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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 6

    Getting Ready For The First Estate Planning Meeting

    Getting Ready For The First Estate Planning Meeting
    Putting together an estate plan with an estate planning attorney is an important task that everyone needs to perform. This column discusses the important steps that people should follow when they are getting ready to have their first estate…
  • Feb 6

    Article On Non-Delegation Principle In Commonwealth Countrie

    Article On Non-Delegation Principle In Commonwealth Countrie
    Lionel Smith ( McGill University, Faculty of Law) recently published an article entitled, What is Left of the Non-Delegation Principle?, Current Issues in Succession Law (Hart, 2016, Forthcoming). Provided below is an abstract of the article:…
  • Feb 6

    Article On Jurisprudence of the Forced Share

    Article On Jurisprudence of the Forced Share
    Charles J. Reid Jr. (Professor, University of St. Thomas School of Law (Minnesota)) recently published an article entitled, The Jurisprudence of the Forced Share: The High and Late Middle Ages, U of St. Thomas (Minnesota) Legal Studies…
Rank this Week: 51

New York Probate & Estate…

New York Probate & Estate Litigation Blog

Covers probate news, procedures and resources. By Philip M. Bernstein.

http://www.nyprobatelitigation.com/
  • Feb 1

    Executors Should Beware Of Serious Pitfall

    Executors Should Beware Of Serious Pitfall
    Today’s Wall Street Journal contains a worthwhile but cautionary article about the pitfalls that can face even the most well-meaning executor. As you will see, a lot of the decisions an executor must make need to be made…
  • Jan 31

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar
    The Will of David Robert Jones was filed earlier this month in New York County Surrogate’s Court giving the value of his estate at 100 million dollars. Not familiar with David Robert Jones? As the New York Times reported, He was far…
  • Jul 20

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 165

Florida Probate Litigation

Florida Probate Litigation

Covers corporate trustees, compensation disputes, contested guardianship proceedings, creditors' claims, homestead litigation, will construction litigation, and trust and estates litigation. By Juan C. Antunez.

http://www.flprobatelitigation.com/
Rank this Week: 191

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 247

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

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

    Sacramento Nursing Home Costs Are Among the Highest in the Country

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

    A Probate Attorney Can Help With Estate Administration

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

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 302

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

Covers celebrity and true case stories on probate litigation. By Andrew Mayoras.

http://www.probatelawyerblog.com/
  • Jan 19

    The David Bowie Estate Shows His Genius Extended Beyond Music

    The David Bowie Estate Shows His Genius Extended Beyond Music
    Only a very few pop artists enjoyed lasting careers as diverse, colorful, and successful as David Bowie. He remained fascinating and on the cutting-edge, up until the very end, in ways that extended far beyond making music. Bowie, whose real…
  • Jan 14

    Celebrity Legacies: Conflicts Plagued Tupac Shakur Before And After Death

    Celebrity Legacies: Conflicts Plagued Tupac Shakur Before And After Death
    Tupac Shakur was well-known for his "Thug" image, his rap prowess, and his many Tupac Shakur's estateconflicts -- leading up to the tragic shooting that took his life at age 25. So should anyone be surprised at the high number of legal…
  • Jan 8

    Bill Cosby Headlines The Top Ten Celebrity Legal Battles Of 2015

    Bill Cosby Headlines The Top Ten Celebrity Legal Battles Of 2015
    What better way to start the new year than by counting down Trial & Heirs Top Ten Celebrity Legal Battles of 2015, complete with lessons? 1. Bill Cosby vs. many woman - Andrea Constad is one of dozens of women who have sued Cosby for…
Rank this Week: 541

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. By Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 446

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 5

    How the Estate Tax Will Work in 2016

    How the Estate Tax Will Work in 2016
    The new year is a good opportunity to reconsider your estate planning needs. You should periodically review, and if necessary revise, your will, trust, and other estate planning documents such as a durable power of attorney, to keep your…
  • Feb 3

    What Happens if My Estate is Insolvent?

    What Happens if My Estate is Insolvent?
    Normally when we talk about estate planning, we assume there will be an estate with sufficient assets to provide for a person’s heirs. What happens if you die with more debts than assets? In legal terms, this is known as an…
  • Feb 2

    How Do You “Prove” a Will is Valid?

