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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/
Rank this Week: 65

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: 89

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 30

    Article on Important Features of Your Farm Succession Plan

    Article on Important Features of Your Farm Succession Plan
    Paul Goeringer recently published an Article entitled, Property Ownership and Transferring Are Important Features of Your Farm Succession Plan, (2016). Provided below is an abstract of the Article: How property is owned can impact your farm…
  • Jul 29

    Article on Appropriate Scope of Contractibility with Fiduciary Loyalty

    Article on Appropriate Scope of Contractibility with Fiduciary Loyalty
    Amir N. Licht recently published an Article entitled, Motivation, Information, Negotiation: Why Fiduciary Accountability Cannot Be Negotiable, D. Gordon Smith & Andrew S. Gold, eds., Research Handbook on Fiduciary Law (Forthcoming).…
  • Jul 29

    Transfer of Foreign Money to the U.S.

    Transfer of Foreign Money to the U.S.
    What do you do if you are a wealthy multinational planning for part of your estate to go to the United States? One idea is to create a foreign grantor trust that receives tax benefits for the grantee. The trust...
Rank this Week: 130

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: 115

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: 163

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Jul 22

    How are Preliminary Breath Tests Calibrated for Accuracy?

    How are Preliminary Breath Tests Calibrated for Accuracy?
    If you’re on trial for DUI in Virginia, you should know how the preliminary breath test (PBT) must be checked for accuracy and calibrated. If that device can’t be proven to be in proper working order, it shouldn’t be allowed…
  • Jul 18

    Driving on Suspended License Secret: The Officer Must Have a Reason to Pull You Over

    Driving on Suspended License Secret: The Officer Must Have a Reason to Pull You Over
    Video – click to watch instead of reading. Did you know that it’s possible to beat a driving on suspended offense if the officer did not have a good reason to pull you over? This defense applies to many traffic related violations,…
  • Jul 14

    [VIDEO] Should You Prepay Your Virginia Reckless Driving Ticket?

    [VIDEO] Should You Prepay Your Virginia Reckless Driving Ticket?
    If you’re facing reckless driving right now, you need to contact me so you can learn more about reckless driving defenses, learn more about what your situation with the law really means, and then make an educated, informed decision…
Rank this Week: 184

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/
  • Jul 29

    Discovering Additional Assets After Estate Taxes Have Been Filed

    Discovering Additional Assets After Estate Taxes Have Been Filed
    The executor of an estate must prepare and file the necessary returns. In doing this, he or she has to collect, value and report all of the assets of the estate.
  • Jul 27

    Protect Your Business with Estate Planning

    Protect Your Business with Estate Planning
    With the use of good estate planning, you can protect your business from government taxes, co-owners and even family members who will stake their claims. 
  • Jul 25

    Think of Estate Planning as Preventative Therapy for Family Member

    Think of Estate Planning as Preventative Therapy for Family Member
    Having frequent discussions among your children about your plans, well in advance, will be best so that any disagreements can be settled while you are still around to address them.
Rank this Week: 251

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: 246

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/
  • Jul 29

    When Should I Specify Conditions on Distributing Income From a Trust?

    When Should I Specify Conditions on Distributing Income From a Trust?
    A revocable living trust is a useful estate planning tool when you want to make provisions for your family members beyond your death. A trust need not distribute all of its assets upon your death. You may instruct your trustee to retain the…
  • Jul 22

    Is a Creditor’s Judgment Enforceable Against My Estate?

    Is a Creditor’s Judgment Enforceable Against My Estate?
    Death does not automatically void any debts owed by the deceased. In the normal course of administering an estate, the personal representative named in the decedent’s last will and testament is responsible for paying any valid creditor…
  • Jul 21

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate
    In a recent post we discussed how Medi-Cal, California’s Medicaid system, can go after the assets of a deceased beneficiary recipient’s probate estate or revocable living trust for reimbursement of medical costs paid during the…
Rank this Week: 308

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/
  • Jul 24

    Marley v. Rawling

    Marley v. Rawling
    As I wrote in my most recent post, Fuchs v. Fuchs, I am looking at cases in other jurisdictions dealing with rectification of wills for a paper I am working on. I am not aware of any cases in British Columbia interpreting our new provision…
  • Jul 17

