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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Sep 20

    Sitkoff to Chair Committee on Divided Trusteeship

    Sitkoff to Chair Committee on Divided Trusteeship
    Robert H. Sitkoff, the John L. Gray Professor of Law at Harvard Law School, has been named Chair of the Uniform Law Commission (ULC) drafting committee for an Act on Divided Trusteeship. The problem of a divided trusteeship stems from...
  • Sep 20

    Article on America's Gun Trust War

    Article on America's Gun Trust War
    Lee-Ford Tritt (University of Florida Levin College of Law, Professor of Law) recently published an article entitled, Dispatches from the Trenches of America’s Great Gun Trust Wars, 108 Nw. L. Rev. 743-765 (2014). Provided below is the…
  • Sep 20

    New Jersey Estate and Inheritance Tax Reform Bill

    New Jersey Estate and Inheritance Tax Reform Bill
    As I have previously discussed, state lawmakers in New Jersey are currently considering changes to the state’s estate and inheritance tax statutes. There are currently multiple bills being considered that range from raising the threshold…
Rank this Week: 54

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: 250

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: 340

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Sep 15

    Not Everybody Needs A Trust

    Not Everybody Needs A Trust
    Every Spring, when the snowbirds have returned to New York, your lawblogger gets a rash of inquiries about trusts. Some folks are absolutely insistent but don't really have a good explanation for this. I usually ask at this point which…
  • Aug 23

    Power Of Attorney Not Always Easy To Use

    Power Of Attorney Not Always Easy To Use
    An article in today's New York Times sheds some interesting light on powers of attorney and their sometimes unforeseen drawbacks. Your lawblogger thinks it is well worth a look.
  • Aug 21

    Anna Nicole Smith Estate (Finally) Out Of Court

    Anna Nicole Smith Estate (Finally) Out Of Court
    The ABA Journal reports on the final failure of the Estate of Anna Nicole Smith to recover  hundreds of millions of dollars from the estate of her late husband J. Howard Marshall. Marshall, a Texas oil billionaire died at 89, a year…
Rank this Week: 567

Fiduciary Folio

Fiduciary Folio

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

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

    Probate court deadlines - In re Estate of Loyd

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

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

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

    Opelika, Alabama "Wills for Heroes" Event

    Opelika, Alabama "Wills for Heroes" Event
    [...]
Rank this Week: 623

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
  • Sep 16

    U.S. Federal Trademark Filing

    U.S. Federal Trademark Filing
    In 2013, more than 300,000 trademarks and service marks were filed across 45 different classes of goods and services with the United States Patent & Trademark ("USPTO"); however, less than 200,000 trademarks were registered by the USPTO…
  • Aug 29

    ALS Association Ice Bucket Challenge Trademark Filing

    ALS Association Ice Bucket Challenge Trademark Filing
    The ALS Association has filed an application to register a federal trademark for "Ice Bucket Challenge", the viral sensation that has swept the nation this summer. Although most Americans likely associate "Ice Bucket Challenge" with the ALS…
  • Jul 30

    What is a Family Limited Partnership?

    What is a Family Limited Partnership?
    A family limited partnership, or FLP, can allow a taxpayer to leverage two federal tax devices in conjunction with a technique known as “discounting” in order to reduce the amount of federal tax imposed at the time of that…
Rank this Week: 637

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/
  • Sep 19

    A Map Through the Punitive Damages Forest

    A Map Through the Punitive Damages Forest
    Yehuda Adar, Touring the Punitive Damages Forest: A Proposed Roadmap, 1 Osservatorio Del Diritto Civile E Commerciale [The Civ. & Com. L. Observer] 275 (2012), available at SSRN.Sheila ScheuermanThe questions raised by punitive damages…
  • Sep 17

    Next Up, Incest

    Next Up, Incest
    Anthony C. Infanti, Big (Gay) Love: Has the IRS Legalized Polygamy?, N.C.L. Rev. Addendum (forthcoming, 2014), available at SSRN.Lily KahngGay marriage opponents love to fear monger about the slippery slope of extending marriage beyond…
  • Sep 16

