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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Mar 2

    CLE: Estate Planning and Real Property Spring Symposia

    CLE: Estate Planning and Real Property Spring Symposia
    Registration is now open for the Estate Planning and Real Property Spring Symposia, which will be held Thursday, April 30 - Friday, May 1, 2015, in Washington, DC. Here is why you should attend: This year we are teaming up...
  • Mar 2

    Court Upholds Finding that Herman Hemsley Had Testamentary Capacity

    Court Upholds Finding that Herman Hemsley Had Testamentary Capacity
    Actor Herman Alexander Hemsley passed away in 2011, and named his business manager Flora Isela Enchinton Bernal as independent executrix and his sole beneficiary. A Texas appeals court recently heard a challenge to the probate court's…
  • Mar 2

    Considerations for Blended Familie

    Considerations for Blended Familie
    Second marriages bring additional estate planning considerations, especially when children from past relationships are involved. Here are some tips for addressing a blended family in estate planning: Communicate with the your new-spouse and…
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: 89

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

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

http://jotwell.com/
  • Mar 2

    The Law and Economics of the Civil Rights Revolution

    The Law and Economics of the Civil Rights Revolution
    Gavin Wright, Sharing the Prize: The Economics of the Civil Rights Revolution in the American South (2013).Christopher SchmidtQuantitative scholars too often seem intent on sucking the complexities and nuances out of history. Sometimes,…
  • Feb 27

    Making Cost Sharing Fairer and More Effective

    Making Cost Sharing Fairer and More Effective
    Christopher T. Robertson, Scaling Cost-Sharing to Wages: How Employers Can Reduce Health Spending and Provide Greater Economic Security, 14 Yale J. Health Pol’y L. & Ethics 239 (2014), available at SSRN.David OrentlicherWhile many…
  • Feb 25

    Judicial Competition for Case Filings in Civil Litigation

    Judicial Competition for Case Filings in Civil Litigation
    Daniel Klerman & Greg Reilly, Forum Selling, USC Center for Law and Social Science Research Papers Series No. CLASS14-35, available at SSRN.Allan ErbsenScholars have extensively explored how outcomes in civil litigation can hinge on an…
Rank this Week: 249

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 21

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

    Surrogate Denies Attempt To Renounce Infant’s Legacy In Order To Avoid Estate Tax
    The Brooklyn Eagle has reported that Kings County Surrogate  Diana Johnson  has denied a petition to renounce a  bequest to a grandchild of a decedent in the six million dollar estate of Sharon Lindsay. The total bequest to the…
  • Nov 3

    Make Sure Your Vital Information Doesn’t Die When You Do

    Make Sure Your Vital Information Doesn’t Die When You Do
    Twenty years ago, we always told our clients to make an inventory of their important information, give a copy to a child or trusted family member and leave a copy in a secure place for safekeeping. It’s amazing how much has changed in…
  • 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…
Rank this Week: 334

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: 431

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

http://www.probatelawyerblog.com/
  • Feb 23

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

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

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

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

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard

    Celebrity Legacies: Elizabeth Taylor's Estate Sets Gold Standard
    Elizabeth Taylor is known for many things: her successful acting career, recognition as perhaps the ultimate icon of Hollywood glitz and glamour, standing up as a champion for AIDS research, her popular perfume, and, of course, her string of…
Rank this Week: 598

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: 580

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

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

http://www.florida-probate-lawyer.com/probate
  • Feb 6

    Proving Undue Influence

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

    Time Share Scam

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

    Trust Modification under Florida’s Trust Code

    Trust Modification under Florida’s Trust Code
    Can a court consider extrinsic evidence when asked to modify a trust under the judicial modification statutes even if the trust instrument is unambiguous?  YES! Historically, common law rules of construction provided that the intent of a…
Rank this Week: 687

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/
  • Nov 10

    Estate Planning for Out-of-State Property

    Estate Planning for Out-of-State Property
    If you live in Florida and own property in another state an ancillary administration will be necessary upon the death of the owner(s) of that property. This special probate administration will be in addition to the administration you have…
  • Oct 29

    Revocable Trusts and Asset Protection

    Revocable Trusts and Asset Protection
    Many times we get questions from clients asking if their revocable trust provides asset protection from creditors. The answer to this is the typical legal answer "It Depends". That is it depends on who owes the money. In Florida a…
  • Oct 28

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 665

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: 867

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/
  • Sep 24

    Tax Filing Tips for Same-Sex Couples in Oakland County

    Tax Filing Tips for Same-Sex Couples in Oakland County
    Tax filing tips as a result of the Windsor ruling on same-sex couples By Marc Wander Cincinnati residents James Obergefell and John Arthur lived together and were in a committed and intimate relationship for more than 20 years. When John…
  • Sep 24

