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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jun 24

    12 Strange Funerals and Funeral Tradition

    12 Strange Funerals and Funeral Tradition
    Funerals are generally somber, mournful events. The loss of a loved one is always a difficult, heart-wrenching experience and the funeral service mirrors this loss. Occasionally though, the life of the deceased may have been so unique or…
  • Jun 23

    Article on Choosing Marriage

    Article on Choosing Marriage
    Kaiponanea T. Matsumura recently published an Article entitled, Choosing Marriage, Wills, Trusts, & Estate Law eJournal (2017). Provided below is an abstract of the Article: Questions about the choice to marry have dominated the public…
  • Jun 23

    Five Ways to Bulletproof Your Estate Plan

    Five Ways to Bulletproof Your Estate Plan
    Estate planning involves more than simply drafting a will. It is a comprehensive strategy that has many facets. Competent estate planners can help protect you and your loved ones during retirement, set up plans in case of incapacity, help…
Rank this Week: 15

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jun 13

    Court Revisits Unusually Complicated Will Construction Issue

    Court Revisits Unusually Complicated Will Construction Issue
    The proceeding before the court is one for construction of paragraph “THIRD” of the will of the decedent. It has a long and checkered history before the court. The facts, not complex in themselves, but made so because of the…
  • Jun 13

    Court Rules on Ante-Nuptial Agreement

    Court Rules on Ante-Nuptial Agreement
    Petitioner is the niece of the testator. In January, 1961, she and testator entered into an ante-nuptial agreement in which testator agreed to bequeath $25,000 to her. Testator and petitioner were thereafter married in accordance with the…
  • Jun 6

    Court Hears Proceeding to Settle Account of the Executor

    Court Hears Proceeding to Settle Account of the Executor
    In a proceeding to settle the account of the executor of the decedent’s estate, the objectant appeals, as limited by her brief, from so much of a decree of the Surrogate’s Court, Kings County, dated July 21, 1989, as, after a…
Rank this Week: 47

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/
  • Jun 4

    4th DCA: So who gets to occupy the decedent’s contested real estate?

    4th DCA: So who gets to occupy the decedent’s contested real estate?
    Delbrouck v. Eberling, — So.3d —-, 2015 WL 5948724 (Fla. 4th DCA October 14, 2015) Contested probate proceedings often revolve around conflicting claims to specific property that’s titled in the decedent’s name but…
  • May 22

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power

    Using Equity To Aid The Exercise Of A Power Of Appointment that Fails To Specifically Refer To The Power
    Powers of appointment are the Swiss Army knife of modern estate planning. They’re deceptively simple yet adaptable to almost any planning contingency. And they’re ubiquitous, often getting incorporated into even the simplest…
  • May 17

    STEP’s 2017 Caribbean Conference

    STEP’s 2017 Caribbean Conference
    I recently had the pleasure of speaking at the STEP Caribbean Conference. I co-presented with Cayman Islands trust litigator Rachael Reynolds. We had fun going through the practical “what ifs” a Caribbean trustee should consider…
Rank this Week: 32

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
  • Apr 26

    Bad deed

    Bad deed
    I have had multiple cases recently where title companies have refused to honor deeds recorded around the time of death. That is, the person just before death signed a deed to transfer the property to another. In each case the facts are…
  • Mar 13

    Estate planning lessons from other’s mistake

    Estate planning lessons from other’s mistake
    On March 11, 2016 I got the call of a lifetime… and I do not mean that in a good way. I got the call from the police, in Logan, Utah, that my mother had been shot to death by her husband. This is not a post about domestic abuse, gun…
  • Mar 2

    Carne v. Worthington (2016) 246 Cal.App.4th 548 – Heggstad petitions with trust

    Carne v. Worthington (2016) 246 Cal.App.4th 548 – Heggstad petitions with trust
    You likely know that CaliforniaProbate.info tries to stay up on all “Heggstad” related news. As the owner of www.heggstadpetition.com it is imperative that I keep up-to-date on these cases. We advise clients, and potential…
Rank this Week: 56

Texas Probate Litigation

Texas Probate Litigation

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

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

    Court may construe a will before it is admitted to probate

    Court may construe a will before it is admitted to probate
    Many will contests involve a challenge to the validity of a will, such as claims it did not meet formality requirements or that the testator lacked capacity or was subjected to undue influence. However, sometimes the primary dispute is how...
  • Dec 21

