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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Apr 27

    Daughter Sues Her Mother for Swindling Away Her Inheritance

    Daughter Sues Her Mother for Swindling Away Her Inheritance
    A daughter is accusing her Long Island mother of swindling away her inheritance. Elizabeth Marcus’s father left her a huge portfolio worth approximately $15 million, but now, her mother is selling the properties that belonged to Marcus in…
  • Apr 27

    How a Will Can Carry Out Your Wishe

    How a Will Can Carry Out Your Wishe
    In recent years, a growing number of people are drafting wills and living wills, which name agents to handle their medical care decisions if they become incapacitated. Perhaps, the deaths of entertainers like George Michael and Prince who…
  • Apr 27

    "Mary Kills People": New Drama About Assisted Suicide

    "Mary Kills People": New Drama About Assisted Suicide
    “Mary Kills People” is a new Canadian drama series about euthanasia that will make its debut this Sunday on Lifetime. The main character, Dr. Mary Harris, plays an emergency-room surgeon by day and a dispenser of death to the…
Rank this Week: 51

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/
  • Apr 27

    Cost Containment—Global Budget Cap

    Cost Containment—Global Budget Cap
    Nelson Sabatini, Joseph Antos, Howard Haft & Donna Kinzer, Maryland’s All-Payer Model—Achievements, Challenges, And Next Steps, Health Affairs Blog (Jan. 31, 2017).David OrentlicherWhile the Affordable Care Act has done…
  • Apr 26

    Biological and Social Approaches to the LGBT Family

    Biological and Social Approaches to the LGBT Family
    Michael Boucai, Is Assisted Reproduction an LGBT Right?, 2016 Wisc. L. Rev. 1065 (2017).Douglas NeJaimeFor decades, same-sex couples have made claims—in both politics and law—to parenthood. Many of these claims relate to the…
  • Apr 25

    The Staying Power of Injustice and the Prolonged History of the Trafficking of Indian Children in The Other Slavery

    The Staying Power of Injustice and the Prolonged History of the Trafficking of Indian Children in The Other Slavery
    Andrés Reséndez, The Other Slavery: The Uncovered Story of Indian Enslavement in America (2016), available at Amazon.Ann TweedyThe Other Slavery: The Uncovered Story of Indian Enslavement in America is a devastating encyclopedic…
Rank this Week: 123

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: 194

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
Rank this Week: 204

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: 312

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/
  • Apr 11

    Community Property Trust can save Income Taxe

    Community Property Trust can save Income Taxe
    How a Community Property Trust Can Save Tens or Hundreds of Thousands of Dollars in Capital Gains Taxes Community property trusts can save your clients tens of thousands of dollars in capital gains taxes, and that is just one of their many…
  • Apr 10

    How Does A Step Up In Basis Work?

    How Does A Step Up In Basis Work?
    How Does A Step Up In Basis Work? Capital gains taxes are one of the more confusing taxes that American citizens have to pay.  The best way to explain capital gains taxes is through examples.  This article will include plenty of…
  • Apr 6

    Final Accounting: How To Object in Florida

    Final Accounting: How To Object in Florida
    How To Object To The Final Accounting of a Personal Representative in Florida The final accounting can be complex. As many Florida residents might know, the probate of an estate can be a very lengthy process that can be full of…
Rank this Week: 479

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
  • Aug 6

    Successfully Passing the Family Business to Children

    Successfully Passing the Family Business to Children
    Some good reminders from www.estateplanning.com on the importance of being prepared to pass the family business to your kids: If you own and operate a business, you need to have a plan for the future of the business in the event you become…
  • Jun 28

    The Importance of Reviewing Beneficiary Designation

    The Importance of Reviewing Beneficiary Designation
    Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts – those assets may be distributed to your “estate” instead of your intended beneficiary? This can increase the…
  • Jun 13

    Even young adults should plan their Estate

    Even young adults should plan their Estate
    Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Rank this Week: 470

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 417

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

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

    The End of the Blog

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

    Unlimited Charitable Gifts Through the End of 2005

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

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 426

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Apr 27

    When Is Guardianship the Best Option?

