be made…
  • Jan 31

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar
    The Will of David Robert Jones was filed earlier this month in New York County Surrogate’s Court giving the value of his estate at 100 million dollars. Not familiar with David Robert Jones? As the New York Times reported, He was far…
  • Jul 20

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 107

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: 161

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 21

    Battles Coming For Muhammad Ali Estatee

    Battles Coming For Muhammad Ali Estatee
    Muhammad Ali was never one to shy away from battles. From heavyweight champions in the boxing ring, to the United States Government, and to the ravaging effects of Parkinson's disease, Ali continued to fight. Now there are growing fears that…
  • May 16

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake
    Prince died without a will. So did Tupac Shakur, Bob Marley, and many other legendary musicians. Snoop Dogg doesn't even want a will. The question is: Why? It seems like such a basic concept; everyone needs a will. Otherwise the laws of the…
  • May 3

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing
    Despite the probate process having just begun for Prince's Estate, one thing is clear -- it will be a long and rocky road for everyone involved. While no one can dispute the artistic and creative greatness of the artist whose real name was…
Rank this Week: 172

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Jul 22

    How are Preliminary Breath Tests Calibrated for Accuracy?

    How are Preliminary Breath Tests Calibrated for Accuracy?
    If you’re on trial for DUI in Virginia, you should know how the preliminary breath test (PBT) must be checked for accuracy and calibrated. If that device can’t be proven to be in proper working order, it shouldn’t be allowed…
  • Jul 18

    Driving on Suspended License Secret: The Officer Must Have a Reason to Pull You Over

    Driving on Suspended License Secret: The Officer Must Have a Reason to Pull You Over
    Video – click to watch instead of reading. Did you know that it’s possible to beat a driving on suspended offense if the officer did not have a good reason to pull you over? This defense applies to many traffic related violations,…
  • Jul 14

    [VIDEO] Should You Prepay Your Virginia Reckless Driving Ticket?

    [VIDEO] Should You Prepay Your Virginia Reckless Driving Ticket?
    If you’re facing reckless driving right now, you need to contact me so you can learn more about reckless driving defenses, learn more about what your situation with the law really means, and then make an educated, informed decision…
Rank this Week: 239

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/
  • Feb 3

    Lord Lucan: Declared Dead (Twice) and Still Missing

    Lord Lucan: Declared Dead (Twice) and Still Missing
    In 1974, Lord Lucan, British aristocrat (think James Bond and Martinis, according to the New York Times), vanished after the body of his children’s nanny was found dead in the basement of his house. A year later, in 1975, Lord Lucan,…
  • Feb 2

    Alzheimer Awareness Month: #StillHere

    Alzheimer Awareness Month: #StillHere
    As Alzheimer Awareness Month draws to a close, the message the Alzheimer Society of Canada intended to convey in the #StillHere campaign is clear: A diagnosis of dementia does not necessarily mean that an individual is no longer capable of…
  • Feb 2

    Hull on Estates #452 – Responsibility for Joint Debts Upon Death

    Hull on Estates #452 – Responsibility for Joint Debts Upon Death
    This week on Hull on Estates, David Morgan Smith and Noah Weisberg discuss the responsibility for joint debt upon death of one of the debtors. Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on…
Rank this Week: 225

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • Apr 12

    Federal Law Prohibits Conspiracy to to Prevent a Person from Exercising Right

    Federal Law Prohibits Conspiracy to to Prevent a Person from Exercising Right
    We live in a era when more and more people want to prevent Americans from exercising their right of free speech, their right to exercise their religion and other constitutional rights.  Federal law, i.e., 18 United States Code Section…
  • Jan 27

    When Your Neighbor’s Drone Pays an Unwelcome Visit

    When Your Neighbor’s Drone Pays an Unwelcome Visit
    New York Times:  “I began reporting a column about drones and the altercations they are causing among neighbors. The way these spats usually go, one neighbor gets a new drone (often around Christmas) and begins flying it around the…
  • Jan 3

    Myth of a Cop Killing Epidemic

    Myth of a Cop Killing Epidemic
    New York Post:  “And each incident is breathlessly reported by a media determined to show that America remains deeply, irredeemably racist.  Problem is, it’s simply not true.  Last week, The Washington Post…
Rank this Week: 248

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Jul 11

    How to Correct a Death Certificate in Florida

    How to Correct a Death Certificate in Florida
    Correcting a Death Certificate in Florida We often receive calls about how to correct a Florida Death Certificate in relation to filing a Probate case in Florida. Correcting a Florida Death certificate is done through Florida Vital Statistics…
  • May 27

