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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jan 17

    How Student Loan Debt Is Plaguing Older Borrower

    How Student Loan Debt Is Plaguing Older Borrower
    Not only does student loan debt affect young to middle-aged adults, it also seems to be affecting a growing number of older Americans. Specifically, the number of Americans age sixty and older with student loan debt has quadrupled in the...
  • Jan 17

    Trump's Treasury Pick Makes Use of Dynasty Trust

    Trump's Treasury Pick Makes Use of Dynasty Trust
    Donald Trump recently appointed Steven Mnuchin to lead the United States Treasury Department, but is the new appointee taking advantage of a tax loophole? A federal ethics disclosure revealed that Mnuchin placed assets worth $32.9 million…
  • Jan 16

    Article on Key State Tax Planning Development

    Article on Key State Tax Planning Development
    Sharon L. Klein recently published an Article entitled, The State of the States: 2016—An Update of Key Planning Developments, Tr. & Est. 82 (Jan. 2017). Provided below is an abstract of the Article: To be more competitive, some…
Rank this Week: 74

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/
  • Jan 16

    How To Protect Against Elder Abuse

    How To Protect Against Elder Abuse
    How To Protect Against Elder Abuse A Senate Special Committee on Aging had a hearing in November of 2016, which allowed experts to testify that elder abuse is still a growing problem in the United States.  The experts testified that over…
  • Jan 13

    Florida Statute Of Limitations on a Will

    Florida Statute Of Limitations on a Will
    What is the Florida Statute Of Limitations on a Will? A common question Jacksonville estate planning lawyers are often asked is how long does a person have to Florida will contest a will or what is the statute of limitations to contest a will…
  • Jan 11

    The Importance of a Florida DNR: Do Not Resuscitate Order

    The Importance of a Florida DNR: Do Not Resuscitate Order
    A Florida DNR is a document you will not complete with your Jacksonville Estate Planning Lawyer. Many feel that estate planning is a great area of law because it allows people to plan ahead for how they wish to be treated medically in a…
Rank this Week: 161

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
Rank this Week: 178

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/
  • Jan 11

    Clayton Trust – The Advantages of the B-Trust

    Clayton Trust – The Advantages of the B-Trust
    By: Justin M. Kennedy, Attorney Law Office of Roy W. Litherland Prior to 2014, for married clients with estates valued at over one million dollar ($1,000,000), our office often recommended ABC Trusts.  This trust structure was used to…
  • Jan 3

    Litherland Law Office 2017 Government Policy Forecast

    Litherland Law Office 2017 Government Policy Forecast
    By:  Matthew M. Shafae, Attorney Law Office of Roy W. Litherland Elections have consequences. On January 3, 2017, the 115th United States Congress met for the first time, with both houses controlled by the Republican Party. On January…
  • Dec 29

    Limits to Medi-Cal Recovery

    Limits to Medi-Cal Recovery
    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,…
Rank this Week: 424

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

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

    Why A Successor Trustee Is Important

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

    Why Should Incapacity Planning Be Included in Your Estate Plan?

    Why Should Incapacity Planning Be Included in Your Estate Plan?
    A comprehensive estate plan should do far more than simply provide a roadmap for the distribution of your estate assets after your death. Components such as tax and probate avoidance, special needs planning, or retirement planning can easily…
  • Dec 6

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?
    A power of attorney is a commonly used legal document, often included in a comprehensive estate plan. When used properly, a power of attorney, or POA, can be a beneficial addition to your estate plan. Unfortunately, people often execute a POA…
Rank this Week: 431

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: 279

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jan 16

    RRIF rollovers and grandchildren.

    RRIF rollovers and grandchildren.
    Can RRIF proceeds paid after death to a testamentary trust, and used to purchase an annuity for the deceased’s grandson, qualify for a tax deferred rollover? The Canada Revenue Agency (“CRA”) was…
  • Jan 15

    Dementia in Canada: Developing A National Strategy for Dementia-friendly Communitie

    Dementia in Canada: Developing A National Strategy for Dementia-friendly Communitie
    “I can think of no other disease that places such a heavy burden on families, communities, and societies. I can think of no other disease where innovation, including breakthrough discoveries to develop a cure, is so badly needed.”…
  • Jan 13

    Mutual Wills versus Reciprocal Will

    Mutual Wills versus Reciprocal Will
    In the Ontario Superior Court decision, Lavoie and Trudel, 2016 ONSC 4141 (“Lavoie and Trudel”), the court was tasked with determining the validity of a will made on December 5, 2007 (the “2007 Will”) by the deceased,…
Rank this Week: 477

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/
  • Jan 16

    2d DCA: Can a divorce judge force you to terminate your irrevocable trust and split the assets with your ex’?

