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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Feb 12

    2016 Tax Deductible Limits Increased For Long-Term-Care Insurance

    2016 Tax Deductible Limits Increased For Long-Term-Care Insurance
    The amount of money that tax-payers may deduct from their tax returns this year when purchasing long-term-care insurance or paying monthly policy premiums has been increased by the IRS. “Monthly premiums for long-term-care insurance…
  • Feb 12

    Deciding Between A Traditional And Roth IRA

    Deciding Between A Traditional And Roth IRA
    This article discusses some of the situations where a person might want to consider converting a traditional IRA into a Roth IRA. It is important to carefully plan ahead when thinking of doing a conversion to gain the tax benefits....
  • Feb 12

    CLE On Probate Bonds And What You Need To Know

    CLE On Probate Bonds And What You Need To Know
    The American Bar Association is presenting a CLE entitled, Probate Bonds: What You Need to Know, which will take place on March, 16, 2016, from 1:00-2:30PM Eastern, Online. Provided below are some details about the event: Probate bond claims…
Rank this Week: 43

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Feb 1

    Executors Should Beware Of Serious Pitfall

    Executors Should Beware Of Serious Pitfall
    Today’s Wall Street Journal contains a worthwhile but cautionary article about the pitfalls that can face even the most well-meaning executor. As you will see, a lot of the decisions an executor must make need to be made…
  • Jan 31

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar
    The Will of David Robert Jones was filed earlier this month in New York County Surrogate’s Court giving the value of his estate at 100 million dollars. Not familiar with David Robert Jones? As the New York Times reported, He was far…
  • Jul 20

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 147

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 145

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Feb 1

    Florida Firearms Law

    Florida Firearms Law
    Florida Firearms Law 101: Real issues taught by  Florida attorneys   Please help spread the word about or new Florida Firearms Law Class.   Below is a description of the class This class is designed for those who have…
  • Jan 30

    Protect Your IRA

    Protect Your IRA
    I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes! Here is the Table of Contents The 3 Reasons Most People Experience Confusion with Their IRAs Don’t Just Focus on the Taxes Avoid the 5 Common Mistakes Common…
  • Jan 26

    Non Citizens and Florida Homestead

    Non Citizens and Florida Homestead
    Florida Homestead for Non U.S. Citizens is possible for two types of Florida Homestead exemptions. The first homestead exemption is tax based. If you live in your home  and you or your spouse or dependent child is a permanent resident of…
Rank this Week: 250

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 287

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: 428

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/
  • Jan 19

    The David Bowie Estate Shows His Genius Extended Beyond Music

    The David Bowie Estate Shows His Genius Extended Beyond Music
    Only a very few pop artists enjoyed lasting careers as diverse, colorful, and successful as David Bowie. He remained fascinating and on the cutting-edge, up until the very end, in ways that extended far beyond making music. Bowie, whose real…
  • Jan 14

    Celebrity Legacies: Conflicts Plagued Tupac Shakur Before And After Death

    Celebrity Legacies: Conflicts Plagued Tupac Shakur Before And After Death
    Tupac Shakur was well-known for his "Thug" image, his rap prowess, and his many Tupac Shakur's estateconflicts -- leading up to the tragic shooting that took his life at age 25. So should anyone be surprised at the high number of legal…
  • Jan 8

    Bill Cosby Headlines The Top Ten Celebrity Legal Battles Of 2015

    Bill Cosby Headlines The Top Ten Celebrity Legal Battles Of 2015
    What better way to start the new year than by counting down Trial & Heirs Top Ten Celebrity Legal Battles of 2015, complete with lessons? 1. Bill Cosby vs. many woman - Andrea Constad is one of dozens of women who have sued Cosby for…
Rank this Week: 473

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

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

http://jotwell.com/
  • Feb 12

    ‘Politics as Markets’ Goes Global

    ‘Politics as Markets’ Goes Global
    Samuel Issacharoff, Fragile Democracies: Contested Power in the Era of Constitutional Courts (2015).Rosalind DixonComparative constitutional law is a field crowded with rich and complex ideas about the role of courts and judicial review in a…
  • Feb 11