    How Do You “Prove” a Will is Valid?
    After your death, your will provides an estate planning roadmap for distributing your property to your chosen beneficiaries. You may be wondering how a probate court will know whether or not a particular document is actually your will. In…
Rank this Week: 613

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 1

    Florida Firearms Law

    Florida Firearms Law
    Florida Firearms Law 101: Real issues taught by  Florida attorneys   Please help spread the word about or new Florida Firearms Law Class.   Below is a description of the class This class is designed for those who have…
  • Jan 30

    Protect Your IRA

    Protect Your IRA
    I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes! Here is the Table of Contents The 3 Reasons Most People Experience Confusion with Their IRAs Don’t Just Focus on the Taxes Avoid the 5 Common Mistakes Common…
  • Jan 26

    Non Citizens and Florida Homestead

    Non Citizens and Florida Homestead
    Florida Homestead for Non U.S. Citizens is possible for two types of Florida Homestead exemptions. The first homestead exemption is tax based. If you live in your home  and you or your spouse or dependent child is a permanent resident of…
Rank this Week: 687

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog
  • Jan 22

    Forgotten Assets Commonly Omitted from Trust funding

    Forgotten Assets Commonly Omitted from Trust funding
    Having been an estate planning attorney for over 20 years I have come up with a short list of the forgotten assets that are most commonly omitted from trust funding.  That is, these assets are frequently found after death titled in…
  • Dec 29

    PATH – Protecting Americans From Tax Hikes Act of 2015

    PATH – Protecting Americans From Tax Hikes Act of 2015
    We in the tax and estate planning world love acronyms so no surprise the governments newest tax law is called “PATH” which stands for Protecting Americans from Tax Hikes act of 2015.   I like to blog about estate taxes…
  • Dec 26

    NEW IRS Form 8971 – BASIS reporting

    NEW IRS Form 8971 – BASIS reporting
    HOT OFF THE PRESSES:  The Internal Revenue Service has released a draft of a new Form 8971 for reporting basis information in accordance with new IRC section 6035 for assets held by a decedent and reported on a federal estate…
Rank this Week: 585

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

Edited by University of Miami School of Law Professor Michael Froomkin, The Journal of Things We Like (Lots)–JOTWELL–invites law professors to join us in filling a telling gap in legal scholarship by creating a space where legal academics will go to identify, celebrate, and discuss the best new legal scholarship.

http://jotwell.com/
  • Feb 5

    Abolition Calling

    Abolition Calling
    Allegra M. McLeod, Prison Abolition and Grounded Justice, 62 U.C.L.A. L. Rev. 1156 (2015). Allegra M. McLeod, Confronting Criminal Law’s Violence: The Possibilities of Unfinished Alternatives, 8 Harvard Unbound 109 (2013),…
  • Feb 4

    Bringing Court Reasoning to the Surface

    Bringing Court Reasoning to the Surface
    Elizabeth Y. McCuskey, Submerged Precedent, 16 NEV. L. J. __ (forthcoming 2016), available at SSRN.Brooke D. ColemanIn the modern age, there is no shortage of information. The internet and the tools it has inspired lead many—myself…
  • Feb 3

    Corporate Intent and Corporate Crime: A Matter of Inference

    Corporate Intent and Corporate Crime: A Matter of Inference
    Mihailis Evangelos Diamantis, Corporate Criminal Minds, 91 Notre Dame L. Rev. ___ (forthcoming 2016), available at SSRN.Caroline BradleyThe Yates Memo emphasizes the need to fight corporate crime by imposing criminal liability on…
Rank this Week: 974

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jan 21

    David Bowie’s Estate Planning Guarantees Empire is Left to His Family

    David Bowie’s Estate Planning Guarantees Empire is Left to His Family
    Legendary rocker David Bowie was as brilliant in his estate planning as he was talented in his artistic ventures. Bowie’s colorful 50-year career encompassed both, a successful musical career and an acting career, which ultimately ended…
  • Dec 23

    One of My Relatives Passed Away, Do I Have to Pay Their Debt?

