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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 6

    Article on Intellectual Property Dimensions of Real Property

    Article on Intellectual Property Dimensions of Real Property
    Michael N. Widener recently published an Article entitled, Brand: Modern Realty Transfers' Iconic Dimension, 51 Real Property, Trust & Estate L.J. 23 (2016). Provided below is an abstract of the Article: Any real estate project branded…
  • Dec 6

    Wealthy Families, the Next Generations & Philanthropic Desire

    Wealthy Families, the Next Generations & Philanthropic Desire
    Wealthy families can now transfer their wealth to the next generations at a transfer tax discount of up to 50% while receiving up to a 50% charitable income tax deduction. Two important developments have allowed ultra wealthy families to…
  • Dec 6

    Article on Wealth Transfer Tax Reform

    Article on Wealth Transfer Tax Reform
    Joseph M. Dodge recently published an Article entitled, Three Whacks at Wealth Transfer Tax Reform: Retained-Interest Transfers, Generation-Skipping Trusts, and FLP Valuation Discounts, 57 B.C. L. Rev. 999 (2016). Provided below is an…
Rank this Week: 35

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 20

    “Oh What A Tangled Web We Weave…When First We Practice To Deceive”

    “Oh What A Tangled Web We Weave…When First We Practice To Deceive”
    Walter Scott’s epic words quoted above are a good guide for all of us; especially for attorneys. In what would appear to be a perfectly ridiculous way to lose a law license, New York City attorney James A. Robbins has been disbarred…
  • Nov 17

    They’re Coming Our Of The Woodwork For A Piece Of Prince’s Estate

    They’re Coming Our Of The Woodwork For A Piece Of Prince’s Estate
    There is nothing like the death of a wealthy celebrity who dies without a will to bring scads of would-be relatives out of the woodwork, each claiming to be a long-lost brother, sister, cousin, etc. Loren Barr’s Trust and Estate Blog…
  • Nov 6

    Will Drafting Requires Choosing The Right Words –Something You Should Have A Lawyer Do For You

    Will Drafting Requires Choosing The Right Words –Something You Should Have A Lawyer Do For You
    Just about anyone who can navigate the web can find a template for a do it yourself will. After all, why go to a lawyer to draft your will when you can figure out how to do it yourself for free? Your lawblogger has long contended with the…
Rank this Week: 85

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: 203

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: 385

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: 365

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: 307

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: 391

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/
  • Dec 1

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?

    Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?
    One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. The revocable trust is also known as a living trust.  A revocable trust has many benefits including the ability to…
  • Nov 29

    How to Change Marital Status on Florida Death Certificate

    How to Change Marital Status on Florida Death Certificate
    Correcting a Death Certificate in Florida for a Change in Marital Status We often receive calls about how to correct a Florida Death Certificate in relation to filing a Probate case in Florida. Correcting a Florida Death Certificate is done…
  • Nov 28

    Is An Estate Liable For Rent When A Roommate Dies?

    Is An Estate Liable For Rent When A Roommate Dies?
    As Jacksonville estate planning attorneys, we often come across unusual scenarios that require a deep look into the law.  A recent questions posed to the Jacksonville probate attorneys at the firm was: “Is a roommate’s estate…
Rank this Week: 729

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Nov 9

    Trump’s Estate Tax Plan

    Trump’s Estate Tax Plan
    Well, it happened. Something very few people saw coming: Donald Trump was elected President of the United States. For most people, there are a whole host of potentially more pressing questions about what Trump's presidency will mean for the…
  • Oct 18

    Hillary Clinton’s Estate Tax Plan

    Hillary Clinton’s Estate Tax Plan
    Last Thursday, Hillary Clinton declared her proposal for the federal estate tax: Currently, only estates worth $5.5 million or more pay taxes on inheritance. Clinton would lower that threshold to $3.5 million per person and $7 million per…
  • Oct 10

    Second Marriage? What Could Happen if You Don’t Have an Estate Plan

    Second Marriage? What Could Happen if You Don’t Have an Estate Plan
    Did you know that if you die without a will, each state in the U.S. has already written one for you? These default “wills” are actually called “intestacy statutes” and they generally provide the following as to the…
Rank this Week: 671

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
  • Oct 19

    Living Life to the Fullest!

