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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 25

    Little Tax Plan Promises Big Benefits For Wealthy Client

    Little Tax Plan Promises Big Benefits For Wealthy Client
    On April 26, the Trump Administration laid out a terse proposal for sweeping tax law changes. The current plan bears little resemblance to the ideals Trump espoused on the campaign trail, but it still offers many benefits for affluent…
  • Jul 25

    Article on Identifying Connections between Elder Law and Gerontology: Implications for Teaching, Research, and Practice

    Article on Identifying Connections between Elder Law and Gerontology: Implications for Teaching, Research, and Practice
    Nina A. Kohn,Maria Teresa Brown, & Israel Issi Doron recently published an Article entitled, Identifying Connections between Elder Law and Gerontology: Implications for Teaching, Research, and Practice, Wills, Trusts, & Estate Law…
  • Jul 25

    DNA Samples Taken from Salvador Dali's Remains to Settle Paternity Suit

    DNA Samples Taken from Salvador Dali's Remains to Settle Paternity Suit
    Pilar Abel, a sixty-one-year-old tarot card reader, claims her mother had an affair with Salvador Dali and that she is the product of their torrid relationship. Last month, a judge granted Abel’s request to exhume Dali’s corpse for DNA…
Rank this Week: 35

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/
  • Jul 10

    2d DCA: If a “reputed” spouse is entitled to inheritance rights under Israeli law, what does she get in Florida?

    2d DCA: If a “reputed” spouse is entitled to inheritance rights under Israeli law, what does she get in Florida?
    Cohen v. Shushan, et al., — So.3d —-, 2017 WL 1018422 (Fla. 2d DCA March 15, 2017) A person’s “status” as a surviving spouse triggers all sorts of valuable inheritance rights under Florida…
  • Jun 29

    Breaking news: Governor Rick Scott Vetoes Florida Electronic Wills Act

    Breaking news: Governor Rick Scott Vetoes Florida Electronic Wills Act
    I previously reported here on the “Florida Electronic Wills Act,” which was passed by the Florida Senate on a 34-0 vote. The legislation was opposed by the Real Property, Probate and Trust Law Section of The Florida Bar (see…
  • Jun 26

    2015-16 Probate Court Filing Statistic

    2015-16 Probate Court Filing Statistic
    If you make your living in and around our probate courts you’ll find the FY 2015-16 Probate Court Statistical Reference Guide interesting reading. The chart below provides the “cases filed” data for three of our largest…
Rank this Week: 201

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/
  • Jul 25

    Democracy’s Golden Rule

    Democracy’s Golden Rule
    James T. Kloppenberg, Toward Democracy: The Struggle for Self-Rule in European and American Thought (2016). Roman Hoyos These are interesting times to be an historian of democracy. Historians are beginning to explore the myriad ways that…
  • Jul 24

    Was Foucault a Liberal and Should We Care?

    Was Foucault a Liberal and Should We Care?
    Ben Golder, Foucault and the Politics of Rights (2015). Martin Krygier Foucault and Rights is intriguing and impressive at two levels: one exegetic; the other political. They can only be separated analytically, and they overlap and are…
  • Jul 21

    Private No More: Exposing the Praxis of Comparative Law for What It I

    Private No More: Exposing the Praxis of Comparative Law for What It I
    Ronald J. Krotoszynski, Jr., Privacy Revisited: A Global Perspective on the Right to Be Left Alone (2016). Russell Miller I liked Privacy Revisited, not the least because Ronald Krotoszynski’s book – both explicitly and implicitly…
Rank this Week: 341

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: 300

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
  • Jun 24

    Steps to Take upon death of a loved one

    Steps to Take upon death of a loved one
    You just lost a loved one… now what? As a probate attorney for over 20 years I have dealt with well over 1,000 deaths at work. I have also dealt with the deaths of several family members and close friends. It’s a part of…
  • Apr 26

