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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • May 30

    How to Cope with an Alzheimer's Diagnosi

    How to Cope with an Alzheimer's Diagnosi
    Approximately 5.4 million Americans suffer from Alzheimer’s, which has many friends and family members wondering how to act toward them. With disease progression being unpredictable, it is hard to understand the different stages and learn…
  • May 30

    Baby Boomers Working with Millennials on Financial Investing

    Baby Boomers Working with Millennials on Financial Investing
    Surprisingly, baby boomers and their millennial offspring’s strong financial relationship is positively impacting ancient investment strategies. Research suggests that millennials are more likely to follow their instincts and invest at…
  • May 30

    Article on Rights of an Absentee Decedent in New York

    Article on Rights of an Absentee Decedent in New York
    Brett Rondeau recently published a Note entitled, Rising From the Dead: An Examination of the Rights of an Alleged Decedent Upon Return in the State of New York, 29 Quinnipiac Prob. L.J. 177-193 (2016). Provided below is a summary of...
Rank this Week: 40

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 27

    Remarriage Protection

    Remarriage Protection
    Remarriage Protection Many lawyers proclaim to have remarriage protection in their estate planning documents, but few estate plans deal with these issues completely. A traditional trust that deals with remarriage will include language that…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
Rank this Week: 168

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: 170

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 1

    Lessons from mom on estate planning

    Lessons from mom on estate planning
    It’s only been three weeks, to the day, since my mom died and I have a few thoughts on what I have learned in regard to her estate planning matters. Some things done right and things not done right. VICTORY: My mom named me as…
  • Mar 29

    Losing a loved one

    Losing a loved one
    We have all lost a loved one… or will eventually lose a loved one. Losing a loved one is hard there is no question. It is a sad reality of life though.  I lost my dad when I was 14. I remember it well of course.  My mom was a…
  • Feb 18

    Billable Hours – be careful!

    Billable Hours – be careful!
    I was talking to one of my probate clients yesterday and he told me a story about a bill he received from the attorney who drafted his mom’s will and trust which include some scary billable hours.  My client, who we will call Bob…
Rank this Week: 233

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: 248

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/
  • May 30

    Getting it Wrong on Right to Counsel, By the Number

    Getting it Wrong on Right to Counsel, By the Number
    Ingrid V. Eagly & Steven Shafer, A National Study of Access to Counsel in Immigration Court, 64 U. Pa. L. Rev. 1 (2015).Juliet StumpfI admit it. I’m a data geek. Not that I produce any of it myself—regression analysis makes my…
  • May 29

    Jotwell Is Now Indexed on HeinOline

    Jotwell Is Now Indexed on HeinOline
    Jotwell is now indexed on HeinOnline. This includes all reviews since we started publishing in October 2009.
  • May 27

    Disclosure about Disclosure

    Disclosure about Disclosure
    Margaret B. Kwoka, FOIA, Inc., Duke L.J. (forthcoming 2016), available on SSRN.Anne O'ConnellCongress may be gridlocked on many issues, but both parties are working hard to strengthen the Freedom of Information Act. Motivations differ, of…
Rank this Week: 293

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
  • May 14

    Convicted Felons Cannot Serve as Personal Representative

    Convicted Felons Cannot Serve as Personal Representative
    In Florida, a person is not qualified to act as personal representative of a decedent’s estate if the person has been convicted of a felony.  See, Fla.Stat. 733.303.  In a recent opinion, the Fourth District Court of…
  • May 13

    Decidedly Inconvenient: Joint Accounts and POD Account

    Decidedly Inconvenient: Joint Accounts and POD Account
    “But Mom only added my brother so he could pay estate expenses and then the money was supposed to be divided equally amongst all of the children like the Last Will & Testament says!” Almost every day, a prospective…
  • May 4

    Attorney’s Fees in Will Contest

    Attorney’s Fees in Will Contest
    William Anderson v. Laura McDonough, Personal Representative of the Estate of Helen E. Anderson (41 Fla.L.Weekly D884b), April 15, 2016 In a recent opinion, the Second District Court of Appeals held that the personal representative of an…
Rank this Week: 332

