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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

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

    Sacramento County Reports a Surge of Elder Financial Abuse

    Sacramento County Reports a Surge of Elder Financial Abuse
    Reports of elder financial abuse in Sacramento County surged to 72% as the public gained awareness of this type of crime and the baby boomer population increased. Technology has made it easier to take advantage of victims with declining…
  • Jun 27

    Article on the Interface Between Marijuana and Estate Planning

    Article on the Interface Between Marijuana and Estate Planning
    Gerry W. Beyer & Brooke Dacus recently published an Article entitled, Puff, the Magic Dragon, and the Estate Planner, 3 Tex. A&M U.J. Prop. L. 1 (2016). Provided below is an abstract of the Article: With the legalization of medical...
  • Jun 27

    Judge Rules No Media Allowed in Prince's Upcoming Probate Hearing

    Judge Rules No Media Allowed in Prince's Upcoming Probate Hearing
    The judge overseeing Prince’s estate case will not allow media company attorneys to intervene in the upcoming hearing. He denied the media’s request for the Monday probate hearing to determine inheritance rights but left open the…
Rank this Week: 75

New Jersey Lawyers Blog

New Jersey Lawyers Blog

Covers New Jersey business, labor and employment, estate planning and consumer law. By McLaughlin & Nardi, LLC.

http://www.newjerseylawyersblog.com/
  • Jun 6

    Proving Disabilities in Cases Under New Jersey’s Law Against Discrimination

    Proving Disabilities in Cases Under New Jersey’s Law Against Discrimination
    New Jersey employment law has long protected employees against discrimination in employment. New Jersey was one of the first states to do so, passing the Law Against Discrimination in 1947.  One of the things that New Jersey’s Law…
  • Jun 6

    Corporate Business Taxe

    Corporate Business Taxe
    The Corporation Business Tax (“CBT”) is a New Jersey State tax imposed on corporations for the privilege of doing business in the State.   Nearly every state has instituted a similar type of tax on businesses,…
  • May 9

    Proving Disabilities in Cases Under New Jersey’s Law Against Discrimination

    Proving Disabilities in Cases Under New Jersey’s Law Against Discrimination
    New Jersey employment law has long protected against discrimination in employment, and was one of the first states to do so, passing the Law Against Discrimination in 1947.  One of the things that New Jersey’s Law Against…
Rank this Week: 98

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Executors Should Beware Of Serious Pitfall

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

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

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

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 122

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: 148

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/
  • Jun 21

    Battles Coming For Muhammad Ali Estatee

    Battles Coming For Muhammad Ali Estatee
    Muhammad Ali was never one to shy away from battles. From heavyweight champions in the boxing ring, to the United States Government, and to the ravaging effects of Parkinson's disease, Ali continued to fight. Now there are growing fears that…
  • May 16

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake
    Prince died without a will. So did Tupac Shakur, Bob Marley, and many other legendary musicians. Snoop Dogg doesn't even want a will. The question is: Why? It seems like such a basic concept; everyone needs a will. Otherwise the laws of the…
  • May 3

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing
    Despite the probate process having just begun for Prince's Estate, one thing is clear -- it will be a long and rocky road for everyone involved. While no one can dispute the artistic and creative greatness of the artist whose real name was…
Rank this Week: 195

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
Rank this Week: 249

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

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

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

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

    When Your Neighbor’s Drone Pays an Unwelcome Visit

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

    Myth of a Cop Killing Epidemic

    Myth of a Cop Killing Epidemic
    New York Post:  “And each incident is breathlessly reported by a media determined to show that America remains deeply, irredeemably racist.  Problem is, it’s simply not true.  Last week, The Washington Post…
Rank this Week: 223

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: 258

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

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

    Successfully Passing the Family Business to Children

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

    The Importance of Reviewing Beneficiary Designation

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

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 240

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/
  • Jun 20

    Getting the Right Power of Attorney

    Getting the Right Power of Attorney
    We never know what life has in store for us. We are always at risk of becoming temporarily or permanently incapacitated due to accident, illness, or aging. A power of attorney allows you (the “principal”) to give someone else (your…
  • Jun 7

    Something Beautiful…..