    One of My Relatives Passed Away, Do I Have to Pay Their Debt?
    The last thing you want to deal with when grieving the passing of a loved one is incessant phone calls, emails, and possibly even personal visits from creditors who are seeking to collect the debt owed by your loved one.  Unfortunately,…
  • Dec 9

    Planning for Incapacity: Planning for When You Can No Longer Plan

    Planning for Incapacity: Planning for When You Can No Longer Plan
    Let’s face it—no one wants to contemplate the possibility of a time when she or he is unable to take care of herself or himself.  However, the truth of the matter is that it could happen to anyone at any time.  In…
Rank this Week: 963

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 961

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 866

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Feb 5

    Florida Guardianship Can Be Dismissed Prior to Adjudicatory Hearing On Capacity

    Florida Guardianship Can Be Dismissed Prior to Adjudicatory Hearing On Capacity
    Voluntary dismissal or settlement of a guardianship proceeding has been a hotly debated issue in Florida guardianship practice.  In Forman v. Gort, recently decided by the Florida Fourth District Court of Appeal, a settlement agreement…
  • Jan 22

    Florida Surviving Spouse’s Elective Share Earns Interest, Not Charged Fee

    Florida Surviving Spouse’s Elective Share Earns Interest, Not Charged Fee
    A surviving spouse’s elective share in Florida is often the subject of litigation in the Florida Probate Court.  Under Florida statutes, a Florida surviving spouse has the right to a share of the elective estate of the…
  • Dec 21

    Florida Personal Representatives and Curators Cannot Serve Concurrently

    Florida Personal Representatives and Curators Cannot Serve Concurrently
    In Gordin v. Estate of Shelley, the Florida personal representatives of the estate of Shelley Wilensky appealed the Florida probate court’s order appointing a curator for the estate, without the personal representatives’ letters…
Rank this Week: 1495

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Feb 4

    FLORIDA CLOSER TO GUARDIANSHIP REFORM

    FLORIDA CLOSER TO GUARDIANSHIP REFORM
     Guardianship reform has been an issue growing in prominence due to the many abuses found in systems across the nation. Florida is in the process the guardianship reform movement and a step in the right direction as the state Senate is…
  • Dec 22

    IS THIS THE YEAR TO MAKE A ROTH IRA CONVERSION

    IS THIS THE YEAR TO MAKE A ROTH IRA CONVERSION
    The crazy 2015 stock market offers some excellent planning opportunities, if you qualify.  While year-end has not brought the stock market back to where it started the year, it opens the door to those interested in making a Roth IRA…
  • Dec 10

    2015 YEAR END TAX PLANNING CONSIDERATIONS

    2015 YEAR END TAX PLANNING CONSIDERATIONS
    2015 Year-End Planning Moves: ·  Realize losses on stock while substantially preserving your investment position. There are several ways this can be done. For example, you can sell the original holding, then buy back the same…
Rank this Week: 1548

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

Features articles, news, tips and other information about Arizona probate law.

http://berkmoskowitz.com/blog/
  • Feb 4

    Attorney Kent Berk Featured on Money Radio 1510

    Attorney Kent Berk Featured on Money Radio 1510
    Last week one of our very own was featured on Money Radio 1510AM – Phoenix to discuss several topics, including elder abuse and financial exploitation. Click here to listen to the full interview.   The post Attorney Kent Berk…
  • Jan 12

    Kent Berk to be Interviewed on Money Radio

    Kent Berk to be Interviewed on Money Radio
    Join Kent for a discussion regarding elder law on Friday, January 29, 2016 from noon to 1:00 PM on Money Radio 1510 AM or 99.3 FM.  The show can be heard live on www.moneyradio1510.com.  Kent will discuss claims and remedies…
  • Dec 16

    Whitney Houston’s and Daughter’s Estates Embroiled in Dispute

    Whitney Houston’s and Daughter’s Estates Embroiled in Dispute
    The death of Whitney Houston was a devastating loss to the music and acting communities, and the world. The talented singer was found dead in February of 2012. Trouble regarding the singer’s estate began brewing almost immediately. Her…
Rank this Week: 1789

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

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

http://www.illinoisestateplan.com/blog
  • Feb 2

    District 211 Class Announcement for March 2016

    District 211 Class Announcement for March 2016
    I will be teaching an adult continuing education class for District 211 covering a broad range of estate planning and estate administration topics. Topics include asset ownership, wills, trusts, probate, trust administration, estate and gift…
  • Jan 21

    New Illinois Laws for 2016, Part 2: Guardianship & Health

    New Illinois Laws for 2016, Part 2: Guardianship & Health
    Last week I introduced six new Illinois laws for 2016 related to probate, trusts and estate planning. This week I will provide short summaries of eight new Illinois laws that relate to guardianship, health care and elder law matters. In all,…
  • Jan 13