    Living Life to the Fullest!
    As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes not in the best of health, they don’t let age slow them down.…
  • Oct 12

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?
    A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was in a rush, she explained that her mother was going to be applying for Medicaid the next day, and someone…
  • Sep 30

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?
    I recently received a note from concerned grandparents. Their daughter had died, and their son- in-law was often away on business trips for weeks at a time. They took care of their grandchildren in their father’s absence, but were…
Rank this Week: 669

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: 751

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 6

    Trustee’s Duty to Inform and Account

    Trustee’s Duty to Inform and Account
    A Trustee’s Duty to Inform and Account Under the Florida Law The essence of the trustee’s existence is to keep a trust’s beneficiaries adequately informed.  Florida probate practitioners, trust lawyers, and estate…
  • Nov 18

    Attorney-Client Privilege in Probate Litigation

    Attorney-Client Privilege in Probate Litigation
    Death, Lawyers, and Loose Lips:  Third District Court of Appeals Clarifies Distinction Between Ethical duty of Confidentiality from Evidentiary Privilege The attorney client privilege dates back to the English Common Law of the late…
  • Jun 24

    Corya and Woodward

    Corya and Woodward
    LIMITATIONS ON PROCEEDINGS AGAINST TRUSTEES:  CORYA, WOODWARD AND FLA. STAT. §736.1008 The Florida Trust Code contains a section titled “limitations on proceedings against trustees” that is a limitation of actions and…
Rank this Week: 1157

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 6

    An Unsafe Financial System

    An Unsafe Financial System
    Anat R. Admati, It Takes a Village to Maintain a Dangerous Financial System in Just Financial Markets? Finance in a Just Society (Lisa Herzog ed., forthcoming 2017), available at SSRN.Caroline BradleyIt Takes a Village to Maintain a…
  • Dec 5

    Is Contract Law Ready for the Internet of Things?

    Is Contract Law Ready for the Internet of Things?
    Stacy-Ann Elvy, Contracting in the Age of the Internet of Things: Article 2 of the UCC and Beyond, 44 Hofstra L. Rev. 839 (2016).Nancy KimWhen Amazon announced that it was expanding its Dash Button Program, its stock went up 2.3%.…
  • Dec 2

    Rethinking Negotiated Rulemaking

    Rethinking Negotiated Rulemaking
    Hannah J. Wiseman, Negotiated Rulemaking and New Risks: A Rail Safety Case Study, Wake Forest J.L. & Pol’y (forthcoming 2017), available at SSRN.Richard PierceHannah Wiseman’s insightful case study has forced me to rethink my…
Rank this Week: 897

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/
  • Dec 5

    Michael Gilfix, National Experts Form Trump Policy Analysis Group

    Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with…
  • Nov 30

    Three mistakes parents of special needs children should avoid

    Three mistakes parents of special needs children should avoid
    Parents of special needs children hope to provide their offspring with financial security and the care they need. However, even with the best of intentions they risk making mistakes that could have costly, long-term consequences for their…
  • Nov 28

    National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Service

    National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Service
    At Gilfix & La Poll, we take pride in innovating new ways to serve our estate planning clients. We recently published an article in Estate Planning magazine covering two ways in which we build beneficial relationships with our clients…
Rank this Week: 1219

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Nov 30

    Court Looks at Jurisdiction Issue While Probating an Estate

    Court Looks at Jurisdiction Issue While Probating an Estate
    In an action to recover damages for medical malpractice and lack of informed consent, etc., in which the defendant SSS Medical Center commenced a third-party action against KC, as successor executor of the estate of Mr. RR, KC appeals from an…
  • Nov 18

    Counterclaim Filed for Surrender of Bank Passbook

    Counterclaim Filed for Surrender of Bank Passbook
    Motion is made to strike out a counterclaim interposed in this action wherein plaintiff seeks to compel defendants to deliver to her a bank passbook of an account in the Interest Department of the ABC Trust Company of Albany issued to and…
  • Nov 15

    Court Discusses Will Interpretation

    Court Discusses Will Interpretation
    In a contested probate proceeding, the Objectant appeal from a decree of the Surrogate’s Court, Kings County and dated March 17, 1993, which, after a nonjury trial, inter alia, granted probate of a certain will signed by the testator on…
Rank this Week: 932

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Nov 17

    Do you know any Jay Walkers?

