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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

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

    Avoid Elder Financial Planning ‘Red Flags’

    Avoid Elder Financial Planning ‘Red Flags’
    About ten thousand people will turn sixty five each day until 2030, and by 2050 more than twenty percent of the U.S. population will be over sixty five. With a greater share of the population entering into old age, more...
  • May 28

    Plan Ahead To Avoid Family Heirloom Dispute

    Plan Ahead To Avoid Family Heirloom Dispute
    Disputes over family heirlooms that have both monetary and sentimental value can create tension and divide families. It is a good idea for a person creating a will to plan ahead about who they will be inheriting the heirlooms. Clients...
  • May 28

    Without An Estate Plan Property Might Go To State

    Without An Estate Plan Property Might Go To State
    I have previously discussed how an unknown descendent of Lizzie Ryan could be eligible to inherit a $788,000 estate. If an heir is not found in thirty years then the estate will go to the British Crown. In the United...
Rank this Week: 54

NJ Family Issues

NJ Family Issues

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

http://www.kostrolaw.com/NJFamilyIssues
Rank this Week: 186

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

    Larry Klayman Sues Hillary & Bill Clinton & Clinton Foundation

    Larry Klayman Sues Hillary & Bill Clinton & Clinton Foundation
    Th following is the text of a press release issued by Freedom Watch on May 27, 2015: Today, Larry Klayman, founder of Freedom Watch and a former federal prosecutor, filed a civil suit against Hillary Clinton, Bill Clinton and their family…
  • May 22

    FBI Admits Patriot Act Snooping Worthle

    FBI Admits Patriot Act Snooping Worthle
    Washington Times:  “FBI agents can’t point to any major terrorism cases they’ve cracked thanks to the key snooping powers in the Patriot Act, the Justice Department’s inspector general said in a report Thursday…
  • May 15

    Feds Charge Developer Alex Papas with Fraud, Conspiracy

    Feds Charge Developer Alex Papas with Fraud, Conspiracy
    Arizona Republic:  “An Arizona real-estate developer was arrested last week on fraud and bankruptcy charges stemming from an alleged scheme to hide $17 million in assets.  Alex Papakyriakou, also known as Alex Papas, 57, of…
Rank this Week: 232

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/
  • May 26

    California court invalidates power of appointment; disinherited heir gets 1/3 of $55M trust

    California court invalidates power of appointment; disinherited heir gets 1/3 of $55M trust
    Sefton v. Sefton, — Cal.Rptr.3d —-, 2015 WL 1870302 (Cal.App. 4 Dist. April 24, 2015) Assume you have a case involving a $55 million trust created under “Grandfather’s” Will, that provides for a life-time trust…
  • May 22

    2013-14 Probate Court Filing Statistic

    2013-14 Probate Court Filing Statistic
    If you make your living in and around our probate courts you’ll find the FY 2013-14 Probate Court Statistical Reference Guide interesting reading. The chart below provides the “cases filed” data for three of our…
  • May 18

    Come learn about STEP Miami’s new specialized forum for international trusts and estates litigator

    Come learn about STEP Miami’s new specialized forum for international trusts and estates litigator
    I’m one of the volunteers working on bringing this exciting new opportunity to Miami. If you are at all interested in this topic, I encourage you to please RSVP by clicking the “register now” button below and get involved at…
Rank this Week: 227

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: 220

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/
  • May 28

    Into Re Woods: Formal Validity of Will

    Into Re Woods: Formal Validity of Will
    The issue of how strictly a testator must comply with the formal rules for validly executing a will is one that has encouraged legislative change across the country in recent decades.  If the standard is too high, the result will be the…
  • May 27

    Secret and Half-Secret Trust

    Secret and Half-Secret Trust
    On occasion, a testator may wish to keep the true beneficiary of a trust hidden from public scrutiny. Either a secret or half-secret trust may be created for this purpose. A secret trust is derived from 3 essential principles, namely: 1. the…
  • May 26

    Knowing Where to Begin

    Knowing Where to Begin
    In estates matters, geography can become a challenge.  The Estates Act provides at section 7 that an application for a certificate of appointment of estate trustee with respect to the will of a person resident in Ontario shall be filed…
Rank this Week: 259

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: 276

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • May 14

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust

    Surrogate Court Delays Getting Worse-Maybe It’s Time To Consider Trust
    Nassau County Surrogate Edward McCarty III likes to begin his weekly Wednesday calendar call with a folksy chat to the usually packed courtroom. This week, the judge lamented the recent decision of the state to make new staff cuts of court…
  • Apr 19

