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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

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

    Cut Costs with Joint Life

    Cut Costs with Joint Life
    First-to-die life insurance, or “joint life,” may be a more cost effective way for a couple to concurrently get life insurance. The policy pays off when the first of the insured couple dies. It generally costs less than individual…
  • Nov 23

    Symposium on The Role of Federal Law in Private Wealth Transfer

    Symposium on The Role of Federal Law in Private Wealth Transfer
    The symposium issue of the Vanderbilt Law Review, Vol. 67: 6: 1531, addresses various facets of federal law in private wealth transfer. A number of the articles are followed by comments by other distinguished scholars, who not only address…
  • Nov 23

    Why Reconsidering IRAs May Be Beneficial

    Why Reconsidering IRAs May Be Beneficial
    Traditional IRAs have been a popular and often beneficial form of retirement planning. However, changing tax consequences and common misconceptions for IRAs create a need to reconsider if these accounts are still the best route for saving for…
Rank this Week: 21

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: 213

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/
  • Nov 21

    When is Sexual Abuse Within the Scope of Employment?

    When is Sexual Abuse Within the Scope of Employment?
    Martha Chamallas, Vicarious Liability in Torts: The Sex Exception, 48 Val. U. L. Rev. 133 (2013), available at SSRN.John GoldbergMartha Chamallas’s Monsanto Lecture, Vicarious Liability in Torts: The Sex Exception, is timely…
  • Nov 19

    Keeping Us Honest about the Timing Flaws in the Income Tax

    Keeping Us Honest about the Timing Flaws in the Income Tax
    Daniel I. Halperin & Alvin C. Warren Jr., Understanding Income Tax Deferral, Tax L. Rev. (forthcoming), available at SSRN.Charlotte CraneWe all do it once in a while. In the haste of trying to make a point in class, or in a hurried…
  • Nov 18

    There’s No Time Like the Present for Some Optimism about the Future

    There’s No Time Like the Present for Some Optimism about the Future
    Benjamin H. Barton, Glass Half Full: The Decline and Rebirth of the Legal Profession (forthcoming 2015).Amy Salyzyn“When did the future switch from being a promise to a threat?”     -Chuck Palahniuk, Invisible…
Rank this Week: 272

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: 333

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 498

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/
  • Nov 5

    Melissa Rivers Seeks Answers As To Why Joan Rivers Died

    Melissa Rivers Seeks Answers As To Why Joan Rivers Died
    Even though she was 81 years old when she died on September 4th, there is no denying that Joan Rivers died too soon. She continued to entertain with an energy level that suggested she was anything but eighty-something. Melissa Rivers has now…
  • Oct 29

    Using Celebrity Stories Is A Great Way To Bring Up Estate Planning

    Using Celebrity Stories Is A Great Way To Bring Up Estate Planning
    MarketWatch.com recently featured an interesting article about the benefits that families gain by having the estate planning conversation early. Not only does it improve family relationships, it helps sets the stage and prepares family…
  • Oct 20

    Could The Amanda Bynes Dilemma Happen In Your Family?

    Could The Amanda Bynes Dilemma Happen In Your Family?
    The struggles of former child actress, Amanda Bynes, have been well-documented. She had numerous brushes with the law, including repeated drunk driving and other drug and alcohol-related charges, reported shoplifting attempts, and even more…
Rank this Week: 527

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/
  • Nov 22

    Estate Planning for Healthcare Costs in Retirement

    Estate Planning for Healthcare Costs in Retirement
    AARP has released a study that estimates caregiving costs for families in the United States will total more than $520 billion annually. This estimate reflects the time and resources devoted by families and not skilled workers; the skilled…
  • Nov 19

    Estate Planning and Tax Refunds for Art

    Estate Planning and Tax Refunds for Art
      Art collections require specialized estate and tax planning. Without proper planning, a collection acquired over a lifetime could translate into tax debt for surviving heirs or become lost to creditor claims. A recent court case…
  • Nov 17

    Estate Planning for Collectibles: Wine, Art, Cars & More

    Estate Planning for Collectibles: Wine, Art, Cars & More
    Estate plans are not only vehicles for passing cash, investments and real property along to named beneficiaries, these tools can also transfer more complex assets. How does one pass on a wine collection, valuable artwork, antique cars, or…
Rank this Week: 599

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: 712

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: 744

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/
  • Nov 5

    Can a Creditor Challenge a Trustee's Mismanagement?

