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Fiduciary Folio

Fiduciary Folio

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

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

    Clarke County Superior Court totally reversed on appeal in trust matter

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

    Facebook at vanguard of digital inheritance

    Facebook at vanguard of digital inheritance
    Facebook users (of which this firm is not one) have long since realized that their accounts are digital journals of their lives. These records are valuable, not only to users, but to their posterity.  Responding to…
  • Dec 9

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
Rank this Week: 621

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

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

    Where Is My Social Security Statement?

    Where Is My Social Security Statement?
    You have to be apprised of your anticipated future income if you want to plan ahead for retirement intelligently. Different people have different capabilities, but the fact is that Social Security is going to be very important to the majority…
  • Mar 4

    Advance Planning For Military Veteran

    Advance Planning For Military Veteran
    We are all aware of the fact that dealing with bureaucracies can sometimes be complicated. This comes into play when you are making preparations for the future, especially if you are someone who has served in the Armed Forces. People who have…
  • Mar 2

    Legal Advice For Small Business Owner

    Legal Advice For Small Business Owner
    Serious minded individuals who want to be prepared at all times would do well to develop an ongoing relationship with a good Hartford financial planning lawyer. This is true for everyone, but it is even more essential for people who are in…
Rank this Week: 3313

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Mar 6

    Free Report: Probate in Minnesota – Can It Be Avoided?

    Free Report: Probate in Minnesota – Can It Be Avoided?
    In Minnesota, if you pass away in direct possession of personal property, this property becomes probate property. Probate is the legal process of estate administration. The executor is empowered to administer the estate, but the…
  • Mar 5

    Should I Have a Durable Power of Attorney for Health Care?

    Should I Have a Durable Power of Attorney for Health Care?
    Incapacity planning is something that you should consider seriously when you are looking ahead toward your senior years. It is clearly not the most pleasant prospect to ponder, but a significant percentage of elders do become unable to handle…
  • Mar 3

    Who Can Act as a Living Trust Trustee?

    Who Can Act as a Living Trust Trustee?
    The legal device that is called a revocable living trust can be a very useful estate planning tool if you want to arrange for efficient postmortem asset transfers. The last will is looked upon as the simplest estate planning tool by many…
Rank this Week: 3601

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 6

    New Suit Alleging Nazis Forced Art Dealers to Sell Artifacts Under Dure

    New Suit Alleging Nazis Forced Art Dealers to Sell Artifacts Under Dure
    A lawsuit seeking return of a collection of artifacts, some dating back over 1,000 years, was filed last week in U.S. District Court in Washington, D.C. The claims are brought by heirs of Jewish art dealers that claim that in...
  • Mar 5

    Mounting Costs of Long-Term Care Insurance

    Mounting Costs of Long-Term Care Insurance
    For about 1.2 million Americans, Tom McInerney will be paying their nursing home bill. McInerney, 58, is the chief executive officer of Genworth Financial Inc., the giant of long-term care insurance. Long-term care policies written years ago…
  • Mar 5

    Article on the Institution of the Trust in Ireland

    Article on the Institution of the Trust in Ireland
    Oonagh B. Breen (University of California, Davis) recently published an article entitled, National Perspectives: The Institution of the Trust in Ireland, UCD Working Papers in Law, Criminology & Socio-Legal Studies Research Paper No.…
Rank this Week: 69

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/
  • Mar 6

    In Praise of Accountability

    In Praise of Accountability
    Jeremy Waldron, Accountability: Fundamental to Democracy (April 2014), available at SSRN.Edward RubinAccountability is a term that gets bandied about a great deal these days, sometimes as a criticism of regulatory government (agencies…
  • Mar 5

    Not Business as Usual for In-House Counsel

    Not Business as Usual for In-House Counsel
    Anton R. Valukas, for Jenner & Block, Report to Board of Directors of General Motors Company Regarding Ignition Switch Recalls (2014).W. Bradley WendelOne of the most interesting things written about professional responsibility in 2014 is…
  • Mar 4

    Big Data and Deterrence

    Big Data and Deterrence
    Zenon Zabinski and Bernard Black, The Deterrent Effect of Tort Law: Evidence from Medical Malpractice Reform, available at SSRN.Nora EngstromIn a provocative new piece, Zenon Zabinski and Bernard Black address one of the most stubborn…
Rank this Week: 287

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Mar 5

    Marriage in the Golden Year

    Marriage in the Golden Year
    As we live longer, a marriage later in life is becoming more common with our aging society. That means changes to your estate plan are more crucial than ever. It also means the likelihood of new family members, from adult children to…
  • Mar 3

    Can an IRA Be Used for Estate Planning Purposes?

