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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jun 28

    CLE on Representing Estate and Trust Beneficiaries and Fiduciaries 2017

    CLE on Representing Estate and Trust Beneficiaries and Fiduciaries 2017
    The American Law Institute is holding a CLE entitled, Representing Estate and Trust Beneficiaries and Fiduciaries 2017, which will take place July 13-14, 2017, at the Sheraton Boston Hotel in Boston, Massachusetts. Provided below is a…
  • Jun 28

    Florida Governor Scott Vetoes Landmark Electronic Will Legislation

    Florida Governor Scott Vetoes Landmark Electronic Will Legislation
    On Monday, June 26, 2017, Florida Governor Rick Scott vetoed House Bill 277. The bill would have created the "Florida Electronic Wills Act." Below is the text of the letter from Gov. Scott to Secretary Detzner. Special thanks to…
  • Jun 27

    Article on Falling in Love

    Article on Falling in Love
    Judith T. Younger recently published an Article entitled, Falling in Love, Wills, Trusts, & Estate Law eJournal (2017). Provided below is an abstract of the Article: The story of the author’s romantic attachment to the teaching of Wills…
Rank this Week: 39

NJ Family Issues

NJ Family Issues

Focuses on New Jersey divorce and estate planning. By Paul G. Kostro.

http://www.kostrolaw.com/NJFamilyIssues
Rank this Week: 96

Toronto Estate Law Blog

Toronto Estate Law Blog

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

http://estatelaw.hullandhull.com/
  • Feb 3

    Lord Lucan: Declared Dead (Twice) and Still Missing

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

    Alzheimer Awareness Month: #StillHere

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

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

    Hull on Estates #452 – Responsibility for Joint Debts Upon Death
    This week on Hull on Estates, David Morgan Smith and Noah Weisberg discuss the responsibility for joint debt upon death of one of the debtors. Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on…
Rank this Week: 144

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/
  • Jun 26

    2015-16 Probate Court Filing Statistic

    2015-16 Probate Court Filing Statistic
    If you make your living in and around our probate courts you’ll find the FY 2015-16 Probate Court Statistical Reference Guide interesting reading. The chart below provides the “cases filed” data for three of our largest…
  • Jun 4

    4th DCA: So who gets to occupy the decedent’s contested real estate?

    4th DCA: So who gets to occupy the decedent’s contested real estate?
    Delbrouck v. Eberling, — So.3d —-, 2015 WL 5948724 (Fla. 4th DCA October 14, 2015) Contested probate proceedings often revolve around conflicting claims to specific property that’s titled in the decedent’s name but…
  • May 22

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power
    Powers of appointment are the Swiss Army knife of modern estate planning. They’re deceptively simple yet adaptable to almost any planning contingency. And they’re ubiquitous, often getting incorporated into even the simplest…
Rank this Week: 147

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • Jun 17

    0.3% of 11,944 Peer-reviewed Climate Articles Said Warming is Man-made

    0.3% of 11,944 Peer-reviewed Climate Articles Said Warming is Man-made
    This article called "To Put America First Is to Put Our Planet’s Climate First" was written by Istvan Marko, J. Scott Armstrong, William M. Briggs, Kesten Green, Hermann Harde, David R. Legates, Christopher Monckton of Brenchley, and…
  • Jun 17

    Environmental Effects of Increased Atmospheric Carbon Dioxide

    Environmental Effects of Increased Atmospheric Carbon Dioxide
    This scientific research paper was written by Arthur B. Robinson, Noah E. Robinson and Willie Soon and published by the Oregon Institute of Science and Medicine.  The following is from the abstract: "Review of the research literature…
  • Jun 4

    Democrats Love Socialism

    Democrats Love Socialism
    Socialism has never worked any where on the planet, but people who push socialism don't let facts get in the way of their belief in the religion called "socialism."  In this video Ami Horowitz goes to Venezuela to find out how well…
Rank this Week: 172

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 24

    Steps to Take upon death of a loved one

    Steps to Take upon death of a loved one
    You just lost a loved one… now what? As a probate attorney for over 20 years I have dealt with well over 1,000 deaths at work. I have also dealt with the deaths of several family members and close friends. It’s a part of…
  • Apr 26

