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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Apr 23

    Article on Fiduciary Duties in Social Enterprise

    Article on Fiduciary Duties in Social Enterprise
    Andrew S. Gold & Paul B. Miller recently published an Article entitled, Fiduciary Duties in Social Enterprise, Cambridge Handbook of Social Enterprise Law (Forthcoming 2017). Provided below is an abstract of the Article: This chapter…
  • Apr 23

    Aaron Hernandez's Victims' Families Go to War over His Estate

    Aaron Hernandez's Victims' Families Go to War over His Estate
    The three families of Aaron Hernandez’s victims have pledged not to stop fighting for their share of his millions after the former NFL player committed suicide. Now, questions remain about how much of his money is left and how is...
  • Apr 22

    Why You Should Be Careful Where You Die

    Why You Should Be Careful Where You Die
    Although the future of the federal estate tax is looking grim, some twenty states still impose their own estate or inheritance tax and some of their exemption rates are well below the current federal rate. More specifically, fourteen states…
Rank this Week: 49

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

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

http://jotwell.com/
  • Apr 21

    Make America Troll Again

    Make America Troll Again
    Whitney Phillips, This Is Why We Can't Have Nice Things: Mapping the Relationship between Online Trolling and Mainstream Culture (2016).James GrimmelmannThere is a theory that Donald Trump does not exist, and that the fictional character of…
  • Apr 20

    “If you count it, it will count:” From Directives to Reports Refined

    “If you count it, it will count:” From Directives to Reports Refined
    Oren Perez, The Green Economy Paradox: A Critical Inquiry into Sustainability Indexes, 17 Minn. J. L. Sci. & Tech 153 (2016).Robert RosenStudents of organizations know that numbers can drive action and uncounted outcomes can get lost…
  • Apr 19

    Choosing How We Make Choice

    Choosing How We Make Choice
    Cass R. Sustein, The Ethics of Influence: Government in the Age of Behavioral Science (Cambridge Univ. Press, 2016).Aditi BagchiCass Sunstein’s thoughts about the ethics of regulation are of more than theoretical interest. He…
Rank this Week: 175

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: 195

The Law Office of Raymond A.…

The Law Office of Raymond A. Harris PLLC Blog

Covers estate planning, medicaid and medicare.

http://www.raymondaharris.com/blog/
Rank this Week: 293

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

http://texaslawyer.blogspot.com/
  • Nov 21

    The End of the Blog

    The End of the Blog
    This is the last post for the Texas Estate Planning and Probate Law blog. I did my best to try and keep it up, but just found it too difficult to update on a regular basis. In addition, I am leaving the practice of law as of the end of…
  • Nov 1

    Unlimited Charitable Gifts Through the End of 2005

    Unlimited Charitable Gifts Through the End of 2005
    The Hurricane Katrina Emergency Tax Relief Act (KETRA) allows unlimited gifts to charity up to a donor's total income until the end of 2005. This provision also permits unlimited IRA withdrawals and gifts to charity. Under Sec. 301(b)(1)(A),…
  • Oct 2

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 279

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
  • Apr 21

    Will Signed Before Marriage Doesn’t Make Provision for Spouse

    Will Signed Before Marriage Doesn’t Make Provision for Spouse
    A widow contacted me this week. Her husband of 19 years had recently passed away. She found a Will he had signed before they met leaving everything to his mother. He didn’t sign a new Will after they were married. She wondered what her…
  • Apr 12

    What Happens if I Inherit a House with a Mortgage?

    What Happens if I Inherit a House with a Mortgage?
    Some people are fortunate enough to own their homes free and clear when they die; however, many don’t. As a result, their homes pass to their intended heirs with a mortgage still attached. While the home is in probate, the executor of a…
  • Mar 24

    Will My Estate Have to Pay an Estate Tax?

