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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jun 22

    Estate Planning Attorneys May Be Held Liable in Legal Malpractice Lawsuit

    Estate Planning Attorneys May Be Held Liable in Legal Malpractice Lawsuit
    Generally, estate-planning attorneys in California who draft wills and trusts can only be sued by the client who hired them. There is a narrow exception to this rule. An attorney may be liable to a beneficiary when the attorney’s error...
  • Jun 22

    5 Ways to Make a Great Impression After You’re Dead

    5 Ways to Make a Great Impression After You’re Dead
    Most people want to be remembered in a positive light after their passing. There exists in many of us a deep-seated fear that, because our words have forked no lightning, that we will go gentle into that good night and...
  • Jun 21

    Article on Recent Texas Cases Impacting the Wills, Probate, and Trust Practice

    Article on Recent Texas Cases Impacting the Wills, Probate, and Trust Practice
    Gerry W. Beyer recently published an Article entitled, Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Wills, Trusts, & Estate Law eJournal (2017). Provided below is an abstract of the Article: This article discusses…
Rank this Week: 21

Utah Estate Planning

Utah Estate Planning

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

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

    The Three P’s of Estate Planning

    The Three P’s of Estate Planning
    With the change of seasons after Memorial Day, it’s the unofficial day that kicks off the beginning of summer. We all like to spend time outdoors, but a recent article from the Middletown, NY Times Herald-Record, “After Memorial Day,…
  • Jun 21

    Don’t Let Your Tax Shelter Become a Tax Nightmare

    Don’t Let Your Tax Shelter Become a Tax Nightmare
    “You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours. Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.”
  • Jun 20

    How Much Will an Attorney Charge Me for a Trust?

    How Much Will an Attorney Charge Me for a Trust?
    “To estimate the cost of the trust, an attorney would need to know the complexities of your situation.”
Rank this Week: 527

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/
  • Jun 22

    The Libertarian First Amendment, the Shifting Apostrophe, and the One-Way Ratchet

    The Libertarian First Amendment, the Shifting Apostrophe, and the One-Way Ratchet
    Morgan N. Weiland, Expanding the Periphery and Threatening the Core: The Ascendant Libertarian Speech Tradition, 69 Stan. L. Rev. 1389 (2017). Enrique Armijo In Expanding the Periphery and Threatening the Core, Morgan Weiland tells a story of…
  • Jun 21

    Putting the Bathroom Debate to Rest

    Putting the Bathroom Debate to Rest
    Ruth Colker, Public Restrooms: Flipping the Default Rules, 78 Ohio St. L. J. (forthcoming, 2017), available at SSRN. Ruthann Robson The site of toilets as a social justice struggle is at least as old as plumbing. Biological…
  • Jun 20

    Inspecting Big Data’s Warhead

    Inspecting Big Data’s Warhead
    Cathy O'Neil, Weapons of Math Destruction: How Big Data Increases Inequality and Threatens Democracy, 2016. Paul Ohm “Welcome to the dark side of Big Data,” growls the last line of the first chapter of Cathy…
Rank this Week: 266

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 21

    Estates Administration Act Thwarts Dependant Support Claim

    Estates Administration Act Thwarts Dependant Support Claim
    In MacDonald v. Estate of James Pouliot, 2017 ONSC 3629, the court considered a constructive trust and dependant support claim against an intestate estate. While the court granted a constructive trust, it dismissed the dependant support claim…
  • Jun 20

    The Prescribed Rate is About to Change – for Real this Time?

    The Prescribed Rate is About to Change – for Real this Time?
    The prescribed rate is the minimum interest rate prescribed by the Canada Revenue Agency (“CRA”) that should be charged on various non-arm’s loans such as those made by you to your spouse or child (through a family trust).…
  • Jun 18

    Yesterday I watched the US Open & Thought About My Dad: Father’s Day- Take 2

    Yesterday I watched the US Open & Thought About My Dad: Father’s Day- Take 2
    Reposted from allaboutestates.ca This original post was from a few years ago. It does seem like only yesterday because, while time has not stood still, sometimes our sentiments don’t change. The event and message is the same. It is a…
Rank this Week: 747

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jun 21

    The Connection Between Poor Health and Saving for Retirement

    The Connection Between Poor Health and Saving for Retirement
    If you cannot afford to retire yet, you may need to keep yourself healthy enough to continue working. According to a project released by the Transamerica Center for Retirement Studies, of the 39% of individuals around the world who retired…
  • Jun 14

