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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Sep 2

    Retirement for Star Athlete

    Retirement for Star Athlete
    Retirement for many star athletes is similar to the average American, as they also struggle with some of the same emotional and financial challenges. A major difference, however, is that pro athletes are forced to deal with it at a...
  • Sep 2

    Article on Discretionary Distribution

    Article on Discretionary Distribution
    Leslie Kiefer Amann (Sentinel Trust Company LBA) recently published an article entitled, Discretionary Distributions: Old Rules, New Perspectives, Estate Planning and Community Property Law Journal, Vol. 6 No. 2, 181-220 (2014). Provided…
  • Sep 2

    Student Loan Refund Check Pitfall

    Student Loan Refund Check Pitfall
    Most college graduates with federal student loan debt regret how they spent their student loan refund checks. The refund checks are issued to the student from the remaining amount of federal student loan after all university costs are paid.…
Rank this Week: 49

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/
  • Sep 2

    From Google to Tolstoy Bot: Should the First Amendment Protect Speech Generated by Algorithms?

    From Google to Tolstoy Bot: Should the First Amendment Protect Speech Generated by Algorithms?
    Stuart Minor Benjamin, Algorithms and Speech, 161 U. Pa. L. Rev. 1445 (2013), available at SSRN.Margot KaminskiInformation, increasingly, is everywhere. Machines gather information, process it, and automatically communicate it, often in terms…
  • Aug 20

    Jotwell 2014 Summer Break

    Jotwell 2014 Summer Break
    Jotwell is taking a short summer break. Posting will resume on Tuesday, September 2. However, even while we’re on break, we’ll be accepting submissions, editing them, updating the site’s theme, and of course getting ready…
  • Aug 19

    What We Talk About When We Talk About Crime

    What We Talk About When We Talk About Crime
    John S. Stinneford, Punishment Without Culpability, 102 J. Crim. L. & Criminology 653 (2012).Angela HarrisJohn Stinneford begins his article by asking the reader to imagine herself a UPS delivery truck driver in Tampa, Florida. He…
Rank this Week: 202

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Power Of Attorney Not Always Easy To Use

    Power Of Attorney Not Always Easy To Use
    An article in today's New York Times sheds some interesting light on powers of attorney and their sometimes unforeseen drawbacks. Your lawblogger thinks it is well worth a look.
  • Aug 21

    Anna Nicole Smith Estate (Finally) Out Of Court

    Anna Nicole Smith Estate (Finally) Out Of Court
    The ABA Journal reports on the final failure of the Estate of Anna Nicole Smith to recover  hundreds of millions of dollars from the estate of her late husband J. Howard Marshall. Marshall, a Texas oil billionaire died at 89, a year…
  • Aug 14

    Do Not Try This At Home --The Do It Yourself Will

    Do Not Try This At Home --The Do It Yourself Will
    The Do It Yourself  legal industry is flourishing with claims that you do not need a lawyer to get your affairs in order with a low-cost DIY will. Just input your credit card information, download the easy to use form, fill in the blank…
Rank this Week: 214

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: 242

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: 286

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/
  • Sep 2

    3 Problems With Life Estate Title of Real Property

    3 Problems With Life Estate Title of Real Property
    Real estate laws in North Carolina allow property owners to create and convey remainder interests in real property, while retaining lifetime rights to the property (a life estate). This is one way to transfer parents’ real property to…
  • Aug 25

    Asset Protection in Second Marriage

    Asset Protection in Second Marriage
    What asset protection strategies should an individual consider after divorce if they play to re-marry? Whether a marriage is a first or fifth, some planning tools always offer a degree of protection. Every couple’s goals, life stage,…
  • Aug 22

    Estate Plan Update: New Life Insurance Option

    Estate Plan Update: New Life Insurance Option
    Life insurance can be a great estate planning tool. Payments generally do not go through probate, loved ones may not need to struggle financially after one’s death, and proceeds can be protected from creditors. A new option called a…
Rank this Week: 421

