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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Nov 28

    Article on Privacy, Trusts and Cross-Border Transfers of Personal Information

    Article on Privacy, Trusts and Cross-Border Transfers of Personal Information
    Eloise Gratton (McMillan LLP) and Pierre-Christian Collins Hoffman (McMillan LLP) recently published an article entitled, Privacy, Trusts and Cross-Border Transfers of Personal Information: The Quebec Perspective in the Canadian Context, 37:1…
  • Nov 28

    Swiss Museum Releases List of Artwork in Cornelius Gurlitt's Possession

    Swiss Museum Releases List of Artwork in Cornelius Gurlitt's Possession
    As I have previously mentioned, the Kunstmuseum Bern has accepted the legacy of Cornelius Gurlitt. As promised by the museum, the artworks discovered in Gurlitt’s possession are being made public in the interests of transparency. “We have…
  • Nov 28

    White House Veto Threat Ends Tax Breaks Talk

    White House Veto Threat Ends Tax Breaks Talk
    With the tax breaks deal between Senate Majority Leader Harry Reid and House Ways and Means Chairman Dave Camp nearing conclusion, the White House announcement that the deal would be vetoed by President Obama ended the talks. Statements from…
Rank this Week: 55

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: 305

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: 311

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/
  • Nov 28

    Judicial Fact-Making

    Judicial Fact-Making
    Allison Orr Larsen, Factual Precedents, 162 U. Pa. L. Rev. 59 (2013)Adam SteinmanTwo judicial and scholarly heavyweights squared off recently in a case challenging the constitutionality of Wisconsin’s voter ID law. Writing for the…
  • Nov 26

    Safe at Any Speed: Robert Ahdieh’s Take on Cost-Benefit Analysis in Financial Market

    Safe at Any Speed: Robert Ahdieh’s Take on Cost-Benefit Analysis in Financial Market
    Robert B. Ahdieh, Reanalyzing Cost-Benefit Analysis: Toward a Framework of Function(s) and Form(s), 88 N.Y.U.L. Rev. 1983 (2013).Jack BeermannWhen I saw the title of Robert Ahdieh’s recent article, Reanalyzing Cost-Benefit Analysis:…
  • Nov 25

    Putting Union Security Clause First Amendment Law in a Broader Context: Charlotte Garden’s Meta Right

    Putting Union Security Clause First Amendment Law in a Broader Context: Charlotte Garden’s Meta Right
    Charlotte Garden, Meta Rights, 83 Fordham L. Rev. 855 (2014).Joseph SlaterMeta Rights is a thought-provoking article that addresses concerns about labor law rules governing agency fee payments in public-sector employment by comparing these…
Rank this Week: 405

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/
  • Nov 25

    Mick Jagger Can't Get No Satisfaction; Ugly Lawsuit Settle

    Mick Jagger Can't Get No Satisfaction; Ugly Lawsuit Settle
    It's rough being Mick Jagger sometimes. Even as the front man for the famed Rolling Stones, he Can't Always Get What he Wants. But when he tries, at least sometimes, he just might find ... that he gets what he needs. These days, what Sir Mick…
  • Nov 5

    Melissa Rivers Seeks Answers As To Why Joan Rivers Died

    Melissa Rivers Seeks Answers As To Why Joan Rivers Died
    Even though she was 81 years old when she died on September 4th, there is no denying that Joan Rivers died too soon. She continued to entertain with an energy level that suggested she was anything but eighty-something. Melissa Rivers has now…
  • Oct 29

    Using Celebrity Stories Is A Great Way To Bring Up Estate Planning

    Using Celebrity Stories Is A Great Way To Bring Up Estate Planning
    MarketWatch.com recently featured an interesting article about the benefits that families gain by having the estate planning conversation early. Not only does it improve family relationships, it helps sets the stage and prepares family…
Rank this Week: 732

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/
  • Sep 24

    Tax Filing Tips for Same-Sex Couples in Oakland County

    Tax Filing Tips for Same-Sex Couples in Oakland County
    Tax filing tips as a result of the Windsor ruling on same-sex couples By Marc Wander Cincinnati residents James Obergefell and John Arthur lived together and were in a committed and intimate relationship for more than 20 years. When John…
  • Sep 24