    Digital Life After Death, A Question For The Future

    Digital Life After Death, A Question For The Future
    Your lawblogger recently attended a seminar given by Evan Carroll, the author of  “Your Digital Afterlife”,  a book speaking to the growing issues that have arisen as our activities on line have continued to branch out…
  • Mar 31

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid

    Cubs Star Ernie Banks Will Leaving Estate To Caregiver Ruled Valid
    The Star Tribune has reported today that Ernie Banks, all star shortstop of the Chicago Cubs who died January 23rd at the age of 83 has left his estate to his caregiver Regina Rice. Banks made his will last October and the witnesses reported…
Rank this Week: 343

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/
  • May 14

    Family Members of B.B. King Are Singing The Blue

    Family Members of B.B. King Are Singing The Blue
    Blues great B.B. King, who is now 89 years old and suffers from diabetes and other health problems, is the subject of a bitter dispute over management of his care and assets. The battle pits his longtime business manager, Laverne Toney,…
  • Apr 23

    Sofia Vergara Lawsuit Teaches Lesson For Couples Using IVF

    Sofia Vergara Lawsuit Teaches Lesson For Couples Using IVF
    It began with an anonymous court filing pitting “John Doe” against “Jane Doe.” It didn’t take long for Jane and John to be identified publicly as Modern Family‘s Sofia Vergara and creator of the Onion…
  • Apr 8

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate

    Celebrity Legacies: Blurred Lines Surround Marvin Gaye Estate
    There's nothing like a hit song to keep heirs dancing down the road to the bank -- even when that song wasn't written, composed, or sung by the celebrity singer who died. The heirs of Marvin Gaye hit it big with a judgment against Robin…
Rank this Week: 457

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: 431

Estate Planning Blog

Estate Planning Blog

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

http://www.sbshlaw.com/blog
  • May 22

    Where Did All the Time Go?

    Where Did All the Time Go?
    I’m writing this column from my hotel room outside Boston where I’ve just moved my oldest daughter Gabi out of her Brandeis University dormitory room, as her spring semester just ended. I’ve worked my tail off, helping her…
  • May 15

    Inherited IRA Distribution

    Inherited IRA Distribution
    When a beneficiary other than a spouse inherits an IRA, there’s a lot to consider. In today’s column I’m going to review some of these rules which should serve to underscore why IRA planning is important in anyone’s…
  • May 8

    Johnny as Sally’s Trustee

    Johnny as Sally’s Trustee
    Should you ever make one of your adult children a gatekeeper to another adult child’s inheritance? My short answer is an emphatic, “NO!” I’ve had similar conversations on this topic with a variety of clients over the…
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: 540

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • May 16

    Court Makes it Easier for DMV to Suspend License After a California DUI

    Court Makes it Easier for DMV to Suspend License After a California DUI
    As if it wasn’t very easy enough for the DMV to suspend a vehicle driver’s certificate following a California DUI arrest. Remember my countless publishing on the uphill and one-sided procedure that is the DMV’s management…
  • May 9

    Why You Need To Work With A Criminal Attorney

    Why You Need To Work With A Criminal Attorney
    To make sure that you get the finest treatment possible, it is crucial that you work with the right criminal protection lawyer to represent you. No matter what you are being asked for with, the appropriate legal representative could make a…
  • May 2

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company

    Why You Must Never Ever Micromanage Your Search Engine Optimization Company
    You’re not obtaining the outcomes you desire from your Search Engine Optimization firm, but you’re not sure exactly just what the trouble is. You even question if it could be you, as well as not the Search Engine Optimization…
Rank this Week: 675

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Apr 23

    Julianne Moore’s Oscar Sustains Awareness for Dementia Care

    Julianne Moore’s Oscar Sustains Awareness for Dementia Care
    Alzheimer’s disease is an unlikely topic for Oscar buzz, but it nevertheless dominated red-carpet chatter this year, as Julianne Moore was an early favorite to win the Best Actress award for Still Alice. Alice is a devastatingly…
  • Apr 16

    Four Reasons People Put Off Estate Planning

    Four Reasons People Put Off Estate Planning
    “Have you thought about dying lately?” View image | gettyimages.com That’s the question The Huffington Post asks in a new article about delays in estate planning. Most people’s answer, they guess, is no. After all, it…
  • Apr 9

    Dancing and Sudoku: Could Getting Old Really Be That Simple?