    New Study Identifies Giving Practices by Retired Individual

    New Study Identifies Giving Practices by Retired Individual
    Looking ahead to your retirement has probably been something that you’ve planned for for decades. You’ve invested in the right accounts, charted out what you might need to support you through older years and consulted with a…
  • Jun 6

    Keys to Preserving Wealth Through Multiple Generation

    Keys to Preserving Wealth Through Multiple Generation
    Keys to Preserving Wealth Through Multiple Generations Many different people are interested in protecting their legacy as well as passing on as much wealth as possible to future generations. According to research, however, many high net worth…
Rank this Week: 3644

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Jun 21

    How to Capture Individuals Cheating

    How to Capture Individuals Cheating
    Lesson programs should be reasonable for each student. Don’t enable the coach tag assignments within the training. college research paper services A 20-30 minute Guided Reading session should get ready for every single amount. 1 cause…
  • Jun 20

    Experience Letter Sample

    Experience Letter Sample
    Therefore there’s zero choice except to understand how to love essay writing. When composing your analytical composition it helps you to really renew your ideas because you’ll have the capacity to analyze all of the important…
  • Jun 14

    How to Produce a Realization for a Research Paper

    How to Produce a Realization for a Research Paper
    AssignmentMasters is among the most obvious composition writing services focused on Myassignmenthelp. An incredibly strong marketing tool which forms new and attractive, entirely free college application essay examples safe. Personal colleges…
Rank this Week: 4405

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/
  • Jun 20

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate
      The Internal Revenue Service has recently issued the 2017 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,…
  • May 25

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM
    What Is The Pennsylvania Tax Amnesty Program? The PA Tax Amnesty program creates an incentive for taxpayers to pay there tax liabilities during a narrow time period that ends on June 19, 2017.  While this program is open, the PA ……
  • Feb 28

    IRS Installment Agreements: 2017 User Fee Schedule and Option

    IRS Installment Agreements: 2017 User Fee Schedule and Option
    Starting in 2017, the IRS has revised its user fee schedule for installment agreements. The new fee schedule applies to installment agreements entered into, restructured or reinstated on or after January 2, 2017. The final regulations…
Rank this Week: 3528

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Jun 20

    What is a Trust Fund? Video

    What is a Trust Fund? Video
    What is a Trust Fund?  First, you need to have a working definition of a Trust, the we can answer the question.  In short, a trust fund is the pool of assets managed by a trust agreement.   Hi, I’m Gary DeWitt, Estate…
  • Jun 16

    Living Will Definition Video – Protect Your Dignity

    Living Will Definition Video – Protect Your Dignity
    Living Will Definition – The difference between a Living Will and a Last Will and Testament is like the difference between apples and oranges. Learn much more by getting Secrets of Effective Estate Planning, Click Here Hi,…
  • Jun 13

    Durable Power of Attorney for Healthcare Video

    Durable Power of Attorney for Healthcare Video
    A Durable Power of Attorney for Healthcare protects you, your dignity, and your fundamental rights.  You have the fundamental right to make your own healthcare decisions.  Imagine a time that you are at the whim of doctors, their…
Rank this Week: 4860

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jun 19

    Administrators Have To Behave

    Administrators Have To Behave
    Today’s New York Daily News reports the tale of a brawl with potentially  wide-reaching implications for the Administrator of a New York County Estate. The administrator of the 3.1 million dollar estate was arrested for a brawl…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 802

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jun 19

    What to do When a Beneficiary is Serving a Prison Sentence

    What to do When a Beneficiary is Serving a Prison Sentence
    Experienced Estate Planning Attorney Serving Families and Beneficiaries in Upstate New York A beneficiary of an estate could find him or herself serving time in jail or prison. What is an executor to do when a beneficiary is otherwise…
  • Jun 15

    Estate Planning While Unemployed

    Estate Planning While Unemployed
    Experienced Attorney Helping the Unemployed with Estate Planning in Upstate New York Technically, a person can create an estate plan at any time in his or her life, including while unemployed. Naturally, you want an estate plan that addresses…
  • Jun 5

    What if a Trustee is Stealing from the Family Trust?

