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Pennsylvania Fiduciary Litigation

Pennsylvania Fiduciary Litigation

Insights and and commentary from a trusts and estates lawyer and expert witness. By Patti Spencer of Spencer Law Firm.

http://www.pennsylvaniafiduciarylitigation.com/
  • Jul 21

    Wells Fargo Terminated as Trustee

    Wells Fargo Terminated as Trustee
    Thank you Gary Beyer for your post entitled "Wells Fargo Terminated as Trustee." Beyer writes: "On Thursday, a Circuit Judge in Wisconsin terminated Wells Fargo Bank as trustee of the Chester Bible scholarship trust, furnishing control to…
  • Jul 16

    New Rule of Civil Procedure - Discovery of Expert Testimony

    New Rule of Civil Procedure - Discovery of Expert Testimony
    On July 10, 2014 the Supreme Court of Pennsylvania ordered the adoption of new Rule 4003.5 of the Pennsylvania Rules of Civil Procedure. The rule has been modified and the following clause (4) is added: (4) A party may not discover the…
  • Mar 31

    Enforcement of Arbitration Clauses in Trust

    Enforcement of Arbitration Clauses in Trust
    Ever since George Washington included arbitration provisions in his will, this idea has kicked around.  Washington's will contained this language: "That all disputes (if unhappily they should arise) shall be decided by three impartial…
Rank this Week: 1634

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: 1614

Ohio Social Security Disability…

Ohio Social Security Disability Blog

Covers family law, criminal law, and social security SSD/SSI ssues in Ohio. By the Law Offices of John T. Nicholson.

http://www.johntnicholson.com/ohiolawblog/
  • May 26

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job

    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job
    SSA ruling indicates that focus of disability inquiry should be on capacity to work, not ability to find a job  SSR 64-47c The claimant, a high school graduate who had worked in various capacities in carpentry, including foreman and…
  • Mar 24

    Social Security disability rules for Lupu

    Social Security disability rules for Lupu
    How to win my disability case for a lupus diagnosis? Systemic lupus erythematosus, or simply lupus, is evaluated in the immune system section of the Disability Evaluation Under Social Security disability handbook, more commonly known as the…
  • Feb 10

    Delays in Ohio Social Security Disability claims hurt claimant

    Delays in Ohio Social Security Disability claims hurt claimant
    Social Security Disability Delays Impact Vulnerable Patients Unfortunately it is becoming all to common for those applying for Social Security Disability benefits to suffer delay after delay while their claims languish in a bureaucratic mess…
Rank this Week: 1633

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

Discusses the complications, pitfalls, and the overall state of affairs of trusts and estates in Canada. By Megan F. Connolly.

http://www.torontoestatemonitor.com/
  • Mar 7

    A Faulty Settlement and Some Buyer's Remorse

    A Faulty Settlement and Some Buyer's Remorse
    The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from “buyer’s remorse”. 
  • Mar 5

    Some Tips on Paying Estate Debt

    Some Tips on Paying Estate Debt
    One of an estate trustee’s duties is to pay the debts that a deceased individual owed when he or she died.  As I have previously discussed, the estate trustee is generally not personally liable for the deceased’s debts – they are paid…
  • Feb 29

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 1794

Smarter Will Blog

Smarter Will Blog

Provides estate planning and probate news.

http://www.smarterwill.com/estate-planning-news/
  • May 23

    Holographic Wills: Legal in Illinois?

    Holographic Wills: Legal in Illinois?
    Holographic wills (wills that are entirely handwritten) are not generally recognized as valid wills in the state of Illinois. Why? It's not because they're handwritten, but because holographic wills are usually not 'witnessed' properly (the…
  • May 9

    Organ Donation Process in Illinoi

    Organ Donation Process in Illinoi
    Did you know that Illinois has a fairly new organ donation process, and that even if you've registered before to be an organ donor, you may need to re-register under the new system? In 2006 (only 5 years ago), a new Illinois organ donation…
  • Apr 25

    Pulling the Plug: Illinois Law That Make it Possible

    Pulling the Plug: Illinois Law That Make it Possible
    Everyone has the right to live. But does everyone have the right to die? Dying on your own terms (or “pulling the plug”) is a privilege granted at the state level. But it requires advance planning. Every state has different rules on how…
Rank this Week: 1809

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/
  • Oct 25

    Advance Directive

    Advance Directive
    Advance Directives from Deborah Sexton There are various types of advance directives, including living wills and durable powers of attorney for health care. Learn more about advance directives in this presentation.
  • Oct 23

    Who Should I Name As Successor Trustee of my Family Wealth Trust?