    Will My Estate Have to Pay an Estate Tax?
    One of the biggest issues of concern for my clients is the estate tax. Some politicians have labeled it the “death tax,” which gives many Americans the impression that anytime anyone dies, there is a tax to pay. In fact, the…
Rank this Week: 505

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Apr 16

    Court Hears Proceeding to Construe a Will

    Court Hears Proceeding to Construe a Will
    This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters…
  • Apr 16

    Court Hears Proceeding to Construe a Will

    Court Hears Proceeding to Construe a Will
    This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters…
  • Apr 8

    Petitioner Moves for Summary Judgment

    Petitioner Moves for Summary Judgment
    In this Probate case, Petitioner moves for summary judgment on her entitlement to take an elective share of the decedent’s estate pursuant to EPTL 5-1.1-A. Petitioner filed a petition seeking a decree determining that she is entitled to…
Rank this Week: 423

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
Rank this Week: 515

Texas Probate Litigation

Texas Probate Litigation

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

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

    Court may construe a will before it is admitted to probate

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

    Challenging non-testamentary designation

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

    Estate of Koontz: Another summary judgment overturned

    Estate of Koontz: Another summary judgment overturned
    Estate of Koontz is a very recent decision from the San Antonio Court of Appeals. The trial court in Bandera County had granted summary judgment against a will contestant's claims of lack of testamentary capacity and undue influence. The…
Rank this Week: 330

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Apr 21

    Homestead sale profits in Florida, a recent court decision

    Homestead sale profits in Florida, a recent court decision
    Is Investing Homestead Sale Proceeds Okay? Florida Constitution provides protection from forced sale to homestead property from most creditors. Art. X, § 4, Fla. Const. The protection covers not only the physical homestead property but…
  • Apr 6

    Same Sex surviving spouses, a recent Florida law change

    Same Sex surviving spouses, a recent Florida law change
    Florida same-sex surviving spouses may be added on a death certificate without a court order In 2015, the United States Supreme Court issued its pioneering decision in Obergefell v. Hodges, 135 S. Ct. 2584 (2015), holding state laws…
  • Mar 28

    Homestead protection in Florida

    Homestead protection in Florida
    Is Investing Homestead Sale Proceeds Okay? Florida Constitution provides protection from forced sale to homestead property from most creditors. Art. X, § 4, Fla. Const. The protection covers not only the physical homestead property but…
Rank this Week: 1197

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Apr 19

    New Study Shows that Most People Are Confused and Cynical About Retirement Planning

    New Study Shows that Most People Are Confused and Cynical About Retirement Planning
    A recent study conducted by Scottrade identified that the vast majority of people who are investing do not act on their own for retirement planning and while some of them are satisfied that the advice they receive, many investors are also…
  • Apr 12

    New Study Shares that Baby Boomers Do Not Feel the Economy has Recovered From Financial Crisi

    New Study Shares that Baby Boomers Do Not Feel the Economy has Recovered From Financial Crisi
    Baby boomers are one of the biggest sections of society considering the estate planning and retirement planning process. According to a new study published by Bankers Life Center for a Secure Retirement, baby boomers have a lack of trust in…
  • Apr 5

    What You Should Know About Anxiety in Older Adult

    What You Should Know About Anxiety in Older Adult
    Your aging loved ones may require advanced care as they face greater physical issues, but as family members, you should also be aware of potential mental indicators that your loved one is struggling. This may be in the form of symptoms of…
Rank this Week: 984

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Apr 18

    Probate in a state other then your domicile

    Probate in a state other then your domicile
    If you own property located in a state other than your domicile, you should not have to create another will in that state. The reason is that most states recognize a will that was legally executed in another jurisdiction. However, it may be…
  • Mar 29

    Special-needs trusts and other estate planning options for disabled adult

    Special-needs trusts and other estate planning options for disabled adult
    The life expectancy of disabled adults has been steadily increasing to the point where it has served to complicate the issue of retirement planning for their aging parents. A special-needs child brings another aspect to retirement planning.…
  • Mar 22

    Potential review of Virginia child support guideline

    Potential review of Virginia child support guideline
    Deciding the amount of child support to be paid by the noncustodial parent can be a complex process. This is particularly true when matters are made worse due to a stressful divorce and disputes over custody. It can be disheartening for the…
Rank this Week: 1049

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

Covers celebrity and true case stories on probate litigation. By Andrew Mayoras.

http://www.probatelawyerblog.com/
  • Apr 14

    Trouble Brewing Between George Michael Estate And His Former Lover

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

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier

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

    Prince Estate Enters New Fight Over Who Will Inherit His Million

    Prince Estate Enters New Fight Over Who Will Inherit His Million
    So much trouble caused by such a simple concept. When you create a will, you decide who receives your assets after you die. If you don’t, the laws of the state you live in determine it. What happens when those laws aren’t too…
Rank this Week: 944

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: 1065

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

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

    Sometimes It’s Just a Question of Standing

    Sometimes It’s Just a Question of Standing
    To object to the probate of a will, party must have a pecuniary interest that would be adversely affected by the admission of the instrument to probate. In Estate of Saunders, the Kings County Surrogate’s Court recently issued two…
  • Mar 3