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Apr 24

    ABA Elder Law Committee Spring Report

    ABA Elder Law Committee Spring Report
    ABA Elder Law Committee Spring ReportABA SOLO, SMALL FIRM AND GENERAL PRACTICE DIVISIONCOUNCIL AGENDA REPORT FORM – SPRING MEETING 2016Division Name and Number: Division: 3 – Practice Specialty     Division…
  • Apr 24

    Spring Report ABA Estate Planning, Probate and Trust Committee 2016

    Spring Report ABA Estate Planning, Probate and Trust Committee 2016
    Spring Report ABA Estate Planning, Probate and Trust Committee 2016  COUNCIL AGENDA REPORT FORM – SPRING MEETING 2016Division Name and Number:  Division: 3 – Practice Specialty  …
  • Apr 6

    Metuchen Library Wills, Estate Planning & Probate Seminar April 11 at 7:00pm Free community program

    Metuchen Library Wills, Estate Planning & Probate Seminar April 11 at 7:00pm Free community program
    Metuchen LibraryWills, Estate Planning & Probate SeminarApril 11 at 7:00pm Free community program 480 Middlesex Ave, Metuchen, NJ 08840 WILLS & ESTATE ADMINISTRATION-PROTECT YOUR FAMILY AND MAKE PLANNING EASY SPEAKER: Kenneth…
Rank this Week: 368

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Feb 1

    Executors Should Beware Of Serious Pitfall

    Executors Should Beware Of Serious Pitfall
    Today’s Wall Street Journal contains a worthwhile but cautionary article about the pitfalls that can face even the most well-meaning executor. As you will see, a lot of the decisions an executor must make need to be made…
  • Jan 31

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar
    The Will of David Robert Jones was filed earlier this month in New York County Surrogate’s Court giving the value of his estate at 100 million dollars. Not familiar with David Robert Jones? As the New York Times reported, He was far…
  • Jul 20

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 395

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/
  • May 16

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake
    Prince died without a will. So did Tupac Shakur, Bob Marley, and many other legendary musicians. Snoop Dogg doesn't even want a will. The question is: Why? It seems like such a basic concept; everyone needs a will. Otherwise the laws of the…
  • May 3

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing
    Despite the probate process having just begun for Prince's Estate, one thing is clear -- it will be a long and rocky road for everyone involved. While no one can dispute the artistic and creative greatness of the artist whose real name was…
  • Jan 19

    The David Bowie Estate Shows His Genius Extended Beyond Music

    The David Bowie Estate Shows His Genius Extended Beyond Music
    Only a very few pop artists enjoyed lasting careers as diverse, colorful, and successful as David Bowie. He remained fascinating and on the cutting-edge, up until the very end, in ways that extended far beyond making music. Bowie, whose real…
Rank this Week: 437

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: 516

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

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

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge
    On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. …
  • Mar 19

    Lunch with The Probate Judges – 2016

    Lunch with The Probate Judges – 2016
    On March 15, 2016, Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions, modernizing the system to benefit…
  • Mar 5

    The Game Changer in the Legal World of Trustees, Beneficiaries and Incapacitated Settlor

    The Game Changer in the Legal World of Trustees, Beneficiaries and Incapacitated Settlor
    To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP.  We serve clients in Orange County, Los Angeles, San Francisco, Ventura County, and…
Rank this Week: 549

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 27

    Is A Will Valid if the Testator signed the Will Several Days Before the Witnesses?

    Is A Will Valid if the Testator signed the Will Several Days Before the Witnesses?
    Section 251.051 of the Texas Estates Code provides that a last will and testament must be in writing; signed by the testator in person (or another person on behalf of the testator in his presence and under his direction); and attested by two…
  • May 18

    Would You Rather Die Than Vote For Trump or Clinton?

    Would You Rather Die Than Vote For Trump or Clinton?
    If you’re discontented with your choices for president this year, you will appreciate Mary Ann Noland’s obituary, which suggests she chose to die rather than vote for either Donald Trump or Hillary Clinton.
  • May 13

    How Will I Know If My College Student Has a Medical Emergency When Away at School?