    Who Should I Name As Successor Trustee of my Family Wealth Trust?
    Deciding who you want to nominate as the successor trustee of your family wealth trust can be a daunting task, but it shouldn’t be.  Having a basic understanding of the qualities you should consider in choosing a trustee will…
  • Oct 20

    I Need Help Drafting my Will

    I Need Help Drafting my Will
    Possibly one of the most common estate planning tools drafted by estate planning attorneys in Arkansas is the Last Will and Testament.  This is true, even though do-it-yourself wills are available online.  Simply drafting the will…
Rank this Week: 1833

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

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

http://blog.kylekrull.com/kansas-missouri-estate-planning/
  • Oct 24

    Thanksgiving is a Perfect Occasion ... to Talk About Your Estate Plan?

    Thanksgiving is a Perfect Occasion ... to Talk About Your Estate Plan?
    Thanksgiving Day is about a month away. Perhaps that would be a perfect occasion to have your estate planning say?
  • Oct 23

    Are You Prepped if Dementia Strikes?

    Are You Prepped if Dementia Strikes?
    The good news is we are all living longer. The bad news is we do not necessarily keep up mentally or physically (or both) with each passing birthday. So, are you prepped financially if dementia is in your future?
  • Oct 22

    Do-It-Yourself Estate Planning? Really?

    Do-It-Yourself Estate Planning? Really?
    I enjoy and appreciate the internet. There is so much valuable information at the click of a mouse. It is a dream-come-true for the do-it-yourselfer in all of us. Some projects, however, are very risky DIY project.
Rank this Week: 2086

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Oct 24

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    John Denver (1943-1997) – Musician, Singer, Songwriter & Activist Henry John Deutschendorf, Jr., known professionally as John Denver, was an American singer, songwriter, activist, and humanitarian. Denver began his music career in…
  • Oct 22

    Thought for the Day:

    Thought for the Day:
    It is not what you do for your children, but what you have taught them to do for themselves, that will make them successful human beings. Ann Lander
  • Oct 22

    Hidden Gold and Intestate Succession

    Hidden Gold and Intestate Succession
    We have told you before that under the laws of Intestate succession your estate is distributed to your closest living relatives if you pass away without an estate plan or at least a Will. However, what we haven’t told you is that it is…
Rank this Week: 1963

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Court Looks at Motion to Vacate

    Court Looks at Motion to Vacate
    A New York Probate Laywer said on 17 June 2007, seven months after executing her will, the decedent, AB, died. Her husband predeceased her in 2001, and she never had any children, biological or adopted. The decedent was survived by six…
  • Oct 22

    Court Decides Motion to Vacate Will

    Court Decides Motion to Vacate Will
    A New York Probate Lawyer this is a proceeding where JPM Bank (JPM), co-executor, moved pursuant to CPLR §5015(a)(2) to vacate the decree admitting to probate the decedent's will dated 24 June 2005 (2005 Will) due to newly discovered…
  • Oct 14

    Summary Judgment Motion Filed Based on Testamentary Capacity

    Summary Judgment Motion Filed Based on Testamentary Capacity
    A New York Probate Lawyer said in this Will Contest proceeding, the decedent died in May 2006, survived by his wife and their two children, the proponent and the objectant. The wife suffers from Alzheimer's disease. Her cousin and an…
Rank this Week: 2033

Massachusetts Wills, Trusts, and…

Massachusetts Wills, Trusts, and Estates

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

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

    Astrid Is Doing Remarkably Well!

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

    October 20-26, 2014 is National…

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

    Listen to Your Mother, Boston

    Listen to Your Mother, Boston
    As a mother of 4 little girls ranging in age from baby to elementary school, Attorney-Mama Danielle G. Van Ess will be the first to tell it like it is:  Motherhood is NOT for the faint of heart.That's why DGVE law®  is…
Rank this Week: 1930

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

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

    Bad Trustees: How to Handle Bad California Trustee

    Bad Trustees: How to Handle Bad California Trustee
    Bad Trustees can cause a great deal of harm to you and your Trust interests.  Here is a video describing how to handle a bad trustee. For our email subscribers, please click on the title link to watch this video on our blog……
  • Oct 16

    When California Trust No-Contest Clauses Apply…And When They Don’t

    When California Trust No-Contest Clauses Apply…And When They Don’t
    There is much confusion regarding the use, and misuse, of no-contest clauses.  No-contest clauses rarely apply, and they never apply to a beneficiary who questions the actions and management of the Trust by the Trustee.  In this…
  • Oct 6

    Trustee Surcharge: Holding Trustee’s Liable for Bad Act

    Trustee Surcharge: Holding Trustee’s Liable for Bad Act
        In California, Trustee’s have a host of duties and obligations they must abide by.  When a Trustee breaches his duty as Trustee, he is liable for money damages equal to the harm he causes.  This is called a…
Rank this Week: 1946

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/
  • Oct 20

    Could The Amanda Bynes Dilemma Happen In Your Family?