    Can an IRA Be Used for Estate Planning Purposes?
    On the surface, the value of an individual retirement account is self-explanatory. You contribute into an individual retirement account so that you have a nest egg to draw from during your golden years. However, when circumstances are…
  • Mar 1

    How Can I Preserve My Legacy?

    How Can I Preserve My Legacy?
    When you are planning your estate, you may be concerned about how you will be remembered after you pass away. If you feel this way, you can engage in a more comprehensive form of estate planning called legacy planning. There are various…
Rank this Week: 922

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Mar 5

    Top 10 Things Every California Executor Must Know!

    Top 10 Things Every California Executor Must Know!
    If you are an Executor in California there are a few things you must know if you hope to do your job the right way.  Here’s our top ten list for every California Executor: 1.  You have no powers or duties until the court…
  • Feb 26

    Body Snatchers: Who Controls Your Remains Under California Law?

    Body Snatchers: Who Controls Your Remains Under California Law?
    Ever wonder who has the legal right to control your remains after you die?  I have never thought about it either, but it came to light last year with Casey Kasem’s body went missing.  Where did it go and who has the right to…
  • Feb 24

    Going on Offense: We stand, we fight, we win. Albertson & Davidson, LLP

    Going on Offense: We stand, we fight, we win. Albertson & Davidson, LLP
    Have to share this, our new video that describes how we feel about standing, fighting and winning for our clients.  Trust and Will lawsuits are about the principal for most people, not the money.  And sometimes, you have to fight…
Rank this Week: 864

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/
  • Mar 5

    Survivorship Deeds in Florida - Proceed with Caution

    Survivorship Deeds in Florida - Proceed with Caution
    An ambiguous deed with survivorship language creates confusion, requiring the court to interpret the ownership of real estate.
  • Mar 4

    Attorney for Trust Owes No Fiduciary Duty to Beneficiarie

    Attorney for Trust Owes No Fiduciary Duty to Beneficiarie
    The United States Court of Appeals for the Eleventh Circuit has ruled that the attorney for the trustee of a trust owes no fiduciary duty to the beneficiaries of the trust.
  • Feb 9

    Partition Action Solves Jointly Owned Property Dispute

    Partition Action Solves Jointly Owned Property Dispute
    In the wake of a loved one’s death, an individual often learns that he or she has inherited real property owned by the decedent.  In our practice, the client will often be one of multiple beneficiaries of the same parcel of…
Rank this Week: 3236

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
  • Mar 5

    Tax Issues to Consider When Settling an Estate

    Tax Issues to Consider When Settling an Estate
    During the first quarter of the year, the only tax items most taxpayers are concerned with are their own personal and business returns. However, settling an estate involves tax matters that need to be resolved before the estate is closed. The…
  • Mar 2

    Vulnerability for Domestic Asset Protection Trust

    Vulnerability for Domestic Asset Protection Trust
    A recent court case involving a Domestic Asset Protection Trust (DAPT) revealed a possible threat to the protections provided by these powerful asset preservation tools. DAPTs generally are used when enhanced creditor protections are desired.…
  • Feb 26

    Creating a North Carolina Succession Plan

    Creating a North Carolina Succession Plan
    Failing to create a succession plan for a North Carolina business results in a few possible outcomes that might not match an owner’s wishes. Depending on how the company is structured, upon a business owner’s death, other partners…
Rank this Week: 4982

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Mar 5

    What Are the Benefits of Mediation?

    What Are the Benefits of Mediation?
    If you are involved in any type of civil litigation in South Carolina there is a chance that the court will encourage you, if not require you, to attend mediation before the court will set the matter for an actual trial.  While the…
  • Mar 3

    What If I Don’t Respond to the Divorce Complaint in South Carolina?

    What If I Don’t Respond to the Divorce Complaint in South Carolina?
    The process of getting divorced is never easy, even if you are the party initiating the divorce. If you don’t want a divorce, the entire process can be even more painful. If you have recently been served with a Complaint for Divorce and…
  • Feb 26

    Celebrate “ Responsible Pet Owner’s Month ” by Creating a Pet Trust

    Celebrate “ Responsible Pet Owner’s Month ” by Creating a Pet Trust
    To say that Americans love their pets would be an understatement. In the United States, three out of every five households has at least one dog or cat. Collectively, that means that we own about 80 million dogs and cats in the U.S. –…
Rank this Week: 1911

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/
  • Mar 4

    What Is a First Party Special Needs Trust?

    What Is a First Party Special Needs Trust?
    People with disabilities often rely on Medi-Cal for health insurance, and Supplemental Security Income can provide a minimal source of monthly income. A special needs trust is a type of legal device that can be used to provide support for a…
  • Mar 2

    Do You Have to Impoverish Yourself to Qualify for Medi-Cal?

