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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Feb 19

    Did Carrie Fisher Predict Her Own Death?

    Did Carrie Fisher Predict Her Own Death?
    Singer James Blunt made a chilling discovery while he was staying at Carrie Fisher’s home to record his debut “Back to Bedlam” album. Placed outside the room he was staying in, Blunt claims that Fisher had a Princess Leia cardboard...
  • Feb 19

    Article on New DOL Fiduciary Rule & Estate Planner

    Article on New DOL Fiduciary Rule & Estate Planner
    Jamie P. Hopkins recently published an Article entitled, Be Wary When Giving Investment Advice to Clients: Estate Planners May Run Afoul of the Department of Labor’s New Rule, Tr. & Est. (Feb. 2017). Provided below is an abstract of…
  • Feb 18

    Americans Retiring Abroad Must Plan Ahead

    Americans Retiring Abroad Must Plan Ahead
    As many Americans look to retire overseas, they will need to seek advice on the best way to plan for their ultimate destination. Between 2010 and 2015, the number of Americans receiving Social Security benefits abroad jumped from 400,000…
Rank this Week: 109

Florida Elder Law and Estate…

Florida Elder Law and Estate Planning

Provides news and views on current topics in elder law, estate planning, wills and trusts, caregiver issues, probate and estate administration, Medicaid and Veterans benefits, other issues of importance to seniors and their families. By Joseph S. Karp.

http://karplaw.blogspot.com/
  • Feb 18

    Medicare staff still using improvement standard to deny claim

    Medicare staff still using improvement standard to deny claim
    Medicare beneficiaries must be covered for skilled nursing, home health and outpatient therapies if the services help them maintain their level of functioning, even if the patient is not "improving." This was made clear in the Jimmo…
  • Feb 10

    Trump executive order creates more uncertainty for retirement advisor fiduciary rule

    Trump executive order creates more uncertainty for retirement advisor fiduciary rule
    As I explained in my June 2016 post, a Department of Labor policy, originally set to go into effect April 1, requires brokers giving advice on retirement accounts to put their clients' best interests above their own. For example, given the…
  • Feb 5

    What's the best way to gift assets to minimize gift and income tax exposure?

    What's the best way to gift assets to minimize gift and income tax exposure?
    Making gifts to your heirs during your lifetime can be a great kindness to them, and bring you great satisfaction. But how you do it is important: different transfer techniques have different income tax and gift tax consequences! Learn the…
Rank this Week: 4811

Death Care Law Blog

Death Care Law Blog

Covers laws relating to pre-need and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By William Stalter.

http://www.deathcarelaw.com/
  • Feb 18

    NPR’s Stories on the Funeral Industry: On Line Shopping

    NPR’s Stories on the Funeral Industry: On Line Shopping
    NPR’s second story on the funeral industry suggests that preplanning a funeral will typically require visits to multiple funeral homes. NPR led their story with a consumer attorney sharing his frustrations with getting price information…
  • Feb 15

    The Ecclesiastical Preneed Funeral Plan: Exceptional Financial Security

    The Ecclesiastical Preneed Funeral Plan: Exceptional Financial Security
    The promotional website for the Ecclesiastical Preneed Funeral Plan could easily be mistaken for that of a funeral home.  This church stresses to parishioners the need to not only plan their funeral, but to also make financial provisions…
  • Feb 14

    NPR’s Stories on the Funeral Industry: Crossing the Street can save Thousand

    NPR’s Stories on the Funeral Industry: Crossing the Street can save Thousand
    The take away from the recent NPR stories on the funeral industry is that consumers should preplan their funerals to control costs, and if the objective is to compare funeral homes and their prices then plan to visit each prospective funeral…
Rank this Week: 1455

Ohio Estate Planning & Asset…

Ohio Estate Planning & Asset Protection

By AlerStallings, LLC.

http://www.alerstallings.com/blog/
  • Feb 17

    Planning for the Surviving Spouse

    Planning for the Surviving Spouse
    So much of estate planning and Elder Law revolves around uncertainty. Nobody knows how long they will live. Will they end up in a nursing home? Will the federal estate tax change? Will Ohio bring back the estate tax? While we may not know the…
  • Feb 10

    When is an Asset Protection Trust Right for Me?

    When is an Asset Protection Trust Right for Me?
    As an Elder Law Attorney, I am often asked this question. The simple answer follows. If you have something you don’t want to lose to the nursing home, an Asset Protection Trust is right for you. Just make sure you set it up and fund it…
  • Jan 30

    QIT 101

    QIT 101
    More and more, people are hearing they need Qualified Income Trusts — a QIT — to stay on or receive Medicaid benefits at home or in the nursing home. It’s just another in a long line of recent changes to Ohio Medicaid…
Rank this Week: 2829

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

Covers estate planning, estate administration and estate taxes. By Ettinger Law Firm.

http://www.newyorkestateplanninglawyerblog.com/
  • Feb 17

    The Basics of a Revocable Trust

    The Basics of a Revocable Trust
    There can be a lot of confusing terms involved in comprehensive estate planning. Estate plans are meant to be individual and flexible, and a New York estate planning attorney can provide you with a variety of options that help you create a…
  • Feb 14