    Those Are Pearls That Were His Eye

    Those Are Pearls That Were His Eye
    Valentina Vadi, War, Memory, and Culture: The Uncertain Legal Status of Historic Sunken Warships Under International Law, 37 Tul. Mar. L. J. 333 (2013).Stephen UriceFull fathom five thy father…
Rank this Week: 979

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Sep 17

    court Decides if Will Should be Held Invalid Due to Statute of Limitation

    court Decides if Will Should be Held Invalid Due to Statute of Limitation
    A New York Probate Lawyer said that, this is a proceeding to vacate a decree of probate and to allow the petitioners to withdraw the waivers of process, consents to probate they executed on May 17, 1999. The petitioners are the decedent's…
  • Sep 16

    Court Finds Issues with Preprinted Trust

    Court Finds Issues with Preprinted Trust
    A New York Probate Lawyer said that, this case, and an analogous matter decided on the same day, raise troubling questions about the use of pre-printed or form living trusts, which are now being heavily marketed in New York State. The instant…
  • Sep 16

    Court Decides if Decedent Meant to Name Petitioner as Sole Fiduciary

    Court Decides if Decedent Meant to Name Petitioner as Sole Fiduciary
    A New York Probate Lawyer said that, this case, and an analogous matter decided on the same day, raise troubling questions about the use of pre-printed or form living trusts, which are now being heavily marketed in New York State. The instant…
Rank this Week: 989

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/
  • Aug 25

    Estate Planning: Dealing with your digital death instead of before

    Estate Planning: Dealing with your digital death instead of before
    Portland company WebCease is making waves in the probate and estate-planning community by helping attorneys and grieving families locate the deceased's digital accounts. CEO Glenn Williamson aims to be the first to provide this service to…
  • Aug 18

    Three Documents Every 18-Year-Old Should Sign

    Three Documents Every 18-Year-Old Should Sign
    As most young adults are about to return to college, most parents do not think about the fact that not that their child is 18 they are an adult in the eyes of the law. Deborah Jacobs has written an article on this in Forbes outlining two…
  • Aug 14

    Do I need to go through a lawyer to make a will in Florida or can I use a website like legalzoom?

    Do I need to go through a lawyer to make a will in Florida or can I use a website like legalzoom?
    You can use a website or create your own will in Florida, but we find that some people do not create valid wills, or create wills that do things other than what they want. We only charge $200 for a will so an online will does not save very…
Rank this Week: 946

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: 1039

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/
  • Sep 8

    Protect Parents’ Asset

    Protect Parents’ Asset
    As parents age, the risk of health problems grows. The Sandwich Generation—those caring for both their children and their parents, may experience the stresses and expenses of elder care, and then more issues later with probate of a…
  • Sep 5

    Asset Protection and Marriage

    Asset Protection and Marriage
    In the process of legally dissolving a marriage, the fate of assets may not match a spouse’s intentions. What should couples know about spousal claims and providing for children? Prenuptial and Postnuptial Agreements The terms of…
  • Sep 2

    3 Problems With Life Estate Title of Real Property

    3 Problems With Life Estate Title of Real Property
    Real estate laws in North Carolina allow property owners to create and convey remainder interests in real property, while retaining lifetime rights to the property (a life estate). This is one way to transfer parents’ real property to…
Rank this Week: 1092

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: 1168

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: 1413

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Sep 16

    What to Know Before You Withdraw Your Retirement Fund

    What to Know Before You Withdraw Your Retirement Fund
    The longer you live, the more situations you will encounter where cash would certainly come in handy. Whether you face significant medical expenses, incur debt in an upside-down mortgage, or simply could use more liquidity in terms of assets…
  • Sep 2

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 2

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 2
    According to the FBI, senior citizens are one of the most vulnerable groups of people targeted by scam artists. Over the past year, there have been thousands of cases of fraud against elderly adults. Some of these schemes include healthcare…
  • Aug 26