    Obamacare: GOP’s NEW plan to repeal and replace

    Obamacare: GOP’s NEW plan to repeal and replace
    Obamacare proposed to be repealed and replaced in GOP’s new bill By Mike Witzke A health-care bill will be unveiled by the Republican Study Committee in the House of Representatives to replace Obamacare. (Related: Gifts for…
  • Sep 24

    Gifts for Caregivers: Music, Magazines and Informative Video

    Gifts for Caregivers: Music, Magazines and Informative Video
    Gifts for caregivers are a great way to show your appreciation of their hard work! By Chris Berry Music is another one of the many wonderful gifts for caregivers. It has been show to help heal, reduce stress, and enhance … Continue…
Rank this Week: 797

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Nov 3

    Make Sure Your Vital Information Doesn’t Die When You Do

    Make Sure Your Vital Information Doesn’t Die When You Do
    Twenty years ago, we always told our clients to make an inventory of their important information, give a copy to a child or trusted family member and leave a copy in a secure place for safekeeping. It’s amazing how much has changed in…
  • Sep 15

    Not Everybody Needs A Trust

    Not Everybody Needs A Trust
    Every Spring, when the snowbirds have returned to New York, your lawblogger gets a rash of inquiries about trusts. Some folks are absolutely insistent but don't really have a good explanation for this. I usually ask at this point which…
  • Sep 15

    Not Everybody Needs A Trust

    Not Everybody Needs A Trust
    Every Spring, when the snowbirds have returned to New York, your lawblogger gets a rash of inquiries about trusts. Some folks are absolutely insistent but don’t really have a good explanation for this. I usually ask at this point which…
Rank this Week: 969

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.
  • 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…
  • 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: 915

California Tax Attorney Blog

California Tax Attorney Blog

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

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

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

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

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Dec 29

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Rank this Week: 877

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: 1065

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Nov 25

    Court Decides Motion for Summary Judgment

    Court Decides Motion for Summary Judgment
    A New York Probate Lawyer said that before the court is a motion for summary judgment filed in connection with petitions for the removal of fiduciaries in the related estates of the decedents. For the reasons set forth below, the court…
  • Nov 24

    pro

    pro
    A New York Probate Lawyer said the petitioner moves for summary judgment on her entitlement to take an elective share of the decedent's estate pursuant to EPTL 5-1.1-A. In opposition, respondents, the coexecutors of the estate, argue the…
  • Nov 23

    Court Reviews Petition to Modify Endowment Fund

    Court Reviews Petition to Modify Endowment Fund
    A New York Probate Lawyer said this is a petition to modify restrictions on an endowment fund, pursuant to section 8-1.1 of the Estates, Powers and Trusts Law or, in the alternative, section 522 of the Not-for-Profit Corporation Law.…
Rank this Week: 1525

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: 1500

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Nov 20

    What Is A Business Plan?

    What Is A Business Plan?
    Although a proper legal structure is very important for a startup business, there are many other considerations that are very likely much more important if the business is to be successful. In particular, developing a business plan is often…
  • Nov 5

    Business Structures: The Facts & Figure

    Business Structures: The Facts & Figure
    Although there a lots of very important questions that a business owner, or owners, must ask when starting a business, perhaps of one of the most important is: How should I legally structure my business? In general, there are three principal…
  • Oct 8

    4 Ways to Protect Your Intellectual Property

    4 Ways to Protect Your Intellectual Property
    In the United States, there are four principal ways in which a person or business can protect intellectual property, however, not all types of protection are available for all property types. The infographic below briefly describes each of…
Rank this Week: 1324

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/
  • Nov 10

    Estate Planning for Out-of-State Property

    Estate Planning for Out-of-State Property
    If you live in Florida and own property in another state an ancillary administration will be necessary upon the death of the owner(s) of that property. This special probate administration will be in addition to the administration you have…
  • Oct 29

