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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Feb 21

    Article on Consideration for Inter Vivos & Testamentary Gift Transfer

    Article on Consideration for Inter Vivos & Testamentary Gift Transfer
    Alex M. Johnson, Jr. published an Article entitled, Contracts and the Requirement of Consideration: Positing a Unified Normative Theory of Contracts, Inter Vivos and Testamentary Gift Transfers, 91 N.D. L. Rev. 547 (2015). Provided below is…
  • Feb 21

    New Jersey Amends Legislation to Discharge Loans for Deceased Student

    New Jersey Amends Legislation to Discharge Loans for Deceased Student
    New Jersey recently amended legislation for their college loan program, no longer obligating a parent or guardian cosigner to repay the loan of a student borrower who has passed away. Testimony from grieving parents prompted the New Jersey…
  • Feb 20

    Article on Helping Clients Plan Their Funeral Arrangement

    Article on Helping Clients Plan Their Funeral Arrangement
    Amy F. Altman recently published an Article entitled, Preventing Morbid Litigation: Ask Clients About Their Funeral Arrangements, Tr. & Est. 16 (Feb. 2017). Provided below is an abstract of the Article: As estate planners, we’re…
Rank this Week: 114

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: 168

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/
  • Feb 21

    (Almost) Everything You Wanted to Know About Class Action

    (Almost) Everything You Wanted to Know About Class Action
    John C. Coffee, Jr., Entrepreneurial Litigation: Its Rise, Fall, and Future (2015).Alexandra D. LahavWith the advent of the new administration, aggregate litigation is under attack again. As of this writing new legislation aimed at limiting…
  • Feb 20

    The Role of “Good Prosecutors” in Advancing Access to Criminal Justice

    The Role of “Good Prosecutors” in Advancing Access to Criminal Justice
    Bruce A. Green, Access to Criminal Justice: Where Are the Prosecutors? 3 Tex. A&M L. Rev. 515 (2016).Susan FortneyJurisdictions around the world have adopted “access to justice” as an objective for regulation of the legal…
  • Feb 17

    Smart Rules for Smart Contract

    Smart Rules for Smart Contract
    Lauren Henry Scholz, Algorithmic Contracts, Stan. Tech. L. Rev. (forthcoming 2017), available at SSRN.Martha ErtmanMost law students are digital natives who have been using computers since grade school, while I, a baby boomer, remain an…
Rank this Week: 264

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/
  • Feb 20

    Actual Fraud is it Fraud to Receive Fraudulent Transfers?

    Actual Fraud is it Fraud to Receive Fraudulent Transfers?
    One issue that has come before the Supreme Court is what is actual fraud, and does actual fraud included fraudulent transfers.  Stated in another way, is it fraud to accept a fraudulent transfer.  For a long time the answer depended…
  • Feb 15

    Florida Estate Planning For Second Marriage

    Florida Estate Planning For Second Marriage
    In Florida it can be crucial to do Estate Planning For Second Marriage More and more Americans are getting remarried which is causing estate planning to become more complex.  People are living much longer than in the past, which means…
  • Feb 3

    The Importance of a Durable Power of Attorney

    The Importance of a Durable Power of Attorney
    A Durable Power of Attorney is an important document, but sometimes having one can cause problems. A recent Florida court ruling scored a major win in the fight against elder abuse. The case established that a health care proxy does not have…
Rank this Week: 369

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 24

    Ownership of Safe Deposit Box Content

    Ownership of Safe Deposit Box Content
    Who owns the contents of a safe-deposit box when two people are on the box and one dies? The answer may depend on what is specifically provided in the lease or rental agreement with the bank.  In other words, does the bank have a written…
  • 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…
Rank this Week: 380

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • May 9

    Tips When Registering Your trademark With an Attorney

    Tips When Registering Your trademark With an Attorney
    When you are looking to brand a business, you need to begin by registering a trademark. A trademark is essentially a sign, design or unique expression that is recognisable. Through the use of trademark registration, you can be sure that other…
  • Oct 15