    Challenging non-testamentary designation

    Challenging non-testamentary designation
    Much of the "action" in probate litigation these days does not involve challenges to testamentary dispositions. Instead, I see more of a trend in my practice of challenges to beneficiary designations. Those include designations for: life…
  • 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…
Rank this Week: 35

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: 55

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/
  • Jun 23

    Federal Funding with State Flexibility: A Timely Look at Federalism and Health Care Reform

    Federal Funding with State Flexibility: A Timely Look at Federalism and Health Care Reform
    Nicholas Bagley, Federalism and the End of Obamacare, 127 Yale L.J. F. 1 (2017). Amy Monahan In our era of increasingly divisive politics and fiery rhetoric, particularly around Obamacare and efforts to repeal it, Nicholas…
  • Jun 22

    The Libertarian First Amendment, the Shifting Apostrophe, and the One-Way Ratchet

    The Libertarian First Amendment, the Shifting Apostrophe, and the One-Way Ratchet
    Morgan N. Weiland, Expanding the Periphery and Threatening the Core: The Ascendant Libertarian Speech Tradition, 69 Stan. L. Rev. 1389 (2017). Enrique Armijo In Expanding the Periphery and Threatening the Core, Morgan Weiland tells a story of…
  • Jun 21

    Putting the Bathroom Debate to Rest

    Putting the Bathroom Debate to Rest
    Ruth Colker, Public Restrooms: Flipping the Default Rules, 78 Ohio St. L. J. (forthcoming, 2017), available at SSRN. Ruthann Robson The site of toilets as a social justice struggle is at least as old as plumbing. Biological…
Rank this Week: 204

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 23

    Ontario’s Non-Resident Speculation Tax

    Ontario’s Non-Resident Speculation Tax
    Recently the Government of Ontario followed the heels of the British Columbia Government by introducing a “non-resident speculation tax” (“NRST”). The NRST will apply to the purchase or acquisition of an interest in…
  • Jun 21

    Estates Administration Act Thwarts Dependant Support Claim

    Estates Administration Act Thwarts Dependant Support Claim
    In MacDonald v. Estate of James Pouliot, 2017 ONSC 3629, the court considered a constructive trust and dependant support claim against an intestate estate. While the court granted a constructive trust, it dismissed the dependant support claim…
  • Jun 20

    The Prescribed Rate is About to Change – for Real this Time?

    The Prescribed Rate is About to Change – for Real this Time?
    The prescribed rate is the minimum interest rate prescribed by the Canada Revenue Agency (“CRA”) that should be charged on various non-arm’s loans such as those made by you to your spouse or child (through a family trust).…
Rank this Week: 85

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jun 19

    What to do When a Beneficiary is Serving a Prison Sentence

    What to do When a Beneficiary is Serving a Prison Sentence
    Experienced Estate Planning Attorney Serving Families and Beneficiaries in Upstate New York A beneficiary of an estate could find him or herself serving time in jail or prison. What is an executor to do when a beneficiary is otherwise…
  • Jun 15

    Estate Planning While Unemployed

    Estate Planning While Unemployed
    Experienced Attorney Helping the Unemployed with Estate Planning in Upstate New York Technically, a person can create an estate plan at any time in his or her life, including while unemployed. Naturally, you want an estate plan that addresses…
  • Jun 5

    What if a Trustee is Stealing from the Family Trust?

    What if a Trustee is Stealing from the Family Trust?
    Sadly, it happens more often than people realize. A person trusted with the task of managing family assets and funds decides to take advantage of that access. When a trustee steals from the family trust, you might wonder what legal options…
Rank this Week: 201

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jun 15

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF
    In 2011, Congress raised the estate tax exclusion amount to $5 million per person (indexed for inflation) and added portability to the estate tax laws. The portability provision is an election that allows a surviving spouse to carry over any…
  • Jun 12

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS
    With the number of retirees moving to states which do not access an income, estate or inheritance tax many states are trying to find ways to recoup the lost revenue. The Minnesota Department of Revenue previously took the position that the…
  • Jun 6

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT
    Maintaining an offshore bank account is not illegal, however, failing to report income and interest earned is tax evasion. Effective January 1, 2017, IRS Revenue Procedure 2017-31 added Belgium, Columbia and Portugal to the list of countries…
Rank this Week: 129

