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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Sep 25

    Hillary Clinton's Proposed 65% Estate Tax Rate

    Hillary Clinton's Proposed 65% Estate Tax Rate
    Hillary Clinton is proposing a 65% tax on the richest estates, making it harder for the wealthy to pass appreciated assets on to their heirs without paying taxes. This increase will generate $260 billion over the next decade, allowing her...
  • Sep 24

    Article on Generation-Inflation Index for Taxation

    Article on Generation-Inflation Index for Taxation
    Alyssa A. DiRusso recently published an Article entitled, The Generation-Skipping Transfer Tax and Sociological Shifts in Generational Length: Proposing a Generation-Inflation Index for Taxation, 41 Am. C. Tr. & Est. Couns. L.J. 307 (Fall…
  • Sep 24

    Appointing a Conservator

    Appointing a Conservator
    We often hear about estate-planning proceedings dealing with probates and guardianships, but what about conservatorships? A conservatorship is available to deal with the property of an absentee or to address judgments that involve the…
Rank this Week: 36

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
  • Sep 23

    6 Ways to Multitask More Effectively

    6 Ways to Multitask More Effectively
    Many lawyers believe that their productivity gets a boost when they multitask. Sadly, it may be just the opposite. But because multitasking isn’t going away anytime soon, lawyers can learn ways to break bad habits and multitask more…
  • Sep 21

    The Pros and Cons of Requiring Workplace Arbitration

    The Pros and Cons of Requiring Workplace Arbitration
    The following is a guest blog post by Jeffrey D. Polsky, a partner at Fox Rothschild LLP, where he counsels employers on California employment law issues, represents them in litigation, and writes for Fox Rothschild’s California…
  • Sep 19

    Lessons from Trump’s Depo: Come Prepared!

    Lessons from Trump’s Depo: Come Prepared!
    In his 2007 deposition in his suit against a reporter, Donald Trump encountered very prepared attorneys. As the Washington Post describes, they “confronted the mogul with his past statements—and with his company’s internal…
Rank this Week: 61

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Executors Should Beware Of Serious Pitfall

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

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

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

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 63

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
  • Sep 9

    When Does the Statute of Limitations Toll on Gift Tax Returns?

    When Does the Statute of Limitations Toll on Gift Tax Returns?
    Many people are unfamiliar with the requirements to report gifts on a United States Federal Gift Tax Return Form 709. In this column, I thought that I’d shed some light on the topic, particularly with hard-to-value assets.  …
  • Sep 2

    IRS Limits Family Partnership Discount

    IRS Limits Family Partnership Discount
    A staple of advanced estate planning techniques has been the creation of family-owned entities, usually in the form of family partnerships, LLCs or corporations. The estate planning attorney will suggest that the client place certain assets…
  • Aug 26

    Same Sex Couples Estate Planning

    Same Sex Couples Estate Planning
    The last few years have brought several favorable developments for same sex couples in the tax and estate planning arenas. The Supreme Court ruled in the Windsor case a couple of years ago that same sex couples were entitled to the same…
Rank this Week: 94

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: 99

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/
  • Sep 18

    What Kind of Tax ID Do I Need for a Trust?

    What Kind of Tax ID Do I Need for a Trust?
    Dear Liza: My parents both have recently passed away. They had a revocable trust.  What type if tax ID do I need?  I created one for the “Estate” type, but should I have made it for the “Trust” type? I am the…
  • Sep 11

    Annual Gifts: $14,000 each to as many people as you’d like

    Annual Gifts: $14,000 each to as many people as you’d like
    Dear Liza: If my mom gifts $14,000 to me and my 5 children and does this by writing each individual separate checks for $14,000 which are then deposited in each separate child’s account, will it also be deemed a gift to me if I am a…
  • Aug 14

    Trust Tax ID Numbers and Other Basics of Trust Administration

    Trust Tax ID Numbers and Other Basics of Trust Administration
    Dear Liza: My mother recently died and I am the Trustee of her trust. She left everything to me and my brother, equally.  I live far away from California, where she lived. My brother lives in her house. The bank told me that I need to…
Rank this Week: 127

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/
Rank this Week: 147

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
  • Sep 23

    In Virginia How Much Can You Be Charged For Your Medical Records?