    What if a Trustee is Stealing from the Family Trust?
    Sadly, it happens more often than people realize. A person trusted with the task of managing family assets and funds decides to take advantage of that access. When a trustee steals from the family trust, you might wonder what legal options…
Rank this Week: 4322

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jun 18

    Sobering Story About Lack of POA

    Sobering Story About Lack of POA
           June is a month for celebrations.  Whether it’s friends or family it seems there is always a prom, high school or college graduation or wedding to celebrate every year.  It’s the good…
  • Jun 11

    Anatomy of a Scam

    Anatomy of a Scam
                    As far as scams go, it is not one that will cause anyone to lose their life savings.  Maybe calling it a scam is not entirely accurate.  At…
  • Jun 4

    Dad Gets Knocked Off of Medicaid (Part 2)

    Dad Gets Knocked Off of Medicaid (Part 2)
                    Last week I was telling you about John’s dad who was about to be knocked off of Medicaid.  His mom had recently died.  Her will stated…
Rank this Week: 4211

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Jun 16

    Use this Tool to Prevent Financial Exploitation and Identity Theft

    Use this Tool to Prevent Financial Exploitation and Identity Theft
    A hot topic of late among elder law attorneys and certainly in our office is financial exploitation. Between data breaches in the insurance and other industries, phone scams, phishing e-mails, malware on computers, and occasional…
  • Jun 9

    Breach of Fiduciary Duties under a Power of Attorney

    Breach of Fiduciary Duties under a Power of Attorney
    Many agents may be unaware of their duties and limitations under a power of attorney. This is causing an increased amount of family disputes related to mismanagement of the principal’s funds, and a claim for breach of fiduciary duties.…
  • Jun 2

    World Elder Abuse Awareness Day

    World Elder Abuse Awareness Day
    June 15 is World Elder Abuse Awareness Day. The theme this year is “Understand and End Financial Abuse of Older People: A Human Rights Issue”. The UN reports that 5-10 percent of older people worldwide may experience financial…
Rank this Week: 4687

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jun 15

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF
    In 2011, Congress raised the estate tax exclusion amount to $5 million per person (indexed for inflation) and added portability to the estate tax laws. The portability provision is an election that allows a surviving spouse to carry over any…
  • Jun 12

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS
    With the number of retirees moving to states which do not access an income, estate or inheritance tax many states are trying to find ways to recoup the lost revenue. The Minnesota Department of Revenue previously took the position that the…
  • Jun 6

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT
    Maintaining an offshore bank account is not illegal, however, failing to report income and interest earned is tax evasion. Effective January 1, 2017, IRS Revenue Procedure 2017-31 added Belgium, Columbia and Portugal to the list of countries…
Rank this Week: 4189

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jun 13

    Court Revisits Unusually Complicated Will Construction Issue

    Court Revisits Unusually Complicated Will Construction Issue
    The proceeding before the court is one for construction of paragraph “THIRD” of the will of the decedent. It has a long and checkered history before the court. The facts, not complex in themselves, but made so because of the…
  • Jun 13

    Court Rules on Ante-Nuptial Agreement

    Court Rules on Ante-Nuptial Agreement
    Petitioner is the niece of the testator. In January, 1961, she and testator entered into an ante-nuptial agreement in which testator agreed to bequeath $25,000 to her. Testator and petitioner were thereafter married in accordance with the…
  • Jun 6

    Court Hears Proceeding to Settle Account of the Executor

    Court Hears Proceeding to Settle Account of the Executor
    In a proceeding to settle the account of the executor of the decedent’s estate, the objectant appeals, as limited by her brief, from so much of a decree of the Surrogate’s Court, Kings County, dated July 21, 1989, as, after a…
Rank this Week: 1600

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Jun 12

    Military benefits at issue in divorce

    Military benefits at issue in divorce
    The Supreme Court recently heard a case concerning family law and military benefits in which there was a disagreement between divorced spouses regarding the wife’s share of the husband’s military retirement pay. John Howell spent…
  • May 31

    The impending uncertainty of estate planning

    The impending uncertainty of estate planning
    A sense of uncertainty has emerged under the new administration surrounding estate planning for the year 2017. President Trump has expressed his intent to implement significant changes to U.S. tax policy. However, the degree to which those…
  • May 24

    The lesser known effect of Trump’s executive order

    The lesser known effect of Trump’s executive order
    Earlier this year, President Trump signed the executive order titled: “Enhancing Public Safety in the Interior of the United States.” This order dramatically changes how immigration laws are enforced within the United States. The…
Rank this Week: 4846

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
  • Jun 12

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011
    In an unexpected move, the IRS announced in Rev. Proc. 2017-34 (June 9, 2017) that estates who failed to file an optional estate tax return (Form 706) to elect “portability” of a deceased spouse’s unused exemption (DSUE) now…
  • Mar 6