    Obamacare: GOP’s NEW plan to repeal and replace

    Obamacare: GOP’s NEW plan to repeal and replace
    Obamacare proposed to be repealed and replaced in GOP’s new bill By Mike Witzke A health-care bill will be unveiled by the Republican Study Committee in the House of Representatives to replace Obamacare. (Related: Gifts for…
  • Sep 24

    Gifts for Caregivers: Music, Magazines and Informative Video

    Gifts for Caregivers: Music, Magazines and Informative Video
    Gifts for caregivers are a great way to show your appreciation of their hard work! By Chris Berry Music is another one of the many wonderful gifts for caregivers. It has been show to help heal, reduce stress, and enhance … Continue…
Rank this Week: 826

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Petitioner Brings Action for Judicial Settlement of Trustee Account

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

    Court Decides Action for Partition of Real Property

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

    Widow Questions Will Construction

    Widow Questions Will Construction
    In rendering her account for judicial settlement, the executrix-widow has presented a number of questions for adjudication, including construction of the will. Objections were filed by the decedent's daughter (a devisee and residuary…
Rank this Week: 1027

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 26

    Body Snatchers: Who Controls Your Remains Under California Law?

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

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

    Going on Offense: We stand, we fight, we win. Albertson & Davidson, LLP
    Have to share this, our new video that describes how we feel about standing, fighting and winning for our clients.  Trust and Will lawsuits are about the principal for most people, not the money.  And sometimes, you have to fight…
  • Feb 21

    Why I Hate LexBlog…but I’ll get over it.

    Why I Hate LexBlog…but I’ll get over it.
    This blog, which we post to weekly, is hosted and supported by a company called LexBlog.  I love LexBlog, they have been a great platform on which to spread education on the topics I love most: Trust and Will disputes.  I have been…
Rank this Week: 1006

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 9

    Partition Action Solves Jointly Owned Property Dispute

    Partition Action Solves Jointly Owned Property Dispute
    In the wake of a loved one’s death, an individual often learns that he or she has inherited real property owned by the decedent.  In our practice, the client will often be one of multiple beneficiaries of the same parcel of…
  • Feb 3

    Appointment of Florida Public Guardian When Next of Kin Willing To Serve

    Appointment of Florida Public Guardian When Next of Kin Willing To Serve
    In Silveira v. Guardianship of Ana Maria Quiroga, the Chief Executive Officer of Kindred Hospital (“CEO”) filed a petition in the Florida guardianship court to determine whether Ana Maria Quiroga was legally…
  • Jan 13

    How to File a Lawsuit Against an Estate

    How to File a Lawsuit Against an Estate
    Clients often ask how to file a lawsuit against an estate.  The answer depends on what type of lawsuit is being contemplated to be filed.  The following answers pertain to Florida probate estates, but the answers can be similar in…
Rank this Week: 1214

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: 1192

The O'Brien Law Firm LLC Blog

The O'Brien Law Firm LLC Blog

Covers estate planning.

http://www.obrienlaw.net/blog/
  • Nov 13

    Be Aware Of Long-Term Care Cost

    Be Aware Of Long-Term Care Cost
    As you are doing the math and projecting a budget for the latter stages of your life you would do well to be aware of the high and rising costs associated with long-term care. First off, if you are under the impression that it is unlikely…
  • Nov 11

    What Are POD Accounts?

    What Are POD Accounts?
    When you are opening an account at a bank you may be offered the opportunity to select a payable on death (POD) option. This can also be done at some financial services companies that you may use when you buy and sell securities. With these…
  • Nov 8

    Social Security & Medicare: When Will I Be Eligible?

    Social Security & Medicare: When Will I Be Eligible?
    While you may have to prioritize things that are taking place in the present it is also important to keep an eye on the future. The baseball manager Dusty Baker is credited with saying “The measure of intelligence is the ability to hold…
Rank this Week: 936

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: 1207

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Mar 2

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

    Free Report: What Questions Should I Ask a California Elder Care Attorney?
    When you start to get older, you invariably begin to think about things that never crossed your mind previously. Retirement can seem like a world away, but eventually, it starts to peek its head over the horizon. Topics covered in this report…
  • Feb 25

    Budget Proposal for 2016 Would Reduce Estate Tax Exclusion

    Budget Proposal for 2016 Would Reduce Estate Tax Exclusion
    The federal estate tax is controversial, and there are those who would say that it is unfair, because it is an instance of double taxation. You pay taxes all of your life, and your estate is comprised of whatever you have left after paying…
  • Feb 23

    Do I Need a Lawyer to Draw Up a Last Will?