    What We Do With Substantive Due Proce

    What We Do With Substantive Due Proce
    Jamal Greene, The Meming of Substantive Due Process,  31 Constitutional Commentary -- (forthcoming 2016), available at SSRN.Cary C. FranklinIn 1980, John Hart Ely pronounced substantive due process “a contradiction in…
  • Feb 10

    The Low Road

    The Low Road
    Serena Mayeri, Marital Supremacy and the Constitution of the Nonmarital Family, 103 Calif. L. Rev. 1277 (2015).Katharine BartlettA concern about the marriage equality movement is that it has reinforced the supremacy of marriage and detracted…
Rank this Week: 540

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Jan 20

    RETROACTIVE DUE PROCESS IN PROBATE

    RETROACTIVE DUE PROCESS IN PROBATE
    Typically, when the Supreme Court of the United States announces a new Rule of Federal Constitutional Law dealing with due process, the new Rules are applied retroactively.  However, Florida probate courts are left with the power and…
  • Jan 5

    Will Substitutes in Florida

    Will Substitutes in Florida
    THE CONFUSING LAW OF WILL SUBSTITUTES “Many legal doctrines today appear jarringly, carelessly, almost randomly out of harmony with one another.  The chaos has gone largely undetected and hence, has continued to swirl…
  • Dec 15

    Pay-on-Death Accounts can be invalidated for undue influence

    Pay-on-Death Accounts can be invalidated for undue influence
    A POD designation can be invalidated for undue influence and recipient of the funds ordered to return the funds. Many Estate plans involve what are commonly referred to as “pay-on-death” or “POD” accounts.  These…
Rank this Week: 518

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • Oct 15

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER
    That opening line of the Hippocratic Oath isn’t always so uncomplicated as it is brief. Maryland medical malpractice lawyers engage hundreds, if not thousands of cases yearly in which medical professionals left their patients in worse…
  • Oct 9

    Looking At Bankruptcy Law In California

    Looking At Bankruptcy Law In California
    Setbacks are common in life. If your financial situation has spiraled out of control it’s wise that you apply for insolvency. Paths of Alleviation Personal bankruptcy laws supply you with two paths for relief: chapter 7 as well as…
  • Sep 23

    Question Your Miami Criminal Defense Lawyer Carefully

    Question Your Miami Criminal Defense Lawyer Carefully
    Miami’s best criminal defense lawyers are paid handsomely to balance out bad luck, bad decisions and bad circumstances that can land anyone in a sling. When the law deals you a bad hand, your first call should always go out to a trusted…
Rank this Week: 675

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: 508

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

http://www.sandiegoestateplanninglawyerblog.com/
  • Feb 6

    How a California Power of Attorney Work

    How a California Power of Attorney Work
    A power of attorney is a document authorizing someone to act on your behalf with respect to financial and contractual matters. Among other acts, a person holding your power of attorney may sell your house, write checks from your bank account,…
  • Feb 5

    How the Estate Tax Will Work in 2016

    How the Estate Tax Will Work in 2016
    The new year is a good opportunity to reconsider your estate planning needs. You should periodically review, and if necessary revise, your will, trust, and other estate planning documents such as a durable power of attorney, to keep your…
  • Feb 3

    What Happens if My Estate is Insolvent?