    Bad deed

    Bad deed
    I have had multiple cases recently where title companies have refused to honor deeds recorded around the time of death. That is, the person just before death signed a deed to transfer the property to another. In each case the facts are…
  • Mar 13

    Estate planning lessons from other’s mistake

    Estate planning lessons from other’s mistake
    On March 11, 2016 I got the call of a lifetime… and I do not mean that in a good way. I got the call from the police, in Logan, Utah, that my mother had been shot to death by her husband. This is not a post about domestic abuse, gun…
Rank this Week: 246

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: 239

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jun 19

    Administrators Have To Behave

    Administrators Have To Behave
    Today’s New York Daily News reports the tale of a brawl with potentially  wide-reaching implications for the Administrator of a New York County Estate. The administrator of the 3.1 million dollar estate was arrested for a brawl…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 276

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
  • May 12

    The In-Law

    The In-Law
    When drafting up wills and trusts, I sometimes have a client tell me that they want to split their estate into shares for each of their children, but they don't want the estate to benefit their daughter-in-law or to their son-in-law in the…
  • May 4

    Setting Expectation

    Setting Expectation
    Like many of you, over the past few weeks we entertained guests from northern locales looking for sun, beaches and good weather. While we enjoy having friends and family in our guest room, it’s also a very busy time of year for me and…
  • May 4

    Setting Expectation

    Setting Expectation
    Like many of you, over the past few weeks we entertained guests from northern locales looking for sun, beaches and good weather. While we enjoy having friends and family in our guest room, it’s also a very busy time of year for me and…
Rank this Week: 306

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/
  • May 25

    Alzheimer’s disease: Facts versus fiction

    Alzheimer’s disease: Facts versus fiction
    The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and other forms of dementia. Let’s begin by looking at what we do know about…
  • May 22

    Fair and Equal Estate Planning

    Fair and Equal Estate Planning
    Is Equal Fair with Estate Planning? Most of our clients want to treat their children fairly and equally.  Splitting assets equally among the children may be easy, but is it fair? When dividing assets, it is often important to determine…
  • May 19

    Online wills may cause trouble and additional cost

    Online wills may cause trouble and additional cost
    There have been many reports of unintended consequences related to the use of online wills over the past few years.  In fact, I have written about many of these issues on this blog. It is important for individuals to understand that…
Rank this Week: 350

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Jun 28

    Basics of Estate Planning: Decanting

    Basics of Estate Planning: Decanting
    This is another in a series of blogs on the basics of estate planning. This week, we’ll look at decanting. Decanting is the process of moving the assets of a trust from one trust, the original trust, to a new trust with different terms.…
  • Jun 26

    Yeah, I Can Do That!

    Yeah, I Can Do That!
    Are you a “Yes!” man or woman? Are you the person who takes on as many projects and social events as your schedule will allow? Do you thrive on keeping a busy, productive schedule? I would bet many of you reading this fit that…
  • Jun 23

    Are Your Marketing Pieces Printing with Blurry Images?

    Are Your Marketing Pieces Printing with Blurry Images?
    Ever wondered why the images you so painstakingly downloaded from the web for your newsletter end up printing so fuzzy when they were so sharp onscreen? It’s a matter of resolution. Not one of those resolutions you vow to follow each…
Rank this Week: 409

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 27

    Sorry, you’re not invited

    Sorry, you’re not invited
    A party has a right to be present at all parts of the litigation process, including at examinations for discovery.  However, the court has discretion to exclude co-parties from attending at each other’s examination for discovery…
  • Jun 27

    Voluntary disclosures – changes are coming!

    Voluntary disclosures – changes are coming!
    Last week I met a couple who came in to see me for help with missed tax filings.  They were both aware of the potential for tax penalties and related interest on overdue tax and contemplated “leaving sleeping dogs lie”. …
  • Jun 25

    Appointing a Continuing Power of Attorney for Property to Family vs. Statutory Guardianship; which is truly better?