    In Virginia How Much Can You Be Charged For Your Medical Records?
    In Virginia when a patient requests a copy of his or her own records, a “reasonable cost-based fee, which shall include only the cost of supplies for and labor of copying the requested information, and postage” shall be charged.…
  • Sep 21

    Virginia’s Advance Directive Registry

    Virginia’s Advance Directive Registry
    Virginia is one of 13 States that administer legislatively authorized health care advance directive registries: Information on Virginia’s Registry is as follows: • Administrator: Department of Health, Connect Virginia Exchange…
  • Sep 19

    The Need for Medical Treatment to Obtain Social Security Disability & SSI Benefit

    The Need for Medical Treatment to Obtain Social Security Disability & SSI Benefit
    As an Attorney who has been practicing Social Security Disability law in Virginia for over 20 years, I understand the importance of obtaining proper medical treatment, advocacy and detail for claimants hoping to receive their Social Security…
Rank this Week: 199

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
  • Sep 23

    Can a Bank Reject a Valid Power of Attorney?

    Can a Bank Reject a Valid Power of Attorney?
    Every adult should have a durable power of attorney. A durable power of attorney allows you to appoint someone you trust to engage is specified business, financial and legal transactions on your behalf. It’s called durable because it…
  • Sep 21

    Can I Fight the Intestacy Laws?

    Can I Fight the Intestacy Laws?
    I received a note recently from someone asking if it was possible for her to fight the intestacy laws. She and her husband had been married for 31 years and he had died without a Will. Her husband bad been married previously and had three…
  • Sep 14

    Will Jointly Owned Property Automatically Pass to My Spouse When I Die?

    Will Jointly Owned Property Automatically Pass to My Spouse When I Die?
    A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held property can be held as tenants in common or as joint tenants…
Rank this Week: 167

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/
  • Sep 15

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson
    The death of Gene Wilder saddened Willa Wonka fans across the globe — not to mention fans of Blazin’ Saddles, Young Frankenstein, and many others. When his family issued a statement saying that Alzheimer’s disease claimed…
  • Aug 30

    Tom Clancy Estate Battle Ends, But Valuable Lesson Remain

    Tom Clancy Estate Battle Ends, But Valuable Lesson Remain
    While the final Tom Clancy estate battle may not have been as exciting as the climactic scenes in The Hunt for Red October or Patriot Games, the struggle between author Tom Clancy’s widow and four adult children over his $86 million…
  • Jun 21

    Battles Coming For Muhammad Ali Estatee

    Battles Coming For Muhammad Ali Estatee
    Muhammad Ali was never one to shy away from battles. From heavyweight champions in the boxing ring, to the United States Government, and to the ravaging effects of Parkinson's disease, Ali continued to fight. Now there are growing fears that…
Rank this Week: 193

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/
  • Sep 23

    Promise To Establish A Trust In The Future

    Promise To Establish A Trust In The Future
    The general rule in estate planning is that if something is not in writing it usually will not be legally valid.  For instance, Florida law requires a Will or trust must be in writing to be effective.  However, one question we often…
  • Sep 12

    Florida Homes Titled A Certain Way Not Qualify As A Homestead.

    Florida Homes Titled A Certain Way Not Qualify As A Homestead.
    Florida offers some of the strongest homestead protection laws in all of the United States.  When a resident of Florida dies, the law protects the surviving spouse and minor children from becoming homeless by preventing the decedent from…
  • Sep 9

    Jurisdiction of Florida Trust Case

    Jurisdiction of Florida Trust Case
    Florida Trust Code & the Florida Long Arm Statute There are many estate planning benefits for creating a revocable or irrevocable trust in Florida. Trusts can help our Jacksonville clients avoid probate, efficiently manage assets, save…
Rank this Week: 335

Estate Planning Blog

Estate Planning Blog

Covering estate planning, elder law, special needs planning, and veteran's benefits in Virginia. By Hook Law Center.

http://www.hooklawcenter.com/blog/
  • Sep 20

    Protecting Seniors From Isolation

    Protecting Seniors From Isolation
    Although we frequently think of seniors as living among family members or in a senior community or other shared housing arrangement, the likelihood of living alone rises as one ages, according to the U.S. Census Bureau. Among women 65 to 74…
  • Sep 19

    My Loved One Just Died and I’m Named as Executor . . . Now What?

