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Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Sep 23

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Kemal Amen “Casey” Kasem (1932-2014) – Disc Jockey, Radio Celebrity & Voice Actor Casey Kasem was an American disc jockey, music historian, radio celebrity, voice actor, and actor known for being the host of several…
  • Sep 20

    What Is a Pour Over Will and Do I Need One?

    What Is a Pour Over Will and Do I Need One?
    When discussing estate planning you may have heard the term “pour over Will” used at some point and wondered “What is a pour over Will and do I need one?” The simple answer to that is that if you are relying on a…
  • Sep 16

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Mary Pickford (1892-1979) – Actress, Producer & Screenwriter Mary Pickford was a Canadian-American motion picture actress, cofounder of the film studio United Artists and one of the original 36 founders of the Academy of Motion…
Rank this Week: 3537

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Sep 22

    What Is the Veterans Aid and Attendance Special Pension?

    What Is the Veterans Aid and Attendance Special Pension?
    People who have served our country in the military can be eligible for certain benefits that can help them out during their retirement years. This is a small reward considering the extent of the sacrifices that are made by our veterans, but…
  • Sep 20

    Can North Dakota Medicaid Planning Help at the Last Minute?

    Can North Dakota Medicaid Planning Help at the Last Minute?
    Do you suddenly need to qualify for Medicaid as a senior because you cannot afford the high cost of long-term care? If so, you are hardly alone. Over half of all seniors eventually turn to the Medicaid program for help paying for long-term…
  • Sep 15

    Tips for Keeping Seniors Safe behind the Wheel

    Tips for Keeping Seniors Safe behind the Wheel
    Think back to when you got your driver’s license for the first time. Remember the anticipation as you waited to be old enough to get behind the wheel and finally gain some freedom and independence? Now imagine someone taking that…
Rank this Week: 3579

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Sep 20

    How you can benefit from elder law services - Video | KRIV

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
  • 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,…
Rank this Week: 3880

Law Office of Andrew M. Lamkin,…

Law Office of Andrew M. Lamkin, P.C. Blog

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Sep 20

    What Happens When There Are Two Wills – Which Takes Precedence?

    What Happens When There Are Two Wills – Which Takes Precedence?
    Throughout a person’s life, one goes through many stages. A person may draft a will in his or her early 20’s, but as one acquires more assets, gets married, and even has children, his or her estate planning needs will change. This…
  • Sep 13

    Steps to Take to Ensure That Your Will is Valid

    Steps to Take to Ensure That Your Will is Valid
    A will is a formal legal document that allows you to dictate how you want your estate to be managed and distributed upon your death. The state of New York has clear laws as to how your will is validated and executed in the manner in which you…
  • Sep 6

    Palliative Care: Will the New Law Affect Your Plans?

    Palliative Care: Will the New Law Affect Your Plans?
    In February 2011, the Palliative Care Information Act was amended by the state of New York. This Act requires that doctors and nurse practitioners inform terminally ill patients about their end-of-life options – and offer counseling…
Rank this Week: 3032

California Estate Lawyer Blog

California Estate Lawyer Blog

Covers topics such as accounting, breach of fiduciary duty, breach of trust, elder abuse, intestacy, trust litigation, and undue influence. By Theodore M. Hankin.

http://www.californiaestatelawyerblog.com/
  • Sep 19

    Top Attorney – Theodore M. Hankin

    Top Attorney – Theodore M. Hankin
    By Who’s Who Directories Newport Beach, CA WW/Press/September 19, 2016 –Theodore M. Hankin, Attorney with Messina & Hankin, LLP, was selected for inclusion in the forthcoming Top Attorneys of North America…
  • Sep 21

    Did You Know That You Can Include Your Pets in Your Estate Plan in California?

    Did You Know That You Can Include Your Pets in Your Estate Plan in California?
    It’s true.  Sometimes referred to as “companion animals”, California Probate Code §15212 specifically provides for the creation of a trust to care for your beloved dog, cat or other companion animal after you pass.…
  • Sep 21

    Did You Know That You Can Include Your Pets in Your Estate Plan in California?