    Remarriage Protection

    Remarriage Protection
    Remarriage Protection Many lawyers proclaim to have remarriage protection in their estate planning documents, but few estate plans deal with these issues completely. A traditional trust that deals with remarriage will include language that…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
Rank this Week: 281

Estate Law Canada

Estate Law Canada

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

http://estatelawcanada.blogspot.com/
  • Jul 23

    "Party is on!" Nova Scotia man pens his own inspiring obituary

    "Party is on!" Nova Scotia man pens his own inspiring obituary
    I didn't know Paul Culligan, but I already miss his sense of humour. Mr. Culligan recently passed away and left behind his own hilarious obituary. Click here to read more in an article from CBC News. The attached photo accompanied the CBC…
  • Jul 21

    Does the court review wills that were made shortly before the testator died?

    Does the court review wills that were made shortly before the testator died?
    A reader recently sent me a note wondering about the legal effect of a will being signed shortly before the testator's death. The answer turned out to be somewhat complex. Below are the reader's question and my comments. "If a will was…
  • Jul 20

    There's a new tort in town

    There's a new tort in town
    The following post was written by Chelsea Kennedy, a criminologist who works with me at Butler Wills and Estates Consulting. Though this post doesn't specifically deal with wills and estates, it has the latest news about a new application of…
Rank this Week: 340

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: 330

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: 334

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: 338

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jul 22

    Satisfaction or Your Money Back (And Not a Cent More) – Felty v. Ernst & Young LLP

    Satisfaction or Your Money Back (And Not a Cent More) – Felty v. Ernst & Young LLP
    Felty v. Ernst & Young LLP, 2015 BCCA 445, is an interesting case from the Court of Appeal of British Columbia. The issue on appeal was whether the trial judge erred in concluding that a retainer agreement clause limiting the respondent…
  • Jul 21

    News Flash: ‘Ontario provides $100 million for homecare clients and their caregivers’

    News Flash: ‘Ontario provides $100 million for homecare clients and their caregivers’
    Health Minister Eric Hoskins says: ""I can't overestimate the importance of this component." "This will provide that much needed break for caregivers who give so much of themselves to provide daily, around-the-clock care for our loved ones."
  • Jul 20

    Parenticide Disentitles a Beneficiary from Receiving Under a Will

    Parenticide Disentitles a Beneficiary from Receiving Under a Will
    Last year, a son was accused of murdering his parents in Connecticut after they threatened to take him out of their will. There have been a handful of cases over the past century in Canada with similar tragic circumstances. The long…
Rank this Week: 422

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Jul 19

    It You Got ‘Em…Flaunt ‘Em: A California Trustee’s Duty to Use Special Skill

    It You Got ‘Em…Flaunt ‘Em: A California Trustee’s Duty to Use Special Skill
    “If you got it, flaunt it baby!” That’s one of my favorite lines from the movie The Producers by Mel Brooks. The same can be said of California Trustees (although not referring to their looks of course). For Trustees, if you…
  • Jul 5

    The Downside of Co-Trustees in California Trust

    The Downside of Co-Trustees in California Trust
    Acrimony between Co-Trustees can raise significant problems. Co-Trustees each have a duty to participate in the administration of the Trust (PC 16013). A Co-Trustee also has a duty to prevent the other Co-Trustee from committing a breach of…
  • Jul 5

    The Downside of Co-Trustees in California Trust

    The Downside of Co-Trustees in California Trust
    Acrimony between Co-Trustees can raise significant problems. Co-Trustees each have a duty to participate in the administration of the Trust (PC 16013). A Co-Trustee also has a duty to prevent the other Co-Trustee from committing a breach of…
Rank this Week: 425

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jul 14

    Undue Influence by a Child

    Undue Influence by a Child
    A child is free to assist a parent with drafting their estate plan. However, a child cannot exert undue influence on the parent. A recent unpublished opinion involved the latter scenario for the late Elizabeth Plott.The opening paragraph…
  • Jun 30

    Attorney as Beneficiary of a Client's Estate (Don't do it!)