    New Illinois Laws for 2016, Part 1: Probate, Trusts & Estate Planning

    New Illinois Laws for 2016, Part 1: Probate, Trusts & Estate Planning
    Happy New Year! As I did for 2015, I want to update readers on select new laws that took effect either 1/1/16 or earlier in 2015. A total of 237 new laws went into effect at the start of the year. This week I will highlight 6 noteworthy laws…
Rank this Week: 1496

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jan 27

    New York Estates May Involve The Possession of Residential Apartment

    New York Estates May Involve The Possession of Residential Apartment
    When a person dies, one of the first tasks that a family and fiduciary face is to take control over the decedent’s residence. New York estate lawyers are aware that accessing and securing a decedent’s home can often be difficult…
  • Jan 20

    A New York Supplemental Needs Trust Must Be Clearly Stated In Estate Planning Document

    A New York Supplemental Needs Trust Must Be Clearly Stated In Estate Planning Document
    A Supplemental Needs Trust (SNT) is an important mechanism to provide financial security for persons with disabilities. The New York Probate Lawyer Blog has posted a number of articles regarding the requirements and benefits of a SNT.…
  • Jan 13

    A New York Last Will May Be Deemed Revoked if Not Found

    A New York Last Will May Be Deemed Revoked if Not Found
    Estate planning is an essential part of making certain that a person’s assets are managed and distributed in accordance with one’s intentions. New York Estate Lawyers counsel clients with regard to the preparation and execution of…
Rank this Week: 1180

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Jan 20

    RETROACTIVE DUE PROCESS IN PROBATE

    RETROACTIVE DUE PROCESS IN PROBATE
    Typically, when the Supreme Court of the United States announces a new Rule of Federal Constitutional Law dealing with due process, the new Rules are applied retroactively.  However, Florida probate courts are left with the power and…
  • Jan 5

    Will Substitutes in Florida

    Will Substitutes in Florida
    THE CONFUSING LAW OF WILL SUBSTITUTES “Many legal doctrines today appear jarringly, carelessly, almost randomly out of harmony with one another.  The chaos has gone largely undetected and hence, has continued to swirl…
  • Dec 15

    Pay-on-Death Accounts can be invalidated for undue influence

    Pay-on-Death Accounts can be invalidated for undue influence
    A POD designation can be invalidated for undue influence and recipient of the funds ordered to return the funds. Many Estate plans involve what are commonly referred to as “pay-on-death” or “POD” accounts.  These…
Rank this Week: 1283

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/
  • Dec 24

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute
    As the year draws to a close, I sometimes recall the stresses of final exam season from my law school days. In the spirit of reminiscence, I’ll pose a quick final-exam-like fact pattern: Jane owned a parcel of real property in New Hyde…
  • Nov 30

    The Essentials of a Discovery Proceeding

    The Essentials of a Discovery Proceeding
    This month’s blog post will address a recent decision by the Appellate Division, First Department, entered in In re Perelman, that helps reiterate and define the parameters of discovery proceedings. The case is interesting not only for…
  • Aug 14

    Dishonesty and Improvidence as Grounds for Disqualification of a Fiduciary

    Dishonesty and Improvidence as Grounds for Disqualification of a Fiduciary
    A recent decision of the Richmond County Surrogate’s Court addressed a frequently litigated issue in Surrogate’s Court litigation – – whether the proposed or nominated fiduciary should be disqualified from serving in a…
Rank this Week: 1275

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Dec 8

    Adult Day Care—An Alternative to Nursing Home Placement (An Elder Law Today Blog)

    Adult Day Care—An Alternative to Nursing Home Placement (An Elder Law Today Blog)
    Isolation is often a great danger to elders living independently and, as an alternative to moving into a nursing facility or assisted living facility, many elders have been able to remain living at home with the assistance of adult day care…
  • Dec 3

    Do You Need to Speak with an Elder Care Law Firm?