    Jury Trials in Surrogate’s Court Removal Proceeding

    Jury Trials in Surrogate’s Court Removal Proceeding
    As parties prepare for trial before the Surrogate’s Court, a question that oftentimes arises is whether there is a right to a trial by jury. In this entry, Robert Harper explains why no such right exists in the case of proceedings…
  • Feb 10

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

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge
    Although one of the many duties of an executor is to marshal and appraise estate assets, and, depending on the terms of the governing instrument, liquidate them for purposes of distribution, the fulfillment of these duties may, at times,…
Rank this Week: 1133

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
  • Mar 13

    Estate planning lessons from other’s mistake

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

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

    Carne v. Worthington (2016) 246 Cal.App.4th 548 – Heggstad petitions with trust
    You likely know that CaliforniaProbate.info tries to stay up on all “Heggstad” related news. As the owner of www.heggstadpetition.com it is imperative that I keep up-to-date on these cases. We advise clients, and potential…
  • Feb 16

    Calendar Notes in Probate Court

    Calendar Notes in Probate Court
    You get calendar notes in your probate court case. Now what do you? Every county is different. Some counties post calendar notes (or “tentative rulings”) a day before the court hearing and some do it a month before. Some do not…
Rank this Week: 1131

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 16

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

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

    Fraudulent Conveyances & Asset Protection

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

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 684

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/
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

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

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
  • 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…
Rank this Week: 599

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 762

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
Rank this Week: 2702

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Apr 22

    How to Avoid a $10,000 Mistake!

    How to Avoid a $10,000 Mistake!
    Jill passed away with $20,000 in savings and $10,000 of debt.  She only had a Last Will and Testament.  Because a Will requires debts be paid, $10,000 of her savings had to be sent to creditors.  Another $3,000 had to be spent…
  • Apr 15

    What is a trust?

    What is a trust?
    A trust is a document that can accomplish many things. It keeps your family out of probate, maintains their privacy, can protect your assets, allows you to maintain control over the assets for many years. Companies out there monitor probate…
  • Apr 14

    What is the worst choice of words ever?

    What is the worst choice of words ever?
    The phrase “Estate Planning” is the worst choice of words ever… Maybe a better term would be “Personal Protection Planning” or just “Planning Ahead.” The word “estate” conjures up…
Rank this Week: 2316

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/
  • Apr 21

    Is a Contract to Make a Will Legally Binding?

    Is a Contract to Make a Will Legally Binding?
    A person is free to dispose of property as he or she wishes by making a will. There are cases in which a person may enter into a written contract to make certain provisions in their will in exchange for certain considerations. For example, a…
  • Apr 20

    How Does a Reverse Mortgage Affect My Will or Trust?

    How Does a Reverse Mortgage Affect My Will or Trust?
    Living in southern California gets more expensive every year. For many elderly San Diego residents on a fixed income, just paying monthly bills can be a struggle. This is one reason “reverse mortgages” have become popular in…
  • Apr 19

    Have You Talked to Your Family About Estate Planning?

    Have You Talked to Your Family About Estate Planning?
    Estate planning is a process that affects your entire family. The decisions you make today regarding your will and trust can affect your spouse, children, and other relatives years down the line. This is why it is important to make sure your…
Rank this Week: 1334

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
Rank this Week: 3288

All About Estates

All About Estates

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

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

    Making Effective Distributions of Estate Taxable Income Tax

    Making Effective Distributions of Estate Taxable Income Tax
    Dealing with the taxation of income earned by an estate can be complex. It has become even more complex since January 1, 2016.  It was on this date that all estates, other than those that qualify as a “graduated rate estate”…
  • Apr 19

    Donation Tax Credit Mismatch

    Donation Tax Credit Mismatch
    It is a truism that Canadians who donate enough to charity at death can eliminate tax. This outcome is due to the 100% contribution limit for gifts by will and direct designation gift of registered funds and life insurance.  Since 2015,…
  • Apr 18

    Death of taxpayer – timing of the final return

    Death of taxpayer – timing of the final return
    Some timing relief is granted to the deceased’s personal representative when a death occurs before the deceased has filed a tax return to report income received in the year. Generally speaking, the final return is due on or before the…
Rank this Week: 3255

