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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 29

    Millionaire Dies Intestate With 30 Possible Heir

    Millionaire Dies Intestate With 30 Possible Heir
    After the death of Truong Dinh Tran in 2012, the legal battle to distribute his $100 million wealth began and will likely continue for years. Tran left no will, and at least five women had children with Tran for a...
  • Jul 29

    Funding GRATs With Bitcoin

    Funding GRATs With Bitcoin
    As I have previously discussed, the IRS issued a notice in March that announced that for tax purposes bitcoins and other virtual currency will be treated as property. This notice created more certainty for using bitcoins for financial…
  • Jul 29

    Jackson Estate Center of Documentary

    Jackson Estate Center of Documentary
    Film Producer Edward Bass’s new project turns an investigative eye toward the executors of Michael Jackson’s estate. The documentary titled “Follow the Money” will likely cover the continuing legal battles by the estate, which have…
Rank this Week: 75

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: 117

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 19

    Trustees' Duty to Diversify Investment

    Trustees' Duty to Diversify Investment
    The British Columbia Court of Appeal removed a trustee for lending all of the trust funds in one trust to a related trust, finding that the investment was an improvident one. In reaching its decision in Miles v.Vince, 2014 BCCA 289, the Court…
  • Jul 12

    Davies Estate -- Evidence that Notice of Application of Estate Grant Given At Least 21 Days Before Submission Filed

    Davies Estate -- Evidence that Notice of Application of Estate Grant Given At Least 21 Days Before Submission Filed
    One of the changes in procedure in the new probate rules is that when you apply for an estate grant in British Columbia, you now have to give notice to beneficiaries and those who would be entitled to a share of the estate if the deceased had…
  • Jul 5

    Eckford v. Vanderwood

    Eckford v. Vanderwood
    A lot can happen between the time of the death of a spouse or parent and a trial of a wills variation claim. What happens if the court finds that the deceased’s made an adequate provision for his spouse at the time of death, but there…
Rank this Week: 165

Toronto Estate Law Blog

Toronto Estate Law Blog

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

http://estatelaw.hullandhull.com/
  • Jul 28

    No More Carrigan

    No More Carrigan
    The Ontario Court of Appeal released their decision in Carrigan v. Carrigan Estate (“Carrigan”) on October 31, 2012.  Carrigan drastically changed our understanding of the priority scheme for the payment of pre-retirement…
  • Jul 28

    Service without a Smile

    Service without a Smile
    In a recent endorsement, Justice E. M. Morgan rejected a proposal made by counsel for the Defendants that would have introduced what could have been an amusing new requirement for service of documents. In Ontario, Rule 16 of the Rules of…
  • Jul 25

    Late actor’s whiskey brand the subject of litigation

    Late actor’s whiskey brand the subject of litigation
    John Wayne was known by many of his fans as “the Duke”.  Now, thirty-five years after the late actor’s death, his estate is involved in litigation with respect to the use of Wayne’s iconic nickname and image. The…
Rank this Week: 179

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: 306

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: 309

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: 315

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: 354

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 385

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jul 27

    Keep The Peace In The Family Or Your Heirs Will Reap The Whirlwind

    Keep The Peace In The Family Or Your Heirs Will Reap The Whirlwind
    In her last public interview in 1994, Jacqueline Kennedy Onassis stated that her most important accomplishment in life was to insure that her children loved each other. Your lawblogger has taken her words to heart over the years. As a…
  • Jul 21

    Philip Seymour Hoffman Did Not Leave His Estate To His Children

    Philip Seymour Hoffman Did Not Leave His Estate To His Children
    Your lawblogger truly believes that  Philip Seymour Hoffman was the best actor of his time. Too bad this does not extend to his ability at estate planning. As reported by the New York Post and by extra tv.com here , Hoffman did not want…
  • Jul 21

    Philip Seymour Hoffman Did Not Leave His Estate To His Childrfen

    Philip Seymour Hoffman Did Not Leave His Estate To His Childrfen
    Your lawblogger truly believes that  Philip Seymour Hoffman was the best actor of his time. Too bad this does not extend to his ability at estate planning. As reported by the New York Post and by extra tv.com here , Hoffman did not want…
Rank this Week: 443

All About Estates

All About Estates

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

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

    A medical perspective on Estate matters – a chastened viewpoint

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

    Who is Your Daddy?