    How Will I Know If My College Student Has a Medical Emergency When Away at School?
    If you are the parent of a high school senior, you’re probably feeling a whirlwind of emotion right now. Just thinking about the fact that I will be in your place in a couple of years makes my heart beat a bit faster! While you’re…
Rank this Week: 584

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • May 27

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Eli Broad (1933- ) – Businessman & Philanthropist Graduating cum laude from Michigan State University, with a degree in accounting, Eli Broad went on to become the youngest Michigan resident to have attained the credentials of…
  • May 25

    How Do I Fund My Trust?

    How Do I Fund My Trust?
    In years past, trusts were used almost exclusively by wealthy families as a tool to pass down the family fortune while avoiding estate taxes and retaining some degree of control over the assets held by the trust. Trusts have come a long way,…
  • May 20

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Dean G. Witter (1887-1969) – Businessman Dean Witter was a U.S. businessman who co-founded Dean Witter & Company, which became the largest investment house on the West Coast. In 1914, Witter partnered with Charles Blyth to found…
Rank this Week: 737

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • May 25

    Prince Appears to Be Guilty of One of the Biggest Estate Planning Mistake

    Prince Appears to Be Guilty of One of the Biggest Estate Planning Mistake
    There are four primary mistakes that individuals make with regard to their planning and it appears that the late artist Prince, could have been guilty of one of them. These include: • Having no will • Forgetting to plan ahead for…
  • May 18

    I Am Concerned That My Family Might Contest My Will. How Can I Avoid This?

    I Am Concerned That My Family Might Contest My Will. How Can I Avoid This?
    Many individuals who are going through the process of putting together their estate planning are doing so not just because they are concerned about outlining their wishes clearly, but also so that they can help family members avoid arguments…
  • May 11

    Baby Boomers Must Be Aware of the Number One Estate Planning Issue Impacting Their Generation

    Baby Boomers Must Be Aware of the Number One Estate Planning Issue Impacting Their Generation
    Most people are familiar with the basic tenets of estate planning and understand their benefit. Estate planning, however, is not only about what happens to your assets after you pass away. Instead, it is also about how you plan for your own…
Rank this Week: 684

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/
  • May 11

    Successful Planning (An Elder Today Blog)

    Successful Planning (An Elder Today Blog)
    Elder law attorneys assist individuals and families in developing estate plans to avoid depleting their assets should they become ill and need long term care. For those individuals who are already in a nursing home, elder law attorneys help…
  • May 4

    A “Goodbye” Message from Our Director of Geriatric Care Management

    A “Goodbye” Message from Our Director of Geriatric Care Management
    On May 12th I, Lois Tager, will be retiring from this wonderful Law Firm. I wanted to take this opportunity to say “Goodbye” to all our exceptional clients. Together with Roy and his superb staff, building our Geriatric Division…
  • Apr 27

    Three Benefits of a Living Trust

    Three Benefits of a Living Trust
    You may have heard about the numerous benefits of living trusts. In this blog post, we will address three of those benefits. The post Three Benefits of a Living Trust appeared first on Law Office of Roy W. Litherland.
Rank this Week: 709

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 11

    A medical perspective on Estate matters – a chastened viewpoint

    A medical perspective on Estate matters – a chastened viewpoint
    I am very pleased to join the Allaboutestates blog to add a perspective on the role of the physician in estate matters. I recall vividly the first time I was asked in court: “Dr. Shulman, in your opinion did Mr. X have testamentary…
  • Jun 10

    Who is Your Daddy?

    Who is Your Daddy?
    I think it is safe to say that the concept of “family” is a foundational principle in estate planning. I think it is also safe to say that, when asked, all of us would have a very clear understanding of what is meant by the term…
  • Jun 9

    POA- Personal Care: Part 1/2

    POA- Personal Care: Part 1/2
    My work is with the living. POA’s are critical documents that are designed to support your wishes, while you are alive. Wills deal with your wishes, after you are dead.
Rank this Week: 712

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: 698

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • May 22

    Plaintiff Brings Action to Recover Money from Defendant’s Default Under Commercial Credit Line

    Plaintiff Brings Action to Recover Money from Defendant’s Default Under Commercial Credit Line
    A New York Estate Lawyer said that, in this action by plaintiff to recover monies based upon the default of defendants under a commercial line of credit and a concurrently executed personal guaranty, plaintiff moves, pursuant to CPLR 3212,…
  • May 21