    Do You Have to Impoverish Yourself to Qualify for Medi-Cal?
    People have questions about Medi-Cal when they find out that Medicare will not pay for nursing home care. Medi-Cal is California’s version of the Medicaid program that is offered nationally, and it does pay for custodial care. Because…
  • Mar 2

    Free Report: What Questions Should I Ask a California Elder Care Attorney?

    Free Report: What Questions Should I Ask a California Elder Care Attorney?
    When you start to get older, you invariably begin to think about things that never crossed your mind previously. Retirement can seem like a world away, but eventually, it starts to peek its head over the horizon. Topics covered in this report…
Rank this Week: 900

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Mar 4

    Thought for the Day:

    Thought for the Day:
    Life is not measured by the number of breaths we take, but by the moments that take our breath away. Maya Angelou
  • Mar 4

    Estate Planning and Charitable Giving

    Estate Planning and Charitable Giving
    A comprehensive estate plan starts with a Last Will and Testament; however, from there an estate plan can take numerous different forms and accomplish a wide variety of goals. For some people, an estate plan must include provisions that allow…
  • Mar 3

    Texas History – Do You Know What First Public Office George Bush Was Elected to?

    Texas History – Do You Know What First Public Office George Bush Was Elected to?
    George Bush was first elected to United States House of Representatives seat from 7TH District of Texas in 1966. He defeated Democrat Frank Briscoe with 57% of the vote, becoming the first Republican to represent Houston. Bush’s…
Rank this Week: 3306

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
Rank this Week: 1055

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Mar 4

    60 No Longer Considered “Old Age”

    60 No Longer Considered “Old Age”
    How old is “old age?” Older than it used to be, at least! View image | gettyimages.com A major new report makes a clear and convincing case that people in their sixties simply do not have the life or health … Continue…
  • Feb 25

    Signs of Caregiver Stre

    Signs of Caregiver Stre
    So much of the discussion about long-term care in this country is focused on the patients and the payments. That makes sense. Long-term care can be very expensive and it has an inestimable impact on the lives of the elderly … Continue…
  • Feb 18

    A Marriage to Remember: A Touching Short Film on Alzheimer’

    A Marriage to Remember: A Touching Short Film on Alzheimer’
    In a new short-film documentary entitled A Marriage to Remember, filmmaker Banker White takes a starkly intimate look into his parents’ struggle with his mother’s early-onset Alzheimer’s disease. View image | gettyimages.com…
Rank this Week: 4407

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Mar 3

    Got Letters of Administration! What now?

    Got Letters of Administration! What now?
    This is a followup to my previous post on starting Probate in Florida, specifically Formal Administration. The initial push in probate is dedicated to convincing the judge to appoint you as the personal representative (PR) and then issuing…
  • Feb 19

    How to Start Probate in Florida

    How to Start Probate in Florida
    Florida Probate administration can be relatively hassle-free with the right guidance and representation. It’s easy enough to say “hire an attorney” and frankly, it’s almost always your only choice. But, there’s…
  • Oct 6

    Thoughts about Estate Assist, a “digital safe deposit box”

    Thoughts about Estate Assist, a “digital safe deposit box”
    Does Estate Assist solve probate and estate problems for Florida residents? A brief look at Estate Assist and lingering questions. The post Thoughts about Estate Assist, a “digital safe deposit box” appeared first on…
Rank this Week: 4514

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Mar 3

    What Happens to Your Facebook Profile After You Die?

    What Happens to Your Facebook Profile After You Die?
    We live in a social media age where almost anything we do can be posted online for others to view. We share personal information ranging from vacation photos to our thoughts and opinions on this year’s Oscar winners. Facebook pages…
  • Feb 24

    When Does Power of Attorney Terminate in Florida?

    When Does Power of Attorney Terminate in Florida?
    Power of Attorney is a legal document that gives one person the authority to act on behalf of another as that person’s “agent.” The person who grants the Power of Attorney is known as the “Principal,” and can…
  • Feb 11

    Estate Planning Ambiguities: What Robin Williams’ will contest teaches us about creating high-value trust

    Estate Planning Ambiguities: What Robin Williams’ will contest teaches us about creating high-value trust
    When you are gone, will your surviving heirs abide by every wish of your estate just as you envisioned, or will they fight over their own interpretations of your will? Ambiguous language in estate planning can create friction among your loved…
Rank this Week: 3907

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
  • Mar 3

    Ernie Banks Estate, Part 2: Probate vs. Non-Probate Property

    Ernie Banks Estate, Part 2: Probate vs. Non-Probate Property
    A lot of people are following the Ernie Banks probate case with intense interest, attorneys included. I think part of the reason for the public interest is that a lot of people have either gone through a similar family situation, or know…
  • Feb 25