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

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 509

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
Rank this Week: 589

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/
  • Aug 18

    Child Injured in Car Accident

    Child Injured in Car Accident
    On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked with…
  • Aug 18

    Child Injured in Car Accident

    Child Injured in Car Accident
    On October 31, 1958, a little girl was waiting in a mobile x-ray truck to be x-rayed. She was unaware that just behind the truck, a panel van was attempting to pull away from the curb. The panel van’s rear bumper became interlocked…
  • Aug 7

    Plaintiff Claims She was Defrauded

    Plaintiff Claims She was Defrauded
    The plaintiff in the case is Willie B. Sosa. The defendants in the case are Lorenzo Hines, Eddie Meyers, Harold Hall, and the Estate of Dessie Ree Meyers. The judge in the case is Arthur M. Schack. About the Case
Rank this Week: 623

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 28

    Matt Gurney: A heavy-hearted culling of the heirloom

    Matt Gurney: A heavy-hearted culling of the heirloom
    When the topic of personal and household possessions comes up in the context of an estate, it's usually a matter of who is going to get what. Often there is a scramble to make sure everyone gets his or her share of Mom's or Dad's possessions.…
  • Jul 26

    She told me I'd inherit the house but didn't say so in her will. Now what?

    She told me I'd inherit the house but didn't say so in her will. Now what?
    What if someone in your family promised that you would inherit her house, but then doesn't say so in her will? Is there anything that can be done? Does it make a difference that the other beneficiaries agree that you can have the house? This…
  • Jul 25

    Can an executor back away without personal liability if the job is too much?

    Can an executor back away without personal liability if the job is too much?
    If a person takes on the job of executor and finds that she can't handle it, can she back out? And if she does, will she incur personal liability? A reader asked me about this recently. As this situation is one that I hear about frequently, I…
Rank this Week: 731

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • 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…
  • Apr 14

    Feds Taking Money from Children Whose Parents Might Owe U.S. Money

    Feds Taking Money from Children Whose Parents Might Owe U.S. Money
    CBS News:  “Two months ago, Mary Grice, a career employee at the Food and Drug Administration, was notified the U.S. Treasury had confiscated her state and federal tax refunds totaling $4,500.  The claim against her came from…
  • Apr 13

    USDA Bans Junk Food From School

    USDA Bans Junk Food From School
    epicurious:  “New rules for school food kick in this July — and for kids going back to school in the fall, it’s sad sad news (okay, not really sad, but healthy healthy news). According to new regulations being…
Rank this Week: 729

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 29

    Dangers of Relying on Joint Accounts for Estate Planning in Florida

    Dangers of Relying on Joint Accounts for Estate Planning in Florida
    Many people see joint accounts as a cheap and easy way to avoid probate, since joint property passes to the join owner at death, but these accounts can actually be quite risky when it comes to estate planning. Joint ownership of accounts can…
  • Jul 28

    Banker Suicides indicate Stress of the Profession.

    Banker Suicides indicate Stress of the Profession.
    If your family works in a high stress profession is a good idea to make sure you and your family keep their estate plans up to date. The unexpected deaths of finance workers in the past few months by suicide around the world have raised…
  • Jul 18

    Probate: Is it a good idea to give your heirs their inheritance while you are still alive?

    Probate: Is it a good idea to give your heirs their inheritance while you are still alive?
    Planning an estate can be a difficult process, but also a rewarding one because it helps to ensure that a person's heirs will be provided for after he or she dies. Many assume they should wait until after death to convey assets to their…
Rank this Week: 758

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/
  • Jul 17

    Lou Reed's Estate Teaches A Lesson In Trust Planning

    Lou Reed's Estate Teaches A Lesson In Trust Planning
    I guess we shouldn't be surprised. After all, Lou Reed was the man who famously crooned, “Hey babe, take a walk on the wild side.” The late lead singer and guitarist of The Velvet Underground -- and of course, a musician and…
  • Jun 15