    Did You Know That You Can Include Your Pets in Your Estate Plan in California?
    It’s true.  Sometimes referred to as “companion animals”, California Probate Code §15212 specifically provides for the creation of a trust to care for your beloved dog, cat or other companion animal after you pass.…
Rank this Week: 4552

Elder Counsel Blog

Elder Counsel Blog

Provides education and tools for Elder Law and Special Needs Attorneys.

http://www.eldercounsel.com/blog/
Rank this Week: 3841

Palo Alto Estate Planning Blog

Palo Alto Estate Planning Blog

Covers tax planning, estate planning, trusts, wills and charitable giving. By Finch Montgomery Wright LLP.

http://www.paloaltoestateplanninglawyerblog.com/
  • Sep 14

    New Parents Need Basic Estate Planning

    New Parents Need Basic Estate Planning
    New parents need to do estate planning, often for the first time.
  • Aug 17

    Protect Yourself From Scam Artist

    Protect Yourself From Scam Artist
    Scam artists have been preying on our clients and have been trying their fraud schemes on us.  Scammers use phone calls, emails and letters trying to get your money and personal information.  Some scammers pretend to be a relative…
  • Aug 7

    Buy Low: Sell High. Pay Capital Gains Taxes.

    Buy Low: Sell High. Pay Capital Gains Taxes.
    Many of my clients come to me with a very Californian problem: they bought their home many years ago for a fraction of what that home is worth today. For example, their mid-century house near downtown cost them $125,000 in 1973 and could be…
Rank this Week: 4540

Cramer Law Center

Cramer Law Center

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

http://cramerlawcenter.com/blog/
  • Sep 13

    The Long Arm of Florida’s Code

    The Long Arm of Florida’s Code
    In 2013 the Florida Legislature enacted Fl. Stat. 736.202 to clarify when Florida courts have jurisdiction to hear disputes involving trusts. Lawyers refer to this type of statute as establishing “long arm” jurisdiction. The…
  • Aug 29

    Preventing Alzheimer’

    Preventing Alzheimer’
    More and more medical research is appearing which links simple lifestyle changes to preventing cognitive decline.  A recent article in the August 22, 2016 issue of Time Magazine highlights research by a Virginia neurologist, Dr. Majid…
  • Aug 16

    Tug of War Over Dead Body?!

    Tug of War Over Dead Body?!
    The Florida Legislature recently has answered the emotional question of how a dispute of over a person’s cremated remains is to be split resolved.  Two years ago, there was a court case involving a dispute between two divorced…
Rank this Week: 3701

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Sep 7

    Family feuds, horse-drawn carriages, vintage automobiles, and brotherly love gone stale

    Family feuds, horse-drawn carriages, vintage automobiles, and brotherly love gone stale
    Family feuds are routinely unpleasant and usually ugly. Unfortunately, estate disputes prove the rule. Passions and emotions are inflamed and sound judgment is often in short supply. However, warring litigants who look to the court for…
  • Sep 6

    CAPITAL DIVIDEND ACCOUNT ELECTIONS AND THE DATE GONE WRONG?

    CAPITAL DIVIDEND ACCOUNT ELECTIONS AND THE DATE GONE WRONG?
    As I mentioned in a previous blog, the capital dividend account (“CDA”) is often a central feature of tax planning for individuals with private corporations with the opportunity to make tax-free distributions to shareholders on…
  • Sep 2

    JOINT ASSETS: APPRECIATING COMPLEXITY

    JOINT ASSETS: APPRECIATING COMPLEXITY
    The potential pitfalls of using joint ownership of property between parent and adult child as a means of reducing exposure to estate administration tax has received increased attention in recent years, in particular since the Pecore decision.…
Rank this Week: 3591

Asset Protection Law Journal

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com
  • Sep 6

    Some States Dramatically Better Than Others For Asset Protection

    Some States Dramatically Better Than Others For Asset Protection
    A recent article in The New York Times provides a good reminder that some states are much better than others with respect to asset protection. The article by Patricia Cohen is titled “States Vie to Shield the Wealth of the 1…
  • Aug 9

    Seventh Circuit Affirms Wisconsin Annuity Exemption

    Seventh Circuit Affirms Wisconsin Annuity Exemption
    On July 26, 2016, the United States Court of Appeals for the Seventh Circuit broadly affirmed a Wisconsin statute that makes annuities exempt from a creditor’s judgment.  The case – – Whitman, Trustee in Bankruptcy v.…
  • Jul 22

    Ohio Legislators Are Firmly Behind Recent LLC Protection

    Ohio Legislators Are Firmly Behind Recent LLC Protection
    As I have mentioned in other posts, Ohio Senate Bill 181 was signed by the Governor and became law on July 6, 2016.  The new statute improves the already excellent protections offered by Ohio’s LLC statute.  It amends various…
Rank this Week: 4091