    My Loved One Just Died and I’m Named as Executor . . . Now What?
    Losing a loved one is difficult enough, but losing a loved one and being faced with the responsibility of serving as executor of his or her estate can be extremely overwhelming. If you find yourself in this situation, or if you know someone…
  • Sep 12

    New Changes Coming for Family-Owned Businesse

    New Changes Coming for Family-Owned Businesse
    The IRS has published proposed regulations concerning the valuation of family-owned businesses for estate and gift tax purposes that are potentially game changing. The sweep of these regulations is broad and encompasses both active family…
Rank this Week: 270

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

Covers Pennsylvania and national elder law and estate planning issues. By Jeffrey A. Marshall.

http://marshallelder.blogspot.com/
Rank this Week: 289

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

http://www.sandiegoestateplanninglawyerblog.com/
  • Sep 12

    How Much Discretion Does My Successor Trustee Have?

    How Much Discretion Does My Successor Trustee Have?
    A revocable living trust allows you to maintain control over your property during your lifetime. Although you transfer the title of your property to a trustee, that trustee can be you, and more importantly, you are free to add or remove…
  • Sep 11

    How Does Probate Work in California?

    How Does Probate Work in California?
    When a person dies, some or all of their property is disposed of through a legal process known as probate. If the deceased left a valid last will and testament, that document appoints a person to oversee the probate estate—a personal…
  • Sep 10

    How Does a “Transfer on Death” Work for Securities?

    How Does a “Transfer on Death” Work for Securities?
    There are a number of estate planning methods to transfer assets outside of the normal probate process. For instance, the California Uniform TOD Security Registration Act allows the owner of securities, such as corporate stocks, to designate…
Rank this Week: 398

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Sep 8

    San Diego Superior Probate Court Judge Julia C. Kelety Restored Conservatee’s Right to Vote

    San Diego Superior Probate Court Judge Julia C. Kelety Restored Conservatee’s Right to Vote
    Citing a new California law that strengthened the voting rights of people with developmental disabilities, the Judge Kelety, of the San Diego Superior Court, said the injured man, David Rector, may not be barred from the voting booth.…
  • Jul 9

    Role of Probate PVP Counsel

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

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

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge
    On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. …
Rank this Week: 420

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: 346

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: 388

The Virtual Attorney Blog

The Virtual Attorney Blog

Covers estate planning and business law. By Michael Brennan.

http://thevirtualattorney.com/blog
  • Sep 30

    New Overtime Rules Set to Affect Many Small Businesse

    New Overtime Rules Set to Affect Many Small Businesse
    Overtime protections were first put into place by the Fair Labor Standards Act of 1938, and established the general standard that workers be paid time-and-a-half for any hours worked over 40 hours in a week.  In general, all hourly…
  • Aug 30

    Unpaid Interns-- Ideal but Risky for Business Owner

    Unpaid Interns-- Ideal but Risky for Business Owner
    An ever-popular method for small businesses to acquire some extra—albeit temporary—hands on deck is to hire interns. Typically college students with similar career aspirations are eager to gain some real life experience, or at…
  • Jul 25

    Employee or Independent Contractor? Misclassification Can Be Costly

    Employee or Independent Contractor? Misclassification Can Be Costly
    The prospect of hiring workers, while exciting, can be intimidating to new business owners, Employment law can be a confusing and time-consuming minefield, and the consequences of making a mistake can range from costly to financially…
Rank this Week: 441

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
  • Sep 9

    What is a Transfer on Death Deed in California?

    What is a Transfer on Death Deed in California?
    A new development in probate law involves the use of transfer on death deeds for real property located in California. Other states have authorized the use of such deeds but it has only been available in California since January 1, 2016.…
  • Sep 1

    Do You Need a Will in Palm Springs?

    Do You Need a Will in Palm Springs?
    Forbes magazine just asked this controversial question in a recent article. The answer is almost always yes with relatively few exceptions. In California, everyone has an estate plan. Either you’ve created one yourself with a Will or a…
Rank this Week: 701

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/
  • Sep 21

    Social Media Evidence in Court: Part I – How Do You Capture it?

    Social Media Evidence in Court: Part I – How Do You Capture it?
    I recently had an opportunity to speak to the Lancaster Area Paralegal Association at its Second Annual Civil Conference regarding practical tips for using of social media evidence in court. One of the issues I was asked to address was the…
  • Sep 21

    Social Media Evidence in Court: Part I – How Do You Capture it?