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/
  • Aug 29

    Celebrity Legacies: Whitney Houston No Stranger To Estate Trouble

    Celebrity Legacies: Whitney Houston No Stranger To Estate Trouble
    Whitney Houston's fortune bounced from sky-high to significant debt. What did this mean for her estate? And was it money — or something else — behind Whitney’s ugly legal battle with her “step-mother”? How…
  • Aug 20

    Celebrity Legacies: The Anna Nicole Smith Estate Battle

    Celebrity Legacies: The Anna Nicole Smith Estate Battle
    So how long exactly does it take to resolve the dispute over the estate of an 89-year old Texas oil tycoon who married a 26-year old stripper and Playboy Playmate? Shouldn't the case end when both the stripper (Anna Nicole Smith) and her…
  • Aug 15

    Will Robin Williams' Estate Be Broke?

    Will Robin Williams' Estate Be Broke?
    The initial shock of Robin Williams’ tragic death, apparently from hanging himself, is giving way to reflections of his memory and legacy. Another question many people are asking is what happens next for his family and his estate. He…
Rank this Week: 441

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/
  • Aug 25

    Estate Planning: Dealing with your digital death instead of before

    Estate Planning: Dealing with your digital death instead of before
    Portland company WebCease is making waves in the probate and estate-planning community by helping attorneys and grieving families locate the deceased's digital accounts. CEO Glenn Williamson aims to be the first to provide this service to…
  • Aug 18

    Three Documents Every 18-Year-Old Should Sign

    Three Documents Every 18-Year-Old Should Sign
    As most young adults are about to return to college, most parents do not think about the fact that not that their child is 18 they are an adult in the eyes of the law. Deborah Jacobs has written an article on this in Forbes outlining two…
  • Aug 14

    Do I need to go through a lawyer to make a will in Florida or can I use a website like legalzoom?

    Do I need to go through a lawyer to make a will in Florida or can I use a website like legalzoom?
    You can use a website or create your own will in Florida, but we find that some people do not create valid wills, or create wills that do things other than what they want. We only charge $200 for a will so an online will does not save very…
Rank this Week: 555

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
  • Aug 29

    ALS Association Ice Bucket Challenge Trademark Filing

    ALS Association Ice Bucket Challenge Trademark Filing
    The ALS Association has filed an application to register a federal trademark for "Ice Bucket Challenge", the viral sensation that has swept the nation this summer. Although most Americans likely associate "Ice Bucket Challenge" with the ALS…
  • Jul 30

    What is a Family Limited Partnership?

    What is a Family Limited Partnership?
    A family limited partnership, or FLP, can allow a taxpayer to leverage two federal tax devices in conjunction with a technique known as “discounting” in order to reduce the amount of federal tax imposed at the time of that…
  • Jun 27

    The Aereo Decision & Cloud Computing

    The Aereo Decision & Cloud Computing
    In American Broadcasting Companies, Inc. v. Aereo, Inc. the U.S. Supreme Court recently held that Aereo's service, which converts and subsequently (re)transmits over-the-air television broadcasts in near real time to Aereo's customers via the…
Rank this Week: 950

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
  • Aug 20

    Robin Williams estate in the new

    Robin Williams estate in the new
    I was reading this article about Robin Williams’ estate. It is written by a Minnesota lawyer.  I am not saying the story is “wrong” but it is a little misleading. Now that makes for better reading than a 100% accurate…
  • Aug 12

    California Insurance Code Section 10113.71 Form

    California Insurance Code Section 10113.71 Form
    Have you gotten forms from your life insurance companies giving you the option of providing them an alternate person to receive your lapse notices? I love this! It all stems from California Assembly Bill 1747 which became effective January 1,…
  • Aug 7