    Something Beautiful…..
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  • May 22

    A Shameful Problem: Elder Financial Abuse

    A Shameful Problem: Elder Financial Abuse
    A new report suggests that financial abuse of older adults is much more prevalent than previous thought. The statistics we have been using on financial fraud and exploitation of the elderly may be way low. If you are over 65 you probably…
Rank this Week: 369

Wisconsin Estate Planning

Wisconsin Estate Planning

Covers Wisconsin estate planning, elder law, probate and trust administration, real estate law, business organization, and individual income tax preparation. By Tesar Law Group, S.C.

http://blog.tesarlaw.com/
Rank this Week: 324

Florida Probate Litigation

Florida Probate Litigation

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

http://www.flprobatelitigation.com/
  • Jun 14

    The 35th Annual Attorney Trust Officer Liaison Conference

    The 35th Annual Attorney Trust Officer Liaison Conference
    I’m going to be one of the speakers at next week’s 35th Annual Attorney Trust Officer Liaison Conference. The organizers have put together a great program. If you’re able to attend, you should. It’ll be time well…
  • Jun 6

    4th DCA says no to criminalizing inheritance litigation; reverses 7-year prison sentence

    4th DCA says no to criminalizing inheritance litigation; reverses 7-year prison sentence
    Franke v. State, — So.3d —-, 2016 WL 358614 (Fla. 4th DCA January 27, 2016)  As lawyers, one of our jobs is anticipating the “worst case scenario” and counseling our clients appropriately. For trusts and estates…
  • May 31

    How to litigate deed-to-trust cases in Florida

    How to litigate deed-to-trust cases in Florida
    Just because a deed says property’s being transferred to a “trustee” doesn’t make it so. If the deed doesn’t comply with F.S. 689.07′s disclosure requirements, the named trustee is deemed to own the…
Rank this Week: 374

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Jun 6

    Beware of Virginia Ignition Interlock Change

    Beware of Virginia Ignition Interlock Change
    If you have ignition interlock in Virginia you need to be aware of changes that are coming your way effective July 1st. What’s most surprising about these changes, in my opinion, is that they were not passed by the legislature.…
  • Jun 1

    Survey: 1 in 11 Virginians have received a reckless driving ticket

    Survey: 1 in 11 Virginians have received a reckless driving ticket
    In Virginia, any speed over 80 miles per hour is considered reckless driving. Any speed 20 miles per hour or more over the speed limit is also reckless driving. Reckless driving tickets are more common in Virginia than any other state, as…
  • May 17

    Court Payment Plans – Driving While Poor

    Court Payment Plans – Driving While Poor
    The Virginia Supreme Court is expected to issue new rules about defendants getting onto payment plans for past due fines and costs, according to this article. Currently it can be a daunting and sometimes impossible task for lower income…
Rank this Week: 310

Givner & Kaye Blog

Givner & Kaye Blog

Covers estate and tax planning.

http://www.givnerkaye.com/blog/
  • Jul 13

    Two Swiss Banks Disclose Accounts to Avoid Prosecution

    Two Swiss Banks Disclose Accounts to Avoid Prosecution
    On June 19, two Swiss banks agreed to pay penalties totaling nearly $6 million in order to avoid prosecution under the Department of Justice’s program which requires Swiss firms to disclose how they helped their American clients avoid…
  • Jul 7

    Mexican National Files Third Complaint for Vegas Slot Winnings Tax Refund

    Mexican National Files Third Complaint for Vegas Slot Winnings Tax Refund
    On June 19, Enrique Free Pacheco filed his third complaint for a refund of taxes withheld from the winnings he earned by playing the slots in Las Vegas. This complaint is Pacheco’s third, following lawsuits filed in the US Court of…
  • Jun 18

    Japan to Institute “Exit Tax” Along US, Canadian Line

    Japan to Institute “Exit Tax” Along US, Canadian Line
    Starting July 1 of this year, Japan will impose an “Exit Tax” on both Japanese nationals and non-nationals who expatriate. The tax is based on those instituted by both the US and Canada. The US system, which is itself modelled on…
Rank this Week: 329

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: 357

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/
  • Jun 27

    Estate Planning, Charitable Pledges, and Community Property

    Estate Planning, Charitable Pledges, and Community Property
    Many people pledge money to charity as part of their estate planning. In California, charitable pledges are generally not enforceable in court unless the donor receives some consideration, thereby creating a binding contract. For example, if…
  • Jun 26

    Should My Estate Plan Be Digital?