    Bad deed

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

    Estate planning lessons from other’s mistake

    Estate planning lessons from other’s mistake
    On March 11, 2016 I got the call of a lifetime… and I do not mean that in a good way. I got the call from the police, in Logan, Utah, that my mother had been shot to death by her husband. This is not a post about domestic abuse, gun…
Rank this Week: 403

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Jul 20

    Florida Probate Questions for the Month of July 2017

    Florida Probate Questions for the Month of July 2017
    Quick links: My husband of 3 years has passed he bought a trailer home before we ever met there is no will who gets the trailer? How long can I wait before filing probate? [ps2id id=’trailer-home-probate’ target=”/]…
  • 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…
Rank this Week: 571

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: 485

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: 561

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/
  • Jul 24

    You’ve Got (E-)Mail! Can Your Survivors Access It After Your Death?

    You’ve Got (E-)Mail! Can Your Survivors Access It After Your Death?
    E-mail is seemingly omnipresent. Yet, the improvements to the technology associated with e-mail have far outpaced the development of the law concerning our e-mail accounts and the rights that our survivors may have to access those accounts…
  • Jun 9

    On Its Own Motion

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

    Speculation, Estate Planning, and Legal Malpractice

    Speculation, Estate Planning, and Legal Malpractice
    In Gersh v. Nixon Peabody, LLP, the court addressed a legal malpractice claim brought by a decedent's surviving spouse in connection with the couple's estate planning. After settling a claim with the decedent's children from a prior marriage…
Rank this Week: 721

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: 597

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jul 25

    Capacity Assessments and Biases to Beware of

    Capacity Assessments and Biases to Beware of
    Capacity assessments regarding capacity to manage property, testamentary capacity or capacity to appoint a power of attorney for property (POA), whether conducted contemporaneously or retrospectively, rely upon whatever materials/information…
  • Jul 23

    Have You Been Scammed Lately?

    Have You Been Scammed Lately?
    Have you been called from someone saying they are from a particular computer company and they want to fix the virus in your software program? How about the caller who identifies themselves as your granddaughter’s friend who they had…
  • Jul 21

    Government Targets Tax Planning for Private Companie

    Government Targets Tax Planning for Private Companie
    July 18, 2017 was a relatively quiet day in my office. That is until I received a flurry of emails regarding a release by the Department of Finance.  In particular, the Department of Finance issued draft legislation which, if passed,…
Rank this Week: 931

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/
  • Jul 14

    How Different Powers of Attorney Can Affect Your Legal Right

    How Different Powers of Attorney Can Affect Your Legal Right
    There is an important distinction in estate planning between a power of attorney for financial affairs and an advance directive, also known as a power of attorney for health care. Both documents fulfill a similar purpose – appointing an…
  • Jul 13

    How California’s New “Digital Estate Planning” Law Affects You

    How California’s New “Digital Estate Planning” Law Affects You
    For previous generations, disposing of your property at death meant dealing with physical assets and intangible wealth such as cash or stocks. Today we also need to think about digital assets as part of our estate planning. Just think about…
  • Jul 11

    California Legislature Clarifies Pour-Over Will Law

    California Legislature Clarifies Pour-Over Will Law
    A living trust is a common California estate planning tool that helps you avoid probate. In theory a trust is relatively straightforward. You sign a document creating the trust and naming a trustee–usually yourself during your…
Rank this Week: 1218

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/
  • Jul 10

    Probate and Long Term Health Care

    Probate and Long Term Health Care
    Most seniors do their best to prepare for the unfortunate, inevitable, outcome that one day they will pass away.  They create their will, and with painstaking detail allocate their hard-earned money and assets to spouses, children,…
  • May 25

    Alzheimer’s disease: Facts versus fiction

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

    Fair and Equal Estate Planning

    Fair and Equal Estate Planning
    Is Equal Fair with Estate Planning? Most of our clients want to treat their children fairly and equally.  Splitting assets equally among the children may be easy, but is it fair? When dividing assets, it is often important to determine…
Rank this Week: 1379

