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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Dec 7

    Article on Retained Rights Triggering IRC Section 2036

    Article on Retained Rights Triggering IRC Section 2036
    Leslie M. Levy recently published an Article entitled, Section 2036 of the Internal Revenue Code: A Practitioner’s Guide, 51 Real Prop. Tr. & Est. L.J. 75 (2016). Provided below is a synopsis of the Article: This Article summarizes the…
  • Dec 7

    Family Starts Foundation After Son Dies from Food Allergy

    Family Starts Foundation After Son Dies from Food Allergy
    A family is raising awareness on the life-threatening symptoms of food allergies after the sudden death of their son. After eating a nut contained in a piece of cake, a small blister appeared on the boys lip. Shortly after, he...
  • Dec 7

    Widow Sues Over Husband's Death Due to Emotional Distre

    Widow Sues Over Husband's Death Due to Emotional Distre
    A widow is suing an Orlando Walgreens, alleging that the store held her husband captive and made him clean the store’s bathroom. She claims that the humiliation caused emotional distress that led to death of her husband. The lawsuit does...
Rank this Week: 46

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
  • Oct 19

    Living Life to the Fullest!

    Living Life to the Fullest!
    As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes not in the best of health, they don’t let age slow them down.…
  • Oct 12

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?
    A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was in a rush, she explained that her mother was going to be applying for Medicaid the next day, and someone…
  • Sep 30

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?
    I recently received a note from concerned grandparents. Their daughter had died, and their son- in-law was often away on business trips for weeks at a time. They took care of their grandchildren in their father’s absence, but were…
Rank this Week: 71

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/
  • Dec 7

    The Cost of Long Term Care Continues To Rise

    The Cost of Long Term Care Continues To Rise
    What many of our clients do not realize is that long-term health care is expensive, and will only get more expensive with time.  Many people are shocked when they learn about the actual costs of long-term health and feel helpless because…
  • Dec 7

    Homestead Protection In Florida

    Homestead Protection In Florida
    Florida’s homestead protections are renown throughout the country for the great homestead protection laws that protect state residents.  These laws are found in Florida’s Constitution and offer key protection in three…
  • Dec 1

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?
    One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. The revocable trust is also known as a living trust.  A revocable trust has many benefits including the ability to…
Rank this Week: 104

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/
  • Dec 1

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier
    The moment the lawsuit started, it was ugly. Sofia Vergara and Nick Loeb have moved well past ugly into uncharted territory in their courtroom battle that addresses views about life itself. As we wrote after the case began, Vergara and Loeb's…
  • Nov 3

    Prince Estate Enters New Fight Over Who Will Inherit His Million

    Prince Estate Enters New Fight Over Who Will Inherit His Million
    So much trouble caused by such a simple concept. When you create a will, you decide who receives your assets after you die. If you don’t, the laws of the state you live in determine it. What happens when those laws aren’t too…
  • Sep 15

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson
    The death of Gene Wilder saddened Willa Wonka fans across the globe — not to mention fans of Blazin’ Saddles, Young Frankenstein, and many others. When his family issued a statement saying that Alzheimer’s disease claimed…
Rank this Week: 311

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/
  • May 9

    Tips When Registering Your trademark With an Attorney

    Tips When Registering Your trademark With an Attorney
    When you are looking to brand a business, you need to begin by registering a trademark. A trademark is essentially a sign, design or unique expression that is recognisable. Through the use of trademark registration, you can be sure that other…
  • Oct 15

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

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

    Looking At Bankruptcy Law In California

    Looking At Bankruptcy Law In California
    Setbacks are common in life. If your financial situation has spiraled out of control it’s wise that you apply for insolvency. Paths of Alleviation Personal bankruptcy laws supply you with two paths for relief: chapter 7 as well as…
Rank this Week: 383

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: 331

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Dec 8

    Essential Questions to Ask During Estate Planning for Blended Familie

    Essential Questions to Ask During Estate Planning for Blended Familie
    Experienced Attorney Helping Blended Families with Estate Planning in New York Blended families are quite common. Whether you are divorced and remarried, or you are a widower with a new family, it is important to understand how estate…
  • Dec 1

    Should You Implement a No-Contest Clause in Your Will?