    Appointing a Continuing Power of Attorney for Property to Family vs. Statutory Guardianship; which is truly better?
    Most seniors appoint a continuing power of attorney for property (CPOAP) for the sole purpose of not wanting the Office of the Public Guardian and Trustee (PG&T) to assume statutory guardianship of property under the Substitute Decisions…
Rank this Week: 400

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: 371

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?
    The unique issue before the court is whether service of process upon the Public Administrator is sufficient to confer personal jurisdiction over an estate: (a) which petitioner claims is worth less than $10,000, (b) where no probate…
  • Jun 23

    Court Discusses Executive Estoppel

    Court Discusses Executive Estoppel
    Indicted for multiple counts of handgun possession and a single count of possession of weapons with intent to sell, the defendant, waived a jury and the case was tried by the court. Decision was reserved pending submission of briefs. This is…
  • Jun 13

    Court Revisits Unusually Complicated Will Construction Issue

    Court Revisits Unusually Complicated Will Construction Issue
    The proceeding before the court is one for construction of paragraph “THIRD” of the will of the decedent. It has a long and checkered history before the court. The facts, not complex in themselves, but made so because of the…
Rank this Week: 443

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: 447

Rule of Law

Rule of Law

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

http://rulelaw.blogspot.com/
  • Jun 11

    Hiding Assets in Divorce Proceeding Backfire

    Hiding Assets in Divorce Proceeding Backfire
    To some extent, the court process depends on the integrity of the people involved, including the parties to a lawsuit, as well as their lawyers. Of course, some people do lie. The process allows for pre-trial document disclosure and…
  • Jun 4

    Bach Estate

    Bach Estate
    In British Columbia, if you make a gift to one of the two witnesses to your will, or to the spouse of one of the two witnesses to your will, the usual rule is that the gift is invalid. This rule can lead to very harsh results, invalidating…
  • May 18

    Sabey Rule LLP Seeks Solicitor

    Sabey Rule LLP Seeks Solicitor
    Our firm, Sabey Rule LLP, is looking for a junior associate lawyer, interested in practicing primarily as a solicitor in the areas of real estate, estate planning and administration, and business law, to join our firm. The ideal candidate…
Rank this Week: 489

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: 512

CEB blog

CEB blog

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

http://blog.ceb.com
  • Jun 28

    For Retaliation or Whistleblower Claims, Knowing When (and How) to Exhaust Administrative Remedies Is Key

    For Retaliation or Whistleblower Claims, Knowing When (and How) to Exhaust Administrative Remedies Is Key
    The multitude of federal and state antiretaliation and whistleblower statutes are, on the whole, quite similar in their basic structure: They all prohibit employers from retaliating against employees for engaging in some type of…
  • Jun 26

    Tips for Landlords of Student or Employer Rental

    Tips for Landlords of Student or Employer Rental
    If you represent landlords who rent units to one person but allow someone else to occupy the unit—like a parent renting for a child or an employer renting for an employee—here’s some advice to pass on to your clients.…
  • Jun 23

    Trial Tip: Project Cheer, Control, and Confidence

    Trial Tip: Project Cheer, Control, and Confidence
    Although trial attorneys should develop a trial style that fits their own personality, there are three things that every trial attorney should strive for. Good cheer. The judge and jury will appreciate it a trial attorney with generally good…
Rank this Week: 611

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Mar 28

    Fight Driving on Revoked Under Va Code 18.2-272

    Fight Driving on Revoked Under Va Code 18.2-272
    If you’re accused of violating Virginia Code 18.2-272, you should be aware that this is a Class 1 misdemeanor, and you are facing a real likelihood of jail if you are found guilty. This statute covers violations of driving while your…
  • Mar 19

    Red Light Traffic Camera Locations in Virginia [Interactive Map]

    Red Light Traffic Camera Locations in Virginia [Interactive Map]
    The map below displays the precise location of every red light camera in Virginia. Hover over any of the red indicators to see the city and cross streets for each red light camera location. Andrew Flusche answers common questions about red…
  • Mar 19

    Red Light Traffic Camera Locations in Virginia [Interactive Map]