    Do you know any Jay Walkers?
    Have you seen seniors trying to cross a busy street where there are no traffic lights? Many think they can walk faster than the speeding car headed their way. Not so….. Becoming allies in promoting safety for seniors can encompass a…
  • Nov 16

    Must an estate pay for a charitable pledge by the deceased?

    Must an estate pay for a charitable pledge by the deceased?
    Canadians are charitable people. According to Statistics Canada, 82% of Canadians made a financial donation to a charitable or non-profit organization in 2013 (the latest available year). The amount given by donors increased from an annual…
  • Nov 15

    TFSA’s – a refresher on the Rule

    TFSA’s – a refresher on the Rule
    Borrowing heavily from some recent literature on this subject, I though it may be useful at this time of the year to quickly revisit some of the rules surrounding tax free savings accounts (“TFSA”) Contribution room for an…
Rank this Week: 966

Utah Estate Planning

Utah Estate Planning

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

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

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

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

    The Joy Of Inheriting Appreciated Property

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

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
Rank this Week: 869

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

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

https://ncestatelitigation.wordpress.com/
Rank this Week: 1068

Estate Planning & Probate 411

Estate Planning & Probate 411

Covers California probate, wills, trusts, powers of attorney, incapacity and related topics. By Helene P. Dreyer Koch.

http://indianwellsestateplanningattorney.com/
  • Jul 14

    What Is a Discretionary Trust?

    What Is a Discretionary Trust?
    A “discretionary trust” gives the trustee discretion over how, when, and if the beneficiaries may access trust assets. Certain uses of the money might be deemed acceptable, whereas other uses will be restricted. For instance, the…
  • Jun 25

    How Can You Help with Their College Expenses?

    How Can You Help with Their College Expenses?
    If you have children or grandchildren who have not yet completed their college education, you may be wondering how to help them achieve that goal. Two popular choices are the 529 College Education Plan and an Education Trust. A 529 ……
  • Feb 19

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
Rank this Week: 1271

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

Covers Florida estate planning, probate, and construction law issues. By the Law Office of R. Kellen Bryant., P.L.

http://www.eldercarelawjacksonville.com/
Rank this Week: 958

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: 964

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: 935

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: 1223

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/
Rank this Week: 1837

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 6

    Portability and Second Marriage

    Portability and Second Marriage
    by Matthew M. Shafae and Justin M. Kennedy, Attorneys Law Office of Roy W. Litherland A lot of estate planning hypothetical situations involve the spouse dying, and the survivor getting hitched with some nefarious predator who is only after…
  • Nov 21

    Join Us for Our Last Two Free Living Trust Seminars of 2016

    Join Us for Our Last Two Free Living Trust Seminars of 2016
    If you do not have an estate plan – or if your estate plan consists only of a basic will – you may not be adequately protecting your family against probate and estate taxes. Without proper planning, your family could lose a large…
  • Nov 9

    Keeping it Safe on the Road (An Elder Law Today Blog)

    Keeping it Safe on the Road (An Elder Law Today Blog)
    Most people agree that driving is one of the keys to independence. However, new driving challenges arise as you age. Arthritis can make flexing and twisting painful and weakened muscles make it harder to grip. Aging also affects vision,…
Rank this Week: 2728

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: 3617

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Dec 5

    2016 YEAR END ESTATE PLANNING THOUGHTS

    2016 YEAR END ESTATE PLANNING THOUGHTS
    With December 31, 2016, right around the corner, it is important to look at your year end personal tax and estate planning situation. With a Trump administration and a Republican-controlled Congress, much attention has been paid to the tax…
  • Nov 29