    When Is Guardianship the Best Option?
    As much as we would prefer not to think about it, as we age, so do our parents. For an adult child, watching a parent succumb to the natural aging process can be difficult. If the parent begins to show signs of having Alzheimer’s, or…
  • Apr 25

    The “No Contest” Clause

    The “No Contest” Clause
    You undoubtedly think of a Last Will and Testament as the Testator’s opportunity to decide precisely what happens to his or her estate assets after death. In most instances, that is exactly what happens –the decedent’s Will…
  • Apr 20

    National Donate Life Month Should Encourage a Review of Your Estate Plan

    National Donate Life Month Should Encourage a Review of Your Estate Plan
    When most of us think about estate planning, we tend to focus on things such as the distribution of estate assets when we die or providing for loved ones after we are gone. There is another aspect to estate planning, however, that is of equal…
Rank this Week: 587

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 20

    Why A Successor Trustee Is Important

    Why A Successor Trustee Is Important
    If you are considering the addition of a trust agreement to your estate plan you will need to make a number of important decisions should you decide to create a trust. Deciding who to appoint as the Trustee of your trust is one of those…
  • Dec 13

    Why Should Incapacity Planning Be Included in Your Estate Plan?

    Why Should Incapacity Planning Be Included in Your Estate Plan?
    A comprehensive estate plan should do far more than simply provide a roadmap for the distribution of your estate assets after your death. Components such as tax and probate avoidance, special needs planning, or retirement planning can easily…
  • 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…
Rank this Week: 592

Wills, Trusts and Estates Blog

Wills, Trusts and Estates Blog

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

http://www.jbmartinlaw.com/blogs/wills-trusts-and-estates/
  • May 28

    House of Representatives Vote to Repeal Federal Estate Tax

    House of Representatives Vote to Repeal Federal Estate Tax
    As reported in a recent article on syracuse.com,  in a 240 to 179 decision, the House of Representatives voted on April 16, 2015 to repeal the Federal Estate Tax.  While the bill to repeal this tax has passed, President Obama has…
  • Mar 19

    Naming a Facebook Executor isn’t All You Need

    Naming a Facebook Executor isn’t All You Need
    As a follow up to a recent blog regarding how your online accounts are handled upon your death and how you can use your Last Will and Testament to prepare for this, a related topic has been getting attention in the media. Facebook has now…
  • Feb 25

    Pennsylvania Estate Planning: Its Never Too Early to Start

    Pennsylvania Estate Planning: Its Never Too Early to Start
    Pennsylvania estate planning, a concept which you may think only applies to older individuals or those with a lot of money, in reality, is a very important way for even young families to prepare for difficult and emotionally scenarios. In…
Rank this Week: 563

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Apr 16

    Court Hears Proceeding to Construe a Will

    Court Hears Proceeding to Construe a Will
    This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters…
  • Apr 16

    Court Hears Proceeding to Construe a Will

    Court Hears Proceeding to Construe a Will
    This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters…
  • Apr 8

    Petitioner Moves for Summary Judgment

    Petitioner Moves for Summary Judgment
    In this Probate case, Petitioner moves for summary judgment on her entitlement to take an elective share of the decedent’s estate pursuant to EPTL 5-1.1-A. Petitioner filed a petition seeking a decree determining that she is entitled to…
Rank this Week: 680

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
  • Jan 24

    Ownership of Safe Deposit Box Content

    Ownership of Safe Deposit Box Content
    Who owns the contents of a safe-deposit box when two people are on the box and one dies? The answer may depend on what is specifically provided in the lease or rental agreement with the bank.  In other words, does the bank have a written…
  • Jan 9

    Due Process, Death and Taxe

    Due Process, Death and Taxe
    I have written extensively about the application of the due process requirements under both the Florida and United States Constitutions in previous blogs and cannot resist touching upon a recent opinion in a state court case applying federal…
  • Dec 27

    Trust Revocation: No Magic Art is Necessary

    Trust Revocation: No Magic Art is Necessary
    The Uniform Trust Code §602(c) provides that a settlor may revoke or amend a revocable trust by substantial compliance with a method provided in the terms of the trust or by any method manifesting clear and convincing evidence of the…
Rank this Week: 673

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Sep 28

    Incapacity Planning In Your South Carolina Estate Plan

    Incapacity Planning In Your South Carolina Estate Plan
    Incapacity Planning in Your South Carolina Estate Plan from John Kuhn Though you may not want to think about the possibility of becoming incapacitated, you should because your loved ones may suffer if the worst does happen and you failed to…
  • Sep 28

    Incapacity Planning In Your South Carolina Estate Plan

    Incapacity Planning In Your South Carolina Estate Plan
    Incapacity Planning in Your South Carolina Estate Plan from John Kuhn Though you may not want to think about the possibility of becoming incapacitated, you should because your loved ones may suffer if the worst does happen and you failed to…
  • Sep 28