    Should You Implement a No-Contest Clause in Your Will?
    Estate Planning Attorney Explains the No-Contest Clause in Wills per New York Laws If you think that your beneficiaries will argue about your will, or that they may contest your will in court, there are ways to prevent disagreements among…
  • Nov 28

    Succession Ideas and Solutions for Family Farm

    Succession Ideas and Solutions for Family Farm
    Local Attorneys Helping Long Island Family Farmers with Estate Planning New York is no stranger to family farms. In fact, there are plenty. Whether you own a large commercial farm or a small family range, it is important that you protect it.…
Rank this Week: 1521

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/
  • Dec 8

    Time to Say Goodbye to Forum Non Conveniens?

    Time to Say Goodbye to Forum Non Conveniens?
    Maggie Gardner, Retiring Forum Non Conveniens, 92 N.Y.U. L. Rev. (forthcoming 2017), available at SSRN.Robin EffronThe doctrine of forum non conveniens is a mainstay in the modern defendant’s procedural arsenal in transnational cases.…
  • Dec 7

    Im-be-ciles: The Supreme Court, American Eugenics and the Sterilisation of Carrie Buck

    Im-be-ciles: The Supreme Court, American Eugenics and the Sterilisation of Carrie Buck
    Adam Cohen, Imbeciles (2016).Kris MiccioAdam Cohen has written an exhaustive account of the nexus between eugenics, racism and immigration law in the United States. Against the backdrop of the Carrie Buck case, a young, poor Catholic…
  • Dec 6

    An Unsafe Financial System

    An Unsafe Financial System
    Anat R. Admati, It Takes a Village to Maintain a Dangerous Financial System in Just Financial Markets? Finance in a Just Society (Lisa Herzog ed., forthcoming 2017), available at SSRN.Caroline BradleyIt Takes a Village to Maintain a…
Rank this Week: 4462

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/
  • Dec 7

    Another Great Review for Probate Lawyer Brian Spiro

    Another Great Review for Probate Lawyer Brian Spiro
    From a client: Dear Brian, Your tenacity, patience, intellect and thoughtfulness are truly appreciated. You turned the underdog into top dog!  We both thank you and know that you are at the beginning of a very successful career!…
  • Dec 6

    Is An Assisted Living Facility Responsible When Employees Coerce Residents Into Making “Gifts”?

    Is An Assisted Living Facility Responsible When Employees Coerce Residents Into Making “Gifts”?
    Elderly individuals move to Florida at a higher rate than anywhere else.  As a result, predatory individuals such as caregivers, aids, and others prey on the elderly or infirmed.  The predatory actions frequently result in changes…
  • Nov 22

    Are Pre-Death Accountings Available in Breach Action Against Trustee When Trust Was Revocable?

    Are Pre-Death Accountings Available in Breach Action Against Trustee When Trust Was Revocable?
    In Hilgendorf v. Estate of Coleman, the Court held that absent any claim of breach of fiduciary duty in carrying out the terms of the trust, there is no duty to account to a contingent beneficiary during the lifetime of the settlor while the…
Rank this Week: 1482

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 6

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?
    A power of attorney is a commonly used legal document, often included in a comprehensive estate plan. When used properly, a power of attorney, or POA, can be a beneficial addition to your estate plan. Unfortunately, people often execute a POA…
  • Nov 29

    Can I Stay in My Home If I Get Sick?

    Can I Stay in My Home If I Get Sick?
    Despite some amazing advances in science and medicine over the past century, a way to stop the natural aging process has yet to be discovered. This means that all of us will eventually succumb to the physical and mental signs of aging. As a…
  • Nov 22

    How Much Does Guardianship Cost in Texas?