    Under the Internal Revenue Service (IRS)…

    Under the Internal Revenue Service (IRS) rules, the service has a three (3) year statute of limitations after the filing of IRS Form 709 to assess gift taxes on a gift, so long as the gift is adequately disclosed on the return. If a gift is…
  • Nov 21

    WHAT TRUMP'S FEDERAL INCOME TAX PLAN MAY LOOK LIKE

    WHAT TRUMP'S FEDERAL INCOME TAX PLAN MAY LOOK LIKE
    Most individuals expect significant changes to the US Tax Code once President (elect) Trump takes office. High on his agenda are the following: INDIVIDUALS: Cut the number of individual income tax brackets (from 6 to 3) and bring income tax…
Rank this Week: 2240

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 4

    How Medicaid Treats Life Insurance (Part 1)

    How Medicaid Treats Life Insurance (Part 1)
                    Medicaid requires the applicant to spend down all assets to under $2000 before approving an application for benefits.  The question comes up…
  • Nov 27

    John Hancock Latest to Drop Long Term Care

    John Hancock Latest to Drop Long Term Care
                    Two weeks ago John Hancock, one of the largest providers of long term care insurance announced it is withdrawing from the market.  It will stop…
  • Nov 20

    Home for the Holidays (Part 2)

    Home for the Holidays (Part 2)
                Last week I was talking about changes in loved ones we may notice around holiday time, simply because we may be returning home after some time away.  So what can or…
Rank this Week: 2295

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Dec 1

    AG Healey Announces Program to Provide Legal Assistance to Veteran

    AG Healey Announces Program to Provide Legal Assistance to Veteran
    Program to Fund Legal Aid Groups and Nonprofits Focused on Helping Massachusetts Veterans To learn more about this program, the original article can be found here:…
  • Nov 23

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan

    Set Aside Some Time at Thanksgiving Dinner to Talk About Estate Plan
    Most people getting together with their family for the holiday this next week will enjoy sitting around the table and discussing what has happened in the previous year. As you approach putting together your holiday newsletter as well, this is…
  • Nov 16

    Make Sure That Life Insurance Is Incorporated Properly in Your Estate Plan

    Make Sure That Life Insurance Is Incorporated Properly in Your Estate Plan
    Life insurance is often seen as a supplementary component to an existing estate plan because the proceeds from a life insurance policy that has been kept active could be used to provide liquidity when it is most needed. Insurance money, for…
Rank this Week: 3764

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Dec 1

    Should You Implement a No-Contest Clause in Your Will?

    Should You Implement a No-Contest Clause in Your Will?
    Estate Planning Attorney Explains the No-Contest Clause in Wills per New York Laws If you think that your beneficiaries will argue about your will, or that they may contest your will in court, there are ways to prevent disagreements among…
  • Nov 28

    Succession Ideas and Solutions for Family Farm

    Succession Ideas and Solutions for Family Farm
    Local Attorneys Helping Long Island Family Farmers with Estate Planning New York is no stranger to family farms. In fact, there are plenty. Whether you own a large commercial farm or a small family range, it is important that you protect it.…
  • Nov 21

    Estate Planning Tips for the Never-Been-Married

    Estate Planning Tips for the Never-Been-Married
    Long Island Attorneys Assisting Singles with Estate Planning Just because you are not married does not mean that you do not have assets. There are plenty of single individuals today with substantial estates – and those assets must be…
Rank this Week: 1870

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Nov 29

    Can I Stay in My Home If I Get Sick?

    Can I Stay in My Home If I Get Sick?
    Despite some amazing advances in science and medicine over the past century, a way to stop the natural aging process has yet to be discovered. This means that all of us will eventually succumb to the physical and mental signs of aging. As a…
  • Nov 22

    How Much Does Guardianship Cost in Texas?

    How Much Does Guardianship Cost in Texas?
    If you have a parent, or other elderly loved one, who has reached the point where you are concerned that he or she cannot safely live alone and/or make important decisions without assistance it may be time for you to consider petitioning to…
  • Nov 15

    Who Should Have a Last Will and Testament?

