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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 27

    eLearning Program on Pre-Mortem Planning

    eLearning Program on Pre-Mortem Planning
    The American Bar Association is holding a Paralegal eLearning Program entitled, Immediate Pre-Mortem Planning, on August 14, 2014 from 12:30 – 1:30 PM CT via webinar. Here is why you should attend: The ABA Section of Real Property, Trust…
  • Jul 27

    Article on Physician Aid in Dying

    Article on Physician Aid in Dying
    David Orentlicher (Indiana University, Robert H. McKinney School of Law), Thaddeus Mason Pope (Hamline University School of Law) and Ben A. Rich (University of California, Davis) recently published an article entitled, The Changing Legal…
  • Jul 27

    Financial Elder Abuse Often Difficult to Catch

    Financial Elder Abuse Often Difficult to Catch
    Elder abuse is a problem that has many legal and financial professionals concerned. When the abuse is in the form of physical abuse or neglect, then Adult Protective Services may step in. Unfortunately, when financial abuse is occurring it…
Rank this Week: 52

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Jul 27

    Don’t Count on Medi-Cal For Long-Term Care

    Don’t Count on Medi-Cal For Long-Term Care
    The growing number of baby boomers reaching retirement age has caused many people to re-examine their retirement plans in light of long-term care costs. As people age and their needs change, many of them have to go into a nursing home or…
  • Jul 26

    Multiple, Alternate, and Co-Agents in Powers of Attorney

    Multiple, Alternate, and Co-Agents in Powers of Attorney
    A lot of estate plans include different types of powers of attorney. While these documents are very useful, there are some practical limitations you should know about before you make a decision about the agent you choose through your power of…
  • Jul 25

    Practical Steps to Take When Dealing With Tangible Personal Property in an Estate

    Practical Steps to Take When Dealing With Tangible Personal Property in an Estate
    Part of an executor’s job is to account for everything the decedent leaves behind. Many of the items you have to account for, such as investment accounts, real estate, and bank accounts, are very easy to identify and value. One of the…
Rank this Week: 3798

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jul 25

    Giving Art

    Giving Art
    Hippocrates wrote, “vita brevis, ars longa.” Translated, this means “life is short, art is long.” It is a common reference to how time limits life and how art may prolong those limits. In an article that explores…
  • Jul 7

    CONTESTING A WILL

    CONTESTING A WILL
    Often times, people are displeased by the terms of a family member’s will and would like to have a court set aside the will. This frequently occurs when relatives are left out of a will, and there is concern that the will does not…
  • Jun 29

    Insuring Your Final Wishes Through Proper Estate Planning

    Insuring Your Final Wishes Through Proper Estate Planning
    The consequences of will disputes range from the goals of the individual who created the will being greatly frustrated to failing completely, which is a shame because a will represents a person taking the time and energy to memorialize his or…
Rank this Week: 680

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jul 25

    What’s the Difference Between a Guardianship and a Power of Attorney?

    What’s the Difference Between a Guardianship and a Power of Attorney?
    Incapacity is quite common among elder Americans. This may not be the most pleasant thing to contemplate, but it is a fact of life nonetheless. Who would act on your behalf in the event of your incapacitation? You can actually answer this…
  • Jul 23

    What Questions Should I Ask an Elder Law Attorney in Hartford CT?

    What Questions Should I Ask an Elder Law Attorney in Hartford CT?
    You should certainly make preparations for the latter stages of your life. There are various contingencies that you may face, and you want to be in a position to address them. To gain an understanding of exactly how to proceed, you would do…
  • Jul 21

    Durable Financial Power of Attorney in Hartford CT: What Are Its Advantages?