    How Much Does Guardianship Cost in Texas?
    If you have a parent, or other elderly loved one, who has reached the point where you are concerned that he or she cannot safely live alone and/or make important decisions without assistance it may be time for you to consider petitioning to…
Rank this Week: 2586

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/
  • Dec 6

    Portability and Second Marriage

    Portability and Second Marriage
    by Matthew M. Shafae and Justin M. Kennedy, Attorneys Law Office of Roy W. Litherland A lot of estate planning hypothetical situations involve the spouse dying, and the survivor getting hitched with some nefarious predator who is only after…
  • Nov 21

    Join Us for Our Last Two Free Living Trust Seminars of 2016

    Join Us for Our Last Two Free Living Trust Seminars of 2016
    If you do not have an estate plan – or if your estate plan consists only of a basic will – you may not be adequately protecting your family against probate and estate taxes. Without proper planning, your family could lose a large…
  • Nov 9

    Keeping it Safe on the Road (An Elder Law Today Blog)

    Keeping it Safe on the Road (An Elder Law Today Blog)
    Most people agree that driving is one of the keys to independence. However, new driving challenges arise as you age. Arthritis can make flexing and twisting painful and weakened muscles make it harder to grip. Aging also affects vision,…
Rank this Week: 2573

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: 3461

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 6

    Trustee’s Duty to Inform and Account

    Trustee’s Duty to Inform and Account
    A Trustee’s Duty to Inform and Account Under the Florida Law The essence of the trustee’s existence is to keep a trust’s beneficiaries adequately informed.  Florida probate practitioners, trust lawyers, and estate…
  • Nov 18

    Attorney-Client Privilege in Probate Litigation

    Attorney-Client Privilege in Probate Litigation
    Death, Lawyers, and Loose Lips:  Third District Court of Appeals Clarifies Distinction Between Ethical duty of Confidentiality from Evidentiary Privilege The attorney client privilege dates back to the English Common Law of the late…
  • Jun 24

    Corya and Woodward

    Corya and Woodward
    LIMITATIONS ON PROCEEDINGS AGAINST TRUSTEES:  CORYA, WOODWARD AND FLA. STAT. §736.1008 The Florida Trust Code contains a section titled “limitations on proceedings against trustees” that is a limitation of actions and…
Rank this Week: 3842

Estate Planning Blog

Estate Planning Blog

Provides estate planning thoughts, news and planning ideas. By Gilfix & La Poll Associates LLP.

http://www.gilfix.com/blog/
  • Dec 5

    Michael Gilfix, National Experts Form Trump Policy Analysis Group

    Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with…
  • Nov 30

    Three mistakes parents of special needs children should avoid

    Three mistakes parents of special needs children should avoid
    Parents of special needs children hope to provide their offspring with financial security and the care they need. However, even with the best of intentions they risk making mistakes that could have costly, long-term consequences for their…
  • Nov 28

    National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Service

    National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Service
    At Gilfix & La Poll, we take pride in innovating new ways to serve our estate planning clients. We recently published an article in Estate Planning magazine covering two ways in which we build beneficial relationships with our clients…
Rank this Week: 1770

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Dec 5

    2016 YEAR END ESTATE PLANNING THOUGHTS

    2016 YEAR END ESTATE PLANNING THOUGHTS
    With December 31, 2016, right around the corner, it is important to look at your year end personal tax and estate planning situation. With a Trump administration and a Republican-controlled Congress, much attention has been paid to the tax…
  • Nov 29

    Under the Internal Revenue Service (IRS)…

    Under the Internal Revenue Service (IRS) rules, the service has a three (3) year statute of limitations after the filing of IRS Form 709 to assess gift taxes on a gift, so long as the gift is adequately disclosed on the return. If a gift is…
  • Nov 21

    WHAT TRUMP'S FEDERAL INCOME TAX PLAN MAY LOOK LIKE

    WHAT TRUMP'S FEDERAL INCOME TAX PLAN MAY LOOK LIKE
    Most individuals expect significant changes to the US Tax Code once President (elect) Trump takes office. High on his agenda are the following: INDIVIDUALS: Cut the number of individual income tax brackets (from 6 to 3) and bring income tax…
Rank this Week: 1921

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Dec 4

    How Medicaid Treats Life Insurance (Part 1)