    Could The Amanda Bynes Dilemma Happen In Your Family?
    The struggles of former child actress, Amanda Bynes, have been well-documented. She had numerous brushes with the law, including repeated drunk driving and other drug and alcohol-related charges, reported shoplifting attempts, and even more…
  • Oct 7

    Dispute Over Where To Bury Casey Kasem Teaches Lesson

    Dispute Over Where To Bury Casey Kasem Teaches Lesson
    The famed American Top 40 Countdown DJ passed away in June, at age 82, with a host of medical problems including advanced Lewy Body dementia. Now, almost four months later, Casey Kasem’s remains still have not been laid to rest.…
  • Sep 30

    Tom Clancy Estate In Family Fight Due To Poor Estate Planning

    Tom Clancy Estate In Family Fight Due To Poor Estate Planning
    Anyone who knows who CIA analyst Jack Ryan is likely appreciates the work of late author Tom Clancy. Called the "father of the techno-thriller," Clancy's career took off with his first novel, The Hunt for Red October. His career -- spawning…
Rank this Week: 1939

Ask Liza: Nolo's Estate Planning…

Ask Liza: Nolo's Estate Planning Blog

Covers estate planning and wills. By Liza Weiman Hanks.

http://blog.nolo.com/estateplanning/
  • Oct 14

    The Right Plan for Now: Living Trust

    The Right Plan for Now: Living Trust
    Dear Liza,  I’m a young professional and would greatly appreciate your feedback on what type of trust, if any, would suit me well given my current financial and life position.  I’m single, 29 years old (30 later this…
  • Sep 29

    Naming a Minor as a Beneficiary of an IRA

    Naming a Minor as a Beneficiary of an IRA
    Dear Liza: I want to name my minor grandchildren as beneficiaries of my IRA account. How do I do that? Can I use my Will? It’s a smart idea to name minors as beneficiaries of your IRAs.  Since they are young,…
  • Sep 24

    Getting Good Advice When You Are The Beneficiary

    Getting Good Advice When You Are The Beneficiary
    Dear Liza: After dealing with an unexpected death of my spouse my head is still spinning.. My spouse was very private after a divorce  and we kept our affairs separate. Now the Will, of which I was unaware, allows me to stay in our home…
Rank this Week: 2044

Law Offices of Cheryl David

Law Offices of Cheryl David

Covers estate planning and elder law in North Carolina.

http://www.cheryldavid.com/blog/
  • Oct 10

    Your Estate Plans Change as You Age – Part 1

    Your Estate Plans Change as You Age – Part 1
    One of the essential truths you should realize about estate planning is that your estate plans change as you age. If you’ve been reading our blog for a while, you know that we recommend that everyone in the Greenville, North Carolina…
  • Sep 30

    Basic Estate Planning Questions – What Are Estate Taxes in North Carolina?

    Basic Estate Planning Questions – What Are Estate Taxes in North Carolina?
    In this week’s blog post in our ongoing series on basic estate planning questions, we are going to look at estate taxes in North Carolina. As with any other estate planning issue, it’s always important to ask your lawyer about any…
  • Sep 29

    Free Report: Incapacity Planning in North Carolina: Using Specific Tool

    Free Report: Incapacity Planning in North Carolina: Using Specific Tool
    When creating a financial power of attorney, the agent you select must be a capable adult. Alternatively, you can choose an organization to serve as your agent. For example, you might choose your bank, a law firm, or some other capable…
Rank this Week: 1869

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

Discusses recent cases and developments pertaining to New York trusts and estates law. By Farrell Fritz.

http://www.nyestatelitigationblog.com/
  • Oct 3

    Appellate Division Upholds Equitable Extension of Slayer Rule

    Appellate Division Upholds Equitable Extension of Slayer Rule
    New York’s “slayer rule” essentially provides that if an individual kills another person, he has automatically forfeited any interest he may have had in his victim’s estate. The rationale is simple – no one…
  • Aug 8

    “Easy” Cases Make Bad Law Too

    “Easy” Cases Make Bad Law Too
    In a decision that could well cause even the most casual trusts and estates practitioners to scratch their proverbial heads in wonder, the Appellate Division, Third Department, in Matter of Buchting, 111 AD3d 1114, 975 NYS2d 794 (3d Dept…
  • Jul 11

    Testamentary Capacity, Summary Judgment and a Testator’s Diagnosis of Dementia

    Testamentary Capacity, Summary Judgment and a Testator’s Diagnosis of Dementia
    Although summary judgment in a contested probate proceeding historically has been rare, the recent trend has been for Surrogate’s Courts to grant such relief with increasing frequency. Consistent with that recent trend,…
Rank this Week: 1851

