Most Popular Estate Planning Blawgs Expanded View List View

Blogs 1 - 45 of 254
Sorted by Popularity | Sort by Name | Sort by Last Post Date
Today | This Week | This Month | All Time |

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 27

    CLE on Domestic Asset Protection and Inter Vivos QTIP Trust

    CLE on Domestic Asset Protection and Inter Vivos QTIP Trust
    The American Bar Association Section of Real Property, Trust and Estate Law is holding an eCLE entitled, There’s No Place Like Home—Domestic Self-Settled Asset Protection Trusts and Inter Vivos QTIP Trusts: Why Do Them and Where To Go…
  • Mar 27

    Late Coach Dean Smith Gives $200 to Former Player

    Late Coach Dean Smith Gives $200 to Former Player
    Former North Carolina Tar Heels coach Dean Smith, who passed away in February at the age of 83, created a trust to send $200 to every letterman who played under him at UNC. Accountant Tim Breedlove said that the checks...
  • Mar 27

    Factors for a Strong Family Unit

    Factors for a Strong Family Unit
    Many families move toward a state of separation and disunity as time progresses, and this tendency can make the risks of sibling rivalry and family feuding over inheritance stronger. Here are some factors that can lesson those risks and…
Rank this Week: 64

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: 140

Estate Law Canada

Estate Law Canada

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

http://estatelawcanada.blogspot.com/
  • Mar 24

    Panel to discuss prevention of abuse of Enduring Power of Attorney

    Panel to discuss prevention of abuse of Enduring Power of Attorney
    Anyone who is in the St. John's area and who has questions or concerns about Enduring Powers of Attorney might be interested in this event that is happening tonight. I'm participating in a panel that is going to explore issues around Enduring…
  • Mar 21

    A weekend smile

    A weekend smile
  • Mar 20

    This woman has a plan to take care of your dog - or your donkey - after you die

    This woman has a plan to take care of your dog - or your donkey - after you die
    Many pet owners find it stressful to think about what will happen to their animals after the owners have passed away. I've written many wills over the years that address where the animal(s) should go, how much money is allocated for their…
Rank this Week: 368

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: 356

Arizona Senior Law Blog

Arizona Senior Law Blog

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

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

    IRA May Have to be Closed for ALTCS

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

    Gift Won’t Delay Eligibility for 5 Year

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

    Determining the Cost of ALTCS

    Determining the Cost of ALTCS
    Our latest Arizona Republic article in the weekly Aging and the Law column can be found below. Our column runs every Friday in select Arizona cities. Question: My neighbor informed me that when her mother got on the Arizona Long Term Care…
Rank this Week: 409

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Court of Appeals to Hear Missing Will Case

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

    Court of Appeals to Hear Missing Will Case

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

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

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
Rank this Week: 440

Iowa Law Blog

Iowa Law Blog

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

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

    Interactive Process in Action

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

    Thinking about selling For Sale By Owner?

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

    Grandparent and Great-Grandparent Visitation

    Grandparent and Great-Grandparent Visitation
    I am frequently asked about grandparent and/or great-grandparent visitation.  Iowa Code Section 600C.1 discusses the circumstances in which a grandparent and/or great-grandparent may petition the court for visitation with a grandchild…
Rank this Week: 504

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

    Stanford Phds Say Renewable Energy Won’t Work

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

    The Law-School Scam

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

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

    National Weather Service, Post Office & Other Federal Agencies Buying Ammo
    Newsmax:  “Add the U.S. Postal Service to the list of federal agencies seeking to purchase . . . alarmingly large quantities of ammunition.  A little more than a year ago, the Social Security Administration put in a request…
Rank this Week: 469