    What Happens if My Estate is Insolvent?
    Normally when we talk about estate planning, we assume there will be an estate with sufficient assets to provide for a person’s heirs. What happens if you die with more debts than assets? In legal terms, this is known as an…
Rank this Week: 708

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Feb 1

    Court Hears Petition for Summary Judgment

    Court Hears Petition for Summary Judgment
    A New York Estate Lawyer said that, in this probate proceeding, the proponent, one of the decedent's daughters and the sole residuary legatee under the propounded instrument dated March 8, 1983, seeks leave to move for summary judgment more…
  • Jan 30

    Petitioner Brings Motion Compelling Appearance of Proponent

    Petitioner Brings Motion Compelling Appearance of Proponent
    A New York Estate Lawyer said that, this is a motion for an order directing the proponent, who is decedent's widow, to appear for an examination before trial to enable petitioner to frame objections to the propounded instrument bearing date…
  • Jan 28

    Court Decides Status of Unwitnessed Holographic Will

    Court Decides Status of Unwitnessed Holographic Will
    A New York Estate Lawyer said that, the petitioner, a sister of the testator, presents an unwitnessed holographic instrument executed January 9, 1968 ('January instrument') and also a duly executed instrument (which has been proved as a will)…
Rank this Week: 745

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: 915

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

Covers business law and planning, elder law, estate planning, and probate and estate administration. By Deirdre Wheatley-Liss.

http://www.njelderlawestateplanning.com/
  • Apr 2

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing
    A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
  • Mar 25

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide
    You have a horrific accident and are looking at a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a…
  • Mar 25

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 865

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

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

    POTENTIAL PITFALLS OF PAY-ON-DEATH ACCOUNTS

    POTENTIAL PITFALLS OF PAY-ON-DEATH ACCOUNTS
    It is not uncommon to hear an individual refer to a “Pay-On-Death” (“POD”) account as a poor individual’s version of a Will. The reason being is that upon the death of the account owner the account assets pass…
  • Feb 9

    PREPARING FOR YOUR ESTATE PLANNING MEETING

    PREPARING FOR YOUR ESTATE PLANNING MEETING
    Many individuals become overwhelmed with the decisions that they need to make when preparing or updating their estate planning documents. The purpose of this list is to help you analytically consider all the questions and issues that must be…
  • Feb 4

    FLORIDA CLOSER TO GUARDIANSHIP REFORM

    FLORIDA CLOSER TO GUARDIANSHIP REFORM
     Guardianship reform has been an issue growing in prominence due to the many abuses found in systems across the nation. Florida is in the process the guardianship reform movement and a step in the right direction as the state Senate is…
Rank this Week: 1494

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

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

    End of Life Care: What Would Your Doctor Do?

    End of Life Care: What Would Your Doctor Do?
    The Directive to Physicians, or Living Will, is the document that allows you to specify what life sustaining treatments should be administered or withheld if you are diagnosed with a terminal or irreversible condition. Signing this document…
  • Feb 1

    The Dangers of DIY Estate Planning

    The Dangers of DIY Estate Planning
    We are a nation of do-it-yourselfers. Nowhere is that fact more evident than in our local Home Depot or Lowe’s stores. If we need new flooring, we take a class to learn how to install tile or hardwoods. If we need a room painted, there…
  • Jan 22

    Can I Make a Will if I am Physically Incapable of Signing a Document?

    Can I Make a Will if I am Physically Incapable of Signing a Document?
    A Will is an important document. It allows you to specify how and to whom you property is distributed when you die. To be valid, certain formalities must be followed. For example, if you want to create a holographic Will, it should be…
Rank this Week: 1283

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Feb 11

    Controlling your California Trust or Will mediation–Part 2

    Controlling your California Trust or Will mediation–Part 2
    The process of mediation. There is NO such thing as a short mediation. Mediations work because of the time it takes to conduct the negotiations. The longer the process takes, the more likely you are to settle. It is a bit like percolating…
  • Feb 4

    Controlling your California Trust or Will mediation–Part 1

    Controlling your California Trust or Will mediation–Part 1
    The process of mediation. Mediation is a process, a process you can use to reach a successful resolution in your case, but only if you understand how the process works. So many people fail to maximize what they can get out of their case by…
  • Jan 28

    How to Handle Bad Trustees: Damages for Breach of Trust

    How to Handle Bad Trustees: Damages for Breach of Trust
    When a California Trustee breaches his duties of Trust, there can be damages that must be repaid by the Trustee.  However, not every type of damage is available.  For example, there are no “pain and suffering” type…
Rank this Week: 1657