    Do I Need a Lawyer to Draw Up a Last Will?
    Now that we are firmly embedded in the digital age, a do-it-yourself mindset has developed. People often search the Internet to find out how to do things, and you can tackle many different types of tasks on your own. However, the key is to…
Rank this Week: 1294

California Probate and Estate…

California Probate and Estate Planning Blog

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

http://www.californiaprobate.info/blog
  • Feb 27

    Reverse Estate Planning to get a step up in basi

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

    IRS Gift and Estate Tax Exemptions for 2015

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

    International Will

    International Will
    I have been practicing law since 1994. I have been extremely focused on the areas of estate and probate law during that time.  Through those years I have a number of clients who have property in other countries. Usually we ……
Rank this Week: 1718

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Feb 24

    When Does Power of Attorney Terminate in Florida?

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

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

    Estate Planning Ambiguities: What Robin Williams’ will contest teaches us about creating high-value trust
    When you are gone, will your surviving heirs abide by every wish of your estate just as you envisioned, or will they fight over their own interpretations of your will? Ambiguous language in estate planning can create friction among your loved…
  • Jan 12

    Removing a Personal Representative in Florida

    Removing a Personal Representative in Florida
    When a Florida resident passes away, regardless of whether he or she had a valid will, a person will be appointed to act as personal representative to administer the estate of the deceased. If the deceased executed a valid will, he or she…
Rank this Week: 1541

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 13

    Facebook & Estate Planning

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

    Selling a Business: Stock Sale v. Asset Sale

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

    2014 Tax Extender Bill Passed By Congre

    2014 Tax Extender Bill Passed By Congre
    Kelly Phillips Erb, writing for Forbes: With just over two weeks left in the 2014 calendar year, the Senate finally made up its mind about the tax extenders bill. The bill, which extends the life of a number of tax breaks through 2014,…
Rank this Week: 1691

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: 1305

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: 1713

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

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

    Vulnerability for Domestic Asset Protection Trust

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

    Creating a North Carolina Succession Plan

    Creating a North Carolina Succession Plan
    Failing to create a succession plan for a North Carolina business results in a few possible outcomes that might not match an owner’s wishes. Depending on how the company is structured, upon a business owner’s death, other partners…
  • Feb 24

    How to Plan for Growing LTC Insurance Cost

    How to Plan for Growing LTC Insurance Cost
    Annual inflation increases all citizens’ costs of living; however, long-term care (LTC) insurance costs rose considerably more than average in the past year. Premiums for LTC insurance in 2015 are 8.6% higher than rates in 2014,…
Rank this Week: 2285

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

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

    How Can I Preserve My Legacy?

    How Can I Preserve My Legacy?
    When you are planning your estate, you may be concerned about how you will be remembered after you pass away. If you feel this way, you can engage in a more comprehensive form of estate planning called legacy planning. There are various…
  • Feb 24

    When Is an Estate Tax Return Due?

    When Is an Estate Tax Return Due?
    Accumulating wealth is one thing, but preserving it is another. Though you pay taxes throughout your life, there is also a federal estate tax that can impact the future of your family if you have enjoyed a considerable level of financial…
  • Feb 22

    How Do You Find an Elder Law Attorney?

    How Do You Find an Elder Law Attorney?
    The aging of the baby boomer generation is having a significant impact on the country’s demographic makeup. A lot of people are approaching senior citizen status at the same time, and as a result, people are asking questions about legal…
Rank this Week: 2465

Estateography

Estateography

By Alvi Aggarwal.

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

    Resigning as Administrator or Executor of a Virginia Estate

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

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

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

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

    Modifying and Terminating Irrevocable Trusts under Virginia's Uniform Trust Code
    Your browser is not able to display frames. Please visit the mind map: Modifying & Terminating Irrevocable Trusts under Virginias Trust Code by Alvi Aggarwal Yates Campbell & Hoeg LLPs Trust Code by Alvi Aggarwal Yates Campbell…
Rank this Week: 2462

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

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

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

    Arizona Supreme Court Clarifies Anti-Deficiency Statute

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

    Lessons from Robin Williams’ Trust Dispute

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

    Beneficiaries Disinherited for Filing Trust Contest in Violation of Forfeiture Clause

    Beneficiaries Disinherited for Filing Trust Contest in Violation of Forfeiture Clause
    Beneficiaries beware!  The Arizona Court of Appeals has concluded that someone who challenges a trust may be disinherited for violating a “no-contest” clause. A no-contest or forfeiture clause is a provision included in a…
Rank this Week: 2574

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

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

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

    Celebrate “ Responsible Pet Owner’s Month ” by Creating a Pet Trust
    To say that Americans love their pets would be an understatement. In the United States, three out of every five households has at least one dog or cat. Collectively, that means that we own about 80 million dogs and cats in the U.S. –…
  • Feb 24

    How Is Adoption Different than Other Types of Custody Such as Guardianship or Custody?

