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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jan 26

    Questions Surrounding Obama's Tax Proposal

    Questions Surrounding Obama's Tax Proposal
    The tax proposals from President Obama, including increased capital-gains tax rate for top earners and an end to step-up basis, and a White House fact sheet has raised questions. Here are some inquiries raised by the proposals: Whether the…
  • Jan 26

    IRS Allowed Division of IRA

    IRS Allowed Division of IRA
    A recent private letter ruling addressed the consequences of a trustee dividing an IRA into separate IRAs for each of five beneficiaries. In Private Letter Ruling 201503024, the IRS held that the division was permissible, the…
  • Jan 26

    Article on Planning for a Digital Legacy

    Article on Planning for a Digital Legacy
    Sasha A. Klein (Bessemer Trust) and Mark R. Parthemer (Bessemer Trust) recently published an article entitled, Planning for a Digital Legacy, 29 Probate & Property No. 1 (January/February 2015). Provided below is the introduction to the…
Rank this Week: 45

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: 165

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: 162

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/
  • Jan 26

    Delay Filing: North Carolina Tax Changes Pending

    Delay Filing: North Carolina Tax Changes Pending
    The North Carolina General Assembly will review potential changes to North Carolina income tax laws on January 28, 2015. Filers should wait until after this date to submit their tax returns to prevent potentially refiling returns if tax…
  • Jan 19

    How Asset Protection is Different in 2015

    How Asset Protection is Different in 2015
    Wealth preservation is an ongoing process. How, when, and where assets are transferred or acquired affect protections. As the New Year begins, individuals can take a step back and review legislation changes that affect our year ahead and…
  • Jan 16

    3 Things to Know About Perpetual Trust

    3 Things to Know About Perpetual Trust
    Perpetual trusts, also known as dynasty trusts, protect assets for the benefit of future generations. Some perpetual trusts are common trusts that allow multiple generations to benefit at the same time. Others distribute income and principal…
Rank this Week: 230

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/
  • Jan 26

    Racialized Violence and American Liberalism

    Racialized Violence and American Liberalism
    Daniel Kato, Constitutionalizing Anarchy: Liberalism, Lynching, and the Law, 10 J. of Hate Stud. 143 (2012).Aziz RanaFor nearly a century in the American South, lynching as a practice of racialized violence persisted openly and with minimal…
  • Jan 23

    The Federalism Argument for Judicial Diversity

    The Federalism Argument for Judicial Diversity
    Sharon E. Rush, Federalism, Diversity, Equality, and Article III Judges: Geography, Identity, and Bias, 79 Mo. L. Rev. 119 (2014).Nancy LeongFor the past several years, commentators have discussed the importance of diversity in the federal…
  • Jan 21

    Cyber-Sexual Harassment

    Cyber-Sexual Harassment
    Danielle Citron, Hate Crimes in Cyberspace, Harvard University Press (2014).Robin WestDanielle Citron’s Hate Crimes in Cyberspace is a breakthrough book. It has been compared, and with good reason, to Catherine MacKinnon’s Sexual…
Rank this Week: 294

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
  • Jan 21

    2015 Estate Tax Summary

    2015 Estate Tax Summary
    Previously I wrote summaries of estate and gift taxes for 2013 and 2014. As with last year, the changes this year are primarily inflation adjustments. The unified federal estate, gift and GST tax exemption rose from $5.34 million in 2014 to…
  • Jan 13

    Article by Jeffrey R. Gottlieb Published in Illinois Bar Journal

    Article by Jeffrey R. Gottlieb Published in Illinois Bar Journal
    The January 2015 edition of the Illinois Bar Journal features a lead article written and published by yours truly, entitled “A New Weapon Against Elder Abuse: Presumptively Void Transfers to Caregivers.” CLICK HERE FOR A PDF OF…
  • Jan 5

    20 New Illinois Laws to Know for 2015

    20 New Illinois Laws to Know for 2015
    Happy New Year! As the new year rings in, so do new Illinois laws taking effect. Roughly 220 new Illinois laws went into effect on January 1, 2015. Most are mundane and relatively uninteresting. But there are quite a few noteworthy new laws…
Rank this Week: 271

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: 175

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: 470

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: 432

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: 349

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/
  • Jan 26

    What Is an Elder Care Attorney in Campbell California

    What Is an Elder Care Attorney in Campbell California
    What Is an Elder Care Attorney in Campbell California from Roy W. Litherland An elder care attorney can help you create a long-term financial framework that leads to a comfortable retirement. Learn more about elder care attorney in Campbell…
  • Jan 25

    Free Report: Is Probate Always Required in California?

