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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Dec 19

    Tax Extenders for Charitable Contributions Passed

    Tax Extenders for Charitable Contributions Passed
    As I have previously discussed, a bill that would have made three charitable tax breaks permanent failed in the House last week. However, with the Senate passing a one-year tax extenders bill on Tuesday, the three charitable tax breaks are...
  • Dec 19

    James Dean Twitter Lawsuit Dismissed

    James Dean Twitter Lawsuit Dismissed
    As I have previously discussed, the estate of iconic actor James Dean filed a lawsuit against Twitter in February to gain ownership of the Twitter handle @JamesDean, which was being used by an unknown user as a fan page. The...
  • Dec 19

    Using Annuities to Decrease Tax Consequences of IRA

    Using Annuities to Decrease Tax Consequences of IRA
    The use of annuities along with other retirement and estate planning tools can help reduce tax burdens by differing taxes. If required minimum distributions from an IRA are unneeded or unwanted, a deferred annuity can be purchased up to…
Rank this Week: 98

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: 188

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/
  • Dec 19

    Does Tort Law Empower?

    Does Tort Law Empower?
    Ori J. Herstein, How Tort Law Empowers, 64 U. Toronto L.J.___ (2014) (forthcoming), available at SSRN.Anthony SebokOri Herstein’s How Tort Law Empowers takes on the question of whether and how tort law empowers victims.…
  • Dec 18

    The Relevance of Professionalism in a Post-Legal Services Act World

    The Relevance of Professionalism in a Post-Legal Services Act World
    Nick Robinson, When Lawyers Don’t Get All the Profits: Non-Lawyer Ownership of Legal Services, Access, and Professionalism (Harv. Law Sch. Prog. Legal Prof., Research Paper No. 2014-20), available at SSRN.John FloodTo…
  • Dec 17

    The IRS as Tax Law Nonenforcer

    The IRS as Tax Law Nonenforcer
    Lawrence Zelenak, Custom and the Rule of Law in the Administration of the Income Tax, 62 Duke L.J. 829 (2012).Leigh OsofskyIn a recent essay, Custom and the Rule of Law in the Administration of the Income Tax, Larry Zelenak examines…
Rank this Week: 411

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: 405

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
  • Dec 18

    Trust Modification under Florida’s Trust Code

    Trust Modification under Florida’s Trust Code
    Can a court consider extrinsic evidence when asked to modify a trust under the judicial modification statutes even if the trust instrument is unambiguous?  YES! Historically, common law rules of construction provided that the intent of a…
  • 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…
Rank this Week: 491

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: 479

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: 547

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/
  • Dec 19

    Estate Plan Controversie

    Estate Plan Controversie
    Celebrities are not the only individuals whose estate plans experience controversy. The Will of any individual may be contested in court. Some estate plan provisions might cause conflicts. Controversy is particularly likely if an individual…
  • Dec 18

    3 Signs You Should Update Your Retirement Plan

    3 Signs You Should Update Your Retirement Plan
    Reports continue to show Americans are not saving enough for retirement. Some retirement account owners may miss out on opportunities that could help grow their assets, even if they are not contributing suggested amounts. TrustCounsel’s…
  • Dec 17

    Successor Trustee Responsibilitie

    Successor Trustee Responsibilitie
    When a trustee passes away or becomes incapacitated, a successor trustee must step forward. In addition to the trustee’s duties, a successor trustee is responsible for presenting an affidavit or certificate of trust that provides proof…
Rank this Week: 680

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: 725

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
  • Dec 9

    International Will

    International Will
    I have been practicing law since 1994. I have been extremely focused on the areas of estate and probate law during that time.  Through those years I have a number of clients who have property in other countries. Usually we ……
  • Nov 10

    California Heggstad Petitions and Kucker v. Kucker

    California Heggstad Petitions and Kucker v. Kucker
    I recently had the following calendar note in a probate case in Alameda County. We had filed a Heggstad petition, pursuant to California probate code 850, to get two properties into a trust after death. I should clarify our firm ……
  • Oct 1

    Bank of America mortgage trust certification form

    Bank of America mortgage trust certification form
    For some time now I have advised clients to contact their mortgage holder to see about linking their trust to their mortgage. Without that you can leave your trustee with a problem. The house might be owned by the trust … Continue…
Rank this Week: 1048

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: 866

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: 1056

Smarter Will Blog

Smarter Will Blog

Provides estate planning and probate news.

http://www.smarterwill.com/estate-planning-news/
  • May 23

    Holographic Wills: Legal in Illinois?