    Follow-up Care for Your Estate Plan

    Follow-up Care for Your Estate Plan
    Estate planning is an important step in making sure your assets are secure and will be distributed according to your wishes when you die. It can be a complicated procedure, but an experienced New York estate planning attorney can help you…
  • Feb 12

    Back to the Basics – New York Intestate Succession

    Back to the Basics – New York Intestate Succession
    Recently we published a blog about the difference between probate and non-probate assets . Probate is the legal process that occurs after a person’s death in which a court determines if a valid will exists and takes care of various…
Rank this Week: 4636

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

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

http://blog.kylekrull.com/kansas-missouri-estate-planning/
Rank this Week: 483

CEB blog

CEB blog

Covers practice tips and new legal developments of particular interest to California legal professionals. The CEB blog covers a wide range of practice areas from estate planning to civil litigation, along with posts relating to the practice of law generally.

http://blog.ceb.com
  • Feb 17

    How to Prepare a Trial Outline

    How to Prepare a Trial Outline
    Heading to trial? Start your planning by preparing a trial outline. Here are the key things to include and a sample outline to give you an idea how it looks. The basics for any trial outline are: A list of all essential elements of the case.…
  • Feb 15

    The Do’s and Don’ts of Cultivating Clients in the Marijuana Field

    The Do’s and Don’ts of Cultivating Clients in the Marijuana Field
    The following is a guest blog post by Allison B. Margolin, a partner at Margolin and Lawrence in Los Angeles. Ms. Margolin practices criminal defense and civil litigation in both state and federal court. California’s new law legalizing…
  • Feb 10

    Settling Employment Cases: Think Beyond Money

    Settling Employment Cases: Think Beyond Money
    When you’re negotiating settlement of an employment action, you have much more to consider than just “how much money.” There are many nonmonetary remedies that can—either alone or combined with money—bring the…
Rank this Week: 176

Rogers, Sheffield & Campbell, LLP…

Rogers, Sheffield & Campbell, LLP News & Commentary

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

http://rogerssheffield.com/news-and-commentary
  • Feb 17

    Rogers, Sheffield & Campbell, LLP Opposes City of Santa Barbara’s Anti-SLAPP Motion

    Rogers, Sheffield & Campbell, LLP Opposes City of Santa Barbara’s Anti-SLAPP Motion
    On February 16, 2017, Travis C. Logue and Jason W. Wansor, attorneys with the Santa Barbara law firm of Rogers, Sheffield & Campbell, LLP, filed Theo Kracke’s Opposition to the City of Santa Barbara’s Anti-SLAPP (Strategic…
  • Feb 14

    Intentionally Defective Grantor Trust

    Intentionally Defective Grantor Trust
    For most people, estate planning includes transferring assets to their children or grandchildren without paying any taxes.  The problem is that these transfers are typically subject to federal taxes.  The transfers are either…
  • Jan 31

    Family Limited Partnership

    Family Limited Partnership
    You have worked long and hard to accumulate your investment properties. Now you are faced with the problem of how best to plan for transfers to family members without having your investments decimated by income and estate taxes. If you make…
Rank this Week: 2485

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

Covers Pennsylvania and national elder law and estate planning issues. By Jeffrey A. Marshall.

http://marshallelder.blogspot.com/
  • Feb 17

    What is a "Durable" Power of Attorney?

    What is a "Durable" Power of Attorney?
    A Power of Attorney is a legal document you use to authorize another person to act on your behalf. The rules governing powers of attorney are generally a matter of state law. Many state laws are based on the Uniform Power of Attorney Act. But…
  • Feb 16

    Why Younger People should have Will

    Why Younger People should have Will
    [The following article was written by Elizabeth White, attorney with Marshall, Parker and Weber.] It is easy to put off estate planning. Many estate planning documents don’t come into play until something bad occurs, such as death or…
  • Feb 14

    North Central Sight Services Celebrates 60th Year

    North Central Sight Services Celebrates 60th Year
    [The following article was written by Megan Proffit, Marketing/Public Relations Manager, North Central Sight Services, Inc.] North Central Sight Services Inc., has officially launched its Diamond Anniversary year, announcing an exciting year…
Rank this Week: 4752

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

http://www.texaswillsandtrustslaw.com
  • Feb 17

    Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?

    Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?
    The Texas Transfer on Death Deed allows owners of real estate to transfer their property to beneficiaries outside the probate process. The Deed works like a beneficiary designation on an insurance policy or retirement plan. It allows you to…
  • Feb 10

    Are Stepchildren Legal Heirs in the State of Texas?

    Are Stepchildren Legal Heirs in the State of Texas?
    When someone dies without a Will in Texas, their assets pass according to a statutory formula that takes into account a number of factors, such as whether they are married or single, whether they have children, and if they are married,…
  • Jan 27

    Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?

    Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?
    A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust created to hold the property of a disabled beneficiary and distribute supplemental funds to that individual in a way that preserves his or her eligibility for…
Rank this Week: 5091

Virginia Disability Law Blog

Virginia Disability Law Blog

Covers Social Security disability law and special needs trusts. By Sheri R. Abrams.

http://sheriabrams.com/blog
Rank this Week: 4508

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Feb 17

    Digital Estate Planning – Part 1: Digital Assets: to Preserve or Destroy

    Digital Estate Planning – Part 1: Digital Assets: to Preserve or Destroy
    Today’s blog was written by Jenna Ward, Articling Student, Fasken Martineau DuMoulin. Last year, we wrote about the steps that owners of digital assets should take to preserve assets and ensure a smooth transition of such assets to…
  • Feb 15

    Approving Donor Recognition

    Approving Donor Recognition
    Charities like to name things after donors.  Simply, big gifts mean more prominent “naming opportunities”.  Ontario’s Minister of Health recently issued a directive to hospitals stipulating that they can’t…
  • Feb 14

    Medical Emergency Cards – A Logical Follow-up to POAPC

    Medical Emergency Cards – A Logical Follow-up to POAPC
    As regular readers know, we occasionally invite guest bloggers to contribute to All About Estates  Today’s blog was written by Norman Bowley, a partner and chair of the Estates and Succession Group at Low Murchison…
Rank this Week: 3174

Planning Notes

Planning Notes

Covers fundamental concepts relevant to estate planning, business law, real estate law, and tax law. By Cook & Cook.

http://cooklaw.co/blog
  • Feb 16

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?
    You want to protect your business, but what legal strategy will help you to protect it best? This might sound a little like something Yoda would say, but the particular strategy or strategies will depend upon what you are most interested in…
  • Feb 9

    Fraudulent Conveyances & Asset Protection

    Fraudulent Conveyances & Asset Protection
    Although the idea of asset protection, i.e. protecting assets from creditors of the a person who owns them, may seem simple at first glance, it's not. In reality, implicit in asset protection is a rather nuanced process of dealing with the…
  • Feb 7

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 4800

Estate Law Canada

Estate Law Canada

Covers estate planning topics, trusts, probate, Enduring Powers of Attorney, health care directives, incapacity issues and elder law. By Lynne Butler.

http://estatelawcanada.blogspot.com/
  • Feb 16

    New podcast: Working with your estate lawyer - fees & billing arrangement

    New podcast: Working with your estate lawyer - fees & billing arrangement
    Our latest podcast is now up on our website. This time we answered a number of questions about how estate lawyers bill, what to do if the bill is too high, and other such essential money matters. Click here to see the list of podcasts and…
  • Feb 14

    Elderly widow involved in bitter estate dispute

    Elderly widow involved in bitter estate dispute
    A recent blog post by Toronto lawyer Charles Ticker, who blogs at The Sibling Fight, talks about the ongoing fight between 91-year-old Margaret Davies and her son, Sidney. The issue is that Mrs. Davies' husband had promised Sidney that on his…
  • Feb 6

    If a will leaves money to "my children or the survivors of them", who exactly are the survivors?

    If a will leaves money to "my children or the survivors of them", who exactly are the survivors?
    If a will says that a gift is left to "my children or the survivors of them", who is meant by "the survivors of them"? If I leave a sum of money to my siblings "or the survivors of them", who exactly are those…
Rank this Week: 4622

Wealth Law Blog

Wealth Law Blog

Covers building, protecting and distributing wealth. By Samuels Yoelin Kantor LLP.

http://samuelslaw.com/blog/
  • Feb 16

    Death of the Death Tax?

    Death of the Death Tax?
    On January 10, 2017, Rep. Kristi Noem (R-S.D.) introduced H.R. 631, the “Death Tax Repeal Act of 2017.” While this bill resembles a similar bill that failed to become law in 2015, with the 2016 elections, the political landscape…
  • Feb 13

    Brighton Jones Event – Women Living a Richer Life

    Brighton Jones Event – Women Living a Richer Life
    Join us March 23rd for an empowering day of coaching, connections, and conversation at Brighton Jones Women Living a Richer Life Summit.The event will begin with Michelle Williams sharing her inspiration and vision for the Women Living a…
  • Feb 3

    Portland “Relocation Assistance” Ordinance Requires Landlords Pay

    Portland “Relocation Assistance” Ordinance Requires Landlords Pay
    On the evening of February 2, 2017, the Portland City Council passed an ordinance that will require landlords to pay for relocation assistance to their tenants. The ordinance will enable tenants to be paid for moving costs when their landlord…
Rank this Week: 4856

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Feb 16

    How Nursing Home Costs Impact Your Estate Plan

    How Nursing Home Costs Impact Your Estate Plan
    When you think about the factors that impact your estate plan you likely focus on factors related to the division of your estate assets. While the distribution of your estate assets may indeed be at the core of your estate plan, you will not…
  • Feb 14

    When Do I Need an Estate Planning Attorney?

    When Do I Need an Estate Planning Attorney?
    There is a very good chance that you will need a local estate planning attorney at some point in your life if you live in the area. The problem may be recognizing when you have a need for an estate planning attorney because, like most people,…
  • Feb 9

    Should Financial Planning Be Part of My Estate Plan?