    New Illinois Laws for 2017, Part 3: Real Property, Disability & More

    New Illinois Laws for 2017, Part 3: Real Property, Disability & More
    This is the third and final post in a series about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017.  Read Part 1 and Part 2. In all, last year the Illinois legislature passed 192 new laws. To…
  • Feb 21

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property
    This is the second in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. A primary of the task of an executor or successor trustee is to ascertain and marshal the decedent’s…
Rank this Week: 4350

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/
  • Jun 9

    On Its Own Motion

    On Its Own Motion
    While most decisions rendered by the Surrogate’s Court result from an affirmative request for relief, occasionally the court will address an issue on its own motion when justice or the exercise of its inherent or statutory power…
  • Apr 28

    Speculation, Estate Planning, and Legal Malpractice

    Speculation, Estate Planning, and Legal Malpractice
    In Gersh v. Nixon Peabody, LLP, the court addressed a legal malpractice claim brought by a decedent's surviving spouse in connection with the couple's estate planning. After settling a claim with the decedent's children from a prior marriage…
  • Mar 31

    Sometimes It’s Just a Question of Standing

    Sometimes It’s Just a Question of Standing
    To object to the probate of a will, party must have a pecuniary interest that would be adversely affected by the admission of the instrument to probate. In Estate of Saunders, the Kings County Surrogate’s Court recently issued two…
Rank this Week: 2057

Estate Planning Blog

Estate Planning Blog

Provides estate planning thoughts, news and planning ideas. By Gilfix & La Poll Associates LLP.

http://www.gilfix.com/blog/
  • Jun 9

    California couple’s eviction highlights dangers of elderly financial abuse

    California couple’s eviction highlights dangers of elderly financial abuse
    The elderly can be vulnerable to various forms of elder abuse, one of which is financial exploitation. Financial exploitation involves unauthorized use of an elderly person’s finances or property, either by a family member, caregiver or…
  • May 29

    ‘Finding Dory’ puts spotlight on children with special need

    ‘Finding Dory’ puts spotlight on children with special need
    Pixar’s recent film “Finding Dory” will have resonance for parents who have children with special needs. The animated film is the sequel to the 2003 blockbuster “Finding Nemo.” It tells the tale of a blue tang…
  • May 26

    Thank You For Making our 13th Annual Special Needs Seminar our Best Yet

    Thank You For Making our 13th Annual Special Needs Seminar our Best Yet
    Gilfix and La Poll wishes to thank the hundreds of attendees, and wonderful nonprofit co-sponsors, for making our 13th annual Special Needs Seminar our best yet! We were overwhelmed with the response, and with all of the kind comments we…
Rank this Week: 4447

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jun 8

    Pooch and kitty cat, life’s best friends! Estate planning for pet

    Pooch and kitty cat, life’s best friends! Estate planning for pet
    Pet Estate Planning Leaving millions of dollars in a will for a pet seems ludicrous. For example, Leona Helmsley’s will made her pet, Trouble, the richest dog in the world—she bequeathed the Maltese twelve million dollars while…
  • May 22

    Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditor

    Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditor
    Legal Capacity and Estate Planning- How to Help Safeguard a Will from Future Litigation When a loved one grows older, their caretakers’ ever growing to-do list can become overwhelming. After dealing with the basic, everyday needs of an…
  • May 8

    Use of Homestead Property and its’ impact on estate administration

    Use of Homestead Property and its’ impact on estate administration
    The importance of a Semicolon – Does property partially used as primary residence and partially for business purposes qualify as Homestead? Does property partially used as primary residence and partially for business purposes qualify as…
Rank this Week: 2039

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: 1601

Littman Krooks LLP Blog

Littman Krooks LLP Blog

Covers corporate, elder law, estate planning and special needs planning.

http://www.littmankrooks.com/blog/
  • Jun 6

    ABLE Act Update

    ABLE Act Update
    By: Amy C. O’Hara, Esq., Littman Krooks LLP The Achieving a Better Life Experience Act (the ABLE Act) became effective in New York State on April 1, 2016. The purpose of the ABLE program is to assist individuals with disabilities with…
  • May 31

    Setting Up A Special Needs Trust for a Family Member with Disabilitie

    Setting Up A Special Needs Trust for a Family Member with Disabilitie
    By:  Bernard A. Krooks, Certified Elder Law Attorney Generally speaking, there are two kinds of special needs trusts. Those set up to handle money owned by the beneficiary (like a personal injury or medical malpractice settlement, for…
  • May 26

    Special Needs Fairness Act Adopted in New York State

    Special Needs Fairness Act Adopted in New York State
    By Alexis Gruttadauria, Esq., Littman Krooks LLP At the end of 2016, President Obama signed the Special Needs Fairness Act into law, and this week the New York State Assembly and Senate voted to adopt the law in New York, which allows for an…
Rank this Week: 4797

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/
  • Jun 4

    4th DCA: So who gets to occupy the decedent’s contested real estate?