    Do You Need to Speak with an Elder Care Law Firm?
    The question of when you might need to speak to an elder care law firm can be a difficult one to answer. What is an elder care law firm? How can they help you? What if it is a loved one who needs help? This blog article will address these…
  • Nov 18

    Home Safety – Reducing the Risk of Falls (An Elder Law Today Blog)

    Home Safety – Reducing the Risk of Falls (An Elder Law Today Blog)
    Every 13 seconds, an older adult is treated in the emergency room for a fall, and an older adult dies from a fall every 20 minutes. Falls can occur anywhere, but most occur in the home. Falls can be prevented and the home made safer for…
Rank this Week: 1560

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/
  • Oct 6

    California Passes Right to Die Law

    California Passes Right to Die Law
    New Law Permits Terminally Ill Patients to End Their Lives. Known as the End of Life Option Act, California’s newest law decriminalizes self-end to one’s life and allows terminally ill people to end their lives humanely.  The…
  • Oct 2

    DIY Death Transfer by Deed Is No Substitute for a Good Estate Plan

    DIY Death Transfer by Deed Is No Substitute for a Good Estate Plan
    Joint Tenancy or California’s new “Transfer on Death Deed” May Help with Do-It-Yourself (DYI) Planning, But It Is Easy to Make Mistakes.  Existing law allows a “joint tenancy with right of survivorship” deed…
  • Jun 26

    Supreme Court Upholds Same Sex Marriage

    Supreme Court Upholds Same Sex Marriage
    In a landmark decision issued June 26, 2015, the United States Supreme Court has upheld the right of same sex couples to marry in the United States. My fellow members at Wealth Counsel issued a succinct summary of this ruling ……
Rank this Week: 1498

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Jul 6

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

    Myers v. Myers: Executor may not run estate as his personal busine
    The Georgia Supreme Court handed down the probate case of Myers, Executor v. Myers, today. In some ways, the case is an unremarkable example of an executor using an estate as a cash cow for his personal expenditures and, among other…
  • Mar 6

    Clarke County Superior Court totally reversed on appeal in trust matter

    Clarke County Superior Court totally reversed on appeal in trust matter
    The superior court judge of Athens-Clarke County apparently totally botched a trust litigation matter, according to the Georgia Court of Appeals. The lower court had determined that a trust's maker (the "settlor") had improperly amended…
  • Feb 25

    Facebook at vanguard of digital inheritance

    Facebook at vanguard of digital inheritance
    Facebook users (of which this firm is not one) have long since realized that their accounts are digital journals of their lives. These records are valuable, not only to users, but to their posterity.  Responding to…
Rank this Week: 1638

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: 1697

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 1403

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

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

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

    A Faulty Settlement and Some Buyer's Remorse

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

    Some Tips on Paying Estate Debt

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

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 1733

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Feb 5

    2016 MUNICIPAL COURT COLLEGE Seminar March 7, 2016

    2016 MUNICIPAL COURT COLLEGE Seminar March 7, 2016
    2016 MUNICIPAL COURT COLLEGEMonday, March 7, 2016 5:30pm-9:00pmNJ Law Center, New BrunswickOur Faculty: Kenneth A. Vercammen, Esq., K. Vercammen & Associates (Edison)Tara Auciello, Esq., Law Offices of Tara Auciello (New Brunswick) John…
  • Jan 27

    Careless driving plea bargain 39:4-97

    Careless driving plea bargain 39:4-97
    39:4-97 Careless driving    39:4-104 Fine or imprisonment notexceeding 15 days, or both$50 $200 plus court costsNJ MVC Points 39:4-97 Careless driving 2And 2 Car insurance pointsPlus Judge Can Suspend DL for Willful Traffic…
  • Jan 26

    Sayreville Library Wills Seminar Feb 22, 2016

    Sayreville Library Wills Seminar Feb 22, 2016
    Wills & Power of Attorney Seminar Sayreville Public Library1050 Washington Road, NJ 08859 February 22, 2016 at 6:30PM SPEAKER: Kenneth Vercammen, Esq. Edison, NJ (Author- Answers to Questions About Probate) The NJ Probate Law…
Rank this Week: 4277

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Feb 4

    Controlling your California Trust or Will mediation–Part 1

    Controlling your California Trust or Will mediation–Part 1
    The process of mediation. Mediation is a process, a process you can use to reach a successful resolution in your case, but only if you understand how the process works. So many people fail to maximize what they can get out of their case by…
  • Jan 28

    How to Handle Bad Trustees: Damages for Breach of Trust

    How to Handle Bad Trustees: Damages for Breach of Trust
    When a California Trustee breaches his duties of Trust, there can be damages that must be repaid by the Trustee.  However, not every type of damage is available.  For example, there are no “pain and suffering” type…
  • Jan 21