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 1

    Elder Scam Artists – How to Beat Them at Their Own Game – Part 1
    No matter what age, all people are somewhat vulnerable to expert scam artists. They prey on desires and fears, and try to trick people into giving them personal information. Most people, however, have a healthy enough dose of skepticism to…
Rank this Week: 2241

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: 2123

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
  • Aug 20

    Robin Williams estate in the new

    Robin Williams estate in the new
    I was reading this article about Robin Williams’ estate. It is written by a Minnesota lawyer.  I am not saying the story is “wrong” but it is a little misleading. Now that makes for better reading than a 100% accurate…
  • Aug 12

    California Insurance Code Section 10113.71 Form

    California Insurance Code Section 10113.71 Form
    Have you gotten forms from your life insurance companies giving you the option of providing them an alternate person to receive your lapse notices? I love this! It all stems from California Assembly Bill 1747 which became effective January 1,…
  • Aug 7

    Ask your parents some tough questions to help everybody

    Ask your parents some tough questions to help everybody
    Back in 2012 I posted a blog about talking to your parents about their estate plan. I called it “5 Questions to ask YOUR parents about their estate plan.”  I encourage you to read it before reading on…. The key…
Rank this Week: 1606

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Aug 14

    Organ Donation--Not Just a Yes or No Choice

    Organ Donation--Not Just a Yes or No Choice
    When you go the DMV for a drivers license, you might check a box regarding organ donation. At the DMV in Virginia, organ donation is a yes or no question. You either check the box to become a donor or leave to box blank to not to become a…
  • Jul 23

    Resigning as Trustee

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

    About Alvi Aggarwal

    About Alvi Aggarwal
    Specific Things I Do Create wills, trusts (all kinds), powers of attorney, and medical directives Assist with probate of wills and the carring out the instructions in wills Help trustees administer trusts properly Advise beneficiaries about…
Rank this Week: 1900

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
  • Aug 12

    Florida Trust Termination

    Florida Trust Termination
    People create trusts for a variety of reasons.  Some create them for creditor protection.  Others create them because they are concerned about providing the beneficiaries with large sums of money all at once.  Although these…
  • Jul 2

    Spousal Inheritance after Divorce

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

    Elective Share for the Surviving Spouse

    Elective Share for the Surviving Spouse
    Can we agree to something else? The law in Florida is clear in its intentions to protect a surviving spouse from being disinherited.  Fla. Stat. 732.201-732.2155 specifies the applicable rules for a surviving spouse to claim the elective…
Rank this Week: 1823

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Aug 4

    Who has priority to act as personal representative in Florida?

    Who has priority to act as personal representative in Florida?
    If there is NO Last Will and Testament, the Florida Statutes indicate who has priority to act as personal representative (PR) and the law aligns with common sense. Florida Statute 733.301 733.301 Preference in appointment of personal…
  • Jul 17

    Small Estate Affidavits: Where to find them?

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

    Letters of Administration – Do you really need them?!

    Letters of Administration – Do you really need them?!
    I can’t say this enough: There are many situations where you do not need letters of administration. Many. Yes, the bank or customer service agent you are talking to says you do…but they are just reading from a policy manual or a…
Rank this Week: 2075

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: 2182

Los Angeles Probate and Trust…

Los Angeles Probate and Trust Lawyer Blog

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

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

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

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

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

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

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

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?
    I was out to dinner the other night and overheard a brother and sister discussing their father and his new young bride and her pregnancy. The conversation started in muted whispers however, it didn't take long until their voices got...
Rank this Week: 1764

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/
  • Oct 29

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

    Oops, They Did It Again! Make Sure That You Don’t Also
    Last week a client came in and asked me to review her “Estate Planning Portfolio” which had been drafted by another attorney a few years ago. The client was proud that she had a Revocable Living Trust in her portfolio because a…
  • Aug 18