    4th DCA: So who gets to occupy the decedent’s contested real estate?
    Delbrouck v. Eberling, — So.3d —-, 2015 WL 5948724 (Fla. 4th DCA October 14, 2015) Contested probate proceedings often revolve around conflicting claims to specific property that’s titled in the decedent’s name but…
  • May 22

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power
    Powers of appointment are the Swiss Army knife of modern estate planning. They’re deceptively simple yet adaptable to almost any planning contingency. And they’re ubiquitous, often getting incorporated into even the simplest…
  • May 17

    STEP’s 2017 Caribbean Conference

    STEP’s 2017 Caribbean Conference
    I recently had the pleasure of speaking at the STEP Caribbean Conference. I co-presented with Cayman Islands trust litigator Rachael Reynolds. We had fun going through the practical “what ifs” a Caribbean trustee should consider…
Rank this Week: 306

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Jun 2

    Oakley sunglasses and related life lesson

    Oakley sunglasses and related life lesson
    I once paid a lot of money for Oakley sunglasses.  At the time, it seemed like a foolish purchase. However, those sunglasses have proven to be perhaps the best investment I have made. There are important life lessons related to…
  • May 12

    Friday Humor

    Friday Humor
    I’m not really a cat person, but this one is ok…
  • Mar 6

    Piercing the Corporate Veil is the exception to the rule

    Piercing the Corporate Veil is the exception to the rule
    Legal liability protection is one of the main reasons for corporate entities.  In most instances, these legal entities insulate owners from legal liability. While there are often tax, accounting and other important reasons…
Rank this Week: 4943

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/
  • Jun 1

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett
    On May 30 the Massachusetts Supreme Judicial Court published their decision on Daley v. Secretary of the Executive Office of Health and Human Services. The case focused on two common estate planning techniques that elders can use to protect…
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

    The Dusty Binder: When Good Estate Plans Go Bad
    Jim and Sally did everything right… or so they thought. They grew up in strong, middle class families, did well in school, and had many friends. Jim had a successful career with a local company, while Sally raised four responsible,…
  • Jan 20

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
Rank this Week: 3173

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • May 31

    New York Estate Real Estate Can Complicate Administration

    New York Estate Real Estate Can Complicate Administration
    Real Estate ownership by a decedent is commonplace. A person may have owned a family residence, or investment or commercial properties. Ownership interests may also appear in the form of cooperative and condominium units. These types of…
  • May 24

    New York Kinship Cases Require Proof of Maternal and Paternal Heir

    New York Kinship Cases Require Proof of Maternal and Paternal Heir
    Surrogate’s Court cases in New York are identified by a number of different proceedings.  There are, for example, probate proceedings and intestate administration proceedings.   There are also accounting proceedings in which…
  • May 17

    New York Estates May Involve The Payment Of A Decedent’s Debt

    New York Estates May Involve The Payment Of A Decedent’s Debt
    An Estate fiduciary such as an Executor or Administrator is responsible for settling a decedent’s estate.    A New York City estate lawyer often refers to Estates Powers and Trusts Law (EPTL) Section 11-1.1 which is entitled…
Rank this Week: 2511

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
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
  • May 24

    Would You Like a Power of Attorney with that Diploma?

    Would You Like a Power of Attorney with that Diploma?
    It’s that time of year again. High school seniors are preparing to graduate and head off to college, and parents are wondering how it’s possible that their children are all grown up! It’s a milestone that highlights how…
Rank this Week: 1403

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • May 30

    Which Type of IRA is Right for You?

    Which Type of IRA is Right for You?
    Previously, retirement planning focused on an employer sponsored pension and Social Security retirement benefits. The concept of lifetime employment, however, is largely a thing of the past, which also makes pensions a thing of the past.…
  • May 25

    The Need for Medicaid Planning

    The Need for Medicaid Planning
    Estate planning should involve more than simply deciding how your estate assets will be distributed upon your death. In fact, a well thought out estate plan should also protect, and help grow, those assets while you are alive and ensure that…
  • May 23

    The Guardianship Proce

    The Guardianship Proce
    If you are an adult child, one of the most painful moments in your lifetime will be when you realize your mother or father is no longer able to safely care for himself/herself. Whether the cause is physical injury, Alzheimer’s, or the…
Rank this Week: 4096

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/
  • May 28

    Do Illegitimate Children Have Inheritance Rights Under California Law?