    Revocable Trusts and Asset Protection

    Revocable Trusts and Asset Protection
    Many times we get questions from clients asking if their revocable trust provides asset protection from creditors. The answer to this is the typical legal answer "It Depends". That is it depends on who owes the money. In Florida a…
  • Oct 28

    Florida Probate Intake form

    Florida Probate Intake form
    Many of our clients have asked us to put our Florida Probate Intake form online so that they can easily download it. You can download the Florida Probate Intake form with the following link: Probate Intake Form.pdf
Rank this Week: 1241

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/
  • Aug 19

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong

    Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong
    As I’ve written recently, the Uniform Law Commission approved the Uniform Fidicuary Access to Digital Assets Act. The act can be found on the Committee’s website, along with supplmenetal material, such as prior drafts, comments,…
  • Aug 3

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate

    I am now Board Certified by the Florida Bar in Wills, Trusts, and Estate
    Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes…
  • Jul 17

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act

    Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
    I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law…
Rank this Week: 1253

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: 1594

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • Feb 27

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court
    Transitional Alimony reduced by trial court because mother didn't kick her 18 year old son out of the house. Tennessee Court of Appeals says NO. Reverses decision, reinstates alimony.
  • Dec 12

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff
    US Postal Inspection Service arrested Senator Lamar Alexander’s Chief of Staff Ryan Loskarn on charges of possession and distribution of child pornography charges. He has been fired from his job as Chief of Staff.
  • Jun 19

    Arizona Voter Case May Seriously Impact Tennessee Election

    Arizona Voter Case May Seriously Impact Tennessee Election
    The US Supreme Court decision on the Arizona voter case may impact Tennessee election authority by prohibiting enforcement of the requirement to be a US citizen before voting in Tennessee. On June 17, 2013 the US Supreme Court decided the…
Rank this Week: 1511

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: 1276

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

Discusses the complications, pitfalls, and the overall state of affairs of trusts and estates in Canada. By Megan F. Connolly.

http://www.torontoestatemonitor.com/
  • Mar 7

    A Faulty Settlement and Some Buyer's Remorse

    A Faulty Settlement and Some Buyer's Remorse
    The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from “buyer’s remorse”. 
  • Mar 5

    Some Tips on Paying Estate Debt

    Some Tips on Paying Estate Debt
    One of an estate trustee’s duties is to pay the debts that a deceased individual owed when he or she died.  As I have previously discussed, the estate trustee is generally not personally liable for the deceased’s debts – they are paid…
  • Feb 29

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 1290

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/
  • Nov 22

    Estate Planning for Healthcare Costs in Retirement

    Estate Planning for Healthcare Costs in Retirement
    AARP has released a study that estimates caregiving costs for families in the United States will total more than $520 billion annually. This estimate reflects the time and resources devoted by families and not skilled workers; the skilled…
  • Nov 19

    Estate Planning and Tax Refunds for Art

    Estate Planning and Tax Refunds for Art
      Art collections require specialized estate and tax planning. Without proper planning, a collection acquired over a lifetime could translate into tax debt for surviving heirs or become lost to creditor claims. A recent court case…
  • Nov 17

    Estate Planning for Collectibles: Wine, Art, Cars & More

    Estate Planning for Collectibles: Wine, Art, Cars & More
    Estate plans are not only vehicles for passing cash, investments and real property along to named beneficiaries, these tools can also transfer more complex assets. How does one pass on a wine collection, valuable artwork, antique cars, or…
Rank this Week: 2243

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Nov 20

    From A to Zeal: What it takes to win your California Trust or Will lawsuit

    From A to Zeal: What it takes to win your California Trust or Will lawsuit
    By: Keith Davidson Lawyers are duty-bound to provide “zealous” advocacy for their clients.  The term “zealous” means to show zeal, and zeal means “great energy or enthusiasm in pursuant of a cause or an…
  • Nov 18

    What’s the Deal with Your California Trustee?