    Red Light Traffic Camera Locations in Virginia [Interactive Map]
    The map below displays the precise location of every red light camera in Virginia. Hover over any of the red indicators to see the city and cross streets for each red light camera location. Andrew Flusche answers common questions about red…
Rank this Week: 630

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/
Rank this Week: 698

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/
  • Jun 28

    Choosing the Right Beneficiarie

    Choosing the Right Beneficiarie
    Typically, many people tend to think an estate plan only includes your Will. In today’s day and age, however, most people have a much more diversified estate plan than they realize. Your estate plan is far more than just your Will and…
  • Jun 24

    Empowering Your Power of Attorney

    Empowering Your Power of Attorney
    Most individuals recognize the importance of comprehensive estate planning, although they may still choose to avoid it. One important part of your estate plan is your power of attorney (“POA”). Basically, a POA is a document that…
  • Jun 22

    IRA Trusts as a Protective Measure

    IRA Trusts as a Protective Measure
    Once an individual decides to engage in comprehensive estate planning, several concerns may arise. One of those concerns often involves leaving a large sum of money to an heir that may be facing financial difficulty or may not yet have the…
Rank this Week: 681

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Jun 26

    Refuse Care At Your Own Risk

    Refuse Care At Your Own Risk
    A recent study shows that as many as 28% of all seniors refuse care after a hospitalization for an acute injury or illness. The study revealed that those refusing care were more likely to be younger, to have been admitted to the hospital from…
  • Jun 16

    Use this Tool to Prevent Financial Exploitation and Identity Theft

    Use this Tool to Prevent Financial Exploitation and Identity Theft
    A hot topic of late among elder law attorneys and certainly in our office is financial exploitation. Between data breaches in the insurance and other industries, phone scams, phishing e-mails, malware on computers, and occasional…
  • Jun 9

    Breach of Fiduciary Duties under a Power of Attorney

    Breach of Fiduciary Duties under a Power of Attorney
    Many agents may be unaware of their duties and limitations under a power of attorney. This is causing an increased amount of family disputes related to mismanagement of the principal’s funds, and a claim for breach of fiduciary duties.…
Rank this Week: 695

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 664

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
Rank this Week: 709

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jun 16

    Breach of Trust and the Statute of Limitation

    Breach of Trust and the Statute of Limitation
    Probate Code § 16460(a)(2) provides that if "an interim or final account in writing or other written report does not adequately disclose the existence of a claim against the trustee for breach of trust or if a beneficiary…
  • Jun 2

    Attorney-Client Communication

    Attorney-Client Communication
    One of the requirements I have for any client is for there to be a clear channel of communication between the parties (I'm positive other attorneys require the same). This is a bilateral relationship. If the client inquires, I respond in a…
  • May 18

    Spendthrift Clause - Carmack v. Reynold

    Spendthrift Clause - Carmack v. Reynold
    A common provision to include in a trust for a careless beneficiary is a spendthrift provision. This provision provides protection to a beneficiary's inheritance by limiting the ability of a creditor to attach their claim to a beneficiary's…
Rank this Week: 796

Life/Death/Law Blog

Life/Death/Law Blog

Covers tax planning, estate planning, trusts, wills and charitable giving. By Liza Hanks.

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

    Refinancing a house held in a living trust

    Refinancing a house held in a living trust
    You can refinance your house if it is in a living trust, but you need to pay attention and make sure your house stays in the trust before and after the transaction.
  • May 23

    Single? No Estate Plan? Bad Idea

    Single? No Estate Plan? Bad Idea
    A few months ago, the New York Times published an article entitled, “Single? No Children? No Will? Big Mistake.” I’ve been meaning to write about it ever since. The author writes, “Certain people never reach one of…
  • May 3

    An Old Friend and California’s End Of Life Option Act

    An Old Friend and California’s End Of Life Option Act
    The End of Life Option Act allows Californians to request drugs to end their lives if certain condition are met. In March of 2017, Tom Negrino used that law to end his life.
Rank this Week: 957

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

Covers celebrity and true case stories on probate litigation. By Andrew Mayoras.