    Legendary Comedians, Estate Battles and Your Stuff

    Legendary Comedians, Estate Battles and Your Stuff
    The late George Carlin is one of my favorite comedians of all-time. One of his legendary routines revolves around how the meaning of life is basically finding “a place for all your stuff!” More recently, Jerry Seinfeld riffed on…
  • Feb 20

    Facebook Adds “Legacy Contact” Option (Plus, I’m now on Twitter)

    Facebook Adds “Legacy Contact” Option (Plus, I’m now on Twitter)
    Almost exactly one year ago, I posted about a policy change that Facebook had made with respect to accounts of deceased individuals (see “Facebook Makes Memorialized Accounts More Public“, February 25, 2014). Last year,…
Rank this Week: 3626

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

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

    5 Red Flags of Elder Financial Abuse by Relatives & Caregiver

    5 Red Flags of Elder Financial Abuse by Relatives & Caregiver
    Many people know that seniors are susceptible to consumer fraud, telemarketing ploys, and internet scams, but fewer know that by far the biggest threat to an elderly person’s financial security is financial abuse by relatives, friends,…
  • Feb 27

    Six Considerations When Choosing a Legal Guardian for your Minor Children

    Six Considerations When Choosing a Legal Guardian for your Minor Children
    For the parents of minor children, one of the most important aspects of your will is naming a legal guardian for your kids in the event that you and your spouse are no longer able to care for them. While it can be extremely difficult to…
  • Feb 23

    Is it Too Early to Start Estate Planning?

    Is it Too Early to Start Estate Planning?
    As New York estate planning attorneys, it’s no surprise that we believe that it is never too early to begin planning your estate. We know all too well that life is filled with the unexpected, and far too many people pass on without…
Rank this Week: 3149

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Mar 2

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily Times  presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership…
  • Mar 2

    Court of Appeals to Hear Missing Will Case

    Court of Appeals to Hear Missing Will Case
    The Estate of Robyn Lewis reported in the Watertown Daily News presents a state of facts perfect for a bar examination question.  When Robyn Lewis and her husband James Simmons divorced in Texas in 1966, Robyn retained ownership of a…
  • Feb 21

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
Rank this Week: 270

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
  • Mar 2

    To Spring or Not to Spring a Durable Power of Attorney

    To Spring or Not to Spring a Durable Power of Attorney
    Every adult should have a durable power of attorney. What is a Durable Power of Attorney? A durable power of attorney is a document that will allow you to appoint someone you trust to engage in specified business, financial and legal…
  • Feb 18

    What Will Happen To Your Facebook Account When You Die?

    What Will Happen To Your Facebook Account When You Die?
    A friend from college died suddenly a couple of years ago. She was a healthy person, but contracted the flu and died from complications from it. A couple of months later, I received Facebook reminder that it was her birthday. Had I not been…
  • Feb 11

    Is A Will Signed By One Witness Valid If It Is Also Signed by a Notary?

    Is A Will Signed By One Witness Valid If It Is Also Signed by a Notary?
    I have written before about the requirements of a valid will in Texas. To be valid, a Will must be signed by the testator, or another person at the testator’s direction and in his presence, and attested in the presence of the…
Rank this Week: 3745

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

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

    Are We in Danger of Losing the Step Up in Basis?

    Are We in Danger of Losing the Step Up in Basis?
               A few weeks back, President Obama proposed, in his State of the Union address, that the “step up in basis” provision of the capital gains tax be eliminated.  While Obama claims that he…
  • Feb 22

    How to Lower New Jersey’s Estate Tax

    How to Lower New Jersey’s Estate Tax
                New Jersey has one of the worst, if not the absolute worst, estate taxes in the country.  It is one of two states that has an estate tax and an inheritance tax.  Over the past 15 years the…
  • Feb 15

    Medicaid Isn’t Just About the Finance

    Medicaid Isn’t Just About the Finance
                It’s something I always remind clients when we talk about Medicaid eligibility.  Meeting the income and asset limits are not the only requirements.   An…
Rank this Week: 2971

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Mar 1

    Resigning as Administrator or Executor of a Virginia Estate

    Resigning as Administrator or Executor of a Virginia Estate
    Question: I qualified as an administrator of my aunt's estate. I don't want to be an administrator any more. What can I do? Answer: An administrator (or executor) can resign; however, resigning isn't as easy as qualifying. To resign, a…
  • Jan 31

    Modifying and Terminating Irrevocable Trusts under Virginia's Uniform Trust Code

    Modifying and Terminating Irrevocable Trusts under Virginia's Uniform Trust Code
    Your browser is not able to display frames. Please visit the mind map: Modifying & Terminating Irrevocable Trusts under Virginias Trust Code by Alvi Aggarwal Yates Campbell & Hoeg LLPs Trust Code by Alvi Aggarwal Yates Campbell…
  • Jan 31