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
Rank this Week: 4423

Western New York Elder Law Blog

Western New York Elder Law Blog

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

http://www.dutcher-zatkowsky.com
  • Sep 2

    Gene Wilder Kept His Alzheimer’s Diagnosis a Secret to Protect His Young Fan

    Gene Wilder Kept His Alzheimer’s Diagnosis a Secret to Protect His Young Fan
    Gene Wilder died earlier this week.  I grew up admiring the comic genius of Gene Wilder.  I first saw Gene Wilder in The Producers with Zero Mostel in 1967.  That same year, I saw Bonnie and Clyde not realizing that he was also…
  • Jun 29

    Four Documents You Must Have

    Four Documents You Must Have
    What ideas should you be familiar with when going to see an estate planning attorney? An article on cincinnati.com says there are four things you should know a little about before your first meeting with your estate planning attorney. They…
  • Jun 22

    Estate Planning Mistakes By Celebritie

    Estate Planning Mistakes By Celebritie
    Celebrities continue to make huge mistakes where estate planning is concerned. A story on insurancenewsnet.com examines a number of cases where celebrities failed to do the right thing where estate planning was concerned. Among the…
Rank this Week: 3807

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • Aug 29

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
  • Jul 6

    Estate Planning for Young Familie

    Estate Planning for Young Familie
    Young people, including the author, tend to think they are invincible. They don’t plan on getting sick or even worse, dying. Why, then, do they need an estate plan? For the same reason that older people create them: we are all mortals…
  • Jun 16

    Removing 805 Bond Restrictions in Brooklyn Surrogate’s Court

    Removing 805 Bond Restrictions in Brooklyn Surrogate’s Court
    As an Estate Lawyer, I often get phone calls from clients who have successfully obtained letters of administration for the estate of a loved one, but can’t sell the real property or even transfer it to themselves. The reason is that…
Rank this Week: 3047

Gould Cooksey Fennell Blog

Gould Cooksey Fennell Blog

Covers estate planning, real property acquisition, personal injury, will disputes, commercial litigation, business and corporate law, and institutional lending.

http://gouldcooksey.com/blog/
  • Aug 25

    Vero businesses at the center of recent ADA lawsuit

    Vero businesses at the center of recent ADA lawsuit
    Local businesses are being targeted by ADA accessibility testers at an alarming rate.  The number of lawsuits filed in federal court is already up 63% from last year.  The three states with the most lawsuits continue to be Florida,…
  • Aug 12

    New Treasury Regulations to Eliminate Tax Valuation Discounts on Family Owned Entitie

    New Treasury Regulations to Eliminate Tax Valuation Discounts on Family Owned Entitie
    On August 2, 2016, the Treasury Department issued proposed regulations that would significantly reduce the tax planning benefits involving family limited partnerships and similar structures which are effective tools for certain wealthy…
  • Jun 17

    GCF Attorneys named to 2016 Florida Super Lawyer List

    GCF Attorneys named to 2016 Florida Super Lawyer List
    Four attorneys from the firm have been selected to the 2016 Florida Super Lawyers and Rising Star lists.  Troy Hafner, David, Carter and Gene O’Neill are selected to the Super Lawyers list and Anthony Guettler was selected as…
Rank this Week: 3004

Kentucky Estate, Probate and Tax…

Kentucky Estate, Probate and Tax Law Blog

Covers estate planning and tax law. By English, Lucas, Priest & Owsley LLP.

http://www.mykentuckyestateattorney.com/
  • Aug 23

    Athletes’ medals come with a tax bill

    Athletes’ medals come with a tax bill
    By Nathan Vinson, attorney English, Lucas, Priest and Owsley, LLP An interesting question popped up in social media during the 2016 Summer Olympics: will U.S. athletes taking home a medal be taxed on the value of it – particularly…
  • Aug 23

    Athletes’ medals come with a tax bill

    Athletes’ medals come with a tax bill
    By Nathan Vinson, attorney English, Lucas, Priest and Owsley, LLP An interesting question popped up in social media during the 2016 Summer Olympics: will U.S. athletes taking home a medal be taxed on the value of it – particularly…
  • Aug 16

    Changes to Kentucky tax law underway

    Changes to Kentucky tax law underway
    By Nathan Vinson, Attorney English, Lucas, Priest and Owsley, LLP Most of us want to do the right thing when it comes to taxes. MOST of us. Or, perhaps we just don’t look good in orange. If we legitimately owe taxes on our income or an…
Rank this Week: 3147

Tennessee Estate Law Blog

Tennessee Estate Law Blog

Covers estate planing law. By The Higgins Firm.