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jul 5

    A New York Will Needs To Be An Original For Probate

    A New York Will Needs To Be An Original For Probate
    Estate Litigation in the Surrogate’s Court often involves issues that effect many decedent’s estates. These problems occur over and over again. One such problem area concerns the attempt to probate a Will where the original…
  • Jun 28

    New York Letters of Administration May be Contested

    New York Letters of Administration May be Contested
    When a person dies without a Last Will he is said to have died intestate. In these types of estates, an application or petition needs to be filed with the Court for the issuance of Letters of Administration. Surrogate’s Court Procedure…
  • Jun 21

    New York Estate Beneficiaries May Be Responsible For Rental Use of Estate Real Property

    New York Estate Beneficiaries May Be Responsible For Rental Use of Estate Real Property
    Many estates in New York have assets that include real estate. The most common situation is that a decedent owned a single or multi-family home. Very often the home was the decedent’s residence at the time of death. Additionally, other…
Rank this Week: 1092

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jul 1

    Proponent Moves for Judgement Pursuant to CPLR 4404

    Proponent Moves for Judgement Pursuant to CPLR 4404
    In a contested probate proceeding, the objectants appeal from a decree of the Surrogate’s Court, dated November 5, 2003, which, after reserving decision on the proponent’s motion pursuant to CPLR 4404 for judgment as a matter of…
  • Jun 30

    Nonresident asked to Furnish Security Costs Under Section 282 of Surrogate’s Court Act

    Nonresident asked to Furnish Security Costs Under Section 282 of Surrogate’s Court Act
    The proponent moves for an order directing the respondent, to furnish security for costs pursuant to section 282 of the Surrogate’s Court Act, on the ground that he is a nonresident. The respondent opposes the motion on the ground that:…
  • Jun 23

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?
    The unique issue before the court is whether service of process upon the Public Administrator is sufficient to confer personal jurisdiction over an estate: (a) which petitioner claims is worth less than $10,000, (b) where no probate…
Rank this Week: 1425

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jul 1

    Recent Programs Attended

    Recent Programs Attended
    On June 28, 2017, firm partner, Yasha Bronshteyn spoke at the program presented by the Beverly Hills Bar Association presented by the Family Law Section and Trusts & Estates Section.  The Program – Until Death (or Children, or…
  • May 20

    Firm Partners Keeping Current with Probate Litigation and Conservatorship Issue

    Firm Partners Keeping Current with Probate Litigation and Conservatorship Issue
    Firm partner, Alexander R. Ginzburg, was pleased to attend the Los Angeles County Bar Association Trusts and Estates Section annual reception on May 15, 2017.  This reception at the Omni Hotel in Los Angeles was attended by probate…
  • Mar 11

    South Bay Bar Association Probate Section Luncheon with the Honorable Los Angeles Superior Court Judge

    South Bay Bar Association Probate Section Luncheon with the Honorable Los Angeles Superior Court Judge
    On March 4, 2017, firm partner Alexander R. Ginzburg attended the South Bay Bar Association Probate Section Luncheon with the Honorable Los Angeles Superior Court Judges: Hon. David J. Cowan (Department 79), Hon. Maria E. Stratton (Department…
Rank this Week: 1208

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Jun 26

    The financial effects of divorce

    The financial effects of divorce
    Divorce can be an extremely devastating experience, both emotionally and financially. According to some researchers, divorced spouses would, on average, require a 30 percent rise in their income to retain the same standard of living that they…
  • Jun 12

    Military benefits at issue in divorce

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

    The impending uncertainty of estate planning

    The impending uncertainty of estate planning
    A sense of uncertainty has emerged under the new administration surrounding estate planning for the year 2017. President Trump has expressed his intent to implement significant changes to U.S. tax policy. However, the degree to which those…
Rank this Week: 1436

Estateography

Estateography

By Alvi Aggarwal.

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

    Reineck v. Lemen and Virginia Powers of Attorney

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

    Changing Direction

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

    What's a Credit Shelter Trust? Portability?

