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Shober & Rock Blog

Shober & Rock Blog

Covers elder law in Pennsylvania.

http://shober-rock.com/the-blog/
  • Nov 16

    IRS Cost of Living Limitations for 2015

    IRS Cost of Living Limitations for 2015
    IRS Cost of Living 2015 IRS Cost-of-Living Limitations 2014 2015 Deferral Limit for 401(k), 403(b), Salary Reduction SEPs $17,500.00 $18,000.00 SIMPLE Plan Deferral Limit $12,000.00 $12,500.00 Catch-up Limit 401(k), 403(b) (Ages 50+)…
  • Nov 14

    Social Security Benefits to Inch Up 1.7 Percent in 2015

    Social Security Benefits to Inch Up 1.7 Percent in 2015
    The nation’s elderly and disabled Social Security recipients will receive a 1.7 percent increase in payments in 2015. This is expected to raise the average monthly payment for the typical retired worker by $22. The increase is slightly…
  • Nov 13

    Elder Law Attorneys Specialize in Helping the Elderly

    Elder Law Attorneys Specialize in Helping the Elderly
    Many elderly persons rely entirely on their children, family members or other individuals to help them. This dependence upon caregivers or family members makes an older person more vulnerable to abuse and financial exploitation. Legal…
Rank this Week: 3522

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Nov 14

    Estate of Hemsley

    Estate of Hemsley
    Sherman Hemsley was a popular actor, known for playing George Jefferson in "All in the Family" and the "The Jeffersons." He was never married and had no children. He died in El Paso in 2012 after a battle with lung...
  • Nov 6

    In re Estate of Fisher

    In re Estate of Fisher
    In Fisher, the Texarkana Court of Appeals upheld the Harrison County Court at Law's summary judgment dismissal of a will contest. The contestants, the surviving lineal descendants of the decedent, challenged a will made five months before…
  • Aug 26

    Court finds designated executor unsuitable

    Court finds designated executor unsuitable
    In Gossett v. Beck, the Dallas Court of Appeals upheld the probate court's determination that an indepedent executrix designated in a will was unsuitable and therefore disqualified to serve. The basis of the probate court's decision was a…
Rank this Week: 4025

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
Rank this Week: 4090

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
  • Nov 9

    Consenting to the Probate of a Will

    Consenting to the Probate of a Will
    Have you lost a family member and received a document called a “Waiver of Process; Consent to Probate”? If you are like most people, you may be confused about what this means, and more importantly, if you should sign it. This…
  • Oct 19

    How To Avoid Probate

    How To Avoid Probate
    There is hardly a week that goes by that I don’t receive a call from a potential client asking me to help them “avoid probate”. Unfortunately, most of the time, the client only has a vague understanding of the probate…
  • Sep 2

    Joint Ownership of Asset

    Joint Ownership of Asset
    A significant portion of the assets we own are held jointly with another person. Almost anything, including real property, bank accounts, and investment accounts, can be, and often is, owned jointly. Therefore, it is of utmost importance to…
Rank this Week: 2952

Arkansas Legal Issues

Arkansas Legal Issues

By Wilson & Haubert, PLLC.

http://whlawoffices.com/little-rock-lawyer-arkansas-law-blog/
  • Nov 7

    How to Beat a Credit Card Lawsuit

    How to Beat a Credit Card Lawsuit
    Note: This blog has two purposes: 1.  I want you to give you interesting content that I have curated, digested, and then written about in a way that is engaging and understandable. My goal is both that you would be entertained and become…
  • Nov 6

    4 Lessons in Lawyering from “Car Talk”

    4 Lessons in Lawyering from “Car Talk”
    I am sad that Tom Magliozzi of “Car Talk” has died—he was a real bright spot on the radio. He and his brother Ray (“Click” and “Clack”) hosted the show for over 25 years before retiring in 2012. You…
  • Oct 30

    Law-practice fl”AVVO”r of the Month.

    Law-practice fl”AVVO”r of the Month.
    See what I did there with “flavor?” You’re welcome. The law is a cottage industry. Starting with LSAT prep, the test itself, “How-To” Guides for law school, supplements, textbooks, Bar Prep, and then the Bar…
Rank this Week: 2817

King Law Offices Blog

King Law Offices Blog

Discusses traffic matters, family law, criminal law, wills and estate planning and personal injury law as it relates to North Carolina and South Carolina.

http://kinglawoffices.com/blog/
  • Nov 4

    Our Shelby Office Has Moved!