    Court Decides Effect of Divestiture of AT&T Stock

    Court Decides Effect of Divestiture of AT&T Stock
    A New York Estate Lawyer said that, this is the first New York decision to consider the effect of the recent AT & T divestiture on a bequest of AT & T stock. This is a proceeding brought by co-administratrix, for a construction of…
  • May 20

    Motion Brought to Change the Domicile of the Decedent

    Motion Brought to Change the Domicile of the Decedent
    A New York Estate Lawyer said that, a motion has been brought before this court to determine whether a domicile of the decedent was changed from New York State to Texas. The facts indicate that on July 5, 1983, the decedent, signed a Power of…
Rank this Week: 889

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/
  • May 20

    Florida Probate Creditor Claims For Child Support Arrearage

    Florida Probate Creditor Claims For Child Support Arrearage
    Can an adult child bring a claim against a deceased parent’s estate for unpaid child support owed pursuant to a marital support agreement if the living parent has filed a claim? In Davis v. Hengen, the Florida appellate court provided…
  • Apr 21

    Review of Attorney Jeffrey Skatoff

    Review of Attorney Jeffrey Skatoff
    A recent review of attorney Jeffrey Skatoff from a client. Jeff Skatoff and Susan Wear and Staff: Sincerest thanks for a superb defense of our position.  It was a pleasure dealing with you both.  If you ever need a…
  • Mar 18

    Review of Jordan Hammer

    Review of Jordan Hammer
    From a satisfied client: To the team at Clark Skatoff: My wife and I not only want to thank you for accepting our case but also for allowing Jordan Hammer to represent us.
Rank this Week: 793

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: 806

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: 777

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • May 27

    Qualifying as a Personal Representative in Florida

    Qualifying as a Personal Representative in Florida
    When thinking about creating a will, there are many considerations that have to be factored in before putting anything in writing.  An important consideration is deciding who to appoint as the personal representative for the estate. A…
  • May 20

    Adult Adoptions as an Estate Planning Tool

    Adult Adoptions as an Estate Planning Tool
    Many people utilize a will, a trust, or some other standard form of estate planning to ensure that their loved ones are provided for upon their death.  However, in Florida, individuals have an additional estate planning tool: adult…
  • May 13

    The Truth about Living Trust

    The Truth about Living Trust
    Many people, especially the large elderly population in South Florida, are targeted by various entities offering assistance and guidance in estate and financial planning.   The sale of living trusts is a profitable business, and…
Rank this Week: 1140

German Law Group Blog

German Law Group Blog

Covers estate planning.

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

    Can I Protect My Injury Settlement With a Special Needs Trust?

    Can I Protect My Injury Settlement With a Special Needs Trust?
    A special needs trust is a type of trust can be used to preserve government benefit eligibility. These trusts are alternately referred to as supplemental needs trusts. There are different types of special needs trusts. One of them is the…
  • May 24

    Disability Planning: Do You Have an Incapacity Plan?

    Disability Planning: Do You Have an Incapacity Plan?
    Like many people, your estate plan may be intended to serve two primary purposes – protect and provide for loved ones and to plan for the distribution of estate assets in the event of your death. Unfortunately, an estate plan aimed at…
  • May 19

    Estate Administration: Prior Planning Prevents Problem

    Estate Administration: Prior Planning Prevents Problem
    Estate Administration: Prior Planning Prevents Problems from Raymond German You should have a full understanding of the estate administration process when you are devising your estate plan to avoid problems in the future. Here are a few…
Rank this Week: 1122

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • May 24

    When You Must Sue: Trustees’ Duty to Enforce Claim

    When You Must Sue: Trustees’ Duty to Enforce Claim
    You have no duty to sue, it’s true. If someone owes you money and you don’t want to go to the trouble of collecting it, or suing for it, you have the right to just let it go by the wayside. It ‘s your money and you have the…
  • May 10

    Explain yourself: Trustees’ Duty to identify Trust property

    Explain yourself: Trustees’ Duty to identify Trust property
    Quick piece of advice: if you do not like bookkeeping, don’t be a Trustee. It takes a good deal of time and effort for a Trustee to properly keep Trust assets, seperate and identified. Not only that, but every expsense you have, every…
  • Apr 26