    Casey Kasem Teaches Lessons In End of Life Planning and Elder Abuse

    Casey Kasem Teaches Lessons In End of Life Planning and Elder Abuse
    It appears that the life of famed Top 40 Countdown host Casey Kasem is nearly at an end. Last Wednesday, a Los Angeles Judge ruled that Casey Kasem’s daughter, Kerri Kasem, could suspend the artificial delivery of food and water to…
  • Jun 3

    Wife of Donald Sterling Used Family Trust To Cut Him Out

    Wife of Donald Sterling Used Family Trust To Cut Him Out
    It seems that everyone wanted Los Angeles Clippers owner Donald Sterling to sell the team, after his racist remarks about Magic Johnson and African Americans became public knowledge. The NBA Commissioner, owners, players, Clipper fans, and…
Rank this Week: 743

Florida Probate Litigation…

Florida Probate Litigation Attorney Blog

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

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

    Actor's death exemplifies the importance of guardianship

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

    Undue influence can often lead to financial exploitation

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

    Florida suit seeks to protect surviving spouse in gay marriage

    Florida suit seeks to protect surviving spouse in gay marriage
    Eight couples in Florida recently filed a lawsuit against the state, claiming that Florida's ban on gay marriage violates their rights under the U.S. Constitution. The couples, each living in Florida, but married in another state that…
Rank this Week: 748

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: 764

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
  • Jul 23

    Choices When A Spouse Inherits An IRA

    Choices When A Spouse Inherits An IRA
    A spouse who inherits an IRA has two choices. The surviving spouse can move the account into an inherited IRA to keep the tax shelter. Or he or she can roll the account over into his or her own IRA. The decision, says a story posted on…
  • Jul 16

    Lou Reed ‘Walked On The Wild Side’ With His Will

    Lou Reed ‘Walked On The Wild Side’ With His Will
    Lou Reed, singer, songwriter and guitarist and a founder of the Velvet Underground, talked about “walking on the wild side” in one of his most famous songs. The rock and roll hall of fame also walked on the wild side when it came…
  • Jul 9

    Inherited IRAs Not Protected

    Inherited IRAs Not Protected
    The Supreme Court has ruled that inherited IRAs are not protected in bankruptcy. The June opinion, which has far reaching implications according to a story in Forbes, found that Heidi Heffron-Clark, who inherited an IRA from her mother in…
Rank this Week: 791

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jul 25

    Giving Art

    Giving Art
    Hippocrates wrote, “vita brevis, ars longa.” Translated, this means “life is short, art is long.” It is a common reference to how time limits life and how art may prolong those limits. In an article that explores…
  • Jul 7

    CONTESTING A WILL

    CONTESTING A WILL
    Often times, people are displeased by the terms of a family member’s will and would like to have a court set aside the will. This frequently occurs when relatives are left out of a will, and there is concern that the will does not…
  • Jun 29

    Insuring Your Final Wishes Through Proper Estate Planning

    Insuring Your Final Wishes Through Proper Estate Planning
    The consequences of will disputes range from the goals of the individual who created the will being greatly frustrated to failing completely, which is a shame because a will represents a person taking the time and energy to memorialize his or…
Rank this Week: 852

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

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

    Not Many Texting While Driving Ticket

    Not Many Texting While Driving Ticket
    Last year Virginia law was changed to make texting while driving a primary offense, which means an officer can pull you over solely because thinks you’re texting. But are tickets being written for texting? Not really. According to the…
  • Jul 18

    Virginia Speeding Ticket When Out of State

    Virginia Speeding Ticket When Out of State
    If you’ve received a Virginia speeding ticket when you’re out of state, you’re in the right place to learn how to handle it. This video gives you a quick overview of the situation. I’m a local attorney who focuses on…
  • Jul 18

    Virginia Reckless Driving Penaltie

    Virginia Reckless Driving Penaltie
    There are a wide variety of Virginia reckless driving penalties that a judge can impose. I explain a few of them in this video, so you can begin to learn about your case. Virginia Reckless Driving Penalties Video Transcription Hi, my name is…
Rank this Week: 854

Tax Problem Attorney Blog

Tax Problem Attorney Blog

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

http://www.taxproblemattorneyblog.com/
Rank this Week: 842

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: 918

Ask Liza: Nolo's Estate Planning…

Ask Liza: Nolo's Estate Planning Blog

Covers estate planning and wills. By Liza Weiman Hanks.