    Should Financial Planning Be Part of My Estate Plan?
    Like most people you likely engage in some type of financial planning. You also likely understand the importance of having a well thought out estate plan in place. What you may not know is that the two should be combined. By including…
Rank this Week: 2075

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/
  • Feb 15

    The Signs of Elder Financial Abuse

    The Signs of Elder Financial Abuse
    In the event that you have an elderly loved one who is showing some signs of limited capacity and you are concerned about the management of his or her financial affairs, it may be time to talk with your elderly loved one as well as his or her…
  • Feb 9

    Estate Planning from Your 50s Through Your 80

    Estate Planning from Your 50s Through Your 80
    Appropriate estate planning is important for anyone regardless of the size of your estate. However, as you get older your priorities will shift and your situation may change, meaning that estate planning could become an even more important…
  • Feb 2

    When It Makes Sense to Name a Child’s Guardian in Addition to Establishing a Trust

    When It Makes Sense to Name a Child’s Guardian in Addition to Establishing a Trust
    In the event that someone you have selected to serve as your child’s guardian may not be an appropriate money manager, you may wish to establish a trust to manage the child’s assets. Even in the situation in which a guardian may…
Rank this Week: 4751

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: 4288

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Feb 15

    Florida Estate Planning For Second Marriage

    Florida Estate Planning For Second Marriage
    In Florida it can be crucial to do Estate Planning For Second Marriage More and more Americans are getting remarried which is causing estate planning to become more complex.  People are living much longer than in the past, which means…
  • Feb 3

    The Importance of a Durable Power of Attorney

    The Importance of a Durable Power of Attorney
    A Durable Power of Attorney is an important document, but sometimes having one can cause problems. A recent Florida court ruling scored a major win in the fight against elder abuse. The case established that a health care proxy does not have…
  • Jan 26

    A Spendthrift Provision Can Protect Against Civil Judgment

    A Spendthrift Provision Can Protect Against Civil Judgment
    Yes A Spendthrift Provisions Can Protect Against Civil Judgments What is a Spendthrift Provision? One of the best forms of asset protection we can provide is through a trust that contains a spendthrift provision.  In a revocable trust, a…
Rank this Week: 413

Lancaster Law Blog

Lancaster Law Blog

Covers business law, employment law, estate planning, family law, and nonprofit law information for Lancaster County and Pennsylvania residents. From Russell, Krafft & Gruber.

http://www.lancasterlawblog.com/
  • Feb 15

    Employment Law Update: Court Holds Internet-Based Noncompetition Agreement Enforceable

    Employment Law Update: Court Holds Internet-Based Noncompetition Agreement Enforceable
    Imagine this scenario: you’re excited about your new job with a large payroll processing company, and as a part of the employment offer, you’re directed to a company website that contains the terms of a stock award program. You…
  • Feb 10

    The Law According to Planet Money

    The Law According to Planet Money
    It’s no secret that I’m an avid podcast listener – I’ve previously covered Podcasts and the Law on this blog and if you follow me on Twitter, approximately one in three tweets…
  • Feb 8

    Pennsylvania Software Developers May Need to Start Collecting Sales Tax

    Pennsylvania Software Developers May Need to Start Collecting Sales Tax
    This information was posted and is current as of February 8, 2017 – as always, if you have questions about the current obligations of your business with respect to Sales and Use Tax or any other legal issue, please check with your…
Rank this Week: 774

Rule of Law

Rule of Law

Covers British Columbia wills, trusts and estates law, elder law and estate litigation. By Stan Rule.

http://rulelaw.blogspot.com/
  • Feb 14

    I Will be Speaking at the Legal Education Society of Alberta Capacity and Influence Course

    I Will be Speaking at the Legal Education Society of Alberta Capacity and Influence Course
    I have the honour of being included in the faculty for a course on Capacity and Influence, which will be held in both Edmonton and Calgary, presented by the Legal Education Society of Alberta.The course is chaired by John Poyser, author of…
  • Feb 8

    Court of Appeal Overturns Trial Decision in McKendry v. McKendry

    Court of Appeal Overturns Trial Decision in McKendry v. McKendry
    The presumption of resulting trust is a presumption of law that applies when one person gratuitously transfers property to another. The presumption is that the person transferring the property did not intend to make a gift, and that the…
  • Jan 17

    K.L.W v. Genesis Fertility Centre

    K.L.W v. Genesis Fertility Centre
    Mr. A.B. had serious medical problems throughout his life. He and his wife, K.L.W., wished to have children. He arranged to have his sperm stored by Genesis Fertility Centre, so that his wife could use his reproductive material to conceive a…
Rank this Week: 520

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Feb 14

    How to Ensure That Your Estate Plan Reflects Your Life as You Get Older

    How to Ensure That Your Estate Plan Reflects Your Life as You Get Older
    Most individuals in their 50s have at least broached the subject of estate planning by consulting with a lawyer or taking a look at any wills that they’ve created years before. With many individuals today living well into their 70s and…
  • Feb 9

    Tips for Avoiding Social Isolation with Senior

    Tips for Avoiding Social Isolation with Senior
    Whether you’re an adult child concerned about an aging parent or growing concerned about your own social isolation, recognizing the signs and symptoms is often the first step to be taken to protect yourself. Sadly, isolation for senior…
  • Jan 25

    Planning Ahead for Aging in Place

    Planning Ahead for Aging in Place
    If you’re looking ahead to your retirement and the years beyond, there’s a strong chance that you’d like to remain in your own home independently as long as possible. This is because a growing number of older individuals…
Rank this Week: 1092

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Feb 14

    Should you update your trust?

