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Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/
  • Oct 6

    Types of Custodial Accounts and How They Work on Long Island

    Types of Custodial Accounts and How They Work on Long Island
    There are situations when someone wants to transfer money or other property to a child and for whatever reason, usually to avoid costs, does not want to set up a formal trust. Transferring money directly to a minor may be difficult for many…
  • Sep 29

    Is the Trustee Required to Provide a Copy of the Trust or Financial Record

    Is the Trustee Required to Provide a Copy of the Trust or Financial Record
    Knowing Your Rights as a Long Island Trust Beneficiary While the majority of trusts on Long Island are handled without any issues between the beneficiary and the trustee, there are times where tensions may arise. A big source of tension can…
  • Sep 17

    Is Ingratiating Oneself with an Elderly Person Undue Influence?

    Is Ingratiating Oneself with an Elderly Person Undue Influence?
    When is Friendliness with an Elderly Person Crossing the Line One of the more common themes that people argue when they are contesting a will is that someone who has suddenly become a major beneficiary in the will somehow used undue influence…
Rank this Week: 3773

The Thorpe Law Firm, P.A.

The Thorpe Law Firm, P.A.

Covers Florida real estate law, foreclosure defense, bankruptcy, estate planning and family law.

http://www.thorpelawfirm.com/blog/
  • Oct 5

    Bankruptcy Court Holds Secured Creditors Can Be “Crammed Down” With Below-Market Replacement Note

    Bankruptcy Court Holds Secured Creditors Can Be “Crammed Down” With Below-Market Replacement Note
    On 26 August, 2014, the U.S. Bankruptcy Court in New York State’s Southern District held in the case of MPM Silicones, LLC that it was acceptable for secured creditors to be “crammed down” in chapter 11 bankruptcy plans…
  • Sep 20

    Trump Entertainment Resort Files for Bankruptcy

    Trump Entertainment Resort Files for Bankruptcy
    Trump Entertainment Resorts has filed bankruptcy for the third time. The action represents yet another blow to Atlantic City’s struggling casino gaming industry. The company runs two casinos in the city. With an ever-increasing level of…
  • Aug 25

    Parliament House Files Bankruptcy

    Parliament House Files Bankruptcy
    Parliament House, an iconic gay destination entertainment complex and resort in Orlando, Florida, has filed for bankruptcy. The parent company is currently $15.5 million in debt. Set on 4.5-acres along Orange Blossom Trail, just about one and…
Rank this Week: 2965

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/
  • Oct 5

    State Inheritance and Estate Taxe

    State Inheritance and Estate Taxe
    Nineteen states and D.C. levy and estate or inheritance tax. These taxes can affect California residents.
  • Sep 23

    Taking Parents Off the Hook

    Taking Parents Off the Hook
    The New York Times published an interesting story this weekend on the expectations that parents and children have with respect to inheritances. The article summarized a study published in The Gerontologist last year, in which older adults and…
  • Aug 3

    Too Old to Drive?

    Too Old to Drive?
    Families need to help seniors know when it's time to stop driving. Here's a list of danger signs, self-assessment tests, and resources for families who need to help someone stop driving.
Rank this Week: 3924

Walden & Pfannenstiel Blog

Walden & Pfannenstiel Blog

Covers bankruptcy and estate planning.

http://wplawpractice.com/blog/
  • Sep 30

    Kansas City Bankruptcy Attorneys Here to Help

    Kansas City Bankruptcy Attorneys Here to Help
  • Aug 29

    Suburbia’s Wilting Economy: Johnson County, KS

    Suburbia’s Wilting Economy: Johnson County, KS
    I recently read an article in the JOCO – The Johnson County Government Magazine, titled “The truth about poverty in Johnson County.” While as Bankruptcy Attorneys we deal with people everyday facing financial problems, this…
  • Jul 31

    KWAA Celebrates Silver Conference : 2014

    KWAA Celebrates Silver Conference : 2014
    July 24 – 26, 2014 The Future is Now:  Building on our 25 Years The Kansas Women Attorneys Association celebrated our Silver Anniversary in style! Bethany College and the city of Lindsborg joined in our celebration by providing us…
Rank this Week: 3490

Asset Protection Law Journal

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com
  • Sep 30

    Social Media Explosion Creates Even Greater Urgency for Asset Protection Planning