    Durable Financial Power of Attorney in Hartford CT: What Are Its Advantages?
    Estate planning is not exclusively confined to monetary matters. When you talk to an estate planning attorney about the realities that we all face, you will be reminded about the period of time that may precede your passing. Think about it…
Rank this Week: 4161

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Jul 25

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    John F. Kennedy, Jr. (1960-1999) – Lawyer & Magazine Publisher John F. Kennedy, Jr. was an American socialite, magazine publisher, and lawyer. He was the only surviving son of U.S. President John F. Kennedy and First Lady Jacqueline…
  • Jul 24

    Thought for the Day:

    Thought for the Day:
    Either you run the day, or the day runs you. Jim Rohn
  • Jul 23

    Hitting a Fastball

    Hitting a Fastball
    Many things in life seem like they are easy to do until you actually try to do them. This is one of the reasons that people enjoy watching sports so much. They seem so easy, but anyone who has ever tried to play a sport knows that it is…
Rank this Week: 3796

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/
  • Jul 25

    Recognition Without Consent

    Recognition Without Consent
    Erez Aloni, Deprivative Recognition, 61 UCLA L. Rev. 1276 (2014).Carlos BallRelationship recognition has been at the center of reform efforts in family law for the last two decades. Scholars and advocates alike have focused intently on…
  • Jul 23

    Getting Specific About the Financial Security Aspects of Health Insurance

    Getting Specific About the Financial Security Aspects of Health Insurance
    Allison K. Hoffman, Health Care Spending and Financial Security After the Affordable Care Act, N.C.L. Rev. (forthcoming), available at SSRN.Amy MonahanToo often, discussions about health insurance coverage are one-dimensional, and focus…
  • Jul 22

    Empiricism and Equality: Studying Fathers’ Right

    Empiricism and Equality: Studying Fathers’ Right
    Kelly A. Behre, Digging Beneath the Equality Language: The Influence of the Fathers’ Rights Movement on Intimate Partner Violence Public Policy Debates and Family Law Reform, 21 Wm. & Mary J.  Women &…
Rank this Week: 300

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jul 24

    New York Will Contests Have Specific Rules and Procedure

    New York Will Contests Have Specific Rules and Procedure
    The New York Probate process has been the subject of numerous posts in this blog.   A Last Will that is prepared by a person must be admitted to probate or validated by the Surrogate’s Court so that the provisions of the Will…
  • Jul 16

    Estate Asset Rights Need to be Protected

    Estate Asset Rights Need to be Protected
    The New York Probate Lawyer Blog has provided numerous posts discussing the need to identify, protect and collect estate assets.  One of the fundamental obligations of an estate fiduciary such as an Executor or Administrator is to make…
  • Jul 9

    New York Guardianships Can Involve Other State Proceeding

    New York Guardianships Can Involve Other State Proceeding
    New York Guardianship cases, like those in other states, control issues regarding persons who are incapacitated within the jurisdiction of the local State Court. Mental Hygiene Law (“MHL”) 81.05 provides that a Guardianship…
Rank this Week: 1152

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
  • Jul 24

    Difference Between Living Trust and Durable Power of Attorney

    Difference Between Living Trust and Durable Power of Attorney
    The purpose of this article is to explain the difference between a revocable living trust and durable power of attorney. There’s going to be three main things I’m going to address. Definition of Both a Revocable Living Trust and a…
  • Jul 23

    3 Critical Components of an Estate Planning Checklist

    3 Critical Components of an Estate Planning Checklist
    Your Primary Estate Planning Checklist Components The purpose of this article is to explain what kind of estate planning checklist you need to have before you meet with me or another estate planning attorney. Three important three keys you…
  • Jul 3

    How to Start Estate Planning Conversations with Your Aging Parent

    How to Start Estate Planning Conversations with Your Aging Parent
    There are several aspects of estate planning in Florida that are less than fun, and that means that a lot of people choose to put the process off indefinitely.  There’s the need to gather a lot of documentation together, pay for an estate…
Rank this Week: 2652

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/
  • Jul 24

    What Is Estate Tax Exclusion Portability?

    What Is Estate Tax Exclusion Portability?
    High net worth individuals must be very aware of the potential impact of the federal estate tax. This tax carries a maximum rate of 40 percent, so it can take a heavy toll on the financial legacy that you are leaving behind to your loved…
  • Jul 22

    When Is a Federal Estate Tax Return Due?

    When Is a Federal Estate Tax Return Due?
    The estate tax is a factor if the value of your estate exceeds the amount of the federal estate tax credit or exclusion. For the rest of 2014, the federal estate tax exclusion is $5.34 million. If your assets do not exceed this amount, you…
  • Jul 17

    Who Can Act as an Agent Under a Power of Attorney?