    Quality Matters in California Trust and Will Contest

    Quality Matters in California Trust and Will Contest
    When exactly did we lose sight of quality? In our fast paced world, we often expect things (1) cheaply, and (2) quickly. That works great for fast food and cheap electronics, but not so well for professional services. If you need a heart…
Rank this Week: 3743

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Feb 1

    Court Hears Petition for Summary Judgment

    Court Hears Petition for Summary Judgment
    A New York Estate Lawyer said that, in this probate proceeding, the proponent, one of the decedent's daughters and the sole residuary legatee under the propounded instrument dated March 8, 1983, seeks leave to move for summary judgment more…
  • Jan 30

    Petitioner Brings Motion Compelling Appearance of Proponent

    Petitioner Brings Motion Compelling Appearance of Proponent
    A New York Estate Lawyer said that, this is a motion for an order directing the proponent, who is decedent's widow, to appear for an examination before trial to enable petitioner to frame objections to the propounded instrument bearing date…
  • Jan 28

    Court Decides Status of Unwitnessed Holographic Will

    Court Decides Status of Unwitnessed Holographic Will
    A New York Estate Lawyer said that, the petitioner, a sister of the testator, presents an unwitnessed holographic instrument executed January 9, 1968 ('January instrument') and also a duly executed instrument (which has been proved as a will)…
Rank this Week: 3294

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 1

    The Dangers of DIY Estate Planning

    The Dangers of DIY Estate Planning
    We are a nation of do-it-yourselfers. Nowhere is that fact more evident than in our local Home Depot or Lowe’s stores. If we need new flooring, we take a class to learn how to install tile or hardwoods. If we need a room painted, there…
  • Jan 22

    Can I Make a Will if I am Physically Incapable of Signing a Document?

    Can I Make a Will if I am Physically Incapable of Signing a Document?
    A Will is an important document. It allows you to specify how and to whom you property is distributed when you die. To be valid, certain formalities must be followed. For example, if you want to create a holographic Will, it should be…
  • Jan 13

    Is There a Way to Find a Deceased Person Missing Life Insurance Policy?

    Is There a Way to Find a Deceased Person Missing Life Insurance Policy?
    The sudden death of a spouse is devastating, and the devastation can be magnified when financial pressures abound. In families which rely on the deceased spouse’s income for meeting financial obligations, having one income suddenly…
Rank this Week: 4941

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: 2707

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 29

    Who is Responsible for Protecting Your Rights as a Shareholder?

    Who is Responsible for Protecting Your Rights as a Shareholder?
    Becoming a shareholder in a corporation is a weighty decision. You are deciding that you trust a company enough to invest. Sometimes, it’s hard to be certain that the company is holding up its end of the deal. As a shareholder, you have…
  • Jan 22

    Exactly How Does Power of Attorney Work?

    Exactly How Does Power of Attorney Work?
    Some people think that establishing power of attorney is only for the very wealthy, or those with pressing health concerns. In fact, it’s a good idea for every person to have this important safeguard in place. With the help of a good…
  • Jan 15

    Why a Nonprofit Nursing Home May Be the Best Option for Your Loved One

    Why a Nonprofit Nursing Home May Be the Best Option for Your Loved One
    Choosing a nursing home facility for an elderly loved one is a difficult decision for a family to make. There are so many factors at play: quality of care, distance from home, and a pleasant environment, among others. Many options may be…
Rank this Week: 2239

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Jan 28

    Can Assets in a Living Trust Impact Medicaid Eligibility?

    Can Assets in a Living Trust Impact Medicaid Eligibility?
    There are a number of very useful things that can be accomplished through the creation of a revocable living trust. Assets in this type of trust can be distributed outside of probate, and this is one advantage. Secondly, you can include…
  • Jan 26

    Elder Care: The Imperfect Storm

    Elder Care: The Imperfect Storm
    There are some things that you should know about elder care when you are devising a budget for your senior years. Many people are under the impression that health care expenses won’t be much of a concern, because Medicare will pick up…
  • Jan 21

    End the Estate Planning Procrastination in 2016

    End the Estate Planning Procrastination in 2016
    People often make resolutions when a new year rolls around, and this is a very good idea. When the page is turned, you have a fresh opportunity to make changes and take care of responsibilities that you have been procrastinating about. With…
Rank this Week: 2900