    Social Media Explosion Creates Even Greater Urgency for Asset Protection Planning
    An interesting article by Cindy Krischer Goodman in the Miami Herald provides some excellent examples of how fortunes today can change in an instant -- due to social media.  For example, racist comments in a private phone conversation…
  • Sep 29

    Ohio Legacy Trust Not Likely To Affect Your Income Taxe

    Ohio Legacy Trust Not Likely To Affect Your Income Taxe
    Clients frequently ask about potential income tax aspects of an Ohio Legacy Trust.  An Ohio Legacy Trust will likely have no effect at all on your income tax situation.  The trust will be structured so that it is a grantor trust…
  • Aug 12

    Debtors Can Face Uphill Battle to Remedy Creditor Mistake

    Debtors Can Face Uphill Battle to Remedy Creditor Mistake
    So many Americans today are facing debt collection efforts that the system often appears to be overwhelmed.  Mistakes seem to be getting more and more common. A recent article by Teresa Dixon Murray in the Cleveland Plain Dealer…
Rank this Week: 4070

Kevin A. Pollock BLAWG

Kevin A. Pollock BLAWG

Covers wills, trusts & estates, guardianships, tax and asset protection planning.

http://willstrustsestates.blogspot.com/
  • Sep 30

    Non Residents of Pennsylvania Can Be Subject to Pennsylvania Inheritance Tax

    Non Residents of Pennsylvania Can Be Subject to Pennsylvania Inheritance Tax
    I frequently get calls from individuals who had a relative pass away with property located in Pennsylvania. Even though the decedent lived somewhere besides Pennsylvania, you should be aware that Pennsylvania reserves the right to tax this…
  • Aug 11

    Non-residents Non-citizens of the US Should Be Careful of How they Invest in Amerian Asset

    Non-residents Non-citizens of the US Should Be Careful of How they Invest in Amerian Asset
    Many individuals who live outside of America like to purchase real estate in America or invest in the U.S. Stock Market.  It can be much safer than in investing in other parts of the world and often times the individual has children who…
  • Aug 8

    Japanese Inheritance Tax vs. US Estate Tax (2014 Update)

    Japanese Inheritance Tax vs. US Estate Tax (2014 Update)
    BRIEF OVERVIEW OFJAPANESE INHERITANCE AND GIFT TAXESvs.AMERICAN ESTATE AND GIFT TAXES(2014 Update)I. Estate TaxesA. America1. Citizens and Permanent Residentsa. Tax on Worldwide property (credit for taxes paid to foreign countries)b.…
Rank this Week: 3005

Estate Planning Blog

Estate Planning Blog

Covering estate planning, elder law, special needs planning, and veteran's benefits in Virginia. By Hook Law Center.

http://www.hooklawcenter.com/blog/
  • Sep 30

    To help prevent elder abuse, address caregiver stress as it emerge

    To help prevent elder abuse, address caregiver stress as it emerge
    Elders are among the most vulnerable populations, and they are at special risk for abuse at the hands of their caregivers. Caregiver stress is one of the biggest contributing factors to elder abuse, and stressed-out caregivers are the most…
  • Sep 22

    How to make homes safer for senior

    How to make homes safer for senior
    Older adults who continue to live independently at home will need a safe space in which to live. Making the home safe is essential for preventing injuries. Each year, around 7,000 elderly people die in accidents at home, while millions more…
  • Aug 31

    Eye and smell tests may make early detection of Alzheimer’s possible

    Eye and smell tests may make early detection of Alzheimer’s possible
    Results of four new research trials suggest that changes to the eyes and ability to smell may be valuable in the early detection of Alzheimer’s.  Reports presented at the 2014 Alzheimer’s Association International Conference…
Rank this Week: 3076

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/
  • Sep 29

    Is it time to revisit your Florida limited liability company’s operating agreement?

    Is it time to revisit your Florida limited liability company’s operating agreement?
    Chapter 605 and the Revised Limited Liability Company Act Effective January 1, 2014, the Florida Revised Limited Liability Company Act (the Act) became the applicable law with respect to the operation of limited liability companies in this…
  • Sep 29

    Hurricane Season brings Emergency Powers to Homeowners and Cooperative Association Board

    Hurricane Season brings Emergency Powers to Homeowners and Cooperative Association Board
    Florida Statute Sections 719.128 and 720.316 are newly created statutes effective July 1, 2014, affording Association board of directors with emergency powers in cooperative associations and mandatory homeowners associations. The boards of…
  • Sep 4

    Are Irrevocable Trusts Really Irrevocable?