    Who Can Act as an Agent Under a Power of Attorney?
    Your estate plan should ideally be looked upon as the culmination of a long-term financial plan. It is important to prepare for your active retirement years so that you can enjoy that stage of life, and there are also the twilight years that…
Rank this Week: 3783

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jul 23

    The Issue in this Case is Whether Attorneys Fees Should be Granted

    The Issue in this Case is Whether Attorneys Fees Should be Granted
    A New York Probate Lawyer said that, before the court is the first and final account of the Public Administrator for the estate of the decedent, who died intestate, a resident of Hempstead, on June 21, 1993, leaving one daughter, surviving.…
  • Jul 10

    Court Decides a Case Regarding Kinship Issue

    Court Decides a Case Regarding Kinship Issue
    A New York Probate Lawyer said this is a case of accounting of the Public Administrator, where the issue of kinship was referred to a court attorney/referee pursuant to SCPA 506. All parties stipulated to waive the report of the referee and…
  • Jul 9

    Court Determines Legal Fees in Probate Case

    Court Determines Legal Fees in Probate Case
    A New York Probate Lawyer said that, before the court is the first and final account of the Public Administrator for the estate of the decedent, who died intestate, a resident of Hempstead, on June 21, 1993, leaving one daughter, surviving.…
Rank this Week: 584

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/
  • Jul 23

    Is Real Estate Included When Calculating Executor Commissions on Long Island?

    Is Real Estate Included When Calculating Executor Commissions on Long Island?
    Serving as executor is a huge responsibility. It is for that reason that it is written into the law in New York that when a person serves as executor, they are entitled to a commission that equals a percentage of the estate based on the total…
  • Jul 23

    Totten Trusts on Long Island

    Totten Trusts on Long Island
    Totten trusts stem from a 1904 New York case where the Court of Appeals held that someone could open up a financial account, such as a bank account or securities account, and make someone the beneficiary of that account, giving the…
  • Jun 10

    How Do I Find Assets That are Hidden From an Estate?

    How Do I Find Assets That are Hidden From an Estate?
    When a Long Island decedent passes away, the executor or personal representative of the estate must located all of the decedent’s assets. This may entail finding hidden assets that the family may not have been aware of which the…
Rank this Week: 4759

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/
  • Jul 23

    Long term Care of Elderly and the Role of Informal Caregiver

    Long term Care of Elderly and the Role of Informal Caregiver
    Every family differs in its approach to caring for aging relatives. Many families look to themselves to provide long term care as their parents, grandparents, aunts and uncles (etc.) age.  Indeed, according to statistics from the U.S.…
  • Jul 15

    A Not-So-Happy Place on Earth: Walt Disney Family Trust Dispute

    A Not-So-Happy Place on Earth: Walt Disney Family Trust Dispute
    No one wishes for the kinds of trust dispute and family trouble that one group of siblings from the Disney clan has experienced in recent years. The trust beneficiaries of one of Walt Disney’s daughters have become embroiled in a trust…
  • Jul 10

    Anti-Deficiency Statute Changes Speculative Homebuilder Shield

    Anti-Deficiency Statute Changes Speculative Homebuilder Shield
    The Southwest real estate and home construction industries continue to undergo fundamental changes. Some observers of the past year may perceive the altered landscape (no pun intended) as being more reactionary and overly cautious than…
Rank this Week: 3390

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
Rank this Week: 1486

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jul 23

    Resigning as Trustee

    Resigning as Trustee
    Many people seem to think of being a trustee as being like having a job. But, in many ways, being a trustee is nothing like a job. The difference is particularly important when it comes to resigning. Quitting a job is often a matter of…
  • Jun 27

    About Alvi Aggarwal

    About Alvi Aggarwal
    Specific Things I Do Create wills, trusts (all kinds), powers of attorney, and medical directives Assist with probate of wills and the carring out the instructions in wills Help trustees administer trusts properly Advise beneficiaries about…
  • Jun 27

    What's an Independent Trustee?