    2d DCA: Can a divorce judge force you to terminate your irrevocable trust and split the assets with your ex’?
    Nelson v. Nelson, — So.3d —-, 2016 WL 7322546 (Fla. 2d DCA December 16, 2016) Multi-generational irrevocable trusts (often referred to as “dynasty” trusts) have always been around, but changes to federal estate tax…
  • Dec 16

    Bias on the bench

    Bias on the bench
    Inheritance cases are almost always bench trials, which means they’re decided by a jury of one: your judge. If one person’s going to determine the outcome of your entire case, you’d better be aware of the unconscious biases…
  • Dec 12

    4th DCA: Love and marriage in contested Florida guardianship

    4th DCA: Love and marriage in contested Florida guardianship
    Smith v. Smith, — So.3d —-, 2016 WL 803625 (Fla. 4th DCA March 2, 2016) As Bette Davis once famously quipped, getting old ain’t for sissies. But it’s a whole lot easier if you’re married. And…
Rank this Week: 585

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
  • Jan 11

    Can Proceeds of Insurance Policy be Seized to Pay Debts of an Estate?

    Can Proceeds of Insurance Policy be Seized to Pay Debts of an Estate?
    After you die, your estate is responsible for your debts. Creditors can make claims against your probate estate for what you owe. Assets such as life insurance proceeds, IRAs and other qualified plans are non-probate assets. They pass to the…
  • Dec 23

    Wishing You Peace

    Wishing You Peace
    As the year draws to a close, I have a lot for which to be thankful: My greatest joy is my family, and I am thankful for the opportunity to be a wife, mother, daughter, sister, and aunt to amazing people I love more than I could ever express.…
  • Dec 15

    What are the Mental Requirements for Making a Will?

    What are the Mental Requirements for Making a Will?
    A concerned daughter contacted me. Her mother’s Will was outdated, and needed to be updated. She has been wanting to make changes for years, but getting this done now seems more pressing. Her mother is experiencing health issues,…
Rank this Week: 535

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Jan 11

    How Pre-Nups and Probate Court engage

    How Pre-Nups and Probate Court engage
    Effect of Marital Agreement on Entitlement to Probate Estate When it comes to estate planning, multiple factors can influence the distribution of the estate, besides a trust document or a will. One such device is a martial agreement made…
  • Dec 29

    Is Time really on your side when serving as a Trustee?

    Is Time really on your side when serving as a Trustee?
    Time Limitations for Proceedings Against Trustees: Discussing Failure to Account An individual serving as a trustee owes certain duties to the beneficiaries of that trust. One such duty is the duty to account to the beneficiaries. …
  • Dec 15

    Bang Bang – Pop goes the gun!

    Bang Bang – Pop goes the gun!
    Gun Trusts: Background Check Loophole Eliminated A gun trust is a legal device that makes it easier to handle firearms after the gun owner’s death. These trusts are used for guns that are regulated by federal laws: the National Firearms…
Rank this Week: 749

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/
  • Jan 5

    Sharp as a Tack . . . Clear as a Bell

    Sharp as a Tack . . . Clear as a Bell
    Very often, when the proponent of a will (and sometimes even the attorney-draftsperson or witness) is questioned about the decedent’s mental state and the decedent’s instructions, the reflexive response is that the decedent was…
  • Nov 22

    A Flood . . . in the Basement

    A Flood . . . in the Basement
    A recent case decided by the Richmond County Surrogate revisits the law pertaining to probating lost or damages wills. In Matter of Larsen, the decedent’s will, apparently damaged in a flooded basement to the extent that the…
  • Sep 29

    Article 17-A Guardianship: It is Not for Everyone

    Article 17-A Guardianship: It is Not for Everyone
    In two recent decisions, Surrogate Lopez Torres of Kings County denied petitions for guardianship under SCPA Article 17-A, demonstrating the strict circumstances under which guardians are appointed under this particular statute. Unlike under…
Rank this Week: 775