    Dancing and Sudoku: Could Getting Old Really Be That Simple?
    With or without dementia, old age is accompanied by a decline in memory and cognitive function. That’s been an unassailable fact since the dawn of time. But it might not be fact anymore. A growing body of research demonstrates that…
Rank this Week: 665

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: 620

New York Trusts & Estates Law…

New York Trusts & Estates Law Blog

Covers New York wills, trusts, estates, and elder law. By Saul Elnadav.

http://trustsestateslaw.com
Rank this Week: 590

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/
  • May 27

    New to Estate Planning? Follow This Guide for Help

    New to Estate Planning? Follow This Guide for Help
    Proper estate planning allows you to choose where your assets go and who will be in charge, rather than letting the state make the decision.
  • May 25

    Do I Really Need Estate Planning? YES! Stop Avoiding This Important Part of Life

    Do I Really Need Estate Planning? YES! Stop Avoiding This Important Part of Life
    It is easy to avoid doing things that are confusing or hard for us to think about, but that does not make it the right thing to do. With proper advice estate planning does not need to be something you avoid.
  • May 22

    Get These Documents in Order before Dementia Strike

    Get These Documents in Order before Dementia Strike
    Be sure to have all of your estate planning and power of attorney documents completed before a decline in your cognitive functions prevents you from doing them altogether.
Rank this Week: 801

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/
  • May 14

    Showing Proper Respect for Death Certificate

    Showing Proper Respect for Death Certificate
    Gov. Jerry Brown signed into law the “Respect After Death Act.” This law requires persons completing a death certificate to report the deceased person's correct “gender identity.” The law, sponsored by California…
  • May 12

    Understanding Advance Health Care Directives and “Living Wills”

    Understanding Advance Health Care Directives and “Living Wills”
    You often hear the term “living will” used to describe a document outlining a person's wishes in the event they become incapacitated or are otherwise unable to communicate with medical personnel. Actually, a living will is not a…
  • Apr 10

    “Undue Influence” Can Undo Your Estate Planning Intention

    “Undue Influence” Can Undo Your Estate Planning Intention
    Your deathbed is not the right place to make a will or begin the estate planning process. Individuals who are hospitalized or dying are often subject to the undue influence of others. California courts may invalidate a will or other estate…
Rank this Week: 733

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
  • May 13

    Proposed 1031 Exchange Change

    Proposed 1031 Exchange Change
    WealthManagement.com: The Fiscal Year 2016 Budget proposes a modification of like-kind exchange transactions. As in the Fiscal Year 2015 Budget, the Administration proposes to limit the amount of capital gain deferred under Section 1031 of…
  • Apr 1

    Estate Plan Privacy

    Estate Plan Privacy
    Perhaps one of the most overlooked aspects of a revocable "living" trust is the privacy that it can provide. If you're not familiar the concept of  a living trust, it is a legal document often used in estate planning, either in…
  • 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…
Rank this Week: 903

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/
  • Apr 22

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

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

    Ohio Under Fire Over Medicaid Regulation

    Ohio Under Fire Over Medicaid Regulation
    By Attorney Nathan Simpson In a recent opinion in the case Wagner v. McCarthy, a judge from the Federal District Court for Southern Ohio issued a preliminary injunction against the Ohio Department of Medicaid for its interpretation of federal…
  • 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…
Rank this Week: 704

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/
  • Apr 14

    The Implementation of Electronic Filing in the Court

    The Implementation of Electronic Filing in the Court
    In this day of technology, it is no surprise that the court systems are moving to using an Electronic Document Management System (EDMS for short) for parties to file documents with the Court, without even setting foot in the Courthouse. The…
  • Apr 14

    Service by Facebook?