    Working for a Living: Trustees’ Duty to Make Trust Property Productive

    Working for a Living: Trustees’ Duty to Make Trust Property Productive
    Trust property must be productive. But what does that mean exactly? Well if you have rental real property in a Trust, it needs to be rented. If you have cash in a bank account, it needs to be invested. If you have a car that no one drives, it…
Rank this Week: 1118

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/
  • May 23

    Representation of Charities by the Attorney General

    Representation of Charities by the Attorney General
    Many estate practitioners are familiar with contested matters in which a charity interested in the proceeding is cited, as is the Attorney General, and both the Attorney General and private counsel for the charity appear in the proceeding. In…
  • Mar 17

    Contingency Fees – Size Matter

    Contingency Fees – Size Matter
    While the Court of Appeals last year upheld the validity of contingency fee agreements in estate matters, particularly in litigation, where it approved contingency fees of over forty million dollars when the actual time spent was a fraction…
  • Dec 24

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute

    A Real-Life Final Exam Fact Pattern: That Pesky Per Stirpes Statute
    As the year draws to a close, I sometimes recall the stresses of final exam season from my law school days. In the spirit of reminiscence, I’ll pose a quick final-exam-like fact pattern: Jane owned a parcel of real property in New Hyde…
Rank this Week: 1119

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • May 18

    The Selection of a New York Fiduciary Should be Accepted By a Court

    The Selection of a New York Fiduciary Should be Accepted By a Court
    New York Estate Planning Lawyers need to discuss many different issues with their clients. Among the most important considerations is the selection of Executors and Trustees. An Executor is nominated in a Last Will and Testament. Typically,…
  • May 11

    New York Estates May Need to Sell Real Estate Asset

    New York Estates May Need to Sell Real Estate Asset
    Real estate holdings in an estate may constitute the most valuable estate asset. A decedent may have owned a residence such as a single or multi-family house, a cooperative apartment or a condominium unit. In view of the increase in value…
  • May 4

    New York Estate Assets Can Be Recovered by an Estate Fiduciary

    New York Estate Assets Can Be Recovered by an Estate Fiduciary
    Executors and Administrators in New York have many fiduciary duties with respect to settling an estate. Most estate fiduciaries are close family members or friends of a decedent. Typically, a person will nominate a person that they know and…
Rank this Week: 958

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: 1101

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

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

    SAME -SEX COUPLES CONTEMPLATING MARRIAGE SHOULD NOT PUT IT OFF

    SAME -SEX COUPLES CONTEMPLATING MARRIAGE SHOULD NOT PUT IT OFF
    A recent New Jersey Tax Court ruling, unpublished opinion, emphasizes the importance for same-sex couples to not put-off marriage for estate planning purposes. New Jersey has both an estate tax and an inheritance tax, and taxpayers must pay…
  • Apr 29

    THE IMPORTANCE OF A LAST WILL & TESTAMENT

    THE IMPORTANCE OF A LAST WILL & TESTAMENT
    Prince's death puts living will discussion into the spotlightSARASOTA, Fla. -- It's something that experts say you don't want to have running away from you. If you pass away without a will in the state of Florida, the state statutes would…
  • Apr 26

    FIDUCIARY ACCESS LAW IN FLORIDA

    FIDUCIARY ACCESS LAW IN FLORIDA
    On March 10, 2016, Governor Scott signed in law the “Fiduciary Access Law.”  Effective July 1, 2016, the law allows custodians to turn over "data, text, images, videos, sounds, codes, computer programs, software, databases"…
Rank this Week: 1599

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/
  • May 4

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place
    It’s an awful thing when you are unable to manage your own affairs. Usually, it happens to the very elderly. Due to senile dementia, Alzheimers, or other diseases, they can not manage their own finances, or make informed decisions about…
  • Apr 26

    This is what it sounds like – when people die intestate

    This is what it sounds like – when people die intestate
    The biggest enemy of proper estate planning is procrastination. As the world knows, Prince died last week. Today we find out that he died intestate, which is a fancy word that lawyers use for dying without a will. When you die intestate, the…
  • Mar 11

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016
    Going forward, I’ll be appearing monthly on the “Ask the Experts” radio show to discuss estate planning, probate, guardianships, elder law, and other related issues. Yesterday, I got there in the nick of time. If it…
Rank this Week: 1252