    Free Report: Is Probate Always Required in California?
    If you are in direct personal possession of property at the time of your passing, even if you have a last will, the property would become probate property initially. Topics covered in this whitepaper include: Insurance Policy Records Property…
  • Jan 22

    Free Report: What is a Special Needs Trust in California?

    Free Report: What is a Special Needs Trust in California?
    Now that we have provided the necessary background information, we can look at the value of special needs trusts. These trusts are alternately called supplemental needs trusts. Topics covered in this report include: People With Disabilities…
Rank this Week: 2458

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Jan 25

    Free Report: What Is a Revocable Living Trust in California?

    Free Report: What Is a Revocable Living Trust in California?
    A revocable living trust is an asset transfer vehicle that can facilitate efficient asset distributions outside of the legal process of probate. This type of trust can be useful for people of relatively ordinary means. If you use a will…
  • Jan 25

    What Is the Difference Between a Revocable Living Trust and a Medicaid (Medi-Cal) Trust?

    What Is the Difference Between a Revocable Living Trust and a Medicaid (Medi-Cal) Trust?
    Medicaid is a need-based government health insurance program that will pay for long-term care. In California, the program is called Medi-Cal. Medicare will not pay for custodial care, so many people who were never financially needy ultimately…
  • Jan 24

    Free Report: What is the Annual Gift Tax Exclusion in California

    Free Report: What is the Annual Gift Tax Exclusion in California
    You have to be aware of federal transfer taxes when you are planning your estate. If you are exposed, there are steps that you can take to reduce the burden. Topics covered in this whitepaper include: Federal Gift Tax Unlimited Marital…
Rank this Week: 2451

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jan 25

    Retitling Assets to Healthy Spouse to Qualify for Medicaid

    Retitling Assets to Healthy Spouse to Qualify for Medicaid
                It’s something I have written about in past blog posts but just last week we received a call from Mary on this exact issue.  Her husband, George, has…
  • Jan 18

    The ABLE Act – The Drawback

    The ABLE Act – The Drawback
                Last week I told you about the ABLE Act that was passed by Congress and signed by President Obama just before the Christmas holiday.  It sounds great, allowing disabled…
  • Jan 11

    The ABLE Act Passe

    The ABLE Act Passe
                Just before the Christmas holiday break, Congress passed, and then President Obama signed into law, the Achieving a Better Life Experience Act (“the ABLE”…
Rank this Week: 1488

Tennessee Wills and Estates

Tennessee Wills and Estates

Provides commentary on wills, probate law and estate planning. By Jason A. Lee

http://www.tennesseewillsandestates.com
  • Jan 25

    How Should you Respond to a Request to Waive Bond, Inventory and Accounting in a Tennessee Estate?

    How Should you Respond to a Request to Waive Bond, Inventory and Accounting in a Tennessee Estate?
    Sometimes when a Tennessee probate estate is opened up, the attorney handling the estate will provide a request to the beneficiaries to waive bond, inventory and accounting [“Bond” is basically an insurance bond to protect the…
  • Jan 1

    Tennessee and Federal Estate Tax Exemptions Raised Today for 2015.

    Tennessee and Federal Estate Tax Exemptions Raised Today for 2015.
    Today the Tennessee Inheritance Tax exemption (for 2015) is raised to $5,000,000.00.  Next year the Tennessee Inheritance Tax will be abolished.  Starting January 1, 2016 (for those who die on or after that date) there will no…
  • Dec 6

    IRS Recently Announced 2015 Limits for Estate and Gift Tax Exemption

    IRS Recently Announced 2015 Limits for Estate and Gift Tax Exemption
    The IRS recently introduced certain cost of living adjustments to the consolidated federal estate and gift tax exemption.  The new federal estate and gift tax exemption will be $5.43 million dollars in 2015.  This is an…
Rank this Week: 2397

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jan 23

    Make Educational Opportunities Possible With 529 Plan

    Make Educational Opportunities Possible With 529 Plan
    The value of education cannot be overstated, and when you are contemplating your legacy you may ask yourself how you can help your younger family members with college expenses. There are various options, and the one that we would like to…
  • Jan 21