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

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

http://www.illinoisestateplan.com/blog
  • Feb 10

    New IRS Form 8971: Basis Reporting for Taxable Estate

    New IRS Form 8971: Basis Reporting for Taxable Estate
    When an individual dies leaving a gross estate (plus past taxable gifts) that exceeds the federal exclusion amount in the year of death ($5.45 million in 2016), a Form 706 Federal Estate Tax Return must be filed. This has long been the law.…
  • Feb 2

    District 211 Class Announcement for March 2016

    District 211 Class Announcement for March 2016
    I will be teaching an adult continuing education class for District 211 covering a broad range of estate planning and estate administration topics. Topics include asset ownership, wills, trusts, probate, trust administration, estate and gift…
  • Jan 21

    New Illinois Laws for 2016, Part 2: Guardianship & Health

    New Illinois Laws for 2016, Part 2: Guardianship & Health
    Last week I introduced six new Illinois laws for 2016 related to probate, trusts and estate planning. This week I will provide short summaries of eight new Illinois laws that relate to guardianship, health care and elder law matters. In all,…
Rank this Week: 1580

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

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

    What All Realtors Should Know When Representing a Foreign Buyer

    What All Realtors Should Know When Representing a Foreign Buyer
    Recently, the Financial Crimes Enforcement Network (“FinCEN”) promulgated new rules which require certain U.S. title insurance companies to identify the natural persons behind companies used to pay “all cash” for…
  • Jan 21

    David Bowie’s Estate Planning Guarantees Empire is Left to His Family

    David Bowie’s Estate Planning Guarantees Empire is Left to His Family
    Legendary rocker David Bowie was as brilliant in his estate planning as he was talented in his artistic ventures. Bowie’s colorful 50-year career encompassed both, a successful musical career and an acting career, which ultimately ended…
  • Jan 4

    New Year, New Estate Planning Tip

    New Year, New Estate Planning Tip
    The New Year is here, but some things may never change. The gym membership is already beginning to look old and your other resolutions have fallen by the wayside. However, one resolution that should be kept is the resolution to keep your…
Rank this Week: 1378

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

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

http://berkmoskowitz.com/blog/
  • Feb 8

    2016 Arizona Probate and Elder Law Legislation Update

    2016 Arizona Probate and Elder Law Legislation Update
    During the 2016 State of Arizona Fifty-second Legislature Second Regular Session, the House of Representatives has proposed three bills and the Senate has proposed one bill with proposed amendments to Arizona’s elder…
  • Feb 4

    Attorney Kent Berk Featured on Money Radio 1510

    Attorney Kent Berk Featured on Money Radio 1510
    Last week one of our very own was featured on Money Radio 1510AM – Phoenix to discuss several topics, including elder abuse and financial exploitation. Click here to listen to the full interview.   The post Attorney Kent Berk…
  • Jan 12

    Kent Berk to be Interviewed on Money Radio

    Kent Berk to be Interviewed on Money Radio
    Join Kent for a discussion regarding elder law on Friday, January 29, 2016 from noon to 1:00 PM on Money Radio 1510 AM or 99.3 FM.  The show can be heard live on www.moneyradio1510.com.  Kent will discuss claims and remedies…
Rank this Week: 1037

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

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

    Sacramento Nursing Home Costs Are Among the Highest in the Country

    Sacramento Nursing Home Costs Are Among the Highest in the Country
    Our firm practices law in Sacramento, California, and we also have an office in Roseville. Anyone who lives in our area knows that there are countless advantages, and it is truly a great place to live. We have everything that big cities have…
  • Jan 21

    A Probate Attorney Can Help With Estate Administration

    A Probate Attorney Can Help With Estate Administration
    You should be aware of the multifaceted nature of a properly constructed estate plan.  It is wise to take a 360 degree approach so that you can leave behind a workable situation for your loved ones after you are gone. A last will is a…
  • Jan 21