    Holographic Wills: Legal in Illinois?
    Holographic wills (wills that are entirely handwritten) are not generally recognized as valid wills in the state of Illinois. Why? It's not because they're handwritten, but because holographic wills are usually not 'witnessed' properly (the…
  • May 9

    Organ Donation Process in Illinoi

    Organ Donation Process in Illinoi
    Did you know that Illinois has a fairly new organ donation process, and that even if you've registered before to be an organ donor, you may need to re-register under the new system? In 2006 (only 5 years ago), a new Illinois organ donation…
  • Apr 25

    Pulling the Plug: Illinois Law That Make it Possible

    Pulling the Plug: Illinois Law That Make it Possible
    Everyone has the right to live. But does everyone have the right to die? Dying on your own terms (or “pulling the plug”) is a privilege granted at the state level. But it requires advance planning. Every state has different rules on how…
Rank this Week: 857

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Dec 18

    Plaintiff Seeks to Increase Damage Amount

    Plaintiff Seeks to Increase Damage Amount
    Probate Lawyers said the defendants appeal from an order of the Supreme Court, Richmond County, which granted the plaintiff's motion to remove the case from the Civil Court of the City of New York to the Supreme Court, Richmond County, to…
  • Dec 17

    Court Decides Case Involving Probate and Bankruptcy Proceeding

    Court Decides Case Involving Probate and Bankruptcy Proceeding
    A Probate Lawyer said in this Estate action, the defendant moves to dismiss the plaintiff's complaint or in the alternative an order staying the action as against him. The co-defendant cross-moves to dismiss the plaintiff's complaint or in…
  • Dec 16

    Court Considers Case Reqarding Law of Perpetuitie

    Court Considers Case Reqarding Law of Perpetuitie
    A Probate Lawyer said the question presented on this record is whether the trusts created by the will of CMR, dated June 27, 1867, are valid within the law of perpetuities, or are void for remoteness. There can be no doubt that if the…
Rank this Week: 1718

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Dec 18

    What Is A Pre-Marital Agreement?

    What Is A Pre-Marital Agreement?
    If you are planning to get married in the near future you, or your future spouse, may have considered executing a pre-marital agreement prior to the big day. If you have not already considered doing so you may wish to give it some thought.…
  • Dec 16

    What Will Happen to Your Property If You Die without A Will or Trust in South Carolina?

    What Will Happen to Your Property If You Die without A Will or Trust in South Carolina?
    You have probably been told how important it is to create an estate plan, or at least to execute a Last Will and Testament. If, despite being told how important it is, you have yet to create and estate plan it may be because you don’t…
  • Dec 11

    Updating Your Estate Plan – Why the End of the Year Is the Perfect Time

    Updating Your Estate Plan – Why the End of the Year Is the Perfect Time
    Do you already have a comprehensive estate plan in place? If so, you are in a better position than the majority of adults in the United States. That does not, however, mean you should get complacent. On the contrary, the success of your…
Rank this Week: 1609

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 17

    Joan Rivers' Estate Planning Was No Laughing Matter

    Joan Rivers' Estate Planning Was No Laughing Matter
    Joan Rivers was widely respected for her sense of humor, work ethic, and willingness to say almost anything for a laugh. When it came to planning her estate, however, the late comedienne and host of Fashion Police treated the matter very…
  • Dec 10

    Top 10 Celebrity Stories To Spark Holiday Estate Planning Conversation

    Top 10 Celebrity Stories To Spark Holiday Estate Planning Conversation
    Sure the holidays are a fun time for families to sit around talking about what happened on the latest episode of The Walking Dead or how granddaughter Mary is doing in dance class. But they are also a great time to have the important -- yet…
  • 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…
Rank this Week: 1528

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
  • Dec 17

    2014 Tax Extender Bill Passed By Congre

    2014 Tax Extender Bill Passed By Congre
    Kelly Phillips Erb, writing for Forbes: With just over two weeks left in the 2014 calendar year, the Senate finally made up its mind about the tax extenders bill. The bill, which extends the life of a number of tax breaks through 2014,…
  • 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…
Rank this Week: 2001

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
  • Dec 17

    Do I Need an Attorney to Probate a Will in Texas?