    Who Should Have a Last Will and Testament?
    You may have heard from family member, friends, or co-workers about the importance of creating a comprehensive estate plan but thought the advice does not apply to you.  People frequently think it is necessary to have a large estate…
Rank this Week: 2727

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Nov 29

    What Is a Partnership Buy Sell Agreement?

    What Is a Partnership Buy Sell Agreement?
    A small business may be structured using any of several different types of legal entities, including a partnership. If you have entered into a partnership agreement, you retain a valuable legal interest in the business. That interest is an…
  • Nov 24

    Types of Trusts for Farmer

    Types of Trusts for Farmer
    Family farms have been the backbone of the American economy for centuries. Despite efforts by big farming to take over the farming industry, family farms have survived – even flourished in many cases. In reality, it isn’t big…
  • Nov 22

    3 Common Asset Protection Strategie

    3 Common Asset Protection Strategie
    For most people, at least part of the purpose of creating an estate plan is to ensure that their estate assets are available to provide for loved ones after they are gone. Of course, in order for your estate assets to provide for loved ones…
Rank this Week: 2790

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Nov 28

    Probate Court and Family Court collide

    Probate Court and Family Court collide
    Florida Appeals Court Comes Down Against Probate Creditor Claims From Child For Child Support Arrearages On May 11, 2016, the Fourth District Court of Appeal issued its decision in Davis v. Hengen regarding creditor claims for child support…
  • Nov 7

    Major Life Changes? Get your estate plan dusted off, reviewed and updated

    Major Life Changes? Get your estate plan dusted off, reviewed and updated
    What Effect Does Divorce or Remarriage Have On Your Estate Plan Anytime there is a major life change, whether it is the birth of a child, marriage, or divorce, your estate plan should evolve as your life evolves. But do any of these events…
  • Nov 7

    Major Life Changes? Get your estate plan dusted off, reviewed and updated

    Major Life Changes? Get your estate plan dusted off, reviewed and updated
    What Effect Does Divorce or Remarriage Have On Your Estate Plan Anytime there is a major life change, whether it is the birth of a child, marriage, or divorce, your estate plan should evolve as your life evolves. But do any of these events…
Rank this Week: 3931

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: 2773

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • Nov 28

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

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

    Probating a Copy of a Lost Will in New York

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

    Estate Planning for Young Familie

    Estate Planning for Young Familie
    Young people, including the author, tend to think they are invincible. They don’t plan on getting sick or even worse, dying. Why, then, do they need an estate plan? For the same reason that older people create them: we are all mortals…
Rank this Week: 2007

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

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

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

    Do I Have to Pay Taxes After I Die?

    Do I Have to Pay Taxes After I Die?
    There are many questions you may have when thinking about estate planning. In addition to worrying about making a will, or setting up a trust, and dealing with decisions about whom to leave your property, there are also more mundane issues to…
  • Nov 25

    Rise in Alzheimer’s, Dementia Deaths Emphasize Importance of Estate Planning

    Rise in Alzheimer’s, Dementia Deaths Emphasize Importance of Estate Planning
    The London Telegraph recently reported that there has been a “huge rise in the number of lasting powers of attorney” filed with the government. The Telegraph said more than 441,000 powers of attorney were established in 2015,…
  • Nov 23

    Can My Spouse Contest My Will?

    Can My Spouse Contest My Will?
    It is not uncommon for a person entering a second marriage to keep certain assets as separate property for the benefit of any children from the first marriage. If you are in this situation, it is important to make sure that your estate…
Rank this Week: 1292

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 22

    A Flood . . . in the Basement

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

    Article 17-A Guardianship: It is Not for Everyone

    Article 17-A Guardianship: It is Not for Everyone
    In two recent decisions, Surrogate Lopez Torres of Kings County denied petitions for guardianship under SCPA Article 17-A, demonstrating the strict circumstances under which guardians are appointed under this particular statute. Unlike under…
  • Sep 8