    Incapacity Planning In Your South Carolina Estate Plan

    Incapacity Planning In Your South Carolina Estate Plan
    Incapacity Planning in Your South Carolina Estate Plan from John Kuhn Though you may not want to think about the possibility of becoming incapacitated, you should because your loved ones may suffer if the worst does happen and you failed to…
Rank this Week: 778

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Apr 27

    Spotswood LibraryWills, Estate Planning…

    Spotswood LibraryWills, Estate Planning & Probate SeminarMay 23 at 12:30 Free community program Spotswood Library548 Main StreetSpotswood, NJ 08884            WILLS & ESTATE…
  • Apr 27

    Woodbridge Library Wills, Estate Planning & Probate Seminar May 15

    Woodbridge Library Wills, Estate Planning & Probate Seminar May 15
     Woodbridge LibraryWills, Estate Planning & Probate SeminarMay 15 at 7pm       May is Older Americans MonthAt Woodbridge Public Library1 George Frederick Plaza Woodbridge NJ 07095  WILLS &…
  • Apr 27

    South Brunswick Senior Center Wills, Estate Planning & Probate Seminar May 15, 2017

    South Brunswick Senior Center Wills, Estate Planning & Probate Seminar May 15, 2017
      South Brunswick Senior CenterWills, Estate Planning & Probate Seminar May 15, 2017 at 12:30   Free community program for South Brunswick residentsWILLS & ESTATE ADMINISTRATION- PROTECT YOUR FAMILY AND MAKE…
Rank this Week: 872

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/
  • Apr 14

    Trouble Brewing Between George Michael Estate And His Former Lover

    Trouble Brewing Between George Michael Estate And His Former Lover
    When British pop star George Michael, 53, whose full name was Georgios Kyriacos Panayiotou, died on Christmas Day, 2016, he was discovered by his lover, Fadi Fawaz. Tensions have been building between Fawaz and Michael's surviving family…
  • 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…
Rank this Week: 901

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
  • 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…
  • Feb 16

    Calendar Notes in Probate Court

    Calendar Notes in Probate Court
    You get calendar notes in your probate court case. Now what do you? Every county is different. Some counties post calendar notes (or “tentative rulings”) a day before the court hearing and some do it a month before. Some do not…
Rank this Week: 933

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: 892

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 962

The Law Office of Raymond A.…

The Law Office of Raymond A. Harris PLLC Blog

Covers estate planning, medicaid and medicare.

http://www.raymondaharris.com/blog/
Rank this Week: 785

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/
  • Apr 21

    Is a Contract to Make a Will Legally Binding?

    Is a Contract to Make a Will Legally Binding?
    A person is free to dispose of property as he or she wishes by making a will. There are cases in which a person may enter into a written contract to make certain provisions in their will in exchange for certain considerations. For example, a…
  • Apr 20

    How Does a Reverse Mortgage Affect My Will or Trust?

    How Does a Reverse Mortgage Affect My Will or Trust?
    Living in southern California gets more expensive every year. For many elderly San Diego residents on a fixed income, just paying monthly bills can be a struggle. This is one reason “reverse mortgages” have become popular in…
  • Apr 19

    Have You Talked to Your Family About Estate Planning?

    Have You Talked to Your Family About Estate Planning?
    Estate planning is a process that affects your entire family. The decisions you make today regarding your will and trust can affect your spouse, children, and other relatives years down the line. This is why it is important to make sure your…
Rank this Week: 1148

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
  • Apr 21

    Will Signed Before Marriage Doesn’t Make Provision for Spouse

    Will Signed Before Marriage Doesn’t Make Provision for Spouse
    A widow contacted me this week. Her husband of 19 years had recently passed away. She found a Will he had signed before they met leaving everything to his mother. He didn’t sign a new Will after they were married. She wondered what her…
  • Apr 12

    What Happens if I Inherit a House with a Mortgage?

    What Happens if I Inherit a House with a Mortgage?
    Some people are fortunate enough to own their homes free and clear when they die; however, many don’t. As a result, their homes pass to their intended heirs with a mortgage still attached. While the home is in probate, the executor of a…
  • Mar 24

    Will My Estate Have to Pay an Estate Tax?