    How Medicaid Treats Life Insurance (Part 1)
                    Medicaid requires the applicant to spend down all assets to under $2000 before approving an application for benefits.  The question comes up…
  • Nov 27

    John Hancock Latest to Drop Long Term Care

    John Hancock Latest to Drop Long Term Care
                    Two weeks ago John Hancock, one of the largest providers of long term care insurance announced it is withdrawing from the market.  It will stop…
  • Nov 20

    Home for the Holidays (Part 2)

    Home for the Holidays (Part 2)
                Last week I was talking about changes in loved ones we may notice around holiday time, simply because we may be returning home after some time away.  So what can or…
Rank this Week: 1594

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Dec 1

    AG Healey Announces Program to Provide Legal Assistance to Veteran

    AG Healey Announces Program to Provide Legal Assistance to Veteran
    Program to Fund Legal Aid Groups and Nonprofits Focused on Helping Massachusetts Veterans To learn more about this program, the original article can be found here:…
  • Nov 23

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan
    Most people getting together with their family for the holiday this next week will enjoy sitting around the table and discussing what has happened in the previous year. As you approach putting together your holiday newsletter as well, this is…
  • Nov 16

    Make Sure That Life Insurance Is Incorporated Properly in Your Estate Plan

    Make Sure That Life Insurance Is Incorporated Properly in Your Estate Plan
    Life insurance is often seen as a supplementary component to an existing estate plan because the proceeds from a life insurance policy that has been kept active could be used to provide liquidity when it is most needed. Insurance money, for…
Rank this Week: 3631

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Nov 30

    Court Looks at Jurisdiction Issue While Probating an Estate

    Court Looks at Jurisdiction Issue While Probating an Estate
    In an action to recover damages for medical malpractice and lack of informed consent, etc., in which the defendant SSS Medical Center commenced a third-party action against KC, as successor executor of the estate of Mr. RR, KC appeals from an…
  • Nov 18

    Counterclaim Filed for Surrender of Bank Passbook

    Counterclaim Filed for Surrender of Bank Passbook
    Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and…
  • Nov 15

    Court Discusses Will Interpretation

    Court Discusses Will Interpretation
    In a contested probate proceeding, the Objectant appeal from a decree of the Surrogate’s Court, Kings County and dated March 17, 1993, which, after a nonjury trial, inter alia, granted probate of a certain will signed by the testator on…
Rank this Week: 2965

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Nov 29

    What Is a Partnership Buy Sell Agreement?

    What Is a Partnership Buy Sell Agreement?
    A small business may be structured using any of several different types of legal entities, including a partnership. If you have entered into a partnership agreement, you retain a valuable legal interest in the business. That interest is an…
  • Nov 24

    Types of Trusts for Farmer

    Types of Trusts for Farmer
    Family farms have been the backbone of the American economy for centuries. Despite efforts by big farming to take over the farming industry, family farms have survived – even flourished in many cases. In reality, it isn’t big…
  • Nov 22

    3 Common Asset Protection Strategie

    3 Common Asset Protection Strategie
    For most people, at least part of the purpose of creating an estate plan is to ensure that their estate assets are available to provide for loved ones after they are gone. Of course, in order for your estate assets to provide for loved ones…
Rank this Week: 2345

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Nov 28

    Probate Court and Family Court collide

    Probate Court and Family Court collide
    Florida Appeals Court Comes Down Against Probate Creditor Claims From Child For Child Support Arrearages On May 11, 2016, the Fourth District Court of Appeal issued its decision in Davis v. Hengen regarding creditor claims for child support…
  • Nov 7

    Major Life Changes? Get your estate plan dusted off, reviewed and updated

    Major Life Changes? Get your estate plan dusted off, reviewed and updated
    What Effect Does Divorce or Remarriage Have On Your Estate Plan Anytime there is a major life change, whether it is the birth of a child, marriage, or divorce, your estate plan should evolve as your life evolves. But do any of these events…
  • Nov 7