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

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

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 1246

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
  • Apr 5

    A Brief Introduction to Premarital Agreement

    A Brief Introduction to Premarital Agreement
    Premarital (aka prenuptial) agreements are sometimes a touchy subject (and often fodder for celebrity gossip). OK, maybe more than sometimes. I think that’s because they are often viewed as nothing more than pre-planning for divorce.…
  • Mar 16

    Trust Funding: Top 5 Overlooked Asset

    Trust Funding: Top 5 Overlooked Asset
    The cornerstone of the vast majority of estate plans that I create for our clients is the revocable living trust. They help clients achieve a wide array of estate planning goals by providing a comprehensive set of instructions for managing,…
  • Feb 10

    New IRS Form 8971: Basis Reporting for Taxable Estate

    New IRS Form 8971: Basis Reporting for Taxable Estate
    When an individual dies leaving a gross estate (plus past taxable gifts) that exceeds the federal exclusion amount in the year of death ($5.45 million in 2016), a Form 706 Federal Estate Tax Return must be filed. This has long been the law.…
Rank this Week: 1368

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

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

http://www.boydstunlaw.com/blog/
  • Apr 1

    Don’t Sabatage Your Estate Plan

    Don’t Sabatage Your Estate Plan
    When I was a child my parents told me to always read a document before I signed it. Recently I have had a few clients come into my office with estate plan documents drafted by other attorneys. When I reviewed the documents it was…
  • Mar 23

    How Does the Medicaid Look-Back Period Work?

    How Does the Medicaid Look-Back Period Work?
    One area that causes a lot of confusion with regard to Medicaid is the look-back period. What exactly does the look-back period mean for Medicaid applicants? The post How Does the Medicaid Look-Back Period Work? appeared first on Boydstun.
  • Mar 18

    Hybrid Policies Allow You to Have Your Long-Term Care Insurance Cake and Eat It, Too

    Hybrid Policies Allow You to Have Your Long-Term Care Insurance Cake and Eat It, Too
    An increasingly popular hybrid product combines life insurance with long-term care coverage and offers buyers solutions to a number of problems that have kept people from buying traditional long-term care policies.   The post Hybrid…
Rank this Week: 1523

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: 1418

Estate of Confusion

Estate of Confusion

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

http://www.forbes.com/sites/hanisarji/
Rank this Week: 1235

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 29

    How and When to Create a Spendthrift Trust

    How and When to Create a Spendthrift Trust
    Parents often want to leave an inheritance for their children. But what if your children are not the most financially responsible people? A trust can provide a flexible means for managing your money after your death so that a “wild…
  • May 28

    Taxi Medallion Sale Highlights Importance of Making a Will

    Taxi Medallion Sale Highlights Importance of Making a Will
    It is always a good idea to make a will. Although the law of intestacy provides for the distribution of your assets if you die without leaving a will, making a will (or trust) allows you to decide who should inherit from your estate. This can…
  • May 27

    Can I Transfer Ownership of My Stocks Without a Will?

    Can I Transfer Ownership of My Stocks Without a Will?
    While real estate and cash are the first assets you might think about in connection with estate planning, you should not neglect your stock portfolio. According to a 2015 Gallup poll, approximately 55% of Americans have money invested in the…
Rank this Week: 1961

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • May 27

    Benefits of Creating a Discretionary Lifetime Trust

    Benefits of Creating a Discretionary Lifetime Trust
    When you are exploring your options for passing on your estate to your beneficiaries – including your spouse, children, or other beneficiaries – one option that you may want to consider is creating a discretionary lifetime trust…
  • May 20

    How to Choose Beneficiaries for Your Life Insurance Policie

    How to Choose Beneficiaries for Your Life Insurance Policie
    When you purchase life insurance, you must also designate a beneficiary for your policy. This beneficiary is the individual who will then receive financial compensation upon your death. While it does sound easy enough picking a name, this is…
  • May 17

    Attorney Andrew Lamkin Joins the ‘Chillin’ with Adam’ Board of Director

    Attorney Andrew Lamkin Joins the ‘Chillin’ with Adam’ Board of Director
    ‘Chillin with Adam’ is a non-profit 501(c)3 organization dedicated to raising money for programs for children battling cancer. May 2, 2016 – Plainview, NY – Attorney Andrew Lamkin recently announced that he has agreed…
Rank this Week: 1752