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

    Trouble Brewing Between George Michael Estate And His Former Lover

    Trouble Brewing Between George Michael Estate And His Former Lover
    When British pop star George Michael, 53, whose full name was Georgios Kyriacos Panayiotou, died on Christmas Day, 2016, he was discovered by his lover, Fadi Fawaz. Tensions have been building between Fawaz and Michael's surviving family…
  • Dec 1

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier
    The moment the lawsuit started, it was ugly. Sofia Vergara and Nick Loeb have moved well past ugly into uncharted territory in their courtroom battle that addresses views about life itself. As we wrote after the case began, Vergara and Loeb's…
  • Nov 3

    Prince Estate Enters New Fight Over Who Will Inherit His Million

    Prince Estate Enters New Fight Over Who Will Inherit His Million
    So much trouble caused by such a simple concept. When you create a will, you decide who receives your assets after you die. If you don’t, the laws of the state you live in determine it. What happens when those laws aren’t too…
Rank this Week: 851

Thoits Law Blog

Thoits Law Blog

Discusses important legal developments in the areas of business, employment, intellectual property, litigation, real estate, and estate planning. By Thoits, Love, Hershberger & McLean.

http://www.thoitslaw.com/blog/
  • Apr 29

    Authenticating Electronic Agreements and Signature

    Authenticating Electronic Agreements and Signature
    A new California Court of Appeal decision, Espejo v. Southern California Permanente Medical Group, elaborates on how to prove that documents signed online, digitally, are authentic, and therefore have the same effect as a handwritten…
  • Mar 9

    New Harassment Policies Required in California

    New Harassment Policies Required in California
    Employers in California should immediately review their harassment policies to ensure compliance with California's new harassment prevention regulations. California law mandates that employers have an affirmative duty to prevent harassment…
  • Apr 8

    You Really, Really Need a Shareholder Buy-Sell Agreement

    You Really, Really Need a Shareholder Buy-Sell Agreement
    ...a relatively small investment of time spent on the fundamentals can yield significant dividends in the future – and help to avoid much distress. And, the first fundamental, particularly for founders who do not anticipate seeking venture…
Rank this Week: 776

FLG Trusts & Estates Reporter

FLG Trusts & Estates Reporter

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

http://www.fortenberrylaw.com
  • Nov 17

    U.S. States With Series LLC Act

    U.S. States With Series LLC Act
    A series LLC is a form of limited liability company that is authorized by state law to hold assets in separate “containers” known as series.  These containers function much like holding companies. They are used to segregate…
  • Oct 29

    Rights of Stepchildren to Assets of a Deceased Parent in Probate

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

    Formal Florida Probate Administration in 10 Step

    Formal Florida Probate Administration in 10 Step
    Of the various types of Florida probate proceedings, formal administration is the most common.  Like any probate matter, Florida probate administration can vary depending on the size of the estate, the decedent’s asset…
Rank this Week: 884

Mogren Glessner & Roti

Mogren Glessner & Roti

Covers Washington state family law, estate planning, and probate.

http://mgrlaw.blogspot.com/
  • Oct 30

    Passport For Child After Divorce

    Passport For Child After Divorce
    What do you do when you hear your ex-spouse plans to take your children on a vacation out of the country? What do you do? Knowing your legal rights will help put you at east and protect your relationship with your children. To take your…
  • Apr 4

    Compassion and Conviction

    Compassion and Conviction
    The following is a quote I came across from Rick Warren that I find insightful in this age of political correctness:“Our culture has accepted two huge lies. The first is that if you disagree with someone’s lifestyle, you must fear…
  • Oct 3

    Power of Attorney for Adult Children

    Power of Attorney for Adult Children
    Do you have a Power of Attorney for your adult
Rank this Week: 862

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

http://www.texaswillsandtrustslaw.com
  • Jun 28

    Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?

    Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?
    The Texas Transfer on Death Deed allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a bank account or an insurance policy. If a beneficiary is named, the…
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
Rank this Week: 1208

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • Jun 27

    Partition of Florida Homestead Property

    Partition of Florida Homestead Property
    In Florida, “homestead property” is residential real estate which is occupied by a person or family as their permanent residence. The legal concept of “homestead” is provided by the Florida constitution.  Its…
  • Jun 13

    Ocwen Filing Bad Foreclosure Lawsuits: Is Ocwen Servicing Your Mortgage?

    Ocwen Filing Bad Foreclosure Lawsuits: Is Ocwen Servicing Your Mortgage?
    Ocwen is being accused of overcharging borrowers and is being sued (again) by regulators. Based in West Palm Beach, Ocwen promotes itself as “one of the leading mortgage servicing companies in America.” That’s not an…
  • May 30

    New Florida Condo Law: Bad Condo Boards Face New Criminal Charge

    New Florida Condo Law: Bad Condo Boards Face New Criminal Charge
    In a bipartisan manner the Florida Legislature passed an important change in how condo boards and condominiums are to conduct themselves here in the Sunshine State.  This new legislation addresses some important issue for South…
Rank this Week: 1249

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Jun 26

    The financial effects of divorce

    The financial effects of divorce
    Divorce can be an extremely devastating experience, both emotionally and financially. According to some researchers, divorced spouses would, on average, require a 30 percent rise in their income to retain the same standard of living that they…
  • Jun 12

    Military benefits at issue in divorce

    Military benefits at issue in divorce
    The Supreme Court recently heard a case concerning family law and military benefits in which there was a disagreement between divorced spouses regarding the wife’s share of the husband’s military retirement pay. John Howell spent…
  • May 31

    The impending uncertainty of estate planning

    The impending uncertainty of estate planning
    A sense of uncertainty has emerged under the new administration surrounding estate planning for the year 2017. President Trump has expressed his intent to implement significant changes to U.S. tax policy. However, the degree to which those…
Rank this Week: 1149

Tennessee Wills and Estates

Tennessee Wills and Estates

Provides commentary on wills, probate law and estate planning. By Jason A. Lee

http://www.tennesseewillsandestates.com
Rank this Week: 1032

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/
  • Jun 23

    Lancaster County Assessment Notices are Out…Now What?

    Lancaster County Assessment Notices are Out…Now What?
    By now you should have received your final assessment for your home’s value.  After opening the dreaded notice, it likely goes one of two ways – hopefully, the assessment is accurate and it’s no big deal, but if your…
  • Jun 21

    How Much Will a Property Tax Assessment Appeal Cost for Commercial Properties?

    How Much Will a Property Tax Assessment Appeal Cost for Commercial Properties?
    We have written a series of blog articles dealing with property tax assessments.  Since the final reassessment notices have gone out in the past few weeks, I have talked with a number of people about appealing their assessments. …
  • Jun 14

    Legal Issues for Senior Citizens- A Guide

    Legal Issues for Senior Citizens- A Guide
    According to this worldatlas.com report, Pennsylvania has the fifth highest percentage of residents over the age of 65. As the Pennsylvanian population ages, senior citizens face a myriad of issues they may not have thought of or planned for…
Rank this Week: 1101

Wealth Law Blog

Wealth Law Blog

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

http://samuelslaw.com/blog/
  • Jun 15

    June 15 – World Elder Abuse Awareness Day

    June 15 – World Elder Abuse Awareness Day
    June 15th is World Elder Abuse Awareness Day, a day designated to bring visibility to the prevalence of global elder abuse. According to the National Council on Aging, one in ten Americans aged 60 or above have experienced some form of elder…
  • Jun 13

    The Longest Day

    The Longest Day
    The Longest Day: A Global Movement to Help End Alzheimer’s Disease The Longest Day is June 21, 2017. “The Longest Day is all about love. Love for all those affected by Alzheimer's disease. On the summer solstice, team up with the…
  • Jun 8

    No Questions Asked: Oregon’s Equal Pay Act

    No Questions Asked: Oregon’s Equal Pay Act
    On May 22, 2017, the House unanimously re-passed House Bill 2005. The legislation, which is more commonly known as the Equal Pay Act of 2017, was amended by the Senate last week, and is now headed to Governor Brown for her signature. While…
Rank this Week: 1160

