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Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Feb 19

    Solving Only One-Half of the Problem (Part 2)

    Solving Only One-Half of the Problem (Part 2)
                    Last week I was telling you about a very typical call in our office.  Joe and Mary went to see an attorney to get their affairs in order when they…
  • Feb 12

    Solving Only One-Half of the Problem

    Solving Only One-Half of the Problem
                    Joe called me because the hospital social worker suggested it.  His wife, Mary had been in the hospital but was now ready to be discharged.…
  • Feb 5

    New Jersey Courts Decide Case Involving Estate Recovery and Elective Share (Part 2)

    New Jersey Courts Decide Case Involving Estate Recovery and Elective Share (Part 2)
                    Last week I told you about a case that was just decided by a New Jersey court in which a family tried to avoid the impact of New Jersey’s…
Rank this Week: 708

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Feb 19

    Wills and Estate Planning for Teacher

    Wills and Estate Planning for Teacher
    Wills and Estate Planning for TeachersBy Kenneth Vercammen, Esq.          Teachers work on an average more than 80,000 hours in a lifetime. In spite of all our resources and the assets we earn during…
  • Feb 19

    Wills and Estate Planning for Funeral Director

    Wills and Estate Planning for Funeral Director
    Wills and Estate Planning for Funeral DirectorsBy Kenneth Vercammen, Esq. Where there’s No Will …    If you do not write a Will, the State has already written one for you. Your assets go to whoever a state law says…
  • Feb 19

    Wills and Estate Planning for Physical Therapist

    Wills and Estate Planning for Physical Therapist
    Wills and Estate Planning for Physical TherapistsBy Kenneth Vercammen, Esq. Where there’s No Will …    If you do not write a Will, the State has already written one for you. Your assets go to whoever a state law…
Rank this Week: 825

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

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

    Did Carrie Fisher Predict Her Own Death?

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

    Article on New DOL Fiduciary Rule & Estate Planner

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

    Americans Retiring Abroad Must Plan Ahead

    Americans Retiring Abroad Must Plan Ahead
    As many Americans look to retire overseas, they will need to seek advice on the best way to plan for their ultimate destination. Between 2010 and 2015, the number of Americans receiving Social Security benefits abroad jumped from 400,000…
Rank this Week: 79

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

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

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

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

    Are Stepchildren Legal Heirs in the State of Texas?

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

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

    Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?
    A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust created to hold the property of a disabled beneficiary and distribute supplemental funds to that individual in a way that preserves his or her eligibility for…
Rank this Week: 969

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

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

http://jotwell.com/
  • Feb 17

    Smart Rules for Smart Contract

    Smart Rules for Smart Contract
    Lauren Henry Scholz, Algorithmic Contracts, Stan. Tech. L. Rev. (forthcoming 2017), available at SSRN.Martha ErtmanMost law students are digital natives who have been using computers since grade school, while I, a baby boomer, remain an…
  • Feb 16

    Breaking News: New Form of Superior Agency Guidance Discovered Hiding in Plain Sight

    Breaking News: New Form of Superior Agency Guidance Discovered Hiding in Plain Sight
    Kevin Stack, Preambles as Guidance, 84 Geo. Wash. L. Rev. 1252 (2016).Michael E HerzFor decades, controversy has brewed over agency (ab)use of and (over)reliance on guidance documents. On one account, agencies turn to guidance in an end run…
  • Feb 15

    Protecting Unhappy Worker Outbursts from Discriminatory Treatment

    Protecting Unhappy Worker Outbursts from Discriminatory Treatment
    Susan D. Carle, Angry Employees: Revisiting Insubordination in Title VII Cases, 10 Harv. L. & Pol’y Rev. 185 (2016).Michael Z. GreenThe nature of workplace protests was highlighted this past year by the actions of San Francisco…
Rank this Week: 676

All About Estates

All About Estates

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

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

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

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

    Approving Donor Recognition

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

    Medical Emergency Cards – A Logical Follow-up to POAPC

    Medical Emergency Cards – A Logical Follow-up to POAPC
    As regular readers know, we occasionally invite guest bloggers to contribute to All About Estates  Today’s blog was written by Norman Bowley, a partner and chair of the Estates and Succession Group at Low Murchison…
Rank this Week: 2414

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: 1299

German Law Group Blog

German Law Group Blog

Covers estate planning.