Virginia Disability Law Blog

Virginia Disability Law Blog

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

http://sheriabrams.com/blog
Rank this Week: 471

Toronto Estate Law Blog

Toronto Estate Law Blog

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

http://estatelaw.hullandhull.com/
  • Mar 27

    Contestation of Claims Against an Estate

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

    Trustees, Estate Trustees, and Adminstratrices – A Disambiguation

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

    The Two Types of Domicile

    The Two Types of Domicile
    Through the use of modern technology and communication, the world is shrinking every day. We are seeing an influx of foreign residents living and owning property situated in Canada and the reverse is also common. For the purposes of estate…
Rank this Week: 599

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Mar 26

    IRS Drops Penalty Against Marijuana Company For Not Filing Electronically

    IRS Drops Penalty Against Marijuana Company For Not Filing Electronically
    In a settlement reached with the Internal Revenue Service, a Colorado medical marijuana dispensary will not have to pay a penalty for failing to pay certain taxes electronically. The dispensary, Allgreens LLC, failed to pay employee…
  • Mar 5

    IRS Declines to Further Define “Willful” vs. “Non-Willful”

    IRS Declines to Further Define “Willful” vs. “Non-Willful”
    During a February 24 webcast hosted by the American Bar Association, an Internal Revenue Service (IRS) official declined to provide further definition on “willful” versus “non-willful” behavior for taxpayers hoping to…
  • Feb 26

    Protect Your Assets with a Private Retirement Plan

    Protect Your Assets with a Private Retirement Plan
    The following post was taken from our February 2015 newsletter. Click here to subscribe to our monthly newsletter. Most people will not spend a penny today to put a hurdle between their valuable assets and some currently unknown, but…
Rank this Week: 577

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 545

Florida Probate Litigation

Florida Probate Litigation

Covers corporate trustees, compensation disputes, contested guardianship proceedings, creditors' claims, homestead litigation, will construction litigation, and trust and estates litigation. By Juan C. Antunez.

http://www.flprobatelitigation.com/
  • Mar 20

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

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

    From the Humor File

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

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

    Must read for Florida guardianship lawyers: Sarasota Herald-Tribune’s special investigative series: “Elder guardianship: A well-oiled machine”
    A special multi-part investigative series published by the Sarasota Herald-Tribune entitled Elder guardianship: A well-oiled machine, reported that while Florida has an efficient system of identifying and caring for fragile elders,…
Rank this Week: 605

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

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

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

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

    Top 10 Things Every Will Beneficiary Must Know!

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

    The Four Factors For California Financial Elder Abuse

    The Four Factors For California Financial Elder Abuse
    Financial elder abuse in California is become more commonplace with our aging population.  In California, there are laws that are meant to protect the physical and financial wellbeing of seniors.  In this video, Stewart Albertson…
Rank this Week: 629

California Tax Attorney Blog

California Tax Attorney Blog

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

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

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

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

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 711

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: 730

New York Personal Injury Lawyer…

New York Personal Injury Lawyer Blog

Covers personal injury law. By the Law Offices of Stephen Bilkis & Associates.

http://www.newyorkinjurylawyer247blog.com/
  • Mar 27

    Plaintiffs oppose the instant motion

    Plaintiffs oppose the instant motion
    A Bronx Estate Litigation Lawyer said that, defendant moves seeking an Order granting him summary judgment over and against plaintiffs. Defendant avers that to the extent that plaintiffs did not sustain serious injuries, as defined by the…
  • Mar 26

    XX Bronx Park South, Bronx

    XX Bronx Park South, Bronx
    This is a personal injury action in which plaintiff alleges that he slipped and fell on the front steps of his apartment building, which is designated as XX Bronx Park South, Bronx, New York (the "building"). The building is owned and…
  • Mar 24

    According to the officer, the steps were more than just wet, there being a build-up of snow.

    According to the officer, the steps were more than just wet, there being a build-up of snow.
    This action involves a claim for damages arising out of personal injury suffered by plaintiff Mrs. DB as a result of the alleged negligence of defendant Manhattan and Bronx Surface Transit Operating Authority (MABSTOA). At approximately 9:00…
Rank this Week: 923

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

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

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

    Inter Vivos* Giving Benefits Giver

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

    Perpetual Posting* Pertaining to Perpetuities?