    Do I Need an Attorney to Probate a Will in Texas?
    I get phone calls and emails each week from Texans who have lost friends and family members. Often, they have been named as independent executors and need information about probating a Will. The first question they ask is whether it will…
  • Dec 5

    The Obituary of the Amazing Spider-Man

    The Obituary of the Amazing Spider-Man
    Most obituaries are sterile. They provide basic information about the deceased person’s birth, death, and those they left behind, but are short on capturing the personality of the person who has died. Aaron Joseph Purmort’s…
  • Nov 26

    How To Support Someone Who’s Grieving During The Holiday

    How To Support Someone Who’s Grieving During The Holiday
    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?”…
Rank this Week: 1352

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/
  • Dec 15

    Do I Need An Attorney To Make A Will On Long Island?

    Do I Need An Attorney To Make A Will On Long Island?
    Could Doing Your Own Will Cost Your Beneficiaries? If you look up estate planning online, you can find almost countless resources on all of the ways that you can write your own will in order to save yourself some legal fees. The parties…
  • Dec 5

    How Can I Use a Supplemental Needs Trust To Get Medicaid on Long Island?

    How Can I Use a Supplemental Needs Trust To Get Medicaid on Long Island?
    Allowing for Payments for Expenses While on Government Assistance When dealing with a seriously disabled person how you handle that person’s finances can be essential when it comes to dealing with government benefits. Too many assets,…
  • 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…
Rank this Week: 1764

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 10

    Qualified Personal Residence Trusts in Florida (QPRT)

    Qualified Personal Residence Trusts in Florida (QPRT)
    A qualified personal residence trust (QPRT) is an estate planning technique that can help reduce the size of the client’s taxable estate for estate tax purposes.  The technique was far more popular when the estate tax…
  • Dec 10

    Homestead Rights Waived By Deed Boilerplate Language

    Homestead Rights Waived By Deed Boilerplate Language
    In the most recent Florida homestead case, the appellate court rules that boilerplate language in a deed operates as a waiver of the spouse's homestead rights.
  • Dec 9

    How To Contest Life Insurance Beneficiary

    How To Contest Life Insurance Beneficiary
    It is possible to contest the beneficiary of a life insurance policy after the death of the insured in a variety of situations.  Here are some ways in which the beneficiary can be challenged.
Rank this Week: 1305

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
  • Dec 9

    Special Juvenile Immigrant Statu

    Special Juvenile Immigrant Statu
    Our law office regularly helps clients with family legal transactions, including child custody, prenuptial agreements, family partnerships, and - lately - guardianships based upon a child's dependent status. Today, we are launching our…
  • Dec 5

    Another reason for a living trust: you have 79 heir

    Another reason for a living trust: you have 79 heir
    In Georgia, most estate attorneys recommend use of a will rather than a living trust. Probate in this state is a simple affair, if the will is properly drafted, and living trusts are expensive to manage and administer during life. The…
  • 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…
Rank this Week: 1851

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: 1859

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

Covers estate and trust conflicts, inheritance battles, and will contests.By Matt House.

http://arkansaswealthwars.com
Rank this Week: 1330

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: 1824

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: 1417

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 19

    Famous Estates – Legacy Champ or Chump?

    Famous Estates – Legacy Champ or Chump?
    Thomas Jefferson ( 1743-1826) – 3RD President of the United States, 1801-1809 Thomas Jefferson was one of America’s Founding Fathers and the principal author of the Declaration of Independence. At the beginning of the American…
  • Dec 17

    Thought for the Day:

    Thought for the Day:
    If you can dream it, you can achieve it. Zig Ziglar
  • Dec 17

    What if an Heir Predeceases You?

    What if an Heir Predeceases You?
    If the person named in your Will as the person to receive the majority of your estate has you and your mother murdered, would you want that person’s heirs to receive the inheritance instead? It sounds like an odd question to ask, but…
Rank this Week: 3468

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Dec 18

    How to Protect IRAs Left to Your Beneficiairie

    How to Protect IRAs Left to Your Beneficiairie
    A recent U.S. Supreme Court decision, Clark v. Rameker, will have big implications for clients.  In the Clark case, the Supreme Court held that, while a person’s own IRA can be protected in the case of bankruptcy, the court has…
  • Dec 18

    Free Report: What is a Qualified Personal Residence Trust in California

    Free Report: What is a Qualified Personal Residence Trust in California
    Asset transfers to people other than your spouse are potentially subject to the estate tax if you are transferring more than $5.34 million to your heirs. Learn more about qualified personal residence trust in California in this presentation.…
  • Dec 17

    Did You Keep Your 2014 Resolutions?