    Can a Creditor Challenge a Trustee's Mismanagement?
    When you create a living trust, you transfer personal assets to a trustee, who then manages those assets on your behalf. In most cases, this won't be a problem, since you can name yourself as trustee during your lifetime. But when someone…
  • Nov 3

    How Does a “Survivorship Clause” in a Will or Trust Work?

    How Does a “Survivorship Clause” in a Will or Trust Work?
    In making a will or trust, you should consider the possibility your chosen beneficiaries will not outlive you. It is therefore common practice to include a survivorship clause, specifying that a gift will lapse unless the recipient survives…
  • Nov 1

    What Happens When an Equal Distribution of Property Is Not So Equal?

    What Happens When an Equal Distribution of Property Is Not So Equal?
    If you have multiple children, you may wish to structure your estate plan so that each child receives an equal share of your property. Sometimes this is easier said than done—or written. If your will or trust contains conflicting or…
Rank this Week: 926

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • 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…
  • 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: 1010

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: 1110

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: 1128

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: 1155

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: 1198

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
  • Nov 21

    A Life Cut Short

    A Life Cut Short
    A friend of mine died this week. She wasn’t a close friend, but we had been members of the same group for many years, and saw each other at meetings and various social gatherings. Although we hadn’t spoken since my family moved to…
  • Nov 10

    What is a Residuary Clause?

    What is a Residuary Clause?
    I recently worked with a couple that wanted to make sure that all their wordly possessions passed to the surviving spouse upon their death, and then to their children when both of them died. Rather than list out every specific asset they…
  • Oct 31

    Intestacy Can Be A Nightmare In Blended Familie

    Intestacy Can Be A Nightmare In Blended Familie
    I got a note yesterday from a woman whose husband had died without a Will. Her husband was also survived by two children from prior relationships. She and her husband lived in a home that her husband had purchased before they were married.…
Rank this Week: 1449

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/
  • Aug 19

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong
    As I’ve written recently, the Uniform Law Commission approved the Uniform Fidicuary Access to Digital Assets Act. The act can be found on the Committee’s website, along with supplmenetal material, such as prior drafts, comments,…
  • Aug 3

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate
    Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes…
  • Jul 17

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
    I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law…
Rank this Week: 1457

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
  • Nov 10

    California Heggstad Petitions and Kucker v. Kucker

    California Heggstad Petitions and Kucker v. Kucker
    I recently had the following calendar note in a probate case in Alameda County. We had filed a Heggstad petition, pursuant to California probate code 850, to get two properties into a trust after death. I should clarify our firm ……
  • Oct 1

    Bank of America mortgage trust certification form

    Bank of America mortgage trust certification form
    For some time now I have advised clients to contact their mortgage holder to see about linking their trust to their mortgage. Without that you can leave your trustee with a problem. The house might be owned by the trust … Continue…
  • Sep 29

    Dying on your terms and POLST

    Dying on your terms and POLST
    My grandma is 98 years old…. or should I say 98 years YOUNG!?  She called last week to tell me about a great article in the LA Times.  It’s about dying on YOUR TERMS. In fact, the headline in the … Continue…
Rank this Week: 1535

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
  • Sep 25

    Undue Influence under Florida’s Trust Code

    Undue Influence under Florida’s Trust Code
    Florida Statute § 736.0406 Effect of fraud, duress, mistake, or undue influence.— If the creation, amendment, or restatement of a trust is procured by fraud, duress, mistake, or undue influence, the trust or any part so…
  • 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…
Rank this Week: 1606