    What's a Credit Shelter Trust? Portability?
    The estate tax exemption amount is the amount that the federal government allows you to leave to your kids, grandkids, and people other than your spouse and charity without paying estate tax. In 2015, that amount is $5.43 million. The amount…
Rank this Week: 1320

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

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

    Administrators Have To Behave

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

    Surrogate Upholds Trustee’s Discretion In Making Distribution

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

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 890

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
Rank this Week: 1285

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: 1086

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: 1227

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

Covers Ohio estate planning, trust and probate law. By Bradley B. Wrightsel.

http://wrightsel.blogspot.com/
  • Jan 28

    Quick Overview of 2014 Federal Estate and Gift Tax Amount

    Quick Overview of 2014 Federal Estate and Gift Tax Amount
    The federal estate tax exemption amount is $5,000,000 and is adjusted annually for inflation. This year the exemption amount increases to $5.34 million. This means that a married couple can protect up to $10.68 million. The estate tax rate is…
  • Jan 2

    Avoiding the Fiscal Cliff – Estate Taxe

    Avoiding the Fiscal Cliff – Estate Taxe
    With the Senate tax bill passing the House, it is expected that it will be signed into law. It does not appear that there was a lot of focus on the estate tax. Considering that most tax revenue is generated by the income tax, it is not…
  • Jun 13

    Columbus Bar Association 2012 Annual Meeting

    Columbus Bar Association 2012 Annual Meeting
    This Friday, June 15, at noon is the Annual Meeting of the Columbus Bar Association (CBA). Current CBA President, David Bloomfield will preside and be sworn in as Immediate-Past President. Brad Wrightsel will be sworn in as President, and…
Rank this Week: 1479

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 1284

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: 921

Liberty Law Blog

Liberty Law Blog

Covers estate planning, estate taxes, probate and trusts.

http://www.libertylawapc.com/blog
Rank this Week: 920

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jul 25

    Do you know an elderly neighbor who is being abused? Get help.

    Do you know an elderly neighbor who is being abused? Get help.
    Elder Abuse and Undue Influence Awareness Did you commemorate World Elder Abuse Awareness Day? June 15, 2017 marked the twelfth annual World Elder Abuse Awareness Day, or WEAAD. Elder abuse, especially elder financial exploitation, has been…
  • Jul 11

    Your estate and assets, make sure you know what actually counts for your beneficiaries under Florida law

    Your estate and assets, make sure you know what actually counts for your beneficiaries under Florida law
    Ademption: When devises are actually not part of the estate Many unexpected things can happen in the period between the execution of a will and the death. For example, a decedent may devise the family house in Key West to her granddaughter.…
  • Jun 26

    Taxes and gifting, estate planning makes a huge difference

    Taxes and gifting, estate planning makes a huge difference
    Estate Planning: Income Tax Strategies             Law firms have had to take a spike in income tax rates, a decline in the estate tax rate, and an increasing annual estate tax exemption…
Rank this Week: 4144

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
Rank this Week: 3285

Littman Krooks LLP Blog

Littman Krooks LLP Blog

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

http://www.littmankrooks.com/blog/
  • Jul 25

    Transitioning Back To Work After Receiving Disability Benefit

    Transitioning Back To Work After Receiving Disability Benefit
    By Stacy Sadove, Esq., Littman Krooks LLP Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) benefits are generally available to adults only when they cannot participate in a substantial gainful employment due…
  • Jul 18

    The Difference Between Chronic Medicaid & Community Medicaid in New York State

    The Difference Between Chronic Medicaid & Community Medicaid in New York State
    Chronic Medicaid vs. Community Medicaid in New York State Seniors who need long-term care should know that these services are not covered by Medicare, so they will need to either purchase long-term care insurance, pay out of pocket, or apply…
  • Jun 29

    What You Should Know About New York State Paid Family Leave

    What You Should Know About New York State Paid Family Leave
    Beginning January 1, 2018, private employees in New York State will be covered by the state’s paid family leave program. Gov. Andrew Cuomo signed the family leave bill into law in 2016, along with a $15 minimum wage bill. The…
Rank this Week: 2342

