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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 29

    Article on the Trust Residence

    Article on the Trust Residence
    H. Michael Dolson (Felesky Flynn LLP) recently published an article entitled, Trust Residence after Garron: Provincial Considerations, Canadian Tax Journal/Revue Fiscale Canadienne, Vol. 62, No. 3, p. 671 (2014). Provided below is the…
  • Mar 29

    Woman Poses as Lawyer for a Decade

    Woman Poses as Lawyer for a Decade
    Authorities say that a Pennsylvania woman used forged documents to pretend to be a lawyer for ten years and was in line to be named partner when her fraud was discovered. Kimberly Kitchen, 45, fooled BMZ law by forging a...
  • Mar 29

    Bail Bondsman and Defense Attorney Accused of Will Forgery

    Bail Bondsman and Defense Attorney Accused of Will Forgery
    Bail bondsman Ray Zapata of San Angelo, Texas, has been indicted in connection to allegations that he forged the will of John Edward Sullivan, who died last year. Defense attorney John Young has also been indicted in the case, which...
Rank this Week: 54

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: 110

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/
  • Mar 20

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

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

    From the Humor File

    From the Humor File
    There’s nothing like a good cartoon to add some much-needed levity to our professional lives. I recently posted here some of the cartoons I’ve collected over the years. Lansing R. Palmer of Akerman LLP in West Palm Beach was kind…
  • Mar 17

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
    A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder guardianship: A well-oiled machine, reported that while Florida has an efficient system of identifying and caring for fragile elders,…
Rank this Week: 289

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: 329

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Court of Appeals to Hear Missing Will Case

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

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily News presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership of a…
  • Feb 21

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
Rank this Week: 334

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/
  • Mar 27

    Contestation of Claims Against an Estate

    Contestation of Claims Against an Estate
    Where an estate trustee becomes aware of a potential claim against the estate, but no claim has yet been commenced, it can be difficult to decide how to proceed.  Sections 44 and 45 of the Estates Act contain a seldom used procedure that…
  • Mar 26

    Trustees, Estate Trustees, and Adminstratrices – A Disambiguation

    Trustees, Estate Trustees, and Adminstratrices – A Disambiguation
    Just what to call the person administering an estate in Ontario can be somewhat confusing.  A number of terms have been used over the years.  The same person can be referred to in a number of different ways by different pieces of…
  • Mar 25

    The Two Types of Domicile

    The Two Types of Domicile
    Through the use of modern technology and communication, the world is shrinking every day. We are seeing an influx of foreign residents living and owning property situated in Canada and the reverse is also common. For the purposes of estate…
Rank this Week: 382

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

    Stanford Phds Say Renewable Energy Won’t Work

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

    The Law-School Scam

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

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

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo
    Newsmax:  “Add the U.S. Postal Service to the list of federal agencies seeking to purchase . . . alarmingly large quantities of ammunition.  A little more than a year ago, the Social Security Administration put in a request…
Rank this Week: 384

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/
  • Feb 23

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?
    Widely beloved throughout the world of baseball, especially in Chicago, Ernie Banks -- a/k/a Mr. Cub -- rose from humble beginnings. He began his career earning seven dollars a day in the Negro Leagues, before crossing the color barrier and…
  • Feb 19

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit
    Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control ... until it came to his estate that is. This is installment #12 of our Estate Planning Lessons From The…
  • Feb 16

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 492

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: 502

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/
  • Mar 29

    What legal document does the executor have to submit to the court to close an estate?

    What legal document does the executor have to submit to the court to close an estate?
    Here is a question that I don't believe I've been asked before. That doesn't happen very often! This reader wants to know what an executor should file with the government to close an estate. Here is the question and my answer. "What…
  • Mar 28

    Why would someone buy your business?

    Why would someone buy your business?
    I always enjoy estate planning with business owners, as there are always a few interesting issues to resolve and some worthwhile challenges to overcome in the process. For business owners, estate planning can take much longer than it does for…
  • Mar 24

    Panel to discuss prevention of abuse of Enduring Power of Attorney

    Panel to discuss prevention of abuse of Enduring Power of Attorney
    Anyone who is in the St. John's area and who has questions or concerns about Enduring Powers of Attorney might be interested in this event that is happening tonight. I'm participating in a panel that is going to explore issues around Enduring…
Rank this Week: 567

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Mar 23

    How Does Weekend Jail Time Work in Virginia?