    Fuchs v. Fuch

    Fuchs v. Fuch
    I am still waiting for some reported British Columbia cases interpreting section 59 of the Wills, Estates and Succession Act (“WESA”), which expressly allows the court to rectify a will. Subsections 59 (1) and (2) provide as…
  • 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…
Rank this Week: 363

The Helpful Lawyer

The Helpful Lawyer

A Texas sole practioner's blog on issues that face my clients.

http://www.jackrobinson.com/blog/
  • Apr 13

    A Power of Attorney can be misused to financially exploit an elderly person

    A Power of Attorney can be misused to financially exploit an elderly person
    A Power of Attorney can be misused to financially exploit an elderly person A Power of Attorney can be misused to financially exploit an elderly person In this last part of a 4 part blog, we focus on the serious harm caused when people misuse…
  • Apr 11

    Wrongful use of a Power of Attorney is financial abuse the elderly

    Wrongful use of a Power of Attorney is financial abuse the elderly
    Wrongful use of a Power of Attorney is financial abuse the elderly Wrongful use of a Power of Attorney is financial abuse the elderly In this 3rd part of a 4 part blog, we focus on the serious harm caused when people misuse the powers granted…
  • Apr 6

    Stop financial abuse of the elderly through Power of Attorney misuse

    Stop financial abuse of the elderly through Power of Attorney misuse
    Stop financial abuse of the elderly through Power of Attorney misuse Stop financial abuse of the elderly through Power of Attorney misuse In this 2nd part of a 4 part blog, we focus on the serious harm caused when people misuse the powers…
Rank this Week: 355

FLG Trusts & Estates Reporter

FLG Trusts & Estates Reporter

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

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

    U.S. States With Series LLC Act

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

    Rights of Stepchildren to Assets of a Deceased Parent in Probate

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

    Formal Florida Probate Administration in 10 Step

    Formal Florida Probate Administration in 10 Step
    Of the various types of Florida probate proceedings, formal administration is the most common.  Like any probate matter, Florida probate administration can vary depending on the size of the estate, the decedent’s asset…
Rank this Week: 309

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jul 29

    Mother and Daughter Joint Tenancy Gone Awry

    Mother and Daughter Joint Tenancy Gone Awry
    We know from Pecore v Pecore, 2007 SCC 17 that when a parent gratuitously transfers title into joint tenancy with the parent and adult child as joint tenants, there is a presumption of resulting trust. Where there is sufficient evidence to…
  • Jul 28

    Pouring Ice Over Your Head Leads To New Gene Discovery for ALS

    Pouring Ice Over Your Head Leads To New Gene Discovery for ALS
    There are lots of terrible and terminal diseases. We don't get to choose which one (s) await us. Fortunately researchers are making some great discoveries.
  • Jul 28

    Adult Adoptions: A Method of Manipulating Inheritance Right

    Adult Adoptions: A Method of Manipulating Inheritance Right
    This blog is by Natalie Rouse, Scotiatrust, Scotia Wealth Management. Imagine this scenario: you are the beneficiary of a trust set up under your Mother’s estate. You are entitled to the net income of the trust during your lifetime,…
Rank this Week: 466

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Jul 19

    It You Got ‘Em…Flaunt ‘Em: A California Trustee’s Duty to Use Special Skill

    It You Got ‘Em…Flaunt ‘Em: A California Trustee’s Duty to Use Special Skill
    “If you got it, flaunt it baby!” That’s one of my favorite lines from the movie The Producers by Mel Brooks. The same can be said of California Trustees (although not referring to their looks of course). For Trustees, if you…
  • Jul 5

    The Downside of Co-Trustees in California Trust

    The Downside of Co-Trustees in California Trust
    Acrimony between Co-Trustees can raise significant problems. Co-Trustees each have a duty to participate in the administration of the Trust (PC 16013). A Co-Trustee also has a duty to prevent the other Co-Trustee from committing a breach of…
  • Jul 5

    The Downside of Co-Trustees in California Trust

    The Downside of Co-Trustees in California Trust
    Acrimony between Co-Trustees can raise significant problems. Co-Trustees each have a duty to participate in the administration of the Trust (PC 16013). A Co-Trustee also has a duty to prevent the other Co-Trustee from committing a breach of…
Rank this Week: 437

epilawg

epilawg

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

http://epilawg.com/
  • Jul 18

    SECTION 179 – WHAT IS IT AND WHATS NEW FOR 2016

    SECTION 179 – WHAT IS IT AND WHATS NEW FOR 2016
    Recently we have been meeting with many of our clients to discuss operational results for the first half of the year. Generally speaking, business is up from last year for my clients. As a result, […]
  • Jun 30