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Jul 25

    Spotlight on: Senior Services of Southeastern Virginia

    Spotlight on: Senior Services of Southeastern Virginia
    To best assist our clients, we strive to familiarize ourselves with the many helpful resources available to seniors in the area. An invaluable resource of which many of our Virginia clients are unaware is Senior Services of Southeastern…
  • Jul 17

    IRS Grants Extension for Portability Purpose

    IRS Grants Extension for Portability Purpose
    Many people are aware that in 2013, Congress established a permanent basic Federal estate tax exclusion amount of $5,000,000, as adjusted for inflation. For purposes of the Federal estate tax, a portability election allows a surviving spouse…
  • Jul 7

    SENTARA PACE – Adult Day Care

    SENTARA PACE – Adult Day Care
    The primary objective of Sentara’s PACE program is to provide the care necessary to allow the individual to remain at home–care during the day to free the primary caregiver’s time to work/live… This program is truly…
Rank this Week: 2157

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Jul 24

    At Risk

    At Risk
    Everything you have worked and saved for your entire life, could be at risk… if you don’t have a will, if you have an outdated will or a will without a trust. A will alone will not protect you from probate. Probate means your…
  • Jul 17

    Complete Estate Planning Vs. Probate

    Complete Estate Planning Vs. Probate
    Many people won’t do complete estate planning because they don’t realize how difficult Probate can be.  Most people don’t know just how much time and trouble going through this formal process is. Probate is emotionally…
  • Jun 26

    Updating Your Plan After a Divorce Video

    Updating Your Plan After a Divorce Video
    Updating your plan after a divorce may be one of the most important things you can do. But, don’t update your plan after a divorce if you want your ex-spouse to get some of your stuff. Hi, I’m Gary DeWitt, Estate Planning Attorney…
Rank this Week: 1911

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Jul 24

    Hamilton and Madison, friends turned enemies, and how their Constitutional brilliance protects us today

    Hamilton and Madison, friends turned enemies, and how their Constitutional brilliance protects us today
    James Madison and Alexander Hamilton were once close political allies, who then turned into bitter rivals.  But their wondrous Constitution and the government it formed continues to function quite well today, even amid partisanship and…
  • Jul 20

    Secrets of “THE LAW”

    Secrets of “THE LAW”
    If you meet an attorney claiming to know THE LAW, find a different attorney.   There are many misconceptions in the world of lawyers and law stuff.  A great many.  One of the most prominent is the mistaken belief that just…
  • Jun 2

    Oakley sunglasses and related life lesson

    Oakley sunglasses and related life lesson
    I once paid a lot of money for Oakley sunglasses.  At the time, it seemed like a foolish purchase. However, those sunglasses have proven to be perhaps the best investment I have made. There are important life lessons related to…
Rank this Week: 1915

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jul 24

    What is a QLAC? (Part 2)

    What is a QLAC? (Part 2)
           In last week’s post I told you about QLACs, qualified longevity annuity contracts.  This week I’ll delve into the pros and cons.  As I stated last week distributions under a QLAC begin at a…
  • Jul 16

    What is a QLAC?

    What is a QLAC?
           Chances are a QLAC is not something you’ve heard of but over time that may change. It stands for Qualified Longevity Annuity Contract and it’s a relatively new investment option. The term…
  • Jul 9

    The Latest Republican Efforts to Repeal and Replace Obamacare

    The Latest Republican Efforts to Repeal and Replace Obamacare
           Several months ago I wrote about the first attempt to repeal and replace Obamacare since the 2016 elections, which failed.  The latest attempt, revived by New Jersey Congressman Tom MacArthur, passed…
Rank this Week: 2923