    Are Irrevocable Trusts Really Irrevocable?
    Many clients establish irrevocable trusts, or are the beneficiaries of existing irrevocable trusts, which no longer reflect the grantor’s objectives.  Because of changes in the tax laws, the terms of an irrevocable trust may no…
Rank this Week: 2612

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

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

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

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

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust

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

    The Reasons We Give

    The Reasons We Give
    Estate planners often focus on the tax benefits of making a gift, as smart planning can help reduce or eliminate a wide array of taxes on the estate and individual. But if you thought the primary motivation for donor gift-giving was related…
Rank this Week: 4320

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: 2928

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: 3179

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: 3351

Your Texas Estate Plan

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

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

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

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

    Estate tax Repeal Musing

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

    All in the Family: Disputes between relative

    All in the Family: Disputes between relative
    "Family quarrels are bitter things. They don't go according to any rules. They're not like aches or wounds, they're more like splits in the skin that won't heal because there's not enough material."~F. Scott FitzgeraldBackground:In the Texas…
Rank this Week: 3516

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/
Rank this Week: 3791

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/
  • Aug 27

    Philadelphia Court Upholds Stephen Girard's Intention

    Philadelphia Court Upholds Stephen Girard's Intention
    Stephen Girard, late in life Painted by J.R. Lambdin Judge O'Keefe, Administrative Judge of the Philadelphia Court of Common Pleas, sitting in the Orphans' Court Division, issued an opinion and order, dated August 21, 2014, released on…
  • Jun 19

    PA POA Reform legislation on Governor's Desk

    PA POA Reform legislation on Governor's Desk
    On June 18, 2014, the Pennsylvania House of Representatives adopted (193-0) the amended, compromise version of House Bill 1429, in Printer's No. 3708, regarding power of attorney reform.  The adopted legislation was transmitted to the…
  • Jun 16

    PA Power of Attorney Reform Legislation Move

    PA Power of Attorney Reform Legislation Move
    Legislative changes appear afoot regarding Pennsylvania's Power of Attorney laws. On Monday, June 16, 2014, the Pennsylvania Senate adopted (50-0), after three required considerations, a revised version of House Bill 1429, into a new…
Rank this Week: 3070

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • 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…
  • Jul 22

    Court imposes constructive trust for mother's benefit

    Court imposes constructive trust for mother's benefit
    A heartbreaking part of my practice is seeing a child take advantage of an elderly parent. A common scenario is the adult child whose "job" becomes taking care of a parent. The arrangement can benefit both, as the parent receives...
  • May 26

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"
    In In re Hannah, the Houston Forteenth Court of Appeals considered the Texas Estates Code definitions of a "probate proceeding" and a "matter related to a probate proceeding." The case involved a claim by the beneficiary of prior wills…
Rank this Week: 4958

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/
  • Aug 24

    Do I Really Need to do a Title Search?

    Do I Really Need to do a Title Search?
    When someone buys a new home or new property, a title search needs to be conducted to make sure there are no problems with the title of the house or property. For example, if you purchase land that has a lien attached to it, you, as the new…
  • Aug 21

    Local Attorney Brittany Waters Joins Our Firm

    Local Attorney Brittany Waters Joins Our Firm
    Lifelong Cleveland County resident and local attorney Brittany Waters joined King, Crotts, Duncan & Jaynes with a new position in their Shelby office.  Ms. Waters has concentrated her practice around family law, criminal law, and…
  • Aug 19

    How Facebook and Social Media Can Affect your Child Custody Case

    How Facebook and Social Media Can Affect your Child Custody Case
    The majority of people today are, in some way, linked in to social media. This allows families to keep in contact with each other like never before. However, in some child custody situations social media can pose a huge problem. Most child…
Rank this Week: 2915

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: 3881

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: 4161

California Legal Blog

California Legal Blog

Covers business, real estate, estate planning, probate, trusts, wills, intellectual property and civil litigation. By Anker Hymes & Schreiber LLP.