    Even Aging in Place Requires a Plan

    Even Aging in Place Requires a Plan
    If you expect to age in place in your own home, you need to plan how that will be accomplished.  Baby Boomers are now caring for their parents.  Because there are so many Baby Boomers there is a large pool of people who can be…
  • Aug 18

    Even Aging in Place Requires a Plan

    Even Aging in Place Requires a Plan
    If you expect to age in place in your own home, you need to plan how that will be accomplished.  Baby Boomers are now caring for their parents.  Because there are so many Baby Boomers there is a large pool of people who can be…
Rank this Week: 1549

Florida Probate and Estate…

Florida Probate and Estate Planning Blog

Answers probate and estate law questions. By Fortenberry Legal.

http://www.floridaprobatesolutions.com/blog/
  • Oct 29

    Rights of Stepchildren to Assets of a Deceased Parent in Probate

    Rights of Stepchildren to Assets of a Deceased Parent in Probate
    Here’s a scenario that I get so often that it deserves its own blog post:  Dad dies. Stepchildren claim that stepmother is taking dad’s assets and not communicating with them. Stepmother claims that all of the marital assets…
  • Oct 22

    Formal Florida Probate Administration in 10 Step

    Formal Florida Probate Administration in 10 Step
    Of the various types of Florida probate proceedings, formal administration is the most common.  Like any probate matter, Florida probate administration can vary depending on the size of the estate, the decedent’s asset…
  • Oct 29

    Proposed Amendments to Florida Constitution Would Extend Homestead Benefit

    Proposed Amendments to Florida Constitution Would Extend Homestead Benefit
    For Florida voters, November 6 is about more than the presidential election.  The ballot includes 11 proposed changes to Florida’s constitution. These changes, which would require 60 percent of the vote to pass, deal with some…
Rank this Week: 1759

New York Guardian Law

New York Guardian Law

Covers the guardianship process and life as a guardian. By the Law Office of Daniel A. Jimenez P.C.

http://nyguardian.blogspot.com/
  • Jan 9

    Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)

    Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)
    I have had the opportunity to meet with many new parents to discuss what steps they need to take in order to make sure their loved ones are provided for should the unexpected occur.  The trust that these individuals have placed in my…
  • Dec 3

    Calls for increased monitoring of Article 81 guardian

    Calls for increased monitoring of Article 81 guardian
    Today the New York Law Journal has an article relating to a clinic run by the Benjamin N. Cardozo School of Law and the recommendations it has put forward regarding monitoring and standardization of Article 81 guardianship practice. I am…
  • Sep 19

    Who inherits the intangible iTunes library? or my World of Warcraft avatar?

    Who inherits the intangible iTunes library? or my World of Warcraft avatar?
    A friend of mine just pointed out a very interesting article on Marketwatch, who inherits your itunes library, which deals with the new reality of music and book ownership. 
Rank this Week: 2064

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

Discusses the complications, pitfalls, and the overall state of affairs of trusts and estates in Canada. By Megan F. Connolly.

http://www.torontoestatemonitor.com/
  • Mar 7

    A Faulty Settlement and Some Buyer's Remorse

    A Faulty Settlement and Some Buyer's Remorse
    The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from “buyer’s remorse”. 
  • Mar 5

    Some Tips on Paying Estate Debt

    Some Tips on Paying Estate Debt
    One of an estate trustee’s duties is to pay the debts that a deceased individual owed when he or she died.  As I have previously discussed, the estate trustee is generally not personally liable for the deceased’s debts – they are paid…
  • Feb 29

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 2003

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/
  • Sep 19

    Making Your Intentions Clear in a Will

    Making Your Intentions Clear in a Will
    A successful estate plan makes the final distribution of a person's property plain and clear. Ambiguity in a will or trust may lead to costly litigation over conflicting interpretations of a person's intent. But even the best executed estate…
  • Sep 18

    Naming Backup Beneficiaries In Your Will or Trust

    Naming Backup Beneficiaries In Your Will or Trust
    In creating a will or trust, a person may make specific bequests of property to a chosen beneficiary. But what happens if that beneficiary does not survive the person making the bequest? A well-drafted will or trust must anticipate such…
  • Sep 5