    QPRT For Asset Protection

    QPRT For Asset Protection
    Making sure that your assets are out of harm’s way is something to take seriously when you are making preparations for the future. A single instance of inaction where action was required could have disastrous results. This is why it is…
  • Jan 19

    Long Term Planning Aided By Military Benefit

    Long Term Planning Aided By Military Benefit
    Individuals who make the sacrifices necessary to serve their country in the armed forces are entitled to certain benefits for their service. When you are creating a comprehensive long-term plan for the future these military benefits can be of…
Rank this Week: 2468

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Jan 23

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Lyndon B. Johnson (1908-1973) – 37TH President of the United States, 1963-1969 Lyndon B. Johnson was born in a small farmhouse in Stonewall, Texas. In 1926, Johnson attended Southwest Texas State Teachers’ College, participating…
  • Jan 21

    Thought for the Day:

    Thought for the Day:
    Always do what you are afraid to do. Ralph Waldo Emerson
  • Jan 21

    Digital Assets in Texa

    Digital Assets in Texa
    Administering an estate today has many challenges that were not present even a decade ago. The world has changed a lot with the popularity of personal computers and the Internet. Today, estate administrators have to worry about the…
Rank this Week: 2457

Estate Planning Attorney Blog

Estate Planning Attorney Blog

Covers probate, estate planning, business formation and business law. By Deemer Law.

http://www.estateplanningattorney-blog.com/
  • Jan 22

    Do I need to update my estate plan if I am moving?

    Do I need to update my estate plan if I am moving?
    There are many things that can cause someone to move, and depending to the reasons, the method, or other decisions, it may be appropriate to update a trust or a will.  Some of the reasons for moving, may be a reason to review, for…
  • Jan 14

    How much does it cost for Probate?

    How much does it cost for Probate?
    Probate Expenses Proper estate planning can help save time, save money, and protect the privacy of an estate.  Probate expenses can have a wide variance depending on where you live and how much you have in assets.  Some states, like…
  • Jan 6

    What do I need to know to start a business? (Part 3)

    What do I need to know to start a business? (Part 3)
    In part 2, we explored some methods to limit liability for your business with limited partnerships and limited liability companies.  In Part 3, we will explore Corporations and tax considerations in business formation. Corporation The…
Rank this Week: 1824

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 22

    What Exactly is Elder Law?

    What Exactly is Elder Law?
    Elder law is focused primarily on the needs and laws governing the treatment of the elderly. Unique legal issues can plague older adults as well as their families, and elder law attorneys are well versed in the protections available for the…
  • Dec 28

    Handling Elderly Loved Ones with Deteriorating Driving Skill

    Handling Elderly Loved Ones with Deteriorating Driving Skill
    The ability to drive is more than a skill. It is a symbol of a person’s independence. Thus, when people get to an age that driving may no longer be advisable, the situation needs to be approached with care. Though this type of…
  • Dec 21

    Reporting Elder Abuse in New York

    Reporting Elder Abuse in New York
    The extent to which older Americans are victims of elder abuse is difficult to accurately pinpoint. Estimates range between one million and two million for the number of people 65 years of age or older who have been abused or exploited, but…
Rank this Week: 1975

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Jan 22

    What Is a Stretch IRA?

    What Is a Stretch IRA?
    You may have an individual retirement account, and these accounts can certainly help you accumulate a nest egg that you can draw from during your retirement years. There are two different types of individual retirement accounts that are…
  • Jan 15

    Clearing Up Some Common Trust Myth

    Clearing Up Some Common Trust Myth
    If you have recently begun the estate planning process, you may have heard about revocable living trusts. For many people, living trusts are essential pieces of an estate plan and something that can provide significant benefit to you and your…
  • Jan 13

    Will a Living Trust Reduce My Income Tax Exposure?

    Will a Living Trust Reduce My Income Tax Exposure?
    People sometimes make assumptions about trusts that are not entirely accurate. There are those who assume that you surrender ownership of assets that you convey into any type of trust. This is not entirely true when it comes to revocable…
Rank this Week: 1622

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Jan 22

    What Is the Difference between a General and Limited Power of Attorney?