    Service by Facebook?
    A New York judge recently entered an Order allowing a woman to serve her husband divorce papers via Facebook.  In Iowa, generally, a competent adult must accept service or be served in-person in order accomplish proper…
  • 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…
Rank this Week: 737

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/
  • May 28

    Karp Law FIrm a Sponsor of 2015 Prime Time Award

    Karp Law FIrm a Sponsor of 2015 Prime Time Award
    The Karp Law Firm was a sponsor of the 24th annual Prime Time Awards Breakfast held at the Palm Beach Gardens Marriott on May 21. The event was presented by the Area Agency on Aging and honored the work of the many dedicated senior volunteers…
  • May 27

    No elder abuse charges to be filed against Casey Kasem's wife

    No elder abuse charges to be filed against Casey Kasem's wife
    In August 2014 I told you about the battle between Casey Kasem's wife and his adult children from a prior marriage over how and where the ailing radio icon should be cared for. Incapacitated with Lewy body dementia, Kasem passed away in June…
  • May 23

    Documents your 18-year-old need

    Documents your 18-year-old need
    Has your child turned 18? Then he's an adult, says the law - even if he's still on your insurance plan, even if you're paying his tuition, even if he's living in your house and you're doing his laundry. From a legal perspective, your…
Rank this Week: 1031

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/
  • May 28

    Is your ancestor Lizzie Ryan from Westmeath? You could inherit $788,000

    Is your ancestor Lizzie Ryan from Westmeath? You could inherit $788,000
    A woman named Kathleen Hilda Ryan, aged 83, recently died in the UK, leaving an estate of $788,000 USD (about 500,000 UK pounds). Mrs. Ryan's death has caused quite a fuss because she died leaving no will, and no living relatives that anyone…
  • May 28

    Estate Planning: Top 10 Mistake

    Estate Planning: Top 10 Mistake
    One of the most popular seminars that I present is called "10 Things Not to do in Estate Planning". While I'm talking, people in the audience laugh their heads off at the examples I give of people who have made silly mistakes, but…
  • May 22

    BB King estate fight could get pretty ugly

    BB King estate fight could get pretty ugly
    It seems that yet another celebrity estate is headed for court. Apparently even though legendary blues artist B.B. King has only just passed away, his children are already fighting over control of  his estate. The National Post has a story…
Rank this Week: 1185

Idaho Estate Planning

Idaho Estate Planning

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

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

    Idaho Estate Planning - Your Planning Documents Are a Gift to Your Family

    Idaho Estate Planning - Your Planning Documents Are a Gift to Your Family
    Many who have already lost a loved one don't want to deal with all of the details because they're going through their grief process emotionally. However, end of life planning is what the clinical director of an Anchorage area hospice…
  • May 27

    Idaho Estate Planning - Leaving Your Estate to the State of Idaho?

    Idaho Estate Planning - Leaving Your Estate to the State of Idaho?
    In the United States, the law is basically the same with one big exception. If no relative is found the estate does not go to the British Crown, but rather it passes to the state in which the estate property is located.
  • May 26

    Idaho Estate Planning - Don't Forget Your Digital Accounts in Your Estate Plan

    Idaho Estate Planning - Don't Forget Your Digital Accounts in Your Estate Plan
    Since most digital accounts require passwords for access, it is no surprise that these accounts can be almost impossible to open when their owner passes away – especially if they were not included in the owner’s estate plan.
Rank this Week: 1248

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/
  • May 28

    Reconsidering the Venerable QPRT?

    Reconsidering the Venerable QPRT?
    If your estate is presently below $5.43 million as a single person or is presently below $10.86 million as a married couple, then this blog post may not be of interest to you.
  • May 27

    Dates to Remember (When it Comes to Updating Your Estate Plan)

    Dates to Remember (When it Comes to Updating Your Estate Plan)
    Unlike that Kalbsleberwurst in your fridge, your estate plan does not have a "best if used by" date. That noted, however, it is prudent to take out the pile of paper and see if it needs to be "freshened up" a bit from time…
  • May 26

    What? Estate Planning for Me? But I'm not Rich.

    What? Estate Planning for Me? But I'm not Rich.
    Whoa, there. If you think estate planning is just for the rich and famous, then I apologize on behalf of my estate planning attorney brothers and sisters for failing to properly educate the American public on this basic fact of life (and…
Rank this Week: 1143

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • May 27

    The Pee Defense for Virginia Reckless Driving

    The Pee Defense for Virginia Reckless Driving
    Find out if I have ever seen anyone use this defense successfully or not. Contact me about your case and let’s see what defense options you have. © marketing for Andrew Flusche, 2015. | Permalink | No comment | Add to del.icio.us…
  • May 26

    Should You do Driving School Before Court for Virginia Reckless Driving?