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Jun 2

    Oakley sunglasses and related life lesson

    Oakley sunglasses and related life lesson
    I once paid a lot of money for Oakley sunglasses.  At the time, it seemed like a foolish purchase. However, those sunglasses have proven to be perhaps the best investment I have made. There are important life lessons related to…
  • May 12

    Friday Humor

    Friday Humor
    I’m not really a cat person, but this one is ok…
  • Mar 6

    Piercing the Corporate Veil is the exception to the rule

    Piercing the Corporate Veil is the exception to the rule
    Legal liability protection is one of the main reasons for corporate entities.  In most instances, these legal entities insulate owners from legal liability. While there are often tax, accounting and other important reasons…
Rank this Week: 74

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/
  • Jun 1

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett

    Recent Court Decision Highlights Dangers in Medicaid Planning in Massachusett
    On May 30 the Massachusetts Supreme Judicial Court published their decision on Daley v. Secretary of the Executive Office of Health and Human Services. The case focused on two common estate planning techniques that elders can use to protect…
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

    The Dusty Binder: When Good Estate Plans Go Bad
    Jim and Sally did everything right… or so they thought. They grew up in strong, middle class families, did well in school, and had many friends. Jim had a successful career with a local company, while Sally raised four responsible,…
  • 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…
Rank this Week: 62

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/
  • May 28

    Do Illegitimate Children Have Inheritance Rights Under California Law?

    Do Illegitimate Children Have Inheritance Rights Under California Law?
    There was a time when only legitimate children–i.e., children born to a lawfully married couple–could inherit property from a parent. Modern law in California and most states have largely eliminated the distinction between…
  • May 27

    Can My Spouse Still Inherit if We are Legally Separated?

    Can My Spouse Still Inherit if We are Legally Separated?
    If you die without a will, California’s intestacy law dictates how your estate must be distributed. For example, if you are married at the time of your death, your spouse is entitled to a certain share of your property under intestacy.…
  • May 26

    When is a Trust Not a Trust?

    When is a Trust Not a Trust?
    The term “trust” refers to an arrangement in which one person holds property for the benefit of another. In estate planning we commonly use revocable and irrevocable trusts as tools to bypass traditional probate. You give your…
Rank this Week: 146

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/
  • May 25

    Alzheimer’s disease: Facts versus fiction

    Alzheimer’s disease: Facts versus fiction
    The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and other forms of dementia. Let’s begin by looking at what we do know about…
  • May 22

    Fair and Equal Estate Planning

    Fair and Equal Estate Planning
    Is Equal Fair with Estate Planning? Most of our clients want to treat their children fairly and equally.  Splitting assets equally among the children may be easy, but is it fair? When dividing assets, it is often important to determine…
  • May 19

    Online wills may cause trouble and additional cost

    Online wills may cause trouble and additional cost
    There have been many reports of unintended consequences related to the use of online wills over the past few years.  In fact, I have written about many of these issues on this blog. It is important for individuals to understand that…
Rank this Week: 77

Probate in Nevada

Probate in Nevada

By Thomas R. Grover. Covers Nevada probate issues, news and common questions.

http://www.probate-in-nevada.com/
  • May 19

    Funeral Expenses: What’s Reasonable?

    Funeral Expenses: What’s Reasonable?
    Nevada probate law provides a provision for reimbursement of funeral expenses. Funerals usually occur within a few days of death. Often, a family member will personally incur funeral expenses weeks prior to the beginning of&hellip The…
  • Apr 27

    Nevada Probate Sales Presentation

    Nevada Probate Sales Presentation
    These slides are from a presentation that I gave to a group of real estate agents on April 27, 2017.   The post Nevada Probate Sales Presentation appeared first on Probate in Nevada .
  • Mar 7

    Nevada Intestacy Law

    Nevada Intestacy Law
    Nevada Intestacy laws address the problem which arises when a person dies without a Last Will & Testament. Many people die without a Will.  Thus, there are no instructions as to how the person wanted&hellip The post Nevada…
Rank this Week: 67

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: 66

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 31

    The Jose Fernandez Estate: Questions, Uncertainty

    The Jose Fernandez Estate: Questions, Uncertainty
    Jose Fernandez, a once promising young starting pitcher for the Miami Marlins, was killed when the boat he was aboard crashed into a jetty off the Miami Beach coast. Authorities and initial reports stated that Fernandez was accompanied by two…
  • Jan 24

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period
    Can a claim for bad faith be maintained against a decedent’s insurance company, where the claimant failed to file a timely creditor claim against the estate?  A new Florida case says yes, the bad faith claim against the insurance…
  • Jan 23

    Can You Serve a Lawsuit By Facebook?