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

http://www.nyestatelitigationblog.com/
  • Jun 9

    On Its Own Motion

    On Its Own Motion
    While most decisions rendered by the Surrogate’s Court result from an affirmative request for relief, occasionally the court will address an issue on its own motion when justice or the exercise of its inherent or statutory power…
  • Apr 28

    Speculation, Estate Planning, and Legal Malpractice

    Speculation, Estate Planning, and Legal Malpractice
    In Gersh v. Nixon Peabody, LLP, the court addressed a legal malpractice claim brought by a decedent's surviving spouse in connection with the couple's estate planning. After settling a claim with the decedent's children from a prior marriage…
  • Mar 31

    Sometimes It’s Just a Question of Standing

    Sometimes It’s Just a Question of Standing
    To object to the probate of a will, party must have a pecuniary interest that would be adversely affected by the admission of the instrument to probate. In Estate of Saunders, the Kings County Surrogate’s Court recently issued two…
Rank this Week: 1216

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

Focuses on estate planning, probate and corporation law in Massachusetts. By David E. Peterson.

http://blog.deplawfirm.com/
  • Jun 1

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett
    On May 30 the Massachusetts Supreme Judicial Court published their decision on Daley v. Secretary of the Executive Office of Health and Human Services. The case focused on two common estate planning techniques that elders can use to protect…
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

    The Dusty Binder: When Good Estate Plans Go Bad
    Jim and Sally did everything right… or so they thought. They grew up in strong, middle class families, did well in school, and had many friends. Jim had a successful career with a local company, while Sally raised four responsible,…
  • Jan 20

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
Rank this Week: 1113

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/
  • May 23

    We refinanced. Did our house get taken out of the trust?

    We refinanced. Did our house get taken out of the trust?
    Dear Liza:  We are a married couple in our 40s with 2 kids with a living trust. Our primary residence is a part of the trust. We refinanced our primary residence a couple of months ago. We are not sure whether our…
  • May 3

    Why Does Met Life Need to Transfer an Annuity to the Estate?

    Why Does Met Life Need to Transfer an Annuity to the Estate?
    Dear Liza:  My father recently died.  My dad had a trust set up naming me as the trustee and my brother, sister, and I are to split my dad’s assets evenly.  I have set up a trust account at his bank (B of A) and have…
  • Dec 7

    My Aunt Left Me a House, is Probate Required?

    My Aunt Left Me a House, is Probate Required?
    Dear Liza: My relative passed away and I am the only surviving close relative.  She left a will that listed me as the beneficiary of her real property.  Her only assets were a small house tax value, $37,500 and 2 joint bank…
Rank this Week: 1096

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

A discussion of trusts and estates litigation in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is dead. In many cases, parties seek to…
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is already dead. In many cases, parties…
  • Jun 9

    The Powers and Duties of a Guardian of an Incompetent Adult in North Carolina

    The Powers and Duties of a Guardian of an Incompetent Adult in North Carolina
    The Responsibilities of a Legal Guardian in North Carolina Continue reading →
Rank this Week: 1241

Cooper Elder Law

Cooper Elder Law

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

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

    Cooper, Adel & Associates Names Daniel H. Vu Partner

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

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

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

    Ohio Under Fire Over Medicaid Regulation

    Ohio Under Fire Over Medicaid Regulation
    By Attorney Nathan Simpson In a recent opinion in the case Wagner v. McCarthy, a judge from the Federal District Court for Southern Ohio issued a preliminary injunction against the Ohio Department of Medicaid for its interpretation of federal…
Rank this Week: 1020

Buffalo NY Attorneys Blog

Buffalo NY Attorneys Blog

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

http://www.wny-lawyers.com/blog/
  • Feb 11

    Are There Additional Penalties When Assault (NY PL 120.00) Is Charged As A Domestic Violence Crime In Buffalo?

    Are There Additional Penalties When Assault (NY PL 120.00) Is Charged As A Domestic Violence Crime In Buffalo?
    Yes, when you are charged with Assault in the Third Degree (NY PL 120.00) as a domestic violence crime in Buffalo, it means that you are alleged to have intentionally or recklessly caused injury to a person who has some sort of intimate…
  • Feb 11

    What Is Sexual Misconduct (NY PL 130.20) In Buffalo?