    Should you update your trust?
    If you already have a trust, you should be commended for your wise planning. However, as time passes and laws change, it makes sense to review and update your trust to ensure that it remains consistent with your goals. I spend…
  • Feb 2

    You have enough time (we all do)

    You have enough time (we all do)
    We tend to find time (i.e. make time) for things we value. That which we consider important gets our attention (and time), often at the expense of other stuff. I have been doing a lot of business travel lately and in the course of those…
  • Jan 19

    death of the death tax? what would repeal of estate tax mean for you and me?

    death of the death tax? what would repeal of estate tax mean for you and me?
    The Republicans have been talking about and working on repeal of the federal estate tax for years.  Now that Trump is on his way to the White House, there are many who believe that the federal estate tax (also known as death tax) will…
Rank this Week: 1668

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.czepigalaw.com/blog/
  • Feb 14

    Proposed Budget Could Prevent You From Getting Home Care in Connecticut

    Proposed Budget Could Prevent You From Getting Home Care in Connecticut
    By Lara Schneider Bomzer Governor Malloy has revealed his new budget plan to reduce a deficit close to $1.7 billion.  The plan includes cuts designed to freeze the number of recipients of who may be eligible for the “Category…
  • Feb 10

    The Scoop on Medicaid Block Grant

    The Scoop on Medicaid Block Grant
    By Brendan F. Daly Clients frequently ask me what effect repealing the Affordable Care Act (ACA) will have on Medicaid. The answer depends on which version you read (the two leading contenders: House Speaker Paul Ryan’s plan or Health…
  • Feb 9

    Possible Estate Tax Cut in Connecticut!

    Possible Estate Tax Cut in Connecticut!
    By Paul T. Czepiga I just read a lot of detail on the Governor’s proposed budget that he released this week. In the midst of the drastic news about expenditure cut, there was actually some good news. The Governor is proposing to…
Rank this Week: 2263

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
  • Feb 14

    New York Estate Accountings: An Overview

    New York Estate Accountings: An Overview
    Being an executor or administrator of an estate come with many responsibilities. Collecting and insuring the estate’s assets, paying valid debts and expenses, filing income taxes, and list goes on. That’s why most clients look…
  • Nov 28

    Contesting a Will in New York: An Overview of Will Contest

    Contesting a Will in New York: An Overview of Will Contest
    People (usually those who have been disinherited) often wonder if they have any rights to contest a last will and testament of a loved one which they believe to be an invalid will. There may be many reasons why they believe the will to be a…
  • Aug 29

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
Rank this Week: 2341

Tennessee Attorneys Blog

Tennessee Attorneys Blog

Covers family and injury law, estate planning and medical malpractice. By Martin Heller Potempa & Sheppard, PLLC.

http://www.tennesseeattorneysblog.com/
Rank this Week: 1190

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Feb 14

    Long-Term Disability Insurance can be a Guaranteed Paycheck

    Long-Term Disability Insurance can be a Guaranteed Paycheck
    “As if it weren't enough that people with disabilities and their families suffer the physical effects of their disability, they must also jump through hoops to first, qualify for assistance and then to pay attention to what is required to…
  • Feb 13

    It’s Not Fair! Will Contests Are Costly and Stressful

    It’s Not Fair! Will Contests Are Costly and Stressful
    “In most will contest situations, the issue is whether or not the person who executed the will had the legal capacity to do so.” Say that after an extended illness, the older of two brothers passes away. When he died, he was divorced,…
  • Sep 20

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

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
Rank this Week: 3225

Cramer Law Center

Cramer Law Center

Covers Florida estate planning.

http://cramerlawcenter.com
  • Feb 14

    Book Review: A Perfectly Good Family

    Book Review: A Perfectly Good Family
    Taking the proverbial busman’s holiday, I recently read the novel “A Perfectly Good Family,” by Lionel Shriver.  The book was about what happens when three siblings inherit the family “mansion” in Raleigh,…
  • Jan 24

    Movies About Estate Planning: “Make Way for Tomorrow”

    Movies About Estate Planning: “Make Way for Tomorrow”
    One of the saddest movies of all of time is “Make way for Tomorrow” a 1937 Paramount Production directed by the renowned Leo G. McCarey. The film is a neglected masterpiece, so by all means watch it.  Just make sure you have…
  • Jan 10

    Whose Property is it Anyway?

    Whose Property is it Anyway?
    Here is a new twist to follow our recent series titled “Possession is Nine-Tenths of the Law, Part 1”, “Possession is Nine-Tenths of the Law, Part 2”, and “Possession is Nine-Tenths of the Law, Part 3”. A…
Rank this Week: 4020

Cramer Law Center

Cramer Law Center

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

http://cramerlawcenter.com/blog/
  • Feb 14

    Book Review: A Perfectly Good Family

    Book Review: A Perfectly Good Family
    Taking the proverbial busman’s holiday, I recently read the novel “A Perfectly Good Family,” by Lionel Shriver.  The book was about what happens when three siblings inherit the family “mansion” in Raleigh,…
  • Jan 24

    Movies About Estate Planning: “Make Way for Tomorrow”

    Movies About Estate Planning: “Make Way for Tomorrow”
    One of the saddest movies of all of time is “Make way for Tomorrow” a 1937 Paramount Production directed by the renowned Leo G. McCarey. The film is a neglected masterpiece, so by all means watch it.  Just make sure you have…
  • Jan 10

    Whose Property is it Anyway?