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER
    That opening line of the Hippocratic Oath isn’t always so uncomplicated as it is brief. Maryland medical malpractice lawyers engage hundreds, if not thousands of cases yearly in which medical professionals left their patients in worse…
  • Oct 9

    Looking At Bankruptcy Law In California

    Looking At Bankruptcy Law In California
    Setbacks are common in life. If your financial situation has spiraled out of control it’s wise that you apply for insolvency. Paths of Alleviation Personal bankruptcy laws supply you with two paths for relief: chapter 7 as well as…
Rank this Week: 477

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

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

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

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

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

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

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

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 495

Atlanta Probate Lawyer Blog

Atlanta Probate Lawyer Blog

Published by The Libby Law Firm.

http://www.atlantaprobatelawyerblog.com/
Rank this Week: 457

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Feb 21

    Tips for Finding Retirement Volunteer Opportunitie

    Tips for Finding Retirement Volunteer Opportunitie
    Many individuals picture their retirement as being a time of quiet solitude but unfortunately, sometimes this isn’t always how it plays out. Individuals may wish to find a volunteer position in order to help them give back to the…
  • Feb 14

    How to Ensure That Your Estate Plan Reflects Your Life as You Get Older

    How to Ensure That Your Estate Plan Reflects Your Life as You Get Older
    Most individuals in their 50s have at least broached the subject of estate planning by consulting with a lawyer or taking a look at any wills that they’ve created years before. With many individuals today living well into their 70s and…
  • Feb 9

    Tips for Avoiding Social Isolation with Senior

    Tips for Avoiding Social Isolation with Senior
    Whether you’re an adult child concerned about an aging parent or growing concerned about your own social isolation, recognizing the signs and symptoms is often the first step to be taken to protect yourself. Sadly, isolation for senior…
Rank this Week: 967

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/
  • Jan 31

    The Jose Fernandez Estate: Questions, Uncertainty

    The Jose Fernandez Estate: Questions, Uncertainty
    Jose Fernandez, a once promising young starting pitcher for the Miami Marlins, was killed when the boat he was aboard crashed into a jetty off the Miami Beach coast. Authorities and initial reports stated that Fernandez was accompanied by two…
  • Jan 24

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period

    Bad Faith Claim against Decedent’s Insurer not Subject to Creditor Claim Period
    Can a claim for bad faith be maintained against a decedent’s insurance company, where the claimant failed to file a timely creditor claim against the estate?  A new Florida case says yes, the bad faith claim against the insurance…
  • Jan 23

    Can You Serve a Lawsuit By Facebook?

    Can You Serve a Lawsuit By Facebook?
    In the modern age, where communication can be done by way of text, tweet, email, or swipe, the ancient requirement to hand-serve a summons and complaint on a defendant seems quite anachronistic.  Courts and legislatures have been moving…
Rank this Week: 1192

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: 1126

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: 856

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: 735

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: 637

Probate in Nevada

Probate in Nevada

By Thomas R. Grover. Covers Nevada probate issues, news and common questions.

http://www.probate-in-nevada.com/
  • Feb 21

    Nevada Probate Inventory Content

    Nevada Probate Inventory Content
    The purpose of the Inventory is to provide information about assets of the Estate to the Court, beneficiaries, heirs and creditors.  The initial probate petition does include some information about estate assets. However, the…
  • Feb 14

    More Details on the 2017 Probate & Guardianship Changes in Clark County District Court

    More Details on the 2017 Probate & Guardianship Changes in Clark County District Court
      Recently, probate and guardianship matters in Clark County District Court were reorganized. The reorganization is detailed in an administrative order issued by outgoing Chief District Judge David Barker. Last week, more information…
  • Feb 7

    2017 Nevada Legislature Executive Summary of BDR 738 (Probate & Trust Law)

    2017 Nevada Legislature Executive Summary of BDR 738 (Probate & Trust Law)
    The Probate Section of the State Bar of Nevada held a meeting in Las Vegas on Monday, February 6, 2017.  The embedded document below was distributed at the meeting.  The document provides and executive summary&hellip The post…
Rank this Week: 2233

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
  • Feb 21

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property

    New Illinois Laws for 2017, Part 2: Unclaimed and Abandoned Property
    This is the second in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. A primary of the task of an executor or successor trustee is to ascertain and marshal the decedent’s…
  • Feb 7

    New Illinois Laws for 2017, Part 1: Fiduciary Access to Digital Asset

    New Illinois Laws for 2017, Part 1: Fiduciary Access to Digital Asset
    This post will be the first in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017. I have been writing about the emerging issues surrounding estate planning for digital assets for…
  • 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…
Rank this Week: 2880

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Feb 21

    When Does the Federal Gift Tax Apply?