    What Is the Difference between a General and Limited Power of Attorney?
    Most people, at some point in their life, execute a power of attorney. A power of attorney is an extremely useful, and flexible, legal document that can be used to accomplish a variety of estate planning objectives. While a power of attorney…
  • Jan 20

    What Is a POD or TOD Account?

    What Is a POD or TOD Account?
    A well drafted and comprehensive estate plan typically incorporates a number of strategies into the plan and makes use of various different tools and techniques in an effort to accomplish the numerous estate planning goals the plan creator…
  • Jan 15

    How Is Child Support Calculated in South Carolina?

    How Is Child Support Calculated in South Carolina?
    If you are the parent of a minor child in South Carolina and you are going through a divorce or are establishing paternity child support for the child will likely be an issue during the proceedings. Whether you are expecting to receive…
Rank this Week: 2464

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
Rank this Week: 4550

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
  • Jan 21

    Can a Convicted Felon be an Executor in Texas?

    Can a Convicted Felon be an Executor in Texas?
    I received a email recently from someone asking whether a convicted felon can serve as an executor in Texas. The individual who contacted me had two daughters and one son, but didn’t trust his daughters to be fair and honest.…
  • Jan 14

    Do I Have to be an Adult to Make a Will in Texas?

    Do I Have to be an Adult to Make a Will in Texas?
    The Texas Estates Code provides that in order for a Will to be valid, the person making the Will must not only be of sound mind, but also have attained the age of eighteen years; be or have been married; or be a member of the armed forces of…
  • Jan 9

    Celebrating Five Years!

    Celebrating Five Years!
    When I started my law firm years ago, I was nervous. Petrified, actually. I had always worked for other attorneys before, so I never had to be a rainmaker or run a business. Naturally, I worried about the possibility that all my efforts would…
Rank this Week: 4067

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jan 21

    Happy Days Come with Age

    Happy Days Come with Age
    Ezekiel Emanuel, the famous bioethicist and Ivy League professor, recently wrote an essay explaining why he’d like to die around age 75. For many, he reasons, it’s all downhill from there. Better to leave life in good shape and on…
  • Jan 14

    Not Your Grandmother’s Long-Term Care

    Not Your Grandmother’s Long-Term Care
    I always love to see major media outlets shine a light on elder care. Not long ago, “The Today Show” aired a wonderful segment about long-term care, encouraging young people to take it seriously and start learning about it now.…
  • Jan 7

    A Real-Life Neverland for the Elderly

    A Real-Life Neverland for the Elderly
    Loma Linda, CA: Where Older People Stay Young View image | gettyimages.com We’ve all read stories about places where people never grow up. They stay young, strong, healthy, and always alive. Just last month, NBC raked in millions of…
Rank this Week: 3700

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
Rank this Week: 3510

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

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

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

    Four Reasons to Own Life Insurance

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

    How Wealthy People Avoid Estate Taxe

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

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

    Your New Year’s Resolution Starts with a Phone Call (or email).
    The holiday season is a time of great religious and economic significance. And even in our busy lives, it is a time for reflection. For many of us, the fruits of our reflection are our annual resolutions: to become healthier, to spend more…
Rank this Week: 2739

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: 2618

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/
  • Jan 20

    Appealing a Surrogate’s Court Judgment on Long Island

    Appealing a Surrogate’s Court Judgment on Long Island
    How to Move Forward When You Disagree With the Court’s Decision Appeals are relatively common in all areas of the law because they offer a party to a legal matter to have another court review a decision to make sure that it is proper.…
  • Jan 9

    When Does a Long Island Attorney Charge a Contingency Fee?

    When Does a Long Island Attorney Charge a Contingency Fee?
    Understanding Fees in Estate Cases Contingency fees are they type of legal fee where the attorney agrees to take a percentage of the total amount won in a legal claim. If the case isn’t won, the attorney would not collect any fee at…
  • Jan 2

    What Are The Duties of a Long Island Guardian?