    What Is Sexual Misconduct (NY PL 130.20) In Buffalo?
    Sexual Misconduct (NY PL 130.20) in Buffalo often serves as a sort of catch-all charge for prosecutors who lack enough evidence to prosecute a defendant on a more serious charge, like rape. On the other hand, it can also serve as a lesser…
  • Feb 11

    Should I Accept A Plea For A Misdemeanor Domestic Violence Charge In Buffalo?

    Should I Accept A Plea For A Misdemeanor Domestic Violence Charge In Buffalo?
    If you’ve been offered a plea deal by the prosecutor in any criminal matter, but especially in a domestic violence case, you should consult an experienced Buffalo criminal defense attorney right away. While many people see the word…
Rank this Week: 1041

New York Guardian Law

New York Guardian Law

Covers the guardianship process and life as a guardian. By the Law Office of Daniel A. Jimenez P.C.

http://nyguardian.blogspot.com/
  • Jan 9

    Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)

    Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)
    I have had the opportunity to meet with many new parents to discuss what steps they need to take in order to make sure their loved ones are provided for should the unexpected occur.  The trust that these individuals have placed in my…
  • Dec 3

    Calls for increased monitoring of Article 81 guardian

    Calls for increased monitoring of Article 81 guardian
    Today the New York Law Journal has an article relating to a clinic run by the Benjamin N. Cardozo School of Law and the recommendations it has put forward regarding monitoring and standardization of Article 81 guardianship practice. I am…
  • Sep 19

    Who inherits the intangible iTunes library? or my World of Warcraft avatar?

    Who inherits the intangible iTunes library? or my World of Warcraft avatar?
    A friend of mine just pointed out a very interesting article on Marketwatch, who inherits your itunes library, which deals with the new reality of music and book ownership. 
Rank this Week: 1124

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/
  • Jun 27

    Inheriting a responsibility: Sudden Wealth Syndrome

    Inheriting a responsibility: Sudden Wealth Syndrome
    Have you ever wondered what it's like to inherit a large amount of money? Apparently - though I wouldn't know this from personal experience, mind you - it's not all rainbows and unicorns. It can be tough on some people emotionally. I know;…
  • Jun 27

    New Brunswick family in court battle over husband's remain

    New Brunswick family in court battle over husband's remain
    Most people probably think that estate fights are about money, or perhaps about individual heirlooms. Many fights are about those things, certainly. But some estate disputes are about how to deal with the deceased's remains. It's not a…
  • Jun 26

    Thinking about organ donation? Watch this video to see what a difference you can make.

    Thinking about organ donation? Watch this video to see what a difference you can make.
    Whenever I make Advance Healthcare Directives with my clients, I talk to them about whether they want to be organ donors. Most do, telling me that they would like to help someone else, given the chance, so I include that in their documents.…
Rank this Week: 1485

Tax Problem Attorney Blog

Tax Problem Attorney Blog

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

http://www.taxproblemattorneyblog.com/
  • Jun 27

    What To Do When You Receive an IRS Notice

    What To Do When You Receive an IRS Notice
    Receiving a notice from the IRS is not something most people look forward to. You may be confused as to what the notice is saying, and afraid of the possible consequences, such as owing substantial back taxes, interest, and penalties.…
  • Jun 23

    How to Determine Residency for California State Income Tax Purpose

    How to Determine Residency for California State Income Tax Purpose
    The California Franchise Tax Board (FTB) can come after snowbirds and other people who spend time in California, but maintain a tax residence in other states. For California income tax purposes, nonresidents are only taxed on income earned…
  • Jun 22

    Will the IRS Ever Return Seized Property?

    Will the IRS Ever Return Seized Property?
    The IRS is generally required to send you a notice before levying or seizing your property. You may be able to prevent a levy by timely requesting a Collection Due Process (CDP) hearing, and negotiating a payment plan or otherwise contesting…
Rank this Week: 1625