    Should My Estate Plan Be Digital?
    For many of us the “paperless office” is a reality. Our personal and professional lives reside online through our laptops, smart phones, and cloud storage. But what does this mean for our estate planning? Recently, an article on…
  • Jun 25

    What Happens if the Beneficiaries Named in My Will Die Before I Do?

    What Happens if the Beneficiaries Named in My Will Die Before I Do?
    When making a last will and testament, you may assume that the beneficiaries you name will outlive you. Of course, that is not always the case. So what happens, for example, if you leave your brother $10,000 in your will and he dies before…
Rank this Week: 554

Bingham Greenebaum Doll Blog

Bingham Greenebaum Doll Blog

Covers Indiana law.

http://www.bgdlegal.com/blog/
Rank this Week: 398

NFA Gun Trust Lawyer Blog

NFA Gun Trust Lawyer Blog

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

http://www.guntrustlawyer.com/
  • May 27

    41F & Gun Trust Memorial Day Special

    41F &amp; Gun Trust Memorial Day Special
    For those of you who have been thinking about starting your Gun Trust before 41F goes into effect we have put together a very special offer with the Gun Trust Lawyer® to offer a Memorial Day special on the Base, Advanced, and Professional…
  • Apr 4

    Building an SBR in Washington State

    Building an SBR in Washington State
    Building an SBR in Washington State The Governor of Washington has signed a bill which clarifies that it is both legal to buy an SBR and build an SBR.  Senate bill 6165 was created to address the uncertainty as to whether it was legal to…
  • Mar 31

    Iowa Gun Trust and Suppressor

    Iowa Gun Trust and Suppressor
    An Iowa Gun Trust has many benefits including multiple authorized users, contact us to receive information on the many benefits of owning suppressors with an Iowa Gun Trust or Multi Generational Asset Protection Gun Trust.  Gun Trusts…
Rank this Week: 547

Tennessee Attorneys Blog

Tennessee Attorneys Blog

Covers family and injury law, estate planning and medical malpractice. By Martin Heller Potempa & Sheppard, PLLC.

http://www.tennesseeattorneysblog.com/
  • May 25

    Tennessee Court of Appeals Rules Trustee May Sell Property in Testamentary Trust

    Tennessee Court of Appeals Rules Trustee May Sell Property in Testamentary Trust
    In a current opinion, the Court of Appeals of Tennessee reviewed an estate case involving the distribution of assets in a testamentary trust. In the matter of In re Estate of Culp (Tenn. Ct. App. May 12, 2016), the decedent’s will…
  • May 18

    Tennessee Court Vacates Permanent Order of Protection in Divorce Case

    Tennessee Court Vacates Permanent Order of Protection in Divorce Case
    In a recent divorce case, the Tennessee Court of Appeals reviewed whether a trial court had the authority to enter a permanent, open-ended order of protection in the parties’ divorce decree. In Swonger v. Swonger (Tenn. Ct. App. Apr.…
  • May 9

    Tennessee Court Discusses Concept of Reasonable Foreseeability in Premises Liability Case

    Tennessee Court Discusses Concept of Reasonable Foreseeability in Premises Liability Case
    In a recent case, the Court of Appeals of Tennessee examined whether or not a plaintiff’s injuries were reasonably foreseeable in order to establish premises liability in a wrongful death claim. In Singletary v. Gatlinburlier, Inc.…
Rank this Week: 531