Murphy's Law Blog

Murphy's Law Blog

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

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

    A Warning for Long-Term Care Patients: Monitor Your B12 Level

    A Warning for Long-Term Care Patients: Monitor Your B12 Level
    Today’s entry is a little different from my usual blogs, and it’s written especially for my clients who are currently receiving some form of long-term care. A brand-new study out of Canada, reported in U.S. News & World…
  • Jan 20

    You Can’t Paint Long-Term Care Insurance with a Broad Brush

    You Can’t Paint Long-Term Care Insurance with a Broad Brush
    Forbes has an interesting new article that traces the history of long-term care insurance in America. It’s a topic I suspect many college history courses fail to touch upon, and not many more law school classes either. Essentially, the…
  • Jan 13

    A New Year, A New Hope for Dementia

    A New Year, A New Hope for Dementia
    Star Wars is all anyone is talking about these days, so I supposed it’s appropriate to be blogging about “a new hope.” (For those who’ve been hiding under an asteroid for the last forty years, A New Hope is the…
Rank this Week: 3817

Tennessee Wills and Estates

Tennessee Wills and Estates

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

http://www.tennesseewillsandestates.com
Rank this Week: 2416

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
  • Jan 18

    Ethical Wills: A Legacy With Love

    Ethical Wills: A Legacy With Love
    My dream to build an estate planning practice was born early in my law school career. My first trusts and estates class introduced me to a legal world where the most important and sensitive parts of our lives, our mortality, were front and…
  • Dec 17

    Where Should I Keep My Will

    Where Should I Keep My Will
    So you’ve done the responsible thing. You’ve prepared a last will to protect your family when you die. Great – now where do you keep it? For starters, somewhere your loved ones can find it. But which place is most safe yet…
  • Oct 27

    Seven Questions to Ask an Estate and Probate Attorney

    Seven Questions to Ask an Estate and Probate Attorney
    Nobody wants to call a probate lawyer. People only call us when they are dealing with the loss of a family member and need help through the process. Over the years, I have been privileged to speak with hundreds of clients and helped address…
Rank this Week: 1906

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

Covers wills & trusts, probate and conservatorships. By Ginzburg & Bronshteyn LLP.

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jan 16

    Beverly Hills Bar Association Program – Wills, Evidence and Henry VIII: A Discussion of Estate of Duke

    Beverly Hills Bar Association Program – Wills, Evidence and Henry VIII: A Discussion of Estate of Duke
    Firm partner, Yasha Bronshteyn, is looking forward to attending the A Discussion of Estate of Duke which will be presented on January 19, 2016, at Lawry’s in Beverly Hills, by the Beverly Hills Bar Association-Trust & Wills…
  • Dec 3

    Mental Competence/Conservatorship

    Mental Competence/Conservatorship
    Looks like an attempt at a potential conservatorship of Sumner Redstone the 92-year-old executive chairman of Viacom Inc. and CBS Corp.  However, at this juncture Mr. Redstone will not have to submit to a battery of medical tests to…
  • Oct 10

    Probate Lawyers’ Breakfast Club – with Judge Daniel S. Murphy

    Probate Lawyers’ Breakfast Club – with Judge Daniel S. Murphy
    Ginzburg & Bronhteyn, LLP, Trust Litigator and firm partner, Yasha Bronshteyn, will attend the Probate Lawyers Event presented by ADR Services on October 27, 2015, where Judge Daniel S. Murphy, most recently sitting in Department 29…
Rank this Week: 3522

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
  • Jan 10

    4 Federal Trademark Benefit

    4 Federal Trademark Benefit
    One of the most common questions people ask trademark attorneys is: Why should I apply for federal trademark registration — what benefits does it provide? Well, there are actually lots of benefits, but there are four (4) principal…
  • Nov 2

    Passing Values, Not Just Money, via Incentive Trust

    Passing Values, Not Just Money, via Incentive Trust
    It's one of the deepest felt concerns. How can you pass your values onto your children and grandchildren even if you pass away earlier than you expect? Letters, family trips and treasured memories are one way to leave a legacy, but what about…
  • Sep 28

    Kids Off to College? It Might Be Time for an Estate Plan Update

    Kids Off to College? It Might Be Time for an Estate Plan Update
    You're finally an empty nester. After sending the youngest of your kids off to college, you are a mixed bag of emotions. On one hand, you're happy to see your kids fly the coup and spread their wings. On the other, you're wondering where time…
Rank this Week: 4529

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 4

    How Can You Minimize Your Estate Tax Exposure?