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

    How Nursing Home Costs Impact Your Estate Plan

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

    When Do I Need an Estate Planning Attorney?

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

    Should Financial Planning Be Part of My Estate Plan?

    Should Financial Planning Be Part of My Estate Plan?
    Like most people you likely engage in some type of financial planning. You also likely understand the importance of having a well thought out estate plan in place. What you may not know is that the two should be combined. By including…
Rank this Week: 2727

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

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

    Florida Estate Planning For Second Marriage

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

    The Importance of a Durable Power of Attorney

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

    A Spendthrift Provision Can Protect Against Civil Judgment

    A Spendthrift Provision Can Protect Against Civil Judgment
    Yes A Spendthrift Provisions Can Protect Against Civil Judgments What is a Spendthrift Provision? One of the best forms of asset protection we can provide is through a trust that contains a spendthrift provision.  In a revocable trust, a…
Rank this Week: 527

Murphy's Law Blog

Murphy's Law Blog

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

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

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

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

    Tips for Avoiding Social Isolation with Senior

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

    Planning Ahead for Aging in Place

    Planning Ahead for Aging in Place
    If you’re looking ahead to your retirement and the years beyond, there’s a strong chance that you’d like to remain in your own home independently as long as possible. This is because a growing number of older individuals…
Rank this Week: 2262

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Feb 14

    Should you update your trust?

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

    You have enough time (we all do)

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

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

    death of the death tax? what would repeal of estate tax mean for you and me?
    The Republicans have been talking about and working on repeal of the federal estate tax for years.  Now that Trump is on his way to the White House, there are many who believe that the federal estate tax (also known as death tax) will…
Rank this Week: 2201

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • Feb 14

    New York Estate Accountings: An Overview

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

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

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

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
Rank this Week: 3470

Utah Estate Planning

Utah Estate Planning

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

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

    Long-Term Disability Insurance can be a Guaranteed Paycheck

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

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

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

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

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
Rank this Week: 4844

Probate in Nevada

Probate in Nevada

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

http://www.probate-in-nevada.com/
Rank this Week: 3447

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

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

    Elder Abuse is a crime, even subtle financial exploitation

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

    Getting hitched in Florida has it’s advantages inside probate

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

    How Pre-Nups and Probate Court engage

    How Pre-Nups and Probate Court engage
    Effect of Marital Agreement on Entitlement to Probate Estate When it comes to estate planning, multiple factors can influence the distribution of the estate, besides a trust document or a will. One such device is a martial agreement made…
Rank this Week: 1882

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

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

    Ways to Avoid the Time and Expense of Probate Court

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

    The Value of Hiring an Elder Law Attorney

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

    Steps to Take After a Loved One’s Death

    Steps to Take After a Loved One’s Death
    Compassionate Attorney Assisting Grieving Family Members throughout Long Island, NY The death of a family member is emotionally and mentally traumatic. While you are tempted to retreat and deal with your grief, there may be loose ends that…
Rank this Week: 3780

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

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

    How Does a Joint Tenancy for Cars Work?

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

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

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

    What Happens to My Dog After I Die?

    What Happens to My Dog After I Die?
    Carrie Fisher, the writer and actress remembered by millions of fans as Princess Leia in the “Star Wars” films, passed away in late 2016. A number of stories published after Fisher’s death mentioned her French bulldog, Gary,…
Rank this Week: 517

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Petitioner Seeks Judicial Settlement of Final Account

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

    Court Discusses Alleged Fraud and Undue Influence in Probating a Will

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

    Proceeding Seeks to Compel Production of Will

    Proceeding Seeks to Compel Production of Will
    These two proceedings to compel the production of the wills of the testator, ask the court to seal the documents which have been produced by the respondent. By petitions dated July 25, 2008, petitioners sought to compel the New York City…
Rank this Week: 581

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

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

    FEDERAL ELDER ABUSE AND PREVENTION ACT ON THE HORIZON

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

    EVEN THE WEALTHY FAIL TO UPDATE THEIR ESTATE PLANNING DOCUMENTS

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

    IRS TAX DEBT CAN RESULT IN PASSPORT DENIAL OR REVOCATION

    IRS TAX DEBT CAN RESULT IN PASSPORT DENIAL OR REVOCATION
    In December 2015, legislation went into effect that requires the IRS to provide a list of names to the State Department of individuals with “seriously delinquent tax debt” (more than $50,000 in unpaid federal taxes, including…
Rank this Week: 1065