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 20

    Florida Probate Creditor Claims For Child Support Arrearage

    Florida Probate Creditor Claims For Child Support Arrearage
    Can an adult child bring a claim against a deceased parent’s estate for unpaid child support owed pursuant to a marital support agreement if the living parent has filed a claim? In Davis v. Hengen, the Florida appellate court provided…
  • Apr 21

    Review of Attorney Jeffrey Skatoff

    Review of Attorney Jeffrey Skatoff
    A recent review of attorney Jeffrey Skatoff from a client. Jeff Skatoff and Susan Wear and Staff: Sincerest thanks for a superb defense of our position.  It was a pleasure dealing with you both.  If you ever need a…
  • Mar 18

    Review of Jordan Hammer

    Review of Jordan Hammer
    From a satisfied client: To the team at Clark Skatoff: My wife and I not only want to thank you for accepting our case but also for allowing Jordan Hammer to represent us.
Rank this Week: 563

John R. Vermillion & Associates,…

John R. Vermillion & Associates, LLC Blog

Covers elder law and estate planning.

http://www.vermillionlawfirm.com/blog/
  • Feb 20

    Does My Spouse Get Everything If I Die Without a Will?

    Does My Spouse Get Everything If I Die Without a Will?
    There are people who fail to act from an estate planning perspective because they harbor certain misconceptions. If you are under the impression that the government will take care of everything in the ideal manner if you pass away without a…
  • Feb 15

    Will My Executor Be Required to File an Estate Tax Return?

    Will My Executor Be Required to File an Estate Tax Return?
    If you utilize a last will as your asset transfer vehicle, the person who would handle the estate administration tasks after you are gone is called the executor or personal representative. When you create the will, you can nominate the person…
  • Feb 12

    Incapacity Planning FAQ: What Is the Correct Power of Attorney?

    Incapacity Planning FAQ: What Is the Correct Power of Attorney?
    A comprehensive, properly constructed estate plan will account for end-of-life issues. While incapacity planning can seem like something that happens to a limited number of people, when you examine the facts, see that a very significant…
Rank this Week: 492

Toronto Estate Law Blog

Toronto Estate Law Blog

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

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

    Lord Lucan: Declared Dead (Twice) and Still Missing

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

    Alzheimer Awareness Month: #StillHere

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

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

    Hull on Estates #452 – Responsibility for Joint Debts Upon Death
    This week on Hull on Estates, David Morgan Smith and Noah Weisberg discuss the responsibility for joint debt upon death of one of the debtors. Should you have any questions, please email us at webmaster@hullandhull.com or leave a comment on…
Rank this Week: 402

Minko Law Office Blog

Minko Law Office Blog

Covers estate planning and elder law.

http://www.minkolaw.com/blog/
  • Dec 30

    Your Estate Plan and Digital Assets in the New Year

    Your Estate Plan and Digital Assets in the New Year
    If during the holiday season you received a new cell phone, tablet computer, laptop, or any other digital device, you may want to take some time to review your digital asset estate planning efforts. As technology continues to be more easily…
  • Dec 28

    Be Cautious About DIY Estate Planning

    Be Cautious About DIY Estate Planning
    As we approach the New Year, some people who have yet to begin the estate planning process might consider turning to DIY estate planning tools to create. While there is nothing wrong with wanting to create a DIY estate plan, you save money,…
  • Dec 25

    Essential Estate Planning Knowledge – What is a Trustee?

    Essential Estate Planning Knowledge – What is a Trustee?
    In our last blog post in our ongoing series on the essential estate planning knowledge, we looked at trusts, but didn’t ask a lot of questions about trustees. This week we’re going to focus on trustees to better understand who…
Rank this Week: 612

Cooper Elder Law

Cooper Elder Law

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

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

    Cooper, Adel & Associates Names Daniel H. Vu Partner

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

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

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

    Ohio Under Fire Over Medicaid Regulation

    Ohio Under Fire Over Medicaid Regulation
    By Attorney Nathan Simpson In a recent opinion in the case Wagner v. McCarthy, a judge from the Federal District Court for Southern Ohio issued a preliminary injunction against the Ohio Department of Medicaid for its interpretation of federal…
Rank this Week: 470