    California May Adopt Uniform Law on Conservatorship

    California May Adopt Uniform Law on Conservatorship
    California is poised to join the majority of its sister states in adopting a uniform law designed to promote interstate cooperation on the subject of adult conservatorship proceedings. In May, the California Senate passed SB-940, a bill that…
Rank this Week: 2271

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Sep 19

    Two Wills You May Overlook

    Two Wills You May Overlook
    There are a number of estate planning documents that the typical layperson may not have ever heard of, but the last will is certainly not among them. This document is the most frequently used estate planning tool and we all know that it can…
  • Sep 17

    The Legacy of Jerry Bu

    The Legacy of Jerry Bu
    Legacy planning is something to consider when you are thinking about the future. It is important to take care of the practical side of things and properly arrange for the transfer of your assets to your loved ones of course. However, many…
  • Sep 15

    Inheritance Assumptions May Not Be Wise

    Inheritance Assumptions May Not Be Wise
    Of course nobody wants to see their parents or grandparents pass away, and when this takes place it can be emotionally devastating. That being stated, everyone does pass away. As a result it would be disingenuous to suggest that people do not…
Rank this Week: 3087

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/
  • Sep 19

    The Difference Between Medicare and Medicaid

    The Difference Between Medicare and Medicaid
    In this article, I am going to explain the difference between Medicaid and Medicare. I’m going to give you a brief discussion of both, and then hopefully the differences will be clear, especially as it applies to coverage in a nursing…
  • Sep 19

    What is a Lady Bird Deed? (or Enhanced Life Estate Deed)

    What is a Lady Bird Deed? (or Enhanced Life Estate Deed)
    What is a Lady Bird Deed? Also known as an Enhanced Life Estate. So let us first start on the discussion of what’s a life estate. Then we will go one step further to explain what is an Enhanced Life Estate or Lady Bird Deed. So…
  • Sep 12

    Does Medicare Pay for the Nursing Home?

    Does Medicare Pay for the Nursing Home?
    In this article, I’m going to answer the question, “Does Medicare pay for a Nursing Home?” First, you need to have Medicare coverage.  That mean’s you’re over 65 or you have been on social security…
Rank this Week: 4948

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
  • Sep 19

    Tips for Designating IRA Beneficiarie

    Tips for Designating IRA Beneficiarie
    Wendy S. Goffe wrote a great guest article on Forbes.com last week that offered tips to avoid problems that can result from incomplete or inaccurate IRA beneficiary designations. Below are her recommendations Name a primary beneficiary (or…
  • Sep 10

    Can The Beneficiary Of My Estate Also Be My Executor?

    Can The Beneficiary Of My Estate Also Be My Executor?
    I’ve received several emails the past few weeks asking whether it is possible for a beneficiary of an estate to also serve as executor. Naming someone as the executor of your estate does not preclude him or her from inheriting from you.…
  • Sep 5

    If You Are A Part of A Blended Family, You Need A Will

    If You Are A Part of A Blended Family, You Need A Will
    I got an email from someone this week whose husband did not have a Will. She and her husband had been married for 17 years. He had three children from a prior marriage, and they had one child together. Before they got married, he bought a…
Rank this Week: 4788

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Sep 19

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Selena Quintanilla-Perez (1971-1995) – Singer, Songwriter & Dancer Selena Quintanilla-Perez, known as Selena, was an American singer, songwriter, fashion designer, and entrepreneur. At the age of twelve she released her first record…
  • Sep 17

    Thought for the Day:

    Thought for the Day:
    Limitations live only in our minds.  But if we use our imaginations, our possibilities become limitless. Jamie Paolinetti
  • Sep 17

    A Strange Historical Fact

    A Strange Historical Fact
    American history is full of strange and mostly forgotten facts that we cannot believe to be true when we first hear about them. Yet, they are true. One such fact is that it was a mistake to designate money in a Will to be used to free slaves…
Rank this Week: 2681