    What’s the Deal with Your California Trustee?
    It can be confusing, and a little worrisome, to be kept in the dark by your Trustee.  Time to find out what’s going on.  In this video, Keith Davidson discusses how to find out what your Trustee is up to. For our email…
  • Nov 13

    How Long Will it Last? A California Trust and Will Contest Can Take Some Time…

    How Long Will it Last? A California Trust and Will Contest Can Take Some Time…
    If you are not familiar with the Court system in California, you may be surprised how long a case can last in our Court system.  In this video, Stewart R. Albertson describes the length of time your lawsuit can take in Court in regards…
Rank this Week: 2152

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

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

    Probate Court Program at Stanley Mosk Courthouse

    Probate Court Program at Stanley Mosk Courthouse
    Firm partner, Yasha Bronshteyn, attended the Ex-Parte Probate Court Program Presented by Trusts and Estates Section of the Los Angeles Bar Association at the Stanley Mosk Courthouse 111 N. Hill Street, Los Angeles, California. Speakers…
  • Sep 7

    Los Angeles Bar Association Trust and Wills Symposium

    Los Angeles Bar Association Trust and Wills Symposium
    Firm partner, Yasha Bronshteyn, is looking forward to attending the People Behaving Badly: Trustees and Beneficiaries Abusing Each Other and Settlors program being presented on September 19, 2014, at the Millennium Biltmore Grand,…
  • Sep 7

    Probate Schedule at the San Farncisco Superior Court

    Probate Schedule at the San Farncisco Superior Court
    Hearing dates for probate matters at the San Francisco Superior Court located at  400 McAllister St., Department 204, San Francisco, CA 94102-4514 are assigned by the filing clerk at the time the petition is filed. The typical schedule…
Rank this Week: 2395

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Nov 14

    Estate of Hemsley

    Estate of Hemsley
    Sherman Hemsley was a popular actor, known for playing George Jefferson in "All in the Family" and the "The Jeffersons." He was never married and had no children. He died in El Paso in 2012 after a battle with lung...
  • Nov 6

    In re Estate of Fisher

    In re Estate of Fisher
    In Fisher, the Texarkana Court of Appeals upheld the Harrison County Court at Law's summary judgment dismissal of a will contest. The contestants, the surviving lineal descendants of the decedent, challenged a will made five months before…
  • Aug 26

    Court finds designated executor unsuitable

    Court finds designated executor unsuitable
    In Gossett v. Beck, the Dallas Court of Appeals upheld the probate court's determination that an indepedent executrix designated in a will was unsuitable and therefore disqualified to serve. The basis of the probate court's decision was a…
Rank this Week: 2332

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

Covers estate planning topics such as conservatorship, guardianship, health care and advanced directive, living trusts, and probate. By Law Office of Scott D. Soady, A Professional Corporation

http://www.sandiegoestateplanninglawyerblog.com/
  • Nov 5

    Can a Creditor Challenge a Trustee's Mismanagement?

    Can a Creditor Challenge a Trustee's Mismanagement?
    When you create a living trust, you transfer personal assets to a trustee, who then manages those assets on your behalf. In most cases, this won't be a problem, since you can name yourself as trustee during your lifetime. But when someone…
  • Nov 3

    How Does a “Survivorship Clause” in a Will or Trust Work?

    How Does a “Survivorship Clause” in a Will or Trust Work?
    In making a will or trust, you should consider the possibility your chosen beneficiaries will not outlive you. It is therefore common practice to include a survivorship clause, specifying that a gift will lapse unless the recipient survives…
  • Nov 1

    What Happens When an Equal Distribution of Property Is Not So Equal?

    What Happens When an Equal Distribution of Property Is Not So Equal?
    If you have multiple children, you may wish to structure your estate plan so that each child receives an equal share of your property. Sometimes this is easier said than done—or written. If your will or trust contains conflicting or…
Rank this Week: 2320

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
  • Sep 25

    Undue Influence under Florida’s Trust Code

    Undue Influence under Florida’s Trust Code
    Florida Statute § 736.0406 Effect of fraud, duress, mistake, or undue influence.— If the creation, amendment, or restatement of a trust is procured by fraud, duress, mistake, or undue influence, the trust or any part so…
  • Aug 12