    Will My Estate Have to Pay an Estate Tax?
    One of the biggest issues of concern for my clients is the estate tax. Some politicians have labeled it the “death tax,” which gives many Americans the impression that anytime anyone dies, there is a tax to pay. In fact, the…
Rank this Week: 1058

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Apr 21

    Homestead sale profits in Florida, a recent court decision

    Homestead sale profits in Florida, a recent court decision
    Is Investing Homestead Sale Proceeds Okay? Florida Constitution provides protection from forced sale to homestead property from most creditors. Art. X, § 4, Fla. Const. The protection covers not only the physical homestead property but…
  • Apr 6

    Same Sex surviving spouses, a recent Florida law change

    Same Sex surviving spouses, a recent Florida law change
    Florida same-sex surviving spouses may be added on a death certificate without a court order In 2015, the United States Supreme Court issued its pioneering decision in Obergefell v. Hodges, 135 S. Ct. 2584 (2015), holding state laws…
  • Mar 28

    Homestead protection in Florida

    Homestead protection in Florida
    Is Investing Homestead Sale Proceeds Okay? Florida Constitution provides protection from forced sale to homestead property from most creditors. Art. X, § 4, Fla. Const. The protection covers not only the physical homestead property but…
Rank this Week: 1512

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/
  • 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…
  • Mar 3

    Jury Trials in Surrogate’s Court Removal Proceeding

    Jury Trials in Surrogate’s Court Removal Proceeding
    As parties prepare for trial before the Surrogate’s Court, a question that oftentimes arises is whether there is a right to a trial by jury. In this entry, Robert Harper explains why no such right exists in the case of proceedings…
  • Feb 10

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge
    Although one of the many duties of an executor is to marshal and appraise estate assets, and, depending on the terms of the governing instrument, liquidate them for purposes of distribution, the fulfillment of these duties may, at times,…
Rank this Week: 1044

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: 1304

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 16

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?
    You want to protect your business, but what legal strategy will help you to protect it best? This might sound a little like something Yoda would say, but the particular strategy or strategies will depend upon what you are most interested in…
  • Feb 9

    Fraudulent Conveyances & Asset Protection

    Fraudulent Conveyances & Asset Protection
    Although the idea of asset protection, i.e. protecting assets from creditors of the a person who owns them, may seem simple at first glance, it's not. In reality, implicit in asset protection is a rather nuanced process of dealing with the…
  • Feb 7

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 1093

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: 1072

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Jan 24

    Sacramento Nursing Home Costs Are Among the Highest in the Country

    Sacramento Nursing Home Costs Are Among the Highest in the Country
    Our firm practices law in Sacramento, California, and we also have an office in Roseville. Anyone who lives in our area knows that there are countless advantages, and it is truly a great place to live. We have everything that big cities have…
  • Jan 21

    A Probate Attorney Can Help With Estate Administration

    A Probate Attorney Can Help With Estate Administration
    You should be aware of the multifaceted nature of a properly constructed estate plan.  It is wise to take a 360 degree approach so that you can leave behind a workable situation for your loved ones after you are gone. A last will is a…
  • Jan 21

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 1323

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Apr 27

    PRESIDENT TRUMPS 2017 INCOME TAX PLAN

    PRESIDENT TRUMPS 2017 INCOME TAX PLAN
    On Wednesday, April 27, 2017, President Trump outlined his plan for income tax reform. His plan includes the following: decreasing the top corporate tax rate from 35% to 15%; imposing a one-time tax on the repatriation of previously untaxed…
  • Apr 25

    WHAT WILL YOUR ESTATE PAY IN FEDERAL AND STATES ESTATE TAXES?

    WHAT WILL YOUR ESTATE PAY IN FEDERAL AND STATES ESTATE TAXES?
    We live in an ever-changing federal income and estate tax environment. On January 1, 2017, the federal estate tax exemption increased to $5.49 million per individual. That amount excludes over ninety-five (95%) percent of all decedent estates…
  • Apr 20

    PROTECTING YOUR HEIRS FROM YOUR DEBTS AT DEATH

    PROTECTING YOUR HEIRS FROM YOUR DEBTS AT DEATH
    With almost 70% of the retiree population solely living on social security it is not surprising that the percentage of families with debt headed by someone age 65 to 74 rose from about 50% in 1989 to about 66% in 2013. Personal debt nearly…
Rank this Week: 1545

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Apr 26

    The Ten D’s of Geriatric Psychiatry

    The Ten D’s of Geriatric Psychiatry
    In my consulting work, I have provided independent medical/legal assessments of seniors regarding capacity to sign powers of attorney, capacity to manage property and personal care, capacity to marry, capacity to provide instructions,…
  • Apr 26