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

    Medicaid - Providing for the "Community Spouse"

    Medicaid - Providing for the "Community Spouse"
    When one spouse is in a nursing home, he or she is referred to as the "institutional" spouse in Medicaid-speak. The other spouse, the one who remains at home is referred to as the "community" spouse. Naturally, the primary…
Rank this Week: 854

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. By Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/
  • Mar 27

    Downsides of Do-It-Yourself Powers of Attorney

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

    Beneficiary Designation Reminder

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

    Creditor Claims Against Decedents in North Carolina

    Creditor Claims Against Decedents in North Carolina
    One of the many responsibilities executors have is ensuring that the decedent’s debts are satisfied. Creditor claims against estates in North Carolina generally fall into categories of priority. The North Carolina Administrative Office…
Rank this Week: 739

Nash Nash Bean & Ford, LLP Blog

Nash Nash Bean & Ford, LLP Blog

Covers elder law and estate planning.

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

    Should I Drop My Health Insurance When I Apply for Medicaid?

    Should I Drop My Health Insurance When I Apply for Medicaid?
    You may have gone your entire life without ever needing to apply for Medicaid and now suddenly find yourself faced with the need for Medicaid benefits. Typically, this occurs to older individuals who are in need of long-term care. Because you…
  • Mar 17

    What Is a Self-Proving Will?

    What Is a Self-Proving Will?
    For most people, a Last Will and Testament serves as the foundation of their comprehensive estate plan. For some, a Will is their entire estate plan. Whether your Will is simply the starting point for your estate plan or is both the starting…
  • Mar 13

    Does a Trust Protect My Assets from a Nursing Home?

    Does a Trust Protect My Assets from a Nursing Home?
    At some point in your life you may find yourself facing the need to move to a nursing home. Along with the emotional impact of that decision there are also practical and financial implications that go along with needing nursing home care. The…
Rank this Week: 901

epilawg

epilawg

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

http://epilawg.com/
  • Mar 23

    How to Collect Your Final Wage

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

    Painless Probate: Closing Informally

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

    Postnuptial Agreement

    Postnuptial Agreement
    We’ve written before about prenuptial agreements (“prenups”), which are agreements entered into by a couple before marriage that most often outline the ownership and division of property should a marriage end either by…
Rank this Week: 743

Cooper Elder Law

Cooper Elder Law

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

http://cooperelderlaw.com/our-blog/
  • Mar 16

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

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

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

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

    Important Information About Medicare Enrollment

    Important Information About Medicare Enrollment
    By: Attorney Nathan Simpson Getting Medicare enrollment correct is very important to avoid gaps in coverage. The Journal of Financial Planning has published a handy timeline which helps seniors plan for when to enroll. The Journal recommends…
Rank this Week: 820

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

http://www.probatelawyerblog.com/
  • Feb 23

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

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

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

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

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 873

Massachusetts Estate Planning,…

Massachusetts Estate Planning, Probate & Elder Law

Features a blend of common sense info for clients and family caregivers and in-depth probate, tax and Medicaid analysis for lawyers & CPAs. By Brian E. Barreira.

http://elderlaw.info/
Rank this Week: 871

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

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

    Estate Planning for Out-of-State Property

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

    Revocable Trusts and Asset Protection

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

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 904

Pet Trust Law Blog

Pet Trust Law Blog

Provides information for pet owners on legal topics concerning their well being and future, such as pet euthanasia and medical care, pet sitting, pet caretakers, and pet trusts. By Danny E. Meek, Esq.

http://www.pettrustlawblog.com/
  • May 29

    Thanks for Great Article by Attorney Tami Kamin Meyer

    Thanks for Great Article by Attorney Tami Kamin Meyer
     Recently, Tami Kamin Meyer, an Ohio attorney, writer and regular freelance contributor to many legal blogs and periodicals, was kind enough to contact me to discuss some thoughts on various pet trust issues. As a result of our…
  • May 28