    How Does Weekend Jail Time Work in Virginia?
    Weekend jail time is a program that is administered by each jail depending upon its own rules and policies, so this is an issue that you definitely need to have a local defense lawyer on your side for.  I’m very familiar with the…
  • Mar 19

    Andrew is Drunk….According to the Preliminary Breath Test

    Andrew is Drunk….According to the Preliminary Breath Test
    Here is why you should refuse all roadside tests in Virginia. If you have been charged with DUI/DWI contact me today so I can see how I can help you. © marketing for Andrew Flusche, 2015. | Permalink | No comment | Add to del.icio.us…
  • Mar 13

    Does Walking Away Count as Eluding?

    Does Walking Away Count as Eluding?
    The idea behind that statute is for people who may pull their vehicle over and then run on foot. They need a way to try to catch those people and charge them with something. But there are other ways that you could be eluding the police too.…
Rank this Week: 633

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

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

    Estate Planning for Out-of-State Property

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

    Revocable Trusts and Asset Protection

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

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 651

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Mar 26

    The Biggest Estate Planning Mistake

    The Biggest Estate Planning Mistake
    Everyone knows an estate plan is a good idea, but too few actually follow through on one. Even then, people who think they’ve dotted every “i” and crossed every “t” still make critical errors that will cause…
  • Mar 19

    Things You Should Have in a Secure Location When You Die

    Things You Should Have in a Secure Location When You Die
    Most people hear “end-of-life plan” and imagine a will, perhaps a trust, maybe even healthcare directives and a power of attorney. Certainly, those are all crucial documents that everyone should have in place. But there are…
  • Mar 12

    How to Choose the Right Agent for Your California Estate Plan

    How to Choose the Right Agent for Your California Estate Plan
    An estate plan is as much of a contingency arrangement as an inheritance mechanism. We all hope to live long lives free of catastrophe or disease, but it would be irresponsible to discount the “what-if”s altogether. View image |…
Rank this Week: 715

Virginia Disability Law Blog

Virginia Disability Law Blog

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

http://sheriabrams.com/blog
Rank this Week: 708

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: 750

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 781

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/
  • Mar 29

    Plaintiffs oppose the instant motion...cont

    Plaintiffs oppose the instant motion...cont
    NY Insurance Law §5104(a). NY Insurance Law §5102(d), defines serious injury as: A personal injury which results in death; dismemberment; significant disfigurement, a fracture, loss of fetus, permanent loss of use of a body organ,…
  • Mar 28

    Plaintiffs oppose the instant motion..cont

    Plaintiffs oppose the instant motion..cont
    The proponent of a motion for summary judgment carries the initial burden of tendering sufficient admissible evidence to demonstrate the absence of a material issue of fact as a matter of law. There is no requirement that the proof for said…
  • Mar 27

    Plaintiffs oppose the instant motion

    Plaintiffs oppose the instant motion
    A Bronx Estate Litigation Lawyer said that, defendant moves seeking an Order granting him summary judgment over and against plaintiffs. Defendant avers that to the extent that plaintiffs did not sustain serious injuries, as defined by the…
Rank this Week: 858

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
  • Jan 30

    Another Reason to Update Your Legal Documents to Florida Law

    Another Reason to Update Your Legal Documents to Florida Law
    The Illinois Department of Revenue (IDR) recently attempted to tax a trust that had been moved from Illinois to Texas after the grantor’s death, even though the trust had been moved to Texas. The trustees of the trust had to expend…
  • Jan 23

    IRA Beneficiary Designation

    IRA Beneficiary Designation
    According to recent U.S. Census data, approximately 31% of American households’ net worth is in IRA and 401(k) accounts. This is striking when you consider that our combined home equity constitutes a similar percentage of our net worth.…
  • Jan 16

    Estate Planning Clean Up for the New Year

    Estate Planning Clean Up for the New Year
    Now that 2015 is upon us, allow me to remind you what estate planning “clean up” tasks you may need to pay attention to: Wills and Revocable Living Trusts – If you have moved from a different state and have not updated your…
Rank this Week: 864