    Our Shelby Office Has Moved!
    King Law Offices, known locally as King, Crotts, Duncan & Jaynes, has moved it’s Shelby office from 221 South Lafayette Street,  #4,  to 131 West Marion Street., directly across from the upcoming Farmer’s Market.…
  • Oct 14

    Brian King Teaching Small Biz Law Basic

    Brian King Teaching Small Biz Law Basic
    King, Crotts, Duncan & Jaynes would like to thank Bobbie Young and the team at REAL in Marion for providing an opportunity for Brian W. King to teach the fundamental business law practices for new businesses here in McDowell County and…
  • Oct 9

    Announcing a new location in Hickory NC

    Announcing a new location in Hickory NC
    FOR IMMEDIATE RELEASE King Crotts Duncan & Jaynes, known locally as King Law Offices, is proud to announce the grand opening of it’s newest location in Hickory, North Carolina. The opening of the firm’s sixth location…
Rank this Week: 3262

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: 4625

Sanders Law Firm Blog

Sanders Law Firm Blog

Covers North Carolina law.

http://www.kirksanderslaw.com/blog
  • Oct 31

    Undue Influence: Grounds for Contesting a Will

    Undue Influence: Grounds for Contesting a Will
    Tags: undue influencegrounds for contesting a willOne of the claims to contest a will is Undue Influence. The WillCaveat.com post link below discusses the Undue Influence challenge as grounds for contesting a will. North Carolina courts…
  • Oct 20

    Attorney Referral fee for North Carolina Case

    Attorney Referral fee for North Carolina Case
    Tags: nc attorney referrallawyer referral in north carolinaRecently, Kirk Sanders of Sanders Law Firm PLLC had the pleasure of delivering an $80,000.00 attorney fee to co-counsel in a Power of Attorney Abuse case.  Kirk Sanders…
  • Oct 16

    Building a Home & Picking a Contractor

    Building a Home & Picking a Contractor
    Tags: Building a homeconstruction projects lawyer Winston-SalemBuilding a house or doing addition work is one of the largest single investments a person can make in their lifetime. It's the time for you to do research. Know how much you…
Rank this Week: 3763

Your Texas Estate Plan

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

http://www.yourtexasestateplan.com/
  • Oct 31

    Spooky IRA Deadline

    Spooky IRA Deadline
    You can't fight time. Don't try. We've talked before about the tax ramifications of halloween candy, but today I want to let you know if something much spookier: the October 31 deadline of notifying your inherited IRA custodian if a…
  • 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…
Rank this Week: 4528

Lambert and Williams Law Blog

Lambert and Williams Law Blog

Focuses on personal injury, estate, & marine law.

http://www.lambertandwilliams.com/posts
  • Oct 31

    Common Injuries Following an Auto Collision

    Common Injuries Following an Auto Collision
    On average there are 52,000 casualty crashes (crashes resulting in injuries or death, according to ICBC) each year in British Columbia. In a survey released in August 2014, ICBC recorded roughly 260,000 crashes in BC in 2013. There were…
  • Oct 27

    Must the Captain Always Go Down with His Ship?

    Must the Captain Always Go Down with His Ship?
    This is an article by Darren Williams, a founding partner of Lambert and Williams. Darren has written and published over 100 articles on maritime law in Canada. This article was originally published in February 2012.  If…
  • Oct 19

    Are You Aware of BC’s New Distracted Driving Penalties?

    Are You Aware of BC’s New Distracted Driving Penalties?
    As of Monday, October 20th, it is official: if you are anywhere in BC and you are caught by police driving while texting or handling any kind of electronic device, you stand to receive three demerit points on your BC driver license. These…
Rank this Week: 3056

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

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

    Does a Revocable Living Trust Reduce Income Tax Responsibility?

    Does a Revocable Living Trust Reduce Income Tax Responsibility?
    The revocable living trust is a very useful estate planning tool. These trusts are widely utilized by people who do not consider themselves to be wealthy. Revocable living trusts allow for efficient control of assets while you are living.…
  • Oct 22

    Does the State Take My Assets If I Go on Medicaid?

    Does the State Take My Assets If I Go on Medicaid?
    You may not think about this program when you are planning for retirement, but in reality, Medicaid is very important for a significant percentage of senior citizens. Yes, Medicaid is a program that is in place to help people with very…
  • Oct 15

    Free Report: What is a Living Will in North Carolina?