    Ask your parents some tough questions to help everybody

    Ask your parents some tough questions to help everybody
    Back in 2012 I posted a blog about talking to your parents about their estate plan. I called it “5 Questions to ask YOUR parents about their estate plan.”  I encourage you to read it before reading on…. The key…
Rank this Week: 979

South Florida Estate Planning Law

South Florida Estate Planning Law

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

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

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

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

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

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

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
    I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law…
Rank this Week: 947

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Aug 28

    Issue in this Case is Whether Estate Venue is Proper

    Issue in this Case is Whether Estate Venue is Proper
    A New York Probate Lawyer said that, this proceeding requires consideration of SCPA 205 (L 1984, ch 128, effective June 21, 1984) which substituted the flexible and waivable concept of venue for the inflexible and non-waivable concept of…
  • Aug 27

    Court Decides if Attorney Fees Should be Granted

    Court Decides if Attorney Fees Should be Granted
    A New York Probate Lawyer said that, before the court is the first and final account of the Public Administrator for the estate of the decedent, who died intestate, a resident of Hempstead, on June 21, 1993, leaving one daughter, surviving.…
  • Aug 26

    The Issue in this Case is Whether the Venue is Proper

    The Issue in this Case is Whether the Venue is Proper
    A New York Probate Lawyer said that, this proceeding requires consideration of SCPA 205 (L 1984, ch 128, effective June 21, 1984) which substituted the flexible and waivable concept of venue for the inflexible and non-waivable concept of…
Rank this Week: 1084

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 17

    Probate court deadlines - In re Estate of Loyd

    Probate court deadlines - In re Estate of Loyd
    On Tuesday, the Court of Appeals of Georgia handed down its opinion in In re Estate of Loyd.The details of that case are fairly mundane in the world of probate litigation. A will was challenged on grounds of undue influence by a disinherited…
  • Jul 12

    In re Estate of Helms - Executor's discretion does not extend to hypothetical claim

    In re Estate of Helms - Executor's discretion does not extend to hypothetical claim
    The Georgia Court of Appeals just handed down the case of In re Estate of Helms.  In it, the all-too-familiar facts of an heir acting well outside his powers. In this estate, one of the heirs - one Rowell - was named Executor in the…
  • Jun 12

    Opelika, Alabama "Wills for Heroes" Event

    Opelika, Alabama "Wills for Heroes" Event
    [...]
Rank this Week: 1300

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: 1202

California Tax Attorney Blog

California Tax Attorney Blog

Covers tax controversies involving the IRS and California Franchise Tax Board, as well as California probate, estate planning matters and business transactions. By Mitchell A. Port.

http://www.californiataxattorneyblog.com/
  • Sep 2

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Dec 29

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 1157

Kershisnik Law

Kershisnik Law

Covers Idaho family, criminal, probate and personal injury legal issues. By Patrick Kershisnik.

http://kershisniklaw.blogspot.com/
  • Apr 20

    Boise Divorce Attorney - Boise Family Law Lawyers - Boise Custody Attorneys Lawyer

    Boise Divorce Attorney - Boise Family Law Lawyers - Boise Custody Attorneys Lawyer
    Kershisnik Law, (208) 472-2383, Boise Divorce Attorney, Idaho Family Law Lawyers, divorce, custody, modification, child support, family law.As a Boise Divorce Attorney I often get calls concerning child support. There are many issues…
  • Apr 18

    Boise Probate Attorneys - Idaho Estate Planning Lawyer

    Boise Probate Attorneys - Idaho Estate Planning Lawyer
    To speak with a Boise Probate Attorney or an Idaho Estate Planning Lawyer, please call (208) 472-2383, for probate and estate planning in Idaho.As a Boise Probate Attorney one of the most frequent questions I get is how long does it take to…
  • Apr 4

    Boise Divorce Attorney - Divorce Attorneys, Family Law Lawyers, Probate Attorneys, Boise, Idaho