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
  • Jan 5

    New Years Resolution

    New Years Resolution
    Each year I am told of clients who had a new years resolution to “Get our estate plan done this year….” Each year they tell me they failed to do it until finally they came to see me. Often they tell me “the estate…
  • Dec 27

    Stuff happens… so finish your estate plan

    Stuff happens… so finish your estate plan
    Every year it happens. Every year I get to the end of the year and am amazed that some people I met with months ago have not finished their estate plans yet. People who have had rough drafts mailed to them long ago. People who have been…
  • Dec 8

    How to probate when a husband and wife die a year a part

    How to probate when a husband and wife die a year a part
    I had a really interesting fact pattern today that I wanted to share. I got the perspective client’s permission to share but, of course, names are changed for privacy. Sadly Gina’s mom, Molly, died in December of 2015 and her dad,…
Rank this Week: 494

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/
  • Jan 4

    What Happens to My Bankruptcy Case if I Die?

    What Happens to My Bankruptcy Case if I Die?
    In a typical probate administration, the personal representative named in the deceased person’s will must pay off any valid debts presented to the estate. What if the decedent was already in bankruptcy at the time of his or her death?…
  • Dec 31

    Does a Spendthrift Trust Protect Against Spousal or Child Support Orders?

    Does a Spendthrift Trust Protect Against Spousal or Child Support Orders?
    If you have a child or other relative who is irresponsible with money or is the subject of a number of creditor judgments, you might consider including a spendthrift clause as part of your estate planning. A spendthrift clause, also known as…
  • Dec 30

    When is a California Conservatorship Necessary?

    When is a California Conservatorship Necessary?
    If you have a family member who is unable to care for him or herself, it may be necessary to seek a conservatorship for that person. A conservator is someone appointed by a probate court to manage the personal or financial affairs of another…
Rank this Week: 705

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 2

    New York Will Contests Can Be Avoided

    New York Will Contests Can Be Avoided
    There are many great reasons to create an estate plan. The New York Probate Lawyer Blog has published many posts discussing the basics of estate planning. Preparing and signing documents such as a Last Will, Living Will, Health Care Proxy,…
  • Oct 26

    New York Wills Need to Be Properly Prepared and Signed

    New York Wills Need to Be Properly Prepared and Signed
    The preparation and signing of Wills in New York is an important part of the estate planning process. Creating documents such as a Last Will, Living Will, Health Care Proxy and Living Trust is an important first step in expressing a persons…
  • Oct 19

    New York Estate Planning Involves Many Consideration

    New York Estate Planning Involves Many Consideration
    Planning an estate in New York requires that numerous factors be considered. The testator or creator of a Last Will or Trust should begin by making a complete inventory and review of his assets. The New York Probate Lawyer Blog has many posts…
Rank this Week: 833

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

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

    Sacramento Nursing Home Costs Are Among the Highest in the Country

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

    A Probate Attorney Can Help With Estate Administration

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

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 628

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 4

    How Can You Minimize Your Estate Tax Exposure?

    How Can You Minimize Your Estate Tax Exposure?
    People in most areas of the country have just one estate tax to concern themselves with. The federal estate tax is applicable everywhere, but the good news is that there is a relatively large estate tax exclusion. The credit or exclusion is…
Rank this Week: 476

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: 567

Texas Probate Litigation

Texas Probate Litigation

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

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

    Court may construe a will before it is admitted to probate

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

    Challenging non-testamentary designation

    Challenging non-testamentary designation
    Much of the "action" in probate litigation these days does not involve challenges to testamentary dispositions. Instead, I see more of a trend in my practice of challenges to beneficiary designations. Those include designations for: life…
  • Nov 17

    Estate of Koontz: Another summary judgment overturned

    Estate of Koontz: Another summary judgment overturned
    Estate of Koontz is a very recent decision from the San Antonio Court of Appeals. The trial court in Bandera County had granted summary judgment against a will contestant's claims of lack of testamentary capacity and undue influence. The…
Rank this Week: 5018

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/
  • Jan 17

    California caregiver law aims to prevent elder abuse

    California caregiver law aims to prevent elder abuse
    The law seeks to enhance the safety of elderly and disabled people who receive private home care services from a caregiver who assists them with daily tasks. Senior citizens can often be vulnerable to abuse, whether it is physical, sexual,…
  • Dec 29

    Robin Williams’ family battles over estate

    Robin Williams’ family battles over estate
    Robin Williams’ widow Susan Williams settled out of court a lawsuit over the late actor’s estate last year. The highly publicized dispute with his children revolved around an estate worth an estimated $100 million. Disagreements…
  • Dec 5

    Michael Gilfix, National Experts Form Trump Policy Analysis Group

    Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with…
Rank this Week: 1966

German Law Group Blog

German Law Group Blog

Covers estate planning.