    Can You Serve a Lawsuit By Facebook?
    In the modern age, where communication can be done by way of text, tweet, email, or swipe, the ancient requirement to hand-serve a summons and complaint on a defendant seems quite anachronistic.  Courts and legislatures have been moving…
Rank this Week: 95

Olivero Law Blog

Olivero Law Blog

Covers Florida bankruptcy, family law, estate planning and real estate law.

http://www.brandonlawoffice.com/blog/
  • Dec 30

    Why you may need a parental power of attorney

    Why you may need a parental power of attorney
    If you are the parent of young children, you may occasionally need to leave them in the care of a close friend during a quick business trip, or perhaps with the grandparents while you take a kid-free holiday. Or, you may routinely leave your…
  • Jul 27

    Special Limits on Wage Garnishment

    Special Limits on Wage Garnishment
    In a previous blog post, http://www.brandonlawoffice.com/2016/06/heres-how-much-of-your-wages-can-be-garnished-to-pay-your-debts, we covered the broad limitations that federal and state laws place on wage garnishment. Wage garnishment is when…
  • Jun 15

    Here’s how much of your wages can be garnished to pay your debt

    Here’s how much of your wages can be garnished to pay your debt
    If you do not pay your debts, your creditors may try to take a portion of your income directly from your employer. This is called wage garnishment. Fortunately, there are limits to how much of your income may be garnished so that you can…
Rank this Week: 187

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: 132

New York Probate Blog

New York Probate Blog

Covers New York probate and estate laws, estate planning and taxation. By Rudolf J. Karvay.

http://www.nycprobate.com/probate-blog/
  • May 23

    Common and Costly Estate Planning Error

    Common and Costly Estate Planning Error
    It is not uncommon for even the very wealthy or public figures to miss the boat when it comes to proper estate planning. While you might think that you are too young, too poor, or too healthy to have to think about estate planning, it is…
  • Oct 23

    Inheritance Rights of Posthumously Conceived Children

    Inheritance Rights of Posthumously Conceived Children
    Thanks to the advancement of technology, couples who are suffering through infertility now have a chance to get pregnant. The most widely known treatment is in vitro fertilization. Through this method, there is a chance for children to be…
  • Oct 23

    Disinheriting Your Spouse

    Disinheriting Your Spouse
    While it is more common to hear of people disinheriting their adult children, disinheriting a spouse is rare. That is because in the State of New York, you cannot disinherit your spouse. You cannot leave the surviving spouse with nothing nor…
Rank this Week: 110

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Feb 19

    Avvo Q&A: "Can dad put me on the deed?"

    Avvo Q&A: "Can dad put me on the deed?"
    I will begin syndicating the responses I give to certain estate and probate questions posted on the advice website Avvo. We begin with a question regarding estate planning. I'll place the question here and then my answer after the "read…
  • Feb 17

    A "power of appointment" - what is that?

    A "power of appointment" - what is that?
    The Georgia Supreme Court recently handed down the case of Smith v. Ashford (full text below the break), in which it dealt with a testator's use of a "power of appointment."What is a power of appointment? In estate-planning parlance, a…
  • Jul 6

    Myers v. Myers: Executor may not run estate as his personal busine

    Myers v. Myers: Executor may not run estate as his personal busine
    The Georgia Supreme Court handed down the probate case of Myers, Executor v. Myers, today. In some ways, the case is an unremarkable example of an executor using an estate as a cash cow for his personal expenditures and, among other…
Rank this Week: 162

Missouri Probate Information

Missouri Probate Information

Covers probate procedures and law in Missouri. By Richard J. Herndon.

http://missouriprobate.info/missouri-probate-blog/
  • Nov 20

    Missouri Probate – Consents and Waiver

    Missouri Probate – Consents and Waiver
    Many probate administrations in Missouri involve families who generally get along, and are in agreement as to the settling of their loved one’s estate.  When this is the case the administration of the estate in many aspects can be…
  • Jun 20

    What is a Statement of Account in a Missouri Probate Matter?