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

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

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

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

    Executor’s Duties Before Receiving Letter

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

    Lessons to be Learned From the Power of Attorney

    Lessons to be Learned From the Power of Attorney
    Powers of attorney and trust instruments have each been the subject of many an estate plan. They each have also been the subject of multiple estate litigations. In combination, the two have served as fodder for controversies surrounding the…
Rank this Week: 1128

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

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

http://www.illinoisestateplan.com/blog
  • Feb 7

    New Illinois Laws for 2017, Part 1: Fiduciary Access to Digital Asset

    New Illinois Laws for 2017, Part 1: Fiduciary Access to Digital Asset
    This post will be the first in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. I have been writing about the emerging issues surrounding estate planning for digital assets for…
  • Jan 9

    2017 Estate Tax Summary

    2017 Estate Tax Summary
    I previously provided summaries of estate and gift taxes for 2013, 2014, 2015 and 2016. As with the last few years, the changes at the beginning of this year are primarily inflation adjustments. For 2017, the unified federal estate, gift and…
  • Dec 21

    Happy Holidays 2016

    Happy Holidays 2016
    I hope you’re all having a joyous and memorable holiday season filled with friends and family and fun! I value all of our clients and take pride and joy in helping our clients to plan for their families’ futures and to guide…
Rank this Week: 1687

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: 270

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: 2067

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

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

http://www.phoenixprobatelawyersblog.com/
  • 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.
  • 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.
  • Jan 20

    How To Protect Yourself From Financial Elder Abuse

    How To Protect Yourself From Financial Elder Abuse
    As we age, it presents opportunity for people to take advantage of us. Learn about how to protect yourself in your later years. The post How To Protect Yourself From Financial Elder Abuse appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 3383

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: 746

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/
  • Jan 31

    Smartphone app helps nonverbal children communicate through symbol

    Smartphone app helps nonverbal children communicate through symbol
    Predictive typing firm SwiftKey has launched a smartphone app that aims to provide special needs children with an easier way to communicate. SwiftKey Symbols is described as an assistive symbol-based communication app specially designed for…
  • Jan 17

    California caregiver law aims to prevent elder abuse

    California caregiver law aims to prevent elder abuse
    The law seeks to enhance the safety of elderly and disabled people who receive private home care services from a caregiver who assists them with daily tasks. Senior citizens can often be vulnerable to abuse, whether it is physical, sexual,…
  • Dec 29

    Robin Williams’ family battles over estate

    Robin Williams’ family battles over estate
    Robin Williams’ widow Susan Williams settled out of court a lawsuit over the late actor’s estate last year. The highly publicized dispute with his children revolved around an estate worth an estimated $100 million. Disagreements…
Rank this Week: 612

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/
  • 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 17

    Exclusion of Gains from Sale of Personal Residence

    Exclusion of Gains from Sale of Personal Residence
    In this blog post, Justin M. Kennedy discusses a special exclusion of gains from the sale of a personal residence built into the Internal Revenue Code in Section 121. The post Exclusion of Gains from Sale of Personal Residence appeared first…
  • Jan 11

    Clayton Trust – The Advantages of the B-Trust

    Clayton Trust – The Advantages of the B-Trust
    By: Justin M. Kennedy, Attorney Law Office of Roy W. Litherland Prior to 2014, for married clients with estates valued at over one million dollar ($1,000,000), our office often recommended ABC Trusts.  This trust structure was used to…
Rank this Week: 3015

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Jan 24

    Ownership of Safe Deposit Box Content

    Ownership of Safe Deposit Box Content
    Who owns the contents of a safe-deposit box when two people are on the box and one dies? The answer may depend on what is specifically provided in the lease or rental agreement with the bank.  In other words, does the bank have a written…
  • Jan 9

    Due Process, Death and Taxe

    Due Process, Death and Taxe
    I have written extensively about the application of the due process requirements under both the Florida and United States Constitutions in previous blogs and cannot resist touching upon a recent opinion in a state court case applying federal…
  • Dec 27

    Trust Revocation: No Magic Art is Necessary

    Trust Revocation: No Magic Art is Necessary
    The Uniform Trust Code §602(c) provides that a settlor may revoke or amend a revocable trust by substantial compliance with a method provided in the terms of the trust or by any method manifesting clear and convincing evidence of the…
Rank this Week: 4169

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

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

    What Are The Issues With a DIY Will?