    Thanks for Great Article by Attorney Tami Kamin Meyerr

    Thanks for Great Article by Attorney Tami Kamin Meyerr
     Recently, Tami Kamin Meyer, an Ohio attorney, writer and regular freelance contributor to many legal blogs and periodicals, was kind enough to contact me to discuss some thoughts on various pet trust issues. As a result of our…
  • Oct 9

    Another Pet Owner Leaves Millions for Her Dog and Other Animal

    Another Pet Owner Leaves Millions for Her Dog and Other Animal
    Muriel Siebert was the first woman to hold a seat on the New York Stock Exchange. She recently died and left a gift in her will of $100,000 to a friend, to care for her Chihuahua. In addition, she devised many millions of dollars for the…
Rank this Week: 776

Florida Special Needs Law Blog

Florida Special Needs Law Blog

Providing insight and commentary on SSI, special needs trusts, and Medicaid. By David Lillesand.

http://www.floridaspecialneedslaw.com/
  • Aug 24

    Doctors quitting Medicare?

    Doctors quitting Medicare?
    DOCTORS QUIT? Is the Wall Street Journal becoming Faux News? As Judy Lieberman of the Columbia Journalism Review reported on August 12th, the Wall Street Journal had printed a story called "More Doctors Steer Clear of Medicare: Some Doctors…
  • Aug 13

    ObamaCare and Special Needs Trust

    ObamaCare and Special Needs Trust
    The Supreme Court decision on the Affordable Care Act (ObamaCare) has tremendous implications for our practice, primarily negative, but is a huge boon to planning for persons with disabilities who have been shut out of the private insurance…
  • Apr 26

    Spell-check anyone?

    Spell-check anyone?
    We're working on an appeal of another attorney's client's case that was lost at a Social Security Adminsitration Administrative Law Judge hearing.  In reviewing the twelve page decision, we find the judge wrote the following (the typos are…
Rank this Week: 752

Future of the Federal Estate Tax

Future of the Federal Estate Tax

Covers estate tax reform. By Hani Sarji.

http://mhs.typepad.com/threepointfive-45/
  • Jul 4

    [EOC]Let Freedom Ring With Gift Of Firearm

    [EOC]Let Freedom Ring With Gift Of Firearm
    My previous post highlights how Americans are generous, despite a challenging economy. An earlier post mentioned that donating firearms could help the donor, the donor’s family, the charitable organization, and all Americans who get a…
  • Jul 4

    [EOC]Americans Are Generous, Despite Economy

    [EOC]Americans Are Generous, Despite Economy
    A recent report highlights the generosity of Americans. Giving USA 2011: The Annual Report on Philanthropy for the Year 2010 finds that Americans contributed about 2 percent of disposable income in 2010. The executive summary of the report…
  • Jul 4

    [EOC]The Most Important Historical Gun In History Of United State

    [EOC]The Most Important Historical Gun In History Of United State
    I have been researching estate planning for firearms, and I came across a video that is worth sharing today, a day on which we celebrate the United States and reflect on its history. The video is about the Girandoni air rifle, which is on…
Rank this Week: 940

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Mar 27

    Must a Third Party Honor a Power of Attorney in Missouri?

    Must a Third Party Honor a Power of Attorney in Missouri?
    A power of attorney is one of the most commonly used legal documents in large part because almost everyone has need for one at some point. Not only is it likely that you will create power of attorney, or POA, at some point in your life but…
  • Mar 25

    What Should You Do If You Have a Bare-Bones Trust?

    What Should You Do If You Have a Bare-Bones Trust?
    Unfortunately, not all estate planning tools are created equal. “Bare-bones” documents, for example, frequently do not accomplish what they were intended to accomplish. Worse still, they can actually have a costly negative impact…
  • Mar 24

    How Can I Protect My Spouse When Applying for Medicaid?