    When Does the Federal Gift Tax Apply?
    Creating a comprehensive estate plan requires taking a number of different concerns into consideration. Some of those concerns will be unique to your estate planning needs and objectives; however, one concern that everyone should consider…
  • Feb 16

    How Nursing Home Costs Impact Your Estate Plan

    How Nursing Home Costs Impact Your Estate Plan
    When you think about the factors that impact your estate plan you likely focus on factors related to the division of your estate assets. While the distribution of your estate assets may indeed be at the core of your estate plan, you will not…
  • Feb 14

    When Do I Need an Estate Planning Attorney?

    When Do I Need an Estate Planning Attorney?
    There is a very good chance that you will need a local estate planning attorney at some point in your life if you live in the area. The problem may be recognizing when you have a need for an estate planning attorney because, like most people,…
Rank this Week: 2937

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Feb 20

    Estate Distribution

    Estate Distribution
    During the administration of an estate, taxable income can be generated in the form of interest, dividends, capital gains, etc. after all debts and specific bequests have been paid. The Canada Revenue Agency (CRA) was asked if an estate…
  • Feb 17

    Digital Estate Planning – Part 1: Digital Assets: to Preserve or Destroy

    Digital Estate Planning – Part 1: Digital Assets: to Preserve or Destroy
    Today’s blog was written by Jenna Ward, Articling Student, Fasken Martineau DuMoulin. Last year, we wrote about the steps that owners of digital assets should take to preserve assets and ensure a smooth transition of such assets to…
  • Feb 15

    Approving Donor Recognition

    Approving Donor Recognition
    Charities like to name things after donors.  Simply, big gifts mean more prominent “naming opportunities”.  Ontario’s Minister of Health recently issued a directive to hospitals stipulating that they can’t…
Rank this Week: 3025

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Feb 20

    DOES YOUR FORMER STATE OF RESIDENCE STILL BELIEVE YOU ARE A RESIDENT?

    DOES YOUR FORMER STATE OF RESIDENCE STILL BELIEVE YOU ARE A RESIDENT?
    The term “Snowbird” refers to an individual who spends their winters in one of the sunshine states (Florida, Arizona, etc..) and their summers in one of the cooler weather states (Northeast, Northwest, etc..). Most Snowbirds claim…
  • Feb 12

    FEDERAL ELDER ABUSE AND PREVENTION ACT ON THE HORIZON

    FEDERAL ELDER ABUSE AND PREVENTION ACT ON THE HORIZON
    The Elder Abuse and Prevention Act has a high chance of becoming law this year. The legislation has received substantial support among elderly advocacy groups because of its promise to make the world a safer place for seniors. Additionally,…
  • Feb 12

    EVEN THE WEALTHY FAIL TO UPDATE THEIR ESTATE PLANNING DOCUMENTS

    EVEN THE WEALTHY FAIL TO UPDATE THEIR ESTATE PLANNING DOCUMENTS
    In a 2016 study, 26% out of 3,105 wealthy individuals surveyed had a complete estate-planning strategy to transfer their wealth to the next generation. Further, only 54% had created a will, but most had not updated them. As a result, $1.5…
Rank this Week: 1997

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

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

    Estate Planning Concerns for Families with Children with Special Need

    Estate Planning Concerns for Families with Children with Special Need
    NY Attorney Helping with Estate Planning for Special Needs Families If you have a child with special needs, you must take extra caution when creating your estate plan. It does not matter whether your child with special needs is a minor or an…
  • Feb 13