    Attorney as Beneficiary of a Client's Estate (Don't do it!)
    Santa Barbara County CourthouseAttorneys can receive gifts from clients. For example, one client gave me cookies during the holiday season a few years ago. Attorneys, however, should generally never write a testamentary instrument that…
  • Jun 17

    Amanuensis - Estate of Stephen

    Amanuensis - Estate of Stephen
    Can a person sign for somebody else on a document without their written authorization, e.g. on a deed? The answer is yes. The legal term for this is "amanuensis." See  Estate of Stephens (2002) 28 C4th 665.In Estate of Stephens, the…
Rank this Week: 490

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 24

    When Your Plan Doesn’t Work Out

    When Your Plan Doesn’t Work Out
    “Sarah” had a Will that left $50,000 specific bequest of cash to each of her five grandchildren, while the rest, including her residence, was to be distributed among her two daughters. At her passing she owned her Florida…
  • Jun 17

    Open Discussions with Your Adult Children

    Open Discussions with Your Adult Children
    An adult child of a client who recently passed away contacted me to discuss what she was to receive from her mother’s estate. She had no idea what mother owned, or what anything was worth. She only knew that our office prepared the…
  • Jun 10

    How Much Direction Does Your Trust Provide?

    How Much Direction Does Your Trust Provide?
    Many revocable trusts continue on past the lifetime of the grantor to benefit a surviving spouse and children. A trust that continues on for a spouse may be known as a “marital,” “credit-shelter,” or “family…
Rank this Week: 497

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: 503

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

Covers wills & trusts, probate and conservatorships. By Ginzburg & Bronshteyn LLP.

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jul 9

    Role of Probate PVP Counsel

    Role of Probate PVP Counsel
    On June 21, 2016, Trust and Wills Attorney Yasha Bronshteyn attended the Beverly Hills Bar Association -Trust and Wills Section Presentation at Lawry’s of Beverly Hills to address the role of Probate Volunteer Panel counsel in…
  • May 29

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge
    On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. …
  • Mar 19

    Lunch with The Probate Judges – 2016

    Lunch with The Probate Judges – 2016
    On March 15, 2016, Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions, modernizing the system to benefit…
Rank this Week: 546

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
  • Nov 17

    U.S. States With Series LLC Act

    U.S. States With Series LLC Act
    A series LLC is a form of limited liability company that is authorized by state law to hold assets in separate “containers” known as series.  These containers function much like holding companies. They are used to segregate…
  • 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…
Rank this Week: 554

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: 564

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Jul 22

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Helen Grace Hunt (1949- ) and Swanee LaKelly Hunt (1950- ) – Philanthropists The Hunt sisters, daughters of Texas oil mogul H.L. Hunt, were born and raised in Dallas, Texas. Swanee Hunt has a BA in philosophy, two master’s…
  • Jul 20

    What Is a Letter of Instruction?

    What Is a Letter of Instruction?
    An estate plan is made up of a number of legal documents that contain the instructions necessary to determine things such as the division of your estate assets after death or who will control those assets should you become incapacitated.…
  • Jul 20

    What Is the Cost When One Spouse Dies?

    What Is the Cost When One Spouse Dies?
      When a spouse dies, there are practical and legal considers that must be addressed amidst the grieving. The decedent’s estate must be probated, for example, and estate taxes paid, when applicable, to the federal government. In…
Rank this Week: 661

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/
  • Jul 17

    Fuchs v. Fuch

    Fuchs v. Fuch
    I am still waiting for some reported British Columbia cases interpreting section 59 of the Wills, Estates and Succession Act (“WESA”), which expressly allows the court to rectify a will. Subsections 59 (1) and (2) provide as…
  • Jun 19

    New Requirement that Bare Trusts be Disclosed on Property Transfer Tax Return

    New Requirement that Bare Trusts be Disclosed on Property Transfer Tax Return
    The Government of British Columbia has amended the Property Transfer Tax Return to require more information on the purchase of land, effective June 10, 2016. The requirement that a purchaser who is not a Canadian citizen or permanent resident…
  • Jun 11

    Wong v. Chong Estate

    Wong v. Chong Estate
    The law with respect to joint tenancy in British Columbia is nuanced. The basic idea is that if property is held in a joint tenancy between two people, on the death of one, the title passes to the survivor. But if one of the joint tenants…
Rank this Week: 654

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 9

    Tips When Registering Your trademark With an Attorney

    Tips When Registering Your trademark With an Attorney
    When you are looking to brand a business, you need to begin by registering a trademark. A trademark is essentially a sign, design or unique expression that is recognisable. Through the use of trademark registration, you can be sure that other…
  • Oct 15