    Did You Keep Your 2014 Resolutions?
    Did you resolve at the beginning of this year to complete or update your estate plan?  Did you do so?  If yes, congratulations!  If not, there is still time. There is still about two weeks left to make sure 2014 is not…
Rank this Week: 3452

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/
  • Dec 18

    Caregiver Burnout (An Elder Law Today Blog)

    Caregiver Burnout (An Elder Law Today Blog)
    Are you experiencing caregiver “burn out”? Can you identify it if you are? With the help of others, there are five basic things you can do that will help you be the best at the caregiving you offer. The post Caregiver Burnout (An…
  • Dec 17

    What Benefits Do Trusts Provide?

    What Benefits Do Trusts Provide?
    If you are interested in learning about the estate planning benefits of trusts, you should be aware of the fact that there are different types of trusts, and they serve varying purposes. First, we will look at the value of revocable living…
  • Dec 15

    Does the State Take My Assets If I Apply for the Medi-Cal Program?

    Does the State Take My Assets If I Apply for the Medi-Cal Program?
    Medi-Cal is California’s version of the Medicaid program that provides health care insurance for people with very limited financial resources. If you are going to qualify for Medicare when you reach the age of 65, and you will be…
Rank this Week: 3484

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Dec 18

    What Is a Third Party Special Needs Trust?

    What Is a Third Party Special Needs Trust?
    A special needs trust can be quite useful if you have a person with a disability in the family. There are different types of special needs trusts, and in this post we will look at third party special needs trusts. Benefit Eligibility People…
  • Dec 16

    Voice of the Woman: Ray’s Story

    Voice of the Woman: Ray’s Story
    Ray’s Story When I was young my grandparents built a successful farm. They owned 5+ quarters of land and a beautiful herd of Hereford cattle. They built this while raising 11 children. Business was always handled by the husband. Grandma…
  • Dec 11

    What Is the Difference Between a General and a Limited Power of Attorney?

    What Is the Difference Between a General and a Limited Power of Attorney?
    A power of attorney is a legally binding device, and these documents are used for various different purposes in the legal field. If you execute a power of attorney, you are referred to as the principal or grantor. You name an agent or…
Rank this Week: 3356

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Dec 17

    New York Undue Influence Can Be An Issue of Fact To Be Determined at a Trial

    New York Undue Influence Can Be An Issue of Fact To Be Determined at a Trial
    A common issue that is found in many contested Guardianship cases and Estate matters is whether a person’s beneficiary designations or asset plan has been the subject of undue influence.    New York  City Estate Lawyers,…
  • Dec 10

    New York Guardianship Cases Involve Careful Scrutiny By The Guardianship Court

    New York Guardianship Cases Involve Careful Scrutiny By The Guardianship Court
    The New York Probate Lawyer Blog contains numerous posts regarding Article 81 Guardianship proceedings. These cases are started when a person files a petition with the Court alleging that an individual is incapacitated and needs the…
  • Dec 3

    New York Breach of Fiduciary Duty or Misconduct Can Result in Removal of a Fiduciary

    New York Breach of Fiduciary Duty or Misconduct Can Result in Removal of a Fiduciary
    Estates and Trusts are administered by fiduciaries. The Surrogate’s Court Procedure Act (SCPA) section 103 (21) identifies persons that are fiduciaries and includes such office holders as Executors, Administrators and Trustees. Such…
Rank this Week: 3978

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Dec 17

    Senior Financial Abuse: Don’t Be A Victim

    Senior Financial Abuse: Don’t Be A Victim
    We are facing a big problem in the United States with senior financial abuse, and it is estimated that our elders are bilked and scammed out of billions of dollars annually. The true extent of the problem is hidden to a large extent. As…
  • Dec 15

    Keep Things Simple As Retirement Beckon

    Keep Things Simple As Retirement Beckon
    Sometimes simple addition by subtraction is the best course of action, and this is something to keep in mind as retirement beckons. What we are referring to by suggesting addition by subtraction is a concerted effort to reduce debt as part of…
  • Dec 14

    Free Report: What is the Marital Estate Tax Deduction in Connecticut

    Free Report: What is the Marital Estate Tax Deduction in Connecticut
    Accumulating wealth is the first order of business, but you must also preserve your wealth for the benefit of the next generation and beyond. Topics covered in this whitepaper include: Federal Estate Tax Federal Gift Tax Unlimited Marital…
Rank this Week: 3333

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Dec 17

    Art Is In The Trust Of Fhe Beholder… Or Is It?