    What Are The Duties of a Long Island Guardian?
    Know What the Guardian’s Obligations are on Long Island Having to petition the court in either Nassau or Suffolk County to be appointed Guardian over an adult loved one can be emotionally taxing. The legal procedure itself can be…
Rank this Week: 3506

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jan 19

    Funding: How to Get Things into a Trust

    Funding: How to Get Things into a Trust
    Let’s start with some jargon. "Funding" a trust is what estate planning lawyers call the process of getting assets into a trust. When we say something is in a trust, owned by a trust, or funded to a trust, we're being a bit imprecise.…
  • 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…
Rank this Week: 3677

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

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

http://www.boydstunlaw.com/blog/
  • Jan 19

    Don’t Have An Unsettled Legacy

    Don’t Have An Unsettled Legacy
    The children of Dr. Martin Luther King. Jr. are involved in litigation in Atlanta over control of his bible and his Nobel Prize medal. One group wants them to be sold. Another group wants them donated to Morehouse College. It is sad that this…
  • Oct 29

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

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

    Even Aging in Place Requires a Plan

    Even Aging in Place Requires a Plan
    If you expect to age in place in your own home, you need to plan how that will be accomplished.  Baby Boomers are now caring for their parents.  Because there are so many Baby Boomers there is a large pool of people who can be…
Rank this Week: 2434

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

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

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

    The Tragic Life and Death of The Daughter of Zsa Zsa Gabor and Conrad Hilton, Francesca Hilton

    The Tragic Life and Death of The Daughter of Zsa Zsa Gabor and Conrad Hilton, Francesca Hilton
    Everyone loves a good rags-to-riches tale. But Francesca Gabor Hilton’s life followed a dramatically different path. Born to Hollywood star Zsa Zsa Gabor, and founder of the famed Hilton hotel dynasty, Conrad Hilton, Francesca was…
  • Dec 17

    Joan Rivers' Estate Planning Was No Laughing Matter

    Joan Rivers' Estate Planning Was No Laughing Matter
    Joan Rivers was widely respected for her sense of humor, work ethic, and willingness to say almost anything for a laugh. When it came to planning her estate, however, the late comedienne and host of Fashion Police treated the matter very…
  • Dec 10

    Top 10 Celebrity Stories To Spark Holiday Estate Planning Conversation

    Top 10 Celebrity Stories To Spark Holiday Estate Planning Conversation
    Sure the holidays are a fun time for families to sit around talking about what happened on the latest episode of The Walking Dead or how granddaughter Mary is doing in dance class. But they are also a great time to have the important -- yet…
Rank this Week: 710

Estate Planning & Probate 411

Estate Planning & Probate 411

Covers California probate, wills, trusts, powers of attorney, incapacity and related topics. By Helene P. Dreyer Koch.

http://indianwellsestateplanningattorney.com/
  • Jan 15

    Remember: Update Insurance Policies When You Put Property In Your Trust

    Remember: Update Insurance Policies When You Put Property In Your Trust
    Keep Your Real Estate Titled to Your Trust. Good planning includes having a Trust and keeping your major assets titled to yourselves as Trustees of the Trust.  (This does not apply to retirement account assets.)  Failing to maintain…
  • Apr 10

    Dangers of Do It Yourself Wills and Trust

    Dangers of Do It Yourself Wills and Trust
    In a previous post, I discussed An Example of What Can Go Wrong When You Make Your Own Will, as well as an article, Consumer Reports: Write Your Own Will? We tested 3 software products that claim to help you … Continue reading →
  • Jan 20

    An Example of What Can Go Wrong When You Make Your Own Will.

    An Example of What Can Go Wrong When You Make Your Own Will.
    Do-it-yourself Wills: a sad story of planning gone wrong.  Here is a case study by Janet L. Brewer, detailing some of the bad things that can happen when you make your own Will. Read about John, widow and father, faced … Continue…
Rank this Week: 1642

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/
  • Jan 15

    Understanding a Successor Trustee's Potential Liability

    Understanding a Successor Trustee's Potential Liability
    A person who makes a living trust usually names himself or herself as the initial trustee. The trust instrument should also name successor trustees to act in the event the trust's maker dies or becomes incapable of managing their own affairs.…
  • Jan 14

    Dealing With People to Whom You Owe Money – After You Die

    Dealing With People to Whom You Owe Money – After You Die
    The administration of an estate includes not just distributing a person's property, but collecting any debts owed to the deceased. This is why it is important to make a will naming an executor who can act in your name after you are gone. The…
  • Dec 14

    Dealing With Real Property During Probate

    Dealing With Real Property During Probate
    It is common practice in estate planning for an individual to make specific gifts of property. Perhaps you wish to leave your house to your children or a particular family heirloom to a sibling. But what happens if the property described in…
Rank this Week: 978

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Jan 15

    How a $2 Billion Deal Turned on a Little Known California Trust Provision.