    Free Report: What is a Living Will in North Carolina?
    A living will is called an advance directive for health care. It is not the only advance directive that should be included within your estate plan. There is another advance directive that is widely utilized called a durable power of attorney…
Rank this Week: 3496

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: 3746

The Helpful Lawyer

The Helpful Lawyer

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

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

    Learn How To Effectively Co-Parent – Part 3

    Learn How To Effectively Co-Parent – Part 3
    Learn How To Effectively Co-Parent It is important to learn how to effectively co-parent because it will prevent children from being “Caught In The Middle” when parents get divorced. Research suggests both difficult and promising…
  • Oct 8

    Learn How To Effectively Co-Parent – Part 2

    Learn How To Effectively Co-Parent – Part 2
    Learn How To Effectively Co-Parent It is important to learn how to effectively co-parent because it will prevent children from being “Caught In The Middle” when parents get divorced. Research suggests both difficult and promising…
  • Oct 6

    Here Is How To Be A Better Friend – Part 2

    Here Is How To Be A Better Friend – Part 2
    Friends: people who know you well, but like you anyway. Unknown In this 2 part post, I listed 25 ideas I have seen on what it takes to be a better friend. Would love to hear you ideas or suggestions to add to or improve this list 1. Always be…
Rank this Week: 3065

Back in the Black Hills

Back in the Black Hills

Covers South Dakota criminal law, family law and estate planning issues. By Tana Fye.

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

    Rural Areas Need More Lawyer

    Rural Areas Need More Lawyer
    I live and work primarily in rural Nebraska, but am from the Rapid City area of South Dakota.  And I hear about and see first hand that there is a shortage of lawyers able to handle the caseload that exists.  The American Bar…
  • Jan 4

    ICWA and the SCOTUS

    ICWA and the SCOTUS
    For only the second time, the Supreme Court of the United States will hear a case involving the Indian Child Welfare Act (ICWA).  This Reuters article describes the situation as a "human tragedy," which pretty much can describe any case…
  • Oct 9

    First Amendment, Pastors, and the IRS

    First Amendment, Pastors, and the IRS
    I thought that this story (here and here) was fascinating.  Currently churches can lose their 501(c)(3) status if the pastor endorses candidates, as the church is no longer purely a religious organization.
Rank this Week: 3679

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Oct 6

    Thoughts about Estate Assist, a “digital safe deposit box”

    Thoughts about Estate Assist, a “digital safe deposit box”
    Does Estate Assist solve probate and estate problems for Florida residents? A brief look at Estate Assist and lingering questions. The post Thoughts about Estate Assist, a “digital safe deposit box” appeared first on…
  • Oct 6

    Thoughts about Estate Assist, a “digital safe deposit box”

    Thoughts about Estate Assist, a “digital safe deposit box”
    Does Estate Assist solve probate and estate problems for Florida residents? A brief look at Estate Assist and lingering questions.
  • Aug 4

    Who has priority to act as personal representative in Florida?

    Who has priority to act as personal representative in Florida?
    If there is NO Last Will and Testament, the Florida Statutes indicate who has priority to act as personal representative (PR) and the law aligns with common sense. Florida Statute 733.301 733.301 Preference in appointment of personal…
Rank this Week: 4461

Weiss Berzowski Brady LLP Blog

Weiss Berzowski Brady LLP Blog

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

http://www.wbb-law.com/multimedia/blog
Rank this Week: 4466

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/
  • Sep 25

    What Is the Difference Between a Private Foundation and a Public Charity?

    What Is the Difference Between a Private Foundation and a Public Charity?
    An Estate Planning FAQ with Mary E. Vandenack. Private foundations and public charities are both tax exempt entities under section 501c3 of the Internal Revenue Code. The differences are that a public charity qualifies for a little more in…
  • Sep 24

    How Do I Form a 501c3 Public Charity?

    How Do I Form a 501c3 Public Charity?
    An Estate Planning FAQ with M. Thomas Langan II. A 501(c)(3) public charity is a non-profit organization that is exempt from federal income tax. These organizations must be organized and carried out for certain exempt purposes, which include…
  • Sep 23

    What Is a 501c3?