    Modifying and Terminating Irrevocable Trusts under Virginia's Uniform Trust Code

    Modifying and Terminating Irrevocable Trusts under Virginia's Uniform Trust Code
    Your browser is not able to display frames. Please visit the mind map: Modifying & Terminating Irrevocable Trusts under Virginias Trust Code by Alvi Aggarwal Yates Campbell & Hoeg LLPs Trust Code by Alvi Aggarwal Yates Campbell…
Rank this Week: 4437

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Feb 27

    Petitioner Brings Action for Judicial Settlement of Trustee Account

    Petitioner Brings Action for Judicial Settlement of Trustee Account
    Probate Lawyers said that in this action for a judicial settlement of a trustee's account and for a construction of the will and codicils of the testator, the trustee moves for summary judgment. The testator died in September 1918, leaving a…
  • Feb 23

    Court Decides Action for Partition of Real Property

    Court Decides Action for Partition of Real Property
    Probate Lawyers said that an action for partition of real property, plaintiff appeals, as limited by his brief, from so much of a judgment of the Supreme Court, Kings County, dated December 5, 1983, as, after a nonjury trial, declared that…
  • Feb 22

    Widow Questions Will Construction

    Widow Questions Will Construction
    In rendering her account for judicial settlement, the executrix-widow has presented a number of questions for adjudication, including construction of the will. Objections were filed by the decedent's daughter (a devisee and residuary…
Rank this Week: 996

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
  • Feb 27

    Reverse Estate Planning to get a step up in basi

    Reverse Estate Planning to get a step up in basi
    I heard a great presentation recently by a CPA. He was talking about, what he calls, “reverse estate planning.” Say what? Well, we all know that the focus in estate planning has changed from estate taxes (death taxes) to capital…
  • Jan 1

    IRS Gift and Estate Tax Exemptions for 2015

    IRS Gift and Estate Tax Exemptions for 2015
    The IRS released their gift and estate tax exemption numbers for 2015 a few months back. In case you missed it they are: GIFT TAX: It remains at $14,000 per donor per donee.  So a husband and wife can do … Continue reading…
  • Dec 9

    International Will

    International Will
    I have been practicing law since 1994. I have been extremely focused on the areas of estate and probate law during that time.  Through those years I have a number of clients who have property in other countries. Usually we ……
Rank this Week: 989

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

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

http://berkmoskowitz.com/blog/
  • Feb 26

    Arizona Supreme Court Clarifies Anti-Deficiency Statute

    Arizona Supreme Court Clarifies Anti-Deficiency Statute
    Since the downturn in the Arizona real estate market and increase in the number of loan defaults and foreclosures, lenders and borrowers have fought over the interpretation of Arizona’s so-called anti-deficiency statutes. Disputes…
  • Feb 24

    Lessons from Robin Williams’ Trust Dispute

    Lessons from Robin Williams’ Trust Dispute
    After the passing of a loved one, family members and friends normally gather to find solace or to celebrate the person’s life. Or at least that is the order and manner in which most people would wish to be remembered. To this end of…
  • Feb 11

    Beneficiaries Disinherited for Filing Trust Contest in Violation of Forfeiture Clause

    Beneficiaries Disinherited for Filing Trust Contest in Violation of Forfeiture Clause
    Beneficiaries beware!  The Arizona Court of Appeals has concluded that someone who challenges a trust may be disinherited for violating a “no-contest” clause. A no-contest or forfeiture clause is a provision included in a…
Rank this Week: 4051

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

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

http://longislandestatesattorney.com/faqs/
  • Feb 26

    How Can I Use a Supplemental Needs Trust To Get Medicaid on Long Island

    How Can I Use a Supplemental Needs Trust To Get Medicaid on Long Island
    Allowing for Payment for Expenses While on Government Assistance When dealing with a seriously disabled person, how you handle that person’s finances can be essential when it comes to dealing with government benefits. Too many assets,…
  • Feb 13

    What Happens if There Aren’t Enough Assets in a Long Island Estate?

    What Happens if There Aren’t Enough Assets in a Long Island Estate?
    Who Gets Paid First When There Isn’t Enough Money To Pay Everyone It is not uncommon when someone dies that the estate ends up owing more than the estate actually has in assets. Many times, people end up wracking up large medical bills…
  • Feb 2

    Do I Need An Attorney To Make A Will On Long Island?