    Advance Directives and Medical Assistance in Dying

    Advance Directives and Medical Assistance in Dying
    An advance directive is a document setting out an individual’s wishes for future medical treatment, most often for treatment in the event of incapacity or unconsciousness.  For example, individuals can outline their wishes with…
  • Apr 25

    Application of Attribution Rules to T1135 Reporting

    Application of Attribution Rules to T1135 Reporting
    The Canada Revenue Agency (CRA) was asked to consider a situation where spouses A and B jointly acquired foreign property for $150,000.  A paid $75,000 in cash and gave $75,000 to his spouse to jointly buy the property.  The…
Rank this Week: 2201

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Apr 26

    Avoiding the Flaws of Self-Help Legal Planning

    Avoiding the Flaws of Self-Help Legal Planning
    It seems like a simple fix to find a document online and use it for distributing your estate in the future, but this could be a big mistake if the form is not correct. Unfortunately, in many such cases, no one realizes the mistakes until…
  • Apr 19

    New Study Shows that Most People Are Confused and Cynical About Retirement Planning

    New Study Shows that Most People Are Confused and Cynical About Retirement Planning
    A recent study conducted by Scottrade identified that the vast majority of people who are investing do not act on their own for retirement planning and while some of them are satisfied that the advice they receive, many investors are also…
  • Apr 12

    New Study Shares that Baby Boomers Do Not Feel the Economy has Recovered From Financial Crisi

    New Study Shares that Baby Boomers Do Not Feel the Economy has Recovered From Financial Crisi
    Baby boomers are one of the biggest sections of society considering the estate planning and retirement planning process. According to a new study published by Bankers Life Center for a Secure Retirement, baby boomers have a lack of trust in…
Rank this Week: 2194

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Apr 25

    The perils of social media in divorce

    The perils of social media in divorce
    The prevalence of social media has made divorce proceedings far more complicated than they once were. The arrival of the Cloud and other comparable wireless storage implies that your “private” data may not be as concealed as you…
  • Apr 18

    Probate in a state other then your domicile

    Probate in a state other then your domicile
    If you own property located in a state other than your domicile, you should not have to create another will in that state. The reason is that most states recognize a will that was legally executed in another jurisdiction. However, it may be…
  • Mar 29

    Special-needs trusts and other estate planning options for disabled adult

    Special-needs trusts and other estate planning options for disabled adult
    The life expectancy of disabled adults has been steadily increasing to the point where it has served to complicate the issue of retirement planning for their aging parents. A special-needs child brings another aspect to retirement planning.…
Rank this Week: 1685

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
Rank this Week: 2028

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/
  • Apr 19

    Autism costs rise dramatically with age: study

    Autism costs rise dramatically with age: study
    Caring for individuals with autism and other special needs tends to involve a lifetime of expenses, whether it is paying for caregivers, accommodation or daily necessities. A study from the University of California, Davis (UCD), shows…
  • Mar 30

    Military retirees can now use special needs trusts for SBP payment

    Military retirees can now use special needs trusts for SBP payment
    Military families with special needs children face a number of difficulties when planning for their future financial security. However, a new law now allows military retirees more flexibility and peace of mind with the way their Survivor…
  • Mar 9

    Estate planning implications of winning the lottery

    Estate planning implications of winning the lottery
    Although winning the lottery can be exciting, it carries enormous estate and gift tax implications. Finances can dwindle away in no time if they are not managed properly. Lottery winners have the option of taking the prize as a lump sum or an…
Rank this Week: 1576

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: 2296

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/
  • Feb 15

    Limits to Medi-Cal Recovery (An Elder Law Today Blog)

    Limits to Medi-Cal Recovery (An Elder Law Today Blog)
    By:  Matthew M. Shafae, Attorney Law Office of Roy W. Litherland The future of Medi-Cal eligibility has been the subject of speculation for a little over a decade now. Will the California implementation of the federal Medicaid system,…
  • Jan 26

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
  • Jan 26

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
Rank this Week: 1806

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: 1703

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: 2188

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: 2030

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/
  • 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…
  • Jan 6

    How Wealthy People Avoid Estate Taxe

    How Wealthy People Avoid Estate Taxe
    The Basics The estate and gift tax is a tax on the transfer of wealth from one generation to the next. The tax is levied when a transfer occurs, which by lifetime gift, or upon death. The estate and gift tax rates start low. The Massachusetts…
Rank this Week: 2129

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: 2424

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: 2209

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: 1555

California Tax Attorney Blog

California Tax Attorney Blog

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

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

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

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Aug 30

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

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
Rank this Week: 1760