    What Is a 501c3?
    An Estate Planning FAQ with Mary E. Vandenack. 501(c)(3) is actually a section of the tax code that provides for the ability of an entity to fit into certain parameters and claim tax exempt status. In the section 501(c)(3) there…Read…
Rank this Week: 3251

Freed Marcroft Blog

Freed Marcroft Blog

Covers Connecticut estate planning, family, real estate, litigation, business and non-profit planning, and LGBT immigration law.

http://freedmarcroft.com/category/blog/
  • Sep 19

    Freed Marcroft Hosts Judges from the Strong Cities, Strong Communities (SC2) Challenge

    Freed Marcroft Hosts Judges from the Strong Cities, Strong Communities (SC2) Challenge
    On Thursday evening, Freed Marcroft was honored to host Hartford city officials, representatives of the federal Economic Development Administration (EDA), and judges from both the Evaluation Panel and Selection Committee of the Strong Cities,…
  • Sep 11

    Special Needs Trusts Are Not Only For Wealthy Familie

    Special Needs Trusts Are Not Only For Wealthy Familie
    We were recently invited to attend the Connecticut Department of Development Services Resource Fair Family Forum Open House at the Channel 3 Kids Camp. The goal of the open house was to help families secure resources related to developmental…
  • Aug 13

    Supplemental Needs Trusts for Special Family Member

    Supplemental Needs Trusts for Special Family Member
    One major concern for families who have a family member with special needs is what happens to that person when his or her primary caregiver or advocate, often a parent or family member, passes away or is unable to continue as the primary…
Rank this Week: 2890

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/
  • Sep 18

    Vermont’s Star Chamber Blacklists The Poor

    Vermont’s Star Chamber Blacklists The Poor
    Imagine living in a Vermont where you, without any notice, are put on a secret government blacklist so that you are prohibited for life from earning a livelihood in hundreds of occupations. Imagine the only way to be removed from the…
  • Mar 20

    What you should know about employment discrimination

    What you should know about employment discrimination
    What you should know about employment discrimination Employers and employees are usually aware that discrimination in the work place is illegal. The definition of illegal discrimination, however, can be difficult to understand. As I have…
  • Mar 20

    What you should know about employment discrimination

    What you should know about employment discrimination
    What you should know about employment discrimination Employers and employees are usually aware that discrimination in the work place is illegal. The definition of illegal discrimination, however, can be difficult to understand. As I have…
Rank this Week: 4301

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: 4721

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/
  • Sep 5

    Retainage in New Jersey Construction Law

    Retainage in New Jersey Construction Law
    Retainage in New Jersey Construction Law One of the areas which our construction lawyers often address is retainage. The Use Retainage in New Jersey Construction Law Retainage is an important device in construction law. Our attorneys…
  • Aug 29

    Payroll Withholding Tax Basics for Both Employers and Employee

    Payroll Withholding Tax Basics for Both Employers and Employee
    Requirements regarding withholding payroll taxes are something that every business owner should be familiar with, particularly businesses which handle their own payroll internally (as opposed to outsourcing to a payroll company). Employers…
  • Aug 6

    New Jersey's Use Tax

    New Jersey's Use Tax
    New Jersey's Sales and Use Tax Act is most often cited to refer to sales taxes while the use tax http://www.state.nj.us/treasury/taxation/pdf/pubs/sales/anj7.pdf tends to be less well known. When goods or services are purchased outside of…
Rank this Week: 2450

Duffy Law Office

Duffy Law Office

Covers estate planning and elder law in Iowa.

http://www.duffylawoffice.com/blog/
  • Aug 21

    Why Is Incapacity Planning Important?

    Why Is Incapacity Planning Important?
    Everyone should have an incapacity component embedded within a broader estate plan. In this post we will look at the importance of incapacity planning. Aging of the Population People are living longer and longer lives. The average life span…
  • Aug 19

    Can Medicaid Take My Home?

    Can Medicaid Take My Home?
    When you plan your estate, you work with an estate planning attorney to devise a strategy for transferring your assets after you pass away. However, if you want to be comprehensively prepared for the future, you should consider the…
  • Aug 14

    Can a Trust Be Used to Complete a Medicaid Spend Down?