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: 619

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: 476

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

http://texaslawyer.blogspot.com/
  • Nov 21

    The End of the Blog

    The End of the Blog
    This is the last post for the Texas Estate Planning and Probate Law blog. I did my best to try and keep it up, but just found it too difficult to update on a regular basis. In addition, I am leaving the practice of law as of the end of…
  • Nov 1

    Unlimited Charitable Gifts Through the End of 2005

    Unlimited Charitable Gifts Through the End of 2005
    The Hurricane Katrina Emergency Tax Relief Act (KETRA) allows unlimited gifts to charity up to a donor's total income until the end of 2005. This provision also permits unlimited IRA withdrawals and gifts to charity. Under Sec. 301(b)(1)(A),…
  • Oct 2

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 519

CEB blog

CEB blog

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

http://blog.ceb.com
  • Jun 27

    Dead Man Talking

    Dead Man Talking
    When there’s a suit involving someone’s estate, can you get into evidence a hearsay statement by the person who has died? If the statement falls under this exception to the hearsay rule, the dead person may have his or her say in…
  • Jun 24

    To Demur or Not to Demur?

    To Demur or Not to Demur?
    A demurrer can be an excellent tool to challenge the legal sufficiency of allegations in an opponent’s pleadings. In deciding whether to demur to a complaint, defense counsel should consider not only whether a demurrable defect appears…
  • Jun 22

    What to Tell Your Client When the Court Date’s Set

    What to Tell Your Client When the Court Date’s Set
    When a date is set for trial or a hearing at which your client needs to appear, don’t just pick up the phone—write your client a letter. This letter has two purposes: it informs your client of the date and it requests that he or…
Rank this Week: 658

California Probate and Estate…

California Probate and Estate Planning Blog

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

http://www.californiaprobate.info/blog
  • Jun 27

    CONSOLIDATE YOUR ASSETS INTO YOUR TRUST

    CONSOLIDATE YOUR ASSETS INTO YOUR TRUST
    As you likely know, in the email world, to use ALL CAPS means that you are “yelling.”  Or, should I say, “YELLING!?”  So the title to this post could be construed as my YELLING and I am ok with that. For the…
  • Apr 1

    Lessons from mom on estate planning

    Lessons from mom on estate planning
    It’s only been three weeks, to the day, since my mom died and I have a few thoughts on what I have learned in regard to her estate planning matters. Some things done right and things not done right. VICTORY: My mom named me as…
  • Mar 29

    Losing a loved one

    Losing a loved one
    We have all lost a loved one… or will eventually lose a loved one. Losing a loved one is hard there is no question. It is a sad reality of life though.  I lost my dad when I was 14. I remember it well of course.  My mom was a…
Rank this Week: 1154

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Petitioner Brings Case for Full and Final Settlement of Account

    Petitioner Brings Case for Full and Final Settlement of Account
    A New York Probate Lawyer said that this is a proceeding brought before the Surrogate’s Court, Kings County for judicial settlement of the first and final account of proceedings of the CM Bank, National Association, as trustee under…
  • Jun 26

    Petitioner Brings Will Construction Case to Court

    Petitioner Brings Will Construction Case to Court
    A Kings County Will Contest Lawyer said that, the two subscribing witnesses testified to the due execution of decedent’s holographic will and to her testamentary capacity at the time of the execution; that the last page of the…
  • Jun 25

    Contestant Made Application for Order Vacating Demand for Bill of Particular

    Contestant Made Application for Order Vacating Demand for Bill of Particular
    A New York Estate Lawyer said that, the contestant has made application to the Court for an order vacating and setting aside the proponent’s demand for a bill of particulars, or in the alternative, modifying said demand, and for such…
Rank this Week: 692

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

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

    To Cloud or Not To Cloud?

    To Cloud or Not To Cloud?
    As cloud computing proves that it’s here to stay, every user and non-user seems to have an opinion on whether it’s a benefit or a way of making your company’s valuable assets even more vulnerable to hackers. I’m not…
  • Jun 24

    Are You Ready for the Department of Labor’s New Overtime Rules?