    Do Illegitimate Children Have Inheritance Rights Under California Law?
    There was a time when only legitimate children–i.e., children born to a lawfully married couple–could inherit property from a parent. Modern law in California and most states have largely eliminated the distinction between…
  • May 27

    Can My Spouse Still Inherit if We are Legally Separated?

    Can My Spouse Still Inherit if We are Legally Separated?
    If you die without a will, California’s intestacy law dictates how your estate must be distributed. For example, if you are married at the time of your death, your spouse is entitled to a certain share of your property under intestacy.…
  • May 26

    When is a Trust Not a Trust?

    When is a Trust Not a Trust?
    The term “trust” refers to an arrangement in which one person holds property for the benefit of another. In estate planning we commonly use revocable and irrevocable trusts as tools to bypass traditional probate. You give your…
Rank this Week: 894

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/
  • May 25

    Alzheimer’s disease: Facts versus fiction

    Alzheimer’s disease: Facts versus fiction
    The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and other forms of dementia. Let’s begin by looking at what we do know about…
  • May 22

    Fair and Equal Estate Planning

    Fair and Equal Estate Planning
    Is Equal Fair with Estate Planning? Most of our clients want to treat their children fairly and equally.  Splitting assets equally among the children may be easy, but is it fair? When dividing assets, it is often important to determine…
  • May 19

    Online wills may cause trouble and additional cost

    Online wills may cause trouble and additional cost
    There have been many reports of unintended consequences related to the use of online wills over the past few years.  In fact, I have written about many of these issues on this blog. It is important for individuals to understand that…
Rank this Week: 225

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

http://wadelawcorp.com/blog/
  • May 24

    Partnership Basic

    Partnership Basic
    A partnership is typically an association of two or more people that operate as the co-owners of a business that has not been registered as an LLC (limited liability company) or a corporation. Depending up on its structural framework and…
  • May 22

    Advantages of a Living Trust

    Advantages of a Living Trust
    A living trust is typically created by an individual to ensure easy transfer of their assets (upon their death) to their beneficiaries without them having to go through the process of probate. Within this agreement, the legal possession of…
  • May 17

    Estate Planning Pitfall

    Estate Planning Pitfall
    When was the last time that you reviewed the estate plan you created over a decade ago? Well, if you draw a blank as to the aforementioned question, you are not alone. Most of us tend to visit our attorney only the first time that we actually…
Rank this Week: 4995

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

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

http://www.palmspringsestateplanninglawyerblog.com/
  • May 24

    Burt & Associates Attorneys Named Top Lawyer

    Burt & Associates Attorneys Named Top Lawyer
    Congratulations to Julia E. Burt, Heidi Richert Clerc and Elaine E. Hill on being named Top Lawyers by Palm Springs Life. We pride ourselves on our excellent service to clients and our top-notch legal expertise.
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
Rank this Week: 3351

The Hershey Law Firm Blog

The Hershey Law Firm Blog

Covers Florida estate planning and probate law.

http://www.hersheylegal.com/blog/
  • May 22

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING
    Estate planning simply allows you to decide who will or will not receive from your estate when you are gone. Of course there are more complex issues surrounding estate planning, but for this moment, we are just going to focus on this one…
  • Feb 13

    WHEN THE SUNSHINE FADES, WHO WILL REMAIN?

    WHEN THE SUNSHINE FADES, WHO WILL REMAIN?
    When you are healthy you feel invincible, independent and less likely to feel sympathy for those that are ill. When you are healthy you go about your daily life; you work out, see your friends and family, enjoy the beautiful weather and…
  • Jan 3

    I WISH I COULD RECORD MY DREAMS AND WATCH THEM LATER

    I WISH I COULD RECORD MY DREAMS AND WATCH THEM LATER
     Do you ever wake up in the morning and you can vividly remember the details of a crazy dream you just woke up from? Then you get out of bed, start your day, drive to work, and make a few phone calls. By the time you get to work and want…
Rank this Week: 4880

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3105

Probate in Nevada

Probate in Nevada

By Thomas R. Grover. Covers Nevada probate issues, news and common questions.

http://www.probate-in-nevada.com/
  • May 19

    Funeral Expenses: What’s Reasonable?