    Major Life Changes? Get your estate plan dusted off, reviewed and updated

    Major Life Changes? Get your estate plan dusted off, reviewed and updated
    What Effect Does Divorce or Remarriage Have On Your Estate Plan Anytime there is a major life change, whether it is the birth of a child, marriage, or divorce, your estate plan should evolve as your life evolves. But do any of these events…
Rank this Week: 4280

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/
  • Nov 28

    It's Time to Reassess Your Medicare Choice

    It's Time to Reassess Your Medicare Choice
    Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. The post It's Time to Reassess Your Medicare Choices appeared first on Boydstun.
  • Nov 28

    States Begin Offering State-Run Retirement Plan

    States Begin Offering State-Run Retirement Plan
    Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer. The post States Begin Offering State-Run…
  • Nov 28

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017
    Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years. The post Typical Social Security Recipient Will Get $4 Benefit Increase in 2017…
Rank this Week: 2339

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: 2096

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
  • Nov 28

    Contesting a Will in New York: An Overview of Will Contest

    Contesting a Will in New York: An Overview of Will Contest
    People (usually those who have been disinherited) often wonder if they have any rights to contest a last will and testament of a loved one which they believe to be an invalid will. There may be many reasons why they believe the will to be a…
  • Aug 29

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
  • Jul 6

    Estate Planning for Young Familie

    Estate Planning for Young Familie
    Young people, including the author, tend to think they are invincible. They don’t plan on getting sick or even worse, dying. Why, then, do they need an estate plan? For the same reason that older people create them: we are all mortals…
Rank this Week: 1673

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 26

    Do I Have to Pay Taxes After I Die?

    Do I Have to Pay Taxes After I Die?
    There are many questions you may have when thinking about estate planning. In addition to worrying about making a will, or setting up a trust, and dealing with decisions about whom to leave your property, there are also more mundane issues to…
  • Nov 25

    Rise in Alzheimer’s, Dementia Deaths Emphasize Importance of Estate Planning

    Rise in Alzheimer’s, Dementia Deaths Emphasize Importance of Estate Planning
    The London Telegraph recently reported that there has been a “huge rise in the number of lasting powers of attorney” filed with the government. The Telegraph said more than 441,000 powers of attorney were established in 2015,…
  • Nov 23

    Can My Spouse Contest My Will?

    Can My Spouse Contest My Will?
    It is not uncommon for a person entering a second marriage to keep certain assets as separate property for the benefit of any children from the first marriage. If you are in this situation, it is important to make sure that your estate…
Rank this Week: 1248

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: 4165

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/
  • Nov 22

    A Flood . . . in the Basement

    A Flood . . . in the Basement
    A recent case decided by the Richmond County Surrogate revisits the law pertaining to probating lost or damages wills. In Matter of Larsen, the decedent’s will, apparently damaged in a flooded basement to the extent that the…
  • Sep 29

    Article 17-A Guardianship: It is Not for Everyone

    Article 17-A Guardianship: It is Not for Everyone
    In two recent decisions, Surrogate Lopez Torres of Kings County denied petitions for guardianship under SCPA Article 17-A, demonstrating the strict circumstances under which guardians are appointed under this particular statute. Unlike under…
  • Sep 8

    Recent Amendment Creates Further Exception to Attorney-Client Privilege

    Recent Amendment Creates Further Exception to Attorney-Client Privilege
    An amendment to CPLR 4503(b) was recently signed into law, creating another exception to the attorney-client privilege. Ilene Cooper discusses the new legislation in our latest entry.
Rank this Week: 4154

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 22

    Selecting your Trust or Will litigation lawyer

    Selecting your Trust or Will litigation lawyer
    How do you select a lawyer to represent you in a Trust or Will litigation matter? It can be a frustrating process. What we suggest to people is to be comfortable with the person you are meeting with before hiring a lawyer. Lawyers have a…
  • Nov 8

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit
    Occasionally we are asked about fighting against a big firm. Maybe your Trustee decides to hire a big firm in Los Angeles, New York, Chicago, Boston, or some other big city. How are you going to fight your Trustee when he or she is…
  • Oct 25