http://www.tennesseeestatelawblog.com/
  • Aug 16

    Fred Thompson Family Lawsuit Highlights Estate Planning Challenges Faced by Many

    Fred Thompson Family Lawsuit Highlights Estate Planning Challenges Faced by Many
    The family of former U.S. Senator and film/television star Fred Thompson, who passed away in November, 2015, are embroiled in a very public dispute over his estate plan. His two adult sons from a previous marriage have filed a lawsuit…
  • Aug 5

    How Can I Protect My Home for My Children? Tennessee Estate Planning Considerations (Part 1 of 2)

    How Can I Protect My Home for My Children? Tennessee Estate Planning Considerations (Part 1 of 2)
    I often hear from clients serious concerns about what to do with their home in their estate plan. Many times at the top of their list is the desire to preserve a residence for one or more of their adult children. In Tennessee, if you…
  • Jul 22

    What Happens to My Estate if I Die Without a Will in Tennessee?

    What Happens to My Estate if I Die Without a Will in Tennessee?
    If you reside in Tennessee and die without a will, the distribution of your estate is governed by state law. Tennessee Code (T.C.A. 31-2-104) sets out the rules for which family members would receive your property. Here’s the problem:…
Rank this Week: 3563

Michigan Asset Protection Lawyer…

Michigan Asset Protection Lawyer Blog

Covers asseet protection planning and issues. By Weisman, Young & Ruemenapp.

http://www.michiganassetprotectionlawyerblog.com/
  • Aug 5

    Asset Protection for the Criminal Defendant

    Asset Protection for the Criminal Defendant
    One of the inevitable problems facing suspects in a criminal proceeding is the availability of funds to pay for a legal defense. Frequently, applicable laws authorize government seizure of defendants’ assets which effectively…
  • Aug 5

    Asset Protection for the Criminal Defendant

    Asset Protection for the Criminal Defendant
    One of the inevitable problems facing suspects in a criminal proceeding is the availability of funds to pay for a legal defense. Frequently, applicable laws authorize government seizure of defendants’ assets which effectively…
  • Jun 29

    Anonymity of Business Entities … Soon to Be a Thing of the Past?

    Anonymity of Business Entities … Soon to Be a Thing of the Past?
    We have become so used to it that we no longer give it any thought. There is no requirement under Michigan law (as well as most other states’ laws) to disclose the beneficial owners of limited liability companies and corporations.…
Rank this Week: 4698

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

Covers will, trust, and estate disputes in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
Rank this Week: 3240

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

A discussion of trusts and estates litigation in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
Rank this Week: 3267

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate property

    Real Estate Agents: A Primer on Florida Probate property
    Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout the State of Florida. Many of these properties are…
  • Jul 26

    ALERT: Confirm Designated Beneficiary on Your Bank Account!

    ALERT: Confirm Designated Beneficiary on Your Bank Account!
    In the past year, we’ve had at least 5 calls requesting our Florida probate representation for just a regular checking account. If the deceased owner of the account had simply confirmed the designated beneficiary, probate could have…
  • Jul 15

    5 Common Myths about Florida Probate Law

    5 Common Myths about Florida Probate Law
    Let’s explore some common (popular?) myths about Florida probate law shall we? 1. Mom had a Will so we don’t have to go through probate. Unfortunately, dying with a Will (Testate) has no bearing on whether or not probate is…
Rank this Week: 4333

Your Texas Estate Plan

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

http://www.yourtexasestateplan.com/
  • Aug 1

    Be careful what you sign for...

    Be careful what you sign for...
    We sign things all the time. Mostly credit card receipts, but if you have ever bought a car, a home, or signed for a package, you are also representing to the contracting world that, by signing the document, you accept the consequences…
  • Jan 29

    Gun Trusts, ATF 41P update

    Gun Trusts, ATF 41P update
    Finally, at long last, we have some clarity on what and how the ATF will be regulating the use of "gun trusts" for purchase of National Firearms Act items.On January 15, the final rules were published in the Federal Register, so we have 6…
  • Dec 15

    Probate options when its been more than 4 years...

    Probate options when its been more than 4 years...
    Time flies. The usual scenario is parent 1 passed away, parent 2 passed away 5 years later, and now the kids are stuck with a mess.Today we will talk about what happens if the decedent had a will. In Texas, you have 4 years to…
Rank this Week: 4269

Tennessee Wills and Estates

Tennessee Wills and Estates

Provides commentary on wills, probate law and estate planning. By Jason A. Lee

http://www.tennesseewillsandestates.com
Rank this Week: 3343

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

Covers estate planning, probate, guardianships, disability and elder law.

http://www.boydstunlaw.com/blog/
  • Jul 14

    What Is Undue Influence?