    What is a Statement of Account in a Missouri Probate Matter?
    A Statement of Account is the Final Accounting submitted in an Independently Administered Missouri Probate Estate.  it contains Four sections.  The first simply summarizes the initial Inventory filed in the case – in other…
  • Jun 20

    What is a Statement of Account in a Missouri Probate Matter?

    What is a Statement of Account in a Missouri Probate Matter?
    A Statement of Account is the Final Accounting submitted in an Independently Administered Missouri Probate Estate.  it contains Four sections.  The first simply summarizes the initial Inventory filed in the case – in other…
Rank this Week: 75

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: 181

Mogren Glessner & Roti

Mogren Glessner & Roti

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

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

    Passport For Child After Divorce

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

    Compassion and Conviction

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

    Power of Attorney for Adult Children

    Power of Attorney for Adult Children
    Do you have a Power of Attorney for your adult
Rank this Week: 160

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: 159

My Road Ahead

My Road Ahead

Provide stories and resources to those trying to settle an estate. By Knowtification.com.

http://knowtification.wordpress.com/
  • Oct 12

    An Estate Tool to Make Life Easier…read!

    An Estate Tool to Make Life Easier…read!
    Losing a loved one is one of the most traumatic experiences a family will endure. It’s tough enough to handle the onslaught of emotions it ignites, let alone negotiate the complex maze of practical, legal and financial issues that families…
  • Oct 12

    An Estate Tool to Make Life Easier…read!

    An Estate Tool to Make Life Easier…read!
    “I was left in the dark,” said Sarah from Boulder, Colorado. “MyEstateManager.com walked me through..."
  • Sep 29

    Using Legal Services to Prevent Blisters…Not to Cure Them

    Using Legal Services to Prevent Blisters…Not to Cure Them
    Before taking a few long runs along South Florida’s coastline a few weeks ago, I went shopping for products that would enhance my running experiences.  I considered purchasing energy gels, new shoes, and mp3s for my iPod. While shopping at…
Rank this Week: 198

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Jun 23

    Which Type of IRA Should I Choose?

    Which Type of IRA Should I Choose?
    “Find out what you need to know, to make this key IRA decision.”
  • Jun 22

    The Three P’s of Estate Planning

    The Three P’s of Estate Planning
    With the change of seasons after Memorial Day, it’s the unofficial day that kicks off the beginning of summer. We all like to spend time outdoors, but a recent article from the Middletown, NY Times Herald-Record, “After Memorial Day,…
  • Jun 21

    Don’t Let Your Tax Shelter Become a Tax Nightmare

    Don’t Let Your Tax Shelter Become a Tax Nightmare
    “You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours. Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.”
Rank this Week: 4784

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jun 23

    Reineck v. Lemen and Virginia Powers of Attorney

    Reineck v. Lemen and Virginia Powers of Attorney
    In Reineck v. Lemen, the Virginia Supreme Court tells us something about granting hot powers and certain duties of an agent under a power of attorney.
  • Jun 23

    Changing Direction

    Changing Direction
    I have decided to change the direction of Estateography a bit. Future posts will involve more analysis of Virginia law. The first post in this new direction is here: http://ychlaw.com/thorsen-v-rspca-comments/.
  • Jul 7

    What's a Credit Shelter Trust? Portability?

    What's a Credit Shelter Trust? Portability?
    The estate tax exemption amount is the amount that the federal government allows you to leave to your kids, grandkids, and people other than your spouse and charity without paying estate tax. In 2015, that amount is $5.43 million. The amount…
Rank this Week: 3657

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Jun 23

    Top How to Clean Your Mac Secret

    Top How to Clean Your Mac Secret
    The Do’s and Don’ts of How to Clean Your Mac Remember to have a means mac os x cleaner to perform registry clean up. Registry errors can readily be repaired using an excellent registry cleaning computer software. Should you really…
  • Jun 23

    The latest Fool’s Facts My Life in 10 Many years Composition

    The latest Fool’s Facts My Life in 10 Many years Composition
    Learn about should you will need to match particular ailments for getting your current awarding renewed. That condition is common as well as it good. Whether or not this grown to be a key doubt, Dent would probably resolve it. Have the…
  • Jun 21