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust
    There are times when a Trust settlor names a successor Trustee who is not a beneficiary of the Trust. This is often a great idea because naming a child as Trustee can be disastrous. And naming two or more children as Co-Trustees is a…
Rank this Week: 3547

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 20

    “Oh What A Tangled Web We Weave…When First We Practice To Deceive”

    “Oh What A Tangled Web We Weave…When First We Practice To Deceive”
    Walter Scott’s epic words quoted above are a good guide for all of us; especially for attorneys. In what would appear to be a perfectly ridiculous way to lose a law license, New York City attorney James A. Robbins has been disbarred…
  • Nov 17

    They’re Coming Our Of The Woodwork For A Piece Of Prince’s Estate

    They’re Coming Our Of The Woodwork For A Piece Of Prince’s Estate
    There is nothing like the death of a wealthy celebrity who dies without a will to bring scads of would-be relatives out of the woodwork, each claiming to be a long-lost brother, sister, cousin, etc. Loren Barr’s Trust and Estate Blog…
  • Nov 6

    Will Drafting Requires Choosing The Right Words –Something You Should Have A Lawyer Do For You

    Will Drafting Requires Choosing The Right Words –Something You Should Have A Lawyer Do For You
    Just about anyone who can navigate the web can find a template for a do it yourself will. After all, why go to a lawyer to draft your will when you can figure out how to do it yourself for free? Your lawblogger has long contended with the…
Rank this Week: 2061

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Nov 17

    Estate of Koontz: Another summary judgment overturned

    Estate of Koontz: Another summary judgment overturned
    Estate of Koontz is a very recent decision from the San Antonio Court of Appeals. The trial court in Bandera County had granted summary judgment against a will contestant's claims of lack of testamentary capacity and undue influence. The…
  • Oct 18

    Estate of Matthews: Successful challenge to marriage

    Estate of Matthews: Successful challenge to marriage
    A fairly common scenario in estate litigation involves a claim from a widow to a share of an estate. Often there is a claim of a common law marriage. Texas recognizes common law marriage under some circumstances. Once established, a...
  • Jul 5

    Estoppel does not prevent beneficiary from pre-suit discovery

    Estoppel does not prevent beneficiary from pre-suit discovery
    The Fort Worth Court of Appeals decision in In Re Meeker involves two important issues for probate litigators: entitlement to pre-suit discovery and estoppel based on acceptance of benefits. Both issues arise fairly regularly in will…
Rank this Week: 4733

All About Estates

All About Estates

Covers estates, trusts, tax, litigation, guardianship and elder care.

http://www.allaboutestates.ca/
  • Nov 17

    Do you know any Jay Walkers?

    Do you know any Jay Walkers?
    Have you seen seniors trying to cross a busy street where there are no traffic lights? Many think they can walk faster than the speeding car headed their way. Not so….. Becoming allies in promoting safety for seniors can encompass a…
  • Nov 16

    Must an estate pay for a charitable pledge by the deceased?

    Must an estate pay for a charitable pledge by the deceased?
    Canadians are charitable people. According to Statistics Canada, 82% of Canadians made a financial donation to a charitable or non-profit organization in 2013 (the latest available year). The amount given by donors increased from an annual…
  • Nov 15

    TFSA’s – a refresher on the Rule

    TFSA’s – a refresher on the Rule
    Borrowing heavily from some recent literature on this subject, I though it may be useful at this time of the year to quickly revisit some of the rules surrounding tax free savings accounts (“TFSA”) Contribution room for an…
Rank this Week: 3042

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3213

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 15

    The California probate process speech

    The California probate process speech
    I feel thankful that NBI and other organizations consistently ask me to come talk about estate and probate law.  Yesterday I had the pleasure of speaking for almost two hours on probate law to a group of attorneys and paralegals. My…
  • Oct 26

    Probate book for your KINDLE – download it now!