    What Is Undue Influence?
    Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? The post What Is Undue Influence? appeared first on Boydstun.
  • Jun 27

    Most Caregivers Are Now Entitled to Minimum Wage and Overtime Pay

    Most Caregivers Are Now Entitled to Minimum Wage and Overtime Pay
    Become familiar with the federal government's rules regarding minimum wage and overtime protections for home health care workers. The post Most Caregivers Are Now Entitled to Minimum Wage and Overtime Pay appeared first on Boydstun.
  • Jun 21

    Beware of Non-Lawyers Offering Medicaid Planning Advice

    Beware of Non-Lawyers Offering Medicaid Planning Advice
    In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater. The post Beware of…
Rank this Week: 3520

Estate Planning & Probate 411

Estate Planning & Probate 411

Covers California probate, wills, trusts, powers of attorney, incapacity and related topics. By Helene P. Dreyer Koch.

http://indianwellsestateplanningattorney.com/
  • Jul 14

    What Is a Discretionary Trust?

    What Is a Discretionary Trust?
    A “discretionary trust” gives the trustee discretion over how, when, and if the beneficiaries may access trust assets. Certain uses of the money might be deemed acceptable, whereas other uses will be restricted. For instance, the…
  • Jun 25

    How Can You Help with Their College Expenses?

    How Can You Help with Their College Expenses?
    If you have children or grandchildren who have not yet completed their college education, you may be wondering how to help them achieve that goal. Two popular choices are the 529 College Education Plan and an Education Trust. A 529 ……
  • Feb 19

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
Rank this Week: 3557

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
  • Jul 12

    City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2016

    City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2016
    Philadelphia Landmark: The Famous and Quirky 45 Foot Steel Clothes Pin Created by Sculptor Claes Oldenburg Across from City Hall   The City of Philadelphia has reduced the City Wage Tax rate effective July 1, 2016. The new Wage Tax…
  • Jun 2

    Did You Get a Letter in the Mail from the IRS? Here is What You Need to Do

    Did You Get a Letter in the Mail from the IRS? Here is What You Need to Do
    Each year, the IRS mails millions of notices and letters to taxpayers for a variety of reasons. This can be extremely upsetting when receiving this form of communication, whether it is from the IRS or any other taxing authority.  The…
  • Dec 18

    2016 Standard Mileage Rates for Business, Medical and Moving

    2016 Standard Mileage Rates for Business, Medical and Moving
    The Internal Revenue Service on December 18, 2015 issued the 2016 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1,…
Rank this Week: 4566

New Jersey Lawyers Blog

New Jersey Lawyers Blog

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

http://www.newjerseylawyersblog.com/
Rank this Week: 3988

Redlands Veterans' Affairs…

Redlands Veterans' Affairs Attorney Blog

Covers estate planning and elder law. By Esther Wang.

http://www.california-elder-law.com/blog/
  • Jul 6

    Medi-Cal Estate Recovery is changing. Is it for the better?

    Medi-Cal Estate Recovery is changing. Is it for the better?
    On June 27, Governor Jerry Brown signed into law a bill that limits the state's seizure of assets from the estates of low-income residents ages 55 to 64. This is a good thing.  But note that while this is a...
  • May 2

    Prince and Estate Planning -- What We Can Learn

    Prince and Estate Planning -- What We Can Learn
    Prince and Estate Planning -- What We Can Learn Prince passed away without any estate planning done. No trust or will. $300 million dollar estate. We wanted to share this article with you from Forbes.com because whether you have $300...
  • Apr 15

    Ways You Can Lose Your Estate

    Ways You Can Lose Your Estate
    You already know how you want your assets distributed and you have even discussed it with your heirs, but discussing it doesn't make it legal. If you don't create an estate plan, your heirs are free to do what they...
Rank this Week: 3575

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: 4742

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

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

    Bad News for Social Security Recipient

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

    Legacy Planning: Things Money Can’t Buy

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

    Wills and Trusts: Understand the Difference

    Wills and Trusts: Understand the Difference
    There are people who make assumptions about estate planning documents. One of them is the notion that wills and trusts are pretty much the same thing. The idea is that a trust is just a fancy will that costs more money to create, but there is…
Rank this Week: 3524

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

Covers estate and trust conflicts, inheritance battles, and will contests.By Matt House.