    How to Capture Individuals Cheating

    How to Capture Individuals Cheating
    Lesson programs should be reasonable for each student. Don’t enable the coach tag assignments within the training. college research paper services A 20-30 minute Guided Reading session should get ready for every single amount. 1 cause…
Rank this Week: 2031

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Jun 22

    Understanding Special Needs Trusts Video

    Understanding Special Needs Trusts Video
    Special needs trusts help protect special people. Hi, I’m Gary DeWitt, Estate Planning Attorney in Northwest Arkansas.   Understanding Special Needs Trusts: Major Types Special needs trusts come in many different types that fulfill…
  • Jun 20

    What is a Trust Fund? Video

    What is a Trust Fund? Video
    What is a Trust Fund?  First, you need to have a working definition of a Trust, the we can answer the question.  In short, a trust fund is the pool of assets managed by a trust agreement.   Hi, I’m Gary DeWitt, Estate…
  • Jun 16

    Living Will Definition Video – Protect Your Dignity

    Living Will Definition Video – Protect Your Dignity
    Living Will Definition – The difference between a Living Will and a Last Will and Testament is like the difference between apples and oranges. Learn much more by getting Secrets of Effective Estate Planning, Click Here Hi,…
Rank this Week: 1908

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

http://wadelawcorp.com/blog/
  • Jun 22

    The Basics of Estate Planning

    The Basics of Estate Planning
    Estate planning can be complex, but a well-informed and detailed plan can eliminate hassles for your family if you die or become incapacitated. Before you can develop a plan for your estate, however, you should learn some of the basics of of…
  • May 24

    Partnership Basic

    Partnership Basic
    A partnership is typically an association of two or more people that operate as the co-owners of a business that has not been registered as an LLC (limited liability company) or a corporation. Depending up on its structural framework and…
  • May 22

    Advantages of a Living Trust

    Advantages of a Living Trust
    A living trust is typically created by an individual to ensure easy transfer of their assets (upon their death) to their beneficiaries without them having to go through the process of probate. Within this agreement, the legal possession of…
Rank this Week: 1752

Murphy's Law Blog

Murphy's Law Blog

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

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

    The Connection Between Poor Health and Saving for Retirement

    The Connection Between Poor Health and Saving for Retirement
    If you cannot afford to retire yet, you may need to keep yourself healthy enough to continue working. According to a project released by the Transamerica Center for Retirement Studies, of the 39% of individuals around the world who retired…
  • Jun 14

    New Study Identifies Giving Practices by Retired Individual

    New Study Identifies Giving Practices by Retired Individual
    Looking ahead to your retirement has probably been something that you’ve planned for for decades. You’ve invested in the right accounts, charted out what you might need to support you through older years and consulted with a…
  • Jun 6

    Keys to Preserving Wealth Through Multiple Generation

    Keys to Preserving Wealth Through Multiple Generation
    Keys to Preserving Wealth Through Multiple Generations Many different people are interested in protecting their legacy as well as passing on as much wealth as possible to future generations. According to research, however, many high net worth…
Rank this Week: 3598

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/
  • Jun 20

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate
      The Internal Revenue Service has recently issued the 2017 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1,…
  • May 25

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM
    What Is The Pennsylvania Tax Amnesty Program? The PA Tax Amnesty program creates an incentive for taxpayers to pay there tax liabilities during a narrow time period that ends on June 19, 2017.  While this program is open, the PA ……
  • Feb 28

    IRS Installment Agreements: 2017 User Fee Schedule and Option

    IRS Installment Agreements: 2017 User Fee Schedule and Option
    Starting in 2017, the IRS has revised its user fee schedule for installment agreements. The new fee schedule applies to installment agreements entered into, restructured or reinstated on or after January 2, 2017. The final regulations…
Rank this Week: 3533

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jun 19

    Administrators Have To Behave

    Administrators Have To Behave
    Today’s New York Daily News reports the tale of a brawl with potentially  wide-reaching implications for the Administrator of a New York County Estate. The administrator of the 3.1 million dollar estate was arrested for a brawl…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 2280

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jun 18

    Sobering Story About Lack of POA

    Sobering Story About Lack of POA
           June is a month for celebrations.  Whether it’s friends or family it seems there is always a prom, high school or college graduation or wedding to celebrate every year.  It’s the good…
  • Jun 11