    Social Media Evidence in Court: Part I – How Do You Capture it?
    I recently had an opportunity to speak to the Lancaster Area Paralegal Association at its Second Annual Civil Conference regarding practical tips for using of social media evidence in court. One of the issues I was asked to address was the…
  • Sep 14

    Pennsylvania Liquor Licenses on the Auction Block

    Pennsylvania Liquor Licenses on the Auction Block
    The Pennsylvania Liquor Control Board released some big news yesterday.  The much anticipated auction of Restaurant Liquor Licenses is slated to take place at the end of October.  The PLCB issued a press release on Sept 13th…
Rank this Week: 553

Murphy's Law Blog

Murphy's Law Blog

Covers elder law, estate planning and probate. By Noreen Murphy.

http://www.noreenmurphylaw.com/blog/
  • Sep 21

    Estate Planning Documents You Need to Get Familiar With

    Estate Planning Documents You Need to Get Familiar With
    Estate planning can be as complex or as simple as you need it to be. The best way to protect yourself and to ensure that all your bases are covered is to set up a consultation with an estate planning attorney and to meet with him or her…
  • Sep 14

    Why Communication Matters with the Right Estate Planning Attorney

    Why Communication Matters with the Right Estate Planning Attorney
    Setting up an initial meeting with an estate planning attorney is a valuable exercise that can help you uncover where there are gaps in your current estate plan. There are many different considerations when it comes to thinking about how…
  • Sep 7

    What to Expect in Your First Meeting with an Estate Planning Attorney

    What to Expect in Your First Meeting with an Estate Planning Attorney
    If you’re new to the concept of estate planning, you are not alone. In fact, far too many people have gone without even the most basic of estate planning documents. However, being unprepared for your first meeting with an estate…
Rank this Week: 749

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Sep 21

    Survey: 75% of Virginians Agree that DUI Checkpoints Should Be Legal

    Survey: 75% of Virginians Agree that DUI Checkpoints Should Be Legal
    In 2015, there were over 240 alcohol related vehicle fatalities and nearly 5,000 related injuries in Virginia. This number is still too high, but overall the state is trending in the right direction. Between 1990 and 2009, each year had over…
  • Sep 14

    Radio Interview with Andrew Flusche – Full Time and Attention

    Radio Interview with Andrew Flusche – Full Time and Attention
    Spotsylvania County just passed a new ordinance that prohibits failing “to give full time and attention” while driving. I was interviewed by Washington, DC radio station WMAL about the ordinance. In a nutshell, the new law is too…
  • Sep 14

    [VIDEO] Can You be Pulled Over For…

    [VIDEO] Can You be Pulled Over For…
    My Facebook friends and fan are always asking questions “Can the police do this?” or “Can I be pulled over for this?” So here are the answers to some of those questions. If you have a questions, hop on over to my…
Rank this Week: 928

Northern Kentucky Lawyer Blog

Northern Kentucky Lawyer Blog

Covers personal injury and accidents, DUI, criminal defense, bank side bankruptcy cases, creditors' rights, divorce and family custody, and estate planning. By Fessler Schneider & Grimme.

http://www.fsgattorneys.com/blog
  • Sep 18

    Creditor Rights Attorneys in Northern Kentucky

    Creditor Rights Attorneys in Northern Kentucky
    Fessler, Schneider, & Grimme provide efficient, professional representation for our clients. We support local businesses and aggressively defend their rights.  We are committed to providing the finest quality legal services to our…
  • Sep 2

    Family Attorneys in Ft. Thomas, KY

    Family Attorneys in Ft. Thomas, KY
    Everyone plans for the future.  At least, we plan for what appears to be the “big” things, college, retirement, vacations, and so forth.   What we don’t plan for is the unexpected, unwanted, and out of our…
  • Aug 15

    Specialist Attorneys in Ft. Thomas, KY

    Specialist Attorneys in Ft. Thomas, KY
    We all know that doctors specialize, but you may not realize that lawyers specialize as well.   Fessler, Schneider & Grimme have personal injury and family law as two of their specialties. Specialist Attorneys in Ft. Thomas, KY…
Rank this Week: 640