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
  • Oct 1

    Bank of America mortgage trust certification form

    Bank of America mortgage trust certification form
    For some time now I have advised clients to contact their mortgage holder to see about linking their trust to their mortgage. Without that you can leave your trustee with a problem. The house might be owned by the trust … Continue…
  • Sep 29

    Dying on your terms and POLST

    Dying on your terms and POLST
    My grandma is 98 years old…. or should I say 98 years YOUNG!?  She called last week to tell me about a great article in the LA Times.  It’s about dying on YOUR TERMS. In fact, the headline in the … Continue…
  • Aug 20

    Robin Williams estate in the new

    Robin Williams estate in the new
    I was reading this article about Robin Williams’ estate. It is written by a Minnesota lawyer.  I am not saying the story is “wrong” but it is a little misleading. Now that makes for better reading than a 100% accurate…
Rank this Week: 1846

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Sep 26

    2014 LEGISLATIVE SESSION – ALIGNMENT OF THE ANTILAPSE PROVISIONS OF THE FLORIDA TRUST AND PROBATE CODES

    2014 LEGISLATIVE SESSION – ALIGNMENT OF THE ANTILAPSE PROVISIONS OF THE FLORIDA TRUST AND PROBATE CODES
    The 2014 State of Florida legislative session brought about several changes in the area of trusts and estates. Among those passing into law was the amendment to the antilapse provisions of the Florida Trust Code (Florida Statutes Chapter…
  • Sep 2

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust
    Charitable donors are frequently in pursuit of a means for establishing a lifetime philanthropic legacy and effective estate planning. The utilization of a charitable trust provides a strategic option. The donor may choose to set up a trust…
  • Aug 25

    The Reasons We Give

    The Reasons We Give
    Estate planners often focus on the tax benefits of making a gift, as smart planning can help reduce or eliminate a wide array of taxes on the estate and individual. But if you thought the primary motivation for donor gift-giving was related…
Rank this Week: 1836

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Sep 15

    Five Estate Planning Lessons from Frozen

    Five Estate Planning Lessons from Frozen
    Over the weekend my family and I watched Frozen at Movies in the Park. Frozen is Disney’s reinterpretation of Hans Christian Andersen’s The Ice Queen fairy tale.  As I watched the movie for the umpteenth…
  • Jul 31

    NAMI Offer Help In Difficult Area Of Special Needs Estate Planning

    NAMI Offer Help In Difficult Area Of Special Needs Estate Planning
    In the Oscar-winning 1979 documentary “Best Boy,” director Ira Wohl spent three years filming the life and times of his middle-aged cousin, a New York City man with a developmental disability everyone called Philly, although his…
  • Jul 31

    NAMI Offer Help In Difficult Area Of Special Needs Estate Planning

    NAMI Offer Help In Difficult Area Of Special Needs Estate Planning
    In the Oscar-winning 1979 documentary “Best Boy,” director Ira Wohl spent three years filming the life and times of his middle-aged cousin, a New York City man with a developmental disability everyone called Philly, although his…
Rank this Week: 1994

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 11

    A medical perspective on Estate matters – a chastened viewpoint

    A medical perspective on Estate matters – a chastened viewpoint
    I am very pleased to join the Allaboutestates blog to add a perspective on the role of the physician in estate matters. I recall vividly the first time I was asked in court: “Dr. Shulman, in your opinion did Mr. X have testamentary…
  • Jun 10

    Who is Your Daddy?

    Who is Your Daddy?
    I think it is safe to say that the concept of “family” is a foundational principle in estate planning. I think it is also safe to say that, when asked, all of us would have a very clear understanding of what is meant by the term…
  • Jun 9

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 2003

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: 2057

Palm Springs Tax and Trust Lawyers

Palm Springs Tax and Trust Lawyers

Covers estate tax and trust administration issues. By Sanger & Manes.

http://www.palmspringstaxandtrustlawyers.com/
Rank this Week: 2027

Special Needs, Elder Law, Wills,…

Special Needs, Elder Law, Wills, Trusts, Estates & Tax Blog

By Friedman Law.

http://specialneedsnj.com/blog/
  • Aug 29

    IRS Resolves the “Key West Dilemma” by Recognizing Same Sex Marriages Throughout the U.S.