http://arkansaswealthwars.com
  • Jun 16

    Presentation At The 2016 Arkansas Bar Association Annual Meeting

    Presentation At The 2016 Arkansas Bar Association Annual Meeting
              Today one of my law partners, Pat James, and I will be privileged to make a presentation at the Arkansas Bar Association Annual Meeting in Hot Springs, Arkansas, where over 1,200 lawyers and…
  • Feb 7

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
  • Feb 7

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
Rank this Week: 4743

Sykes Elder Blawg

Sykes Elder Blawg

Covers medicaid planning, special needs trusts and estate planning topics for Pennsylvania seniors and their families. By Andrew G. Sykes.

http://www.elderlawofpgh.com/blog/
  • May 11

    Will the bank honor your power of attorney?

    Will the bank honor your power of attorney?
    A recent article in the New York Times reported on the resistance of banks (and other financial institutions) to honor requests by someone holding power of attorney for an incapacitated person. In one case, the son of a woman with…
  • May 6

    Who can contest a will?

    Who can contest a will?
    Who can file a will contest under Pennsylvania law? Quick answer: only someone who would benefit financially from having the will declared invalid. Suppose John Doe signs his first and only Last Will and Testament on his death bed. It was…
  • Apr 26

    Pennsylvania authorizes ABLE Act accounts for the disabled

    Pennsylvania authorizes ABLE Act accounts for the disabled
    Many disabled individuals in the U.S. receive public benefits from programs that place restrictions on the dollar amount (typically $2,000) of assets a recipient can own. Medicaid and SSI are two examples. Federal and state law allow the…
Rank this Week: 4183

Thoits Law Blog

Thoits Law Blog

Discusses important legal developments in the areas of business, employment, intellectual property, litigation, real estate, and estate planning. By Thoits, Love, Hershberger & McLean.

http://www.thoitslaw.com/blog/
  • Apr 29

    Authenticating Electronic Agreements and Signature

    Authenticating Electronic Agreements and Signature
    A new California Court of Appeal decision, Espejo v. Southern California Permanente Medical Group, elaborates on how to prove that documents signed online, digitally, are authentic, and therefore have the same effect as a handwritten…
  • Mar 9

    New Harassment Policies Required in California

    New Harassment Policies Required in California
    Employers in California should immediately review their harassment policies to ensure compliance with California's new harassment prevention regulations. California law mandates that employers have an affirmative duty to prevent harassment…
  • Apr 8

    You Really, Really Need a Shareholder Buy-Sell Agreement

    You Really, Really Need a Shareholder Buy-Sell Agreement
    ...a relatively small investment of time spent on the fundamentals can yield significant dividends in the future – and help to avoid much distress. And, the first fundamental, particularly for founders who do not anticipate seeking venture…
Rank this Week: 3842

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

Focuses on estate planning, probate and corporation law in Massachusetts. By David E. Peterson.

http://blog.deplawfirm.com/
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

    The Dusty Binder: When Good Estate Plans Go Bad
    Jim and Sally did everything right… or so they thought. They grew up in strong, middle class families, did well in school, and had many friends. Jim had a successful career with a local company, while Sally raised four responsible,…
  • Jan 20

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
  • Jan 6

    How Wealthy People Avoid Estate Taxe

    How Wealthy People Avoid Estate Taxe
    The Basics The estate and gift tax is a tax on the transfer of wealth from one generation to the next. The tax is levied when a transfer occurs, which by lifetime gift, or upon death. The estate and gift tax rates start low. The Massachusetts…
Rank this Week: 4190

Law Matters Blog

Law Matters Blog

Covers Vermont family law and estate planning. By the Law Offices of Bucknam Black Brazil PC.

http://vtlegalhelp.com/our-blog/
  • Apr 27

    What’s In a Name?

    What’s In a Name?
    Note: Attorney Davis original wrote this post in her capacities as a contributor to SCOV Law. In this case, Defendant Albert Bingham appeals from the trial court’s declaratory judgment. Before the SCOV even rules on it, Bingham files a…
  • Feb 16

    Taxation Vexation

    Taxation Vexation
    Attorney Davis originally wrote this post as a Contributor for SCOVLaw How do you tax a parcel of land that lies in more than one town? I like to think I might be able to come up with a way that involves less litigation and more common sense,…
  • Feb 9

    Bail Revisited… Again

    Bail Revisited… Again
    Note: Attorney Davis originally wrote this post as a contributor for SCOV Law. Here we are in the depths of bail troubles again. We’ve probably had more segments on bail than there are Harry Potter movies. We’ll call this one:…
Rank this Week: 4113