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

    Limited Liability Company vs. Corporation

    Limited Liability Company vs. Corporation
    Are you planning to embark on your own entrepreneurial venture in the near future? If so, you will have a seemingly endless number of important decisions to make that relate to the business. By far, one of the most important decisions you…
  • Jan 12

    Medicaid Planning Guide

    Medicaid Planning Guide
    You may have heard people talking about the importance of including “Medicaid planning” in your estate plan and wondered why you would need to plan for Medicaid. The reason centers around the strong possibility that you will need…
  • Jan 10

    Tips for Creating a Will

    Tips for Creating a Will
    If you are like most people, your estate planning process will begin by creating a Last Will and Testament. As you move through the stages of your life, and your estate grows, you will likely incorporate additional estate planning tools and…
Rank this Week: 2681

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/
  • Jan 17

    Rethinking Remedie

    Rethinking Remedie
    Nicholas Bagley, Remedial Restraint in Administrative Law, Columbia Law Review (forthcoming 2017), available via SSRN.Kathryn WattsWe have all heard the saying that you “don’t need a sledgehammer to kill a gnat.” Yet, when…
  • Jan 16

    Jim Crow’s Unwritten Code

    Jim Crow’s Unwritten Code
    Stephen A. Berrey, The Jim Crow Routine: Everyday Performances of Race, Civil Rights, and Segregation in Mississippi (2015).Anders WalkerIn The Jim Crow Routine, historian Stephen Berrey brings fresh eyes to the intricate set of legal rules…
  • Jan 13

    What the Sharing Economy and Environmental Law Have In Common

    What the Sharing Economy and Environmental Law Have In Common
    Kellen Zale, When Everything is Small: The Regulatory Challenge of Scale in the Sharing Economy, San Diego L. Rev. (forthcoming 2016), available at SSRN.Eric BiberThere has been a lot of literature about the so-called “sharing”…
Rank this Week: 4760

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Court Wrestles with Procedural Question

    Court Wrestles with Procedural Question
    This is a motion for an order directing the proponent, who is decedent’s widow, to appear for an examination before trial to enable petitioner to frame objections to the propounded instrument bearing date March 10, 1961, and for other…
  • Jan 13

    Court Discusses Principal of Incorportion by Reference

    Court Discusses Principal of Incorportion by Reference
    The petition presents an issue under the doctrine of ‘incorporation by reference’ as applied to wills. The petitioner a sister of the testator, presents an unwitnessed holographic instrument executed January 9, 1968…
  • Jan 9

    Petitioner Requests Limited Letters of Estate Administration

    Petitioner Requests Limited Letters of Estate Administration
    This is an application for limited letters of temporary estate administration. Decedent executed a will in Ireland which was witnessed by the manager for the United States Lines in Ireland and the American Consul in Cork. Beside a small…
Rank this Week: 3281

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jan 16

    IRS NOTICE 2017-12 - FEDERAL ESTATE TAX RETURN CLOSING LETTER GUIDANCE

    IRS NOTICE 2017-12 - FEDERAL ESTATE TAX RETURN CLOSING LETTER GUIDANCE
    For years, probate practitioners relied upon a Federal Estate Tax Closing Letter (Closing Letter) as evidence that the IRS has accepted a Federal Estate Tax Return (Form 706) as filed and that the federal tax liabilities of the estate were…
  • Jan 13

    SOCIAL SECURITY - NEW AGE FOR FULL RETIREMENT

    SOCIAL SECURITY - NEW AGE FOR FULL RETIREMENT
    Understanding social security can result in a happier retirement. January 1, 2017 brought in significant changes and the new age of 66 years and 2 months (it had been 65 years) for full retirement benefits (for those born between 01/02/1955…
  • Jan 12

    STATE ESTATES AND INHERITANCE TAXES IN 2017

    STATE ESTATES AND INHERITANCE TAXES IN 2017
    For years it has been discussed that for estate tax purposes it was better to die a resident of certain states than others. The following is an updated list, as of January 1, 2017, of the states which impose a "death or inheritance tax" on…
Rank this Week: 2050