    What's an Independent Trustee?
    Depending of the terms you've selected for your trust, your attorney might tell you that you need to choose an "independent trustee." Who can you choose? It depends on the provisions of your trust. You should check with your lawyer before…
Rank this Week: 3359

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/
  • Jul 23

    When Beneficiary Designations are Void

    When Beneficiary Designations are Void
    As a general rule, beneficiary designations supersede instructions for transferring assets that may appear in a Will. This is one of the reasons why regular reviews of one’s estate plan are critical. A Last Will and Testament may be…
  • Jul 22

    Consequences of No Digital Asset Protection

    Consequences of No Digital Asset Protection
      Digital asset protection is more than leaving behind one’s passwords. In an increasingly paperless world, failing to create instructions for accessing digital accounts could create problems for surviving family members. Email and…
  • Jul 15

    Chatham County, NC Estate Administration Change

    Chatham County, NC Estate Administration Change
    The Chatham County Clerk of Superior Court recently released updates to estate administration rules. We provide a link to the official changes to Estate Administration – General Rules Practices 2014. One example of the revised…
Rank this Week: 632

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
  • Jul 23

    The New ‘Uniform Fiduciary Access to Digital Assets’ (UFADA) Act

    The New ‘Uniform Fiduciary Access to Digital Assets’ (UFADA) Act
    Last year I wrote an Introduction to Estate Planning for Digital Assets. One of the issues I highlighted is the lack of legal guidance addressing a fiduciary’s ability to access to digital assets. I noted that the Uniform Law Commission…
  • Jul 14

    How to Prepare for Meeting with an Estate Planning Attorney

    How to Prepare for Meeting with an Estate Planning Attorney
    You’ve decided that you want to create your estate plan. It’s a wise choice, and committing to the process is the first step. You want an effective and comprehensive estate plan that accomplishes your goals, but you’re busy…
  • Jul 1

    Illinois Emergency Contact Database

    Illinois Emergency Contact Database
    In July 2009, the Illinois Secretary of State’s Office created an Emergency Contact Database. The program is free and voluntary and allows any Illinois ID cardholder (e.g. driver’s license, instruction permit or ID card) to…
Rank this Week: 4064

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/
  • Jul 22

    Who Owns Your Blog Posts After You Die?

    Who Owns Your Blog Posts After You Die?
    Copyrights are a unique form of intellectual property recognized by the federal government. A copyright exists in an “original work of authorship” fixed in any form. Copyright is not the same thing as ownership of a material…
  • Jul 22

    Using a Trust to Control Your Assets After Your Death

    Using a Trust to Control Your Assets After Your Death
    One benefit to using a trust as part of your estate plan is that it allows you to exercise greater control over the distribution of your assets even after you're gone. As the name implies, a trust exists when you transfer assets to the…
  • Jul 20

    Can a Tenant Object to the Probate of a Landlord's Estate?

    Can a Tenant Object to the Probate of a Landlord's Estate?
    In preparing a last will and testament, you need to be conscious of the location of any property you own. In the United States, wills and estates are handled on a state-by-state basis. If, for instance, you live in California but own a second…
Rank this Week: 1126

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Jul 22

    Court imposes constructive trust for mother's benefit

    Court imposes constructive trust for mother's benefit
    A heartbreaking part of my practice is seeing a child take advantage of an elderly parent. A common scenario is the adult child whose "job" becomes taking care of a parent. The arrangement can benefit both, as the parent receives...
  • May 26

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"

    A claim for tortious interference with inheritance is not necessarily a "probate proceeding"
    In In re Hannah, the Houston Forteenth Court of Appeals considered the Texas Estates Code definitions of a "probate proceeding" and a "matter related to a probate proceeding." The case involved a claim by the beneficiary of prior wills…
  • Feb 7

    It is difficult to obtain summary judgment dismissal of a will contest

    It is difficult to obtain summary judgment dismissal of a will contest
    A standard tactic in defending a will contest is for the proponent of the will to seek dismissal by a summary judgment motion. Under Texas law, a summary judgment dismisses a case before trial. It is designed to dispose of...
Rank this Week: 1112

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jul 21

    Philip Seymour Hoffman Did Not Leave His Estate To His Childrfen

    Philip Seymour Hoffman Did Not Leave His Estate To His Childrfen
    Your lawblogger truly believes that  Philip Seymour Hoffman was the best actor of his time. Too bad this does not extend to his ability at estate planning. As reported by the New York Post and by extra tv.com here , Hoffman did not want…
  • Jul 20

    Appellate Division Rules On Application To Revoke Letters Testamentary

    Appellate Division Rules On Application To Revoke Letters Testamentary
    The Appellate Division of the Second Department has recently denied a motion to immediately suspend Letters Testamentary in the Matter of Mercer (2014 NY Slip Op 05186). SCPA 711 and 719 provide that the Surrogate may suspend or revoke…
  • Jul 17

    Be Careful With Mom's Power Of Attorney

    Be Careful With Mom's Power Of Attorney
    A power of attorney is a powerful document posing some danger to the holder. It is common to receive a power of attorney from an aging parent or relative in order to help them handle their personal affairs. In effect, it allows the holder to…
Rank this Week: 409

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
  • Jul 21

    How Can I Protect an Inherited IRA from Creditors?