    Art Is In The Trust Of Fhe Beholder… Or Is It?
    The Wall Street Journal is shining the light on a different kind of estate planner: the diehard collector. View image | gettyimages.com Whether it’s comic books, baseball cards, home video libraries, music memorabilia, Disneyana, or…
  • Dec 10

    How to Talk About Finances and the Future During the Holiday

    How to Talk About Finances and the Future During the Holiday
    Turkey, tinsel, and… taxes? #88749768 / gettyimages.com Believe it or not, holiday gatherings are widely recommended as ideal times to talk about important, future-focused concerns with your loved ones. Sound too awkward? You’re…
  • Dec 3

    Wreaths Across America Looking to Honor More Veteran

    Wreaths Across America Looking to Honor More Veteran
    Every year, Wreaths Across America (WAA) places a wreath on the grave of veterans throughout all fifty states. The organization, based in Maine, spends the whole year raising funds and rallying volunteers, culminating in a weeklong…
Rank this Week: 2410

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Dec 17

    Tips for Naming an Executor

    Tips for Naming an Executor
    When you consider who to name as an executor of your will, keep in mind that the job of executor is very time-consuming and requires many difficult decisions in order to faithfully carry out the wishes of the deceased. The executor’s…
  • Dec 10

    Five Retirement Mistakes You Should Avoid

    Five Retirement Mistakes You Should Avoid
    When preparing to retire, the last thing you want is to face financial difficulties. While there is no one formula that can guarantee a happy, secure retirement, there are some common mistakes you should avoid so you don’t place your…
  • Dec 3

    Estate Planning Documents You Should Have

    Estate Planning Documents You Should Have
    Planning for death is an uncomfortable but necessary part of life. By planning ahead, family members and loved ones can move on after your death without worrying about financial issues. The purpose of estate planning is to decide what happens…
Rank this Week: 3186

Estate Planning Attorney Blog

Estate Planning Attorney Blog

Covers probate, estate planning, business formation and business law. By Deemer Law.

http://www.estateplanningattorney-blog.com/
  • Dec 16

    Am I required to provide insurance for my employees?

    Am I required to provide insurance for my employees?
    The Affordable Care Act, commonly referred to as ObamaCare places requirements on some businesses to offer health insurance for their employees. The Affordable Care Act has become a highly debated topic and this article is not addressing the…
  • Dec 10

    Should I hire an attorney? (Part 2)

    Should I hire an attorney? (Part 2)
    In Part 1, we started exploring do-it-yourself (DIY) legal products compared to hiring an attorney.  DIY legal products can be appealing because they can be far less expensive than hiring an attorney, but it may not meet your needs. In a…
  • Dec 3

    Should I hire at attorney? (Part 1)

    Should I hire at attorney? (Part 1)
    Do-it-yourself (DIY) options have become a lot more common in the world of legal services. You can now go on-line to prepare your taxes, write your own estate plan, and open your own business, among numerous other options. While these DIY…
Rank this Week: 2484

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/
  • Dec 15

    Palm Desert Estate Planning Attorney Discusses the A/B Trust

    Palm Desert Estate Planning Attorney Discusses the A/B Trust
    We have previously discussed the importance of keeping your estate plan up-to-date. It's a good rule of thumb to have an experienced estate planning attorney review your documents at least every five years. Out dated documents may have…
  • Apr 8

    401(k) Beneficiary Problems for Palm Springs Resident

    401(k) Beneficiary Problems for Palm Springs Resident
    As Palm Desert estate planning attorneys, we frequently see clients with beneficiary designation issues. A recent article in the Wall Street Journal highlights this integral part of estate planning. A Will or Trust is very important but will…
  • Mar 10

    Estate Planning Lessons from the Rich and Famou

    Estate Planning Lessons from the Rich and Famou
    Some celebrity estates are embroiled in the media and legal battles while others remain private and relatively peaceful. Here are some lessons learned from the estates of the rich and famous. Fund Your Revocable Trust Recently deceased Paul…
Rank this Week: 4685

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Dec 15

    Mommy Dearest…Can She Disinherit Me Under California Law?