    Boise Divorce Attorney - Divorce Attorneys, Family Law Lawyers, Probate Attorneys, Boise, Idaho
    Boise Divorce Attorneys - Boise Probate Attorneys - Family Law Lawyers, (208)472-2383Today I am going to discuss probate and divorce. What do probate and divorce have to do with each other? A lot, especially when you get divorced and forget…
Rank this Week: 1089

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Sep 1

    Little Known Law May Help Seniors Needing Long Term Care (Part 2)

    Little Known Law May Help Seniors Needing Long Term Care (Part 2)
                    Last week we were discussing a little known law that can be a boon to seniors.  The Pension Protection Act of 2006 contains provisions that allow…
  • Aug 24

    Little Known Law May Help Seniors Needing Long Term Care

    Little Known Law May Help Seniors Needing Long Term Care
                    On August 17, 2006, President George W. Bush signed into law the Pension Protection Act of 2006.  The average American probably never heard of the…
  • Aug 18

    Uneven Inheritance – To Tell or Not to Tell

    Uneven Inheritance – To Tell or Not to Tell
    “I want to leave more to one child than another”, the client will tell me.  In some cases one child is more financially established than another.   Or maybe one child has special needs, whether diagnosed or not.…
Rank this Week: 1376

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/
  • Aug 8

    “Easy” Cases Make Bad Law Too

    “Easy” Cases Make Bad Law Too
    In a decision that could well cause even the most casual trusts and estates practitioners to scratch their proverbial heads in wonder, the Appellate Division, Third Department, in Matter of Buchting, 111 AD3d 1114, 975 NYS2d 794 (3d Dept…
  • Jul 11

    Testamentary Capacity, Summary Judgment and a Testator’s Diagnosis of Dementia

    Testamentary Capacity, Summary Judgment and a Testator’s Diagnosis of Dementia
    Although summary judgment in a contested probate proceeding historically has been rare, the recent trend has been for Surrogate’s Courts to grant such relief with increasing frequency. Consistent with that recent trend,…
  • May 30

    To be Family or Not to be Family? That is the Question

    To be Family or Not to be Family? That is the Question
    Two recent decisions from the New York County Surrogate’s Court attempt to answer this question. In Estate of Weisberg, decided on April 8, 2014, the court addressed the issue of marriage. Faced with competing petitions for letters of…
Rank this Week: 1517

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: 1660

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.
  • 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…
  • 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: 1575

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: 1400

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: 1650

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Sep 2

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust

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

    The Reasons We Give

    The Reasons We Give
    Estate planners often focus on the tax benefits of making a gift, as smart planning can help reduce or eliminate a wide array of taxes on the estate and individual. But if you thought the primary motivation for donor gift-giving was related…
  • Aug 19

    Do You Have a Claim for Tortious Interference With an Expected Inheritance?

    Do You Have a Claim for Tortious Interference With an Expected Inheritance?
    Tortious interference with an expected inheritance occurs when someone intentionally prevents, through fraud, duress, or other tortious means, another person from receiving an inheritance or gift that other person otherwise would have…
Rank this Week: 1781

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/
  • Sep 2

    Is Incapacity Planning Really Important?

    Is Incapacity Planning Really Important?
    People sometimes overlook incapacity planning because they feel as though it is not really important. They know that some elders become unable to make their own decisions, but they take the “this will never happen to me” approach.…
  • Aug 26

    How Does Medicaid/Medi-Cal Apply to Married Couples?

    How Does Medicaid/Medi-Cal Apply to Married Couples?
    Medicaid is a jointly administered federal/state government health insurance program. It is designed as a safety net that provides health care insurance for people who can demonstrate significant financial need. In the state of California,…
  • Aug 21

    What Is a Letter of Final Instruction?