    IRS Resolves the “Key West Dilemma” by Recognizing Same Sex Marriages Throughout the U.S.
    by attorney Mark R. Friedman, FriedmanLaw The IRS announced today that they would treat same-sex couples as legally married based upon the couple’s state of ceremony, not their state of residence. In June, the Supreme Court struck down…
  • Aug 3

    Plan Your Estate to Benefit Your Loved Ones– Not the Taxman

    Plan Your Estate to Benefit Your Loved Ones– Not the Taxman
    [The following article is by guest blogger Julie Donald, a freelance writer with a strong background is finance.  Julie obviously knows her stuff and FriedmanLaw/SpecialNeedsNJ.com are proud to feature her work.] While…
  • May 17

    Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

    Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure
    People with serious disabilities often qualify for government benefits like Supplemental Security Income (SSI) and Medicaid that limit eligibility based on finances.  Thus personal injury recoveries attributable to a disabled person…
Rank this Week: 1917

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: 2046

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
  • May 14

    Why Living Trusts Don’t Always Avoid Probate in Florida

    Why Living Trusts Don’t Always Avoid Probate in Florida
    Living trusts are a popular tools for avoiding probate in Florida. But even though probate may not be required to transfer assets, the trustee may want to probate the deceased person’s estate to deal with creditors.Why Living Trusts…
  • May 7

    Taxation of Lifetime Gifts vs. Transfers at Death

    Taxation of Lifetime Gifts vs. Transfers at Death
    Lifetime gifts versus transfers at death. From a tax planning perspective, should a client hold property until death or transfer it during his or her lifetime? Taxation of Lifetime Gifts vs. Transfers at Death is a post from: probate attorney…
  • Apr 30

    Estate Tax Provisions of the 2014 Budget: Is the Current Estate Tax Law Permanent?

    Estate Tax Provisions of the 2014 Budget: Is the Current Estate Tax Law Permanent?
    Since the Treasury recently released President Obama’s 2014 budget proposals, there’s been a lot of grumbling about the President’s proposed estate, gift, and generation-skipping transfer tax provisions. If enacted, these…
Rank this Week: 2037

Estate of Confusion

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://www.forbes.com/sites/hanisarji/
Rank this Week: 2063

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/
  • Oct 24

    Estate Planning Gotchas During a Divorce

    Estate Planning Gotchas During a Divorce
    There are many estate planning issues to consider while you are getting a divorce and once the divorce is complete. Be sure to seek legal advice as soon as possible in these types of situations.
  • Oct 22

    If You Can Dream It, You Can Do It ... Unless the Trustee Says No

    If You Can Dream It, You Can Do It ... Unless the Trustee Says No
    Proper planning is important, but just as important is selecting the right people to be involved in the plan, so that your wishes will be followed.
  • Oct 20

    New Developments in Digital Estate Planning

    New Developments in Digital Estate Planning
    Don’t forget to plan for your digital assets as part of your overall estate plan.
Rank this Week: 2340

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Oct 23

    Are Revocable Living Trusts Only for the Wealthy?

    Are Revocable Living Trusts Only for the Wealthy?
    Legal advice is invaluable when you are planning your estate, because people who are not aware of all the facts sometimes harbor misconceptions. One of them is the idea that trusts are only useful for the wealthy. There are trusts that are…
  • Oct 21

    What Is a Guardianship?

    What Is a Guardianship?
    Far too many people procrastinate when it comes to estate planning. Some older adults are remiss, but procrastination is more common among younger people. Unfortunately, people of all ages pass away every day. You never know what the future…
  • Oct 16

    How Long Does the Probate Process Take?

    How Long Does the Probate Process Take?
    You may assume that you should use a last will to facilitate future asset transfers. If you do use a last will to state your final wishes regarding the distribution of your property, the will must be admitted to probate. The estate…
Rank this Week: 2250

Nash Nash Bean & Ford, LLP Blog

Nash Nash Bean & Ford, LLP Blog

Covers elder law and estate planning.

http://www.nashbeanford.com/blog/
  • Oct 22

    What Is a Step Up in Basis?

    What Is a Step Up in Basis?
    If you were gifted real property in the Last Will and Testament of someone who recently died you may be concerned about the tax ramifications of that gift. As you likely already know, Uncle Sam taxes just about everything in the United…
  • Oct 17

    Do I Need to Change My Trust When I Buy or Sell Assets?

    Do I Need to Change My Trust When I Buy or Sell Assets?
    A well thought out estate plan typically includes a variety of legal documents in addition to a Last Will and Testament. Trust agreements are frequently among those additional documents due in large part to the flexibility offered by a trust…
  • Oct 13

    Do I Work with You or a Paralegal?

    Do I Work with You or a Paralegal?
    If you have not worked closely with an attorney before it can be a bit intimidating and confusing the first time. If you have decided to finally sit down and create an estate plan with us you have made an excellent decision. Because an estate…
Rank this Week: 2242

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Oct 22

    Should I Have a Durable Power of Attorney?

    Should I Have a Durable Power of Attorney?
    Should I Have a Durable Power of Attorney? from Roy W. Litherland   Powers of attorney are often used within the legal field. Learn more about durable power of attorney in california in this presentation. The post Should I Have a Durable…
  • Oct 21

    How Is Property Distributed When There Is No Last Will?