    Should You do Driving School Before Court for Virginia Reckless Driving?
    It really does depend upon your prior record, the facts of your case and importantly the local judge who’s going to be hearing your case. Contact me today to see if this is an option for you in your case. © marketing for Andrew…
  • May 21

    Fighting Virginia Radar Based on Odometer

    Fighting Virginia Radar Based on Odometer
    I’ve had people ask me this question and I don’t know where it’s coming from, but it simply is not relevant in Virginia. Let’s take a look at what defense options you DO have. © marketing for Andrew Flusche, 2015.…
Rank this Week: 932

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • May 26

    Real Estate Closings: Negotiating Closing Cost

    Real Estate Closings: Negotiating Closing Cost
    Buying any home or condo in Florida, or any piece of residential real estate, means that the buyer and the seller must go through the “closing process,” which may be the only time, or one of the few times, that they have to go to…
  • May 19

    Inherited Property and Partition: When Your Brother or Sister or Other Heir Won’t Agree to the Sale

    Inherited Property and Partition: When Your Brother or Sister or Other Heir Won’t Agree to the Sale
    In Florida, when a parent passes away owning real estate and they are the only owner or the only surviving owner, the property, whether it is the family home or the family vacation property, becomes part of the deceased parent’s probate…
  • May 12

    Selling the House After a Florida Divorce: When Partition is the Answer

    Selling the House After a Florida Divorce: When Partition is the Answer
    You live in Florida and you just got divorced. The two of you bought a house while you were married, which is usually the most valuable marital asset. The judge finalized your divorce, but ownership and how the home is to be disposed of…
Rank this Week: 966

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • May 26

    Can a contract defeat testamentary intent?

    Can a contract defeat testamentary intent?
    In a word, yes. In a blow to the unwed in the State of Florida, the Fourth District Court of Appeal recently held that an operating agreement entered into by a deceased business owner (the “Decedent”) trumped his stated…
  • May 18

    Tortious Interference with an Expectancy: DeWitt 101

    Tortious Interference with an Expectancy: DeWitt 101
    When is “failure to exhaust probate remedies” properly asserted as an affirmative defense to a tortious interference with an expectancy action?  The answer is almost never.  (Click here for information about the tort…
  • May 8

    Florida Court Determines Wife Unduly Influenced Husband

    Florida Court Determines Wife Unduly Influenced Husband
    Florida law is well established that when a will is challenged on the grounds of undue influence, the influence must amount to over persuasion, duress, force, coercion, or artful or fraudulent contrivances to such an extent that there is a
Rank this Week: 1275

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/
  • May 24

    Fargey v. Fargey

    Fargey v. Fargey
    If you want to ensure that your child or grandchild (or any other beneficiary) will not have control over an inheritance from you until he or she attains a more mature age than nineteen, the age of majority in British Columbia, then it is…
  • May 16

    Re Beck Estate

    Re Beck Estate
    In a previous post, I wrote about the first reported case applying section 58 of the Will, Estates and Succession Act. This section allows the court to give effect to a “record, document, or writing or marking on a will or other…
  • Apr 25

    2015 Federal Budget Contains Changes to Tax Free Savings Accounts and Registered Retirement Income Fund

    2015 Federal Budget Contains Changes to Tax Free Savings Accounts and Registered Retirement Income Fund
    The 2015 Canadian Federal Government’s Budget released on April 21, 2015 does not appear to contain any changes that will have an impact on trusts or estate-planning (perhaps mercifully given the problems created by the 2014 Budget).…
Rank this Week: 1301

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/
  • May 22

    Power of Attorney Not Authorized for Self Dealing

    Power of Attorney Not Authorized for Self Dealing
    A power of attorney is a legal document is a legal document delegating authority from one person to another.  Recently, the Supreme Court of South Dakota provided yet another example of how important the language contained within this…
  • May 19

    2015 Amendments to Florida Probate Code and Florida Trust Code

    2015 Amendments to Florida Probate Code and Florida Trust Code
    The Florida Probate Code and the Florida Trust Code govern the administration of estates and trusts under Florida law.  These codes establish the mechanisms and procedures for the collection and subsequent distribution of assets to the…
  • May 19

    Supreme Court Holds 401(k) Plan Trustees Have Ongoing Duty To Monitor

    Supreme Court Holds 401(k) Plan Trustees Have Ongoing Duty To Monitor
    All too often pension-plan participants (employees and retirees) are left in the dark about the fees and expenses associated with the mutual funds selected for their company’s plan, whether it is a 401(k) savings plan or otherwise.…
Rank this Week: 1164

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
  • May 22

    Who Inherits If The Beneficiary Of My Will Dies Before Me?