    Recent Amendment Creates Further Exception to Attorney-Client Privilege

    Recent Amendment Creates Further Exception to Attorney-Client Privilege
    An amendment to CPLR 4503(b) was recently signed into law, creating another exception to the attorney-client privilege. Ilene Cooper discusses the new legislation in our latest entry.
Rank this Week: 4001

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: 3716

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • 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…
  • Oct 18

    Estate of Matthews: Successful challenge to marriage

    Estate of Matthews: Successful challenge to marriage
    A fairly common scenario in estate litigation involves a claim from a widow to a share of an estate. Often there is a claim of a common law marriage. Texas recognizes common law marriage under some circumstances. Once established, a...
  • Jul 5

    Estoppel does not prevent beneficiary from pre-suit discovery

    Estoppel does not prevent beneficiary from pre-suit discovery
    The Fort Worth Court of Appeals decision in In Re Meeker involves two important issues for probate litigators: entitlement to pre-suit discovery and estoppel based on acceptance of benefits. Both issues arise fairly regularly in will…
Rank this Week: 4980

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3390

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
  • Nov 15

    The California probate process speech

    The California probate process speech
    I feel thankful that NBI and other organizations consistently ask me to come talk about estate and probate law.  Yesterday I had the pleasure of speaking for almost two hours on probate law to a group of attorneys and paralegals. My…
  • Oct 26

    Probate book for your KINDLE – download it now!

    Probate book for your KINDLE – download it now!
    As my avid readers know I was excited to release a book about the California probate process a couple months back. In all honesty sales have been better than expected. It took a while to get the Kindle format working but it should be up and…
  • Sep 16

    Medallion Guarantees and Stock Transfer agent

    Medallion Guarantees and Stock Transfer agent
    I have posted a few times on the importance of funding your trust. I have also posted about my inclination toward consolidation of assets. As stated you have to consider FDIC insurance, other insurance, taxes, etc… but in general I am…
Rank this Week: 3097

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: 2753

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Nov 10

    Metuchen Library Wills, Estate Planning & Probate Seminar

    Metuchen Library Wills, Estate Planning & Probate Seminar
    Metuchen LibraryWills, Estate Planning & Probate SeminarNovember 14 at 7:00pmFree community program 480 Middlesex Ave. Metuchen, NJ 08840    Seniors invitedWILLS & ESTATE ADMINISTRATION-PROTECT YOUR FAMILY AND MAKE PLANNING…
  • Nov 8

    Challenge to Will based on lack of testamentary capacity and undue influence rejected IN RE ESTATE OF TORNABEN

    Challenge to Will based on lack of testamentary capacity and undue influence rejected IN RE ESTATE OF TORNABEN
    Challenge to Will based on lack of testamentary capacity and undue influence rejectedIN RE ESTATE OF TORNABENDOCKET NO. A-5181-14T4 (N.J. Super. App. Div. Sep. 27, 2016) PER CURIAMNOT FOR PUBLICATION WITHOUT THE APPROVAL OF THE APPELLATE…
  • Nov 8

    Removing the Administrator of an Estate

    Removing the Administrator of an Estate
    Intestate SuccessionWhen no Will exists, Real and Personal property is not distributed according to the decedent persons desires. Rather, it is distributed according to the statutes of New Jersey.The net estate remaining after deduction of…
Rank this Week: 4308

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

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

    New York Will Contests Can Be Avoided

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

    New York Wills Need to Be Properly Prepared and Signed

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

    New York Estate Planning Involves Many Consideration

    New York Estate Planning Involves Many Consideration
    Planning an estate in New York requires that numerous factors be considered. The testator or creator of a Last Will or Trust should begin by making a complete inventory and review of his assets. The New York Probate Lawyer Blog has many posts…
Rank this Week: 4700

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

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

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

    Communicating Religious Values in Your Estate Plan

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

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

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

    Will or Trust Contests and How to Avoid Them

    Will or Trust Contests and How to Avoid Them
    Learn how to protect your estate plan from litigation after your passing. The post Will or Trust Contests and How to Avoid Them appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 2119