    How Is Property Distributed When There Is No Last Will?
    If you were to die without a last will or any other estate planning document directing the transfer of your property, you would die intestate. Exactly how property would be distributed would depend upon the ownership details. Let’s look…
  • Oct 19

    Free Report: Why Should I Have A Durable Power of Attorney in California

    Free Report: Why Should I Have A Durable Power of Attorney in California
    A truly comprehensive estate plan will address the eventualities that you may face during the latter portion of your life. Topics covered in this whitepaper include: Incapacity Planning California Adult Conservatorship Durable Powers of…
Rank this Week: 2260

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
  • Oct 21

    Should I Divorce My Spouse to receive Medicaid and Nursing Home Coverage in Florida?

    Should I Divorce My Spouse to receive Medicaid and Nursing Home Coverage in Florida?
    Today, I’m going to answer the question: Should my spouse and I get a divorce in order for my spouse to receive Medicaid and nursing home coverage in the state of Florida? This is a question that many people come to me or mention in my…
  • Oct 9

    How much do I have to pay a Florida Nursing Home if my Spouse is on Medicaid?

    How much do I have to pay a Florida Nursing Home if my Spouse is on Medicaid?
    In this article, I’m going to answer the question: How much do I have to pay a Florida nursing home if my spouse is on Medicaid?  My previous article covers how much you would have to pay if your parent or a single person needs…
  • Oct 7

    How Much Do I Have to Pay the Nursing Home if my Parent is on Florida Medicaid?

    How Much Do I Have to Pay the Nursing Home if my Parent is on Florida Medicaid?
    Today I’m going to answer the question, “How much do I have to pay the nursing home when my parent is on Florida Medicaid?” In order to reach this answer to this question, we need to cover a couple key points. First we need…
Rank this Week: 2411

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Oct 21

    What Is a Pour Over Will?

    What Is a Pour Over Will?
    Like many people, you may have decided to include a revocable living trust in your overall estate plan. If so, you may also have heard that you will also need to create and execute a “pour over” Will. A pour over Will is specific…
  • Oct 7

    What Is a Step Up in Basis?

    What Is a Step Up in Basis?
    One of the major considerations involved in estate planning is the tax implications of any gifts made either during your lifetime or after your death. Not only should you take into consideration your own tax liability as well as that of your…
  • Oct 3

    What Are the Disadvantages of a Power of Attorney?

    What Are the Disadvantages of a Power of Attorney?
    At some point in your life you will likely be asked to execute a power of attorney, or POA, or you will contemplate the need for one. A POA can be an extremely useful legal tool when used appropriately and carefully. Just like all legal…
Rank this Week: 2246

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

Illinois attorney blog for estate planning, wills, trusts and probate.

http://www.illinoisestateplan.com/blog
  • Oct 20

    National Estate Planning Awareness Week is October 20-26

    National Estate Planning Awareness Week is October 20-26
    Are you aware that this week is National Estate Planning Awareness Week (NEPAW)? You are now. In 2008, the 110th Congress passed a resolution designating the third week of October as such. The resolution recognizes the importance of estate…
  • Oct 15

    My NBI Webcast Seminar Presentation: ‘Administering a Small Estate’

    My NBI Webcast Seminar Presentation: ‘Administering a Small Estate’
    I recently recorded a seminar presentation for National Business Institute (NBI) on the topic of “Administering a Small Estate.” NBI is a continuing legal education (CLE) provider for professionals. The presentation aired on…
  • Oct 7

    Big Internet Companies Oppose FADA Legislation — Really!?!

    Big Internet Companies Oppose FADA Legislation — Really!?!
    In July I discussed and lauded the recent adoption of the Uniform Fiduciary Access To Digital Assets (FADA) Act. FADA is not a law in itself, but is intended to provide uniform model legislation for states to enact to vest fiduciaries…
Rank this Week: 2282

Cramer Law Center

Cramer Law Center

Covers estate planning, probate, guardianship and elder law issues.

http://cramerlawcenter.com/blog/
  • Oct 16

    MOVIE REVIEW: “LULLABY”

    MOVIE REVIEW: “LULLABY”
    Available on Netflix, “Lullaby” is a movie by Andrew Levitas about a dysfunctional family that is reunited by end-of-life issues.  Jonathan is a young man living on the opposite coast from his wealthy New York family. …
  • Oct 3

    JOIN US FOR A WINE TASTING TO HELP END ALZHEIMER’S

    JOIN US FOR A WINE TASTING TO HELP END ALZHEIMER’S
    We are pleased to announce that Cramer Law Center is participating in the Jacksonville Walk to End Alzheimer’s for the third year in a row. To help us reach this year’s fundraising goal, we are holding our Second Annual…
  • Sep 19