    How Can You Minimize Your Estate Tax Exposure?
    People in most areas of the country have just one estate tax to concern themselves with. The federal estate tax is applicable everywhere, but the good news is that there is a relatively large estate tax exclusion. The credit or exclusion is…
Rank this Week: 2496

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

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

http://www.boydstunlaw.com/blog/
  • Dec 22

    The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

    The Hardship Exception to the Medicaid Penalty Period: Rare But Possible
    If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an "undue hardship." The…
  • Dec 22

    How Your IRA Can Benefit Both Your Heirs and Charity

    How Your IRA Can Benefit Both Your Heirs and Charity
    Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. The post How…
  • Dec 4

    Should an Annuity Be Part of Your Retirement Planning?

    Should an Annuity Be Part of Your Retirement Planning?
    Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused.  The post Should an Annuity Be Part of Your Retirement Planning? appeared first on Boydstun.
Rank this Week: 2888

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/
  • Dec 18

    2016 Standard Mileage Rates for Business, Medical and Moving

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

    Tax Positions of Presidential Candidate

    Tax Positions of Presidential Candidate
    Here is a neat info-graphic on the tax positions of the Presidential Candidates. Special thanks to MBACentral.org Filed under: Business Planning, Estate and Gift Tax Planning, Estate Planning, income tax planning, Income Taxes, Taxes Tagged:…
  • Aug 9

    New 2015 Tax Law Changes Tax and FBAR Filing Deadlines & Other Noteworthy Compliance Provisions: The Good, The Bad & The Ugly

    New 2015 Tax Law Changes Tax and FBAR Filing Deadlines & Other Noteworthy Compliance Provisions: The Good, The Bad & The Ugly
    On Friday, July 31, 2015, President Barack Obama signed HR 3236, the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015″ (the “Act”). Not sure how this name relates to taxes but in any…
Rank this Week: 3700

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 15

    Texas History – Do You Know Who, on Behalf of the Federal Government, Declared the Freedom of All Slaves?

    Texas History – Do You Know Who, on Behalf of the Federal Government, Declared the Freedom of All Slaves?
    On behalf of the Federal government, Union General Gordon Granger declared the freedom of all slaves and the nullification of Confederate laws at Galveston, Texas, on June 19, 1865. This declaration set off joyous demonstrations by freedmen…
  • Dec 14

    Free Report: Texas Estate Liquidity – What It Is, Why It’s Important and How to Plan For It

    Free Report: Texas Estate Liquidity – What It Is, Why It’s Important and How to Plan For It
    Estate liquidity refers to the amount of cash available to your loved ones from your estate when you die. The concept of liquidity is something you are undoubtedly familiar with even if you don’t use the term “liquidity”.…
  • Dec 11

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    James Gandolfini (1961-2013) – Actor & Producer James Gandolfini was an American actor best known for his role as Tony Soprano in The Sopranos as Tony Soprano, a troubled crime boss struggling to balance his family life and career…
Rank this Week: 2476

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Dec 10

    Determining if a life insurance policy is governed by ERISA

    Determining if a life insurance policy is governed by ERISA
    One of the first questions I ask a potential client with a life insurance dispute is whether or not the insured obtained the policy through their employer. This helps me determine whether state or federal law applies to the dispute....
  • Nov 19

    When offering a will can lead to criminal charge

    When offering a will can lead to criminal charge
    The Mary Ellen Bendtsen estate has been the subject of much media coverage in the Dallas area. The short version of events is that she owned a historic mansion on Swiss Avenue in Dallas. Several years before her 2005 death,...
  • Apr 29

    Court of appeals upholds removal of executor

    Court of appeals upholds removal of executor
    In Estate of Montemayor, the San Antonio Court of Appeals considered a challenge to the probate court's removal of an independent executor. Such removals have become more difficult since the Texas Supreme Court's opinion in Kappus v. Kappus.…
Rank this Week: 4925

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/
  • Nov 16

    The Bipartisan Budget Act of 2015

    The Bipartisan Budget Act of 2015
    President Obama, Nov. 2, signed into law the Bipartisan Budget Act of 2015, a two-year budget deal. The legislation raises the federal debt limit and is paid for in part by provisions eliminating two Social Security retirement benefit…
  • 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:…
Rank this Week: 3134