    What Is a Letter of Final Instruction?
    Estate planning is going to involve the execution of legally binding documents. In some of these documents you are communicating your wishes regarding the transfer of your assets. Communication is the operative word here. When you plan your…
Rank this Week: 1807

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/
  • Aug 31

    Medi-Cal and “Estate Recovery”

    Medi-Cal and “Estate Recovery”
    An estate is not only responsible for distributing property after your death. It must also pay any valid debts to the extent your assets allow. Medical debts are a common expense most estates must pay. And if the deceased received health care…
  • Aug 29

    The Importance of Safekeeping Your Will

    The Importance of Safekeeping Your Will
    A last will and testament does little good if nobody can find the document after you pass away. It is important to safeguard your signed, original will as it must be filed with a probate court in order to formally open an estate. As a general…
  • Aug 22

    What Is a “Pour-Over” Will?

    What Is a “Pour-Over” Will?
    In estate planning, a “pour-over will” is a document signed in conjunction with the creation of a living trust. A pour-over will is like any other last will and testament, except that it distributes—or “pours…
Rank this Week: 1808

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/
  • Aug 26

    Labor Day in Phoenix, AZ

    Labor Day in Phoenix, AZ
    Labor Day isn’t just a three-day cookout and party weekend in the Phoenix region this year. Check out Artlink First Fridays in downtown Phoenix, where over 70 galleries will display art for your…
  • Aug 19

    Lou Reed Leaves $30 million—and Only a Will

    Lou Reed Leaves $30 million—and Only a Will
    Lou Reed, famous for 70’s hits like “Walk on the Wild Side,” died on October 27, 2013, leaving behind an estate worth at least $30 million that generated around $20 million in income since he died. Wealth like that is often…
  • Aug 11

    Rising Elder Abuse in Arizona

    Rising Elder Abuse in Arizona
    The numbers of elder abuse cases in Arizona are increasing as the state’s retired population grows. Scams targeting the elderly may be the focus of news reports, but the reality of the situation is even sadder. The elderly are…
Rank this Week: 2292

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
  • Aug 22

    4 Requirements to Qualify for VA Improved Pension

    4 Requirements to Qualify for VA Improved Pension
    This article is going to visit the four requirements to qualify for VA improved pension with aid and attendance benefits.  Do not proceed with any application without double checking these four requirement in detail and having…
  • Aug 8

    Medicaid Look Back Period: How to Protect Your Money

    Medicaid Look Back Period: How to Protect Your Money
    This article will teach you how to protect your assets against the nursing home Medicaid look back period.  Taking action now, while you’re well, may keep you and your family spending all your money on nursing care.  Nursing…
  • Aug 5

    3 Critical Steps Required to Create a Trust Fund

    3 Critical Steps Required to Create a Trust Fund
    In this article, we are going to review the 3 steps to create a trust fund for a family member. A trust agreement must be created or in place. The trust must be funded. The trust needs to be settled. Watch Video on Youtube about How to Create…
Rank this Week: 2297

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
  • Aug 12

    Florida Trust Termination

    Florida Trust Termination
    People create trusts for a variety of reasons.  Some create them for creditor protection.  Others create them because they are concerned about providing the beneficiaries with large sums of money all at once.  Although these…
  • Jul 2

    Spousal Inheritance after Divorce

    Spousal Inheritance after Divorce
    What rights does a divorced spouse have to inherit from a former spouse’s estate? Fla. Stat. § 732.703 became effective in 2012 and concerns beneficiary designations on life insurance policies, annuities, IRAs, 401ks and other…
  • Jul 2

    Elective Share for the Surviving Spouse

    Elective Share for the Surviving Spouse
    Can we agree to something else? The law in Florida is clear in its intentions to protect a surviving spouse from being disinherited.  Fla. Stat. 732.201-732.2155 specifies the applicable rules for a surviving spouse to claim the elective…
Rank this Week: 1970

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Aug 2

    New Judical Officer to Hear Conservatorships, Trust Matters, and other Probate Cases in Los Angeles Superior Court