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 1466

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

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

http://www.aminovlaw.com
  • Jan 18

    Ethical Wills: A Legacy With Love

    Ethical Wills: A Legacy With Love
    My dream to build an estate planning practice was born early in my law school career. My first trusts and estates class introduced me to a legal world where the most important and sensitive parts of our lives, our mortality, were front and…
  • Dec 17

    Where Should I Keep My Will

    Where Should I Keep My Will
    So you’ve done the responsible thing. You’ve prepared a last will to protect your family when you die. Great – now where do you keep it? For starters, somewhere your loved ones can find it. But which place is most safe yet…
  • Oct 27

    Seven Questions to Ask an Estate and Probate Attorney

    Seven Questions to Ask an Estate and Probate Attorney
    Nobody wants to call a probate lawyer. People only call us when they are dealing with the loss of a family member and need help through the process. Over the years, I have been privileged to speak with hundreds of clients and helped address…
Rank this Week: 1732

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Nov 9

    The Problem with Florida Probate Form

    The Problem with Florida Probate Form
    Every now and again, we are asked where forms can be downloaded. I honestly don’t know the answer because our forms are from a repository that caters only to attorneys. The problem with Florida probate forms is that they are designed…
  • Mar 30

    Why You Need Probate to Sell Real Estate

    Why You Need Probate to Sell Real Estate
    Here’s a frequently asked question that deserves a slightly more intricate answer: “I’m clearly a child of (the decedent). Why can’t I just sign a quit claim deed over to myself so I can sell this property?”…
  • Mar 25

    Caution: “Probate Paralegals” on Craigslist

    Caution: “Probate Paralegals” on Craigslist
    Yesterday, I received what was otherwise a routine call about a potential probate case: The caller told me she had hired a “probate paralegal” to prepare the paperwork that she, the caller, would then file the case herself. She…
Rank this Week: 1177

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/
  • Oct 19

    ULC’s Revised Uniform Fiduciary Access to Digital Assets Act supported by tech industry

    ULC’s Revised Uniform Fiduciary Access to Digital Assets Act supported by tech industry
    The Uniform Law Commission is a non-profit organization that drafts “model” or “uniform” laws that can be adopted by state legislatures. Individual legislatures can then adopt the act as is, or can tweak it as they see…
  • Jul 30

    Google Updates Page Regarding a Deceased User’s Account

    Google Updates Page Regarding a Deceased User’s Account
    It looks like Google recently updated the support page in which a person can request information regarding a deceased user’s account. Now the options are: Close the Account of a deceased user Submit a request for funds from a deceased…
  • Feb 12

    Facebook Allows Users to designate a “Legacy Contact” to manage their account after death

    Facebook Allows Users to designate a “Legacy Contact” to manage their account after death
    Finally. For those who have been following, the issue of “digital assets” is a fast developing problem in the estate planning world. Putting aside for a moment who has the right to “inherit” your assets, the…
Rank this Week: 1152

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/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 1180

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

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

http://blog.deplawfirm.com/
  • Jan 20

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
  • Jan 6

    How Wealthy People Avoid Estate Taxe

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

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

    Your New Year’s Resolution Starts with a Phone Call (or email).
    The holiday season is a time of great religious and economic significance. And even in our busy lives, it is a time for reflection. For many of us, the fruits of our reflection are our annual resolutions: to become healthier, to spend more…
Rank this Week: 1631

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

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

https://ncestatelitigation.wordpress.com/
  • Jan 16

    Guardianship of Adults in North Carolina

    Guardianship of Adults in North Carolina
    An overview of guardianship and incompetency in North Carolina. Continue reading →
  • Jan 5

    An Interview With North Carolina’s Senior Administrative Law Judge

    An Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge, Fred G. Morrison, Jr., for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
  • Jan 5

    A Recent Interview With North Carolina’s Senior Administrative Law Judge

    A Recent Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge Fred G. Morrison, Jr. for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
Rank this Week: 1490