    WAITING TOO LATE (OR ALMOST TOO LATE) TO PLAN – OUR LATEST REAL WORLD LESSONS

    WAITING TOO LATE (OR ALMOST TOO LATE) TO PLAN – OUR LATEST REAL WORLD LESSONS
    Unfortunately, we deal with death on a fairly regular basis as part of our practice, so it usually does not take us by surprise. However, we recently have had a couple of shocking deaths which illustrate why it is never too soon to plan. The…
Rank this Week: 2216

The Virtual Attorney Blog

The Virtual Attorney Blog

Covers estate planning and business law. By Michael Brennan.

http://thevirtualattorney.com/blog
  • Oct 13

    A Few Personal Thoughts on Brittany Maynard

    A Few Personal Thoughts on Brittany Maynard
    As I write this, Brittany Maynard is living the last few weeks of her young life. She’s 29 years old- just a year younger than me, so reading about her story has hit close to home for me. I don’t pretend that my words on this blog…
  • Sep 30

    Making Your Business Stand Out From the Crowd

    Making Your Business Stand Out From the Crowd
    I advise a number of businesses that are just starting out and looking to establish themselves in some competitive markets. While they come to me to help them sort out legal issues associated with starting a business, as a small business…
  • Sep 16

    Pet Prenups | Planning for Pets if You Break Up

    Pet Prenups | Planning for Pets if You Break Up
    Couples are living together before marriage more than ever before. Perhaps unsurprisingly, for many of those lovebirds, a long-term future together is not always in the cards. When breakups happen, it’s challenging enough splitting up…
Rank this Week: 2231

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Sep 25

    Undue Influence under Florida’s Trust Code

    Undue Influence under Florida’s Trust Code
    Florida Statute § 736.0406 Effect of fraud, duress, mistake, or undue influence.— If the creation, amendment, or restatement of a trust is procured by fraud, duress, mistake, or undue influence, the trust or any part so…
  • Aug 12

    Florida Trust Termination

    Florida Trust Termination
    People create trusts for a variety of reasons.  Some create them for creditor protection.  Others create them because they are concerned about providing the beneficiaries with large sums of money all at once.  Although these…
  • Jul 2

    Spousal Inheritance after Divorce

    Spousal Inheritance after Divorce
    What rights does a divorced spouse have to inherit from a former spouse’s estate? Fla. Stat. § 732.703 became effective in 2012 and concerns beneficiary designations on life insurance policies, annuities, IRAs, 401ks and other…
Rank this Week: 2382

Your Texas Estate Plan

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

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

    How to prevent the messy estate: the fight over pots and pan

    How to prevent the messy estate: the fight over pots and pan
    More and more, I have clients who come to me and simply ask for "help." The scenario usually is something like this:Scenario:Older (parent/relative) passes away. You and another (sibling/family member) are the sole beneficiaries of their…
  • Jul 23

    Estate tax Repeal Musing

    Estate tax Repeal Musing
    Relevant in 2011, but still funnyEvery couple years when the election cycles roll around, someone brings up the estate tax again. It is usually when we are not at war, arguing about when a fetus is viable, if universal healthcare is a good…
  • May 23

    All in the Family: Disputes between relative

    All in the Family: Disputes between relative
    "Family quarrels are bitter things. They don't go according to any rules. They're not like aches or wounds, they're more like splits in the skin that won't heal because there's not enough material."~F. Scott FitzgeraldBackground:In the Texas…
Rank this Week: 2342

Florida Asset Protection &…

Florida Asset Protection & Estate Planning

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

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

    New Yorker Magazine Cartoonist Likes Elder Law Attorney

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

    Helping Families Deal With the Financial and Emotional Costs of Dementia

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

    Asset Protection Scams - Beware and Be Smart

    Asset Protection Scams - Beware and Be Smart
    <div>I have reprinted the following column by Jay Adkisson, the asset protection columnist for Forbes.com. &nbsp;He is one of the top asset protection commentators in the country and knows the asset protection business as well as…
Rank this Week: 2427

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/
  • May 12

    Estate Planning and Portability

    Estate Planning and Portability
    The American Taxpayer Relief Act of 2012 (ATRA), which tried to keep us from going over the "fiscal cliff," raised the federal estate tax exemption to $5.25 million and made permanent an estate tax concept called…
  • Apr 25

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap
    Don't miss the PBI seminar on How to Prepare Fiduciary Accounts and Avoid Common Traps next Thursday May 1, 2014 at the CLE Conference Center, Wanamaker Building, Philadelphia. Register here:…
  • Dec 22

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
Rank this Week: 2366

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: 2222

Probate Thoughts From The…

Probate Thoughts From The Villages, Florida

Covers wills, probate, asset protection, and real estate. By Ronald Jones.

http://flawyer.us/ProbateThoughts/
  • Feb 10

    Florida does not recognize “No Contest” clauses in wills.