    New Judical Officer to Hear Conservatorships, Trust Matters, and other Probate Cases in Los Angeles Superior Court
      Brenda Penny has been elected a Los Angeles Superior Court commissioner, Presiding Judge David Wesley informed judicial officers. Brenda Penny has been hearing the morning probate calendar in Department 5 of the Los Angeles Superior…
  • Jun 13

    2014 Probate Court Reception

    2014 Probate Court Reception
    Ginzburg & Bronshteyn, LLP, firm partners are looking forward to attending the Los Angeles County Bar -Trusts and Estates Section reception honoring the Probate Department of the Los Angeles Superior Court on the evening of June 17, 2014,…
  • Mar 28

    Update-Casey Kasem Children Settle Conservatorship Matter

    Update-Casey Kasem Children Settle Conservatorship Matter
    Los Angeles Superior Court Case Number BP 145805 concerning the Appointment of the Conservatorship over the Person and Temporary Appointment of the Conservatorship over the Person of Casey Kasem had been filed on October 7, 2013. Casey Kasem…
Rank this Week: 2223

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: 2075

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

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

    Estate Planning and Portability

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

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

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

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

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
Rank this Week: 1806

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

Covers estate planning, tax and probate law. Published by Moravecs, a Professional Law Corporation.

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 2119

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • Feb 27

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court
    Transitional Alimony reduced by trial court because mother didn't kick her 18 year old son out of the house. Tennessee Court of Appeals says NO. Reverses decision, reinstates alimony.
  • Dec 12

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff
    US Postal Inspection Service arrested Senator Lamar Alexander’s Chief of Staff Ryan Loskarn on charges of possession and distribution of child pornography charges. He has been fired from his job as Chief of Staff.
  • Jun 19

    Arizona Voter Case May Seriously Impact Tennessee Election

    Arizona Voter Case May Seriously Impact Tennessee Election
    The US Supreme Court decision on the Arizona voter case may impact Tennessee election authority by prohibiting enforcement of the requirement to be a US citizen before voting in Tennessee. On June 17, 2013 the US Supreme Court decided the…
Rank this Week: 2625

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

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

http://blog.deplawfirm.com/
  • Jan 6

    How Wealthy People Avoid Estate Taxe

    How Wealthy People Avoid Estate Taxe
    The Basics The estate and gift tax is a tax on the transfer of wealth from one generation to the next. The tax is levied when a transfer occurs, which by lifetime gift, or upon death. The estate and gift tax rates start low. The Massachusetts…
  • Dec 26

    Your New Year’s Resolution Starts with a Phone Call (or email).

    Your New Year’s Resolution Starts with a Phone Call (or email).
    The holiday season is a time of great religious and economic significance. And even in our busy lives, it is a time for reflection. For many of us, the fruits of our reflection are our annual resolutions: to become healthier, to spend more…
  • Sep 17

    Top Five Methods of Charitable Giving

    Top Five Methods of Charitable Giving
    A colleague and I have recently devoted some time to developing a new facet of estate planning that we call “Zero Tax Planning.” The idea is simple. First, we use traditional estate planning techniques to reduce estate taxes as…
Rank this Week: 2044

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • Sep 24

    Tax Filing Tips for Same-Sex Couples in Oakland County

    Tax Filing Tips for Same-Sex Couples in Oakland County
    Tax filing tips as a result of the Windsor ruling on same-sex couples By Marc Wander Cincinnati residents James Obergefell and John Arthur lived together and were in a committed and intimate relationship for more than 20 years. When John…
  • Sep 24

    Obamacare: GOP’s NEW plan to repeal and replace

    Obamacare: GOP’s NEW plan to repeal and replace
    Obamacare proposed to be repealed and replaced in GOP’s new bill By Mike Witzke A health-care bill will be unveiled by the Republican Study Committee in the House of Representatives to replace Obamacare. (Related: Gifts for…
  • Sep 24

    Gifts for Caregivers: Music, Magazines and Informative Video

    Gifts for Caregivers: Music, Magazines and Informative Video
    Gifts for caregivers are a great way to show your appreciation of their hard work! By Chris Berry Music is another one of the many wonderful gifts for caregivers. It has been show to help heal, reduce stress, and enhance … Continue…
Rank this Week: 2045

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 2383

Smarter Will Blog

Smarter Will Blog

Provides estate planning and probate news.

http://www.smarterwill.com/estate-planning-news/
  • May 23

    Holographic Wills: Legal in Illinois?