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/
Rank this Week: 1337

Goldstein, Rosen & Rassos LLP Blog

Goldstein, Rosen & Rassos LLP Blog

Covers wills & estates, real estate and corporate law.

http://www.grrlaw.ca/law-blog.html
Rank this Week: 1472

Estate of Confusion

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://www.forbes.com/sites/hanisarji/
Rank this Week: 1679

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/
  • Feb 12

    How to Challenge a Pay-On-Death Designation or “Will Substitute” in Florida

    How to Challenge a Pay-On-Death Designation or “Will Substitute” in Florida
    The law of undue influence in Florida is not limited to will contests alone. Trusts, beneficiary designations and any other testamentary instruct can be challenged under the reasoning and logic of the seminal Florida Supreme Court case of…
  • Feb 12

    Final Judgment Merges And Disposes Of All Interlocutory Order

    Final Judgment Merges And Disposes Of All Interlocutory Order
    Although it may be common knowledge to practitioners, many forget that interlocutory orders—those orders, decrees, or judgments entered at an intermediate stage of the litigation—are merged in, and disposed of, when the Court…
  • Feb 8

    Federal Interpleader Case Involving Slayer Statute Dismissed

    Federal Interpleader Case Involving Slayer Statute Dismissed
    Normally, a federal court is required to proceed with a case in which it has jurisdiction.  Actions for declaratory relief, however, are treated differently, and the federal court has wide discretion to accept the controversy.…
Rank this Week: 2238

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Feb 11

    Gay and Lesbians - Living Will in NJ

    Gay and Lesbians - Living Will in NJ
    Gay and Lesbians - Living Will in NJCompiled by Kenneth VercammenGay & Lesbian clients- additional items to discuss at estate planning interview      In the absence of a Will or other legal arrangement to…
  • Feb 11

    Gay and Lesbian Partners - Problems if No Estate Planning in NJ

    Gay and Lesbian Partners - Problems if No Estate Planning in NJ
    Gay and Lesbian Partners - Problems if No Estate Planning in NJ Gay & Lesbian clients- additional items to discuss at estate planning interview      In the absence of a Will or other legal arrangement to…
  • Feb 11

    Funding the Bequests in NJ

    Funding the Bequests in NJ
    Funding the Bequests in NJWills and trusts often provide for specific gifts of cash ("I give my niece $50,000 if she survives me") or property ("My grandfather clock to my granddaughter Nina") before the balance, or residue, is distributed.…
Rank this Week: 4280

German Law Group Blog

German Law Group Blog

Covers estate planning.

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

    Have You Considered Child Guardianship?

    Have You Considered Child Guardianship?
    When you are in high school, clearly, you are growing up, and you are not necessarily going to be extraordinarily mature. Some people grow up more quickly than others, but there are different stages of life that are inevitable. Once you enter…
  • Feb 8

    A Look at Three Advanced Estate Planning Technique

    A Look at Three Advanced Estate Planning Technique
    To many people, the whole process of estate planning boils down to the statement of your final wishes in a last will. In reality, a will could suffice under very simple circumstances, but in many cases, more advanced estate planning…
  • Jan 28

    Can Assets in a Living Trust Impact Medicaid Eligibility?

    Can Assets in a Living Trust Impact Medicaid Eligibility?
    There are a number of very useful things that can be accomplished through the creation of a revocable living trust. Assets in this type of trust can be distributed outside of probate, and this is one advantage. Secondly, you can include…
Rank this Week: 2890

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: 2661

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Feb 3

    New York Estate Planning Is Essential to Avoid Estate Settlement Dispute

    New York Estate Planning Is Essential to Avoid Estate Settlement Dispute
    New York Estate Settlement can be complicated by many different factors.  After a person dies a fiduciary such as an Executor or Administrator will be appointed to handle estate affairs.  The New York Probate Lawyer Blog has…
  • Jan 27