    Probate book for your KINDLE – download it now!
    As my avid readers know I was excited to release a book about the California probate process a couple months back. In all honesty sales have been better than expected. It took a while to get the Kindle format working but it should be up and…
  • Sep 16

    Medallion Guarantees and Stock Transfer agent

    Medallion Guarantees and Stock Transfer agent
    I have posted a few times on the importance of funding your trust. I have also posted about my inclination toward consolidation of assets. As stated you have to consider FDIC insurance, other insurance, taxes, etc… but in general I am…
Rank this Week: 2857

Tennessee Wills and Estates

Tennessee Wills and Estates

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

http://www.tennesseewillsandestates.com
Rank this Week: 2444

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Nov 10

    Metuchen Library Wills, Estate Planning & Probate Seminar

    Metuchen Library Wills, Estate Planning & Probate Seminar
    Metuchen LibraryWills, Estate Planning & Probate SeminarNovember 14 at 7:00pmFree community program 480 Middlesex Ave. Metuchen, NJ 08840    Seniors invitedWILLS & ESTATE ADMINISTRATION-PROTECT YOUR FAMILY AND MAKE PLANNING…
  • Nov 8

    Challenge to Will based on lack of testamentary capacity and undue influence rejected IN RE ESTATE OF TORNABEN

    Challenge to Will based on lack of testamentary capacity and undue influence rejected IN RE ESTATE OF TORNABEN
    Challenge to Will based on lack of testamentary capacity and undue influence rejectedIN RE ESTATE OF TORNABENDOCKET NO. A-5181-14T4 (N.J. Super. App. Div. Sep. 27, 2016) PER CURIAMNOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE…
  • Nov 8

    Removing the Administrator of an Estate

    Removing the Administrator of an Estate
    Intestate SuccessionWhen no Will exists, Real and Personal property is not distributed according to the decedent persons desires. Rather, it is distributed according to the statutes of New Jersey.The net estate remaining after deduction of…
Rank this Week: 1033

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 9

    Trump’s Estate Tax Plan

    Trump’s Estate Tax Plan
    Well, it happened. Something very few people saw coming: Donald Trump was elected President of the United States. For most people, there are a whole host of potentially more pressing questions about what Trump's presidency will mean for the…
  • Oct 18

    Hillary Clinton’s Estate Tax Plan

    Hillary Clinton’s Estate Tax Plan
    Last Thursday, Hillary Clinton declared her proposal for the federal estate tax: Currently, only estates worth $5.5 million or more pay taxes on inheritance. Clinton would lower that threshold to $3.5 million per person and $7 million per…
  • Oct 10

    Second Marriage? What Could Happen if You Don’t Have an Estate Plan

    Second Marriage? What Could Happen if You Don’t Have an Estate Plan
    Did you know that if you die without a will, each state in the U.S. has already written one for you? These default “wills” are actually called “intestacy statutes” and they generally provide the following as to the…
Rank this Week: 4472

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 2

    New York Will Contests Can Be Avoided

    New York Will Contests Can Be Avoided
    There are many great reasons to create an estate plan. The New York Probate Lawyer Blog has published many posts discussing the basics of estate planning. Preparing and signing documents such as a Last Will, Living Will, Health Care Proxy,…
  • Oct 26

    New York Wills Need to Be Properly Prepared and Signed

    New York Wills Need to Be Properly Prepared and Signed
    The preparation and signing of Wills in New York is an important part of the estate planning process. Creating documents such as a Last Will, Living Will, Health Care Proxy and Living Trust is an important first step in expressing a persons…
  • Oct 19

    New York Estate Planning Involves Many Consideration

    New York Estate Planning Involves Many Consideration
    Planning an estate in New York requires that numerous factors be considered. The testator or creator of a Last Will or Trust should begin by making a complete inventory and review of his assets. The New York Probate Lawyer Blog has many posts…
Rank this Week: 4414

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

Covers probate and estate planning. By Platt & Westby, P.C.

http://www.phoenixprobatelawyersblog.com/
  • Oct 27

    Communicating Religious Values in Your Estate Plan

    Communicating Religious Values in Your Estate Plan
    Providing for religious needs in your estate plan. The post Communicating Religious Values in Your Estate Plan appeared first on Phoenix Probate Lawyers Blog.
  • Oct 14