http://ankerhymesschreiberllp.com/
  • Aug 18

    Knowing Your Bottom Line in a Negotiation

    Knowing Your Bottom Line in a Negotiation
    Event: ProVisors Panel on Negotiation Venue: Calabasas Country Club Location: Calabasas, Los Angeles, Ca Speaker: Attorney Douglas Schreiber of Anker, Hymes & Schreiber, LLP Transcription: You need to know your bottom line.  Nowadays…
  • Jun 11

    Art of Negotiation: Starting and Pressure Point

    Art of Negotiation: Starting and Pressure Point
    Event: ProVisors Panel on Negotiation Venue: Calabasas Country Club Location: Calabasas, Los Angeles, Ca Speaker: Attorney Douglas Schreiber of Anker, Hymes & Schreiber, LLP Transcription: Before you go into a negotiation you need to be…
  • Aug 6

    Attorney Larry Hymes Recognized as a Martindale-Hubbell Top Rated Lawyer

    Attorney Larry Hymes Recognized as a Martindale-Hubbell Top Rated Lawyer
    Martindale-Hubbell®  has designated our Estate Planning Attorney in Woodland Hills, Larry Hymes with an AV Preeminent® rating which serves as an objective indicator that a lawyer has demonstrated ethical standards and…
Rank this Week: 3727

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Aug 12

    Caregivers of the Future

    Caregivers of the Future
    When A.I. was released, the movie was met with generally favorable reviews. I liked it, but the movie seemed to be two different films in one. The middle part was an adventure story about a robot seeking to be a human … Continue…
  • May 6

    What Do Nursing Homes Actually Cost?

    What Do Nursing Homes Actually Cost?
    What Do Nursing Homes and Assisted Living Facilities Actually Cost? Most of the planning we do in the elder law area is to help seniors afford the care they need so they don’t run out of money or options before … Continue reading…
  • Apr 24

    The Risks Of Giving Your Home To Your Children

    The Risks Of Giving Your Home To Your Children
    Some parents consider transferring ownership of their homes to their children. Why? Many believe that it is a classic win-win situation. They can continue to live in the house, while at the same time reduce the value of their estate ……
Rank this Week: 4686

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: 2564

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
Rank this Week: 4967

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: 3772

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: 4536

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: 4308

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: 2924

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: 3626

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: 3882

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: 4524

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 23

    PA same-sex marriage decision means inheritance tax saving

    PA same-sex marriage decision means inheritance tax saving
    Same-sex marriage has come to Pennsylvania due to this week’s court ruling and Governor Corbett’s decision not to appeal the ruling. This new development has wide-spread implications for estate planning and elder law, affecting…
  • Mar 20

    “Observation” status for Medicare patients: what to do about it

    “Observation” status for Medicare patients: what to do about it
    Here is an issue that comes up again and again with Medicare patients who go to the hospital. You think you have been admitted, only to  find out that the hospital has classified you under “observation” status. It makes an…
  • Mar 6

    Savings bonds and Medicaid – what should I do when Dad applies for benefits?

    Savings bonds and Medicaid – what should I do when Dad applies for benefits?
    For generations, savings bonds have been purchased for newborns and retirees alike as an investment in the future. While savings bonds aren’t a complex investment vehicle, bonds that aren’t properly handled can cause Medicaid…
Rank this Week: 3411

Massachusetts Estate Planning,…

Massachusetts Estate Planning, Probate & Elder Law

Features a blend of common sense info for clients and family caregivers and in-depth probate, tax and Medicaid analysis for lawyers & CPAs. By Brian E. Barreira.

http://elderlaw.info/
Rank this Week: 4637

Trust Matters Most

Trust Matters Most

Covers family law, divorce, bankruptcy, and specific Pennsylvania law changes. By Reese, Samley, Wagenseller, Mecum & Longer, P.C.

http://www.trustmattersmost.com/blog
  • May 15

    Why Schedule A Consultation?

    Why Schedule A Consultation?
    Many initial calls by potential clients to attorneys’ offices result with a question “do I have a case or not”.  While it may seem like a very basic question, a majority of wisdom and advice you may receive from an…
  • May 15

    Divorce in Pennsylvania

    Divorce in Pennsylvania
    There are a myriad of considerations when it comes to the divorce process.  Depending upon the circumstances of your situation, the process can range from relatively simple and inexpensive to very complex and unfortunately, very…
  • Mar 21

    Why Does Divorce Skyrocket from January to March?