    Florida does not recognize “No Contest” clauses in wills.
    Florida does not recognize “No Contest” clauses in wills. Sometimes people want to put in a “no contest” or “in terrorem” clause in a Florida will. A no contest clause says that if someone who is a…
  • Jan 13

    Planning for a second (or later) marriage

    Planning for a second (or later) marriage
    Very frequently, retirees moving to Florida are either single, or at some point, wind up single, whether through divorce or widowhood. And then they meet someone new. And sometimes the other person is formerly married as well; having been…
  • Jan 9

    Selling the Collection

    Selling the Collection
    A recurring situation in probate is where the parent had some sort of “collection” and the children want to sell the items. A lot of times, the parent would talk about the collection and raise the children’s expectation of…
Rank this Week: 2240

Swinton Elder Law & Family…

Swinton Elder Law & Family Protection Blog

Covers New Jersey estate planning and elder law issues. By Daniel S. Swinton.

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

    Policy Experts Agree: The U.S. System for…

    Policy Experts Agree: The U.S. System for Financing Long-Term Care is CrumblingAccording to Forbes.com:  "America’s system for financing long-term care is failing, and the window for creating a payment system that works is rapidly…
  • Jul 12

    Bankruptcy Trustee Is Entitled to Funds…

    Bankruptcy Trustee Is Entitled to Funds Transferred in Order to Qualify for MedicaidThe following article serves as a warning about do-it-yourself estate planning.  An effective technique of protecting assets from nursing homes and long…
  • Sep 27

    How Gifts Can Affect Medicaid Eligibility

    How Gifts Can Affect Medicaid Eligibility
    . We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your…
Rank this Week: 2347

Future of the Federal Estate Tax

Future of the Federal Estate Tax

Covers estate tax reform. By Hani Sarji.

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

    [EOC]Let Freedom Ring With Gift Of Firearm

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

    [EOC]Americans Are Generous, Despite Economy

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

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

    [EOC]The Most Important Historical Gun In History Of United State
    I have been researching estate planning for firearms, and I came across a video that is worth sharing today, a day on which we celebrate the United States and reflect on its history. The video is about the Girandoni air rifle, which is on…
Rank this Week: 2317

Family Fortress Estate Planning…

Family Fortress Estate Planning Blog

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

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

    Living on the Edge: Small Business Owners and Retirement

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

    Living on the Edge: Small Business Owners and Retirement

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

    Not Just Estate Tax Anymore

    Not Just Estate Tax Anymore
    Anyone who has been following our blog knows that the expiring Bush tax cuts (including the repeal of the estate tax this year and the tax’s reinstatement next year) have given lawmakers no end of trouble as they struggle and debate—and…
Rank this Week: 2313

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Oct 24

    What Is a TOD or POD Account?

    What Is a TOD or POD Account?
    People often look for so-called “simple solutions.” They hear about some type of shortcut that sounds good on the surface, and they buy into the notion hook, line, and sinker. In many cases, the results are not good. With the…
  • Oct 23

    What Is a Family Limited Partnership?

    What Is a Family Limited Partnership?
    People often say that we live in a litigious society. Lawsuits are common, and people who like to sue others tend to seek out targets with deep pockets. As a result, certain people are particularly vulnerable to lawsuits. Landlords who own…
  • Oct 22

    What Is Joint Tenancy?

    What Is Joint Tenancy?
    People sometimes look for shortcuts that seem attractive on the surface, and this enters into the realm of estate planning. Joint tenancy is one of the shortcuts that you should understand thoroughly. You may want to take pause…
Rank this Week: 2583

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com
  • Oct 24

    Would You Choose Physician-Assisted Suicide If You Had A Terminal Illness?

    Would You Choose Physician-Assisted Suicide If You Had A Terminal Illness?
    While standing in line at the grocery store a few days ago, the cover of People magazine caught my eye. It was a photograph of Brittany Maynard, a 29 year-old woman with terminal brain cancer who has made a controversial choice to take her…
  • Oct 17

    Who Are My Heirs If I Am Single And Die Without A Will?

    Who Are My Heirs If I Am Single And Die Without A Will?
    I explained last week that an heir is a person who will inherit your property by virtue of a state’s intestacy laws if you die without a Will. The Texas intestacy statutes are essentially a Will that the state of Texas writes for you.…
  • Oct 10

    Is There A Difference Between A Beneficiary And An Heir?

    Is There A Difference Between A Beneficiary And An Heir?
    The words “Beneficiary” and “Heir” are often used interchangeably, but each word has a very specific legal definition. A beneficiary is someone who benefits from the transfer of property, such as by a Will or a Trust.…
Rank this Week: 2749