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: 845

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/
  • Mar 25

    New Societies Act Introduced in British Columbia Legislative Assembly

    New Societies Act Introduced in British Columbia Legislative Assembly
    The Government has introduced a new Societies Act in the Legislative Assembly. Bill 24 incorporates many of the recommendations made by the British Columbia Law Institute's Report on Proposals For a New Society Act, which can read here.
  • Mar 3

    Court of Appeal Dismisses Appeal in Bentley v. Maplewood Seniors Care Society

    Court of Appeal Dismisses Appeal in Bentley v. Maplewood Seniors Care Society
    In reasons for judgment released today in Bentley v.Maplewood Seniors Care Society, 2015 BCCA 91, The British Columbia Court of Appeal has upheld Mr. Justice Greyell’s decision dismissing a petition brought by Margaret Anne…
  • Mar 1

    Restrictions on Who May File a Notice of Dispute

    Restrictions on Who May File a Notice of Dispute
    One of the changes made to British Columbia’s rules governing probate procedures that came into effect on March 31, 2014, was the replacement of caveats with notices of dispute. One of the main purposes of both caveats under the former…
Rank this Week: 887

Iowa Law Blog

Iowa Law Blog

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

http://www.iowa-lawblog.com/
  • Mar 19

    Interactive Process in Action

    Interactive Process in Action
    If you’re not sure what the interactive process is supposed to look like under the ADA, peruse the facts of the 8th Circuit’s decision in Minnihan v. Mediacom.  I’m also going to summarize the facts below, but if you…
  • Mar 17

    Thinking about selling For Sale By Owner?

    Thinking about selling For Sale By Owner?
    With both interest rates and home inventory starting the year at lows we haven't seen in a long time, this may be the best opportunity for you to sell your home for the most profit.  Most people hire a Realtor to help them through the…
  • Mar 2

    Grandparent and Great-Grandparent Visitation

    Grandparent and Great-Grandparent Visitation
    I am frequently asked about grandparent and/or great-grandparent visitation.  Iowa Code Section 600C.1 discusses the circumstances in which a grandparent and/or great-grandparent may petition the court for visitation with a grandchild…
Rank this Week: 922

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

Covers estate planning, estate administration and estate taxes. By Ettinger Law Firm.

http://www.newyorkestateplanninglawyerblog.com/
  • Sep 27

    New Law Allows Owners to be Buried with Pet

    New Law Allows Owners to be Buried with Pet
    All across the country there are cemeteries for people and cemeteries for pets. Virginia has become the third state in the nation to pass a law allowing pet owners to be buried with man's best friend. Joining New York and Pennsylvania,…
  • Sep 25

    More Estate Planning Lessons from Celebritie

    More Estate Planning Lessons from Celebritie
    Celebrity estate plans often come with extraordinary wealth and considerable resources. However, celebrities are still not immune to estate planning issues and the consequences of poor planning. Several recent celebrity estate planning issues…
  • Sep 22

    Estate Planning Errors to Avoid

    Estate Planning Errors to Avoid
    According to estate planning professionals, almost 65% of Americans do not have a basic will or estate documents drafted. Although it is nice to think that your family will be able to take care of your estate and know your wishes, the truth…
Rank this Week: 901

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/
  • Mar 27

    Downsides of Do-It-Yourself Powers of Attorney

    Downsides of Do-It-Yourself Powers of Attorney
    Powers of attorney are powerful documents that grant another individual broad rights over medical and financial decisions. Such an important power should involve careful planning. Ready-made legal forms found online, software programs with…
  • Mar 25

    Beneficiary Designation Reminder

    Beneficiary Designation Reminder
    Beneficiary designation forms are an important way for account and asset owners to ensure the respective assets pass to the individuals of their choosing. Mistakes with beneficiary designations could result in serious loss – the…
  • Mar 23

    Creditor Claims Against Decedents in North Carolina

    Creditor Claims Against Decedents in North Carolina
    One of the many responsibilities executors have is ensuring that the decedent’s debts are satisfied. Creditor claims against estates in North Carolina generally fall into categories of priority. The North Carolina Administrative Office…
Rank this Week: 972

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/
  • Mar 16

    Continuing Care Retirement Communities are the Least Profitable Businesses in the US

    Continuing Care Retirement Communities are the Least Profitable Businesses in the US
    By: Attorney Nathan Simpson According to a new article in Forbes, Continuing Care Retirement Communites (CCRCs) and Assisted Living Facilities are the least profitable business in the US, turing on average a -1.0% profit margin. While this…
  • Feb 17