    What Are The Issues With a DIY Will?
    Your Last Will and Testament is a legal document in which you make your final gifts, leave instructions for paying creditors, and nominate guardians for your children.  In addition, you pick somebody to oversee the disposition of your…
  • Dec 9

    December 2016 News and Fun

    December 2016 News and Fun
    Quotables “Remind yourself that you cannot fail at being yourself.”  Wayne Dyer “7 things to give up: 1. People pleasing. 2. Doubting yourself. 3. Negative thinking. 4. Fear of failure. 5. Criticizing yourself. 6.…
  • Nov 27

    Intangible Benefits of Estate Planning

    Intangible Benefits of Estate Planning
    Peace of Mind knowing that your assets, self, and family are protected for your lifetime and beyond. Increased confidence that you can handle what challenges life presents to you. Pride in a job well done. A sense of accomplishment that you…
Rank this Week: 1619

California Probate and Estate…

California Probate and Estate Planning Blog

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

http://www.californiaprobate.info/blog
  • Jan 23

    FAST probate in California….

    FAST probate in California….
    Did you know you can request your first probate court hearing be hearing in only 30 days? The California probate code specifically authorizes this at California probate code 8003. Here is the text of that section: 8003. (a) The hearing on the…
  • Jan 5

    New Years Resolution

    New Years Resolution
    Each year I am told of clients who had a new years resolution to “Get our estate plan done this year….” Each year they tell me they failed to do it until finally they came to see me. Often they tell me “the estate…
  • Dec 27

    Stuff happens… so finish your estate plan

    Stuff happens… so finish your estate plan
    Every year it happens. Every year I get to the end of the year and am amazed that some people I met with months ago have not finished their estate plans yet. People who have had rough drafts mailed to them long ago. People who have been…
Rank this Week: 2472

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Jan 17

    Court may construe a will before it is admitted to probate

    Court may construe a will before it is admitted to probate
    Many will contests involve a challenge to the validity of a will, such as claims it did not meet formality requirements or that the testator lacked capacity or was subjected to undue influence. However, sometimes the primary dispute is how...
  • Dec 21

    Challenging non-testamentary designation

    Challenging non-testamentary designation
    Much of the "action" in probate litigation these days does not involve challenges to testamentary dispositions. Instead, I see more of a trend in my practice of challenges to beneficiary designations. Those include designations for: life…
  • Nov 17

    Estate of Koontz: Another summary judgment overturned

    Estate of Koontz: Another summary judgment overturned
    Estate of Koontz is a very recent decision from the San Antonio Court of Appeals. The trial court in Bandera County had granted summary judgment against a will contestant's claims of lack of testamentary capacity and undue influence. The…
Rank this Week: 3957

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
Rank this Week: 3248

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
Rank this Week: 272

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 20

    Why A Successor Trustee Is Important

    Why A Successor Trustee Is Important
    If you are considering the addition of a trust agreement to your estate plan you will need to make a number of important decisions should you decide to create a trust. Deciding who to appoint as the Trustee of your trust is one of those…
  • Dec 13

    Why Should Incapacity Planning Be Included in Your Estate Plan?

    Why Should Incapacity Planning Be Included in Your Estate Plan?
    A comprehensive estate plan should do far more than simply provide a roadmap for the distribution of your estate assets after your death. Components such as tax and probate avoidance, special needs planning, or retirement planning can easily…
  • Dec 6

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?
    A power of attorney is a commonly used legal document, often included in a comprehensive estate plan. When used properly, a power of attorney, or POA, can be a beneficial addition to your estate plan. Unfortunately, people often execute a POA…
Rank this Week: 558

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/
  • 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…
  • Sep 15

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson
    The death of Gene Wilder saddened Willa Wonka fans across the globe — not to mention fans of Blazin’ Saddles, Young Frankenstein, and many others. When his family issued a statement saying that Alzheimer’s disease claimed…
Rank this Week: 373