    How Can I Protect My Spouse When Applying for Medicaid?
    Unless you are fortunate enough to be able to pay out of pocket, during your retirement years there is good chance that you will need to qualify for Medicaid benefits to help cover the high cost of long-term care. You may have heard stories…
Rank this Week: 1013

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/
  • Mar 27

    Bills Would Authorize ABLE Accounts in Pennsylvania

    Bills Would Authorize ABLE Accounts in Pennsylvania
    <!--[if !mso]> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <![endif]--> <!--[if gte mso 9]> …
  • Mar 24

    The Big 4 Legal Documents for Older Adult

    The Big 4 Legal Documents for Older Adult
    Listed below are four important legal documents that older adults should have. #1, #2 and #3 are needed by all; #4 is optional depending on your specific circumstances. 1. A Power of Attorney for Financial Matters, where you name a trusted…
  • Mar 17

    IRS Issues ABLE Act Clarification

    IRS Issues ABLE Act Clarification
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Print 0 46 false false false EN-US X-NONE X-NONE …
Rank this Week: 1101

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Mar 27

    Getting Your Sales Team Tournament Ready

    Getting Your Sales Team Tournament Ready
    It’s basketball time in Kentucky!  The March mess of snow and ugly weather has been replaced with the spreading March Madness mindset that sweeps across our state each spring. Seemingly sane people who catch the fever show symptoms…
  • Mar 25

    Life Insurance Trusts and Fiduciary Dutie

    Life Insurance Trusts and Fiduciary Dutie
    Sometimes, an attorney, advisor, or other person close to the client serves as the trustee of an irrevocable life insurance trust (“ILIT”). This seems simple enough. The client contributes money and the trustee sends Crummey…
  • Mar 23

    Reach Beyond the Transaction – Build Relationship Capital Instead

    Reach Beyond the Transaction – Build Relationship Capital Instead
    Relationships are the most valuable assets an attorney can possess. You don’t agree? Regardless of how large or small your practice is, how much revenue you generate, or how superior your products and services are, it won’t make…
Rank this Week: 1040

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Mar 26

    What Qualities Should I Look for in an Executor?

    What Qualities Should I Look for in an Executor?
    When you think about the process of estate planning, the execution of documents will probably come to mind. This is a large part of the endeavor to be sure, but someone must follow the instructions that you leave behind in these documents. If…
  • Mar 24

    Elder Care FAQS: How Common is Alzheimer’s Disease?

    Elder Care FAQS: How Common is Alzheimer’s Disease?
    Elder care law firms help people who are serious about preparing for the eventualities of aging. Pragmatism is key, and you have to confront some circumstances that can be quite challenging if you want to be optimally prepared.…
  • Mar 19

    Can I Take Back Assets in Medi-cal Trust?

    Can I Take Back Assets in Medi-cal Trust?
    Can I Take Back Assets in Medi-cal Trust? from Roy W. Litherland As a result, many seniors who were never financially needy seek Medi-Cal eligibility.  Learn more about Assets in Medi-cal Trust in this presentation. The post Can I Take…
Rank this Week: 1110

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Mar 25

    Thought for the Day:

    Thought for the Day:
    You never know how strong you are until being strong is your only choice. Bob Marley
  • Mar 25

    What Happens to Your Digital Assets When You Die?

    What Happens to Your Digital Assets When You Die?
    Your first question may actually be “What digital assets?” You probably have more than you realize. Do you bank over the internet? Do you send e-mails? Do you have a website or blog? Do you chat with friends and family over…
  • Mar 24

    Texas History – Do You Know the Spanish Explorer Who Mapped the Coastline of Texas?