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: 1637

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: 1657

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Court Hears Proceeding to Settle an Intermediate Account

    Court Hears Proceeding to Settle an Intermediate Account
    A New York Probate Lawyer said in this proceeding to settle an intermediate account of a bank as trustee of two trusts, the appeals are from two decrees of the Surrogate's Court, Kings County, entered October 27, 1972 and July 30, 1973,…
  • Nov 19

    Court Decides Outcome in Will Contest Proceeding

    Court Decides Outcome in Will Contest Proceeding
    Page 727 145 N.Y.S.2d 727 1 Misc.2d 440 In re WELSH'S WILL. Petition of the First National City Bank of New York, successor by merger of the Peoples Trust Company, to render and settle its account as trustee of the trust created for the…
  • Nov 18

    Court Settles Who is "Next of Kin" in Probate Proceeding

    Court Settles Who is "Next of Kin" in Probate Proceeding
    Decedent died in 1949 leaving a will which he had executed in 1919, some 30 years before his death which was duly admitted to probate. A New York Probate Lawyer said in Article THIRD, the will created a trust for the life income benefit of…
Rank this Week: 1730

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: 1748

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

Covers estate planning, tax and probate law. Published by Moravecs, a Professional Law Corporation.

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 1867

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

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

    The End of the Blog

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

    Unlimited Charitable Gifts Through the End of 2005

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

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 1865

Estate of Confusion

Estate of Confusion

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

http://www.forbes.com/sites/hanisarji/
Rank this Week: 1912

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

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

    From A to Zeal: What it takes to win your California Trust or Will lawsuit

    From A to Zeal: What it takes to win your California Trust or Will lawsuit
    By: Keith Davidson Lawyers are duty-bound to provide “zealous” advocacy for their clients.  The term “zealous” means to show zeal, and zeal means “great energy or enthusiasm in pursuant of a cause or an…
  • Nov 18

    What’s the Deal with Your California Trustee?

    What’s the Deal with Your California Trustee?
    It can be confusing, and a little worrisome, to be kept in the dark by your Trustee.  Time to find out what’s going on.  In this video, Keith Davidson discusses how to find out what your Trustee is up to. For our email…
  • Nov 13

    How Long Will it Last? A California Trust and Will Contest Can Take Some Time…

    How Long Will it Last? A California Trust and Will Contest Can Take Some Time…
    If you are not familiar with the Court system in California, you may be surprised how long a case can last in our Court system.  In this video, Stewart R. Albertson describes the length of time your lawsuit can take in Court in regards…
Rank this Week: 2002

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: 2119

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Nov 10

    ESTATE PLANNING FOR FOREIGN EMPLOYEES: Smoothing the Transition

    ESTATE PLANNING FOR FOREIGN EMPLOYEES: Smoothing the Transition
    The rapid expansion of international public and private companies has brought about an exponential increase in the establishment of subsidiaries far from global headquarters. Such growth has meant that companies are often requiring employees…
  • Sep 26

    2014 LEGISLATIVE SESSION – ALIGNMENT OF THE ANTILAPSE PROVISIONS OF THE FLORIDA TRUST AND PROBATE CODES

    2014 LEGISLATIVE SESSION – ALIGNMENT OF THE ANTILAPSE PROVISIONS OF THE FLORIDA TRUST AND PROBATE CODES
    The 2014 State of Florida legislative session brought about several changes in the area of trusts and estates. Among those passing into law was the amendment to the antilapse provisions of the Florida Trust Code (Florida Statutes Chapter…
  • 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…
Rank this Week: 2148