    Ways to Avoid the Time and Expense of Probate Court

    Ways to Avoid the Time and Expense of Probate Court
    Hiring an Elder Law Attorney can Prevent the Expense of Probate Court for Families in Long Island, NY Everyone wants to pass on something to their children or other family members. You want everything that you have saved to go to those you…
  • Feb 6

    The Value of Hiring an Elder Law Attorney

    The Value of Hiring an Elder Law Attorney
    Everyone wants to pass on something to their children or other family members. You want everything that you have saved to go to those you love. The last thing you want is to give what you have worked so hard for to the government by paying…
Rank this Week: 2177

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Feb 19

    Solving Only One-Half of the Problem (Part 2)

    Solving Only One-Half of the Problem (Part 2)
                    Last week I was telling you about a very typical call in our office.  Joe and Mary went to see an attorney to get their affairs in order when they…
  • Feb 12

    Solving Only One-Half of the Problem

    Solving Only One-Half of the Problem
                    Joe called me because the hospital social worker suggested it.  His wife, Mary had been in the hospital but was now ready to be discharged.…
  • Feb 5

    New Jersey Courts Decide Case Involving Estate Recovery and Elective Share (Part 2)

    New Jersey Courts Decide Case Involving Estate Recovery and Elective Share (Part 2)
                    Last week I told you about a case that was just decided by a New Jersey court in which a family tried to avoid the impact of New Jersey’s…
Rank this Week: 2795

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Feb 19

    Wills and Estate Planning for Teacher

    Wills and Estate Planning for Teacher
    Wills and Estate Planning for TeachersBy Kenneth Vercammen, Esq.          Teachers work on an average more than 80,000 hours in a lifetime. In spite of all our resources and the assets we earn during…
  • Feb 19

    Wills and Estate Planning for Funeral Director

    Wills and Estate Planning for Funeral Director
    Wills and Estate Planning for Funeral DirectorsBy Kenneth Vercammen, Esq. Where there’s No Will …    If you do not write a Will, the State has already written one for you. Your assets go to whoever a state law says…
  • Feb 19

    Wills and Estate Planning for Physical Therapist

    Wills and Estate Planning for Physical Therapist
    Wills and Estate Planning for Physical TherapistsBy Kenneth Vercammen, Esq. Where there’s No Will …    If you do not write a Will, the State has already written one for you. Your assets go to whoever a state law…
Rank this Week: 4501

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
  • Feb 17

    Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?

    Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?
    The Texas Transfer on Death Deed allows owners of real estate to transfer their property to beneficiaries outside the probate process. The Deed works like a beneficiary designation on an insurance policy or retirement plan. It allows you to…
  • Feb 10

    Are Stepchildren Legal Heirs in the State of Texas?

    Are Stepchildren Legal Heirs in the State of Texas?
    When someone dies without a Will in Texas, their assets pass according to a statutory formula that takes into account a number of factors, such as whether they are married or single, whether they have children, and if they are married,…
  • Jan 27

    Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?

    Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?
    A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust created to hold the property of a disabled beneficiary and distribute supplemental funds to that individual in a way that preserves his or her eligibility for…
Rank this Week: 4661

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 16

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?
    You want to protect your business, but what legal strategy will help you to protect it best? This might sound a little like something Yoda would say, but the particular strategy or strategies will depend upon what you are most interested in…
  • Feb 9

    Fraudulent Conveyances & Asset Protection

    Fraudulent Conveyances & Asset Protection
    Although the idea of asset protection, i.e. protecting assets from creditors of the a person who owns them, may seem simple at first glance, it's not. In reality, implicit in asset protection is a rather nuanced process of dealing with the…
  • Feb 7

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 3481

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Feb 14

    Should you update your trust?