http://blog.nolo.com/estateplanning/
  • Dec 25

    Excluding Someone From Your Will

    Excluding Someone From Your Will
    Dear Liza:  I am helping my friend make a Will. It’s very simple, with one heir. She wants to make sure her brother, who is her only living relative and from who she has been estranged from since they left home (she’s 75…
  • Dec 22

    Adding That New Baby

    Adding That New Baby
    Dear Liza: My wife and I are the proud parents of two young boys.  As a part of our estate planning we have created a Joint Living Trust and funded it with the title to our home, our life insurance policies as well as a few other things.…
  • Aug 20

    Should We Get Married? Estate Planning for Same Sex Couples Now

    Should We Get Married? Estate Planning for Same Sex Couples Now
    Dear Liza: My long term domestic partner of 30 years and I were registered domestic partners for a few years and then she decided she wanted to be totally financially independent of me so we terminated the agreement last year.  We are…
Rank this Week: 920

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 28

    Care Choices For Elderly Loved One

    Care Choices For Elderly Loved One
    The range of needs an elderly loved one may require can vary and change over time, therefore careful consideration must be taken when selecting the right kind of care in each situation.
  • Jul 25

    Passing On A Prized Collection To Your Heir

    Passing On A Prized Collection To Your Heir
    Estate planning can be daunting to think about, but it can be even more so when collections and collectibles are involved as they often create sentimental and emotional issues among family members.
  • Jul 23

    A Strategic Plan For Gifting

    A Strategic Plan For Gifting
    Gifting with a purpose and a plan can help strategically move family wealth from one generation to another.
Rank this Week: 953

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

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

    Proper Estate Planning Can Ease Everyone’s Mind

    Proper Estate Planning Can Ease Everyone’s Mind
    While death is just as inevitable as taxes, dying without being properly prepared is not. Proper estate planning, one that delves into as many contingencies as possible, can provide great comfort to not only the person reaching the end of the…
  • Jul 17

    Planning For Death, Like Estate Planning, Is A Last Gift To Loved One

    Planning For Death, Like Estate Planning, Is A Last Gift To Loved One
    Proper estate planning is like a gift people give to their loved ones and possibly to organizations they wish to include in the disbursement of their holdings. Another gift, one that is much more emotionally charged but equally important, is…
  • Jul 10

    Celebrity Estate Planning Foul-Ups Provide Lessons To Learn From

    Celebrity Estate Planning Foul-Ups Provide Lessons To Learn From
    An article in Forbes magazine a while back points out that there are lessons to be learned in estate planning from some celebrities. For the most part that lesson is: Don’t do what these people did. “Like many Americans, you may…
Rank this Week: 970

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    The Issue in this Case is Whether Attorneys Fees Should be Granted

    The Issue in this Case is Whether Attorneys Fees Should be Granted
    A New York Probate Lawyer said that, before the court is the first and final account of the Public Administrator for the estate of the decedent, who died intestate, a resident of Hempstead, on June 21, 1993, leaving one daughter, surviving.…
  • Jul 10

    Court Decides a Case Regarding Kinship Issue

    Court Decides a Case Regarding Kinship Issue
    A New York Probate Lawyer said this is a case of accounting of the Public Administrator, where the issue of kinship was referred to a court attorney/referee pursuant to SCPA 506. All parties stipulated to waive the report of the referee and…
  • Jul 9

    Court Determines Legal Fees in Probate Case

    Court Determines Legal Fees in Probate Case
    A New York Probate Lawyer said that, before the court is the first and final account of the Public Administrator for the estate of the decedent, who died intestate, a resident of Hempstead, on June 21, 1993, leaving one daughter, surviving.…
Rank this Week: 948

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/
  • Jul 23

    When Beneficiary Designations are Void

    When Beneficiary Designations are Void
    As a general rule, beneficiary designations supersede instructions for transferring assets that may appear in a Will. This is one of the reasons why regular reviews of one’s estate plan are critical. A Last Will and Testament may be…
  • Jul 22

    Consequences of No Digital Asset Protection

    Consequences of No Digital Asset Protection
      Digital asset protection is more than leaving behind one’s passwords. In an increasingly paperless world, failing to create instructions for accessing digital accounts could create problems for surviving family members. Email and…
  • Jul 15