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

http://www.nyestatelitigationblog.com/
  • Oct 3

    Appellate Division Upholds Equitable Extension of Slayer Rule

    Appellate Division Upholds Equitable Extension of Slayer Rule
    New York’s “slayer rule” essentially provides that if an individual kills another person, he has automatically forfeited any interest he may have had in his victim’s estate. The rationale is simple – no one…
  • Aug 8

    “Easy” Cases Make Bad Law Too

    “Easy” Cases Make Bad Law Too
    In a decision that could well cause even the most casual trusts and estates practitioners to scratch their proverbial heads in wonder, the Appellate Division, Third Department, in Matter of Buchting, 111 AD3d 1114, 975 NYS2d 794 (3d Dept…
  • Jul 11

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

    Testamentary Capacity, Summary Judgment and a Testator’s Diagnosis of Dementia
    Although summary judgment in a contested probate proceeding historically has been rare, the recent trend has been for Surrogate’s Courts to grant such relief with increasing frequency. Consistent with that recent trend,…
Rank this Week: 2176

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Nov 14

    Estate of Hemsley

    Estate of Hemsley
    Sherman Hemsley was a popular actor, known for playing George Jefferson in "All in the Family" and the "The Jeffersons." He was never married and had no children. He died in El Paso in 2012 after a battle with lung...
  • Nov 6

    In re Estate of Fisher

    In re Estate of Fisher
    In Fisher, the Texarkana Court of Appeals upheld the Harrison County Court at Law's summary judgment dismissal of a will contest. The contestants, the surviving lineal descendants of the decedent, challenged a will made five months before…
  • Aug 26

    Court finds designated executor unsuitable

    Court finds designated executor unsuitable
    In Gossett v. Beck, the Dallas Court of Appeals upheld the probate court's determination that an indepedent executrix designated in a will was unsuitable and therefore disqualified to serve. The basis of the probate court's decision was a…
Rank this Week: 2201

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: 2404

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: 2432

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
  • Nov 20

    What Is A Business Plan?

    What Is A Business Plan?
    Although a proper legal structure is very important for a startup business, there are many other considerations that are very likely much more important if the business is to be successful. In particular, developing a business plan is often…
  • Nov 5

    Business Structures: The Facts & Figure

    Business Structures: The Facts & Figure
    Although there a lots of very important questions that a business owner, or owners, must ask when starting a business, perhaps of one of the most important is: How should I legally structure my business? In general, there are three principal…
  • Oct 8

    4 Ways to Protect Your Intellectual Property

    4 Ways to Protect Your Intellectual Property
    In the United States, there are four principal ways in which a person or business can protect intellectual property, however, not all types of protection are available for all property types. The infographic below briefly describes each of…
Rank this Week: 2487

Minnesota Estate Law

Minnesota Estate Law

Covers Minnesota estate planning and probate. By Vest & Johnson.

http://mnestatelaw.com
  • May 4

    Use Tax Refunds to Get New Busine

    Use Tax Refunds to Get New Busine
    Many clients delay estate planning because they lack liquid funds to pay for it. Yet, right now, millions of Americans are receiving their tax refunds. There is a marketing opportunity  here for the savvy estate planning attorney. Consider…
  • Aug 9

    New Hennepin County probate referees announced

    New Hennepin County probate referees announced
    Hennepin County has announced the addition of two part-time probate referees to replace Bruce Kruger, who has retired. Rumors of these appointments have circulated for a while now, but the official announcement came last week (see text…
  • Jul 15

    Referee Kruger is retiring from Hennepin County’s probate court

    Referee Kruger is retiring from Hennepin County’s probate court
    After 20 years on the bench as one of Hennepin County’s probate referees, Bruce Kruger is retiring. Today, the court sent an announcement of his upcoming retirement party for attorneys and colleagues. The party is scheduled for July 30th…
Rank this Week: 2521

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: 2587

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

Covers estate and trust conflicts, inheritance battles, and will contests.By Matt House.

http://arkansaswealthwars.com
Rank this Week: 2721

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/
  • Nov 17

    How to Win a Will Contest in Long Island

    How to Win a Will Contest in Long Island
    What to do When Something is Wrong With the Will Losing a loved one can be emotionally devastating no matter who you are. Unfortunately, many times the sadness that comes with having a loved one die quickly turns to anger, when it is…
  • Nov 10

    What Happens if Property Held Jointly is Still in the Deceased Spouse’s Name?