    Funeral Expenses: What’s Reasonable?
    Nevada probate law provides a provision for reimbursement of funeral expenses. Funerals usually occur within a few days of death. Often, a family member will personally incur funeral expenses weeks prior to the beginning of&hellip The…
  • Apr 27

    Nevada Probate Sales Presentation

    Nevada Probate Sales Presentation
    These slides are from a presentation that I gave to a group of real estate agents on April 27, 2017.   The post Nevada Probate Sales Presentation appeared first on Probate in Nevada .
  • Mar 7

    Nevada Intestacy Law

    Nevada Intestacy Law
    Nevada Intestacy laws address the problem which arises when a person dies without a Last Will & Testament. Many people die without a Will.  Thus, there are no instructions as to how the person wanted&hellip The post Nevada…
Rank this Week: 5057

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • May 16

    Advanced Directives – Do You Need One?

    Advanced Directives – Do You Need One?
    You are likely accustomed to making decisions for yourself, from small, seemingly insignificant decisions to major decisions. What happens, however, if you suffer from a terminal illness or a catastrophic accident that leaves you…
  • May 9

    Questions To Consider When Choosing a Guardian for Minor Children

    Questions To Consider When Choosing a Guardian for Minor Children
    When most people think of the purpose of a Last Will and Testament they envision the distribution of estate assets after death. While your Will does allow you to decide who will receive which assets after your death, it can also serve one…
  • May 2

    Ways to Minimize Family Fights over Your Estate

    Ways to Minimize Family Fights over Your Estate
    You have worked hard all your life to amass the estate assets you have. Whether you have a modest estate or a large estate, chances are good that you want to leave what you have to your family and loved ones when you die. Furthermore, you…
Rank this Week: 4006

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
  • May 14

    3 Estate Planning Steps for New Parent

    3 Estate Planning Steps for New Parent
    Few joys in life match that of being a new parent. The moment your child is born, a tectonic shift takes place which makes even the most easygoing person lose sleep over their child’s future. The sense of optimism and hope parents feel…
  • Mar 23

    Preliminary Letters Testamentary in Probate Court

    Preliminary Letters Testamentary in Probate Court
    If you have been named as the executor of a decedent’s last will, you don’t have authority to sell or distribute their assets until you have been appointed by the Surrogate’s court. That process, called probate, can take…
  • Feb 14

    New York Estate Accountings: An Overview

    New York Estate Accountings: An Overview
    Being an executor or administrator of an estate come with many responsibilities. Collecting and insuring the estate’s assets, paying valid debts and expenses, filing income taxes, and list goes on. That’s why most clients look…
Rank this Week: 4227

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: 4397

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
  • Apr 26

    Bad deed

    Bad deed
    I have had multiple cases recently where title companies have refused to honor deeds recorded around the time of death. That is, the person just before death signed a deed to transfer the property to another. In each case the facts are…
  • Mar 13

    Estate planning lessons from other’s mistake

    Estate planning lessons from other’s mistake
    On March 11, 2016 I got the call of a lifetime… and I do not mean that in a good way. I got the call from the police, in Logan, Utah, that my mother had been shot to death by her husband. This is not a post about domestic abuse, gun…
  • Mar 2

    Carne v. Worthington (2016) 246 Cal.App.4th 548 – Heggstad petitions with trust

    Carne v. Worthington (2016) 246 Cal.App.4th 548 – Heggstad petitions with trust
    You likely know that CaliforniaProbate.info tries to stay up on all “Heggstad” related news. As the owner of www.heggstadpetition.com it is imperative that I keep up-to-date on these cases. We advise clients, and potential…
Rank this Week: 1448

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/
  • Apr 14

    Trouble Brewing Between George Michael Estate And His Former Lover

    Trouble Brewing Between George Michael Estate And His Former Lover
    When British pop star George Michael, 53, whose full name was Georgios Kyriacos Panayiotou, died on Christmas Day, 2016, he was discovered by his lover, Fadi Fawaz. Tensions have been building between Fawaz and Michael's surviving family…
  • Dec 1

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier
    The moment the lawsuit started, it was ugly. Sofia Vergara and Nick Loeb have moved well past ugly into uncharted territory in their courtroom battle that addresses views about life itself. As we wrote after the case began, Vergara and Loeb's…
  • Nov 3