    Can a Trust Be Used to Complete a Medicaid Spend Down?
    Medicare will help with your medical expenses when you reach the age of eligibility if you qualify, but the program will not pay for long-term care. This is a problem for most people, because long-term care is quite expensive. The average…
Rank this Week: 3054

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

http://www.sofloridaestateplanning.com/
  • Aug 19

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong
    As I’ve written recently, the Uniform Law Commission approved the Uniform Fidicuary Access to Digital Assets Act. The act can be found on the Committee’s website, along with supplmenetal material, such as prior drafts, comments,…
  • Aug 3

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate
    Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes…
  • Jul 17

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
    I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law…
Rank this Week: 3779

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/
  • Aug 11

    Why is There a Bypass Trust in Most Estate Plans? To Save Federal Estate Taxes on the Second Death.

    Why is There a Bypass Trust in Most Estate Plans? To Save Federal Estate Taxes on the Second Death.
    1. Each US citizen has a lifetime exclusion amount from estate taxes of $5,340,000 (this amount adjusts for inflation each year). 2. There is an unlimited marital deduction for gifts from a deceased spouse to a surviving spouse who is a…
  • Feb 1

    When Litigating a Will or Trust Contest in California, What Evidence do I look for?

    When Litigating a Will or Trust Contest in California, What Evidence do I look for?
    A typical case will involve a family member contacting me to complain about the dispositions in a will or trust of a deceased relative, with allegations that another family member or a caregiver "got" to the deceased relative to unduly…
  • Feb 1

    Undue Influence in California Will and Trust Contest

    Undue Influence in California Will and Trust Contest
    California defines undue influence in the Civil Code. Specifically, Civil Code Section 1575 states: "Undue influence consists: 1. In the use, by one in whom a confidence is reposed by another, or who holds a real or apparent authority over…
Rank this Week: 4366

Rhode Island Estate Planning and…

Rhode Island Estate Planning and Elder Law Blawg

Covers elder law, medicaid planning, disability planning, tax planning, guardianship, wills, trusts, asset protection, and probate. By Matthew Fabisch.

http://riestateplanning.blogspot.com/
  • Jul 29

    Who takes care of my estate if there is no will?

    Who takes care of my estate if there is no will?
    Continuing with our recent theme of Rhode island probate basics, today's post explains who takes care of (administers) your estate if you don't have a will.If there is no will, then the decedent has not properly named someone…
  • Jul 10

    What is Probate?

    What is Probate?
    Probate is a legal process where a court overseas the distribution of assets left by a deceased person. Assets are anything of value, like real estate, investments, collections, household goods and furnishings, or any other item of value that…
  • Aug 27

    When Should You Purchase a Long Term Care Insurance Product

    When Should You Purchase a Long Term Care Insurance Product
    The younger you purchase a policy, the lower the premiums will be. But if you are in your 40s, do you want to purchase insurance that you are unlikely to need for 40 years? Given the changes in the long-term care market place and in…
Rank this Week: 3321

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: 5008

Michigan Asset Protection Lawyer…

Michigan Asset Protection Lawyer Blog

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

http://www.michiganassetprotectionlawyerblog.com/
Rank this Week: 3736

The Edwards Law Firm Blog

The Edwards Law Firm Blog

Covers Florida estate planning.

http://www.edwardslawfirm.com/blog/
  • Jun 27

    Covering the Transfer of Assets for Medicaid

    Covering the Transfer of Assets for Medicaid
    One of the most confusing aspects of eldercare law is qualifying for Medicaid coverage. The laws change often and each state has its own guidelines. Make the wrong decision, and you could pay high penalties. The five year look back period is…
  • Jun 25

    The Line Between Medical Privacy and Legal Disclosure

    The Line Between Medical Privacy and Legal Disclosure
    In recent years, we’ve seen a big push towards better consumer protections. Whether it’s the rigid HIPAA law or parts of the ACA that allows patients/consumers to request their doctors to not report diagnoses to insurance…
  • Jun 13

    The Tampa Bay Franchise Without Malcolm Glazer

    The Tampa Bay Franchise Without Malcolm Glazer
    While many of us were following the Donald Sterling brouhaha and waiting to see what, if anything, the NBA will be able to legally force him to do, the Glazer family patriarch passed away. For those who don’t know, the Glazer family has…
Rank this Week: 3265

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: 3785

Florida Estate Planning and…

Florida Estate Planning and Probate Law

Covers changes in Florida law in the area of estate planning, tax law and probate law. By Marc J. Soss.