    Please: get the correct acknowledgement if you want to deduct that property contribution

    Please: get the correct acknowledgement if you want to deduct that property contribution
    “Close” counts with horseshoes and hand grenades. Unfortunately, it doesn’t count for entitlement to deduct a charitable contribution, once the amount claimed exceeds a trigger point. When that happens, the taxpayer’s…
  • 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 […]
Rank this Week: 474

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Jul 11

    How to Correct a Death Certificate in Florida

    How to Correct a Death Certificate in Florida
    Correcting a Death Certificate in Florida We often receive calls about how to correct a Florida Death Certificate in relation to filing a Probate case in Florida. Correcting a Florida Death certificate is done through Florida Vital Statistics…
  • May 27

    Remarriage Protection

    Remarriage Protection
    Remarriage Protection Many lawyers proclaim to have remarriage protection in their estate planning documents, but few estate plans deal with these issues completely. A traditional trust that deals with remarriage will include language that…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
Rank this Week: 394

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
  • Jun 24

    When Your Plan Doesn’t Work Out

    When Your Plan Doesn’t Work Out
    “Sarah” had a Will that left $50,000 specific bequest of cash to each of her five grandchildren, while the rest, including her residence, was to be distributed among her two daughters. At her passing she owned her Florida…
  • Jun 17

    Open Discussions with Your Adult Children

    Open Discussions with Your Adult Children
    An adult child of a client who recently passed away contacted me to discuss what she was to receive from her mother’s estate. She had no idea what mother owned, or what anything was worth. She only knew that our office prepared the…
  • Jun 10

    How Much Direction Does Your Trust Provide?

    How Much Direction Does Your Trust Provide?
    Many revocable trusts continue on past the lifetime of the grantor to benefit a surviving spouse and children. A trust that continues on for a spouse may be known as a “marital,” “credit-shelter,” or “family…
Rank this Week: 410

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: 481

Long Island Special Needs Law Blog

Long Island Special Needs Law Blog

Covers estate planning and special needs trusts. By Ellen A. Victor.

http://longislandspecialneedslawyer.com
  • Jun 12

    Feeling Guilty Over Causing My Child’s Disability

    Feeling Guilty Over Causing My Child’s Disability
    Recently, I was reading this review of Toni Braxton’s new memoir, and the reviewer appeared shocked that Ms. Braxton attributed her son’s autism to God’s payback for a prior abortion. I don’t want to get into a…
  • Mar 5

    Now Playing: Kings Park: Stories from an American Mental Institution

    Now Playing: Kings Park: Stories from an American Mental Institution
    Description: A powerful and very personal documentary about the history and legacy of the Kings Park State Mental Hospital by Filmmaker and former patient Lucy Winer will be playing in Huntington at the Cinema Arts Theater, March 23rd, 2014…
  • Feb 6

    There is a Special Place in Hell

    There is a Special Place in Hell
    Four employees of a Long Island group home have been fired and charged with endangerment for pitting two disabled individuals against each other, according to Newsday and News 12 Long Island. Cellphone video of the fight shows the four…
Rank this Week: 413

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: 401

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
  • Jul 29

    Checklist: Moving for Summary Judgment

    Checklist: Moving for Summary Judgment
    Moving for summary judgment or summary adjudication is a complicated process. You start by considering whether it’s even appropriate to make the motion. Then you review the strict timing requirements. After that comes an evaluation of…
  • Jul 27

    Covering Costs in Contingent Fee Agreement

    Covering Costs in Contingent Fee Agreement
    When you’re working for a contingent fee, i.e., you’ll be paid a percentage of the recovery, don’t forget to discuss the payment of costs in your fee agreement with your client. Here’s what you’ll need…
  • Jul 25

    15 Steps to Forming a Nonprofit

    15 Steps to Forming a Nonprofit
    Clients come to you seeking to form a nonprofit corporation. As there are so many steps involved, use the following checklist to help you avoid costly mistakes. __   1.  Clear and reserve, if desired, the name of the…
Rank this Week: 633

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jul 27

    Settlement Agreement in a Trust Dispute

    Settlement Agreement in a Trust Dispute
    Santa Clara Co. Superior CourtGregge v. Hugill (2016) ___ Cal.App.4th _____  In Santa Clara County Superior Court, a disgruntled beneficiary challenged the validity of a trust amendment citing a lack of testamentary capacity and undue…
  • Jul 14

    Undue Influence by a Child

    Undue Influence by a Child
    A child is free to assist a parent with drafting their estate plan. However, a child cannot exert undue influence on the parent. A recent unpublished opinion involved the latter scenario for the late Elizabeth Plott.The opening paragraph…
  • Jun 30

    Attorney as Beneficiary of a Client's Estate (Don't do it!)