    Florida Trust Termination

    Florida Trust Termination
    People create trusts for a variety of reasons.  Some create them for creditor protection.  Others create them because they are concerned about providing the beneficiaries with large sums of money all at once.  Although these…
  • Jul 2

    Spousal Inheritance after Divorce

    Spousal Inheritance after Divorce
    What rights does a divorced spouse have to inherit from a former spouse’s estate? Fla. Stat. § 732.703 became effective in 2012 and concerns beneficiary designations on life insurance policies, annuities, IRAs, 401ks and other…
Rank this Week: 1703

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Jul 17

    Probate court deadlines - In re Estate of Loyd

    Probate court deadlines - In re Estate of Loyd
    On Tuesday, the Court of Appeals of Georgia handed down its opinion in In re Estate of Loyd.The details of that case are fairly mundane in the world of probate litigation. A will was challenged on grounds of undue influence by a disinherited…
  • Jul 12

    In re Estate of Helms - Executor's discretion does not extend to hypothetical claim

    In re Estate of Helms - Executor's discretion does not extend to hypothetical claim
    The Georgia Court of Appeals just handed down the case of In re Estate of Helms.  In it, the all-too-familiar facts of an heir acting well outside his powers. In this estate, one of the heirs - one Rowell - was named Executor in the…
  • Jun 12

    Opelika, Alabama "Wills for Heroes" Event

    Opelika, Alabama "Wills for Heroes" Event
    [...]
Rank this Week: 1899

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/
  • May 12

    Estate Planning and Portability

    Estate Planning and Portability
    The American Taxpayer Relief Act of 2012 (ATRA), which tried to keep us from going over the "fiscal cliff," raised the federal estate tax exemption to $5.25 million and made permanent an estate tax concept called…
  • Apr 25

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap
    Don't miss the PBI seminar on How to Prepare Fiduciary Accounts and Avoid Common Traps next Thursday May 1, 2014 at the CLE Conference Center, Wanamaker Building, Philadelphia. Register here:…
  • Dec 22

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving

    It's Not Too Late - Get Your 2013 Deductions for Charitable Giving
    It's Not Too Late - Get Your Deductions for Charitable Giving I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. - Andrew Carnegie At the end of the calendar year, many people...
Rank this Week: 1857

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: 2109

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

Covers business law and planning, elder law, estate planning, and probate and estate administration. By Deirdre Wheatley-Liss.

http://www.njelderlawestateplanning.com/
  • Apr 2

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing
    A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
  • Mar 25

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide
    You have a horrific accident and are looking at a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a…
  • Mar 25

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 1735

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: 2224

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Nov 28

    Does a Revocable Living Trust Provide Connecticut Asset Protection?

    Does a Revocable Living Trust Provide Connecticut Asset Protection?
    A revocable living trust can be a good alternative to a last will for many people because such a trust will enable asset transfers outside of the process of probate. What’s the problem with probate you ask? In a general sense you can…
  • Nov 26

    Include HIPAA Authorization With Advance Directive

    Include HIPAA Authorization With Advance Directive
    When you think about the topic of estate planning the matter of arranging for future asset transfers after your passing may immediately come to mind. Unquestionably this is at the core of estate planning, but to be totally prepared for the…
  • Nov 21

    Free Report: Do I Lose Control of Assets in a Revocable Living Trust?

    Free Report: Do I Lose Control of Assets in a Revocable Living Trust?
    The individual who creates a revocable living trust is referred to as the grantor of the trust. There is a trustee who administers the trust, and there is a beneficiary who can receive monetary distributions from the trust. Topics covered in…
Rank this Week: 3334

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Nov 28

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Doris Day (1922- ) – Actress, Singer & Animal Rights Activist Doris Day is an American actress, singer, and animal rights activist. Day began her career in 1939 as a big band singer. Her popularity began to rise after her first hit…
  • Nov 26

    Terri Schiavo’s Brother

    Terri Schiavo’s Brother
    You probably remember the Terri Schiavo incident from a few years ago. If not, then here is a brief recap. Schiavo was comatose and on life support. Her doctors and her husband believed that there was no chance she would ever recover and that…
  • Nov 25

    Texas History – Do You Know How Many Miss America Winners Were From Texas?