    Holographic Wills: Legal in Illinois?
    Holographic wills (wills that are entirely handwritten) are not generally recognized as valid wills in the state of Illinois. Why? It's not because they're handwritten, but because holographic wills are usually not 'witnessed' properly (the…
  • May 9

    Organ Donation Process in Illinoi

    Organ Donation Process in Illinoi
    Did you know that Illinois has a fairly new organ donation process, and that even if you've registered before to be an organ donor, you may need to re-register under the new system? In 2006 (only 5 years ago), a new Illinois organ donation…
  • Apr 25

    Pulling the Plug: Illinois Law That Make it Possible

    Pulling the Plug: Illinois Law That Make it Possible
    Everyone has the right to live. But does everyone have the right to die? Dying on your own terms (or “pulling the plug”) is a privilege granted at the state level. But it requires advance planning. Every state has different rules on how…
Rank this Week: 2605

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

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

http://longislandestatesattorney.com/faqs/
  • Sep 2

    How do I Bring Forgery Charges Against Somebody in Long Island?

    How do I Bring Forgery Charges Against Somebody in Long Island?
    How to Handle a Fake or Tampered Will While not common, wills do get tampered with, and even faked all together, from time to time. Will forgery is not only immoral and no only leads to disputes in Surrogate’s Court, but it is also…
  • Aug 19

    How do I Fight Allegations of Mismanagement of a Long Island Estate?

    How do I Fight Allegations of Mismanagement of a Long Island Estate?
    Make Sure to Protect Yourself as Executor When the testator dies and you are appointed executor, you are facing a responsibility that is akin to having a job. From the date of the death, you have specific things that need to be done to…
  • Aug 8

    Persons Excluded from Serving as a Long Island Executor or Administrator

    Persons Excluded from Serving as a Long Island Executor or Administrator
    An executor or personal representative of a Long Island estate has a fiduciary duty to the beneficiaries and heirs to act in a responsible and legal manner. Under the New York Probate laws, specific persons are excluded from serving as…
Rank this Week: 3407

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
  • Sep 2

    Joint Ownership of Asset

    Joint Ownership of Asset
    A significant portion of the assets we own are held jointly with another person. Almost anything, including real property, bank accounts, and investment accounts, can be, and often is, owned jointly. Therefore, it is of utmost importance to…
  • Jul 8

    What’s So Bad About Writing Your Own Will?

    What’s So Bad About Writing Your Own Will?
    Almost everyone can draft their own will – just like most people can give themselves a haircut – but the question is should they. There are many websites and form books offering a do-it-yourself service, but should you use them?…
  • May 7

    New York Small Estates and Voluntary Administration

    New York Small Estates and Voluntary Administration
    When a person passes away leaving assets in their own name, their heirs generally have to go through probate or an administration proceeding to transfer those assets. Sometimes, however, the value of the assets is so small that it is not cost…
Rank this Week: 3138

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Sep 2

    Estate Planning When You’ve Been Diagnosed With a Terminal Illne

    Estate Planning When You’ve Been Diagnosed With a Terminal Illne
    Sometimes, people come to an estate planning attorney after having been recently diagnosed with a terminal illness. Such situations force people to consider issues many have never considered before, such as inheritance choices and medical…
  • Sep 1