    Do I Need An Attorney To Make A Will On Long Island?
    Could Doing Your Own Will Cost Your Beneficiaries? If you look up estate planning online, you can find almost countless resources on all of the ways that you can write your own will in order to save yourself some legal fees. The parties…
Rank this Week: 2507

Wills, Trusts and Estates Blog

Wills, Trusts and Estates Blog

Covers estate planning, estate administration, probate, trusts and wills. By the Martin Law Firm.

http://www.jbmartinlaw.com/blogs/wills-trusts-and-estates/
  • Feb 25

    Pennsylvania Estate Planning: Its Never Too Early to Start

    Pennsylvania Estate Planning: Its Never Too Early to Start
    Pennsylvania estate planning, a concept which you may think only applies to older individuals or those with a lot of money, in reality, is a very important way for even young families to prepare for difficult and emotionally scenarios. In…
  • Feb 9

    Pennsylvania Estate Planning and Your Online Account

    Pennsylvania Estate Planning and Your Online Account
    A recent article in Philly.com discussed the importance of Facebook and social media as part of an estate plan, specifically login information. In addition to social media accounts, you should also include banking and financial information.…
  • Jan 8

    Big Changes to the Pennsylvania Power of Attorney Laws in 2015

    Big Changes to the Pennsylvania Power of Attorney Laws in 2015
    On January 1, 2015, significant revisions and amendments made to the laws surrounding Pennsylvania power of attorney laws became effective. House Bill 1429 revises and amends 20 Pa.C.S. 5601 et al. (the law which governs powers of attorney…
Rank this Week: 3495

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: 155

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/
  • Feb 23

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?

    Should Caregiver of Mr. Cub, Ernie Banks, Inherit His Fortune?
    Widely beloved throughout the world of baseball, especially in Chicago, Ernie Banks -- a/k/a Mr. Cub -- rose from humble beginnings. He began his career earning seven dollars a day in the Negro Leagues, before crossing the color barrier and…
  • Feb 19

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit

    Celebrity Legacies: Marlon Brando's Estate Marred by Dozens of Lawsuit
    Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control ... until it came to his estate that is. This is installment #12 of our Estate Planning Lessons From The…
  • Feb 16

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 509

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
  • Feb 22

    Facebook Changes Policy for Handling Account After Death

    Facebook Changes Policy for Handling Account After Death
    One thing that has become more complex in this changing world of technology is how to handle digital assets after you die.  As we continue forward in time, more and more individuals who die will have a substantial online…
  • Jan 25

    How Should you Respond to a Request to Waive Bond, Inventory and Accounting in a Tennessee Estate?

    How Should you Respond to a Request to Waive Bond, Inventory and Accounting in a Tennessee Estate?
    Sometimes when a Tennessee probate estate is opened up, the attorney handling the estate will provide a request to the beneficiaries to waive bond, inventory and accounting [“Bond” is basically an insurance bond to protect the…
  • Jan 1

    Tennessee and Federal Estate Tax Exemptions Raised Today for 2015.

    Tennessee and Federal Estate Tax Exemptions Raised Today for 2015.
    Today the Tennessee Inheritance Tax exemption (for 2015) is raised to $5,000,000.00.  Next year the Tennessee Inheritance Tax will be abolished.  Starting January 1, 2016 (for those who die on or after that date) there will no…
Rank this Week: 3248

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: 5053

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Feb 20

    Conservators Can Petition the Court to Stop the Abuse of Elder or Dependent Adult

    Conservators Can Petition the Court to Stop the Abuse of Elder or Dependent Adult
    Firm partners, Alexander R. Ginzburg and Yasha Bronshteyn, attended the Elder Abuse Restraining Orders: Nuts, Bolts and Other Miscellany program which was presented on February 19, 2014, by the Los Angeles Bar Association-Trust…
  • Feb 2

    New California Conservatorship Jurisdiction Act

    New California Conservatorship Jurisdiction Act
      On January 20, 2015, Ginzburg & Bronshteyn, LLP partner, Yasha Bronshteyn, attended the New California Conservatorship Jurisdiction Act: Protecting Conservatees from Multi-State Elder and Dependent Adult Abuse,  presented by…
  • Dec 27

    Update on Probate Courtrooms at Stanley Mosk / Los Angeles Superior Court

    Update on Probate Courtrooms at Stanley Mosk / Los Angeles Superior Court
    Fortunately we will see two more probate courtrooms at the Los Angeles Superior Court.  The additional two courts will give us a total of six at the Central Courthouse. The six courts will be allocated as follows: Dept. 5 (2nd floor):…
Rank this Week: 2724

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 19

    In re Lawrence: What the Court of Appeals Says About Gifts from Client to Lawyer

    In re Lawrence: What the Court of Appeals Says About Gifts from Client to Lawyer
    On October 28, 2014, the Court of Appeals rendered its long awaited decision in In re Lawrence, reversing the decision by the Appellate Division in which it was held that (1) a revised retainer agreement, under which the law firm received 40%…
  • Nov 25