    Obama’s Proposals Reminds Us To Reduce Our Legislative Risk Through Tax Diversification

    Obama’s Proposals Reminds Us To Reduce Our Legislative Risk Through Tax Diversification
    By Attorney Dan Vu We have all heard of the saying, “Don’t put all your eggs in one basket.” In the investment world, this means don’t put everything you have into one stock. Apple might be doing great now, but no…
  • Feb 10

    Important Information About Medicare Enrollment

    Important Information About Medicare Enrollment
    By: Attorney Nathan Simpson Getting Medicare enrollment correct is very important to avoid gaps in coverage. The Journal of Financial Planning has published a handy timeline which helps seniors plan for when to enroll. The Journal recommends…
Rank this Week: 966

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: 961

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…
  • May 14

    Why Living Trusts Don’t Always Avoid Probate in Florida

    Why Living Trusts Don’t Always Avoid Probate in Florida
    Living trusts are a popular tools for avoiding probate in Florida. But even though probate may not be required to transfer assets, the trustee may want to probate the deceased person’s estate to deal with creditors.Why Living Trusts…
Rank this Week: 965

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: 1058

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: 1089

epilawg

epilawg

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

http://epilawg.com/
  • Mar 23

    How to Collect Your Final Wage

    How to Collect Your Final Wage
    Collecting Final Wages from Your Employer Most of us don’t work for free. If your employer hasn’t paid you all of the wages you’ve earned, then that’s exactly what you’d be doing. What follows is […]How to…
  • Mar 19

    Painless Probate: Closing Informally

    Painless Probate: Closing Informally
    I really don’t know how probate got such a bad reputation, but in my experience it isn’t that bad. As other contributors to Epilawg have noted (see for example: Estate Planning Myth #6: I Must […]Painless Probate: Closing…
  • Mar 12

    Postnuptial Agreement

    Postnuptial Agreement
    We’ve written before about prenuptial agreements (“prenups”), which are agreements entered into by a couple before marriage that most often outline the ownership and division of property should a marriage end either by…
Rank this Week: 1114

Fiduciary Folio

Fiduciary Folio

Covers fiduciary (wills, estates, entity representations) law, particularly as applied in the State of Georgia. By Tanner Pittman.

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Mar 6

    Clarke County Superior Court totally reversed on appeal in trust matter

    Clarke County Superior Court totally reversed on appeal in trust matter
    The superior court judge of Athens-Clarke County apparently totally botched a trust litigation matter, according to the Georgia Court of Appeals. The lower court had determined that a trust's maker (the "settlor") had improperly amended…
  • Feb 25

    Facebook at vanguard of digital inheritance

    Facebook at vanguard of digital inheritance
    Facebook users (of which this firm is not one) have long since realized that their accounts are digital journals of their lives. These records are valuable, not only to users, but to their posterity.  Responding to…
  • Dec 9

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
Rank this Week: 1138

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Testatrix Intended to Donate Entire Estate to Charity

    Testatrix Intended to Donate Entire Estate to Charity
    A Probate Lawyer said that, this is an appeal from an order of the Appellate Division of the Supreme Court in the Second Judicial Department (229 App. Div. 809, 242 N. Y. S. 621), entered May 22, 1930, modifying and affirming as modified a…
  • Mar 28

    Court Interprets Will Provision

    Court Interprets Will Provision
    A Probate Lawyers said that, on May 29, 1963, decedent executed his Will, which through paragraph SIXTH reads as follows: 'I, of the City of Syracuse, County of Onondaga and State of New York, do make, publish and declare this to be my last…
  • Mar 27

    Are Inter Vivos Dispositions to the Widow Properly Includible in Decedent's Estate

    Are Inter Vivos Dispositions to the Widow Properly Includible in Decedent's Estate
    A Probate Lawyer said that, this is a proceeding by the executors pursuant to SCPA 1421 to determine the validity and effect of an election by the decedent's surviving spouse. The decedent executed a will on February 25, 1965 which has been…
Rank this Week: 1264

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

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

http://blog.kylekrull.com/kansas-missouri-estate-planning/
  • Mar 27

    Inter Vivos* Giving Benefits Giver

    Inter Vivos* Giving Benefits Giver
    If you are giving while you are living, then you are knowing where it is going.
  • Mar 26

    Perpetual Posting* Pertaining to Perpetuities?