    Who Inherits If The Beneficiary Of My Will Dies Before Me?
    Although it’s unpleasant to consider, there is a possibility that those whom you’d like to benefit in your Will may not survive you. For example, you may wish to give all your worldly possessions to your spouse, but he or she may…
  • May 13

    Can A Biological Sibling of an Adopted Child Inherit Under the Texas Intestacy Statute

    Can A Biological Sibling of an Adopted Child Inherit Under the Texas Intestacy Statute
    I recently got a note someone whose biological brother had been given up for adoption while he was a baby. His brother had just died in Texas without a Will. He wondered whether he was entitled to a share of brother’s estate. Section…
  • May 8

    The Top 10 Reasons Why You Need An Estate Plan

    The Top 10 Reasons Why You Need An Estate Plan
    A recent survey found that approximately two-thirds of Americans don’t have a wills, and even fewer have power of attorneys or health care directives. Are you one of them? The survey suggests that the primary reasons why so few have…
Rank this Week: 1203

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • May 21

    Revoking an Old Will or Trust

    Revoking an Old Will or Trust
    When a person executes a subsequent testamentary document, it is prudent to clearly revoke the old document or ensure that the old one is destroyed. This applies to either a trust or will. Although the cases I've seen typically involve a…
  • May 8

    Trustee Accounting & Res Judicata

    Trustee Accounting & Res Judicata
    When an aggrieved party seeks judicial redress, he or she generally has one chance to remedy the issue. In simple terms, a litigant has "one bite at the apple." He or she cannot continuously re-litigate the matter if all the facts have been…
  • Apr 29

    The Harsh Consequences of Intestacy - Estate of Britel

    The Harsh Consequences of Intestacy - Estate of Britel
    Intestacy, the consequence of a person not writing a will, can result in harsh consequences. For example, the decedent might have despised an heir who otherwise inherits from their estate just for the sheer fact that the heir is next of kin.…
Rank this Week: 1024

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • May 14

    Petitioner Alleges Lack of Testamentary Capacity

    Petitioner Alleges Lack of Testamentary Capacity
    A New York Probate Lawyer said the records reveal that in this contested probate proceeding, three motions are before the court. Decedent died and is survived by several brothers and sisters and by an alleged spouse, the objector herein, to…
  • May 13

    Petitioner Seeking Common Law Indemnification in Probate Case

    Petitioner Seeking Common Law Indemnification in Probate Case
    A New York Probate Lawyer said that according to sources, in the instant case, the complainant underwent surgery at a Medical Center, and the deceased served as his anesthesiologist. The anesthesiologist died on October 1, 2002 . On October…
  • May 12

    Court interprets Will Document

    Court interprets Will Document
    A New York Probate Lawyer said that the records reflect that these two cases involves matters of probate which was resolved by the court accordingly. In the first probate proceeding, Paragraph 'Fifth' of testatrix' will reads: 'Enclosed in…
Rank this Week: 1005

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
  • May 14

    The Pragmatic lawyer

    The Pragmatic lawyer
    I have always considered myself to be reasonable or a good sense of rough justice. A quick opinion of how things should end up. People have called me pragmatic many times during my 20 years as a lawyer. I will admit I didn’t know…
  • May 14

    The Pragmatic lawyer

    The Pragmatic lawyer
    I have always considered myself to be reasonable or a good sense of rough justice. A quick opinion of how things should end up. People have called me pragmatic many times during my 20 years as a lawyer. I will admit I didn’t know…
  • Apr 16

    NEW Heggstad Petition Case

    NEW Heggstad Petition Case
    I got notice a couple weeks ago of a new case to help get Heggstad petitions approved. That is, petitions brought under California probate code section 850. The case is: Ukkestad v. RBS Asset Finance Filed  March 16, 2015, Fourth…
Rank this Week: 1136

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/
  • Apr 28

    When does a Will Make Sense?

    When does a Will Make Sense?
    Dear Liza: A friend of mine is considering a living trust.  The only property he has is a coin collection maybe worth around $15,000.  He has an adult daughter who he doesn’t communicate with and does not want her to get…
  • Apr 25

    Who Inherits When There’s No Beneficiary?