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

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

https://ncestatelitigation.wordpress.com/
  • Jul 20

    Notice to Creditors in North Carolina Probate

    Notice to Creditors in North Carolina Probate
    Upon the appointment of the executor or administrator of a North Carolina probate estate, the personal representative or collector must notify all people or businesses having claims against the decedent to present them to the personal…
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is dead. In many cases, parties seek to…
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is already dead. In many cases, parties…
Rank this Week: 2041

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jul 20

    Common Suffolk County Medicaid Issues to Know

    Common Suffolk County Medicaid Issues to Know
    Experienced Medicaid Planning Attorney Helping Families in Suffolk County Medicaid planning is something that seniors do to ensure they have funds in place for nursing homes and other medical care in the future. Today, nursing homes are…
  • Jul 13

    Effective Suffolk County Estate Planning Tip

    Effective Suffolk County Estate Planning Tip
    Estate Planning Attorneys Serving Families in Suffolk County Estate planning is one of those things you know you must complete but are reluctant to do so. Whether the idea of visiting your mortality keeps you away, or you just feel you do not…
  • Jul 6

    How to Find Suffolk County Elder Law Attorney

    How to Find Suffolk County Elder Law Attorney
    Elder Law Legal Team Serving the Elderly of Suffolk County Today, living decisions as people age have become increasingly complex. Not only must they decide where they want to live, but how they will manage finances, healthcare, and their…
Rank this Week: 2767

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
  • Jul 19

    Will Former Spouse Inherit Bank Account if Named as P.O.D. Beneficiary?

    Will Former Spouse Inherit Bank Account if Named as P.O.D. Beneficiary?
    I received a note recently from someone whose brother had recently passed away. Her brother was divorced and had no children. He was survived by four siblings. Both his parents were deceased. His savings account designated his ex-wife as the…
  • Jun 28

    Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?

    Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?
    The Texas Transfer on Death Deed allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a bank account or an insurance policy. If a beneficiary is named, the…
  • May 31

    An Environmentally Friendly Burial Option

    An Environmentally Friendly Burial Option
    If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives you the creeps, take note. An Italian company is developing a green burial option that turns your…
Rank this Week: 4905

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jul 19

    Retirement Planning All That Much More Important for Women

    Retirement Planning All That Much More Important for Women
    Although the saying goes that two can live as cheaply as one, the opposite can also be found to be true for an older woman. No woman wants to think about how her life might change in her older decades, however, living alone can lead to higher…
  • Jul 12

    Outliving Your Life Expectancy and What This Means for Retirement

    Outliving Your Life Expectancy and What This Means for Retirement
    Most people entering retirement today know that they may live a long time. Others still can expect a long life expectancy but potentially one that is impacted by one or more long-term care events. That’s why careful planning with a…
  • Jul 5

    What You Need to Know About How a Job Loss Today Can Impact Your Future Retirement

    What You Need to Know About How a Job Loss Today Can Impact Your Future Retirement
    Many people across different age categories in the United States struggle financially and a sudden illness or a job loss can have a major impact on their retirement savings accounts. These savings accounts are often tapped into during…
Rank this Week: 3750

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
Rank this Week: 2453

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jul 13

    DELAWARE REPEALS ITS ESTATE TAX EFFECTIVE JAN. 1, 2018

    DELAWARE REPEALS ITS ESTATE TAX EFFECTIVE JAN. 1, 2018
    Effective January 1, 2018, Delaware residents will no longer be subject to a state estate tax. Delaware becomes one of the thirty-three (33) states that do not impose either estate or inheritance taxes or both. The repeal is the result of…
  • Jul 13

    ESSENTIAL ESTATE PLANNING DOCUMENTS

    ESSENTIAL ESTATE PLANNING DOCUMENTS
    Regardless of your state of residency it is important to have your estate planning documents in order. The following is a list of essential documents and how they will benefit you. Last Will & Testament: a legal document in which you…
  • Jun 29

    GOVERNOR SCOTT SAYS NO TO ELECTRONIC WILLS IN FLORIDA

    GOVERNOR SCOTT SAYS NO TO ELECTRONIC WILLS IN FLORIDA
    On Monday, June 26, 2017, Florida Governor Rick Scott vetoed the "Florida Electronic Wills Act" (the "Act")." The Act would have authorized the creation of electronic wills, and for their execution to be witnessed and notarized through the…
Rank this Week: 1862

The Hershey Law Firm Blog

The Hershey Law Firm Blog

Covers Florida estate planning and probate law.

http://www.hersheylegal.com/blog/
  • Jul 11

    HAPPY 3RD FIRMAVERSARY!