    Texas History – Do You Know How Many Miss America Winners Were From Texas?
    Texas has produced three Miss America winners: Jo-Carroll Dennison of Tyler in 1942; Phyllis Ann George of Denton in 1971; and Shirley Cothran of Fort Worth in 1975.
Rank this Week: 3345

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Nov 27

    As Asset Protection Primer – Part 4 of 4

    As Asset Protection Primer – Part 4 of 4
    Rule number 4: Create a Comprehensive Estate Plan In addition to following Rules 1 through 3, creation of a high quality, comprehensive estate plan with the assistance of an experienced and qualified estate planning attorney is essential.…
  • Nov 27

    What Is Medi-Cal?

    What Is Medi-Cal?
    What Is Medi-Cal? from Timothy Murphy Medicaid is a health insurance program that is jointly run by the federal government along with each state government. Learn more about Medi-cal in Calfironia in this presentation.
  • Nov 26

    An Asset Protection Primer – Part 3 of 4

    An Asset Protection Primer – Part 3 of 4
    Rule number 3:  Consider insurance – the right kinds of insurance. Many liability claims arise out a claim of negligence against an alleged wrongdoer, such as an auto accident, or perhaps professional malpractice. …
Rank this Week: 3341

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/
  • Nov 27

    Can Estate Tax Laws Change?

    Can Estate Tax Laws Change?
    Wealth preservation is a serious consideration for high net worth individuals. Reaching your goals is only part of the equation. There are forces of asset erosion out there that can significantly reduce the financial legacy that you are…
  • Nov 24

    How Do You “Stretch” an IRA?

    How Do You “Stretch” an IRA?
    An IRA is an individual retirement account. These accounts are very useful for people who are looking ahead toward the future. Clearly, an IRA can provide you with a financial underpinning during your retirement years, but you could…
  • Nov 23

    Is There a Medi-Cal Asset Limit in San Jose California?

    Is There a Medi-Cal Asset Limit in San Jose California?
    Is There a Medi-cal Asset Limit in San Jose California? from Roy W. Litherland Medicare is a government health insurance program most people will qualify for Medicare coverage when they reach the age of 65. Learn more about medi-cal asset…
Rank this Week: 3344

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 26

    Estate Litigation Can Complicate Estate Settlement

    Estate Litigation Can Complicate Estate Settlement
    Litigation concerning estate matters has been discussed in many posts in the New York Probate Lawyer Blog. The variety of Surrogate’s Court disputes sometimes appears endless. These matters include contested probate proceedings, as well…
  • Nov 19

    A New York Last Will May Need To Be Construed By A Court For Asset Distribution

    A New York Last Will May Need To Be Construed By A Court For Asset Distribution
    The New York Probate Lawyer Blog has discussed in numerous posts the benefits of estate planning and preparing planning documents.   These papers include a Last Will and Testament.   When preparing a Will the creator should…
  • Nov 12

    New York Estate Accounting Proceedings Can Involve the Discovery of Estate Information

    New York Estate Accounting Proceedings Can Involve the Discovery of Estate Information
    The settlement of an estate in New York involves the preparation of an account by the fiduciary. Executors and Administrators need to assemble an account that provides information regarding the transactions that occurred during the…
Rank this Week: 4617

Murphy's Law Blog

Murphy's Law Blog

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

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

    Preparing to Die: Why the Will Is Just the Beginning

    Preparing to Die: Why the Will Is Just the Beginning
    “Prepare to die” sounds like something a super-villain says to a caped hero in a Hollywood blockbuster. Certainly, it’s not a phrase any of us want to hear today. But all of us will pass away someday, and when we ……
  • Nov 19

    Picking Up Where Mom and Dad Leave Off

    Picking Up Where Mom and Dad Leave Off
    Forbes recently asked its readers whether they could pick up where their parents leave off. It’s an odd question, and one that a lot of children won’t have asked themselves yet. The point Forbes is making is that parents…
  • Nov 12