    Should you update your trust?
    If you already have a trust, you should be commended for your wise planning. However, as time passes and laws change, it makes sense to review and update your trust to ensure that it remains consistent with your goals. I spend…
  • Feb 2

    You have enough time (we all do)

    You have enough time (we all do)
    We tend to find time (i.e. make time) for things we value. That which we consider important gets our attention (and time), often at the expense of other stuff. I have been doing a lot of business travel lately and in the course of those…
  • Jan 19

    death of the death tax? what would repeal of estate tax mean for you and me?

    death of the death tax? what would repeal of estate tax mean for you and me?
    The Republicans have been talking about and working on repeal of the federal estate tax for years.  Now that Trump is on his way to the White House, there are many who believe that the federal estate tax (also known as death tax) will…
Rank this Week: 2394

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
  • Feb 14

    New York Estate Accountings: An Overview

    New York Estate Accountings: An Overview
    Being an executor or administrator of an estate come with many responsibilities. Collecting and insuring the estate’s assets, paying valid debts and expenses, filing income taxes, and list goes on. That’s why most clients look…
  • 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…
Rank this Week: 2857

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Feb 14

    Long-Term Disability Insurance can be a Guaranteed Paycheck

    Long-Term Disability Insurance can be a Guaranteed Paycheck
    “As if it weren't enough that people with disabilities and their families suffer the physical effects of their disability, they must also jump through hoops to first, qualify for assistance and then to pay attention to what is required to…
  • Feb 13

    It’s Not Fair! Will Contests Are Costly and Stressful

    It’s Not Fair! Will Contests Are Costly and Stressful
    “In most will contest situations, the issue is whether or not the person who executed the will had the legal capacity to do so.” Say that after an extended illness, the older of two brothers passes away. When he died, he was divorced,…
  • 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…
Rank this Week: 3423

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Feb 13

    Elder Abuse is a crime, even subtle financial exploitation

    Elder Abuse is a crime, even subtle financial exploitation
    Criminalizing Exploitation of the Elderly and Its Effects on Estate Planning For estate planning attorneys, the concept of criminal punishment is not the first thought when asked: “What could be the outcome?” In a typical case,…
  • Jan 27

    Getting hitched in Florida has it’s advantages inside probate

    Getting hitched in Florida has it’s advantages inside probate
    Florida: A Safe Haven for Surviving Spouses in Probate           Marriage is one of the most sacred and respected institutions in our society.  Both state and federal governments provide…
  • 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…
Rank this Week: 4969

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/
  • Feb 12

    How Does a Joint Tenancy for Cars Work?

    How Does a Joint Tenancy for Cars Work?
    Joint tenancy is a common estate planning tool used to avoid probate. The basic idea is that two (or more) people hold property as “joint tenants.” This means they own the entire property together, and when one co-owner dies the…
  • Feb 10

    Father’s Trust Not Liable for Failing to Help Daughter Keep House

    Father’s Trust Not Liable for Failing to Help Daughter Keep House
    Parents often create a trust as part of their estate planning to ensure their children have ongoing access to financial resources. When you create a trust, the trustee has certain legal and fiduciary obligations to the beneficiary. But how…
  • Jan 21

    What Happens to My Dog After I Die?

    What Happens to My Dog After I Die?
    Carrie Fisher, the writer and actress remembered by millions of fans as Princess Leia in the “Star Wars” films, passed away in late 2016. A number of stories published after Fisher’s death mentioned her French bulldog, Gary,…
Rank this Week: 4414

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Feb 12

    Petitioner Seeks Judicial Settlement of Final Account

    Petitioner Seeks Judicial Settlement of Final Account
    In a proceeding for the judicial settlement of the final account of the preliminary executors and the executors of the will of the deceased, for the period from November 1, 1995, through May 28, 1999, the petitioner appeals, as limited by his…
  • Feb 12

    Court Discusses Alleged Fraud and Undue Influence in Probating a Will

    Court Discusses Alleged Fraud and Undue Influence in Probating a Will
    This is a proceeding for the probate of the will of the deceased. The will was propounded by testator’s widow, and contested by and others, children of testator. From a decree of the supreme court, general term, (15 N. Y. Supp. 601,)…
  • Jan 31

    Proceeding Seeks to Compel Production of Will

    Proceeding Seeks to Compel Production of Will
    These two proceedings to compel the production of the wills of the testator, ask the court to seal the documents which have been produced by the respondent. By petitions dated July 25, 2008, petitioners sought to compel the New York City…
Rank this Week: 3225