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER
    That opening line of the Hippocratic Oath isn’t always so uncomplicated as it is brief. Maryland medical malpractice lawyers engage hundreds, if not thousands of cases yearly in which medical professionals left their patients in worse…
  • Oct 9

    Looking At Bankruptcy Law In California

    Looking At Bankruptcy Law In California
    Setbacks are common in life. If your financial situation has spiraled out of control it’s wise that you apply for insolvency. Paths of Alleviation Personal bankruptcy laws supply you with two paths for relief: chapter 7 as well as…
Rank this Week: 637

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Aug 12

    US Adults Worry They Will Outlive Their Saving

    US Adults Worry They Will Outlive Their Saving
    According to a recent Northwestern Mutual Insurance survey, nearly one-third of US adults believe that it is more likely than not that they will outlive their savings. Follow this link to the survey. A foundational estate plan can be a…
  • 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…
Rank this Week: 625

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

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

    Two Swiss Banks Disclose Accounts to Avoid Prosecution

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

    Mexican National Files Third Complaint for Vegas Slot Winnings Tax Refund

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

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

    Japan to Institute “Exit Tax” Along US, Canadian Line
    Starting July 1 of this year, Japan will impose an “Exit Tax” on both Japanese nationals and non-nationals who expatriate. The tax is based on those instituted by both the US and Canada. The US system, which is itself modelled on…
Rank this Week: 649

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: 579

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: 646

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

http://www.sandiegoestateplanninglawyerblog.com/
  • Jul 22

    Is a Creditor’s Judgment Enforceable Against My Estate?

    Is a Creditor’s Judgment Enforceable Against My Estate?
    Death does not automatically void any debts owed by the deceased. In the normal course of administering an estate, the personal representative named in the decedent’s last will and testament is responsible for paying any valid creditor…
  • Jul 21

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate
    In a recent post we discussed how Medi-Cal, California’s Medicaid system, can go after the assets of a deceased beneficiary recipient’s probate estate or revocable living trust for reimbursement of medical costs paid during the…
  • Jul 14

    How Can My Divorce Settlement Affect My California Estate Planning?

    How Can My Divorce Settlement Affect My California Estate Planning?
    There are many legal events that may affect your estate planning. For example, if you get divorced, the terms of your property settlement may require you to alter the terms of your will or trust. It is therefore important to resolve any…
Rank this Week: 701

Wisconsin Estate Planning

Wisconsin Estate Planning

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

http://blog.tesarlaw.com/
  • Jul 22

    Will You Need to Apply for Medicaid?

    Will You Need to Apply for Medicaid?
    Applying for Medicaid benefits is a complex task that requires the help of an experienced elder law attorney, especially when making hard decisions on how to allocate money you've saved all your life.
  • Jul 20

    Every Family Needs Estate Planning, Especially When It's Complicated

    Every Family Needs Estate Planning, Especially When It's Complicated
    People tend to think that trusts were just for wealthy families, but when families are complicated, distributing assets often requires more than just a simple will.
  • Jul 18

    Protect Your Retirement – Avoid These Three Mistake

    Protect Your Retirement – Avoid These Three Mistake
    When the year or actual date of retirement comes around the corner, many Americans realize their retirement finances aren't what they had thought they would be.
Rank this Week: 795

CEB blog

CEB blog

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

http://blog.ceb.com
  • Jul 22

    What’s a Timely Objection?

    What’s a Timely Objection?
    Objections to evidence at trial must be “timely made.” Evid C §353(a). But what does that actually mean? To be timely, an objection to inadmissible evidence must be made at the earliest opportunity. 3 Witkin, California…
  • Jul 20

    Going Solo? Don’t Forget Insurance!

    Going Solo? Don’t Forget Insurance!
    One of the first and most important purchases for an attorney opening a new practice is insurance coverage. Here’s a look a what you’ll need. Here are the basic insurance needs for an attorney starting a new practice: General…
  • Jul 18

    Moving Tactically: Should You Make a Motion?

    Moving Tactically: Should You Make a Motion?
    Motions are tactical tools, and your decision to seek an order should be made in the context of your overall litigation plan. Always keep in mind that making a motion entails time, effort, and expense for the moving party. Is it worth it?…
Rank this Week: 715

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • Jul 19

    Protecting a Bona Fide Purchaser of Florida Residential Real Estate

    Protecting a Bona Fide Purchaser of Florida Residential Real Estate
    Under Florida law, a “bona fide purchaser” of real estate is afforded certain protections including ownership and title. The rule essentially provides a buyer with superior rights to property over those who may have valid…
  • Jul 12

    4 Title Issues That Can Derail A Florida Closing

    4 Title Issues That Can Derail A Florida Closing
    In Florida, often times right before a residential real estate transaction is set to close the deal is derailed because of conflicting legal interests between the parties to the transaction (the seller and the buyer) and a third party with an…
  • Jul 5

    Do Florida real estate contracts require sellers to repair termite damage?