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
Rank this Week: 3957

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/
  • Sep 18

    As Prince Harry Inherits From Diana's Estate, Troubling Questions Remain

    As Prince Harry Inherits From Diana's Estate, Troubling Questions Remain
    Prince Harry celebrated his 30th birthday earlier this week. His mother, the iconic Princess Diana, passed away over 17 years ago, following the tragic crash as Diana and Dodi Fayed sped away from paparazzi in France. What was so special…
  • Sep 10

    Joan Rivers Teaches Lesson About Termination Of Life Support

    Joan Rivers Teaches Lesson About Termination Of Life Support
    “I ain’t afraid of death.” Joan Rivers once told Time Magazine, “I’m in show business. I died a million times.” Aging. Dying. Death. Concepts no one likes to think about, much less talk about. Of the many…
  • Sep 10

    Celebrity Legacies: The Fleecing Of The Elvis Presley Estate

    Celebrity Legacies: The Fleecing Of The Elvis Presley Estate
    Elvis Presley earned more than one billion dollars during his career … so why was his estate worth only about ten million dollars when he died? How did things get even worse for his heirs afterwards? And what would Elvis Presley say…
Rank this Week: 4523

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Sep 18

    Take Time When Choosing an Agent

    Take Time When Choosing an Agent
    When you make a power of attorney you will select an agent, also called an attorney-in-fact who will represent your interests or make decisions on your behalf. Through the power of attorney document you create you will grant your attorney…
  • Sep 16

    3 Big Mistakes in Special Needs Planning

    3 Big Mistakes in Special Needs Planning
    A special needs plan is an essential piece of any estate plan for people who have special needs family members. Whether you have a child with disabilities, or an adult child or relative who is unable to care for his or her personal or…
  • Sep 11

    When I Write a Will, What Does it Cover?

    When I Write a Will, What Does it Cover?
    When people in Minnesota create an estate plan, those plans will rely on several different tools, such as a last will and testament. It’s important for you to understand what each of these tools does if you want to get the most out of…
Rank this Week: 3170

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/
  • Sep 18

    Can I Be Held Responsible for a Parent’s Nursing Home Expenses?

    Can I Be Held Responsible for a Parent’s Nursing Home Expenses?
    Nursing home expenses are a very big cause of concern within the elder care community. The post Can I Be Held Responsible for a Parent’s Nursing Home Expenses? appeared first on Law Office of Roy W. Litherland.
  • Sep 17

    Gifting Money to Your Children AFTER You’ve Entered a Nursing Home (An Elder Law Today Blog)

    Gifting Money to Your Children AFTER You’ve Entered a Nursing Home (An Elder Law Today Blog)
    There are so many misconceptions surrounding Medi-Cal with respect to financial gifts, that we thought we would address some of the more frequently asked questions The post Gifting Money to Your Children AFTER You’ve Entered a Nursing…
  • Sep 16

    Do I Need Anything In Addition to My Last Will?

    Do I Need Anything In Addition to My Last Will?
    If you had a last will, you would need incapacity documents as well. However, you don't necessarily have to use a last will to facilitate asset transfers to your loved ones. The post Do I Need Anything In Addition to My Last Will? appeared…
Rank this Week: 2682

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

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

http://longislandestatesattorney.com/faqs/
  • Sep 17

    Is Ingratiating Oneself with an Elderly Person Undue Influence?

    Is Ingratiating Oneself with an Elderly Person Undue Influence?
    When is Friendliness with an Elderly Person Crossing the Line One of the more common themes that people argue when they are contesting a will is that someone who has suddenly become a major beneficiary in the will somehow used undue influence…
  • Sep 14

    Defending a Will Contest on Long Island

    Defending a Will Contest on Long Island
    Strategies for the Executor When Someone Objects There are numerous reasons why a party may want to object to either part or all of a will in Long Island, New York. In some cases, a will objection may just be the result of family…
  • Sep 2

    How do I Bring Forgery Charges Against Somebody in Long Island?