    How Can I Protect an Inherited IRA from Creditors?
    If you’re like most Americans, one of your largest assets is your Individual Retirement Account (“IRA”). Your IRA is considered a “retirement fund” and the money it contains is  protected from creditors…
  • Jul 11

    Living Trust Scam

    Living Trust Scam
    Many of us have seen advertisements touting the benefits of a living trust. Salespersons who promote living trusts claim they can reduce taxes, protect assets from creditors, and reduce the time and expense of probate, seemingly…
  • Jul 4

    Going Out With A Bang

    Going Out With A Bang
    Cremation is increasing in popularity. Currently more than 40 percent of people who die choose cremation, and the numbers are rising. According to recent reports more than 50 percent of Americans will chose cremation by the end of this…
Rank this Week: 1709

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jul 21

    Healthcare Inconsistencies Among State

    Healthcare Inconsistencies Among State
    Every citizen deserves access to high-quality healthcare, but unfortunately the quality of long-term healthcare and healthcare services varies greatly from state to state. A recent study published by the AARP, The Commonwealth Fund, and the…
  • Jul 17

    The Right Way to Leave an Inheritance

    The Right Way to Leave an Inheritance
    Most people want to leave a legacy for their children. While an inheritance is never meant to cause conflict, sometimes personal or financial issues can cause tension and complicate the process. By leaving an inheritance the right way, you…
  • Jul 10

    What to do When You Inherit Your Parent’s Debt

    What to do When You Inherit Your Parent’s Debt
    Losing a parent is always a stressful experience. The loss of someone you love is devastating and emotions run high. That is why inheriting a parent’s debt can be even more stressful. Most people do not know what laws apply to the…
Rank this Week: 4178

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jul 20

    Your Digital Assets – Are You Covered?

    Your Digital Assets – Are You Covered?
                    Technology has allowed us as a society to go places and do things never before imagined.  But, it has created issues and problems that, likewise,…
  • Jul 13

    Turning Life Insurance into Long Term Care Insurance (Part 2)

    Turning Life Insurance into Long Term Care Insurance (Part 2)
                    So your parent has an insurance policy that they can no longer afford and they are in spend down mode to qualify for Medicaid.  Cashing in the…
  • Jul 6

    Turning Life Insurance into Long Term Care Insurance (Part 1)

    Turning Life Insurance into Long Term Care Insurance (Part 1)
    For 20 years now, I’ve been guiding clients and their families on the spend down of assets before applying for Medicaid.  Successful applicants must spend down just about everything before getting Medicaid approval, including any…
Rank this Week: 4245

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/
  • Jul 18

    Probate: Is it a good idea to give your heirs their inheritance while you are still alive?

    Probate: Is it a good idea to give your heirs their inheritance while you are still alive?
    Planning an estate can be a difficult process, but also a rewarding one because it helps to ensure that a person's heirs will be provided for after he or she dies. Many assume they should wait until after death to convey assets to their…
  • Jul 17

    Can a surviving spouse claim loss of consortium after the other spouse dies?

    Can a surviving spouse claim loss of consortium after the other spouse dies?
    A recent ruling by the Fifth Florida Appellate Court on Friday allows surviving spouses to claim loss of consortium separately from others claims after the spouse dies. The surviving spouse Margaret Randall filed the case, Randall v. Walt…
  • Jul 16

    The Benefits of Creating a TAP Trust for Protecting Retirement Asset

    The Benefits of Creating a TAP Trust for Protecting Retirement Asset
    A TAP trust is an extremely versatile trust designed to hold a variety of assets. This type of trust helps the grantor avoid needless estate taxes without the restrictions of other trusts. The TAP trust can hold a variety of assets that…
Rank this Week: 912

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Jul 17

    Small Estate Affidavits: Where to find them?