    How a $2 Billion Deal Turned on a Little Known California Trust Provision.
      Ever wonder how Donald Sterling’s wife was able to sell the L.A. Clippers without her husband’s consent?  It all comes down to a little known Trust provision that allows the removal of a California Co-Trustee……
  • Jan 6

    Let’s Make a Deal: How California Trust and Will Mediations Work

    Let’s Make a Deal: How California Trust and Will Mediations Work
      If you have never mediated a legal case before, you may be in for a surprise in attending your mediation.  In this video, Stewart Albertson describes some basics of Trust and Will mediation… Continue Reading
  • Dec 29

    Top 14 for 2014: Our top blog posts of the year!

    Top 14 for 2014: Our top blog posts of the year!
    Another year almost down means it’s time to reflect on what took place this year before looking forward to a happy and hopefully prosperous 2015 (that sounds weird).  Here is our pick of top 14 posts for 2014 based on the amount of…
Rank this Week: 3612

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jan 14

    Petitioner Moves to Amend Final Accounting

    Petitioner Moves to Amend Final Accounting
    Probate Lawyers said that in this contested accounting proceeding, the petitioner moves for an order permitting him to amend the final accounting to include trustee's commissions to which he alleges he is entitled. Respondent opposes the…
  • Jan 13

    Court Reviews Previous Account with Regard to Double Commission

    Court Reviews Previous Account with Regard to Double Commission
    A Probate Lawyer said the deceased died May 24, 1905, leaving a last will and testament which was duly admitted to probate in June, 1905. The testator left a widow and one child. The provisions of the will called the attention of the Court by…
  • Jan 12

    Court Appoints Temporary Administrator in Probate Proceeding

    Court Appoints Temporary Administrator in Probate Proceeding
    A Probate Lawyer said the plaintiffs motion pursuant to CPLR § 1015 seeking to substitute the law firm of K&K as temporary Administrator for the Estate of Mrs. C is denied. Instead the Public Administrator of Richmond County is…
Rank this Week: 3068

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

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

http://www.clarkskatoff.com/news-resources/blog/
  • Jan 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…
  • Jan 12

    Best Guardianship Lawyer in Florida

    Best Guardianship Lawyer in Florida
    We are often asked who the best guardianship lawyer in Florida is.  There are many factors that should go into choosing a guardianship lawyer, and we present the following for your consideration.
  • Jan 7

    Membership Interest in LLC Passes Outside of Probate Estate

    Membership Interest in LLC Passes Outside of Probate Estate
    Beneficiary designations and pay on death designations are often used as convenient mechanisms to avoid probate or trust administration.  Most banks and financial institutions allow their customers to name beneficiaries on their accounts…
Rank this Week: 1803

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • 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…
  • Dec 5

    Minimizing the Private Information Revealed in Probate Documents and Probate Proceeding

    Minimizing the Private Information Revealed in Probate Documents and Probate Proceeding
    Personal and financial records are among the few things people generally prefer to keep private. In the past, people may have gone so far as to bury the documents. Nowadays, people might keep them under lock and key in their homes. Some…
  • 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…
Rank this Week: 4312

Wills, Trusts and Estates Blog

Wills, Trusts and Estates Blog

Covers estate planning, estate administration, probate, trusts and wills. By the Martin Law Firm.

http://www.jbmartinlaw.com/blogs/wills-trusts-and-estates/
  • Jan 8

    Big Changes to the Pennsylvania Power of Attorney Laws in 2015

    Big Changes to the Pennsylvania Power of Attorney Laws in 2015
    On January 1, 2015, significant revisions and amendments made to the laws surrounding Pennsylvania power of attorney laws became effective. House Bill 1429 revises and amends 20 Pa.C.S. 5601 et al. (the law which governs powers of attorney…
  • Nov 20

    James Gandolfini's $30 Million Dollar Mistake

    James Gandolfini's $30 Million Dollar Mistake
    Following James Gandolfini's death on June 19, 2013, his estate is now forced to pay approximately $30 million to the government in taxes due to an inadequate Will and incomplete estate plan.  It is unclear who originally drafted…
  • Aug 28

    Legal Same-Sex Marriage in Montgomery County, PA?