    In Terrorem Provisions That Violate Public Policy

    In Terrorem Provisions That Violate Public Policy
    In terrorem clauses generally provide that, where a beneficiary under a testamentary instrument unsuccessfully challenges the instrument’s validity, the beneficiary will forfeit any interests obtained under the instrument. Testators…
  • Oct 3

    Appellate Division Upholds Equitable Extension of Slayer Rule

    Appellate Division Upholds Equitable Extension of Slayer Rule
    New York’s “slayer rule” essentially provides that if an individual kills another person, he has automatically forfeited any interest he may have had in his victim’s estate. The rationale is simple – no one…
Rank this Week: 1969

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 13

    Using Age Provisions in a Will or Trust

    Using Age Provisions in a Will or Trust
    Prince Harry, the younger son of Prince Charles, the Prince of Wales, and his former wife, the late Diana Spencer, turned 30 last year. This milestone means Prince Harry will receive more than $17 million from his late mother's estate,…
  • Jan 31

    How a Conservatorship Can Protect You (and Your Assets)

    How a Conservatorship Can Protect You (and Your Assets)
    During your lifetime, it may be necessary for a court to appoint a conservator to oversee your affairs when you are no longer able to do so. A conservatorship can apply to both a person—i.e., someone to make healthcare decisions for…
  • Jan 30

    California Appeals Court Expands Protections Against Elder Financial Abuse

    California Appeals Court Expands Protections Against Elder Financial Abuse
    On September 3, a California appeals court issued a landmark decision on the subject of financial abuse of the elderly. California maintains strict laws designed to protect persons aged 65 and above, who are more susceptible to fraud. In this…
Rank this Week: 4531

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 13

    Facebook & Estate Planning

    Facebook & Estate Planning
    Facebook recently announced a limited digital estate planning functionality, called Facebook Legacy Contacts, associated with Facebook accounts: Today we’re introducing a new feature that lets people choose a legacy contact—a…
  • Jan 5

    Selling a Business: Stock Sale v. Asset Sale

    Selling a Business: Stock Sale v. Asset Sale
    When a business is sold, the actual sale often occurs via one of two forms, either as a stock sale or as an asset sale. In general, sellers often prefer stock sales while buyers often prefer asset sales. Although the considerations associated…
  • Dec 17

    2014 Tax Extender Bill Passed By Congre

    2014 Tax Extender Bill Passed By Congre
    Kelly Phillips Erb, writing for Forbes: With just over two weeks left in the 2014 calendar year, the Senate finally made up its mind about the tax extenders bill. The bill, which extends the life of a number of tax breaks through 2014,…
Rank this Week: 4019

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/
Rank this Week: 1350

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 8

    Nursing Homes Abuse

    Nursing Homes Abuse
    The New York Times has reported that New York nursing homes are now bringing guardianship proceedings in order to collect on the bills owed to them. In order to protect yourself from such abuse, it is vital that you have a valid Power of…
  • Jan 19

    Don’t Have An Unsettled Legacy

    Don’t Have An Unsettled Legacy
    The children of Dr. Martin Luther King. Jr. are involved in litigation in Atlanta over control of his bible and his Nobel Prize medal. One group wants them to be sold. Another group wants them donated to Morehouse College. It is sad that this…
  • Oct 29

    Oops, They Did It Again! Make Sure That You Don’t Also

    Oops, They Did It Again! Make Sure That You Don’t Also
    Last week a client came in and asked me to review her “Estate Planning Portfolio” which had been drafted by another attorney a few years ago. The client was proud that she had a Revocable Living Trust in her portfolio because a…
Rank this Week: 3551

Estate Planning Attorney Blog

Estate Planning Attorney Blog

Covers probate, estate planning, business formation and business law. By Deemer & Associates, P.C.

http://www.estateplanningattorney-blog.com/
  • Feb 7

    Where should I incorporate? (Part 2)

    Where should I incorporate? (Part 2)
    In Part 1, we discussed the non-legal issues that can influence where to incorporate, such as financial, convenience of where they are doing business, and continuing operations.  Now we will discuss some of the legal considerations for…
  • Jan 28

    Where should I incorporate? (Part 1)

    Where should I incorporate? (Part 1)
    Where should I incorporate? This is a question that I am often asked, and although we can explore the legal issues as to where you should incorporate, there are non-legal issues to consider as well.  People often hear advertising…
  • Jan 22

    Do I need to update my estate plan if I am moving?