    Chatham County, NC Estate Administration Change

    Chatham County, NC Estate Administration Change
    The Chatham County Clerk of Superior Court recently released updates to estate administration rules. We provide a link to the official changes to Estate Administration – General Rules Practices 2014. One example of the revised…
Rank this Week: 945

Law Office of Donald D. Vanarelli…

Law Office of Donald D. Vanarelli Blog

Covers New Jersey elder law and estate planning.

http://www.dvanarelli.com/blog
Rank this Week: 964

Idaho Estate Planning

Idaho Estate Planning

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

http://idahoestateplanning.typepad.com/idaho_estate_planning/
  • Jul 28

    Idaho Estate Planning - Family Business Succession

    Idaho Estate Planning - Family Business Succession
    Identifying a successor is the first step in the planning process. Many owners of family businesses turn to an adult child, a grandchild or other relative to take over the reins.
  • Jul 25

    Idaho Elder Law - Even Rhinestone Cowboys Need Care Planning

    Idaho Elder Law - Even Rhinestone Cowboys Need Care Planning
    [Glen Campbell's wife] Kim Campbell told The Associated Press in an email Thursday that the 78-year-old's Alzheimer's disease has progressed to the point that he needs access to medical care 24 hours a day.
  • Jul 24

    Idaho Estate Planning - Powers of Attorney

    Idaho Estate Planning - Powers of Attorney
    Generally, there are four types of powers of attorney, or POA.
Rank this Week: 1044

Utah Estate Planning

Utah Estate Planning

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

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

    The Joy Of Inheriting Appreciated Property

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

    When PODs Go BAD

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

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 1053

Vandrew Law Blog

Vandrew Law Blog

Covers asset protection, estate planning, tax law, and small business law.

http://vandrew.com/
  • Jul 29

    Estate Planning & Cognitive Bia

    Estate Planning & Cognitive Bia
    If you’ve ever attended any of my seminars, you know that one of the points I hammer home is that estate planning is the easiest thing in the world on which to procrastinate. None of us thinks we will due anytime soon, so if there is…
  • Jun 12

    Inherited IRAs held by Supreme Court NOT to be Asset Protected

    Inherited IRAs held by Supreme Court NOT to be Asset Protected
    Many of us in the estate planning field have been following Clark v. Rameker, a case regarding Inherited IRAs. Today, the US Supreme Court finally issued its opinion. This case involved a party (Ruth Heffron) declaring bankruptcy. One of the…
  • May 16

    Drafting Wills & Trusts: Class on June 4

    Drafting Wills & Trusts: Class on June 4
    On Wednesday, June 4, I’ll be teaching a continuing education class on estate planning in Atlantic City for attorneys, CPAs, and CFPs. Credit will be given for all three professions. Follow the link below for more info and to register.…
Rank this Week: 1118

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog
  • Jun 20

    Notifying the California Department of Health Services of a death

    Notifying the California Department of Health Services of a death
    How does one go about notifying the California Department of Health Care Services (aka: “Medi-Cal”) of the death of a friend or loved one? You can have an attorney help you or just go to this handy link on their … Continue…
  • Jun 4

    Special Letters of Administration and Mortgage Companie

    Special Letters of Administration and Mortgage Companie
    “My husband died and the mortgage company won’t talk to me.” This is becoming a common statement that I hear. Mortgages and the actual deed to real estate are NOT connected. They are separate.  So, for example, if a…
  • May 29

    Could Donald Sterling use a blind trust?

    Could Donald Sterling use a blind trust?
    Donald Sterling has a pretty large net worth.  I don’t know if it’s $2 billion or $3 billion or what exactly it is.  I think most of us estate planning attorneys would call him “high net worth.”  I…
Rank this Week: 1131

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: 1091

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/
  • Jul 28

    Our Sidney Office

    Our Sidney Office
    By Dolly Wilkerson The Sidney office of Cooper, Adel and Associates is conveniently located approximately 1.5 miles from I-75 (Exit 94) at 2190 Wapakoneta Rd. This office mainly services clients from the surrounding counties of Shelby,…
  • Jul 27

    What is a Medallion Signature Guarantee?