    How Is Adoption Different than Other Types of Custody Such as Guardianship or Custody?
    If you are the parent or caregiver of a minor child you undoubtedly feel as though your relationship with the child exists because of the love you have for the child without regard for your legal status. In the United States, however, your…
  • Feb 12

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

    Should I Have a South Carolina Durable Power of Attorney for Health Care?
    When you finally sit down to create your estate plan you will be faced with a number of difficult, yet important, decisions. Although many of those decisions will relate to the disposition of assets upon your death, not all of them will. For…
Rank this Week: 2463

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
  • Feb 25

    Facebook at vanguard of digital inheritance

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

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
  • Dec 5

    Another reason for a living trust: you have 79 heir

    Another reason for a living trust: you have 79 heir
    In Georgia, most estate attorneys recommend use of a will rather than a living trust. Probate in this state is a simple affair, if the will is properly drafted, and living trusts are expensive to manage and administer during life. The…
Rank this Week: 2134

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 25

    Legendary Comedians, Estate Battles and Your Stuff

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

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

    Facebook Adds “Legacy Contact” Option (Plus, I’m now on Twitter)
    Almost exactly one year ago, I posted about a policy change that Facebook had made with respect to accounts of deceased individuals (see “Facebook Makes Memorialized Accounts More Public“, February 25, 2014). Last year,…
  • Feb 17

    Ernie Banks and the Illinois Disposition of Remains Act

    Ernie Banks and the Illinois Disposition of Remains Act
    First, a confession: I am a lifelong die-hard Cubs fan (an inherited condition). Yes, I know, that can take a toll on one’s mental health. And yes, I actually do believe that ‘next year’ could be this year. Or at least next…
Rank this Week: 2524

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

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

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

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

    New California Conservatorship Jurisdiction Act

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

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

    Update on Probate Courtrooms at Stanley Mosk / Los Angeles Superior Court
    Fortunately we will see two more probate courtrooms at the Los Angeles Superior Court.  The additional two courts will give us a total of six at the Central Courthouse. The six courts will be allocated as follows: Dept. 5 (2nd floor):…
Rank this Week: 2175

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

http://www.sofloridaestateplanning.com/
Rank this Week: 2013

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

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

http://www.aminovlaw.com
  • Jan 27

    Spending Down Assets to Qualify for Medicaid Nursing Home Care

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

    Effects of a Divorce on Estate Planning

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

    Consenting to the Probate of a Will

    Consenting to the Probate of a Will
    Have you lost a family member and received a document called a “Waiver of Process; Consent to Probate”? If you are like most people, you may be confused about what this means, and more importantly, if you should sign it. This…
Rank this Week: 2436

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: 1917

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • Feb 27

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court
    Transitional Alimony reduced by trial court because mother didn't kick her 18 year old son out of the house. Tennessee Court of Appeals says NO. Reverses decision, reinstates alimony.
  • Dec 12

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff
    US Postal Inspection Service arrested Senator Lamar Alexander’s Chief of Staff Ryan Loskarn on charges of possession and distribution of child pornography charges. He has been fired from his job as Chief of Staff.
  • Jun 19

    Arizona Voter Case May Seriously Impact Tennessee Election

    Arizona Voter Case May Seriously Impact Tennessee Election
    The US Supreme Court decision on the Arizona voter case may impact Tennessee election authority by prohibiting enforcement of the requirement to be a US citizen before voting in Tennessee. On June 17, 2013 the US Supreme Court decided the…
Rank this Week: 1909

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

Covers Ohio estate planning, trust and probate law. By Bradley B. Wrightsel.

http://wrightsel.blogspot.com/
  • Jan 28

    Quick Overview of 2014 Federal Estate and Gift Tax Amount

    Quick Overview of 2014 Federal Estate and Gift Tax Amount
    The federal estate tax exemption amount is $5,000,000 and is adjusted annually for inflation. This year the exemption amount increases to $5.34 million. This means that a married couple can protect up to $10.68 million. The estate tax rate is…
  • Jan 2

    Avoiding the Fiscal Cliff – Estate Taxe

    Avoiding the Fiscal Cliff – Estate Taxe
    With the Senate tax bill passing the House, it is expected that it will be signed into law. It does not appear that there was a lot of focus on the estate tax. Considering that most tax revenue is generated by the income tax, it is not…
  • Jun 13