    Anatomy of a Scam

    Anatomy of a Scam
                    As far as scams go, it is not one that will cause anyone to lose their life savings.  Maybe calling it a scam is not entirely accurate.  At…
  • Jun 4

    Dad Gets Knocked Off of Medicaid (Part 2)

    Dad Gets Knocked Off of Medicaid (Part 2)
                    Last week I was telling you about John’s dad who was about to be knocked off of Medicaid.  His mom had recently died.  Her will stated…
Rank this Week: 2557

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Jun 16

    Use this Tool to Prevent Financial Exploitation and Identity Theft

    Use this Tool to Prevent Financial Exploitation and Identity Theft
    A hot topic of late among elder law attorneys and certainly in our office is financial exploitation. Between data breaches in the insurance and other industries, phone scams, phishing e-mails, malware on computers, and occasional…
  • Jun 9

    Breach of Fiduciary Duties under a Power of Attorney

    Breach of Fiduciary Duties under a Power of Attorney
    Many agents may be unaware of their duties and limitations under a power of attorney. This is causing an increased amount of family disputes related to mismanagement of the principal’s funds, and a claim for breach of fiduciary duties.…
  • Jun 2

    World Elder Abuse Awareness Day

    World Elder Abuse Awareness Day
    June 15 is World Elder Abuse Awareness Day. The theme this year is “Understand and End Financial Abuse of Older People: A Human Rights Issue”. The UN reports that 5-10 percent of older people worldwide may experience financial…
Rank this Week: 1739

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Jun 12

    Military benefits at issue in divorce

    Military benefits at issue in divorce
    The Supreme Court recently heard a case concerning family law and military benefits in which there was a disagreement between divorced spouses regarding the wife’s share of the husband’s military retirement pay. John Howell spent…
  • May 31

    The impending uncertainty of estate planning

    The impending uncertainty of estate planning
    A sense of uncertainty has emerged under the new administration surrounding estate planning for the year 2017. President Trump has expressed his intent to implement significant changes to U.S. tax policy. However, the degree to which those…
  • May 24

    The lesser known effect of Trump’s executive order

    The lesser known effect of Trump’s executive order
    Earlier this year, President Trump signed the executive order titled: “Enhancing Public Safety in the Interior of the United States.” This order dramatically changes how immigration laws are enforced within the United States. The…
Rank this Week: 1681

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
  • Jun 12

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011
    In an unexpected move, the IRS announced in Rev. Proc. 2017-34 (June 9, 2017) that estates who failed to file an optional estate tax return (Form 706) to elect “portability” of a deceased spouse’s unused exemption (DSUE) now…
  • Mar 6

    New Illinois Laws for 2017, Part 3: Real Property, Disability & More

    New Illinois Laws for 2017, Part 3: Real Property, Disability & More
    This is the third and final post in a series about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017.  Read Part 1 and Part 2. In all, last year the Illinois legislature passed 192 new laws. To…
  • Feb 21

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property
    This is the second in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. A primary of the task of an executor or successor trustee is to ascertain and marshal the decedent’s…
Rank this Week: 2525

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/
  • Jun 9

    On Its Own Motion

    On Its Own Motion
    While most decisions rendered by the Surrogate’s Court result from an affirmative request for relief, occasionally the court will address an issue on its own motion when justice or the exercise of its inherent or statutory power…
  • Apr 28

    Speculation, Estate Planning, and Legal Malpractice

    Speculation, Estate Planning, and Legal Malpractice
    In Gersh v. Nixon Peabody, LLP, the court addressed a legal malpractice claim brought by a decedent's surviving spouse in connection with the couple's estate planning. After settling a claim with the decedent's children from a prior marriage…
  • Mar 31

    Sometimes It’s Just a Question of Standing

    Sometimes It’s Just a Question of Standing
    To object to the probate of a will, party must have a pecuniary interest that would be adversely affected by the admission of the instrument to probate. In Estate of Saunders, the Kings County Surrogate’s Court recently issued two…
Rank this Week: 4470

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/
  • Jun 9

    California couple’s eviction highlights dangers of elderly financial abuse

    California couple’s eviction highlights dangers of elderly financial abuse
    The elderly can be vulnerable to various forms of elder abuse, one of which is financial exploitation. Financial exploitation involves unauthorized use of an elderly person’s finances or property, either by a family member, caregiver or…
  • May 29