    Are You Ready for the Department of Labor’s New Overtime Rules?
    Last month, the Department of Labor passed new Overtime Rules that could have a far-reaching and major impact on American businesses, including law firms. But what does this really mean for employers, and what do you need to consider to…
  • Jun 22

    4 Planning Mistakes with IRAs and Retirement Plan

    4 Planning Mistakes with IRAs and Retirement Plan
    Depending on the age of the client, IRAs (and retirement plans such as 401(k)s) are often their largest asset. Yet, many times, these assets slip through the cracks and their value is not maximized. Here are some common mistakes: Not updating…
Rank this Week: 988

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/
  • Jun 25

    Surprise Fees? Not if You Read the Contract

    Surprise Fees? Not if You Read the Contract
    A local Kansas City television station recently ran a story about a consumer’s complaint that his preneed contract did not cover “surprise fees”.   The consumer had purchased the preneed contract from a Kansas City…
  • Jun 21

    Missouri’s June 30th Rules Committee Meeting: Time to Take the Lead

    Missouri’s June 30th Rules Committee Meeting: Time to Take the Lead
    In our January 3rd Post, we described the process (or lack of process) between the State Board of Embalmers and Funeral Directors and the Division staff for establishing the examination procedures that would be applied to preneed sellers for…
  • Jun 12

    Installment Payments and Preneed: At the cost of the seller

    Installment Payments and Preneed: At the cost of the seller
    A preneed client recently complained about preneed shortfalls they were experiencing on trust funded contracts.  We went back to our 2014 blog post (The Factors Contributing to Preneed Shortfalls: Investment Return and Operator’s…
Rank this Week: 886

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/
  • Jun 25

    Cohabiting Seniors: Protect Your Right

    Cohabiting Seniors: Protect Your Right
    More and more seniors are living together without getting married. According to U.S. Census date, the number of cohabitating seniors nearly doubled between 1989 and 2000. For some seniors, marriage is not financially worth it or they do not…
  • Jun 18

    IRA Master Reaches 70 1/2

    IRA Master Reaches 70 1/2
    Natalie Choate, widely recognized as the authority on IRAs and estate planning, turns 70 1/2 this year. This age is key as it is the time when required IRA payouts begin. At 70 1/2, each year owners typically must withdraw a percentage of…
  • Jun 11

    Top Ten Reasons to Create an Estate Plan

    Top Ten Reasons to Create an Estate Plan
     LOSS OF CAPACITY. What if you become incompetent and unable to manage your own affairs? Without a plan, the court will select the person who manages your affairs. With a plan, you pick that person through a power of attorney. MINOR…
Rank this Week: 1000

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

http://www.potterestateplanning.com/blog/
  • Jun 24

    Bad News for Social Security Recipient

    Bad News for Social Security Recipient
    Misconceptions abound when it comes to retirement programs for senior citizens. Before you look into the subject, you may believe that a comfortable retirement is waiting for you. Medicare will cover all health needs and income from…
  • Jun 22

    Legacy Planning: Things Money Can’t Buy

    Legacy Planning: Things Money Can’t Buy
    Legacy planning is a form of estate planning that can mean more than money on a number of different levels. Obviously, we all need financial resources, and you make sure that your loved ones receive their inheritances in the ideal manner when…
  • Jun 20

    Wills and Trusts: Understand the Difference

    Wills and Trusts: Understand the Difference
    There are people who make assumptions about estate planning documents. One of them is the notion that wills and trusts are pretty much the same thing. The idea is that a trust is just a fancy will that costs more money to create, but there is…
Rank this Week: 626

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • Jun 23

    What Is a Stretch IRA?