    Whose Property is it Anyway?
    Here is a new twist to follow our recent series titled “Possession is Nine-Tenths of the Law, Part 1”, “Possession is Nine-Tenths of the Law, Part 2”, and “Possession is Nine-Tenths of the Law, Part 3”. A…
Rank this Week: 2979

epilawg

epilawg

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

http://epilawg.com/
  • Feb 14

    Five Scams to be Aware of During Tax Season

    Five Scams to be Aware of During Tax Season
    Tax season opens up opportunities for criminals to take advantage of people. Here are five ways that you can avoid becoming a victim this tax season: 1. Phishing. You receive an email that seems to be from a legitimate sender (such as the…
  • Jan 26

    Tax Deductions for Estate Planning Fee

    Tax Deductions for Estate Planning Fee
    Most people know that there is a deduction allowed for the amounts you pay to have your taxes prepared by a professional. Does that same rule apply to fees paid to an attorney to plan your estate? The answer is not as straight forward as you…
  • Jan 26

    Tax Deductions for Estate Planning Fee

    Tax Deductions for Estate Planning Fee
    Most people know that there is a deduction allowed for the amounts you pay to have your taxes prepared by a professional. Does that same rule apply to fees paid to an attorney to plan your estate? The answer is not as straight forward as you…
Rank this Week: 3142

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/
  • Feb 13

    Issues to Consider when Your Child Goes off to College

    Issues to Consider when Your Child Goes off to College
    It’s February, folks. That means that college acceptance letters will soon be arriving via email, snail mail or however they get around these days. Once the initial euphoria has worn off and you know that your child is definitely going…
  • Feb 6

    Commonly Overlooked Tools for Incapacity Planning

    Commonly Overlooked Tools for Incapacity Planning
    Every individual should have a plan for when they can no longer make decisions for themselves effectively but most delay planning because it entails the confronting their fears about disability, death, and dying. As the U.S. population ages…
  • Jan 31

    Will Medicaid Take My House?

    Will Medicaid Take My House?
    We hear this question all the time: “If I apply for Medicaid, will they take my house?” The answer is no; however, there are certain situations in which your home may be counted against you in determining whether you have too many…
Rank this Week: 1006

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

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

    Elder Abuse is a crime, even subtle financial exploitation

    Elder Abuse is a crime, even subtle financial exploitation
    Criminalizing Exploitation of the Elderly and Its Effects on Estate Planning For estate planning attorneys, the concept of criminal punishment is not the first thought when asked: “What could be the outcome?” In a typical case,…
  • Jan 27

    Getting hitched in Florida has it’s advantages inside probate

    Getting hitched in Florida has it’s advantages inside probate
    Florida: A Safe Haven for Surviving Spouses in Probate           Marriage is one of the most sacred and respected institutions in our society.  Both state and federal governments provide…
  • Jan 11

    How Pre-Nups and Probate Court engage

    How Pre-Nups and Probate Court engage
    Effect of Marital Agreement on Entitlement to Probate Estate When it comes to estate planning, multiple factors can influence the distribution of the estate, besides a trust document or a will. One such device is a martial agreement made…
Rank this Week: 4017

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Feb 13

    Ways to Avoid the Time and Expense of Probate Court

    Ways to Avoid the Time and Expense of Probate Court
    Hiring an Elder Law Attorney can Prevent the Expense of Probate Court for Families in Long Island, NY Everyone wants to pass on something to their children or other family members. You want everything that you have saved to go to those you…
  • Feb 6

    The Value of Hiring an Elder Law Attorney

    The Value of Hiring an Elder Law Attorney
    Everyone wants to pass on something to their children or other family members. You want everything that you have saved to go to those you love. The last thing you want is to give what you have worked so hard for to the government by paying…
  • Jan 27

    Steps to Take After a Loved One’s Death

    Steps to Take After a Loved One’s Death
    Compassionate Attorney Assisting Grieving Family Members throughout Long Island, NY The death of a family member is emotionally and mentally traumatic. While you are tempted to retreat and deal with your grief, there may be loose ends that…
Rank this Week: 2195

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
Rank this Week: 2275

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

Covers estate planning topics such as conservatorship, guardianship, health care and advanced directive, living trusts, and probate. By Law Office of Scott D. Soady, A Professional Corporation

http://www.sandiegoestateplanninglawyerblog.com/
  • Feb 12

    How Does a Joint Tenancy for Cars Work?

    How Does a Joint Tenancy for Cars Work?
    Joint tenancy is a common estate planning tool used to avoid probate. The basic idea is that two (or more) people hold property as “joint tenants.” This means they own the entire property together, and when one co-owner dies the…
  • Feb 10

    Father’s Trust Not Liable for Failing to Help Daughter Keep House

    Father’s Trust Not Liable for Failing to Help Daughter Keep House
    Parents often create a trust as part of their estate planning to ensure their children have ongoing access to financial resources. When you create a trust, the trustee has certain legal and fiduciary obligations to the beneficiary. But how…
  • Jan 21

    What Happens to My Dog After I Die?