    Small Estate Affidavits: Where to find them?
    The short answer is that you can’t.  They don’t really exist. You may have heard a bank or some other financial institution ask you for a small estate affidavit if you don’t want to go through probate. Unfortunately,…
  • Nov 5

    Letters of Administration – Do you really need them?!

    Letters of Administration – Do you really need them?!
    I can’t say this enough: There are many situations where you do not need letters of administration. Many. Yes, the bank or customer service agent you are talking to says you do…but they are just reading from a policy manual or a…
  • Sep 6

    How long does probate take in Florida?

    How long does probate take in Florida?
    One of the last few questions I always address at the end of a probate consultation is: “How long does probate take?” Generally: Summary administration typically takes a few weeks from the date of filing to get orders distributing…
Rank this Week: 3604

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/
  • Jul 17

    Lou Reed's Estate Teaches A Lesson In Trust Planning

    Lou Reed's Estate Teaches A Lesson In Trust Planning
    I guess we shouldn't be surprised. After all, Lou Reed was the man who famously crooned, “Hey babe, take a walk on the wild side.” The late lead singer and guitarist of The Velvet Underground -- and of course, a musician and…
  • Jun 15

    Casey Kasem Teaches Lessons In End of Life Planning and Elder Abuse

    Casey Kasem Teaches Lessons In End of Life Planning and Elder Abuse
    It appears that the life of famed Top 40 Countdown host Casey Kasem is nearly at an end. Last Wednesday, a Los Angeles Judge ruled that Casey Kasem’s daughter, Kerri Kasem, could suspend the artificial delivery of food and water to…
  • Jun 3

    Wife of Donald Sterling Used Family Trust To Cut Him Out

    Wife of Donald Sterling Used Family Trust To Cut Him Out
    It seems that everyone wanted Los Angeles Clippers owner Donald Sterling to sell the team, after his racist remarks about Magic Johnson and African Americans became public knowledge. The NBA Commissioner, owners, players, Clipper fans, and…
Rank this Week: 930

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/
  • Jul 17

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
    I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law…
  • Jul 10

    Finding Your Digital Assets After Death

    Finding Your Digital Assets After Death
    I’ve written before about estate planning for your digital assets and online accounts. Well this article isn’t necessarily about planning, but what happens after you die – especially if you don’t plan (or even if…
  • Jan 9

    Who gets paid if an Alleged Incapacitated Person dies before the hearing? Nobody?

    Who gets paid if an Alleged Incapacitated Person dies before the hearing? Nobody?
    The Guardianship of Mary Klatthaar I’m sure there are some independently wealthy attorneys out there who take all of their cases pro bono. Most of us though are hard-working schlubs like everyone else who while we love what we do,…
Rank this Week: 2948

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Jul 17

    Probate court deadlines - In re Estate of Loyd

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

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

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

    Opelika, Alabama "Wills for Heroes" Event

    Opelika, Alabama "Wills for Heroes" Event
    [...]
Rank this Week: 2777

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Jul 17

    What Is Joint Tenancy With Right of Survivorship?

    What Is Joint Tenancy With Right of Survivorship?
    There are some complicated ways of explaining relatively simple processes. This comes into play when you look at joint tenancy with right of survivorship. Joint tenancy is one way to add a co-owner to property that you own, and the person…
  • Jul 15

    What Is a Living Will?

    What Is a Living Will?
    There are a few different types of wills that are used in the field of estate planning. Everyone is aware of the existence of the last will or last will and testament. This is a document that can be used to facilitate the future transfer of…
  • Jul 10

    Should I Use My Gift and Estate Tax Exclusion While I’m Living?