    Do Florida real estate contracts require sellers to repair termite damage?
    According to the case law as of the date of this article, a provision in a real estate contract that requires a seller to deliver at closing a report from a licensed pest control company showing the property free of termites does not require…
Rank this Week: 704

John R. Vermillion & Associates,…

John R. Vermillion & Associates, LLC Blog

Covers elder law and estate planning.

http://www.vermillionlawfirm.com/blog/
  • Feb 20

    Does My Spouse Get Everything If I Die Without a Will?

    Does My Spouse Get Everything If I Die Without a Will?
    There are people who fail to act from an estate planning perspective because they harbor certain misconceptions. If you are under the impression that the government will take care of everything in the ideal manner if you pass away without a…
  • Feb 15

    Will My Executor Be Required to File an Estate Tax Return?

    Will My Executor Be Required to File an Estate Tax Return?
    If you utilize a last will as your asset transfer vehicle, the person who would handle the estate administration tasks after you are gone is called the executor or personal representative. When you create the will, you can nominate the person…
  • Feb 12

    Incapacity Planning FAQ: What Is the Correct Power of Attorney?

    Incapacity Planning FAQ: What Is the Correct Power of Attorney?
    A comprehensive, properly constructed estate plan will account for end-of-life issues. While incapacity planning can seem like something that happens to a limited number of people, when you examine the facts, see that a very significant…
Rank this Week: 740

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: 771

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: 723

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: 724

epilawg

epilawg

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

http://epilawg.com/
  • Jul 18

    SECTION 179 – WHAT IS IT AND WHATS NEW FOR 2016

    SECTION 179 – WHAT IS IT AND WHATS NEW FOR 2016
    Recently we have been meeting with many of our clients to discuss operational results for the first half of the year. Generally speaking, business is up from last year for my clients. As a result, […]
  • Jun 30

    Please: get the correct acknowledgement if you want to deduct that property contribution

    Please: get the correct acknowledgement if you want to deduct that property contribution
    “Close” counts with horseshoes and hand grenades. Unfortunately, it doesn’t count for entitlement to deduct a charitable contribution, once the amount claimed exceeds a trigger point. When that happens, the taxpayer’s…
  • Jun 20

    PROBATE CODE UPDATES

    PROBATE CODE UPDATES
    Starting August 1, 2016, the amounts available under the Minnesota Probate Code (Minn. Stat. Ch. 524) for a number of issues will be adjusted for the first time in more than 25 years. These issues […]
Rank this Week: 833

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jul 12

    Domicile of the Decedent at Issue in Will Case

    Domicile of the Decedent at Issue in Will Case
    A New York Probate Lawyer said that, the decedent died on the 9th day of January, 1961, while a patient at the Wolcott Clinic, Wolcott, New York. Thereafter and on the 21st day of February, 1961, the son of the decedent, presented to this…
  • Jun 27

    Petitioner Brings Case for Full and Final Settlement of Account

    Petitioner Brings Case for Full and Final Settlement of Account
    A New York Probate Lawyer said that this is a proceeding brought before the Surrogate’s Court, Kings County for judicial settlement of the first and final account of proceedings of the CM Bank, National Association, as trustee under…
  • Jun 26

    Petitioner Brings Will Construction Case to Court

    Petitioner Brings Will Construction Case to Court
    A Kings County Will Contest Lawyer said that, the two subscribing witnesses testified to the due execution of decedent’s holographic will and to her testamentary capacity at the time of the execution; that the last page of the…
Rank this Week: 834

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
  • Jun 29

    Four Documents You Must Have

    Four Documents You Must Have
    What ideas should you be familiar with when going to see an estate planning attorney? An article on cincinnati.com says there are four things you should know a little about before your first meeting with your estate planning attorney. They…
  • Jun 22

    Estate Planning Mistakes By Celebritie

    Estate Planning Mistakes By Celebritie
    Celebrities continue to make huge mistakes where estate planning is concerned. A story on insurancenewsnet.com examines a number of cases where celebrities failed to do the right thing where estate planning was concerned. Among the…
  • Jun 15

    Working Daughters Face Special Crisi

    Working Daughters Face Special Crisi
    Working moms have it rough, but there are resources available to them to navigate the choppy seas. An article in The Atlantic says working daughters have few such resources. There are 44 million unpaid eldercare providers in the United…
Rank this Week: 873

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.
  • 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…
Rank this Week: 870

Florida Elder Law and Estate…

Florida Elder Law and Estate Planning

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

http://karplaw.blogspot.com/
  • Jul 22

    Is your durable power of attorney powerless?