    Who Inherits When There’s No Beneficiary?
    Dear Liza: My dad named his mother as his beneficiary, but she passed away in 2004.  My dad died in 2013 but didn’t change his beneficiary. I am my father’s only child and he has no wife, so who gets the money…
  • Mar 4

    Reporting Foreign Gift

    Reporting Foreign Gift
    Dear Liza: Does a person receiving a gift from a sibling in another country have to pay gift tax on that gift in the United States? In the United States, gifts are not considered ordinary income, so you don’t…
Rank this Week: 911

California Legal Blog

California Legal Blog

Covers business, real estate, estate planning, probate, trusts, wills, intellectual property and civil litigation. By Anker Hymes & Schreiber LLP.

http://ankerhymesschreiberllp.com/
  • Mar 24

    Walking Away Equally Unhappy

    Walking Away Equally Unhappy
    Event: ProVisors Panel on Negotiation Venue: Calabasas Country Club Location: Calabasas, Los Angeles, Ca Speaker: Attorney Douglas Schreiber of Anker, Hymes & Schreiber, LLP Transcription: There is something that I constantly heard over…
  • Feb 19

    Business Disputes and Succession Planning

    Business Disputes and Succession Planning
    Event: ProVisors Panel on Negotiation Venue: Calabasas Country Club Location: Calabasas, Los Angeles, Ca Speaker: Attorney Douglas Schreiber of Anker, Hymes & Schreiber, LLP Transcription: I come into the negotiation process typically in…
  • Jan 13

    What To Do in a Heated Negotiation

    What To Do in a Heated Negotiation
    Event: ProVisors Panel on Negotiation Venue: Calabasas Country Club Location: Calabasas, Los Angeles, Ca Speaker: Attorney Douglas Schreiber of Anker, Hymes & Schreiber, LLP Business Attorney Doug Schreiber of Anker, Hymes and Schreiber,…
Rank this Week: 926

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: 1134

Simmons & Schiavo Blog

Simmons & Schiavo Blog

Covers estate planning and real estate law.

http://www.sslawoffices.com/category/all-posts/
  • Dec 16

    Detail oriented, meticulous and down to earth…

    Detail oriented, meticulous and down to earth…
    Simmons & Schiavo, LLP and Marco, specifically, have handled estate planning matters for several of my family members. I cannot say enough positive things about him. He is detail oriented, meticulous and down to earth. He takes the time…
  • Dec 10

    Thinking of retiring abroad? Know the rules first

    Thinking of retiring abroad? Know the rules first
    The idea of retiring on a beach in Central America or in a quaint village in Europe might seem idyllic. But before you think seriously about retiring in another country, be sure you know all the tax and estate planning rules. A lot of people…
  • Dec 3

    One-third of existing home sales are now in cash

    One-third of existing home sales are now in cash
    Some 33% of sales of existing homes (as opposed to brand-new homes) are now cash-only deals, according to a survey by the National Association of Realtors. The number of sales in which the buyer doesn’t take out a mortgage began to…
Rank this Week: 1109

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

Covers Florida estate planning, probate, and construction law issues. By the Law Office of R. Kellen Bryant., P.L.

http://www.eldercarelawjacksonville.com/
Rank this Week: 1148

Colorado Estate Planning

Colorado Estate Planning

Covers Colorado Springs estate planning & administration plus business & tax planning. By Kevin Forbush.

http://www.forbushlegal.com/blogs.php
  • Oct 9

    Just Some Guy

    Just Some Guy
    I had lunch with a financial advisor friend a month or so ago. I arrived at the restaurant my typica
  • Jun 14

    VA Pension Fund Exploited

    VA Pension Fund Exploited
    GAO: Some veterans hide assets to get need-based pension — and some companies prey on vets. See t
  • Jun 13

    Estate Planning Tools for Fluctuating Retirement Source

    Estate Planning Tools for Fluctuating Retirement Source
    Realistic inheritance conversations a “must” with grown children: Given today’s fluctuating r
Rank this Week: 961

Julie's Wills & Estate Planning…

Julie's Wills & Estate Planning Blog

Covers estate planning and probate. By Julie Garber.

http://wills.about.com/
  • May 31

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog

    Julie's Wills & Estate Planning Blog Becomes Common Sense Estate Planning Blog
    Listen up Wills & Estate Planning Blog readers - my blog has moved to a new location with a new name: Common Sense Estate Planning Blog. My About.com blogs aren't going away, they're just being transitioned into articles that will still…
  • May 27

    Why Does it Take So Long to Receive Your Inheritance?