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
  • Sep 16

    Medallion Guarantees and Stock Transfer agent

    Medallion Guarantees and Stock Transfer agent
    I have posted a few times on the importance of funding your trust. I have also posted about my inclination toward consolidation of assets. As stated you have to consider FDIC insurance, other insurance, taxes, etc… but in general I am…
  • Sep 1

    The Most Practical Estate Planning Blog Post EVER

    The Most Practical Estate Planning Blog Post EVER
    After over 20 years as an estate planning attorney I feel pretty well qualified in giving people advice on estate planning matters. I have helped plan for death and I have helped clean up after death; hundreds and hundreds and hundreds of…
  • Aug 15

    Heggstad petition v. full probate after death of first spouse

    Heggstad petition v. full probate after death of first spouse
    I spoke to a potential new client recently who has a very common scenario. For this blog we will call them Mr. and Mrs. Smith.  He and his wife have a trust from the early 1980’s.  It appears to be a fairly standard trust.…
Rank this Week: 525

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Sep 7

    Prepare for Proposed 2704 Regulations, Valid or Not

    Prepare for Proposed 2704 Regulations, Valid or Not
    In early August, the IRS issued Proposed Regulations for section 2704. The Treasury Department has been trying to fix what it considers loopholes in that statute since at least 2009. It has sought legislative changes to section 2704 to…
  • Sep 5

    Feedback Is A Two Way Street

    Feedback Is A Two Way Street
    Modern law firms recognize the power of constructive feedback. It helps staff get and stay on track, which can be very motivating, resulting in increased satisfaction and productivity. I’ve previously shared best practices for giving…
  • Sep 2

    All About That Boot Camp

    All About That Boot Camp
    Is our next Boot Camp for you? Mark your calendar and join us next Wednesday to find out! On September 7th at 2pm PT / 5pm ET, the Academy founders, COO, some of our Members, and Kathryn Adams will all join you for a webinar that we like to…
Rank this Week: 941

NFA Gun Trust Lawyer Blog

NFA Gun Trust Lawyer Blog

Covers Class III weapons topics for all of the 50 states. By Law Office of David M. Goldman PLLC.

http://www.guntrustlawyer.com/
  • Aug 30

    Iowa (IA) What NFA Firearms can I own? Updated 3/31/16

    Iowa (IA) What NFA Firearms can I own? Updated 3/31/16
    There are several type of Title II firearms which are sold by FFL dealers with a Class 3 SOT license. These items are restricted by the National Firearms Act as well as Iowa state law. Each state can impose additional restrictions on the…
  • Aug 29

    Maryland Man Arrested for Fuel Filter Silencer

    Maryland Man Arrested for Fuel Filter Silencer
    In Maryland, a U.S. District Judge sentenced Ronnie Candelario to 41 months in prison for pleadings guilty to the possession of an unregistered fuel filter silencer.  Following his release from prison, the Court sentenced Candelario to…
  • Aug 23

    ATF Arrests man For Selling Muzzle Brakes on Ebay

    ATF Arrests man For Selling Muzzle Brakes on Ebay
    We often get questions regarding muzzle brakes and some of the kit suppressors that can be found on eBay and Facebook.  Our advice is to buy a real suppressor and not fool around with these “kits”. When ATF arrests…
Rank this Week: 784

New York Probate Blog

New York Probate Blog

Covers New York probate and estate laws, estate planning and taxation. By Rudolf J. Karvay.

http://www.nycprobate.com/probate-blog/
  • May 23

    Common and Costly Estate Planning Error

    Common and Costly Estate Planning Error
    It is not uncommon for even the very wealthy or public figures to miss the boat when it comes to proper estate planning. While you might think that you are too young, too poor, or too healthy to have to think about estate planning, it is…
  • Oct 23

    Inheritance Rights of Posthumously Conceived Children

    Inheritance Rights of Posthumously Conceived Children
    Thanks to the advancement of technology, couples who are suffering through infertility now have a chance to get pregnant. The most widely known treatment is in vitro fertilization. Through this method, there is a chance for children to be…
  • Oct 23

    Disinheriting Your Spouse

    Disinheriting Your Spouse
    While it is more common to hear of people disinheriting their adult children, disinheriting a spouse is rare. That is because in the State of New York, you cannot disinherit your spouse. You cannot leave the surviving spouse with nothing nor…
Rank this Week: 817