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/
  • Feb 10

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge

    Fiduciary Imprudence: When the Sale of an Asset Results in a Surcharge
    Although one of the many duties of an executor is to marshal and appraise estate assets, and, depending on the terms of the governing instrument, liquidate them for purposes of distribution, the fulfillment of these duties may, at times,…
  • Feb 3

    Executor’s Duties Before Receiving Letter

    Executor’s Duties Before Receiving Letter
    A nominated executor is obliged to secure estate assets even before the issuance of letters testamentary. But what if the nominated executor expends personal funds to preserve assets that she erroneously believed to belong to the estate? Is…
  • Jan 20

    Lessons to be Learned From the Power of Attorney

    Lessons to be Learned From the Power of Attorney
    Powers of attorney and trust instruments have each been the subject of many an estate plan. They each have also been the subject of multiple estate litigations. In combination, the two have served as fodder for controversies surrounding the…
Rank this Week: 4322

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: 2678

Tennessee Wills and Estates

Tennessee Wills and Estates

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

http://www.tennesseewillsandestates.com
Rank this Week: 2490

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

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

http://www.phoenixprobatelawyersblog.com/
  • Feb 2

    Common Questions About Will

    Common Questions About Will
    What people want to know about a will. The post Common Questions About Wills appeared first on Phoenix Probate Lawyers Blog.
  • Feb 2

    Common Questions About Will

    Common Questions About Will
    What people want to know about a will. The post Common Questions About Wills appeared first on Phoenix Probate Lawyers Blog.
  • Jan 20

    How To Protect Yourself From Financial Elder Abuse

    How To Protect Yourself From Financial Elder Abuse
    As we age, it presents opportunity for people to take advantage of us. Learn about how to protect yourself in your later years. The post How To Protect Yourself From Financial Elder Abuse appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 2270

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 31

    Smartphone app helps nonverbal children communicate through symbol

    Smartphone app helps nonverbal children communicate through symbol
    Predictive typing firm SwiftKey has launched a smartphone app that aims to provide special needs children with an easier way to communicate. SwiftKey Symbols is described as an assistive symbol-based communication app specially designed for…
  • 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…
Rank this Week: 2316

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 26

    Special Needs Trusts: Two Words to Say Fairne

    Special Needs Trusts: Two Words to Say Fairne
    Special Needs Trusts (also called Supplemental Needs Trusts) are specific types of trusts that allow a disabled person to be the beneficiary of a trust while not interrupting his/her eligibility to receive government assistance. Without a…
  • Jan 17

    Exclusion of Gains from Sale of Personal Residence

    Exclusion of Gains from Sale of Personal Residence
    In this blog post, Justin M. Kennedy discusses a special exclusion of gains from the sale of a personal residence built into the Internal Revenue Code in Section 121. The post Exclusion of Gains from Sale of Personal Residence appeared first…
  • 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…
Rank this Week: 2588

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

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

    What Are The Issues With a DIY Will?

    What Are The Issues With a DIY Will?
    Your Last Will and Testament is a legal document in which you make your final gifts, leave instructions for paying creditors, and nominate guardians for your children.  In addition, you pick somebody to oversee the disposition of your…
  • Dec 9

    December 2016 News and Fun

    December 2016 News and Fun
    Quotables “Remind yourself that you cannot fail at being yourself.”  Wayne Dyer “7 things to give up: 1. People pleasing. 2. Doubting yourself. 3. Negative thinking. 4. Fear of failure. 5. Criticizing yourself. 6.…
  • Nov 27

    Intangible Benefits of Estate Planning

    Intangible Benefits of Estate Planning
    Peace of Mind knowing that your assets, self, and family are protected for your lifetime and beyond. Increased confidence that you can handle what challenges life presents to you. Pride in a job well done. A sense of accomplishment that you…
Rank this Week: 2400

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 23

    FAST probate in California….

    FAST probate in California….
    Did you know you can request your first probate court hearing be hearing in only 30 days? The California probate code specifically authorizes this at California probate code 8003. Here is the text of that section: 8003. (a) The hearing on the…
  • 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…
Rank this Week: 3959

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: 4655

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: 1804

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: 2668

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: 2583

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: 2914

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: 4333

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: 3749