    Attorney as Beneficiary of a Client's Estate (Don't do it!)
    Santa Barbara County CourthouseAttorneys can receive gifts from clients. For example, one client gave me cookies during the holiday season a few years ago. Attorneys, however, should generally never write a testamentary instrument that…
Rank this Week: 639

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/
Rank this Week: 503

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/
  • Jul 22

    Is your durable power of attorney powerless?

    Is your durable power of attorney powerless?
    Just about everyone knows the importance of having a Durable Power of Attorney (DPOA). This key legal document allows you to name someone other than yourself to handle your financial affairs.  If you become incapacitated, having a DPOA can…
  • Jul 16

    Chronically ill seniors, others await Florida Medical Marijuana vote

    Chronically ill seniors, others await Florida Medical Marijuana vote
    Practicing elder law and estate planning in Florida, I naturally meet a good number of seniors with serious physical ailments. Many who endure chronic pain are closely watching this November's election: Not just for the outcome of this highly…
  • Jul 15

    Felines and homebound seniors: A perfect match

    Felines and homebound seniors: A perfect match
    My family and I have a serious soft spot for animals, so in this post I depart from the "legal stuff" to tell you about a lovely program that pairs seniors with furry feline companions. Consider it - ahem - a "fluff…
Rank this Week: 550

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jul 22

    Trustee Acting Squirrely?

    Trustee Acting Squirrely?
    When a Trustee Goes Bad: Removal of a Trustee Trustees play a critical role in trust administration. Settlors, or creators of the trust, give trustees legal title and management authority over the settlor’s property for the benefit of…
  • Jul 22

    Trustee Acting Squirrely?

    Trustee Acting Squirrely?
    When a Trustee Goes Bad: Removal of a Trustee Trustees play a critical role in trust administration. Settlors, or creators of the trust, give trustees legal title and management authority over the settlor’s property for the benefit of…
  • Jul 12

    Does ingesting medical based pot make you incapable of creating a will or trust?

    Does ingesting medical based pot make you incapable of creating a will or trust?
    Possibility of the Effect of Marijuana on Estate Planning In the 2014 legislative session, the Florida Legislature passed the Compassionate Medical Cannabis Act of 2014, which authorizes certain physicians to prescribe low-THC cannabis for…
Rank this Week: 624

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
  • Jul 19

    Considering an Irrevocable Life Insurance Trust?

    Considering an Irrevocable Life Insurance Trust?
    People often think of life insurance as “tax-free,” but that’s not entirely true.  Life insurance proceeds generally are income-tax-free to your beneficiaries, but if you own the policy at your death, the proceeds may…
  • Jul 19

    Considering an Irrevocable Life Insurance Trust?

    Considering an Irrevocable Life Insurance Trust?
    People often think of life insurance as “tax-free,” but that’s not entirely true.  Life insurance proceeds generally are income-tax-free to your beneficiaries, but if you own the policy at your death, the proceeds may…
  • Jul 1

    Jason Wansor Joins Rogers Sheffield & Campbell

    Jason Wansor Joins Rogers Sheffield & Campbell
    Jason W. Wansor Joins the Law Firm of Rogers, Sheffield & Campbell Rogers, Sheffield & Campbell, LLP is pleased to announce that Jason Wansor has joined the firm, effective July 1, 2016. Mr. Wansor is an accomplished civil…
Rank this Week: 727

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
  • Jul 12

    FREE CALIFORNIA PROBATE BOOK

    FREE CALIFORNIA PROBATE BOOK
    It’s not on Amazon yet, there has been no official press release, but my book HOW TO LIVE AND DIE WITH CALIFORNIA PROBATE (A Layman’s Guide to Understanding Probate in California) has been printed and is in my hot little hands!…
  • 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…
Rank this Week: 502