    Texas History – Do You Know the Spanish Explorer Who Mapped the Coastline of Texas?
    Alonso Alvarez de Pineda was the Spanish explorer who first mapped the coastline of Texas. Alvarez de Pineda left Jamaica in early 1519 and sailed west to follow the northern coastline of the Gulf. He sailed west from the Florida Keys to hug…
Rank this Week: 1107

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Mar 25

    The Achieving A Better Life Experience (ABLE) Act

    The Achieving A Better Life Experience (ABLE) Act
    Late last year President Obama signed the Achieving A Better Life Experience ("ABLE") Act into law. In essence, the ABLE Act can allow individuals with qualifying disabilities or their families to set aside funds for education, housing and…
  • Feb 13

    Facebook & Estate Planning

    Facebook &amp; Estate Planning
    Facebook recently announced a limited digital estate planning functionality, called Facebook Legacy Contacts, associated with Facebook accounts: Today we’re introducing a new feature that lets people choose a legacy contact—a…
  • Jan 5

    Selling a Business: Stock Sale v. Asset Sale

    Selling a Business: Stock Sale v. Asset Sale
    When a business is sold, the actual sale often occurs via one of two forms, either as a stock sale or as an asset sale. In general, sellers often prefer stock sales while buyers often prefer asset sales. Although the considerations associated…
Rank this Week: 1014

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

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

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

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

    Executor of a Will (Letters Testamentary)

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

    Birth dates in a Testamentary Document

    Birth dates in a Testamentary Document
    A common provision in a parent's testamentary document, i.e. a trust or will, is the birth dates of their children. This causes many parents to ask, why should I list the birth dates of my children in a testamentary document? The answer is…
Rank this Week: 987

Nevada Trust Reporter

Nevada Trust Reporter

Features commentary on trust law and asset protection. By Provident Trust Group, LLC.

http://blog.trustprovident.com/
  • Mar 25

    Planning to Work in Retirement Isn’t Really a Plan

    Planning to Work in Retirement Isn’t Really a Plan
    Source: Nancy Anderson, Forbes These days, many Americans are looking at retirement differently — even to the point of dismissing it entirely and planning to work indefinitely. Unfortunately, they may be in for a rude awakening if…
  • Mar 20

    The Rise of Self-Directed IRA

    The Rise of Self-Directed IRA
    There is currently an explosion in the self-directed retirement industry. Following the financial downturn of the last decade, there has been a change in the way people view their investment assets. There is fear in the market for individual…
  • Mar 19

    Provident Trust Group Sponsors 2015 LendIt USA Conference

    Provident Trust Group Sponsors 2015 LendIt USA Conference
    Provident Trust Group is serving as a bronze sponsor for the 2015 LendIt USA Conference in New York City from April 13 to 15. According to LendIt USA, the event is “the world’s largest annual gathering of the online lending…
Rank this Week: 1163

Lancaster Law Blog

Lancaster Law Blog

Covers business law, employment law, estate planning, family law, and nonprofit law information for Lancaster County and Pennsylvania residents. From Russell, Krafft & Gruber.

http://www.lancasterlawblog.com/
  • Mar 24

    Do You Want FHA Approval for Your Condominium?

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

    12-Packs Available Earlier Than Anticipated

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

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

    As a Small Business Owner Do You Know the Laws that Apply to Your Business?
    In the early stages of starting a business, entrepreneurs often face many problems, most of which require time and money to evaluate and resolve. That being said, there are certain investments a business owner can make that will save a lot of…
Rank this Week: 1025

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/
  • Mar 22

    Partition Actions in Florida

    Partition Actions in Florida
    Partition actions are often used to force the sale of jointly owned property when the owners cannot agree amongst themselves what to do with the property.  Florida law provides a general framework on how a partition action is to proceed,…
  • Mar 19

    Florida Will Overturned On Finding of Undue Influence By Surviving Spouse

    Florida Will Overturned On Finding of Undue Influence By Surviving Spouse
    In Blinn v. Carlman, the Fourth District Court of Appeal upheld a Florida probate court’s invalidation of a will based upon undue influence by a surviving spouse.  Overturning a will on the grounds of undue influence by a…
  • Mar 17

    Virtual Adoption Not Undone By Developing Relationship With Natural Father

    Virtual Adoption Not Undone By Developing Relationship With Natural Father
    The Georgia Supreme Court recently held that once a child has been virtually adopted by an adopted father, the subsequent relation between the adopted child and the natural father does not sever the previous virtual adoption.
Rank this Week: 1054