http://blog.fl-estateplanning.com
  • Jun 6

    CAN MY FLORIDA IRREVOCABLE TRUST BE TERMINATED

    CAN MY FLORIDA IRREVOCABLE TRUST BE TERMINATED
    In February 2014, the Florida Second District Court of Appeal in the case of Peck v. Peck (Case no. 2D13-113. Fla. 2d DCA Feb. 26, 2014) affirmed a trial court ruling that, if the settlor and all beneficiaries of an irrevocable trust…
  • Jun 5

    IOWA COURT UPHOLDS FLORIDA POSTNUP AGREEMENT

    IOWA COURT UPHOLDS FLORIDA POSTNUP AGREEMENT
    The Iowa Supreme Court has ruled that a Florida postnuptial agreement, executed two decades earlier when the couple were living in Florida, waiving rights to each other's property was valid.  The court ruled that the surviving…
  • Jun 5

    ARE CUSTODIAL ACCOUNTS THE BEST SAVINGS OPTION FOR A CHILD

    ARE CUSTODIAL ACCOUNTS THE BEST SAVINGS OPTION FOR A CHILD
    Family members (parents, grand-parents and relatives) are constantly looking for the best way to gift and save money for their relatives (usually children).  One commonly used option is a "custodial account" (established…
Rank this Week: 3355

Davidov Law Group

Davidov Law Group

Covers new York elder law and estate planning.

http://www.davidovlaw.com/blog/
  • May 29

    What Is the Difference Between a Guardianship and a Power of Attorney?

    What Is the Difference Between a Guardianship and a Power of Attorney?
    A comprehensive estate plan will include an incapacity planning component. A significant percentage of senior citizens become incapacitated to one extent or another. While there are other causes of incapacity, around 45 percent of those who…
  • May 28

    Do I Control Assets Placed Into a Revocable Living Trust?

    Do I Control Assets Placed Into a Revocable Living Trust?
    It is important to understand all of your options when you are planning your estate. You may automatically assume that you should use a last will. While you can certainly go this route, you may also want to consider the creation of a…
  • May 27

    What Is the Five-Year Medicaid Look-Back?

    What Is the Five-Year Medicaid Look-Back?
    As you get older, you may begin to think long and hard about the eventualities of aging. When you look at the statistics, you will find that most American senior citizens will need help with their day-to-day needs eventually. Long-term care…
Rank this Week: 3043

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: 4964

Edwards Elder Law, P.A. Blog

Edwards Elder Law, P.A. Blog

Covers assisted living, elder law, estate planning, and long term care.

http://www.edwardselderlaw.com/blog/
  • May 12

    An Assisted Living Community Is Not The Same Thing As A Nursing Home

    An Assisted Living Community Is Not The Same Thing As A Nursing Home
    Many of my clients are unfamiliar with the concept of assisted living communities.  In their minds the choices if they can no longer live independently at home are to move in with one of their adult children or to be … Continue…
  • Apr 28

    The Cottage Is Another Option For Aging in Place

    The Cottage Is Another Option For Aging in Place
    Many times when it becomes apparent that mom or dad can’t safely live along any longer, the first reaction is for the family to consider having mom or dad move in with an adult child.  This is a supportive and … Continue…
  • Apr 14

    Technology Is Becoming A Crucial Resource For Aging In Place

    Technology Is Becoming A Crucial Resource For Aging In Place
    As more and more of us express a desire to remain in our homes as we age, technology is responding with a variety of new ways to keep us safe. For instance, sensors can be placed on appliances such as … Continue reading →
Rank this Week: 4391

Los Angeles Probate and Trust…

Los Angeles Probate and Trust Lawyer Blog

Covers estates, probate and trust administration in California. By Jan Morrison.

http://www.losangelesprobateandtrustlawyer.com/
  • May 10

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2
    Although, joint tenancy will avoid probate, holding property as joint tenants may also have adverse and unexpected consequences. First, a little primer on basis to understand what is meant when we speak about your basis in property.…
  • Apr 19

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1
    Many couples in California, married or not, hold title of their real property as joint tenants. I find this is mainly the result of not consulting a legal professional when purchasing the property. The property sales paperwork they receive…
  • Apr 7

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?
    I was out to dinner the other night and overheard a brother and sister discussing their father and his new young bride and her pregnancy. The conversation started in muted whispers however, it didn't take long until their voices got...
Rank this Week: 3914