    How do I Bring Forgery Charges Against Somebody in Long Island?
    How to Handle a Fake or Tampered Will While not common, wills do get tampered with, and even faked all together, from time to time. Will forgery is not only immoral and no only leads to disputes in Surrogate’s Court, but it is also…
Rank this Week: 3675

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Sep 17

    New York Surrogate’s Courts Require Proper Venue for Estate Proceeding

    New York Surrogate’s Courts Require Proper Venue for Estate Proceeding
    The Surrogate’s Courts in New York are located in the various counties.  There is a Manhattan (New York County) Surrogate’s Court, Queens County Surrogate’s Court, Kings County Surrogate’s Court and so on. …
  • Sep 10

    New York Undue Influence Can Be Difficult to Prove

    New York Undue Influence Can Be Difficult to Prove
    A New York Estate Attorney is familiar with cases where a family member claims that a lifetime transfer of assets or a disposition in a Last Will is the subject of undue influence. Such claims when they arise during the life of a person who…
  • Sep 3

    New York Will Consents Can Delay Estate Settlement

    New York Will Consents Can Delay Estate Settlement
    Following a person’s death, a petition may be filed with the Surrogate’s Court for the probate of the decedent’s Last Will. Usually, the person nominated as the Executor in the Will engages a New York Estate Lawyer for…
Rank this Week: 4536

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Sep 17

    Don’t Give Away Money Until You Know You Won’t Need It

    Don’t Give Away Money Until You Know You Won’t Need It
    Many in their 50s and older are thinking about gifting money to their adult children. Many are unsure if they can afford to do so. That’s because the real question they are asking is whether they have saved enough for … Continue…
  • Sep 10

    Estate Planning Nightmares To Avoid

    Estate Planning Nightmares To Avoid
    When it comes to estate planning, there are some big mistakes that you should take pains to avoid. Problems can begin when parents and their offspring haven’t talked about the subject. And even when they do, they often don’t get…
  • Sep 5

    Consider a MOLST form

    Consider a MOLST form
    Many of us have signed a health care proxy form — a legal document in which we appoint someone to make medical decisions for us if we become incapacitated. But in Massachusetts, and in many other states, there is another ……
Rank this Week: 3937

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Sep 17

    3 Tips for Incapacity Planning

    3 Tips for Incapacity Planning
    Regardless of your age or circumstances, everyone  should have an incapacity plan. The law allows capable adults to make decisions about what they want to happen to them should they lose their ability to communicate or make choices. This…
  • Sep 16

    Serving Under a Power of Attorney: Commonly Asked Question

    Serving Under a Power of Attorney: Commonly Asked Question
    If you are ever asked to serve as an agent under a power of attorney, there are several issues you will need to consider before you accept. Serving as an agent comes with both responsibilities and privileges. The person asking you to serve as…
  • Sep 15

    Approaching Estate Planning When You’re Married

    Approaching Estate Planning When You’re Married
    Beginning the estate planning process is not always something people like to consider, but it is something that everyone, and especially married couples, needs to do. For married couples, the basic issues that your estate plan will have to…
Rank this Week: 2706

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Sep 14

    Can I Leave the House to my Children and not my Spouse? (Part 2)

    Can I Leave the House to my Children and not my Spouse? (Part 2)
                    Last week I was telling you about Sara, who called about her Mom.  Dad left the house to Sara and her sisters but because of something called the…
  • Sep 7

    Can I Leave the House to my Children instead of my Spouse?