    Why Does it Take So Long to Receive Your Inheritance?
    For certain beneficiaries of an estate or trust (you know who you are), the first question they want answered is when they can expect to receive their inheritance - cash is preferred, but a check will do just fine, thank you. What these…
  • May 21

    Does Your Child Need a Discretionary Lifetime Trust?

    Does Your Child Need a Discretionary Lifetime Trust?
    One of my roles as a former estate planning attorney and current trust officer for a private bank is to insure that my clients' estate plans meet their ever-changing estate planning goals. One question that private bank clients bring up on a…
Rank this Week: 1125

Florida Asset Protection &…

Florida Asset Protection & Estate Planning

Covers asset protection and estate planning. By C. Randolph Coleman.

http://blog.thecolemanlawfirm.net
  • May 28

    New Yorker Magazine Cartoonist Likes Elder Law Attorney

    New Yorker Magazine Cartoonist Likes Elder Law Attorney
    <p style="margin: 0px 0px 10px; padding-bottom: 20px; font-family: 'Source Sans Pro', Arial, sans-serif; font-size: 16px; line-height: 25.600000381469727px; background-color: rgb(255, 255, 255);"> <font…
  • May 16

    Helping Families Deal With the Financial and Emotional Costs of Dementia

    Helping Families Deal With the Financial and Emotional Costs of Dementia
    <div><font face="Arial">As many of you know, May is National Elder Law Month. &nbsp;The National Association of Elder Law Attorneys (NAELA) has declared this month the time for Elder Law attorneys across the…
  • May 15

    Asset Protection Scams - Beware and Be Smart

    Asset Protection Scams - Beware and Be Smart
    <div>I have reprinted the following column by Jay Adkisson, the asset protection columnist for Forbes.com. &nbsp;He is one of the top asset protection commentators in the country and knows the asset protection business as well as…
Rank this Week: 1046

PrivateCounsel Blog

PrivateCounsel Blog

Covers estate planning and asset protection.

http://privatecounsel.com/blog/
  • Nov 27

    The Four Stages of Business Growth

    The Four Stages of Business Growth
    As businesses grow, they go through several distinct stages – from startup through maturity. There are several different models used to describe these states. One of the most popular systems, originally published in the Harvard Business…
  • Nov 7

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning
    Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts…
  • Oct 20

    The Truth About Personal Risk Management, Part 1: Insurance

    The Truth About Personal Risk Management, Part 1: Insurance
    Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don’t like paying insurance premiums, but when…
Rank this Week: 1241

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • May 28

    Getting Remarried? Do Not Forget to Update Your Estate Planning Document

    Getting Remarried? Do Not Forget to Update Your Estate Planning Document
    In the United States, about 40 to 50 percent of marriages end up in divorce. It is, therefore, no secret that many people are entering second marriages. As a result, people need to be aware of the estate planning consequences associated with…
  • May 15

    CREATING A VALID WILL IN FLORIDA

    CREATING A VALID WILL IN FLORIDA
    Florida law on the execution of wills makes it clear that not all wills are created equal. One of the most important things to know when drafting your will is the law governing the validity of that document. In Florida, if a will does not…
  • May 5

    STEPCHILDREN & INHERITANCE RIGHTS

    STEPCHILDREN &amp; INHERITANCE RIGHTS
    The number of blended families in America is increasing and with it, so is the need for competent estate planning. As the modern blended family replaces the “traditional” family, tension arises from traditional intestacy laws.…
Rank this Week: 1384

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • May 28

    Legal Lack of Capacity vs. Eccentricity: What’s the difference in California?

    Legal Lack of Capacity vs. Eccentricity: What’s the difference in California?
    Let’s pretend you have a crazy uncle that only wears pajamas even when going to places outside his home.  He often goes to his neighbors’ houses and offers to buy all of their furniture even though he the furniture is not for…
  • May 21

    Just the Fees Please: How Much Should Your California Trustee Charge?

    Just the Fees Please: How Much Should Your California Trustee Charge?
    Most Trusts allow Trustees to pay themselves “reasonable” fees for the work they do, but what is reasonable?  That depends on the type of Trustee you have.  In this video, Keith Davidson discusses some of the issues…
  • May 14

    Top 5 Must Know Facts for your California Undue Influence Case

    Top 5 Must Know Facts for your California Undue Influence Case
    If you have an undue influence claim, here are the top five things you must consider in bringing your claim in court: 1.  It’s a Two-Headed Monster Starting January 1, 2014, the definition of undue influence was unified under…
Rank this Week: 2068