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

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

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

    When Your Neighbor’s Drone Pays an Unwelcome Visit

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

    Myth of a Cop Killing Epidemic

    Myth of a Cop Killing Epidemic
    New York Post:  “And each incident is breathlessly reported by a media determined to show that America remains deeply, irredeemably racist.  Problem is, it’s simply not true.  Last week, The Washington Post…
Rank this Week: 502

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/
  • Sep 22

    Supreme Court, Bronx County

    Supreme Court, Bronx County
    A Bronx Estate Litigation Lawyer said that, defendant-appellant moved pursuant to CPLR 510(1) to change the venue of the instant matter from Bronx County to Westchester County more than three years after the commencement of the action and…
  • Sep 22

    Supreme Court, Bronx County

    Supreme Court, Bronx County
    A Bronx Estate Litigation Lawyer said that, defendant-appellant moved pursuant to CPLR 510(1) to change the venue of the instant matter from Bronx County to Westchester County more than three years after the commencement of the action and…
  • Sep 17

    Integrated Domestic Violence Court...cont

    Integrated Domestic Violence Court...cont
    This case raises two questions concerning application of the recently enacted Uniform Child Custody Jurisdiction Enforcement Act (UCCJEA), set forth at article 5-A of the Domestic Relations Law: (1) whether (as the father urges) title 3 of…
Rank this Week: 550

Massachusetts Wills, Trusts, and…

Massachusetts Wills, Trusts, and Estates

Informational advice and musings on Massachusetts wills, trusts and estates. By Danielle G. Van Ess.

http://dgvelaw.blogspot.com/
  • Oct 22

    Astrid Is Doing Remarkably Well!

    Astrid Is Doing Remarkably Well!
    As most of you know by now, DGVE law's Client Liaison and Paralegal, Astrid A. Muhammad, had brain surgery at the end of August to remove a benign but invasive brain tumor.  Within days she was texting me to check on…
  • Oct 19

    October 20-26, 2014 is National…

    October 20-26, 2014 is National Estate Planning Awareness Week Attorney Danielle G. Van Ess of the family-friendly, Hingham, Massachusetts law firm DGVE law, LLC wants to help you “protect your family, yourself, and your…
  • Apr 25

    Listen to Your Mother, Boston

    Listen to Your Mother, Boston
    As a mother of 4 little girls ranging in age from baby to elementary school, Attorney-Mama Danielle G. Van Ess will be the first to tell it like it is:  Motherhood is NOT for the faint of heart.That's why DGVE law®  is…
Rank this Week: 599

Back in the Black Hills

Back in the Black Hills

Covers South Dakota criminal law, family law and estate planning issues. By Tana Fye.

http://backintheblackhills.blogspot.com/
  • Oct 7

    Rural Areas Need More Lawyer

    Rural Areas Need More Lawyer
    I live and work primarily in rural Nebraska, but am from the Rapid City area of South Dakota.  And I hear about and see first hand that there is a shortage of lawyers able to handle the caseload that exists.  The American Bar…
  • Jan 4

    ICWA and the SCOTUS

    ICWA and the SCOTUS
    For only the second time, the Supreme Court of the United States will hear a case involving the Indian Child Welfare Act (ICWA).  This Reuters article describes the situation as a "human tragedy," which pretty much can describe any case…
  • Oct 9

    First Amendment, Pastors, and the IRS

    First Amendment, Pastors, and the IRS
    I thought that this story (here and here) was fascinating.  Currently churches can lose their 501(c)(3) status if the pastor endorses candidates, as the church is no longer purely a religious organization.
Rank this Week: 465

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: 912

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 939

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

Covers business law and planning, elder law, estate planning, and probate and estate administration. By Deirdre Wheatley-Liss.

http://www.njelderlawestateplanning.com/
  • Apr 2

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing
    A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
  • Mar 25

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide
    You have a horrific accident and are looking at a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a…
  • Mar 25

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 593

Family Fortress Estate Planning…

Family Fortress Estate Planning Blog

Covers Colorado estate planning and elder law. By Schlender & Stone.

http://www.schlenderlaw.com/blog
  • Jul 30

    Living on the Edge: Small Business Owners and Retirement

    Living on the Edge: Small Business Owners and Retirement
    Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
  • Jul 30