    Mommy Dearest…Can She Disinherit Me Under California Law?
    Can your mom or dad disinherit you under California law?  Do they have to notify you if they change their Trust or Will provisions?  Do you really have to be nice to your parents?  In this video, Keith Davidson describes the…
  • Dec 11

    Time to Account: How do you get a California Trust accounting? And what should it look like?

    Time to Account: How do you get a California Trust accounting? And what should it look like?
    Trustees are required to account for their actions, and yet it can be difficult to obtain a proper Trust accounting when one is desired.   Even if you do get a Trust accounting, what should it look like and how do you know you got a…
  • Dec 2

    California Trustee: It’s Time to Go!

    California Trustee: It’s Time to Go!
    In this video, Stewart R. Albertson describes some of the bases you can use to remove a Trustee from a California Trust.  Not always an easy thing to do, but it can be made easier if you know the legal basis you need to reference for…
Rank this Week: 2703

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Dec 14

    New Medicaid and VA Figures for 2015

    New Medicaid and VA Figures for 2015
    Each year, many of the programs that, as elder law attorneys, we deal with daily, such as VA Aid and Attendance and Medicaid, are adjusted for inflation through a cost of living adjustment. In the past month the Social Security Administration…
  • Dec 12

    Google Hangout – Miller Trust

    Google Hangout – Miller Trust
  • Dec 7

    Changes to New Jersey Medicaid Have Finally Arrived!

    Changes to New Jersey Medicaid Have Finally Arrived!
                    So it has finally happened.  Effective last Monday, December 1, New Jersey no longer is offering its Medically Needy program to individuals in…
Rank this Week: 2802

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/
  • Dec 14

    Dealing With Real Property During Probate

    Dealing With Real Property During Probate
    It is common practice in estate planning for an individual to make specific gifts of property. Perhaps you wish to leave your house to your children or a particular family heirloom to a sibling. But what happens if the property described in…
  • Dec 12

    Winding Down Your Business Through Estate Planning

    Winding Down Your Business Through Estate Planning
    A comprehensive estate plan can address the disposal of your personal assets, such as your home or retirement accounts, and any business interests you may hold. Many Americans are self-employed or participate in a business partnership.…
  • Dec 7

    Delaware Sparks National Debate Over New Probate Laws for “Digital Assets”

    Delaware Sparks National Debate Over New Probate Laws for “Digital Assets”
    “Digital assets” remain an unsettled area of estate planning law. While it is long-established that a person may leave physical assets, such as books or photo albums, to someone else via a will or trust, that is not necessarily…
Rank this Week: 4322

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
  • Dec 6

    IRS Recently Announced 2015 Limits for Estate and Gift Tax Exemption

    IRS Recently Announced 2015 Limits for Estate and Gift Tax Exemption
    The IRS recently introduced certain cost of living adjustments to the consolidated federal estate and gift tax exemption.  The new federal estate and gift tax exemption will be $5.43 million dollars in 2015.  This is an…
  • Nov 20

    Statute of Limitations to Contest a Tennessee Probated Will is 2 Years From Date of Order Probating Will

    Statute of Limitations to Contest a Tennessee Probated Will is 2 Years From Date of Order Probating Will
    In Tennessee we have a two year statute of limitations to set aside the probate of a will.  This two year statute of limitations is calculated from the date the order is entered admitting the will to probate.  If you wait beyond…
  • Nov 9

    I Am a Beneficiary In a Tennessee Estate, Do I Need an Attorney?

    I Am a Beneficiary In a Tennessee Estate, Do I Need an Attorney?
    The answer to this question is not easy.  It really depends on the circumstances of your situation.  If there is a good trustworthy executor who hires a good competent attorney to handle a Tennessee estate, then the answer may be…
Rank this Week: 3440

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
Rank this Week: 3860

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
  • Dec 2

    Illinois Power of Attorney for Health Care Gets Makeover in 2015

    Illinois Power of Attorney for Health Care Gets Makeover in 2015
    It seems like just yesterday that I was revising our forms and explaining the brand-new ‘Illinois Statutory Short Form Power of Attorney for Health Care’ (“PAH”). Three years goes by quickly. Apparently, the…
  • 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…
Rank this Week: 2870

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: 3275

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: 3762

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: 2232

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: 4191