    Perpetual Posting* Pertaining to Perpetuities?
    It appears another state is looking to bag its "Rule Against Perpetuities" limiting the number of years assets may be held in trust. Legislation is awaiting the signature of Mississippi Governor Phil Bryant. The vote in the House…
  • Mar 25

    Medicaid - Providing for the "Community Spouse"

    Medicaid - Providing for the "Community Spouse"
    When one spouse is in a nursing home, he or she is referred to as the "institutional" spouse in Medicaid-speak. The other spouse, the one who remains at home is referred to as the "community" spouse. Naturally, the primary…
Rank this Week: 1201

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/
  • Mar 27

    Idaho Elder Law - Veterans Benefits Planning

    Idaho Elder Law - Veterans Benefits Planning
    A veteran must first meet certain wartime service and discharge requirements before being considered for any type of pension benefit. Additionally, a surviving spouse must meet certain marriage requirements to the qualified veteran.
  • Mar 26

    Idaho Estate Planning - Mistakes to Avoid in Planning for Retirement

    Idaho Estate Planning - Mistakes to Avoid in Planning for Retirement
    Experts say that the right retirement plan involves timing and opportunity. But nobody’s perfect. We all are apt to make a mistake, but we can usually make things right.
  • Mar 25

    Idaho Estate Planning - Many Benefits of Charitable Giving

    Idaho Estate Planning - Many Benefits of Charitable Giving
    There a few factors that come into play when creating a giving plan. Donors need to consider the pros and cons tax-wise of donating various types of property—and also the manner and timing of the gift.
Rank this Week: 1301

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
  • Mar 26

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

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

    Best nursing homes in Sacramento

    Best nursing homes in Sacramento
    I just saw this article at US News rating the best nursing homes in Sacramento. Good list to consider for your loved ones. Here’s the link.
  • Mar 11

    Best nursing homes in Sacramento

    Best nursing homes in Sacramento
    I just saw this article at US News rating the best nursing homes in Sacramento. Good list to consider for your loved ones. Here’s the link. The post Best nursing homes in Sacramento appeared first on California Probate Attorney.
Rank this Week: 1273

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Mar 25

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

    Ukkestad v. RBS Asset Finance, Inc. - Heggstad Petition
    A Heggstad petition is a commonly filed probate petition in California. The petition is filed under Probate Code § 850. The purpose of the Heggstad petition is to obtain a court order confirming that a particular piece of…
  • Mar 19

    Executor of a Will (Letters Testamentary)

    Executor of a Will (Letters Testamentary)
    A statement I commonly hear, albeit erroneous, is where a person mentions that a relative or friend passed away and they are now the executor after reading their will. However, this hypothetical person is misinformed in terms of California…
  • Mar 11

    Birth dates in a Testamentary Document

    Birth dates in a Testamentary Document
    A common provision in a parent's testamentary document, i.e. a trust or will, is the birth dates of their children. This causes many parents to ask, why should I list the birth dates of my children in a testamentary document? The answer is…
Rank this Week: 1296

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/
  • Mar 24

    Do You Want FHA Approval for Your Condominium?

    Do You Want FHA Approval for Your Condominium?
    There are all kinds of acronyms floating around when talking about mortgage programs for condominium associations:  FHA, VA, FMNA, FHLMC, FDMC, etc.  Community associations may benefit from learning about these programs, especially…
  • Mar 23

    12-Packs Available Earlier Than Anticipated

    12-Packs Available Earlier Than Anticipated
    Earlier this month, the PLCB made headlines when they issued a ruling indicating that beer distributors could now sell 12-packs of beer.  In the wake of that decision, many beer distributors and breweries were scrambling to make changes…
  • Mar 16

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?
    In the early stages of starting a business, entrepreneurs often face many problems, most of which require time and money to evaluate and resolve. That being said, there are certain investments a business owner can make that will save a lot of…
Rank this Week: 1285

Arizona Senior Law Blog

Arizona Senior Law Blog

Covers topics like Arizona Medicaid, ALTCS, and estate planning. By Jackson White.