Death Care Law Blog

Death Care Law Blog

Covers laws relating to pre-need and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By William Stalter.

http://www.deathcarelaw.com/
  • Mar 21

    NPS’ Legacy of Damages: No One Knows How Deep the Waters Were

    NPS’ Legacy of Damages: No One Knows How Deep the Waters Were
    When NPS first collapsed, the estimate of the company’s liabilities to funeral homes was reported to have been as much as a billion dollars.  When the SDR finally brought the case to trial, the damages awarded by the jury were less…
  • Mar 15

    NPS Trustees: Standard of Care for Investment

    NPS Trustees: Standard of Care for Investment
    Now that a judgment has been rendered against Allegiant Bank, the NPS litigation will move on to the appeal stage where the focus will be on R.S.Mo. Section 436.031.  The NPS trustees universally argued that this provision of the…
  • Mar 7

    NPS Trustees: Standard of Care for Preneed Administration

    NPS Trustees: Standard of Care for Preneed Administration
    Final arguments were heard in the NPS civil trial this past Friday.  With the SDR having presented evidence through the prior Friday, the defendant trustees presented their case in less than a week.  This may reflect that the NPS…
Rank this Week: 1220

Gay & Lesbian Legal Update

Gay & Lesbian Legal Update

Cover estate planning for gays and lesbians. By Kenneth Vercammen.

http://gaybilesbian.blogspot.com/
Rank this Week: 1295

Fiduciary Folio

Fiduciary Folio

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

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

    Clarke County Superior Court totally reversed on appeal in trust matter

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

    Facebook at vanguard of digital inheritance

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

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
Rank this Week: 1228

Probate, Trusts and Estate Law…

Probate, Trusts and Estate Law Blog

Cover international estate planning considerations, sophisticated estate planning techniques, answers to common estate planning questions, and probate, estate and gift tax law By Janet Brewer.

http://www.calprobate.com/blog/
  • Feb 19

    Three Reasons to Include Life Insurance in Your Estate Plan

    Three Reasons to Include Life Insurance in Your Estate Plan
    Life insurance policies offer an important tool to a wide range of people planning their estate, though the specific way that life insurance policies are utilized often differs depending on the needs and situation of the individual. For…
  • Dec 30

    2015 News & 2014 Most Viewed CA Estate Planning & Probate Blog Post

    2015 News &amp; 2014 Most Viewed CA Estate Planning &amp; Probate Blog Post
    Season's greetings and happy new year! This is my last post of 2014. News: Elected to State Bar of California Board of Trustees   Here I am consulting with Terri. If you'd like to discuss asset protection, here's a good place to start…
  • Nov 26

    Helping Your Parents Plan Their Estate

    Helping Your Parents Plan Their Estate
    As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents need assistance with their estate planning, but they are hesitant to ask for help from their…
Rank this Week: 1032

Estate Planning Blog

Estate Planning Blog

Covers asset protection, estate planning, probate and income tax planning. By Sheppard, Brett, Stewart, Hersch, Kinsey & Hill P.A.

http://www.sbshlaw.com/blog
  • Jan 30

    Another Reason to Update Your Legal Documents to Florida Law

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

    IRA Beneficiary Designation

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

    Estate Planning Clean Up for the New Year

    Estate Planning Clean Up for the New Year
    Now that 2015 is upon us, allow me to remind you what estate planning “clean up” tasks you may need to pay attention to: Wills and Revocable Living Trusts – If you have moved from a different state and have not updated your…
Rank this Week: 1035

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

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

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

    New Law Allows Owners to be Buried with Pet

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

    More Estate Planning Lessons from Celebritie

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

    Estate Planning Errors to Avoid

    Estate Planning Errors to Avoid
    According to estate planning professionals, almost 65% of Americans do not have a basic will or estate documents drafted. Although it is nice to think that your family will be able to take care of your estate and know your wishes, the truth…
Rank this Week: 1045

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 &amp; 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: 1056