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

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

    PROTECTING YOUR HEIRS FROM YOUR DEBTS AT DEATH

    PROTECTING YOUR HEIRS FROM YOUR DEBTS AT DEATH
    With almost 70% of the retiree population solely living on social security it is not surprising that the percentage of families with debt headed by someone age 65 to 74 rose from about 50% in 1989 to about 66% in 2013. Personal debt nearly…
  • Apr 14

    The new State of Washington Power of…

    The new State of Washington Power of Attorney statute went into effect on January 1, 2017 (“Act”). The Act provides several changes and additions to the previous law, which aim to address previous ambiguity in the law and to…
  • Apr 13

    THE FLORIDA SLAYER STATUTE DEFEATED BY A CLAIM OF SELF-DEFENSE

    THE FLORIDA SLAYER STATUTE DEFEATED BY A CLAIM OF SELF-DEFENSE
    Section 732.802 of the Florida Statutes is known as the “Florida Slayer Statute.” Subsection (3) provides “that a named beneficiary of a life insurance policy “who unlawfully and intentionally kills … the person…
Rank this Week: 1902

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Apr 20

    National Donate Life Month Should Encourage a Review of Your Estate Plan

    National Donate Life Month Should Encourage a Review of Your Estate Plan
    When most of us think about estate planning, we tend to focus on things such as the distribution of estate assets when we die or providing for loved ones after we are gone. There is another aspect to estate planning, however, that is of equal…
  • Apr 18

    When Should I Start Medicaid Planning?

    When Should I Start Medicaid Planning?
    If you are aware of the need to include Medicaid planning in your overall estate plan, you are ahead of most people. Unfortunately, many people remain unaware that there is a very good chance they will need to qualify for Medicaid during…
  • Apr 13

    National Health Care Day

    National Health Care Day
    As you may have heard on the news or in the newspaper, April 16 is National Health Care Decisions Day (NHDD). This is a national event where national, state, and community organizers lead an effort to highlight the importance of advance care…
Rank this Week: 2818

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Apr 20

    Estate Planning for the Modern Millennial

    Estate Planning for the Modern Millennial
    Long Island, NY Estate Plan Attorney Discusses Estate Planning for Millennials Millennials are no longer the young crowd. In fact, more are entering the workforce – and have been for some time – and are getting to the point in…
  • Apr 13

    Essential Funeral Planning Steps Every Executor Should Know

    Essential Funeral Planning Steps Every Executor Should Know
    Estate Attorney Helping Long Island Residents with Funeral Planning While you might have created an estate plan and selected an administrator, how much does that executor know about the funeral? You might be surprised to find out that most…
  • Apr 6

    The Benefits of Hiring an Attorney Decades Before Retirement

    The Benefits of Hiring an Attorney Decades Before Retirement
    Estate Attorney Assisting Long Island Residents with Retirement Planning If you are like most, you do not think about an estate plan until you are nearing retirement. However, there are key advantages to hiring an estate lawyer well ahead of…
Rank this Week: 2043

Estate Planning Blog

Estate Planning Blog

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

http://www.gilfix.com/blog/
  • Apr 19

    Autism costs rise dramatically with age: study

    Autism costs rise dramatically with age: study
    Caring for individuals with autism and other special needs tends to involve a lifetime of expenses, whether it is paying for caregivers, accommodation or daily necessities. A study from the University of California, Davis (UCD), shows…
  • Mar 30

    Military retirees can now use special needs trusts for SBP payment

    Military retirees can now use special needs trusts for SBP payment
    Military families with special needs children face a number of difficulties when planning for their future financial security. However, a new law now allows military retirees more flexibility and peace of mind with the way their Survivor…
  • Mar 9

    Estate planning implications of winning the lottery

    Estate planning implications of winning the lottery
    Although winning the lottery can be exciting, it carries enormous estate and gift tax implications. Finances can dwindle away in no time if they are not managed properly. Lottery winners have the option of taking the prize as a lump sum or an…
Rank this Week: 2202

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Apr 17

    Selling Real Property to Satisfy the Debts of a Decedent

    Selling Real Property to Satisfy the Debts of a Decedent
    In Virginia, real property vests with the heirs of an estate unless the heirs are divested of legal title. As a result, it is settled law that unless a personal representative of the estate is granted an express power to sell the real estate…
  • Apr 10

    Early Signs of Dementia and What to Do About Them

    Early Signs of Dementia and What to Do About Them
    The Alzheimer’s Association’s website, www.alz.org, has a page devoted to 10 Early Signs and Symptoms of Alzheimer’s. I commend the site to your review, especially if you are trying to figure out whether you have dementia or…
  • Apr 3

    Healthy Aging in Hampton Roads: The Future Looks Bright!