http://www.arizonaseniorlaw.com/news/
  • Mar 20

    IRA May Have to be Closed for ALTCS

    IRA May Have to be Closed for ALTCS
    Question: My mother has monthly income of about $1,400, about $1,800 in her checking account, and a small IRA with a balance of about $45,000. She needs long-term care, and I understand that Arizona Long Term Care System provides coverage to…
  • Mar 16

    Gift Won’t Delay Eligibility for 5 Year

    Gift Won’t Delay Eligibility for 5 Year
    Question: Last year, I gave about $13,000 to each of my three children. I spoke with my financial planner about paying for long-term care, and she advised me that since I gave away about $39,000, I would have to wait a full five years before…
  • Mar 6

    Determining the Cost of ALTCS

    Determining the Cost of ALTCS
    Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Question: My neighbor informed me that when her mother got on the Arizona Long Term Care…
Rank this Week: 1189

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/
  • Mar 13

    What are the top signs a criminal tax investigation is forthcoming?

    What are the top signs a criminal tax investigation is forthcoming?
    While many people think that a criminal tax situation is something that cannot happen to them unless they had the intent to defraud the government, the truth is that criminal tax charges can be triggered by even a slight misstep. Mistakes on…
  • Mar 12

    More than 100 International Agreements Mean the Risk of Undisclosed Foreign Account Detection is Higher Than Ever

    More than 100 International Agreements Mean the Risk of Undisclosed Foreign Account Detection is Higher Than Ever
    At one point, banking secrecy laws in traditional tax havens were considered to provide ample protections in concealing the identity of the account holder. Wealthy individuals, companies, partnerships and a variety of other entities utilized…
  • Mar 11

    Filing Taxes Each and Every Year is Essential

    Filing Taxes Each and Every Year is Essential
    If you were to ask people about the things that they should do every single year, they are likely to mention visiting the doctor for a physical, taking their car in for preventative maintenance, and maybe even a tradition that the person…
Rank this Week: 1195

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: 1227

California Tax Attorney Blog

California Tax Attorney Blog

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

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

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

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

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 1247

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/
  • Mar 27

    Trusts Are Only for the Rich, Right? Wrong!

    Trusts Are Only for the Rich, Right? Wrong!
    Trusts can be a very helpful estate planning tool no matter what your financial status.
  • Mar 25

    Get the 411 on Roth IRA

    Get the 411 on Roth IRA
    Consider whether a Roth IRA is right for you and seek advice from experienced financial advisors and estate planning attorneys.
  • Mar 23

    Providing for Your Heirs, Regardless of Your Pocketbook Size

    Providing for Your Heirs, Regardless of Your Pocketbook Size
    There are many ways one can pass assets to their children, but you should seek advice and consider all options before finalizing a plan.
Rank this Week: 1362

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Mar 26

    Promises, Promises…Can You Enforce a Promise to Leave You Property in a California Will?

    Promises, Promises…Can You Enforce a Promise to Leave You Property in a California Will?
    Ever have someone make you a promise?  How about a promise to leave you property after they die, if only you take care of them while they are alive?  That can be a good deal, or a terrible deal when the person making the promise…
  • Mar 19

    Top 10 Things Every Will Beneficiary Must Know!

    Top 10 Things Every Will Beneficiary Must Know!
    If you are the beneficiary of a California Will, there’s a few things you need to know in order to understand and protect your rights.  Here’s  the Top 10 things you must know as a Will Beneficiary: 1.  The Last…
  • Mar 12

    The Four Factors For California Financial Elder Abuse

    The Four Factors For California Financial Elder Abuse
    Financial elder abuse in California is become more commonplace with our aging population.  In California, there are laws that are meant to protect the physical and financial wellbeing of seniors.  In this video, Stewart Albertson…
Rank this Week: 1389

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: 1328

Estate of Confusion

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://www.forbes.com/sites/hanisarji/
Rank this Week: 1314

Thoughts on Wills & Estate…

Thoughts on Wills & Estate Planning

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

http://estateplanninginfoblog.com
  • Jan 4

    Federal Estate and Gift Tax Rules for 2013, Including Example

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

    My 21 Favorite Estate Planning Insults and Comeback

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

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

    The Fiscal Cliff and Your Estate Planning (Part III): The Impact on You
    In the first post of this series, we discussed the fiscal cliff and its impact on our economy.  In the previous post, we covered the proposals most likely to be considered by Congress in the coming weeks.  In this final post of the…
Rank this Week: 1339