    New York Estates May Involve The Possession of Residential Apartment

    New York Estates May Involve The Possession of Residential Apartment
    When a person dies, one of the first tasks that a family and fiduciary face is to take control over the decedent’s residence. New York estate lawyers are aware that accessing and securing a decedent’s home can often be difficult…
  • Jan 20

    A New York Supplemental Needs Trust Must Be Clearly Stated In Estate Planning Document

    A New York Supplemental Needs Trust Must Be Clearly Stated In Estate Planning Document
    A Supplemental Needs Trust (SNT) is an important mechanism to provide financial security for persons with disabilities. The New York Probate Lawyer Blog has posted a number of articles regarding the requirements and benefits of a SNT.…
Rank this Week: 4524

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 29

    Who is Responsible for Protecting Your Rights as a Shareholder?

    Who is Responsible for Protecting Your Rights as a Shareholder?
    Becoming a shareholder in a corporation is a weighty decision. You are deciding that you trust a company enough to invest. Sometimes, it’s hard to be certain that the company is holding up its end of the deal. As a shareholder, you have…
  • Jan 22

    Exactly How Does Power of Attorney Work?

    Exactly How Does Power of Attorney Work?
    Some people think that establishing power of attorney is only for the very wealthy, or those with pressing health concerns. In fact, it’s a good idea for every person to have this important safeguard in place. With the help of a good…
  • Jan 15

    Why a Nonprofit Nursing Home May Be the Best Option for Your Loved One

    Why a Nonprofit Nursing Home May Be the Best Option for Your Loved One
    Choosing a nursing home facility for an elderly loved one is a difficult decision for a family to make. There are so many factors at play: quality of care, distance from home, and a pleasant environment, among others. Many options may be…
Rank this Week: 1784

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jan 27

    A Warning for Long-Term Care Patients: Monitor Your B12 Level

    A Warning for Long-Term Care Patients: Monitor Your B12 Level
    Today’s entry is a little different from my usual blogs, and it’s written especially for my clients who are currently receiving some form of long-term care. A brand-new study out of Canada, reported in U.S. News & World…
  • Jan 20

    You Can’t Paint Long-Term Care Insurance with a Broad Brush

    You Can’t Paint Long-Term Care Insurance with a Broad Brush
    Forbes has an interesting new article that traces the history of long-term care insurance in America. It’s a topic I suspect many college history courses fail to touch upon, and not many more law school classes either. Essentially, the…
  • Jan 13

    A New Year, A New Hope for Dementia

    A New Year, A New Hope for Dementia
    Star Wars is all anyone is talking about these days, so I supposed it’s appropriate to be blogging about “a new hope.” (For those who’ve been hiding under an asteroid for the last forty years, A New Hope is the…
Rank this Week: 3859

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: 2395

California Probate and Estate…

California Probate and Estate Planning Blog

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

http://www.californiaprobate.info/blog
  • Jan 22

    Forgotten Assets Commonly Omitted from Trust funding

    Forgotten Assets Commonly Omitted from Trust funding
    Having been an estate planning attorney for over 20 years I have come up with a short list of the forgotten assets that are most commonly omitted from trust funding.  That is, these assets are frequently found after death titled in…
  • Dec 29

    PATH – Protecting Americans From Tax Hikes Act of 2015

    PATH – Protecting Americans From Tax Hikes Act of 2015
    We in the tax and estate planning world love acronyms so no surprise the governments newest tax law is called “PATH” which stands for Protecting Americans from Tax Hikes act of 2015.   I like to blog about estate taxes…
  • Dec 26

    NEW IRS Form 8971 – BASIS reporting

    NEW IRS Form 8971 – BASIS reporting
    HOT OFF THE PRESSES:  The Internal Revenue Service has released a draft of a new Form 8971 for reporting basis information in accordance with new IRC section 6035 for assets held by a decedent and reported on a federal estate…
Rank this Week: 3190

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jan 16

    Beverly Hills Bar Association Program – Wills, Evidence and Henry VIII: A Discussion of Estate of Duke