    Healthy Aging in Hampton Roads: The Future Looks Bright!
    Due to advances in healthcare and improved assistive devices, many Americans are healthier in old age and are living longer. The population of Americans over 65 has increased by approximately 30% in the last decade and is projected to…
Rank this Week: 2201

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/
  • Apr 11

    Community Property Trust can save Income Taxe

    Community Property Trust can save Income Taxe
    How a Community Property Trust Can Save Tens or Hundreds of Thousands of Dollars in Capital Gains Taxes Community property trusts can save your clients tens of thousands of dollars in capital gains taxes, and that is just one of their many…
  • Apr 10

    How Does A Step Up In Basis Work?

    How Does A Step Up In Basis Work?
    How Does A Step Up In Basis Work? Capital gains taxes are one of the more confusing taxes that American citizens have to pay.  The best way to explain capital gains taxes is through examples.  This article will include plenty of…
  • Apr 6

    Final Accounting: How To Object in Florida

    Final Accounting: How To Object in Florida
    How To Object To The Final Accounting of a Personal Representative in Florida The final accounting can be complex. As many Florida residents might know, the probate of an estate can be a very lengthy process that can be full of…
Rank this Week: 1769

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Apr 5

    A New York Will Objectant Must Have Standing To Contest The Will

    A New York Will Objectant Must Have Standing To Contest The Will
    Probating a Last Will in New York can be an uncomplicated matter. In many situations the probate proceeding is commenced by a close family member who is named as the Executor in the Will. While there are a number of Court and statutory…
  • Mar 29

    New York Discovery Proceedings Allow A Fiduciary to Find Estate Asset

    New York Discovery Proceedings Allow A Fiduciary to Find Estate Asset
    One of the most commonly utilized procedures to assist an estate Executor or Administrator to locate and obtain estate assets are the provisions provided by Surrogate’s Court Procedure Act (SCPA) 2103 and 2104.   SCPA 2103 is…
  • Mar 22

    New York Estates Require Proof Of Kinship

    New York Estates Require Proof Of Kinship
    The identity of a decedent’s heirs at law are an essential element in all probate and intestate administration cases.   There have been numerous posts in the New York Probate Lawyer Blog that examine this issue.  When a Last…
Rank this Week: 4819

Littman Krooks LLP Blog

Littman Krooks LLP Blog

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

http://www.littmankrooks.com/blog/
  • Apr 3

    April is National Financial Literacy Month

    April is National Financial Literacy Month
    The NAEPC Education Foundation and the National Association of Estate Planners & Councils (NAEPC) are promoting April 2013 as National Financial Literacy Month. The goal of the awareness campaign is to help the American public learn how…
  • Mar 23

    The Supreme Court Rules that a Free Appropriate Public Education Requires More Than Trivial Progre

    The Supreme Court Rules that a Free Appropriate Public Education Requires More Than Trivial Progre
    By Marion Walsh, Esq., and Arshi Pal, Graduate Law Clerk, Littman Krooks LLP (Read our previous article on this subject) On March 22, 2017, the United States Supreme Court, in a seminal and unanimous ruling, in Endrew F. v. Douglas County…
  • Mar 21

    Five Ways To Recognize Developmental Disabilities Awareness Month

    Five Ways To Recognize Developmental Disabilities Awareness Month
    By Marion M. Walsh, Esq. March represents Developmental Disabilities Awareness month. According to the Center for Disease Control, the prevalence of developmental disabilities, in the past twelve years, has increased.  The term…
Rank this Week: 2177

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

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

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

    Undue Influence – Signs and Symptoms of Abuse

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

    FAQ’s on Trust

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

    Common Questions About Will

    Common Questions About Will
    What people want to know about a will. The post Common Questions About Wills appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 2161

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

http://wadelawcorp.com/blog/
  • Mar 28

    Estate planning to prepare for the death of a spouse

    Estate planning to prepare for the death of a spouse
    Whether couples are newly married or advanced in age, it is important that they try to engage in end-of-life planning, including keeping their wills current, creating powers of attorney and establishing advance directives for health care.…
  • Mar 24

    Picking the Right Successor Trustee

    Picking the Right Successor Trustee
    Few people take the time to arrange in advance for someone else to handle their financial issues when they can no longer fully care for themselves. It’s an easy decision to put off, partly because it’s emotionally stressful to…
  • Mar 23