    What Happens to My Dog After I Die?
    Carrie Fisher, the writer and actress remembered by millions of fans as Princess Leia in the “Star Wars” films, passed away in late 2016. A number of stories published after Fisher’s death mentioned her French bulldog, Gary,…
Rank this Week: 1739

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Feb 12

    Petitioner Seeks Judicial Settlement of Final Account

    Petitioner Seeks Judicial Settlement of Final Account
    In a proceeding for the judicial settlement of the final account of the preliminary executors and the executors of the will of the deceased, for the period from November 1, 1995, through May 28, 1999, the petitioner appeals, as limited by his…
  • Feb 12

    Court Discusses Alleged Fraud and Undue Influence in Probating a Will

    Court Discusses Alleged Fraud and Undue Influence in Probating a Will
    This is a proceeding for the probate of the will of the deceased. The will was propounded by testator’s widow, and contested by and others, children of testator. From a decree of the supreme court, general term, (15 N. Y. Supp. 601,)…
  • Jan 31

    Proceeding Seeks to Compel Production of Will

    Proceeding Seeks to Compel Production of Will
    These two proceedings to compel the production of the wills of the testator, ask the court to seal the documents which have been produced by the respondent. By petitions dated July 25, 2008, petitioners sought to compel the New York City…
Rank this Week: 3410

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Feb 12

    FEDERAL ELDER ABUSE AND PREVENTION ACT ON THE HORIZON

    FEDERAL ELDER ABUSE AND PREVENTION ACT ON THE HORIZON
    The Elder Abuse and Prevention Act has a high chance of becoming law this year. The legislation has received substantial support among elderly advocacy groups because of its promise to make the world a safer place for seniors. Additionally,…
  • Feb 12

    EVEN THE WEALTHY FAIL TO UPDATE THEIR ESTATE PLANNING DOCUMENTS

    EVEN THE WEALTHY FAIL TO UPDATE THEIR ESTATE PLANNING DOCUMENTS
    In a 2016 study, 26% out of 3,105 wealthy individuals surveyed had a complete estate-planning strategy to transfer their wealth to the next generation. Further, only 54% had created a will, but most had not updated them. As a result, $1.5…
  • Feb 10

    IRS TAX DEBT CAN RESULT IN PASSPORT DENIAL OR REVOCATION

    IRS TAX DEBT CAN RESULT IN PASSPORT DENIAL OR REVOCATION
    In December 2015, legislation went into effect that requires the IRS to provide a list of names to the State Department of individuals with “seriously delinquent tax debt” (more than $50,000 in unpaid federal taxes, including…
Rank this Week: 2519

Northern Kentucky Lawyer Blog

Northern Kentucky Lawyer Blog

Covers personal injury and accidents, DUI, criminal defense, bank side bankruptcy cases, creditors' rights, divorce and family custody, and estate planning. By Fessler Schneider & Grimme.

http://www.fsgattorneys.com/blog
  • Feb 10

    Medical Malpractice Attorneys in Northern Kentucky

    Medical Malpractice Attorneys in Northern Kentucky
    You had a car accident or an injury at work, and now you are seeing more medical personnel then you ever even dreamed existed.  If there is a medical problem–lack of care, misdiagnosis, errors, omissions, or too early release from…
  • Jan 23

    Award Winning Attorneys in Northern Kentucky

    Award Winning Attorneys in Northern Kentucky
       Each year AVVO looks at the comments and ratings of an attorney by his clients. They issue awards to attorneys whose clients highly recommend them.  It is unusual for a firm to win two of these awards in a year, let alone to…
  • Jan 13

    Fessler Schneider & Grimme Family Attorneys in Northern Kentucky

    Fessler Schneider & Grimme Family Attorneys in Northern Kentucky
      Fessler, Schneider, & Grimme LLP  recognize that families come in all sizes and styles.   We work with your family however you define it.  Whether your need is for wills, deeds, living wills, and power of…
Rank this Week: 2096

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

http://www.nyestatelitigationblog.com/
  • Feb 10

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge
    Although one of the many duties of an executor is to marshal and appraise estate assets, and, depending on the terms of the governing instrument, liquidate them for purposes of distribution, the fulfillment of these duties may, at times,…
  • Feb 3

    Executor’s Duties Before Receiving Letter

    Executor’s Duties Before Receiving Letter
    A nominated executor is obliged to secure estate assets even before the issuance of letters testamentary. But what if the nominated executor expends personal funds to preserve assets that she erroneously believed to belong to the estate? Is…
  • Jan 20

    Lessons to be Learned From the Power of Attorney

    Lessons to be Learned From the Power of Attorney
    Powers of attorney and trust instruments have each been the subject of many an estate plan. They each have also been the subject of multiple estate litigations. In combination, the two have served as fodder for controversies surrounding the…
Rank this Week: 4114

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/
  • Feb 10

    Designating IRA and other Qualified Plan Beneficiarie

    Designating IRA and other Qualified Plan Beneficiarie
    Please note that this is a very complex area and what follows is generalizations.  This is an area that should be reviewed on a client-by-client, case-by-case basis with a qualified attorney or CPA.The surge of Estate Planning…
  • Jan 2

    Should You Have a "Ladybird Deed" ?