    Prince Estate Enters New Fight Over Who Will Inherit His Million

    Prince Estate Enters New Fight Over Who Will Inherit His Million
    So much trouble caused by such a simple concept. When you create a will, you decide who receives your assets after you die. If you don’t, the laws of the state you live in determine it. What happens when those laws aren’t too…
Rank this Week: 506

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

Covers probate and estate planning. By Platt & Westby, P.C.

http://www.phoenixprobatelawyersblog.com/
  • Mar 31

    Undue Influence – Signs and Symptoms of Abuse

    Undue Influence – Signs and Symptoms of Abuse
    Learn about Undue Influence and how to spot financial abuse. The post Undue Influence – Signs and Symptoms of Abuse appeared first on Phoenix Probate Lawyers Blog.
  • Mar 16

    FAQ’s on Trust

    FAQ’s on Trust
    Frequently asked questions on Trusts. The post FAQ’s on Trusts appeared first on Phoenix Probate Lawyers Blog.
  • Feb 2

    Common Questions About Will

    Common Questions About Will
    What people want to know about a will. The post Common Questions About Wills appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 4920

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/
  • Feb 26

    Preventing a Will Contest

    Preventing a Will Contest
    It may be impossible to prevent relatives from fighting over your will entirely, but there are steps you can take to try to minimize squabbles and ensure your intentions are carried out. The post Preventing a Will Contest appeared first on…
  • Feb 26

    New Medicare Rule Encourages Doctors to Test for Alzheimer's Disease and Offer Care Planning

    New Medicare Rule Encourages Doctors to Test for Alzheimer's Disease and Offer Care Planning
    A new Medicare rule will promote earlier diagnosis of Alzheimer's disease. Medicare will now reimburse primary care doctors who conduct an Alzheimer's evaluation and offer information about care planning to elderly patients with cognitive…
  • Feb 26

    Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan

    Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan
    Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers need to make sure they know what they are paying for. The post Watch Out for Mistakes in the List of…
Rank this Week: 3964

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 16

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

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

    Fraudulent Conveyances & Asset Protection

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

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 2208

Estate Planning and Asset…

Estate Planning and Asset Protection

By Winblad Law PLLC. Addresses estate plans for Oklahoma residents.

http://winbladlaw.com/blog/
  • Feb 15

    How to Apply for Medicaid Nursing Home or Nursing Care Benefit

    How to Apply for Medicaid Nursing Home or Nursing Care Benefit
    Applying for Medicaid can be confusing. Worse, doing it wrong or at the wrong time may result in the delay or denial of benefits.
  • Feb 9

    Is a Tithe or Giving to the Church a Medicaid No No?

    Is a Tithe or Giving to the Church a Medicaid No No?
    Medicaid coverage was denied a woman who faithfully gave to the Church for years. DHS issued a notice that she would be penalized in the form of a delay in coverage due to her giving. However, on appeal she prevailed. Her tithing was not a…
  • Dec 27

    Protecting Special Needs Children from Predator

    Protecting Special Needs Children from Predator
    Failing to provide for an individual with a special need may render them vulnerable to predators. A recent case describes how a boyfriend took part in drug use that left a daughter with severe brain damage. Later after her mom died, he…
Rank this Week: 5107

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/
  • Feb 15

    Limits to Medi-Cal Recovery (An Elder Law Today Blog)

    Limits to Medi-Cal Recovery (An Elder Law Today Blog)
    By:  Matthew M. Shafae, Attorney Law Office of Roy W. Litherland The future of Medi-Cal eligibility has been the subject of speculation for a little over a decade now. Will the California implementation of the federal Medicaid system,…
  • Jan 26

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
  • Jan 26

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
Rank this Week: 3847

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/
  • Jan 31

    The Jose Fernandez Estate: Questions, Uncertainty

    The Jose Fernandez Estate: Questions, Uncertainty
    Jose Fernandez, a once promising young starting pitcher for the Miami Marlins, was killed when the boat he was aboard crashed into a jetty off the Miami Beach coast. Authorities and initial reports stated that Fernandez was accompanied by two…
  • Jan 24

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period
    Can a claim for bad faith be maintained against a decedent’s insurance company, where the claimant failed to file a timely creditor claim against the estate?  A new Florida case says yes, the bad faith claim against the insurance…
  • Jan 23

    Can You Serve a Lawsuit By Facebook?

    Can You Serve a Lawsuit By Facebook?
    In the modern age, where communication can be done by way of text, tweet, email, or swipe, the ancient requirement to hand-serve a summons and complaint on a defendant seems quite anachronistic.  Courts and legislatures have been moving…
Rank this Week: 4055