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/
  • Nov 28

    It's Time to Reassess Your Medicare Choice

    It's Time to Reassess Your Medicare Choice
    Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. The post It's Time to Reassess Your Medicare Choices appeared first on Boydstun.
  • Nov 28

    States Begin Offering State-Run Retirement Plan

    States Begin Offering State-Run Retirement Plan
    Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer. The post States Begin Offering State-Run…
  • Nov 28

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017
    Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years. The post Typical Social Security Recipient Will Get $4 Benefit Increase in 2017…
Rank this Week: 2790

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: 4388

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Nov 22

    Selecting your Trust or Will litigation lawyer

    Selecting your Trust or Will litigation lawyer
    How do you select a lawyer to represent you in a Trust or Will litigation matter? It can be a frustrating process. What we suggest to people is to be comfortable with the person you are meeting with before hiring a lawyer. Lawyers have a…
  • Nov 8

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit
    Occasionally we are asked about fighting against a big firm. Maybe your Trustee decides to hire a big firm in Los Angeles, New York, Chicago, Boston, or some other big city. How are you going to fight your Trustee when he or she is…
  • Oct 25

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust
    There are times when a Trust settlor names a successor Trustee who is not a beneficiary of the Trust. This is often a great idea because naming a child as Trustee can be disastrous. And naming two or more children as Co-Trustees is a…
Rank this Week: 824

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: 599

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 2

    New York Will Contests Can Be Avoided

    New York Will Contests Can Be Avoided
    There are many great reasons to create an estate plan. The New York Probate Lawyer Blog has published many posts discussing the basics of estate planning. Preparing and signing documents such as a Last Will, Living Will, Health Care Proxy,…
  • Oct 26

    New York Wills Need to Be Properly Prepared and Signed

    New York Wills Need to Be Properly Prepared and Signed
    The preparation and signing of Wills in New York is an important part of the estate planning process. Creating documents such as a Last Will, Living Will, Health Care Proxy and Living Trust is an important first step in expressing a persons…
  • Oct 19

    New York Estate Planning Involves Many Consideration

    New York Estate Planning Involves Many Consideration
    Planning an estate in New York requires that numerous factors be considered. The testator or creator of a Last Will or Trust should begin by making a complete inventory and review of his assets. The New York Probate Lawyer Blog has many posts…
Rank this Week: 4869

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/
  • 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…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
Rank this Week: 4471

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/
  • Sep 2

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule
    On September 1, 2016, the Florida Supreme Court approved changes to the Probate Rules. The Probate Rules include both Probate and Guardianship. While there were multiple changes to throughout (many being minor), in this post I am going to…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
Rank this Week: 1670

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 23

    Kent Berk to Teach Financial Exploitation Seminar

    Kent Berk to Teach Financial Exploitation Seminar
    Scottsdale, Arizona probate attorney Kent S. Berk will teach a seminar regarding financial exploitation claims under Arizona’s adult protective service act.  The seminar will be held at the Maricopa County Bar Association in…
  • Jun 29

    23 Mile Buckskin Gulch Hike

    23 Mile Buckskin Gulch Hike
    Lest any of our friends or clients think that all we do is go to court, take depositions and sit in the office talking on the phone or doing research and writing, we decided to share the video of our epic hike of Wire Pass, Buckskin Gulch and…
  • Mar 10

    Keeping a Healthy Brain

    Keeping a Healthy Brain
    Most people are concerned about keeping their brains healthy and active as they age. With high anticipated rates of Alzheimer’s disease and dementia projected for the future, this should be important for everyone. Indeed, the…
Rank this Week: 1305

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

A discussion of trusts and estates litigation in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
Rank this Week: 3228

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate Property

    Real Estate Agents: A Primer on Florida Probate Property
    Download a PDF optimized copy of this article here. Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout…
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate property

    Real Estate Agents: A Primer on Florida Probate property
    Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout the State of Florida. Many of these properties are…
  • Jul 26

    ALERT: Confirm Designated Beneficiary on Your Bank Account!

    ALERT: Confirm Designated Beneficiary on Your Bank Account!
    In the past year, we’ve had at least 5 calls requesting our Florida probate representation for just a regular checking account. If the deceased owner of the account had simply confirmed the designated beneficiary, probate could have…
Rank this Week: 4896