    Should I Use My Gift and Estate Tax Exclusion While I’m Living?
    You must be aware of the potential for taxation when you are planning your estate. There is a federal estate tax in place, and it can significantly erode the financial legacy that you are leaving behind. At the present time, the maximum rate…
Rank this Week: 3986

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jul 16

    Boomers Should Be Saving

    Boomers Should Be Saving
    I recently came across an article on AARP.com that I thought would be important for baby boomers to read. The message: keep saving for retirement. The article noted that many people who could be saving are not doing so. One … Continue…
  • Jul 9

    Tips On Getting A Good Night’s Sleep

    Tips On Getting A Good Night’s Sleep
    If you have trouble sleeping, you might want to think about what—and when—you eat. One rule of thumb is to avoid eating anything 30 minutes before bedtime. Another is to make sure your after-dinner snacks are on the lighter side.…
  • Jul 2

    Some Thoughts About The Purchase Of Long-Term Care Insurance

    Some Thoughts About The Purchase Of Long-Term Care Insurance
    The United States Department of Health and Human Services estimates that approximately 70 percent of Americans over the age of 65 will need some type of long-term care. Contrary to what many people believe, Medicare does not cover long-term…
Rank this Week: 2788

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: 4756

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: 2956

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
  • Jul 12

    Demographic Trends Suggest More Estate, Trust And Probate Litigation In The Decades To Come

    Demographic Trends Suggest More Estate, Trust And Probate Litigation In The Decades To Come
                   I have long been interested in demographic trends, emerging technologies, cultural changes, and shifting societal patterns.  For example, about 20 years ago when I was in college I…
  • Mar 4

    Amendments To Wills And Trusts Can Result In As Many Or More Disputes As The Original Documents Themselve

    Amendments To Wills And Trusts Can Result In As Many Or More Disputes As The Original Documents Themselve
    Often estate and trust litigation revolves not around the will or trust itself, but rather changes to those instruments (a codicil to the will, an amendment to the trust, etc.).  That was the case in the recent appeal of Harbur v.…
  • Nov 5

    Managing Someone Else’s Money

    Managing Someone Else’s Money
              Estate, trust, power of attorney and probate disputes often develop due to disagreements over the manner in which someone managed another person’s money. For example, the beneficiaries of a will might…
Rank this Week: 2659

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: 2685

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/
  • Jul 11

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

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

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

    To be Family or Not to be Family? That is the Question
    Two recent decisions from the New York County Surrogate’s Court attempt to answer this question. In Estate of Weisberg, decided on April 8, 2014, the court addressed the issue of marriage. Faced with competing petitions for letters of…
  • Apr 30

    Charitable Pledges: Not Found Money, You Have to Earn Them

    Charitable Pledges: Not Found Money, You Have to Earn Them
    A donor writes in a pledge amount, signs the pledge card, hands it over to the charity, and is absolutely committed to that amount; end of story, right? Not necessarily. A recent case emanating from Kings County Surrogate’s Court,…
Rank this Week: 1808

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: 330

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
  • Jul 8

    What’s So Bad About Writing Your Own Will?

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

    New York Small Estates and Voluntary Administration

    New York Small Estates and Voluntary Administration
    When a person passes away leaving assets in their own name, their heirs generally have to go through probate or an administration proceeding to transfer those assets. Sometimes, however, the value of the assets is so small that it is not cost…
  • Apr 10

    Intestacy Laws: Dying Without a Will in NY

    Intestacy Laws: Dying Without a Will in NY
    A person who dies without a will in New York is said to have died intestate. If a person owned assets, they either pass automatically, such a joint accounts and accounts with beneficiary designations, or through a court process known as…
Rank this Week: 3665

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
  • Jul 2

    Spousal Inheritance after Divorce

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

    Elective Share for the Surviving Spouse

    Elective Share for the Surviving Spouse
    Can we agree to something else? The law in Florida is clear in its intentions to protect a surviving spouse from being disinherited.  Fla. Stat. 732.201-732.2155 specifies the applicable rules for a surviving spouse to claim the elective…
  • Jul 1

    Qualified Renunciation

    Qualified Renunciation
    In Florida, one of the pleading requirements for a Will Contest or Trust Contest is a general allegation in the complaint that the contestant renounces any benefit he or she receives under the challenged document. The “renunciation…
Rank this Week: 915

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
  • Jun 27

    The Aereo Decision & Cloud Computing

    The Aereo Decision & Cloud Computing
    In American Broadcasting Companies, Inc. v. Aereo, Inc. the U.S. Supreme Court recently held that Aereo's service, which converts and subsequently (re)transmits over-the-air television broadcasts in near real time to Aereo's customers via the…
  • May 30