    Do I need to update my estate plan if I am moving?
    There are many things that can cause someone to move, and depending to the reasons, the method, or other decisions, it may be appropriate to update a trust or a will.  Some of the reasons for moving, may be a reason to review, for…
Rank this Week: 3131

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

Covers estate and trust conflicts, inheritance battles, and will contests.By Matt House.

http://arkansaswealthwars.com
  • Feb 7

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
  • Feb 5

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
  • Aug 9

    Brief Thoughts On Claims Of Incapacity

    Brief Thoughts On Claims Of Incapacity
                People often question whether a deceased person was mentally capable of executing or changing a will or trust.  Perhaps the person was suffering from dementia at the time.  The legal…
Rank this Week: 3765

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
  • Feb 6

    Proving Undue Influence

    Proving Undue Influence
    Proving that a will was procured by the undue influence of another can sometimes be difficult.  Often, this type of conduct occurs in secret, away from the watchful eyes of family and loved ones and involves the victimization of an
  • Feb 5

    Time Share Scam

    Time Share Scam
    It has come to our attention that an individual claiming to be Attorney Adrian Thomas is contacting people around the country about buying and selling time shares.  This is a SCAM.  Do not give this individual any information…
  • Dec 18

    Trust Modification under Florida’s Trust Code

    Trust Modification under Florida’s Trust Code
    Can a court consider extrinsic evidence when asked to modify a trust under the judicial modification statutes even if the trust instrument is unambiguous?  YES! Historically, common law rules of construction provided that the intent of a…
Rank this Week: 1497

Texas Probate Litigation

Texas Probate Litigation

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

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

    Does the holder of a POA owe a general fiduciary duty to the principal?

    Does the holder of a POA owe a general fiduciary duty to the principal?
    Under Texas law the holder of a power of attorney, as an agent, owes the principal a fiduciary duty. In situations involving a transaction between the agent and the principal, Texas law closely scrutinizes the transaction and places the…
  • Nov 14

    Estate of Hemsley

    Estate of Hemsley
    Sherman Hemsley was a popular actor, known for playing George Jefferson in "All in the Family" and the "The Jeffersons." He was never married and had no children. He died in El Paso in 2012 after a battle with lung...
  • Nov 6

    In re Estate of Fisher

    In re Estate of Fisher
    In Fisher, the Texarkana Court of Appeals upheld the Harrison County Court at Law's summary judgment dismissal of a will contest. The contestants, the surviving lineal descendants of the decedent, challenged a will made five months before…
Rank this Week: 3774

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

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

http://www.aminovlaw.com
  • Jan 27

    Spending Down Assets to Qualify for Medicaid Nursing Home Care

    Spending Down Assets to Qualify for Medicaid Nursing Home Care
    Medicaid nursing home care is a means-based program, which means that the government looks at your income and assets to determine eligibility. Since you can’t gift away your assets and qualify for nursing home care for up to 5 years,…
  • Dec 31

    Effects of a Divorce on Estate Planning

    Effects of a Divorce on Estate Planning
    In addition to the emotional and financial ramifications of a divorce, there are important estate planning implications for clients contemplating divorce or separation. Along with selling, dividing, and re-titling assets comes the necessity…
  • Nov 9

    Consenting to the Probate of a Will

    Consenting to the Probate of a Will
    Have you lost a family member and received a document called a “Waiver of Process; Consent to Probate”? If you are like most people, you may be confused about what this means, and more importantly, if you should sign it. This…
Rank this Week: 2993

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: 2474

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

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

http://blog.deplawfirm.com/
  • Jan 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…
  • Jan 6

    How Wealthy People Avoid Estate Taxe

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

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

    Your New Year’s Resolution Starts with a Phone Call (or email).
    The holiday season is a time of great religious and economic significance. And even in our busy lives, it is a time for reflection. For many of us, the fruits of our reflection are our annual resolutions: to become healthier, to spend more…
Rank this Week: 3871

Estate Planning & Probate 411

Estate Planning & Probate 411

Covers California probate, wills, trusts, powers of attorney, incapacity and related topics. By Helene P. Dreyer Koch.

http://indianwellsestateplanningattorney.com/
  • Jan 15

    Remember: Update Insurance Policies When You Put Property In Your Trust

    Remember: Update Insurance Policies When You Put Property In Your Trust
    Keep Your Real Estate Titled to Your Trust. Good planning includes having a Trust and keeping your major assets titled to yourselves as Trustees of the Trust.  (This does not apply to retirement account assets.)  Failing to maintain…
  • Apr 10

    Dangers of Do It Yourself Wills and Trust

    Dangers of Do It Yourself Wills and Trust
    In a previous post, I discussed An Example of What Can Go Wrong When You Make Your Own Will, as well as an article, Consumer Reports: Write Your Own Will? We tested 3 software products that claim to help you … Continue reading →
  • Jan 20

    An Example of What Can Go Wrong When You Make Your Own Will.

    An Example of What Can Go Wrong When You Make Your Own Will.
    Do-it-yourself Wills: a sad story of planning gone wrong.  Here is a case study by Janet L. Brewer, detailing some of the bad things that can happen when you make your own Will. Read about John, widow and father, faced … Continue…
Rank this Week: 3644