    Should You Have a "Ladybird Deed" ?
    With all the competition for customers (from lawyers and non-lawyers alike) in the estate planning field, it is easy to see why the consuming public has the perception that an estate plan merely consists of a pre-printed form, or a set of…
  • Dec 5

    Should your Children have an Estate Plan

    Should your Children have an Estate Plan
    Occasionally, during an Estate Planning conference with clients, this question comes up.  As an Estate Planning lawyer, I should probably be more pro-active about suggesting this topic.  As a professional, however, I always feel…
Rank this Week: 4056

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Feb 9

    Probate Code § 850 Petition

    Probate Code § 850 Petition
    1969 Shelby GT350The probate code permits an interested party to seek a judicial determination, i.e. an order, that property is owned by the decedent's estate or that the decedent's estate owns property that is really the property of another.…
  • Jan 26

    Allocating Attorney Fees in Trust Litigation

    Allocating Attorney Fees in Trust Litigation
    A beneficiary's share of the trust is like a pie. Just trust me on this. Actions have consequences. In the trust litigation context, a beneficiary is not able to file any action he or she wants with absolute immunity. "[W]hen a trust…
  • Jan 13

    Spendthrift Clause and Creditor

    Spendthrift Clause and Creditor
    A common, albeit erroneous, legal assumption is that a beneficiary's interest in a trust with a spendthrift clause is bullet-proof. That is, the beneficiary's interest cannot be attached by a third-party so as to prevent the beneficiary from…
Rank this Week: 377

Palm Springs Tax and Trust Lawyers

Palm Springs Tax and Trust Lawyers

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

http://www.palmspringstaxandtrustlawyers.com/
  • Feb 9

    HOW TO TITLE US REAL ESTATE FOR CANADIANS: A Primer

    HOW TO TITLE US REAL ESTATE FOR CANADIANS: A Primer
    One of the perennial questions my Canadian clients ask me is how they should take title to their US real estate, usually a vacation home.  My answer is, it depends on a number of considerations, but the right choice probably involves a…
  • Feb 8

    WORKING WHILE VACATIONING: The Perils of California Source Rules for Nonresident

    WORKING WHILE VACATIONING: The Perils of California Source Rules for Nonresident
    In “Nonresidents Working Remotely for California Businesses” I discussed how the internet economy, ecommerce and constant connectivity has allowed increasing numbers of nonresidents to provide services to California businesses…
  • Jan 21

    Nonresidents Working Remotely For California Businesse

    Nonresidents Working Remotely For California Businesse
    How to Take Paul Newman's "The Sting" Out of Your Taxes With the rise of the internet, cloud and smart phone economy, more and more people have the option of living in one state while working in another - remotely. The possibilities for…
Rank this Week: 3352

Kevin A. Pollock BLAWG

Kevin A. Pollock BLAWG

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

http://willstrustsestates.blogspot.com/
  • Feb 9

    Notification of the Death of a Loved One

    Notification of the Death of a Loved One
    New Jersey recently passed a new law that requires senior citizen housing developments to notify the next of kin in the event that a resident passes away in the development.  See…
  • Jan 23

    Why Titling Of Assets Is So Important In Second Marriage

    Why Titling Of Assets Is So Important In Second Marriage
    I was talking to another estate planning recently and discussing how much of our work involves assisting clients who have blended families.  Blended families generally refers to clients who are married but at least one of the spouses has…
  • Jan 17

    Opening of New York Law Firm Office

    Opening of New York Law Firm Office
    I am pleased to announce that we have officially opened an office in Manhattan.While our main office is still located near Princeton, New Jersey, we will be happy to meet with clients by appointment at our New York location:122 East 42nd…
Rank this Week: 1438

Bingham Greenebaum Doll Blog

Bingham Greenebaum Doll Blog

Covers Indiana law.

http://www.bgdlegal.com/blog/
Rank this Week: 217

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

Covers Illinois estate planning, real estate and trusts. By Wilson & Wilson.

http://www.illinoisestateplanningandelderlawblog.com/
  • Feb 7

    The Importance of Beneficiary Designation

    The Importance of Beneficiary Designation
    A holding by the U.S. Supreme Court in Kennedy v. Plan Administrator for DuPont Savings and Investment Plan, et al. makes clear the importance of keeping on top of estate planning matters. In that case, a divorced father did not take all of…
  • Feb 7

    The Importance of Beneficiary Designation

    The Importance of Beneficiary Designation
    A holding by the U.S. Supreme Court in Kennedy v. Plan Administrator for DuPont Savings and Investment Plan, et al. makes clear the importance of keeping on top of estate planning matters. In that case, a divorced father did not take all of…
  • Feb 3

    Trustee Tools and Task

    Trustee Tools and Task
    An individual takes on legal responsibilities when he agrees to be a trustee. If the trustee does not perform his duties properly, he could be personally liable. A trust is a legal arrangement through which one person (or an institution, such…
Rank this Week: 4286