    Living on the Edge: Small Business Owners and Retirement

    Living on the Edge: Small Business Owners and Retirement
    Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
  • Jul 28

    Not Just Estate Tax Anymore

    Not Just Estate Tax Anymore
    Anyone who has been following our blog knows that the expiring Bush tax cuts (including the repeal of the estate tax this year and the tax’s reinstatement next year) have given lawmakers no end of trouble as they struggle and debate—and…
Rank this Week: 823

You and Yours Blawg

You and Yours Blawg

Covers business law, elder law, estate planning and tax law. By Deirdre R. Wheatley-Liss.

http://youandyoursblawg.blogspot.com/
  • Aug 6

    You and Yours Blawg is Moving

    You and Yours Blawg is Moving
    Category: Elder Law, Estate Planning, Estate and Inheritance Tax, Business Law and Planning, Tax Law and Planning, Probate and Estate Administration, Financial Planning, Miscellaneous Musing
  • Mar 20

    Haven't Paid NJ Taxes? Now Might Be the Time

    Haven't Paid NJ Taxes? Now Might Be the Time
    Category: Tax Law and PlanningCourtesy of JH Cohn:New Jersey Enacts Tax Amnesty Program"New Jersey Governor Jon Corzine has signed a bill creating a 45-day New Jersey state tax amnesty period that will end no later than June 15, 2009.…
  • Mar 16

    Lets get Banks Lending - SBA Loan Guarantee Amount to 90%

    Lets get Banks Lending - SBA Loan Guarantee Amount to 90%
    Category: Business Law and Planning
Rank this Week: 803

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/
  • Sep 24

    IRS relaxes rule for late retirement plan rollover

    IRS relaxes rule for late retirement plan rollover
    Taxpayers rolling over a distribution from an IRA or other retirement account into another account must complete the rollover within 60 days of taking the distribution, or face paying income tax on those funds. In the past, if you failed to…
  • Sep 22

    Do your Social Security homework before you apply for benefit

    Do your Social Security homework before you apply for benefit
    If you are relying solely on the Social Security Administration staff or its website to help you determine when and how to take benefits, you should probably do a little more research. The General Accounting Office just released its…
  • Sep 13

    Some Medicare beneficiaries improperly denied benefits based on defunct "improvement standard"

    Some Medicare beneficiaries improperly denied benefits based on defunct "improvement standard"
    It always pays to be your own health advocate.  In 2012 I informed you that Medicare had eliminated its so-called "improvement standard." Under the new rule, beneficiaries are covered for short-term skilled nursing or…
Rank this Week: 3124

Lambert and Williams Law Blog

Lambert and Williams Law Blog

Focuses on personal injury, estate, & marine law.

http://www.lambertandwilliams.com/posts
  • Sep 24

    Is an Apology an Admission of Fault?

    Is an Apology an Admission of Fault?
    For Landlubbers No, for Mariners Perhaps In February of 2001, while conducting a demonstration for civilian observers nine miles off the Hawiian island of Oahu, the U.S. nuclear submarine Greeneville performed an emergency ballast blow and…
  • Sep 19

    Video Blog: ICBC Hit and Run Accident Claim

    Video Blog: ICBC Hit and Run Accident Claim
    Video Blog: ICBC Hit and Run Claims British Columbia insurance law makes sure that every vehicle licensed in this province carries at least basic coverage of $200,000 in third party liability insurance through ICBC.  This basic…
  • Sep 12

    Video Blog: Speeding Cyclists and BC Law

    Video Blog: Speeding Cyclists and BC Law
    Video Blog: School Zones, Speeding Cyclists and BC Law Last week a local cyclist was ticketed for speeding in a school zone. The event attracted considerable news attention and a lot of discussion on social media – with many…
Rank this Week: 2186

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/
  • Sep 24

    ABCs of Accounts, Beneficiaries and Court

    ABCs of Accounts, Beneficiaries and Court
    In a recent article in US News and World Reports, Scott Holsopple sets out questions which everyone should ask when planning for what happens when they are no longer alive and handling their financial affairs. One important question is: Does…
  • Sep 17

    More Power for your Power of Attorney

    More Power for your Power of Attorney
    A Power of Attorney allows someone you designate (your agent or attorney in fact) to make decisions for you if you become incapacitated. For this document to be effective, your agent may need to be able to access your medical information.…
  • Sep 10