    The advantages of establishing a quiet trust

    The advantages of establishing a quiet trust
    Many families are concerned about transferring wealth to their children because they feel the children are unprepared to manage their inheritance. In fact, just one-third of affluent parents have revealed their wealth to their heirs.…
Rank this Week: 2175

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
  • Mar 23

    Preliminary Letters Testamentary in Probate Court

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

    New York Estate Accountings: An Overview

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

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

    Contesting a Will in New York: An Overview of Will Contest
    People (usually those who have been disinherited) often wonder if they have any rights to contest a last will and testament of a loved one which they believe to be an invalid will. There may be many reasons why they believe the will to be a…
Rank this Week: 2767

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3564

Probate in Nevada

Probate in Nevada

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

http://www.probate-in-nevada.com/
  • Mar 7

    Nevada Intestacy Law

    Nevada Intestacy Law
    Nevada Intestacy laws address the problem which arises when a person dies without a Last Will & Testament. Many people die without a Will.  Thus, there are no instructions as to how the person wanted&hellip The post Nevada…
  • Feb 28

    Clark County Probate Court Audit Underway

    Clark County Probate Court Audit Underway
      An audit of all open probate cases in Clark County, Nevada is underway.  The Probate Section of the State Bar of Nevada held a Bench/Bar Meeting on February 6, 2017.  The meeting addressed and&hellip The post Clark County…
  • Feb 21

    Nevada Probate Inventory Content

    Nevada Probate Inventory Content
    The purpose of the Inventory is to provide information about assets of the Estate to the Court, beneficiaries, heirs and creditors.  The initial probate petition does include some information about estate assets. However, the…
Rank this Week: 2291

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Mar 6

    Piercing the Corporate Veil is the exception to the rule

    Piercing the Corporate Veil is the exception to the rule
    Legal liability protection is one of the main reasons for corporate entities.  In most instances, these legal entities insulate owners from legal liability. While there are often tax, accounting and other important reasons…
  • Feb 15

    McDonald’s and the emergency room–what they have in common; but also why you will never see drive-through brain surgery

    McDonald’s and the emergency room–what they have in common; but also why you will never see drive-through brain surgery
    What do the hospital emergency room McDonald’s have in common? Answer: on-demand access. In this era of on-demand services, along with all-access TV and movie resources and all the other things instantly accessible via the internet, we…
  • Feb 14

    Should you update your trust?

    Should you update your trust?
    If you already have a trust, you should be commended for your wise planning. However, as time passes and laws change, it makes sense to review and update your trust to ensure that it remains consistent with your goals. I spend…
Rank this Week: 2315

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 6

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

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

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

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property
    This is the second in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. A primary of the task of an executor or successor trustee is to ascertain and marshal the decedent’s…
  • Feb 7

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

    New Illinois Laws for 2017, Part 1: Fiduciary Access to Digital Asset
    This post will be the first in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. I have been writing about the emerging issues surrounding estate planning for digital assets for…
Rank this Week: 2814

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: 2375

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: 3725

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

Covers estate planning, probate, guardianships, disability and elder law.

http://www.boydstunlaw.com/blog/
  • Feb 26

    Preventing a Will Contest

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

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

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

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

    Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan
    Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers need to make sure they know what they are paying for. The post Watch Out for Mistakes in the List of…
Rank this Week: 2837

Estate Planning and Asset…

Estate Planning and Asset Protection

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

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

    How to Apply for Medicaid Nursing Home or Nursing Care Benefit

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

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

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

    Protecting Special Needs Children from Predator

    Protecting Special Needs Children from Predator
    Failing to provide for an individual with a special need may render them vulnerable to predators. A recent case describes how a boyfriend took part in drug use that left a daughter with severe brain damage. Later after her mom died, he…
Rank this Week: 2080

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Feb 15

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

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

    Special Needs Trusts: Two Words to Say Fairne

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

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
Rank this Week: 2459

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Jan 31

    The Jose Fernandez Estate: Questions, Uncertainty

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

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

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

    Can You Serve a Lawsuit By Facebook?

    Can You Serve a Lawsuit By Facebook?
    In the modern age, where communication can be done by way of text, tweet, email, or swipe, the ancient requirement to hand-serve a summons and complaint on a defendant seems quite anachronistic.  Courts and legislatures have been moving…
Rank this Week: 2018