    Congressional Committee Approves Permanent Bonus Depreciation & Charity Bill

    Congressional Committee Approves Permanent Bonus Depreciation & Charity Bill
    Bloomberg BNA on proposed permanent extension of bonus depreciation: The House Ways and Means Committee approved legislation to make bonus depreciation permanent, as well as a number of tax measures related to charitable giving. The…
  • Apr 28

    Substantial Presence Test & Closer Connection Exception

    Substantial Presence Test & Closer Connection Exception
    Many inhabitants of the northern United States or Canada seek respite from colder climates by living part of the year in warmer climates of states in the southern United States, particularly Florida and Arizona. While these people are…
Rank this Week: 1095

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
  • Jun 20

    Notifying the California Department of Health Services of a death

    Notifying the California Department of Health Services of a death
    How does one go about notifying the California Department of Health Care Services (aka: “Medi-Cal”) of the death of a friend or loved one? You can have an attorney help you or just go to this handy link on their … Continue…
  • Jun 4

    Special Letters of Administration and Mortgage Companie

    Special Letters of Administration and Mortgage Companie
    “My husband died and the mortgage company won’t talk to me.” This is becoming a common statement that I hear. Mortgages and the actual deed to real estate are NOT connected. They are separate.  So, for example, if a…
  • May 29

    Could Donald Sterling use a blind trust?

    Could Donald Sterling use a blind trust?
    Donald Sterling has a pretty large net worth.  I don’t know if it’s $2 billion or $3 billion or what exactly it is.  I think most of us estate planning attorneys would call him “high net worth.”  I…
Rank this Week: 1086

Los Angeles Probate Litigation…

Los Angeles Probate Litigation Attorney Blog

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

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

    2014 Probate Court Reception

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

    Update-Casey Kasem Children Settle Conservatorship Matter

    Update-Casey Kasem Children Settle Conservatorship Matter
    Los Angeles Superior Court Case Number BP 145805 concerning the Appointment of the Conservatorship over the Person and Temporary Appointment of the Conservatorship over the Person of Casey Kasem had been filed on October 7, 2013. Casey Kasem…
  • Mar 19

    Trust and Estates Section: Lunch with The Probate Judge

    Trust and Estates Section: Lunch with The Probate Judge
    On March 18, 2014, the panel of Probate Judges discussed the current state of Probate Court in Los Angeles County and addressed questions and concerns submitted by members of the Beverly Hills Bar Association. Fortunately seven of the nine…
Rank this Week: 4696

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 11

    A medical perspective on Estate matters – a chastened viewpoint

    A medical perspective on Estate matters – a chastened viewpoint
    I am very pleased to join the Allaboutestates blog to add a perspective on the role of the physician in estate matters. I recall vividly the first time I was asked in court: “Dr. Shulman, in your opinion did Mr. X have testamentary…
  • Jun 10

    Who is Your Daddy?

    Who is Your Daddy?
    I think it is safe to say that the concept of “family” is a foundational principle in estate planning. I think it is also safe to say that, when asked, all of us would have a very clear understanding of what is meant by the term…
  • Jun 9

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 532

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

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

    Estate Planning and Portability

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

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

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

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

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
Rank this Week: 1906

Los Angeles Probate and Trust…

Los Angeles Probate and Trust Lawyer Blog

Covers estates, probate and trust administration in California. By Jan Morrison.

http://www.losangelesprobateandtrustlawyer.com/
  • May 10

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2
    Although, joint tenancy will avoid probate, holding property as joint tenants may also have adverse and unexpected consequences. First, a little primer on basis to understand what is meant when we speak about your basis in property.…
  • Apr 19

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1
    Many couples in California, married or not, hold title of their real property as joint tenants. I find this is mainly the result of not consulting a legal professional when purchasing the property. The property sales paperwork they receive…
  • Apr 7

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?
    I was out to dinner the other night and overheard a brother and sister discussing their father and his new young bride and her pregnancy. The conversation started in muted whispers however, it didn't take long until their voices got...
Rank this Week: 2177

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: 1812

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/
  • 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…
  • Nov 24

    What to Do with Your Business When You Die or Retire

    What to Do with Your Business When You Die or Retire
    Business Succession Planning Business succession planning is the process of providing for the passage of ownership and control of your business to others when you decide to retire, or if you should die or become incapacitated. Planning for…
Rank this Week: 4070