    Columbus Bar Association 2012 Annual Meeting

    Columbus Bar Association 2012 Annual Meeting
    This Friday, June 15, at noon is the Annual Meeting of the Columbus Bar Association (CBA). Current CBA President, David Bloomfield will preside and be sworn in as Immediate-Past President. Brad Wrightsel will be sworn in as President, and…
Rank this Week: 2395

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 2059

Mogren Glessner & Roti

Mogren Glessner & Roti

Covers Washington state family law, estate planning, and probate.

http://mgrlaw.blogspot.com/
  • Oct 30

    Passport For Child After Divorce

    Passport For Child After Divorce
    What do you do when you hear your ex-spouse plans to take your children on a vacation out of the country? What do you do? Knowing your legal rights will help put you at east and protect your relationship with your children. To take your…
  • Apr 4

    Compassion and Conviction

    Compassion and Conviction
    The following is a quote I came across from Rick Warren that I find insightful in this age of political correctness:“Our culture has accepted two huge lies. The first is that if you disagree with someone’s lifestyle, you must fear…
  • Oct 3

    Power of Attorney for Adult Children

    Power of Attorney for Adult Children
    Do you have a Power of Attorney for your adult
Rank this Week: 1949

California Tax Attorney Blog

California Tax Attorney Blog

Covers tax controversies involving the IRS and California Franchise Tax Board, as well as California probate, estate planning matters and business transactions. By Mitchell A. Port.

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Dec 29

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 2195

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: 2681

Atlanta Probate Lawyer Blog

Atlanta Probate Lawyer Blog

Published by The Libby Law Firm.

http://www.atlantaprobatelawyerblog.com/
Rank this Week: 2698

California Probate Lawyer Blog

California Probate Lawyer Blog

Covers estate planning and probate. By Mitchell A. Port.

http://www.californiaprobatelawyerblog.com/
  • Nov 20

    Peer Review

    Peer Review
    Martindale-Hubbell Peer Review Ratings recently came out with it's rating of me. The Ratings are an objective indicator of a lawyer's high ethical standards and professional ability. Attorneys receive a Peer Review Ratings based on…
  • Nov 13

    Estate and Gift Tax Change

    Estate and Gift Tax Change
    On November 9, 2012 the Joint Committee on Taxation released a report which, among other issues, examines the potential impact to the Treasury from potential changes to the estate tax, including the Obama administration’s proposals. …
  • Nov 13

    Estate and Gift Tax Change

    Estate and Gift Tax Change
    On November 9, 2012 the Joint Committee on Taxation released a report which, among other issues, examines the potential impact to the Treasury from potential changes to the estate tax, including the Obama administration’s proposals. …
Rank this Week: 2400

Smarter Will Blog

Smarter Will Blog

Provides estate planning and probate news.

http://www.smarterwill.com/estate-planning-news/
  • May 23

    Holographic Wills: Legal in Illinois?

    Holographic Wills: Legal in Illinois?
    Holographic wills (wills that are entirely handwritten) are not generally recognized as valid wills in the state of Illinois. Why? It's not because they're handwritten, but because holographic wills are usually not 'witnessed' properly (the…
  • May 9

    Organ Donation Process in Illinoi

    Organ Donation Process in Illinoi
    Did you know that Illinois has a fairly new organ donation process, and that even if you've registered before to be an organ donor, you may need to re-register under the new system? In 2006 (only 5 years ago), a new Illinois organ donation…
  • Apr 25

    Pulling the Plug: Illinois Law That Make it Possible

    Pulling the Plug: Illinois Law That Make it Possible
    Everyone has the right to live. But does everyone have the right to die? Dying on your own terms (or “pulling the plug”) is a privilege granted at the state level. But it requires advance planning. Every state has different rules on how…
Rank this Week: 2708

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

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

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

    To Spring or Not to Spring a Durable Power of Attorney

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

    What Will Happen To Your Facebook Account When You Die?

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

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

    Is A Will Signed By One Witness Valid If It Is Also Signed by a Notary?
    I have written before about the requirements of a valid will in Texas. To be valid, a Will must be signed by the testator, or another person at the testator’s direction and in his presence, and attested in the presence of the…
Rank this Week: 4040

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

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

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

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

    How to Lower New Jersey’s Estate Tax

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

    Medicaid Isn’t Just About the Finance

    Medicaid Isn’t Just About the Finance
                It’s something I always remind clients when we talk about Medicaid eligibility.  Meeting the income and asset limits are not the only requirements.   An…
Rank this Week: 3056