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: 1790

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • May 11

    Mind your QDRO

    Mind your QDRO
    I routinely handle life insurance beneficiary disputes. As I mentioned in a previous post, the first issue I analyze is whether the life insurance policy is governed by state law or by a federal law known as ERISA. Many ERISA...
  • Feb 27

    In re Estate of Parrimore: Court of appeals upholds factual findings regarding capacity and undue influence

    In re Estate of Parrimore: Court of appeals upholds factual findings regarding capacity and undue influence
    Texas appellate courts are generally reluctant to overturn trial court factual findings regarding testamentary capacity and undue influence. In re Estate of Parrimore, from the Houston 14th Court of Appeals, is an example. Parrimore involved…
  • Dec 10

    Determining if a life insurance policy is governed by ERISA

    Determining if a life insurance policy is governed by ERISA
    One of the first questions I ask a potential client with a life insurance dispute is whether or not the insured obtained the policy through their employer. This helps me determine whether state or federal law applies to the dispute....
Rank this Week: 2289

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • May 2

    Medicaid Planning for Parents in New York

    Medicaid Planning for Parents in New York
    As parents get older, children begin to take on the role of caretaker and assist their parents in making various medical and financial decisions. In fact, I receive more phone calls from children of seniors looking for Medicaid planning for…
  • Mar 30

    Should I Deed My Home to My Children?

    Should I Deed My Home to My Children?
    I often receive phone calls from potential clients asking whether, as an estate planning and elder attorney, I recommend that they add their children as co-owners to the deed of their house, co-op, or condominium. The callers are usually…
  • Jan 18

    Ethical Wills: A Legacy With Love

    Ethical Wills: A Legacy With Love
    My dream to build an estate planning practice was born early in my law school career. My first trusts and estates class introduced me to a legal world where the most important and sensitive parts of our lives, our mortality, were front and…
Rank this Week: 1808

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: 1728

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Nov 9

    The Problem with Florida Probate Form

    The Problem with Florida Probate Form
    Every now and again, we are asked where forms can be downloaded. I honestly don’t know the answer because our forms are from a repository that caters only to attorneys. The problem with Florida probate forms is that they are designed…
  • Mar 30

    Why You Need Probate to Sell Real Estate

    Why You Need Probate to Sell Real Estate
    Here’s a frequently asked question that deserves a slightly more intricate answer: “I’m clearly a child of (the decedent). Why can’t I just sign a quit claim deed over to myself so I can sell this property?”…
  • Mar 25

    Caution: “Probate Paralegals” on Craigslist

    Caution: “Probate Paralegals” on Craigslist
    Yesterday, I received what was otherwise a routine call about a potential probate case: The caller told me she had hired a “probate paralegal” to prepare the paperwork that she, the caller, would then file the case herself. She…
Rank this Week: 1980

Florida Probate and Estate…

Florida Probate and Estate Planning Blog

Answers probate and estate law questions. By Fortenberry Legal.

http://www.floridaprobatesolutions.com/blog/
  • Nov 4

    Hello world!

    Hello world!
    Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
  • Oct 29

    Rights of Stepchildren to Assets of a Deceased Parent in Probate

    Rights of Stepchildren to Assets of a Deceased Parent in Probate
    Here’s a scenario that I get so often that it deserves its own blog post:  Dad dies. Stepchildren claim that stepmother is taking dad’s assets and not communicating with them. Stepmother claims that all of the marital assets…
  • Oct 22

    Formal Florida Probate Administration in 10 Step

    Formal Florida Probate Administration in 10 Step
    Of the various types of Florida probate proceedings, formal administration is the most common.  Like any probate matter, Florida probate administration can vary depending on the size of the estate, the decedent’s asset…
Rank this Week: 1829

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 9

    Why Is a Living Trust Better than a Power of Attorney?

    Why Is a Living Trust Better than a Power of Attorney?
    A comprehensive estate plan should do more than just provide a roadmap for the distribution of your estate assets when you die. In fact, your estate plan can help further a number of related goals and objectives. The additional components you…
Rank this Week: 1678

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/
Rank this Week: 2215