PVW Estate Planning, Business…

PVW Estate Planning, Business Succession Planning & Asset Protection Planning Blog

Covers current issues affecting and strategies regarding estate, business succession, and asset protection planning. By Parsonage Vandenack Williams LLC.

http://www.pvwestateplanning.wordpress.com/
  • Apr 20

    Proposed Basis Consistency Regulation

    Proposed Basis Consistency Regulation
    The Internal Revenue Service released proposed and temporary regulations to further consistency in the reporting of the tax basis of certain property received by a beneficiary of an estate or trust. These regulations provide guidance…
  • Apr 19

    New Nebraska Law for Accessing Digital Assets of Deceased

    New Nebraska Law for Accessing Digital Assets of Deceased
    On April 13, Nebraska passed legislation for handling digital assets for those that die or become unable to manage their own assets. LB 829 authorizes four types of individuals to manage the digital assets, similar to how they would manage…
  • Mar 25

    GUN TRUST DRAFTING CHECKLIST

    GUN TRUST DRAFTING CHECKLIST
    By Mary E. Vandenack With Due Credit to Nicholas Meier and Alex Rainville What Is a Gun Trust? Gun trusts are a legal means of owning firearms and can provide benefits over individual ownership. Gun trusts are for the purpose of receiving,…
Rank this Week: 3538

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: 4516

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: 3231

KYEstates.com

KYEstates.com

A Kentucky-based conversation on trust & estates law. By Carter Ruml.

http://kyestates.com
  • Apr 10

    “Emerging Adulthood” and Life Cycle Planning

    “Emerging Adulthood” and Life Cycle Planning
    It was exciting and gratifying last weekend when the New York Times published a really excellent article by Jeffrey J. Selingo in its “Education Life” section that wove together several themes we’ve written on…
  • Apr 3

    Fun, Not Friction: LLC Planning for Family Vacation or Farm Property

    Fun, Not Friction: LLC Planning for Family Vacation or Farm Property
    Many of my clients own second homes at the beach, or the lake.  Less frequently, clients own large properties (often farms) that have deep family and historic significance.  In either instance, clients often want to keep these…
  • Mar 25

    Ruml PLC is Proud to Sponsor Derby Divas 2016

    Ruml PLC is Proud to Sponsor Derby Divas 2016
    Support, engagement, and partnership from clients and friends of Ruml PLC has been nothing short of extraordinary during the firm’s first 6 months – thank you! We’re very pleased to be in a position to give back by…
Rank this Week: 3808

Estate Planning Blog

Estate Planning Blog

Provides estate planning thoughts, news and planning ideas. By Gilfix & La Poll Associates LLP.

http://www.gilfix.com/blog/
  • Mar 15

    Gilfix & La Poll attorneys speak at NAELA Summit

    Gilfix &amp; La Poll attorneys speak at NAELA Summit
    Attorneys Michael Gilfix and Mark R. Gilfix of Gilfix & La Poll Associates appeared as featured speakers at two sessions during the 2016 National Academy of Elder Law Attorneys Summit in Newport Beach, California, on January 28 and 29.…
  • Mar 15

    Gilfix & La Poll attorneys speak at NAELA Summi

    Gilfix &amp; La Poll attorneys speak at NAELA Summi
    Attorneys Michael Gilfix and Mark R. Gilfix of Gilfix & La Poll Associates appeared as featured speakers at two sessions during the 2016 National Academy of Elder Law Attorneys Summit in Newport Beach, California, on January 28 and 29.…
  • Feb 19

    How an IRA Trust can help avert disaster

    How an IRA Trust can help avert disaster
    By Attorney Elijah Keyes A father designated his son and daughter as the beneficiaries of his large retirement account. The daughter’s husband was physically abusive and the couple had been considering divorce. The father was adamant…
Rank this Week: 3171

John R. Vermillion & Associates,…

John R. Vermillion & Associates, LLC Blog

Covers elder law and estate planning.

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

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

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

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

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

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

    Incapacity Planning FAQ: What Is the Correct Power of Attorney?
    A comprehensive, properly constructed estate plan will account for end-of-life issues. While incapacity planning can seem like something that happens to a limited number of people, when you examine the facts, see that a very significant…
Rank this Week: 3549

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Feb 19

    Avvo Q&A: "Can dad put me on the deed?"

    Avvo Q&amp;A: "Can dad put me on the deed?"
    I will begin syndicating the responses I give to certain estate and probate questions posted on the advice website Avvo. We begin with a question regarding estate planning. I'll place the question here and then my answer after the "read…
  • Feb 17

    A "power of appointment" - what is that?