    What Happens if Property Held Jointly is Still in the Deceased Spouse’s Name?
    What to Do With Your Deed When Your Spouse Dies Most couples have at least some jointly owned property. Usually it is the family home that is held in the names of both of the spouses with a provision that the entire property goes to the…
  • Nov 7

    Does a Will Need Witnesses?

    Does a Will Need Witnesses?
    Make Sure Your Will is Executed Properly A lot of people assume that their will could be overturned based on something like fraud or being threatened by someone to change it. What they may not know, however, is that failing to follow the…
Rank this Week: 2725

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Oct 6

    Thoughts about Estate Assist, a “digital safe deposit box”

    Thoughts about Estate Assist, a “digital safe deposit box”
    Does Estate Assist solve probate and estate problems for Florida residents? A brief look at Estate Assist and lingering questions. The post Thoughts about Estate Assist, a “digital safe deposit box” appeared first on…
  • Oct 6

    Thoughts about Estate Assist, a “digital safe deposit box”

    Thoughts about Estate Assist, a “digital safe deposit box”
    Does Estate Assist solve probate and estate problems for Florida residents? A brief look at Estate Assist and lingering questions.
  • 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…
Rank this Week: 2729

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 19

    A New York Last Will May Need To Be Construed By A Court For Asset Distribution

    A New York Last Will May Need To Be Construed By A Court For Asset Distribution
    The New York Probate Lawyer Blog has discussed in numerous posts the benefits of estate planning and preparing planning documents.   These papers include a Last Will and Testament.   When preparing a Will the creator should…
  • Nov 12

    New York Estate Accounting Proceedings Can Involve the Discovery of Estate Information

    New York Estate Accounting Proceedings Can Involve the Discovery of Estate Information
    The settlement of an estate in New York involves the preparation of an account by the fiduciary. Executors and Administrators need to assemble an account that provides information regarding the transactions that occurred during the…
  • Nov 5

    New York Estate Accountings Can Be Settled Without Court Proceeding

    New York Estate Accountings Can Be Settled Without Court Proceeding
    The settlement of a New York estate can be divided into three main parts.  The estate can begin with proceedings to probate a Will and appoint an Executor.  If there is no Will and the decedent died intestate, then a petition can be…
Rank this Week: 2811

Atlanta Probate Lawyer Blog

Atlanta Probate Lawyer Blog

Published by The Libby Law Firm.

http://www.atlantaprobatelawyerblog.com/
Rank this Week: 2989

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: 3119

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: 3198

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Nov 10

    The Durable Power of Attorney for Financial Affair

    The Durable Power of Attorney for Financial Affair
    A “power of attorney” is a legal document that appoints another person to act for you in a specified capacity. Often, a power of attorney is "general," giving your agent broad powers to manage your financial affairs (your…
  • Oct 13

    Transferring Real Estate to A Revocable Trust by Deed

    Transferring Real Estate to A Revocable Trust by Deed
    Real estate includes your house, condo, vacation home, commercial building, and similar properties. Generally, a person who has a revocable trust will want that trust to be the owner and/or beneficiary of most of his/her assets: the…
  • Sep 21

    Transferring Mortgaged Real Estate to Your Revocable Trust

    Transferring Mortgaged Real Estate to Your Revocable Trust
    (or: why we have to ask the mortgage company for permission to transfer the rental property but not the house) People usually establish revocable trusts to facilitate the management of their assets if they become incapacitated and to avoid…
Rank this Week: 3215

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: 3248