    Making Your Own Funeral Arrangement

    Making Your Own Funeral Arrangement
    You can relieve a great burden from your loved ones’ shoulders by making your own funeral arrangements or by jotting down your wishes and chatting with your family
  • Aug 27

    Wills and Trusts in California: They Work Hand in Hand

    Wills and Trusts in California: They Work Hand in Hand
    One of the more popular misconceptions about estate planning is that if you create the right tool, such as a revocable living trust, you don’t need to create other tools. While having any kind of estate planning tool in place is good,…
Rank this Week: 3662

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
  • Sep 2

    New Illinois Law Questions Bequests to Non-Family Caregiver

    New Illinois Law Questions Bequests to Non-Family Caregiver
    On August 26, 2014, Illinois Governor Pat Quinn signed into law a brand new section in the Illinois Probate Act, at 755 ILCS 5/4-a, entitled “Presumptively Void Transfers.” While the intent of the new law is aimed squarely at…
  • Aug 26

    5 Ways to Wreck a Good Estate Plan

    5 Ways to Wreck a Good Estate Plan
    You’ve taken the important step of working with an estate planning to attorney to create an estate plan tailored to your needs. Maybe you’ve created a trust, a will and powers of attorney. You feel a sense of peace of mind. And…
  • Jul 29

    Like Our Blog? Please Nominate for ABA Blawg 100

    Like Our Blog? Please Nominate for ABA Blawg 100
    Do you like our blog? If so, please consider nominating our blog for the annual ABA Blawg 100. “Friend-of-the-blog” nominations are due by 4 p.m. CST on August 8, 2014. The nomination form can be filled out at the following link:…
Rank this Week: 3571

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Sep 2

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 2

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 2
    According to the FBI, senior citizens are one of the most vulnerable groups of people targeted by scam artists. Over the past year, there have been thousands of cases of fraud against elderly adults. Some of these schemes include healthcare…
  • Aug 26

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 1

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 1
    No matter what age, all people are somewhat vulnerable to expert scam artists. They prey on desires and fears, and try to trick people into giving them personal information. Most people, however, have a healthy enough dose of skepticism to…
  • Aug 19

    Deciding on a Retirement Plan

    Deciding on a Retirement Plan
    For those who are beginning to think about their financial futures, researching retirement plans can be a stressful and confusing process. However, with just a little research and the guidance of an advisor, starting a retirement plan can be…
Rank this Week: 3217

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Sep 2

    Texas History – Do You Know What Town is Located in the Center of Texas?

    Texas History – Do You Know What Town is Located in the Center of Texas?
    Although modern cartography differs to some degree, Center City in Mills County was so named because it is the geographical center of Texas.
  • Aug 29

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Dean Martin (1917-1995) – Singer, Comedian & Actor Dean Martin, born Dino Paul Crocett, was an American singer, film actor, television star and comedian. One of the most popular and enduring American entertainers of the mid-20TH…
  • Aug 28

    Thought for the Day:

    Thought for the Day:
    Challenges are what make life interesting and overcoming them is what makes life meaningful. Joshua J. Marine
Rank this Week: 3661

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: 3616

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Sep 1

    Google Afterlife Tool Announced

    Google Afterlife Tool Announced
    These days we have an added layer of concerns to address in the form of our digital accounts. Many people conduct a lot of business online, and you may also conduct a significant portion of your social life on the Internet. When you are…
  • Aug 29

    How Can You React to Lack of Retirement Preparedness?

    How Can You React to Lack of Retirement Preparedness?
    The Social Security Administration is receiving around 10,000 applications for benefits every day because of the fact that the baby boomer generation is now reaching retirement age. This number of people will be applying daily for the next 20…
  • Aug 27

    Identify the Right Charity

    Identify the Right Charity
    When you are planning your estate you may be interested in charitable giving. This can help you to create a lasting legacy as you continue to make a difference even after you are gone in some cases. And of course, there can be tax advantages…
Rank this Week: 3625