    Legal Same-Sex Marriage in Montgomery County, PA?
    In June, in U.S. v. Windsor, the U.S. Supreme Court struck down Section 3 of the federal Defense of Marriage Act ("DOMA"), which defined marriage as between a man and a woman only.  Subsequently, the elected Register of Wills of…
Rank this Week: 1707

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/
  • Jan 5

    Palm Springs Estate Planning Attorney Discusses New California Laws 2015

    Palm Springs Estate Planning Attorney Discusses New California Laws 2015
    California has roughly 900 new laws that will go into effect in 2015. Some of the highlights are: Immigrant Driver's Licenses The DMV will now issue driver's licenses to undocumented immigrants if they meet every qualification including…
  • Dec 15

    Palm Desert Estate Planning Attorney Discusses the A/B Trust

    Palm Desert Estate Planning Attorney Discusses the A/B Trust
    We have previously discussed the importance of keeping your estate plan up-to-date. It's a good rule of thumb to have an experienced estate planning attorney review your documents at least every five years. Out dated documents may have…
  • Apr 8

    401(k) Beneficiary Problems for Palm Springs Resident

    401(k) Beneficiary Problems for Palm Springs Resident
    As Palm Desert estate planning attorneys, we frequently see clients with beneficiary designation issues. A recent article in the Wall Street Journal highlights this integral part of estate planning. A Will or Trust is very important but will…
Rank this Week: 3234

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Jan 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,…
  • 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…
Rank this Week: 4600

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

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

https://ncestatelitigation.wordpress.com/
  • Jan 5

    An Interview With North Carolina’s Senior Administrative Law Judge

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

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

    A Recent Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge Fred G. Morrison, Jr. for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
  • Dec 1

    Pitfalls to Avoid in Estate Planning

    Pitfalls to Avoid in Estate Planning
    Several online web sites provide forms for people to create their own wills for a fee less than that of hiring a typical attorney.  Earlier this year, a member of the Florida Supreme Court called that approach “penny-wise and…
Rank this Week: 1842

California Probate and Estate…

California Probate and Estate Planning Blog

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

http://www.californiaprobate.info/blog
  • Jan 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 ……
  • 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 ……
Rank this Week: 2891

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
  • 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…
  • Oct 19

    How To Avoid Probate

    How To Avoid Probate
    There is hardly a week that goes by that I don’t receive a call from a potential client asking me to help them “avoid probate”. Unfortunately, most of the time, the client only has a vague understanding of the probate…
Rank this Week: 1516

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/
  • Dec 29

    Scottsdale Trust Litigation

    Scottsdale Trust Litigation
    Trusts are often sold to seniors as a device allowing them to pass their property to their children and other loved ones with the least possible expense, time and hassle. That may be true where there are no complications and everyone in the…
  • Dec 10

    Scottsdale, AZ Elder Law Litigation and the Greatest Generation

    Scottsdale, AZ Elder Law Litigation and the Greatest Generation
    The survivors and veterans of World War II have been called the Greatest Generation for several decades now, a title earned by their enormous contributions during a period of global and cultural strife. The nation’s prosperity depends…
  • Oct 23

    Elder Abuse Is Everyone’s Concern

    Elder Abuse Is Everyone’s Concern
    Abuse of the most vulnerable of society is a concern for everyone. And when an elderly loved one is the victim, you may be left confused about the steps you should take to extract the elder from the abusive situation and make sure that he or…
Rank this Week: 4594

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • 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):…
  • Nov 18

    Probate Court Program at Stanley Mosk Courthouse

    Probate Court Program at Stanley Mosk Courthouse
    Firm partner, Yasha Bronshteyn, attended the Ex-Parte Probate Court Program Presented by Trusts and Estates Section of the Los Angeles Bar Association at the Stanley Mosk Courthouse 111 N. Hill Street, Los Angeles, California. Speakers…
  • Sep 7

    Los Angeles Bar Association Trust and Wills Symposium

    Los Angeles Bar Association Trust and Wills Symposium
    Firm partner, Yasha Bronshteyn, is looking forward to attending the People Behaving Badly: Trustees and Beneficiaries Abusing Each Other and Settlors program being presented on September 19, 2014, at the Millennium Biltmore Grand,…
Rank this Week: 3262

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
  • 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…
  • 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…
Rank this Week: 3948