KYEstates.com

KYEstates.com

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

http://kyestates.com
  • May 8

    Series at Stites on Estates on Using GRATs to Plan for Business Upside

    Series at Stites on Estates on Using GRATs to Plan for Business Upside
    Stites on Estates is off to a fun start, and we’ve written a series on grantor retained annuity trusts. Part 1 provides a brief overview of how GRATs work. Part 2 provides a case study of how an entrepreneur in a very risky, high…
  • Apr 9

    The Conversation Continues at Stites on Estate

    The Conversation Continues at Stites on Estate
    On January 6, 2014 I joined Stites & Harbison PLLC as a Member, leading the Trusts & Estates practice in their Louisville office.  I’m very excited to continue the conversation started at KYEstates.com at Stites on Estates,…
  • Dec 5

    Your Publisher’s New Opportunity at PNC Wealth Management

    Your Publisher’s New Opportunity at PNC Wealth Management
    I am excited to share the news that I am joining PNC Wealth Management on December 28, 2010 as a Senior Wealth Planner in their Louisville office.
Rank this Week: 4065

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: 3840

Legacy Planner Blog

Legacy Planner Blog

Covers estate planning, business planning, asset protection and business succession. By Karen Brady.

http://legacyplannerblog.com
  • Apr 21

    Special Needs Trusts for Disabled Beneficiarie

    Special Needs Trusts for Disabled Beneficiarie
    As we see the greying demographics take shape, more older parents are coming in to our office to make arrangements for their adult disabled children. Last week's couple were a joy to work with, but I was a little anxious that they had waited…
  • Jan 6

    Kudos and thoughts on keeping an estate open

    Kudos and thoughts on keeping an estate open
    Today's mail brought a pleasant testimonial from a client who wrote: "Karen has me for more than ten years on my mother's will and related matters. As issues have arisen she has always been there to help and provide the sound advice I…
  • Oct 28

    Business Lawyers Should be Risk Reducers Not Deal Killer

    Business Lawyers Should be Risk Reducers Not Deal Killer
    Mike Moore over at legalproductivity.com usually writes for lawyers. But this post on how a <a href="http://www.legalproductivity.com/practice-management/the-worst-business-lawyer/" target="" …
Rank this Week: 4057

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/
  • Apr 10

    Dangers of Do It Yourself Wills and Trust

    Dangers of Do It Yourself Wills and Trust
    In a previous post, I discussed An Example of What Can Go Wrong When You Make Your Own Will, as well as an article, Consumer Reports: Write Your Own Will? We tested 3 software products that claim to help you … Continue reading →
  • Jan 20

    An Example of What Can Go Wrong When You Make Your Own Will.

    An Example of What Can Go Wrong When You Make Your Own Will.
    Do-it-yourself Wills: a sad story of planning gone wrong.  Here is a case study by Janet L. Brewer, detailing some of the bad things that can happen when you make your own Will. Read about John, widow and father, faced … Continue…
  • Nov 24

    What to Do with Your Business When You Die or Retire

    What to Do with Your Business When You Die or Retire
    Business Succession Planning Business succession planning is the process of providing for the passage of ownership and control of your business to others when you decide to retire, or if you should die or become incapacitated. Planning for…
Rank this Week: 3549

Allegedly A Blog of Michigan law…

Allegedly A Blog of Michigan law and other legal miscellany

Covers, employment law, estate planning and Michigan legal news.

http://www.tdafoe.com/
Rank this Week: 2834

John Rogers Burk

John Rogers Burk

Covers estate planning and elder law in California.

http://www.roseville-estate-planning.com/blog/
  • Mar 11

    Your Child’s Inheritance

    Your Child’s Inheritance
      Many people give little thought to the details of leaving behind their estate.  They figure if they’ve drawn up a Will, the matter is settled and requires no more thought.  If you have children, however, there is more…
  • Mar 6

    Portability–Using Your Deceased Spouse’s Estate Tax Exemption

    Portability–Using Your Deceased Spouse’s Estate Tax Exemption
      I recently appreciated being able to use this IRS Revenue Procedure to help a client.  However, it does have one important requirement that is time-sensitive. In amendments to the Internal Revenue Code in December 2010…
  • Feb 25

    What You Need to Know About Being a Trustee

    What You Need to Know About Being a Trustee
    It can be intimidating to be named a Trustee.  It is a big responsibility to be entrusted with a person’s assets.  Likely you’ve been named a successor Trustee, meaning your responsibilities don’t begin until the…
Rank this Week: 3058

GTH Estate Planning Blog

GTH Estate Planning Blog

Covers Washington estate planning and family law issues. By Gordon Thomas Honeywell.

http://www.gthestateplanning.com/
  • Feb 13

    We have common-law marriage, right?