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jul 8

    What You Need to Know About the Basics of the Estate Planning Proce

    What You Need to Know About the Basics of the Estate Planning Proce
    If you assume that you don’t have any assets, you could be making the mistake of skipping out on an estate plan entirely. An estate plan is one of the most important collections of documents that you will have and there are many reasons…
  • Jun 29

    Key Steps for Preventing Elder Abuse

    Key Steps for Preventing Elder Abuse
    Unfortunately, elder abuse is a pervasive problem not just in Massachusetts but all over the country. Often the elderly, and especially those who are afflicted with severe conditions are unable to protect themselves or even speak up for…
  • 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…
Rank this Week: 682

Florida Probate Litigation…

Florida Probate Litigation Attorney Blog

Covers contested wills, estate planning, and trusts. By Robert C. Adamski.

http://www.floridaprobatelitigationlawyers.com/
  • Mar 29

    Actor's death exemplifies the importance of guardianship

    Actor's death exemplifies the importance of guardianship
    Paul Walker's death was a shock to the actor's family, friends and his fans. Although unexpected, it appeared that the actor had thought about his own mortality, because he died with an estate plan in place. Walker left his...
  • Mar 27

    Undue influence can often lead to financial exploitation

    Undue influence can often lead to financial exploitation
    Financial exploitation is a serious problem for Florida's seniors, but many people are surprised to learn that it's not just strangers that swindle seniors out of their hard-earned money. A senior's friends or relatives may be the cause of...
  • Mar 21

    Florida suit seeks to protect surviving spouse in gay marriage

    Florida suit seeks to protect surviving spouse in gay marriage
    Eight couples in Florida recently filed a lawsuit against the state, claiming that Florida's ban on gay marriage violates their rights under the U.S. Constitution. The couples, each living in Florida, but married in another state that…
Rank this Week: 505

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: 601

Utah Estate Planning

Utah Estate Planning

Covers estate planning, probate, trusts and wills in Utah. By Jason C. Hunter.

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 590

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: 623

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Jul 29

    Vacation in Today’s Climate

    Vacation in Today’s Climate
    Summer is in full swing. Some days it leaves us running from A/C to A/C, other days we roll the windows down and let the breeze fill the car. We breathe a sigh of relief when we take the accidental turn to go by the neighborhood grade school…
  • Jul 27

    Common Mistakes in Estate Planning

    Common Mistakes in Estate Planning
    Here’s a secret (shhh…!): Estate planning attorneys are human. We are not perfect. Over a series of four blogs, we’ll look at common mistakes. Are you making any of them? The first mistake in the planning process is not…
  • Jul 25

    5 Helpful Tips When Dealing with Difficult People

    5 Helpful Tips When Dealing with Difficult People
    Everyone has encountered that surly person who makes the job just a little harder for those around them. Whether it’s a client or a member of the team, difficult personalities can throw a wrench into your day, and ruin your…
Rank this Week: 752

Cramer Law Center

Cramer Law Center

Covers Florida estate planning.

http://cramerlawcenter.com
  • Jul 28

    Pokemon Go – Gotta Collect It All?

    Pokemon Go – Gotta Collect It All?
    By: Alexa Taylor I was recently out to dinner, waiting on a table, when another customer bumped into me accidentally and replied, “Oh I am so sorry, I was just trying to catch a Pokemon.” Has this happened to you yet? If not,…
  • Jul 25

    US Survey Reveals 72% of Americans Do Not Have an Up to Date Will

    US Survey Reveals 72% of Americans Do Not Have an Up to Date Will
    Almost every month I present an educational workshop called “The Truth About Estate Planning”. We start off our small group discussion citing similar horrible statistics. It is interesting to see that someone finally surveyed…
  • Jul 19

    Having “The Talk” . . . About End-of-Life Care

    Having “The Talk” . . . About End-of-Life Care
    Last e-newsletter, we addressed how difficult it can be to have “the talk” about dementia with a loved one. Many people also feel uncomfortable discussing end-of-life care with their parents. Although it may seem like it could put…
Rank this Week: 1107

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/
  • Jul 27

    Options for Paying for Assisted Living

    Options for Paying for Assisted Living
    This is an article from the Hook Law Center (https://www.hooklawcenter.com/) in Virginia Beach, Virginia, that we thought others may find helpful. Many older Americans who need help with activities of daily living, such as hygiene and…
  • Jul 21

    When Is a Special Needs Trust Needed?