    What is a Medallion Signature Guarantee?
    By Jon Stevenson The Medallion Signature Guarantee is used to verify the identity of an owner when selling or transferring traded assets such as stocks or bonds.This reduces the risk of the company processing the transfer by sharing the…
  • Jul 25

    What Is the Role of the Case Worker in my Medicaid Application?

    What Is the Role of the Case Worker in my Medicaid Application?
    By Jess LoPiccolo Your case worker is an employee of the county Department of Job and Family Services. Their job is to collect and enter the information needed to determine whether you are eligible for Medicaid benefits. Each county has their…
Rank this Week: 1156

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/
  • Jul 25

    U.S. Supreme Court to Decide Pregnancy Discrimination Case

    U.S. Supreme Court to Decide Pregnancy Discrimination Case
     On July 1, 2014, the United States Supreme Court granted certiorari in Young v. UPS, Inc. to decide “whether and in what circumstances, an employer that provides work accommodations to nonpregnant employees with work limitations…
  • Jul 1

    Amanda James Joins Sullivan & Ward, P.C.

    Amanda James Joins Sullivan & Ward, P.C.
    Amanda James has joined Sullivan & Ward, P.C. as an associate attorney.  Amanda graduated from Drake University Law School in 2008.  Since that time, she has focused her practice on public utility and regulatory work.  She…
  • Jun 30

    John T. Ward and Richard R. Chabot Honored

    John T. Ward and Richard R. Chabot Honored
    Sullivan & Ward, P.C.'s President and CEO, John T. Ward, was recently honored by the Iowa State Bar Association as a member of the "50 Year" class of 2014.  John graduated from Drake University Law School in 1964 and has been…
Rank this Week: 1188

epilawg

epilawg

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

http://epilawg.com/
  • Jul 23

    MN Public Benefit Corporation Act

    MN Public Benefit Corporation Act
    More and more business owners are incorporating a charitable intent or purpose into their companies. However, many still wish to remain a for-profit business and therefore do not apply for non-profit or tax-exempt status. Recently,…
  • Jul 17

    Supreme Court Rules on Inherited IRA

    Supreme Court Rules on Inherited IRA
    On June 12, 2014, the U.S. Supreme Court ruled on a divisive bankruptcy and estate planning case.  At issue was whether an individual retirement account (“IRA”) that a debtor inherited was exempt from the debtor’s…
  • Jul 15

    Independent Contractor

    Independent Contractor
    Some of the small business clients I work with often want to hire an independent contractor versus bringing on a permanent employee. The use of independent contractors is very attractive to businesses because it can […]Independent…
Rank this Week: 1184

Texas Probate Litigation

Texas Probate Litigation

Covers Texas will contests, trust and inheritance disputes. By J. Michael Young.

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

    Court imposes constructive trust for mother's benefit

    Court imposes constructive trust for mother's benefit
    A heartbreaking part of my practice is seeing a child take advantage of an elderly parent. A common scenario is the adult child whose "job" becomes taking care of a parent. The arrangement can benefit both, as the parent receives...
  • May 26

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"
    In In re Hannah, the Houston Forteenth Court of Appeals considered the Texas Estates Code definitions of a "probate proceeding" and a "matter related to a probate proceeding." The case involved a claim by the beneficiary of prior wills…
  • Feb 7

    It is difficult to obtain summary judgment dismissal of a will contest

    It is difficult to obtain summary judgment dismissal of a will contest
    A standard tactic in defending a will contest is for the proponent of the will to seek dismissal by a summary judgment motion. Under Texas law, a summary judgment dismisses a case before trial. It is designed to dispose of...
Rank this Week: 1214

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jul 17

    Locating Trust Asset

    Locating Trust Asset
    One of the primary functions that a trustee is entrusted with undertaking is inventorying and appraising the decedent's trust estate, i.e. the assets in the trust. Naturally this can be a difficult situation because the decedent will…
  • Jul 10

    Trust Modification

    Trust Modification
    One should not be penny-wise pound-foolish when amending a trustThere are many issues in life that, at first blush, require ostensibly only a slight tweak, gentle nudge or subtle adjustment. For example, a leaking faucet, a malfunctioning…
  • Jul 3