    We have common-law marriage, right?
    People tend to throw around the term "common-law marriage" to refer to couples who have lived together for a long time. The implication is that by living together, without getting the legal document, the spouses have acquired some rights in…
  • Feb 6

    Update your beneficiary designation

    Update your beneficiary designation
    When you get a new job, you have to fill out a lot of forms. There are a lot of choices to make. Often, one of those is picking a beneficiary designation for your 401(k). Or perhaps years ago you started a retirement account with a lovely…
  • Jan 30

    Estate planning in your 20s and 30

    Estate planning in your 20s and 30
    Most people in their first few decades don't have any estate planning done, and certainly don't have it at the top of their to-do list. But there are good reasons a person in their 20s or 30s should consider putting their intentions in…
Rank this Week: 4347

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: 3189

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

Covers Ohio estate planning, trust and probate law. By Bradley B. Wrightsel.

http://wrightsel.blogspot.com/
  • Jan 28

    Quick Overview of 2014 Federal Estate and Gift Tax Amount

    Quick Overview of 2014 Federal Estate and Gift Tax Amount
    The federal estate tax exemption amount is $5,000,000 and is adjusted annually for inflation. This year the exemption amount increases to $5.34 million. This means that a married couple can protect up to $10.68 million. The estate tax rate is…
  • Jan 2

    Avoiding the Fiscal Cliff – Estate Taxe

    Avoiding the Fiscal Cliff – Estate Taxe
    With the Senate tax bill passing the House, it is expected that it will be signed into law. It does not appear that there was a lot of focus on the estate tax. Considering that most tax revenue is generated by the income tax, it is not…
  • Jun 13

    Columbus Bar Association 2012 Annual Meeting

    Columbus Bar Association 2012 Annual Meeting
    This Friday, June 15, at noon is the Annual Meeting of the Columbus Bar Association (CBA). Current CBA President, David Bloomfield will preside and be sworn in as Immediate-Past President. Brad Wrightsel will be sworn in as President, and…
Rank this Week: 3831

Law Offices of Saul Kobrick, P.C.…

Law Offices of Saul Kobrick, P.C. Blog

Covers New York estate planning and elder law.

http://www.kobricklaw.com/blog/
  • Jan 27

    Do You Need a Living Trust?

    Do You Need a Living Trust?
    Many clients are confused about the role a living trust can play in their estate planning efforts. A trust is created so that assets or property can be moved to the trustee who’s named in the living trust. Many don’t like the idea…
  • Jan 24

    What is Probate in New York and is it Necessary?

    What is Probate in New York and is it Necessary?
    It’s not uncommon for there to be a bit of confusion when it comes to the legalities associated with probates, wills and estate planning. It can be overwhelming, especially when you’re either trying to deal with overload due to…
  • Jan 22

    The Intimacy of Estate Planning

    The Intimacy of Estate Planning
    The last thing many people would equate to intimacy is estate planning. Just ask anyone who’s ever had to face reality after a terminal illness or devastating accident, they will tell you that things become very personal faster than you…
Rank this Week: 3245

Byrd Garrett PLLC Blog

Byrd Garrett PLLC Blog

Covers Washington elder law, estate planning, and long term care.

http://www.byrdgarrett.com/blog/
  • Jan 27

    A Family History is Often the Most Valuable Part of Your Legacy

    A Family History is Often the Most Valuable Part of Your Legacy
    In survey after survey, people report that the most important thing they can receive from their parents or grandparents as an inheritance is a legacy of family stories and personal histories. While many people think that inheritance and…
  • Jan 27

    A Family History is Often the Most Valuable Part of Your Legacy

    A Family History is Often the Most Valuable Part of Your Legacy
    In survey after survey, people report that the most important thing they can receive from their parents or grandparents as an inheritance is a legacy of family stories and personal histories. While many people think that inheritance and…
  • Jan 27

    Differences in Advance Directive Laws Highlighted by Recent Texas Case

    Differences in Advance Directive Laws Highlighted by Recent Texas Case
    A Texas case involving a pregnant woman is drawing renewed attention to state laws about advance directives, incapacitated people, pregnancy, and the ability to make medical choices. In late 2013, Dallas-Fort Worth area paramedic Eric Munoz…
Rank this Week: 3137