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jan 15

    The Importance of Having a Medicare Supplement (Part 1)

    The Importance of Having a Medicare Supplement (Part 1)
                    Since a large majority of our clients are over the age of 65 or disabled and receiving Social Security, those clients also receive Medicare…
  • Jan 8

    What to Do When You Have No One to Help (Part 2)

    What to Do When You Have No One to Help (Part 2)
                    Last week I presented to you the hypothetical, but very common case, of Jane who is in the hospital and has acute and chronic health issues.  She…
  • Jan 2

    What to Do When You Have No One to Help

    What to Do When You Have No One to Help
                    I have written often about the need for everyone to have a support system in place in the event of a crisis.  Think about whom you would turn to…
Rank this Week: 2535

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 13

    What Are the Inheritance Rights of Adopted Children?

    What Are the Inheritance Rights of Adopted Children?
    Estate Planning Attorney Assisting Long Island Families with Adopted Children In general, an adopted child will typically have the same inheritance right to adoptive parents as biological children of those same parents. However, there are…
  • Jan 6

    Sensitive Estate Planning Questions That You Must Addre

    Sensitive Estate Planning Questions That You Must Addre
    Understanding and Caring Attorneys Assisting with Estate Planning in the Long Island Area Estate planning tends to strike fear in some. After all, it is about planning the future after death. While that sounds morbid, it is a necessity if…
  • Dec 22

    The Importance of Holding a Family Meeting to Discuss Your Estate Plan

    The Importance of Holding a Family Meeting to Discuss Your Estate Plan
    New York Attorney Recommends Helping your Family Understand your Estate Plan via Family Meetings You have family meetings to discuss important issues in the family, but have you had one about your estate plan or what happens to finances after…
Rank this Week: 1594

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jan 12

    Moving Forward with Estate Planning When Your Spouse is Uncomfortable with It

    Moving Forward with Estate Planning When Your Spouse is Uncomfortable with It
    As one part of a married couple, perhaps you put off estate planning because you need your spouse in order for it to be effective. If that’s the case, a non-cooperative spouse who doesn’t want to think or talk about it can lead to…
  • Jan 5

    Do You Need an Estate Planning Audit?

    Do You Need an Estate Planning Audit?
    Does thinking about your original estate planning documents conjure up images of meeting in someone’s office a decade ago when you first got married or when you had a child? Or was it in the more recent past, but there are numerous…
  • Dec 14

    Multiple Reasons Why Your Estate Planning Needs a Lift This Year

    Multiple Reasons Why Your Estate Planning Needs a Lift This Year
    As we quickly approach 2017, it is an excellent opportunity to review your existing estate planning documents and determine if  you have fallen short. Unfortunately, far too many people make simple mistakes that can end up turning into…
Rank this Week: 3641

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
Rank this Week: 3574

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
  • Jan 9

    Should I Put My Kids on My Bank Account?

    Should I Put My Kids on My Bank Account?
    When people have heard through the grapevine about the potential perils of the probate process, they often ask me if they should just add their kids to their bank accounts in order to avoid probate. My answer is always a resounding: No.…
  • Dec 29

    How are Employee Bonuses Taxed?

    How are Employee Bonuses Taxed?
    How is an end of year bonus taxed? Bonuses are included in a special type of income called "Supplemental Wages," which are defined by the IRS as follows: Supplemental wages are wage payments to an employee that aren't regular wages. They…
  • Dec 29

    Tax Plan Differences: Trump vs. House GOP

    Tax Plan Differences: Trump vs. House GOP
    Although Trump and the Republicans in the House of Representatives generally agree on a number of significant tax reform issues, there are still a number of issues that need to be resolved, as discussed in the video below from the Wall Street…
Rank this Week: 4716

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
  • Jan 9

    2017 Estate Tax Summary

    2017 Estate Tax Summary
    I previously provided summaries of estate and gift taxes for 2013, 2014, 2015 and 2016. As with the last few years, the changes at the beginning of this year are primarily inflation adjustments. For 2017, the unified federal estate, gift and…
  • Dec 21