    Beverly Hills Bar Association Program – Wills, Evidence and Henry VIII: A Discussion of Estate of Duke
    Firm partner, Yasha Bronshteyn, is looking forward to attending the A Discussion of Estate of Duke which will be presented on January 19, 2016, at Lawry’s in Beverly Hills, by the Beverly Hills Bar Association-Trust & Wills…
  • Dec 3

    Mental Competence/Conservatorship

    Mental Competence/Conservatorship
    Looks like an attempt at a potential conservatorship of Sumner Redstone the 92-year-old executive chairman of Viacom Inc. and CBS Corp.  However, at this juncture Mr. Redstone will not have to submit to a battery of medical tests to…
  • Oct 10

    Probate Lawyers’ Breakfast Club – with Judge Daniel S. Murphy

    Probate Lawyers’ Breakfast Club – with Judge Daniel S. Murphy
    Ginzburg & Bronhteyn, LLP, Trust Litigator and firm partner, Yasha Bronshteyn, will attend the Probate Lawyers Event presented by ADR Services on October 27, 2015, where Judge Daniel S. Murphy, most recently sitting in Department 29…
Rank this Week: 3519

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
  • Jan 10

    4 Federal Trademark Benefit

    4 Federal Trademark Benefit
    One of the most common questions people ask trademark attorneys is: Why should I apply for federal trademark registration — what benefits does it provide? Well, there are actually lots of benefits, but there are four (4) principal…
  • Nov 2

    Passing Values, Not Just Money, via Incentive Trust

    Passing Values, Not Just Money, via Incentive Trust
    It's one of the deepest felt concerns. How can you pass your values onto your children and grandchildren even if you pass away earlier than you expect? Letters, family trips and treasured memories are one way to leave a legacy, but what about…
  • Sep 28

    Kids Off to College? It Might Be Time for an Estate Plan Update

    Kids Off to College? It Might Be Time for an Estate Plan Update
    You're finally an empty nester. After sending the youngest of your kids off to college, you are a mixed bag of emotions. On one hand, you're happy to see your kids fly the coup and spread their wings. On the other, you're wondering where time…
Rank this Week: 4694

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

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

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 4

    How Can You Minimize Your Estate Tax Exposure?

    How Can You Minimize Your Estate Tax Exposure?
    People in most areas of the country have just one estate tax to concern themselves with. The federal estate tax is applicable everywhere, but the good news is that there is a relatively large estate tax exclusion. The credit or exclusion is…
Rank this Week: 2471

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/
  • Dec 24

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute
    As the year draws to a close, I sometimes recall the stresses of final exam season from my law school days. In the spirit of reminiscence, I’ll pose a quick final-exam-like fact pattern: Jane owned a parcel of real property in New Hyde…
  • Nov 30

    The Essentials of a Discovery Proceeding

    The Essentials of a Discovery Proceeding
    This month’s blog post will address a recent decision by the Appellate Division, First Department, entered in In re Perelman, that helps reiterate and define the parameters of discovery proceedings. The case is interesting not only for…
  • Aug 14

    Dishonesty and Improvidence as Grounds for Disqualification of a Fiduciary

    Dishonesty and Improvidence as Grounds for Disqualification of a Fiduciary
    A recent decision of the Richmond County Surrogate’s Court addressed a frequently litigated issue in Surrogate’s Court litigation – – whether the proposed or nominated fiduciary should be disqualified from serving in a…
Rank this Week: 4095

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/
  • Dec 22

    The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

    The Hardship Exception to the Medicaid Penalty Period: Rare But Possible
    If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an "undue hardship." The…
  • Dec 22

    How Your IRA Can Benefit Both Your Heirs and Charity

    How Your IRA Can Benefit Both Your Heirs and Charity
    Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. The post How…
  • Dec 4

    Should an Annuity Be Part of Your Retirement Planning?

    Should an Annuity Be Part of Your Retirement Planning?
    Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused.  The post Should an Annuity Be Part of Your Retirement Planning? appeared first on Boydstun.
Rank this Week: 2437