    Additional IRA Advantage

    Additional IRA Advantage
    Individual Retirement Accounts (IRAs) are an investment tool and need to be taken into account when doing estate planning. It is important to name a beneficiary of an IRA. A spouse is often a beneficiary. A contingent beneficiary should also…
Rank this Week: 4247

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Sep 24

    My Son's New Soccer Website

    My Son's New Soccer Website
    My son Jonathan Skatoff has a new website devoted to soccer - cornerkicker.com.  I recommend all youthful fans of soccer check it out. 
  • Sep 23

    Florida Conservatorships For Property of Missing Persons and Absentee

    Florida Conservatorships For Property of Missing Persons and Absentee
    In practice, we routinely deal with probates (concerning a decedent’s assets) and guardianships (concerning a ward unable to care for his person and/or property).  A conservatorship is a lesser-known proceeding available to deal…
  • Sep 22

    Stranger Originated Life Insurance Survives Challenge in Florida

    Stranger Originated Life Insurance Survives Challenge in Florida
    Stranger-originated life insurance (STOLI) is a scheme pursuant to which someone purchases life insurance on the life of another for whom the purchaser does not have an insurable interest on the life of the insured. 
Rank this Week: 2215

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Appellate Court Decides Validity of Duplicate Will

    Appellate Court Decides Validity of Duplicate Will
    In re: Lewis NY Slip Op 04674 In this case, the decedent RL, left no will. Letters of Administration were issued to her parents. The parents had renounced their interest in the estate in favor of the decedent’s brothers, RL and JL.…
  • Aug 15

    Petitioner Seeks Limited Letters of Estate Administration

    Petitioner Seeks Limited Letters of Estate Administration
    A Kings County Estate Administration Lawyer said that, this is an application for limited letters of temporary estate administration. Decedent executed a will in Ireland which was witnessed by the manager for the United States Lines in…
  • Aug 14

    Executrix Petitions for the Construction of a Will

    Executrix Petitions for the Construction of a Will
    An estate administration lawyer said that, on December 2, 1999 a will was admitted to probate on August 16, 2001, reads as follows: “All the rest, residue and remainder of the property which I may own at the time of my death, real and…
Rank this Week: 3047

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Sep 23

    The Future of the Federal Estate Tax

    The Future of the Federal Estate Tax
    Yesterday Democratic presidential candidate Hillary Clinton proposed two changes to the federal estate tax regime. Depending upon who you ask, the federal estate tax is also known as the inheritance tax or death tax.First, she would increase…
  • Sep 7

    Trustee Removal

    Trustee Removal
    When a beneficiary files a petition it concludes with requests for various forms of relief, e.g. compelling the trustee to submit an accounting, instructing the trustee, determining the validity of a trust provision, determining questions of…
  • Aug 25

    Probate Order

    Probate Order
    Probate participants naturally appreciate consistency. If a judge rules one way in a case in 2016, then presumably that ruling will apply in 2017 as well even if the case is before a different judge. "For one superior court judge, no matter…
Rank this Week: 3106

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: 4514

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/
Rank this Week: 3034

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.czepigalaw.com/blog/
  • Sep 23

    Guardianship and Protecting Your Loved One with an Intellectual Disability

    Guardianship and Protecting Your Loved One with an Intellectual Disability
    By Kathleen D. Tetreault Family members of individuals with intellectual disabilities go to extraordinary lengths to provide their loved ones with proper supports, services, and care.  Establishing guardianship is often a necessary part…
  • Sep 22

    Retirees Cashing in on the Sharing Economy

    Retirees Cashing in on the Sharing Economy
    Have you ever thought it might be nice to make a little extra money to supplement your retirement? Maybe you need a bit more income just to make ends meet, or maybe you’re doing okay but wouldn’t mind having some room in your…
  • Sep 22

    Estate Tax Loophole for Family Business Owners Under Attack

    Estate Tax Loophole for Family Business Owners Under Attack
    By Paul T. Czepiga Have you heard the news that wealthy business owners might soon see a bigger tax hit when they transfer ownership stakes to their children? Take a look at some headlines I’ve seen: Treasury Department Targets Estate…
Rank this Week: 1941