    Can I Leave the House to my Children instead of my Spouse?
                    Sara called because her mom, living at home, needed nursing home care and would need Medicaid after spending down her remaining $20,000 of…
  • Sep 1

    Little Known Law May Help Seniors Needing Long Term Care (Part 2)

    Little Known Law May Help Seniors Needing Long Term Care (Part 2)
                    Last week we were discussing a little known law that can be a boon to seniors.  The Pension Protection Act of 2006 contains provisions that allow…
Rank this Week: 2993

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
  • Sep 12

    Unmarried Couples Have Acute Need for Estate Planning

    Unmarried Couples Have Acute Need for Estate Planning
    I sometimes review and answer basic questions in online legal forums. Some questions are truly “off the wall”, while others are thought-provoking. The following question was recently posed in an online Q&A forum: QUESTION: A…
  • Sep 2

    New Illinois Law Questions Bequests to Non-Family Caregiver

    New Illinois Law Questions Bequests to Non-Family Caregiver
    On August 26, 2014, Illinois Governor Pat Quinn signed into law a brand new section in the Illinois Probate Act, at 755 ILCS 5/4-a, entitled “Presumptively Void Transfers.” While the intent of the new law is aimed squarely at…
  • Aug 26

    5 Ways to Wreck a Good Estate Plan

    5 Ways to Wreck a Good Estate Plan
    You’ve taken the important step of working with an estate planning to attorney to create an estate plan tailored to your needs. Maybe you’ve created a trust, a will and powers of attorney. You feel a sense of peace of mind. And…
Rank this Week: 3133

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: 4350

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Sep 7

    Los Angeles Bar Association Trust and Wills Symposium

    Los Angeles Bar Association Trust and Wills Symposium
    Firm partner, Yasha Bronshteyn, is looking forward to attending the People Behaving Badly: Trustees and Beneficiaries Abusing Each Other and Settlors program being presented on September 19, 2014, at the Millennium Biltmore Grand,…
  • Sep 7

    Probate Schedule at the San Farncisco Superior Court

    Probate Schedule at the San Farncisco Superior Court
    Hearing dates for probate matters at the San Francisco Superior Court located at  400 McAllister St., Department 204, San Francisco, CA 94102-4514 are assigned by the filing clerk at the time the petition is filed. The typical schedule…
  • Aug 2

    New Judical Officer to Hear Conservatorships, Trust Matters, and other Probate Cases in Los Angeles Superior Court

    New Judical Officer to Hear Conservatorships, Trust Matters, and other Probate Cases in Los Angeles Superior Court
      Brenda Penny has been elected a Los Angeles Superior Court commissioner, Presiding Judge David Wesley informed judicial officers. Brenda Penny has been hearing the morning probate calendar in Department 5 of the Los Angeles Superior…
Rank this Week: 3736

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
  • Sep 2

    Joint Ownership of Asset

    Joint Ownership of Asset
    A significant portion of the assets we own are held jointly with another person. Almost anything, including real property, bank accounts, and investment accounts, can be, and often is, owned jointly. Therefore, it is of utmost importance to…
  • Jul 8

    What’s So Bad About Writing Your Own Will?

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

    New York Small Estates and Voluntary Administration

    New York Small Estates and Voluntary Administration
    When a person passes away leaving assets in their own name, their heirs generally have to go through probate or an administration proceeding to transfer those assets. Sometimes, however, the value of the assets is so small that it is not cost…
Rank this Week: 2500

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Sep 2

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust

    LONG TERM CHARITABLE GIVING: The Charitable Lead Trust
    Charitable donors are frequently in pursuit of a means for establishing a lifetime philanthropic legacy and effective estate planning. The utilization of a charitable trust provides a strategic option. The donor may choose to set up a trust…
  • Aug 25

    The Reasons We Give

    The Reasons We Give
    Estate planners often focus on the tax benefits of making a gift, as smart planning can help reduce or eliminate a wide array of taxes on the estate and individual. But if you thought the primary motivation for donor gift-giving was related…
  • Aug 19

    Do You Have a Claim for Tortious Interference With an Expected Inheritance?

    Do You Have a Claim for Tortious Interference With an Expected Inheritance?
    Tortious interference with an expected inheritance occurs when someone intentionally prevents, through fraud, duress, or other tortious means, another person from receiving an inheritance or gift that other person otherwise would have…
Rank this Week: 4137

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: 3671