    Happy Holidays 2016

    Happy Holidays 2016
    I hope you’re all having a joyous and memorable holiday season filled with friends and family and fun! I value all of our clients and take pride and joy in helping our clients to plan for their families’ futures and to guide…
  • Sep 29

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance
    This guest blog post was written by Rachael Everly. Rachael is an undergraduate student who loves to write on the topics related business, finance, technology and education. Follow @RachaelEverly for further updates. Usually the last thing on…
Rank this Week: 2704

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

Covers estate, guardianship, probate and trust litigation. By Law Offices of Adrian Philip Thomas.

http://www.florida-probate-lawyer.com/probate
  • Jan 9

    Due Process, Death and Taxe

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

    Trust Revocation: No Magic Art is Necessary

    Trust Revocation: No Magic Art is Necessary
    The Uniform Trust Code §602(c) provides that a settlor may revoke or amend a revocable trust by substantial compliance with a method provided in the terms of the trust or by any method manifesting clear and convincing evidence of the…
  • Dec 14

    Probate and Due Process in Florida

    Probate and Due Process in Florida
    DEATH, PROBATE AND DUE PROCESS:  Do the Notice Requirements Under the Florida Probate Code and Rules Pass Constitutional Muster? by Adrian P. Thomas, Michele M. Thomas and Daniel A. McGowan Property rights are among the basic substantive…
Rank this Week: 4168

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Jan 5

    Wills, Estate Planning & Probate Seminar

    Wills, Estate Planning & Probate Seminar
    South Brunswick LibraryWills, Estate Planning & Probate SeminarMarch 6, 2017 at 2pm         Free community programWILLS & ESTATE ADMINISTRATION- PROTECT YOUR FAMILY AND MAKE PLANNING EASYSPEAKER: Kenneth Vercammen,…
  • Jan 2

    Marketing and Ethics in Municipal Court Practice in NJ

    Marketing and Ethics in Municipal Court Practice in NJ
    Marketing and Ethics in Municipal Court Practice … and ElsewhereMonday, January 30th from 5:30-8:30NJ Law CenterLearn how to make more money by ethically marketing your practice...and staying ethically compliant!This program will…
  • Dec 29

    New NJ Estate Tax Law, Wills, & Estate Seminar

    New NJ Estate Tax Law, Wills, & Estate Seminar
      Edison LibraryNew NJ Estate Tax Law, Wills & Estate Planning 2017 dates:February 13 at 7PMClara Barton Library, 141 Hoover Ave., Edison, NJ 08837(732)738-0096February 28 Edison Library Main Branch 340 Plainfield Ave., Edison,…
Rank this Week: 4300

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
  • Jan 2

    2017 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Account

    2017 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Account
    The IRS recently announced the new cost of living adjustments to the annual limits on retirement contributions for 2017.  These limits reflect the amount of money you are able to contribute to certain tax benefited retirement…
  • Nov 13

    When is a Surviving Spouse Required to Make Election to Obtain Elective Share Against the Estate in Tennessee?

    When is a Surviving Spouse Required to Make Election to Obtain Elective Share Against the Estate in Tennessee?
    A surviving spouse has the ability to obtain an elective share (see prior post describing the details of an elective share under Tennessee law) of a decedent's property by filing a notice with the court.  The surviving spouse is required…
  • Oct 2

    Inventory Requirement Under Tennessee Probate Law

    Inventory Requirement Under Tennessee Probate Law
    Tennessee law requires the personal representative of the estate to file a complete inventory of the probate estate within sixty days after being appointed as the personal representative for the estate.  This is a very…
Rank this Week: 2647

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Dec 20

    Is an Irrevocable Trust for Wife, Settled by the Husband, Subject to Equitable Distribution

    Is an Irrevocable Trust for Wife, Settled by the Husband, Subject to Equitable Distribution
    A spouse's interest in an irrevocable trust, normally established by the spouse's parent or other relative, is not subject to equitable distribution in a divorce.  But what about an irrevocable trust established by one of the spouses?…
  • Dec 13

    Citizenship of Trustees Controls For Federal Diversity Jurisdiction

    Citizenship of Trustees Controls For Federal Diversity Jurisdiction
    The citizenship of a traditional trust for purposes of federal court’s diversity requirement is determined by the citizenship of the trust’s trustees. Diversity jurisdiction is a form of subject matter jurisdiction permitting…
  • Dec 7