    HAPPY 3RD FIRMAVERSARY!
    Fairy tales can come true, it can happen to you...Don't ever let the fear of the unknown cause you not to follow your dreams.  If you work really hard and are kind, amazing things will happen! Make your own path and let others follow in…
  • May 22

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING
    Estate planning simply allows you to decide who will or will not receive from your estate when you are gone. Of course there are more complex issues surrounding estate planning, but for this moment, we are just going to focus on this one…
  • Feb 13

    WHEN THE SUNSHINE FADES, WHO WILL REMAIN?

    WHEN THE SUNSHINE FADES, WHO WILL REMAIN?
    When you are healthy you feel invincible, independent and less likely to feel sympathy for those that are ill. When you are healthy you go about your daily life; you work out, see your friends and family, enjoy the beautiful weather and…
Rank this Week: 1991

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/
  • Jul 7

    Why a durable power of attorney is a valuable estate planning tool

    Why a durable power of attorney is a valuable estate planning tool
    A Durable Power of Attorney (DPOA) allows an individual to give a designated person — known as an “attorney in fact” — authority to sign documents and act on their behalf. The legal document is particularly beneficial…
  • Jun 9

    California couple’s eviction highlights dangers of elderly financial abuse

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

    ‘Finding Dory’ puts spotlight on children with special need

    ‘Finding Dory’ puts spotlight on children with special need
    Pixar’s recent film “Finding Dory” will have resonance for parents who have children with special needs. The animated film is the sequel to the 2003 blockbuster “Finding Nemo.” It tells the tale of a blue tang…
Rank this Week: 2156

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
  • Jul 4

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?
    As an estate planning and probate attorney, I am often involved in the sale of real estate that my clients inherited and have to deal with a very important question: “will my client have to pay capital gains tax on the sale”? As a…
  • May 14

    3 Estate Planning Steps for New Parent

    3 Estate Planning Steps for New Parent
    Few joys in life match that of being a new parent. The moment your child is born, a tectonic shift takes place which makes even the most easygoing person lose sleep over their child’s future. The sense of optimism and hope parents feel…
  • Mar 23

    Preliminary Letters Testamentary in Probate Court

    Preliminary Letters Testamentary in Probate Court
    If you have been named as the executor of a decedent’s last will, you don’t have authority to sell or distribute their assets until you have been appointed by the Surrogate’s court. That process, called probate, can take…
Rank this Week: 2711

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Jul 1

    The Beneficiary’s Corner — A new course for abused California beneficarie

    The Beneficiary’s Corner — A new course for abused California beneficarie
    It’s time for something new.  We developed a new course called The Beneficiary’s Corner.  This course will allow us to delve more deeply into a California Trust or Will topic.  The first lesson of each course is The…
  • Nov 22

    Selecting your Trust or Will litigation lawyer

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

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

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit
    Occasionally we are asked about fighting against a big firm. Maybe your Trustee decides to hire a big firm in Los Angeles, New York, Chicago, Boston, or some other big city. How are you going to fight your Trustee when he or she is…
Rank this Week: 3770

Tennessee Wills and Estates

Tennessee Wills and Estates

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

http://www.tennesseewillsandestates.com
Rank this Week: 2619

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

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

    The Basics of Estate Planning

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

    Partnership Basic

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

    Advantages of a Living Trust

    Advantages of a Living Trust
    A living trust is typically created by an individual to ensure easy transfer of their assets (upon their death) to their beneficiaries without them having to go through the process of probate. Within this agreement, the legal possession of…
Rank this Week: 2343