    What Is a Stretch IRA?
    This is an article from the Northern California Center for Estate Planning & Elder Law (http://www.norcalplanners.com/) in Sacramento, California, that we thought others may find helpful. Estate planning attorneys often help people who…
  • Jun 16

    Some Commonly Asked Estate Planning Question

    Some Commonly Asked Estate Planning Question
    This is an article from the Vermillion Law Firm, LLC (http://www.vermillionlawfirm.com/) in Dallas, Texas, that we thought others may find helpful. The estate planning process is something that everyone should do, but it’s also…
  • Jun 9

    What You Need to Talk to Your Aging Parents About Right Now

    What You Need to Talk to Your Aging Parents About Right Now
    This is an article from the Law Offices of Cheryl David (http://www.cheryldavid.com/) in Greensboro, North Carolina, that we thought others may find helpful. None of us are getting any younger, and for children of elderly parents there are…
Rank this Week: 662

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
Rank this Week: 1208

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jun 22

    Reasons to Revoke a Will

    Reasons to Revoke a Will
    As you likely know, it’s important to have a valid will in the event that something happens to you. This allows your loved ones to receive assets that you choose when you pass away, and in conjunction with other estate planning…
  • Jun 15

    Estate Planning Matters for All Age

    Estate Planning Matters for All Age
    There’s a tendency to think that estate planning in Massachusetts is only for someone at or near retirement age. This is based on the premise that estate planning is only for outlining what happens to your belongings after you pass…
  • Jun 8

    Hitting the Road for Summer Travel? Make Sure You Accomplish These Estate Planning Steps Before You Go

    Hitting the Road for Summer Travel? Make Sure You Accomplish These Estate Planning Steps Before You Go
    Whether you’re heading off to the beach or hitting the mountains to enjoy some time with your family, you might feel like estate planning is nowhere on your priority list. It’s difficult to think about your own morbidity, but…
Rank this Week: 1193

Western New York Elder Law Blog

Western New York Elder Law Blog

Covers New York estate planning, probate, elder law and health care issues. By Dutcher & Zatkowsky.

http://www.dutcher-zatkowsky.com
  • Jun 22

    Estate Planning Mistakes By Celebritie

    Estate Planning Mistakes By Celebritie
    Celebrities continue to make huge mistakes where estate planning is concerned. A story on insurancenewsnet.com examines a number of cases where celebrities failed to do the right thing where estate planning was concerned. Among the…
  • Jun 15

    Working Daughters Face Special Crisi

    Working Daughters Face Special Crisi
    Working moms have it rough, but there are resources available to them to navigate the choppy seas. An article in The Atlantic says working daughters have few such resources. There are 44 million unpaid eldercare providers in the United…
  • Jun 1

    Life Changes That Signal It Is Time to Get a Will

    Life Changes That Signal It Is Time to Get a Will
    Life can change dramatically in a flash. So you’ve got to be ready. A story on doughroller.net says being prepared for life’s changes includes the estate planning process. It means planning for your death or for incapacity. Estate…
Rank this Week: 1050

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Jun 21

    The Buck Stops…Where? California Trustees duty NOT to delegate

    The Buck Stops…Where? California Trustees duty NOT to delegate
    Funny thing about Trustees, they are expected to seek help, just not too much help.  Generally, Trustees are not allowed to delegate their duties (see Probate Code section 16012).  The rules state that anything the Trustee can…
  • Jun 7

    Duty to Defend: A California Trustee must defend the Trust

    Duty to Defend: A California Trustee must defend the Trust
    As Trustee, you have a duty to defend the Trust in actions and lawsuits filed against it. This duty is the flip side of a Trustee’s duty to enforce claims, where a Trustee must sue to enforce a debt owed to the Trust. The duty to defend…
  • May 24

    When You Must Sue: Trustees’ Duty to Enforce Claim

    When You Must Sue: Trustees’ Duty to Enforce Claim
    You have no duty to sue, it’s true. If someone owes you money and you don’t want to go to the trouble of collecting it, or suing for it, you have the right to just let it go by the wayside. It ‘s your money and you have the…
Rank this Week: 1212

Wills and Estate Administration…

Wills and Estate Administration Articles

Covers probate, elder law and litigation topics. By Kenneth Vercammen.

http://njwills.blogspot.com/
Rank this Week: 964

Rogers, Sheffield & Campbell, LLP…

Rogers, Sheffield & Campbell, LLP News & Commentary

Covers estate planning, tax law, and real estate law.

http://rogerssheffield.com/news-and-commentary
  • Jun 21

    Should You Amend Your Family Trust to Eliminate the “Bypass” Trust?