    When Is a Special Needs Trust Needed?
    This is an article from the Law Offices of Kobrick & Moccia (http://www.kobricklaw.com/) in Garden City, New York, that we thought others may find helpful. As the parent, caregiver, or extended family member of a child with special needs…
  • Jul 14

    Financial Planning for Someone with Alzheimer’

    Financial Planning for Someone with Alzheimer’
    This is an article from Anderson, Dorn & Rader, Ltd. (http://www.wealth-counselors.com/) in Reno, Nevada, that we thought others may find helpful. Alzheimer’s is a type of dementia that causes problems with memory, thinking and…
Rank this Week: 1116

Bingham Greenebaum Doll Blog

Bingham Greenebaum Doll Blog

Covers Indiana law.

http://www.bgdlegal.com/blog/
Rank this Week: 1152

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: 1376

About Florida Law

About Florida Law

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

http://aboutfloridalaw.com
  • Jul 26

    What Happens When a Buyer Defaults on a Florida Real Estate Contract?

    What Happens When a Buyer Defaults on a Florida Real Estate Contract?
    In Florida, buyers breach real estate contracts all of the time and in all sorts of ways. When a buyer fails to meet his or her obligations under a sales contract, often times it leaves the seller wondering what steps to take now that the…
  • Jul 19

    Protecting a Bona Fide Purchaser of Florida Residential Real Estate

    Protecting a Bona Fide Purchaser of Florida Residential Real Estate
    Under Florida law, a “bona fide purchaser” of real estate is afforded certain protections including ownership and title. The rule essentially provides a buyer with superior rights to property over those who may have valid…
  • Jul 12

    4 Title Issues That Can Derail A Florida Closing

    4 Title Issues That Can Derail A Florida Closing
    In Florida, often times right before a residential real estate transaction is set to close the deal is derailed because of conflicting legal interests between the parties to the transaction (the seller and the buyer) and a third party with an…
Rank this Week: 1206

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
  • Jul 18

    Prince Estate: The Importance Of Having A Will

    Prince Estate: The Importance Of Having A Will
    Gary Borofsky in Forbes about Prince's estate plan, err, lack thereof: The untimely death of the music icon is exposing the role tax planning plays in an overall estate plan. By creating a comprehensive plan, a high net worth individual…
  • May 26

    Before You Travel This Summer, Don’t Forget These 5 Estate Planning Must Do

    Before You Travel This Summer, Don’t Forget These 5 Estate Planning Must Do
    It’s travel season! Whether you’re planning to dip your toes in the sand and surf, or ride the newest attractions at your favorite amusement park, you’re ready to hit the road (or the skies) and get out of town! Before you…
  • Apr 26

    Candidates' Proposed Estate Tax Plan

    Candidates' Proposed Estate Tax Plan
    Robert Woods, writing for Forbes: Under current law, estates worth $5.45 million or less are exempt from federal estate tax. Beyond that, you pay. Call it an estate tax, a death tax, or a tax on accumulated wealth. Whatever you call it, it…
Rank this Week: 922

Texas Probate Litigation

Texas Probate Litigation

Covers Texas will contests, trust and inheritance disputes. By J. Michael Young.

http://www.txprobatelitigation.com/
  • Jul 5

    Estoppel does not prevent beneficiary from pre-suit discovery

    Estoppel does not prevent beneficiary from pre-suit discovery
    The Fort Worth Court of Appeals decision in In Re Meeker involves two important issues for probate litigators: entitlement to pre-suit discovery and estoppel based on acceptance of benefits. Both issues arise fairly regularly in will…
  • Jun 20

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship
    In Garrett v. First State Bank of Central Texas, the Waco Court of Appeals considered a dispute over the ownership of a decedent's account. The bank filed an interpleader when faced with competing claims to the account proceeds, between…
  • May 11

    Mind your QDRO

    Mind your QDRO
    I routinely handle life insurance beneficiary disputes. As I mentioned in a previous post, the first issue I analyze is whether the life insurance policy is governed by state law or by a federal law known as ERISA. Many ERISA...
Rank this Week: 950

Iowa Estate Plan

Iowa Estate Plan

Covers information and news on estate planning and probate. By Matthew Gardner.

http://www.iowaestateplan.com/
  • May 30

    Second Marriages and Estate Planning

    Second Marriages and Estate Planning
    Not every marriage works out.  Duh.  Sometimes, after one ends, another marriage begins and several challenges begin.  You have the challenges of "mixing" families together, learning about snoring patterns, and discovering a…
  • Mar 20

    Gaining--Not Losing Power--With Immediate Power of Attorney Authority in Iowa

    Gaining--Not Losing Power--With Immediate Power of Attorney Authority in Iowa
    A financial advisor recently reached out to me regarding the impact of a Power of Attorney document concerning financial matters.  In particular, the question was whether the person signing the document (the "principal") loses any power…
  • Nov 29

    Estates in Iowa: Do I Really Need to Go Through Probate?