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust
    Did you know a Trustee is protected from personal liability when entering into contracts in their fiduciary capacity? This does not protect the Trustee outright, particularly if they are mishandling the estate. Learn more here. The post…
  • Oct 6

    Will or Trust Contests and How to Avoid Them

    Will or Trust Contests and How to Avoid Them
    Learn how to protect your estate plan from litigation after your passing. The post Will or Trust Contests and How to Avoid Them appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 1783

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/
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
Rank this Week: 3054

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

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

http://www.illinoisestateplan.com/blog
  • Sep 29

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance
    This guest blog post was written by Rachael Everly. Rachael is an undergraduate student who loves to write on the topics related business, finance, technology and education. Follow @RachaelEverly for further updates. Usually the last thing on…
  • Jun 27

    Ernie Banks Estate, Part 10: Settlement Talks and More

    Ernie Banks Estate, Part 10: Settlement Talks and More
    This is the ninth installment in my series on various legal aspects of the Estate of Ernie Banks. You can read my first nine pieces here. I’m back! It’s been a couple months since my last blog post and over six months since my…
  • Apr 5

    A Brief Introduction to Premarital Agreement

    A Brief Introduction to Premarital Agreement
    Premarital (aka prenuptial) agreements are sometimes a touchy subject (and often fodder for celebrity gossip). OK, maybe more than sometimes. I think that’s because they are often viewed as nothing more than pre-planning for divorce.…
Rank this Week: 2302

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Sep 20

    How you can benefit from elder law services - Video | KRIV

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
  • 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,…
Rank this Week: 4679

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/
  • Sep 2

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule
    On September 1, 2016, the Florida Supreme Court approved changes to the Probate Rules. The Probate Rules include both Probate and Guardianship. While there were multiple changes to throughout (many being minor), in this post I am going to…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
Rank this Week: 4168

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/
  • Aug 23

    Kent Berk to Teach Financial Exploitation Seminar

    Kent Berk to Teach Financial Exploitation Seminar
    Scottsdale, Arizona probate attorney Kent S. Berk will teach a seminar regarding financial exploitation claims under Arizona’s adult protective service act.  The seminar will be held at the Maricopa County Bar Association in…
  • Jun 29

    23 Mile Buckskin Gulch Hike

    23 Mile Buckskin Gulch Hike
    Lest any of our friends or clients think that all we do is go to court, take depositions and sit in the office talking on the phone or doing research and writing, we decided to share the video of our epic hike of Wire Pass, Buckskin Gulch and…
  • Mar 10

    Keeping a Healthy Brain

    Keeping a Healthy Brain
    Most people are concerned about keeping their brains healthy and active as they age. With high anticipated rates of Alzheimer’s disease and dementia projected for the future, this should be important for everyone. Indeed, the…
Rank this Week: 4457

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/
Rank this Week: 1960

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate Property

    Real Estate Agents: A Primer on Florida Probate Property
    Download a PDF optimized copy of this article here. Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout…
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate property

    Real Estate Agents: A Primer on Florida Probate property
    Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout the State of Florida. Many of these properties are…
  • Jul 26

    ALERT: Confirm Designated Beneficiary on Your Bank Account!

    ALERT: Confirm Designated Beneficiary on Your Bank Account!
    In the past year, we’ve had at least 5 calls requesting our Florida probate representation for just a regular checking account. If the deceased owner of the account had simply confirmed the designated beneficiary, probate could have…
Rank this Week: 1362

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/
  • Jul 14

    What Is a Discretionary Trust?

    What Is a Discretionary Trust?
    A “discretionary trust” gives the trustee discretion over how, when, and if the beneficiaries may access trust assets. Certain uses of the money might be deemed acceptable, whereas other uses will be restricted. For instance, the…
  • Jun 25

    How Can You Help with Their College Expenses?

    How Can You Help with Their College Expenses?
    If you have children or grandchildren who have not yet completed their college education, you may be wondering how to help them achieve that goal. Two popular choices are the 529 College Education Plan and an Education Trust. A 529 ……
  • Feb 19

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
Rank this Week: 2325