    Another Great Review for Probate Lawyer Brian Spiro

    Another Great Review for Probate Lawyer Brian Spiro
    From a client: Dear Brian, Your tenacity, patience, intellect and thoughtfulness are truly appreciated. You turned the underdog into top dog!  We both thank you and know that you are at the beginning of a very successful career!…
Rank this Week: 1701

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/
  • 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…
  • Sep 15

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson
    The death of Gene Wilder saddened Willa Wonka fans across the globe — not to mention fans of Blazin’ Saddles, Young Frankenstein, and many others. When his family issued a statement saying that Alzheimer’s disease claimed…
Rank this Week: 4216

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

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

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

    It's Time to Reassess Your Medicare Choice

    It's Time to Reassess Your Medicare Choice
    Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. The post It's Time to Reassess Your Medicare Choices appeared first on Boydstun.
  • Nov 28

    States Begin Offering State-Run Retirement Plan

    States Begin Offering State-Run Retirement Plan
    Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer. The post States Begin Offering State-Run…
  • Nov 28

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017
    Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years. The post Typical Social Security Recipient Will Get $4 Benefit Increase in 2017…
Rank this Week: 2734

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
  • Nov 28

    Contesting a Will in New York: An Overview of Will Contest

    Contesting a Will in New York: An Overview of Will Contest
    People (usually those who have been disinherited) often wonder if they have any rights to contest a last will and testament of a loved one which they believe to be an invalid will. There may be many reasons why they believe the will to be a…
  • Aug 29

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
  • Jul 6

    Estate Planning for Young Familie

    Estate Planning for Young Familie
    Young people, including the author, tend to think they are invincible. They don’t plan on getting sick or even worse, dying. Why, then, do they need an estate plan? For the same reason that older people create them: we are all mortals…
Rank this Week: 1744

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

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

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 4351

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 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…
  • Oct 25

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust
    There are times when a Trust settlor names a successor Trustee who is not a beneficiary of the Trust. This is often a great idea because naming a child as Trustee can be disastrous. And naming two or more children as Co-Trustees is a…
Rank this Week: 3669

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3339

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

Covers probate and estate planning. By Platt & Westby, P.C.

http://www.phoenixprobatelawyersblog.com/
  • Oct 27

    Communicating Religious Values in Your Estate Plan

    Communicating Religious Values in Your Estate Plan
    Providing for religious needs in your estate plan. The post Communicating Religious Values in Your Estate Plan appeared first on Phoenix Probate Lawyers Blog.
  • Oct 14

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust
    Did you know a Trustee is protected from personal liability when entering into contracts in their fiduciary capacity? This does not protect the Trustee outright, particularly if they are mishandling the estate. Learn more here. The post…
  • Oct 6

    Will or Trust Contests and How to Avoid Them

    Will or Trust Contests and How to Avoid Them
    Learn how to protect your estate plan from litigation after your passing. The post Will or Trust Contests and How to Avoid Them appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 1972

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
Rank this Week: 3244

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Sep 20

    How you can benefit from elder law services - Video | KRIV

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
Rank this Week: 4640

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

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

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule
    On September 1, 2016, the Florida Supreme Court approved changes to the Probate Rules. The Probate Rules include both Probate and Guardianship. While there were multiple changes to throughout (many being minor), in this post I am going to…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
Rank this Week: 4352

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

Features articles, news, tips and other information about Arizona probate law.

http://berkmoskowitz.com/blog/
  • Aug 23

    Kent Berk to Teach Financial Exploitation Seminar

    Kent Berk to Teach Financial Exploitation Seminar
    Scottsdale, Arizona probate attorney Kent S. Berk will teach a seminar regarding financial exploitation claims under Arizona’s adult protective service act.  The seminar will be held at the Maricopa County Bar Association in…
  • Jun 29

    23 Mile Buckskin Gulch Hike

    23 Mile Buckskin Gulch Hike
    Lest any of our friends or clients think that all we do is go to court, take depositions and sit in the office talking on the phone or doing research and writing, we decided to share the video of our epic hike of Wire Pass, Buckskin Gulch and…
  • Mar 10

    Keeping a Healthy Brain

    Keeping a Healthy Brain
    Most people are concerned about keeping their brains healthy and active as they age. With high anticipated rates of Alzheimer’s disease and dementia projected for the future, this should be important for everyone. Indeed, the…
Rank this Week: 4753

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/
Rank this Week: 2088