    Estates in Iowa: Do I Really Need to Go Through Probate?
    A common issue that pops up with family members after someone dies is "do we need to go through probate?"   To answer that question, there are series of follow-up questions to be answered first.  To start the process, you should…
Rank this Week: 1367

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

Covers estate planning, tax and probate law. Published by Moravecs, a Professional Law Corporation.

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 1153

PA Elder, Estate & Fiduciary…

PA Elder, Estate & Fiduciary Law Blog

Covers Elder Law, long-term care, "End-of-Life" and health care surrogate decision-making, estate & personal planning, fiduciary administrations, elders' dispute resolution, and Orphans' Court litigation. By Neil E. Hendershot.

http://paelderestatefiduciary.blogspot.com/
  • Apr 16

    PA Model Local Rule for Mediation

    PA Model Local Rule for Mediation
    <!--[if gte mso 9]> <![endif]--> <!--[if gte mso 9]> Normal 0 false false false EN-US X-NONE X-NONE …
  • Apr 16

    Expanding Access to Mediation in PA

    Expanding Access to Mediation in PA
    <!--[if !mso]> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <![endif]-->Following is a document for use in a presentation to the…
  • Nov 23

    PA Bar Assn approves Orphans' Court Mediation Project

    PA Bar Assn approves Orphans' Court Mediation Project
    <!--[if gte mso 9]> <![endif]-->On Friday, November 21, 2014, the Pennsylvania Bar Association formally approved, by unanimous vote, a Report and Recommendation presented by its Alternative Dispute Resolution Committee…
Rank this Week: 755

Arkansas Legal Issues

Arkansas Legal Issues

By Wilson & Haubert, PLLC.

http://whlawoffices.com/little-rock-lawyer-arkansas-law-blog/
  • Apr 5

    How Can I Terminate Parental Rights?

    How Can I Terminate Parental Rights?
    I have discussed it before, but it’s worth repeating: Family Law has a strange mythology. One of those myths is the myth of terminating your parental rights (or “signing your rights away”). I don’t know where it comes…
  • Mar 15

    Do I Have to Take the Standard Field Sobriety Tests?

    Do I Have to Take the Standard Field Sobriety Tests?
    One of the most common questions I get is whether one should take the Standard Field Sobriety Tests given by police officers. The answer is no. We can all agree, I think, that drunk driving is bad. Buzzed driving is bad. What we don’t…
  • Mar 9

    SCOTUS: Have Same-Sex Adoption, Can Travel

    SCOTUS: Have Same-Sex Adoption, Can Travel
    As I have discussed before, same-sex relationships, particularly same-sex marriage and same-sex adoption, pose many, many questions to a family lawyer, for which there (usually) is no answer. I tend to overstate things as a rule, but I…
Rank this Week: 1109

Anderson, Dorn & Rader, Ltd. Blog

Anderson, Dorn & Rader, Ltd. Blog

Covers estate planning, probate and living trusts in Nevada.

http://www.wealth-counselors.com/blog/
  • Dec 7

    Why You Need to Discuss Estate Planning with your Ex-Spouse

    Why You Need to Discuss Estate Planning with your Ex-Spouse
    Creating an estate plan to protect your minor children is one of the most important things you will ever do.  When you and your spouse have separated or divorced, creating or revising your estate plan is not generally top…
  • Nov 26

    Free Report: Asset Protection Planning Mistakes in Nevada

    Free Report: Asset Protection Planning Mistakes in Nevada
    One aspect of asset protection planning that is difficult for most people is making a proper determination of who is likely to be a potential creditor. Those who are able to make this determination, are better able to make an effective asset…
  • Nov 23

    Nevada Asset Protection Planning Mistake

    Nevada Asset Protection Planning Mistake
    Nevada Asset Protection Planning Mistakes from Brad Anderson One aspect of asset protection planning that is difficult for most people is making a proper determination of who is likely to be a potential creditor Those who are able to make…
Rank this Week: 834