    Why Does Divorce Skyrocket from January to March?
    All over the U.S., lawyers are talking about the increased number of divorce cases they see in January. While December is usually the year’s low, January numbers shoot up and remain that way through March. What’s behind this…
Rank this Week: 3081

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

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

    Estate Planning and Portability

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

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

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

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

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
Rank this Week: 3451

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: 3346

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: 4196

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: 4903

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: 4924

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: 2858

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/
  • Apr 8

    401(k) Beneficiary Problems for Palm Springs Resident

    401(k) Beneficiary Problems for Palm Springs Resident
    As Palm Desert estate planning attorneys, we frequently see clients with beneficiary designation issues. A recent article in the Wall Street Journal highlights this integral part of estate planning. A Will or Trust is very important but will…
  • Mar 10

    Estate Planning Lessons from the Rich and Famou

    Estate Planning Lessons from the Rich and Famou
    Some celebrity estates are embroiled in the media and legal battles while others remain private and relatively peaceful. Here are some lessons learned from the estates of the rich and famous. Fund Your Revocable Trust Recently deceased Paul…
  • Mar 7

    Bankruptcy Can Spoil Your Estate Plan if You Deed Property to Children

    Bankruptcy Can Spoil Your Estate Plan if You Deed Property to Children
    As estate planning lawyers in Palm Springs, we frequently get asked by clients to prepare deeds transferring property to children. As we have previously discussed, using deeds as an estate plan is very risky and not recommended. A recent…
Rank this Week: 3660

Florida Probate Litigation…

Florida Probate Litigation Attorney Blog

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

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

    Actor's death exemplifies the importance of guardianship

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

    Undue influence can often lead to financial exploitation

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

    Florida suit seeks to protect surviving spouse in gay marriage

    Florida suit seeks to protect surviving spouse in gay marriage
    Eight couples in Florida recently filed a lawsuit against the state, claiming that Florida's ban on gay marriage violates their rights under the U.S. Constitution. The couples, each living in Florida, but married in another state that…
Rank this Week: 4659

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: 3048

Walker Lambe

Walker Lambe

Covers North Carolina elder law and estate planning.

http://www.organizeyourassets.com/blog/
  • Mar 13

    Four Reasons Estate Planning Matters More than Ever for Women

    Four Reasons Estate Planning Matters More than Ever for Women
    Today, women exercise more financial power than ever before. The number of women in the workplace has tripled in the last fifty years. Meanwhile, the real median income of women has increased by sixty-three percent, while that of men has…
  • Mar 13

    Four Reasons Estate Planning Matters More than Ever for Women

    Four Reasons Estate Planning Matters More than Ever for Women
    Today, women exercise more financial power than ever before. The number of women in the workplace has tripled in the last fifty years. Meanwhile, the real median income of women has increased by sixty-three percent, while that of men has…
  • Feb 4

    Estate Planning: What about my pet?

    Estate Planning: What about my pet?
    You may have an aging relative who is showing signs of loneliness, or you may yourself be a senior in need of companionship. In these situations, many people consider adopting or purchasing a dog or a cat. Animals can provide love, comfort…
Rank this Week: 3883

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: 3884

Michigan Estate Planning

Michigan Estate Planning

Covers estate planning issues for consumers. Published by Andy Richards of Smith Bovill P.C.

http://michiganestateplanning.blogspot.com/
  • Mar 9

    Should You have a “Ladybird” Deed?

    Should You have a “Ladybird” Deed?
    Twenty-five years ago, I was covering for an astute, senior partner at my first law firm employment. I got a call from the title company questioning a deed he had drafted. His proposed form of conveyance purported to convey all but a "life…
  • Feb 25

    New Michigan Law Avoids “Uncapping” in Family Transfer

    New Michigan Law Avoids “Uncapping” in Family Transfer
    Two years ago in March, I reported here on the Klooster v City of Charlevoix case, which addressed the issue of "uncapping" in a real estate transaction between family members. 1994 amendments to the Michigan Real Property Tax, placed a…
  • Jan 4

    Congress Finally Gives us Answers on Estate and Gift Tax

    Congress Finally Gives us Answers on Estate and Gift Tax
    To quote former President Gerald Ford, with respect to the Federal Estate and Gift Tax: "our long, national nightmare is over." Late on January 1, Congress enacted "The American Taxpayer Relief Act of 2012." I won't go into great detail…
Rank this Week: 4168