    Accepting Extra Care Isn’t Always Easy for Senior

    Accepting Extra Care Isn’t Always Easy for Senior
    “It’s a hand, not a shark.” That’s what the matronly Nora says as she extends her arm to the scared little boy Pete in Disney’s classic fantasy film, Pete’s Dragon. He really did need her help, but he was…
Rank this Week: 3501

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
  • Nov 26

    How To Support Someone Who’s Grieving During Thanksgiving

    How To Support Someone Who’s Grieving During Thanksgiving
    A friend of mine who volunteers for hospice wondered out loud a couple of weeks ago: “Why is it that more people die around the holidays?” “Really?”  I asked. “Is there actually data to support that?”…
  • Nov 21

    A Life Cut Short

    A Life Cut Short
    A friend of mine died this week. She wasn’t a close friend, but we had been members of the same group for many years, and saw each other at meetings and various social gatherings. Although we hadn’t spoken since my family moved to…
  • Nov 10

    What is a Residuary Clause?

    What is a Residuary Clause?
    I recently worked with a couple that wanted to make sure that all their wordly possessions passed to the surviving spouse upon their death, and then to their children when both of them died. Rather than list out every specific asset they…
Rank this Week: 4940

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Nov 26

    Steps to Estate Planning

    Steps to Estate Planning
    Estate planning may seem like a morbid topic better left for another time. In all actuality, estate planning provides you the opportunity to plan ahead, prepare family members for the future, and be involved in how matters are handled after…
  • Nov 19

    Estate Planning for a Second Family

    Estate Planning for a Second Family
    The purpose behind estate planning is to simplify a potentially complicated situation for family members. When a second family is involved, estate planning may be a bit more involved, but it is no less important. Several factors influence the…
  • Nov 11

    The Importance of a Power of Attorney

    The Importance of a Power of Attorney
    A power of attorney is a written document designed to allow someone of your choosing, an agent, to make legal decisions on your behalf in the event that you are incapacitated and unable to do so. Though establishing a power of attorney may…
Rank this Week: 2784

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

Discusses recent cases and developments pertaining to New York trusts and estates law. By Farrell Fritz.

http://www.nyestatelitigationblog.com/
  • Nov 25

    In Terrorem Provisions That Violate Public Policy

    In Terrorem Provisions That Violate Public Policy
    In terrorem clauses generally provide that, where a beneficiary under a testamentary instrument unsuccessfully challenges the instrument’s validity, the beneficiary will forfeit any interests obtained under the instrument. Testators…
  • Oct 3

    Appellate Division Upholds Equitable Extension of Slayer Rule

    Appellate Division Upholds Equitable Extension of Slayer Rule
    New York’s “slayer rule” essentially provides that if an individual kills another person, he has automatically forfeited any interest he may have had in his victim’s estate. The rationale is simple – no one…
  • Aug 8

    “Easy” Cases Make Bad Law Too

    “Easy” Cases Make Bad Law Too
    In a decision that could well cause even the most casual trusts and estates practitioners to scratch their proverbial heads in wonder, the Appellate Division, Third Department, in Matter of Buchting, 111 AD3d 1114, 975 NYS2d 794 (3d Dept…
Rank this Week: 4179

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Nov 25

    What Is an Executor?

    What Is an Executor?
    When you plan your estate, you execute legally binding documents that facilitate asset transfers. Stating your wishes in writing is a large part of the equation, but there is also a postmortem process to consider. There is a human element.…
  • Nov 20

    What Is a Letter of Final Instruction?

    What Is a Letter of Final Instruction?
    There are various tasks that must be completed after you pass away to make your wishes become a reality. Estate administration is something that you should take into consideration when you are planning your estate. With this in mind, we will…
  • Nov 18

    What Is the Difference Between a Guardianship and a Power of Attorney?