    A "power of appointment" - what is that?
    The Georgia Supreme Court recently handed down the case of Smith v. Ashford (full text below the break), in which it dealt with a testator's use of a "power of appointment."What is a power of appointment? In estate-planning parlance, a…
  • Jul 6

    Myers v. Myers: Executor may not run estate as his personal busine

    Myers v. Myers: Executor may not run estate as his personal busine
    The Georgia Supreme Court handed down the probate case of Myers, Executor v. Myers, today. In some ways, the case is an unremarkable example of an executor using an estate as a cash cow for his personal expenditures and, among other…
Rank this Week: 4260

Walker Lambe

Walker Lambe

Covers North Carolina elder law and estate planning.

http://www.organizeyourassets.com/blog/
  • Feb 18

    When Might I Need an Elder Law Attorney?

    When Might I Need an Elder Law Attorney?
    Elder law is a relatively new area of the law, having only recently evolved as an answer to the growing legal needs of the elderly population in the United States.  Because it is a relatively new area of the law, many people are unsure…
  • Feb 16

    I Was Appointed Executor of a Will of a Decedent. Now What?

    I Was Appointed Executor of a Will of a Decedent. Now What?
    Did you recently find out you were appointed the Executor of a Last Will and Testament of someone who recently died? If so, and the appointment comes as a surprise, you are undoubtedly wondering what you are supposed to do now. Unfortunately,…
  • Feb 11

    Can’t I Just Save Money by Using a DIY Will?

    Can’t I Just Save Money by Using a DIY Will?
    Like most people, you probably understand how important it is to have a comprehensive estate plan in place; however, you may not have gotten around to creating one despite knowing how important it is to have one. Is so, you are hardly alone.…
Rank this Week: 3307

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

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

    Sacramento Nursing Home Costs Are Among the Highest in the Country

    Sacramento Nursing Home Costs Are Among the Highest in the Country
    Our firm practices law in Sacramento, California, and we also have an office in Roseville. Anyone who lives in our area knows that there are countless advantages, and it is truly a great place to live. We have everything that big cities have…
  • Jan 21

    A Probate Attorney Can Help With Estate Administration

    A Probate Attorney Can Help With Estate Administration
    You should be aware of the multifaceted nature of a properly constructed estate plan.  It is wise to take a 360 degree approach so that you can leave behind a workable situation for your loved ones after you are gone. A last will is a…
  • Jan 21

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 3534

Michigan Estate Planning, Probate…

Michigan Estate Planning, Probate and Elder Law

Covers Michigan estate planning, wills, living trusts, powers of attorney, elder law, caregiving, family matters and growing older . By Glenn Matecun.

http://matecunlaw.wordpress.com
  • Jan 19

    Do you see the real person, or just what you want to see?

    Do you see the real person, or just what you want to see?
    This is a preview of this month’s legal corner article which will be published on January 27, 2016. “Uniqueness is what makes you the most beautiful.”  ~ Lea Michele I was re-reading one of the late Stephen…
  • Mar 31

    What is a Lady Bird Deed?

    What is a Lady Bird Deed?
    Check this out if you want to learn more about how a Michigan Lady Bird Deed works and how it can help with your Will, Trust or other estate planning.
  • Mar 31

    What is a Lady Bird Deed?

    What is a Lady Bird Deed?
    Check this out if you want to learn more about how a Michigan Lady Bird Deed works and how it can help with your Will, Trust or other estate planning.
Rank this Week: 3823

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Dec 16

    Financial Abuse of the Elderly Is Among the Fastest Growing Crimes in America

    Financial Abuse of the Elderly Is Among the Fastest Growing Crimes in America
    Over the last several decades the elderly population in the United States has grown considerably, and it shows no signs of slowing down. In fact, experts predict that by the year 2050 the number of older Americans (65 and older) will…
  • Dec 15

    Why Co-Habitating Couples Need an Estate Plan

    Why Co-Habitating Couples Need an Estate Plan
    Not all that long ago in the United States society frowned on couples who lived together outside of the bonds of matrimony. In the 21st century though, more and more couples are choosing to put off marriage until later in life, or forego the…
  • Dec 14

    Life Events that Should Trigger an Estate Plan Update

    Life Events that Should Trigger an Estate Plan Update
    In the United States it is estimated that less than half of all adults have an estate plan in place. If you are among that minority you are to be commended; however, do not make the mistake that people so often make of forgetting about your…
Rank this Week: 3523