    Is your durable power of attorney powerless?
    Just about everyone knows the importance of having a Durable Power of Attorney (DPOA). This key legal document allows you to name someone other than yourself to handle your financial affairs.  If you become incapacitated, having a DPOA can…
  • Jul 16

    Chronically ill seniors, others await Florida Medical Marijuana vote

    Chronically ill seniors, others await Florida Medical Marijuana vote
    Practicing elder law and estate planning in Florida, I naturally meet a good number of seniors with serious physical ailments. Many who endure chronic pain are closely watching this November's election: Not just for the outcome of this highly…
  • Jul 15

    Felines and homebound seniors: A perfect match

    Felines and homebound seniors: A perfect match
    My family and I have a serious soft spot for animals, so in this post I depart from the "legal stuff" to tell you about a lovely program that pairs seniors with furry feline companions. Consider it - ahem - a "fluff…
Rank this Week: 1112

Tennessee Attorneys Blog

Tennessee Attorneys Blog

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

http://www.tennesseeattorneysblog.com/
Rank this Week: 1183

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/
  • Jul 16

    Importance of a Will

    Importance of a Will
    Amy Winehouse’s death at age 27 illustrates the importance of having a Will, at any age. Ms. Winehouse and Blake Fielder-Civil were married briefly. Under English law, marriage negates any Wills made before the marriage, but if a couple…
  • Jul 1

    Estate Planning and Gifts to Charity

    Estate Planning and Gifts to Charity
    When making gifts to charities, keep in mind the following: Give away appreciated stock which you have held for more than a year. You can deduct the market value of the stock, and you do not owe capital gains tax. Get receipts in writing from…
  • Jun 25

    Cohabiting Seniors: Protect Your Right

    Cohabiting Seniors: Protect Your Right
    More and more seniors are living together without getting married. According to U.S. Census date, the number of cohabitating seniors nearly doubled between 1989 and 2000. For some seniors, marriage is not financially worth it or they do not…
Rank this Week: 994

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/
  • Jul 14

    Medicaid Income Allowance Increase for Spouses of Nursing Home Resident

    Medicaid Income Allowance Increase for Spouses of Nursing Home Resident
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
  • Jul 13

    Pennsylvania Hosting National Adult Protective Services Conference

    Pennsylvania Hosting National Adult Protective Services Conference
    Pennsylvania is hosting this year’s Annual National Adult Protective Service Associations (NAPSA) Conference from August 29 through 31 at the Loews Hotel in Philadelphia.The theme is “Protect, Prevent, Empower.” The conference…
  • Jul 11

    PA Changes Law on Powers of Attorney and Other Probate Code Matter

    PA Changes Law on Powers of Attorney and Other Probate Code Matter
    On July 8, 2016 the Governor signed Senate Bill 1104 (SB 1104) into law as Act 79. SB 1104 makes broad ranging amendments to Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes. Included are a number of…
Rank this Week: 1003

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
  • Jul 12

    FREE CALIFORNIA PROBATE BOOK

    FREE CALIFORNIA PROBATE BOOK
    It’s not on Amazon yet, there has been no official press release, but my book HOW TO LIVE AND DIE WITH CALIFORNIA PROBATE (A Layman’s Guide to Understanding Probate in California) has been printed and is in my hot little hands!…
  • Jun 27

    CONSOLIDATE YOUR ASSETS INTO YOUR TRUST

    CONSOLIDATE YOUR ASSETS INTO YOUR TRUST
    As you likely know, in the email world, to use ALL CAPS means that you are “yelling.”  Or, should I say, “YELLING!?”  So the title to this post could be construed as my YELLING and I am ok with that. For the…
  • Apr 1

    Lessons from mom on estate planning

    Lessons from mom on estate planning
    It’s only been three weeks, to the day, since my mom died and I have a few thoughts on what I have learned in regard to her estate planning matters. Some things done right and things not done right. VICTORY: My mom named me as…
Rank this Week: 1165