    What Is the Difference Between a Guardianship and a Power of Attorney?
    Estate planning should be viewed as a comprehensive endeavor. Yes, you want to make sure that you facilitate efficient asset transfers after you pass away. At the same time, you should see a holistic picture and prepare for the eventualities…
Rank this Week: 3190

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
Rank this Week: 2741

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
  • Nov 21

    Guest Blog: Relational Estate Planning

    Guest Blog: Relational Estate Planning
    Today’s post is a guest blog written by Stephanie Heavey about Relational Estate Planning. For more information, contact Stephanie at r.estplanner@gmail.com You just breathed a sigh of relief. The “t’s” have been…
  • Nov 12

    WBEZ Tech Shift Podcasts on Death in the Digital Age

    WBEZ Tech Shift Podcasts on Death in the Digital Age
    A couple weeks ago, Chicago’s public radio station WBEZ 91.5 FM, ran a series of four short podcasts on its ‘Tech Shift’ channel on the subject of death in the digital age and how technology is changing the way we handle…
  • Nov 3

    New Illinois Small Estate Affidavit Coming in 2015

    New Illinois Small Estate Affidavit Coming in 2015
    A significant change is coming to the small estate affidavit form and procedure in Illinois. On August 1, 2014, Governor Quinn signed into law an amendment to the Small Estate section of the Illinois Probate Act (755 ILCS 5/25-1) that changes…
Rank this Week: 3183

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Nov 20

    How Do I Change a Custody Order in South Carolina?

    How Do I Change a Custody Order in South Carolina?
    Custody in South Carolina is decided best on what is in the best interests of the child. When parents separate or divorce, they may create a parenting agreement together that divides up custody. If the parents cannot come to an agreement…
  • Nov 18

    How Does the Judge Decide Custody Issues in South Carolina?

    How Does the Judge Decide Custody Issues in South Carolina?
    The issue of child custody is one of the most important that parents face when they decide they no longer wish to live together under the same roof. Child custody may need to be split if a couple who is living together decides to separate or…
  • Nov 13

    Spousal Support in a South Carolina Divorce

    Spousal Support in a South Carolina Divorce
    Spousal support or alimony is appropriate in certain situations when a marriage ends. Spousal support is not awarded in all cases and there are different kinds of spousal support. Both the spouse who is seeking support (the…
Rank this Week: 3343

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/
  • Nov 17

    How to Win a Will Contest in Long Island

    How to Win a Will Contest in Long Island
    What to do When Something is Wrong With the Will Losing a loved one can be emotionally devastating no matter who you are. Unfortunately, many times the sadness that comes with having a loved one die quickly turns to anger, when it is…
  • Nov 10

    What Happens if Property Held Jointly is Still in the Deceased Spouse’s Name?

    What Happens if Property Held Jointly is Still in the Deceased Spouse’s Name?
    What to Do With Your Deed When Your Spouse Dies Most couples have at least some jointly owned property. Usually it is the family home that is held in the names of both of the spouses with a provision that the entire property goes to the…
  • Nov 7

    Does a Will Need Witnesses?

    Does a Will Need Witnesses?
    Make Sure Your Will is Executed Properly A lot of people assume that their will could be overturned based on something like fraud or being threatened by someone to change it. What they may not know, however, is that failing to follow the…
Rank this Week: 3813

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Nov 10

    The Durable Power of Attorney for Financial Affair

    The Durable Power of Attorney for Financial Affair
    A “power of attorney” is a legal document that appoints another person to act for you in a specified capacity. Often, a power of attorney is "general," giving your agent broad powers to manage your financial affairs (your…
  • Oct 13

    Transferring Real Estate to A Revocable Trust by Deed

    Transferring Real Estate to A Revocable Trust by Deed
    Real estate includes your house, condo, vacation home, commercial building, and similar properties. Generally, a person who has a revocable trust will want that trust to be the owner and/or beneficiary of most of his/her assets: the…
  • Sep 21

    Transferring Mortgaged Real Estate to Your Revocable Trust

    Transferring Mortgaged Real Estate to Your Revocable Trust
    (or: why we have to ask the mortgage company for permission to transfer the rental property but not the house) People usually establish revocable trusts to facilitate the management of their assets if they become incapacitated and to avoid…
Rank this Week: 3765