    Attorney Fees - Hourly, Flat and Contingency

    Attorney Fees - Hourly, Flat and Contingency
    When a client hires an attorney, one question that always arises is the fee arrangement. The client is obviously interested in knowing how the attorney will be paid. The three generally understood fee arrangements are (1) hourly rate, (2)…
Rank this Week: 1155

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Jun 27

    The Aereo Decision & Cloud Computing

    The Aereo Decision & Cloud Computing
    In American Broadcasting Companies, Inc. v. Aereo, Inc. the U.S. Supreme Court recently held that Aereo's service, which converts and subsequently (re)transmits over-the-air television broadcasts in near real time to Aereo's customers via the…
  • May 30

    Congressional Committee Approves Permanent Bonus Depreciation & Charity Bill

    Congressional Committee Approves Permanent Bonus Depreciation & Charity Bill
    Bloomberg BNA on proposed permanent extension of bonus depreciation: The House Ways and Means Committee approved legislation to make bonus depreciation permanent, as well as a number of tax measures related to charitable giving. The…
  • Apr 28

    Substantial Presence Test & Closer Connection Exception

    Substantial Presence Test & Closer Connection Exception
    Many inhabitants of the northern United States or Canada seek respite from colder climates by living part of the year in warmer climates of states in the southern United States, particularly Florida and Arizona. While these people are…
Rank this Week: 1202

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
  • Jul 25

    Back-Up Your Noggin

    Back-Up Your Noggin
    Like many professional offices, ours has gone electronic and mostly paperless – at least as much as an attorneys’ office can actually go paperless. So from time to time, a client will ask me whether and how we back-up our ……
  • Jul 18

    How to Use Annuities to Benefit Spouse/Step-Child Relationship within an Estate Plan

    How to Use Annuities to Benefit Spouse/Step-Child Relationship within an Estate Plan
    The estate planning complexities surrounding second marriages with blended families are largely under-estimated, not only by clients, but by their attorneys. Since second (and even third) marriages are becoming more common, it is not unusual…
  • Jul 11

    The Challenge of Annuities with Trust Planning

    The Challenge of Annuities with Trust Planning
    For the past several years, investors have experienced low yields both in bonds and in dividend declaring stocks. For those who mainly rely upon their investment income for retirement needs, it has been a tough environment. Financial firms…
Rank this Week: 1239

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
Rank this Week: 1279

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 20

    Casey Kasem: Top 40 countdown host's final countdown

    Casey Kasem: Top 40 countdown host's final countdown
    <!--[if !mso]> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <![endif]--> <!--[if gte mso 9]> Normal 0 false …
  • Jul 15

    Alzheimer's: a most poignant interview

    Alzheimer's: a most poignant interview
    Today on public radio, one of the most touching family stories I have ever heard about a family coping with Alzheimer's Disease. Kimberly Williams-Paisley, actress and wife of country singer Brad Paisley, discusses her family's journey after…
  • Jul 13

    Qualified plan longevity annuity hedges risk of outliving retirement saving

    Qualified plan longevity annuity hedges risk of outliving retirement saving
    Are you are concerned about running out of money before you run out of years? With longer lifespans, skyrocketing health costs, the demise of fixed pensions, and the looming Social Security crisis, everyone except the wealthiest are feeling…
Rank this Week: 1266

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Jul 2

    Spousal Inheritance after Divorce

    Spousal Inheritance after Divorce
    What rights does a divorced spouse have to inherit from a former spouse’s estate? Fla. Stat. § 732.703 became effective in 2012 and concerns beneficiary designations on life insurance policies, annuities, IRAs, 401ks and other…
  • Jul 2

    Elective Share for the Surviving Spouse

    Elective Share for the Surviving Spouse
    Can we agree to something else? The law in Florida is clear in its intentions to protect a surviving spouse from being disinherited.  Fla. Stat. 732.201-732.2155 specifies the applicable rules for a surviving spouse to claim the elective…
  • Jul 1

    Qualified Renunciation

    Qualified Renunciation
    In Florida, one of the pleading requirements for a Will Contest or Trust Contest is a general allegation in the complaint that the contestant renounces any benefit he or she receives under the challenged document. The “renunciation…
Rank this Week: 1265