    ‘Finding Dory’ puts spotlight on children with special need

    ‘Finding Dory’ puts spotlight on children with special need
    Pixar’s recent film “Finding Dory” will have resonance for parents who have children with special needs. The animated film is the sequel to the 2003 blockbuster “Finding Nemo.” It tells the tale of a blue tang…
  • May 26

    Thank You For Making our 13th Annual Special Needs Seminar our Best Yet

    Thank You For Making our 13th Annual Special Needs Seminar our Best Yet
    Gilfix and La Poll wishes to thank the hundreds of attendees, and wonderful nonprofit co-sponsors, for making our 13th annual Special Needs Seminar our best yet! We were overwhelmed with the response, and with all of the kind comments we…
Rank this Week: 1742

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jun 8

    Pooch and kitty cat, life’s best friends! Estate planning for pet

    Pooch and kitty cat, life’s best friends! Estate planning for pet
    Pet Estate Planning Leaving millions of dollars in a will for a pet seems ludicrous. For example, Leona Helmsley’s will made her pet, Trouble, the richest dog in the world—she bequeathed the Maltese twelve million dollars while…
  • May 22

    Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditor

    Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditor
    Legal Capacity and Estate Planning- How to Help Safeguard a Will from Future Litigation When a loved one grows older, their caretakers’ ever growing to-do list can become overwhelming. After dealing with the basic, everyday needs of an…
  • May 8

    Use of Homestead Property and its’ impact on estate administration

    Use of Homestead Property and its’ impact on estate administration
    The importance of a Semicolon – Does property partially used as primary residence and partially for business purposes qualify as Homestead? Does property partially used as primary residence and partially for business purposes qualify as…
Rank this Week: 4024

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jun 7

    New York Will Contests Require The Disclosure of Information and Document

    New York Will Contests Require The Disclosure of Information and Document
    Will Contests in New York are part of a probate proceeding. When a Last Will is filed for probate, official notice must be given to the decedent’s distributees (next of kin). The distributees have a right to contest the Will. In the…
  • May 31

    New York Estate Real Estate Can Complicate Administration

    New York Estate Real Estate Can Complicate Administration
    Real Estate ownership by a decedent is commonplace. A person may have owned a family residence, or investment or commercial properties. Ownership interests may also appear in the form of cooperative and condominium units. These types of…
  • May 24

    New York Kinship Cases Require Proof of Maternal and Paternal Heir

    New York Kinship Cases Require Proof of Maternal and Paternal Heir
    Surrogate’s Court cases in New York are identified by a number of different proceedings.  There are, for example, probate proceedings and intestate administration proceedings.   There are also accounting proceedings in which…
Rank this Week: 4796

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
Rank this Week: 880

Littman Krooks LLP Blog

Littman Krooks LLP Blog

Covers corporate, elder law, estate planning and special needs planning.

http://www.littmankrooks.com/blog/
  • Jun 6

    ABLE Act Update

    ABLE Act Update
    By: Amy C. O’Hara, Esq., Littman Krooks LLP The Achieving a Better Life Experience Act (the ABLE Act) became effective in New York State on April 1, 2016. The purpose of the ABLE program is to assist individuals with disabilities with…
  • May 31

    Setting Up A Special Needs Trust for a Family Member with Disabilitie

    Setting Up A Special Needs Trust for a Family Member with Disabilitie
    By:  Bernard A. Krooks, Certified Elder Law Attorney Generally speaking, there are two kinds of special needs trusts. Those set up to handle money owned by the beneficiary (like a personal injury or medical malpractice settlement, for…
  • May 26

    Special Needs Fairness Act Adopted in New York State

    Special Needs Fairness Act Adopted in New York State
    By Alexis Gruttadauria, Esq., Littman Krooks LLP At the end of 2016, President Obama signed the Special Needs Fairness Act into law, and this week the New York State Assembly and Senate voted to adopt the law in New York, which allows for an…
Rank this Week: 1751

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
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
  • May 24

    Would You Like a Power of Attorney with that Diploma?

    Would You Like a Power of Attorney with that Diploma?
    It’s that time of year again. High school seniors are preparing to graduate and head off to college, and parents are wondering how it’s possible that their children are all grown up! It’s a milestone that highlights how…
Rank this Week: 4938