    Should You Amend Your Family Trust to Eliminate the “Bypass” Trust?
    Recent changes in federal tax law suggest that we might benefit from rethinking how we set up many estate plans. We now have a generous $5,340,000 per person estate tax exclusion, which is adjusted by the cost of living. That means in 2015,…
  • Jun 10

    Travis Logue Selected As Trustee For The Santa Barbara Club Preservation Foundation

    Travis Logue Selected As Trustee For The Santa Barbara Club Preservation Foundation
    Travis C. Logue was recently selected to serve as Trustee of the Santa Barbara Club Preservation Foundation, a nonprofit public benefit corporation engaged in charitable and educational activities.
  • May 24

    Foundations—The Smart Way to Give

    Foundations—The Smart Way to Give
    Our community has a long tradition of charitable giving. We are so well known for our charitable tradition that we have been the subject of numerous regional and national articles on that topic. One of our many resources are charitable…
Rank this Week: 987

epilawg

epilawg

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

http://epilawg.com/
  • Jun 20

    PROBATE CODE UPDATES

    PROBATE CODE UPDATES
    Starting August 1, 2016, the amounts available under the Minnesota Probate Code (Minn. Stat. Ch. 524) for a number of issues will be adjusted for the first time in more than 25 years. These issues […]
  • Jun 3

    MN Animal Lovers – Rejoice!

    MN Animal Lovers – Rejoice!
    Until recently, Minnesota was one of the few remaining states that did not allow for a trust to be created for the benefit of animal. However, this past legislative session H.F. No. 1372 was signed […]
  • May 4

    Prince Leaves a Complex, Unplanned Estate

    Prince Leaves a Complex, Unplanned Estate
    Unfortunately, too many recent newsletters have focused on the death of musical legends. This month left us with another untimely death. Prince, whose legal name was Prince Rogers Nelson, died on April 21st at his […]
Rank this Week: 743

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: 965

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/
  • Jun 19

    Medicare observation status notices, set to begin August 7, causing concern

    Medicare observation status notices, set to begin August 7, causing concern
    Hospital patients on observation status are considered too sick to go home, but not sick enough to be formally admitted. Beginning August 7, Medicare beneficiaries in the hospital on observation status must be notified of that status within…
  • Jun 16

    Higher standard for advice on tax-advantaged retirement account

    Higher standard for advice on tax-advantaged retirement account
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
  • Jun 15

    Named to Florida Super Lawyers list again!

    Named to Florida Super Lawyers list again!
    I am delighted to announce my ten-year anniversary! Well, sort of. This is the 10th year that I have been named to Thomson Reuter's list of Florida Super Lawyers. The honor is given to outstanding attorneys who have achieved a high level of…
Rank this Week: 1115

Rule of Law

Rule of Law

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

http://rulelaw.blogspot.com/
  • Jun 19

    New Requirement that Bare Trusts be Disclosed on Property Transfer Tax Return

    New Requirement that Bare Trusts be Disclosed on Property Transfer Tax Return
    The Government of British Columbia has amended the Property Transfer Tax Return to require more information on the purchase of land, effective June 10, 2016. The requirement that a purchaser who is not a Canadian citizen or permanent resident…
  • Jun 11

    Wong v. Chong Estate

    Wong v. Chong Estate
    The law with respect to joint tenancy in British Columbia is nuanced. The basic idea is that if property is held in a joint tenancy between two people, on the death of one, the title passes to the survivor. But if one of the joint tenants…
  • May 30

    Sabey Rule LLP Announces Association with Ken M. Kramer Q.C. and KMK Law Corporation.

    Sabey Rule LLP Announces Association with Ken M. Kramer Q.C. and KMK Law Corporation.
    I am pleased to announce the association of Ken M.  Kramer Q.C.  and his firm KMK Law Corporation with our law firm, Sabey Rule LLP.  Ken is a senior lawyer and founder and principal of KMK Law Corporation, a boutique law firm…
Rank this Week: 982