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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Texas Tech University School of Law Professor Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • May 20

    IRS Limits Material Participation by Non-Grantor Trust

    IRS Limits Material Participation by Non-Grantor Trust
    In a recent Technical Advice Memorandum (TAM), the IRS limited “the circumstances in which a complex, non-grantor trust can materially participate in the activities of an S corporation.” The IRS concluded that only time spent by a…
  • May 20

    Tips on Having a Successful Family Meeting

    Tips on Having a Successful Family Meeting
    Family meetings are common after a medical crisis, but they can also be invaluable in resolving complicated financial issues as well as legal planning for elderly family members. Here are some tips on starting, and getting the most out of,...
  • May 20

    Same-Sex Couples Face Challenges in Determining Whether Spouses Qualify as Trust Beneficiarie

    Same-Sex Couples Face Challenges in Determining Whether Spouses Qualify as Trust Beneficiarie
    Spouses often use trusts to pass monetary benefits to the other spouse, but the law is often unclear on whether same-sex spouses can become the beneficiary of their partner’s trust. If the Supreme Court finds the Defense Against Marriage…
Rank this Week: 17

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • May 21

    When Having “The Talk,” Experts Advise Going to Mom First

    When Having “The Talk,” Experts Advise Going to Mom First
    Trying to find a way to ask your parents about the potentially sensitive topic of their finances? You might have better odds of getting the conversation going if you start with mom instead of dad. Have you had “the talk” with your senior…
  • May 20

    Recordkeeping Key When Caring for Senior Parent

    Recordkeeping Key When Caring for Senior Parent
    The biggest lesson? Contracts, invoices, and good record-keeping are as important with family or related parties as anywhere else. In fact, perhaps there’s a bigger reason for being scrupulous with family and related parties: to save…
  • May 17

    Charging Order Challenge

    Charging Order Challenge
    Doubtless a large motivation behind the formation of many LLCs, as with Limited Partnerships (“LPs”) is that an LLC has so-called “charging order protection”… The charging order is widely misunderstood, so let me try to explain it.…
Rank this Week: 101

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/
  • May 20

    The Care and Feeding of Sticky Defaults in Information Privacy Law

    The Care and Feeding of Sticky Defaults in Information Privacy Law
    Lauren Willis, When Nudges Fail: Slippery Defaults, 80 U. Chi. L. Rev. ___ (forthcoming 2013) available at SSRN.Paul OhmIf Jotwell is meant to surface obscure gems of legal scholarship, which might go unnoticed otherwise, I might be missing…
  • May 17

    The Brave New World of Identification

    The Brave New World of Identification
    Margaret Hu, Biometric ID Cybersurveillance, 88 Indiana L.J.__ (forthcoming 2013), available at SSRN.Mary FanThe memory seems almost quaint.  While waiting with prosecutors in the hallway between indictments, an excellent customs…
  • May 15

    Celebrating Federal Civil Rulemaking

    Celebrating Federal Civil Rulemaking
    Lonny Hoffman, Rulemaking in the Age of Twombly and Iqbal, U.C. Davis L. Rev. (forthcoming, 2013) available at SSRN.Brooke D. ColemanThe Federal Rules of Civil Procedure are 75 years old this year. Imagine a fete thrown in their honor-mini…
Rank this Week: 106

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

Covers estate planning, probate, taxes, elder law, business law and employment law issues. By David M. Goldman.

http://www.floridaestateplanninglawyerblog.com/
  • May 14

    The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

    The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan
    Probate can have the reputation of being a nightmare, and many hate the idea of going through this process. If the idea of transferring your assets through probate daunts you, then you will be happy to know that living trusts can avoid…
  • May 9

    The Future of Estate Planning: The Multigenerational Life Plan

    The Future of Estate Planning: The Multigenerational Life Plan
    Over the last year I worked with an intern in our office of a Law Review article for Texas Tech University. This article describes problems with current estate planning and takes the premise that most estate planners have become lazy because…
  • May 9

    3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney

    3 Important Reasons to Use an Estate Planning Attorney to Create a Durable Power of Attorney
    A Durable Power of Attorney (DPA) allows you, the "principal", to designate someone, the "agent", to act on your behalf. Depending on the DPA, your agent will have authority to oversee your financial affairs or your medical treatment. Having…
Rank this Week: 171

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • May 21

    principal residence exemption and excess land

    principal residence exemption and excess land
    Did you know there is a limit to how much land you can include in a principal residence exemption?
  • May 17

    The May Long Weekend

    The May Long Weekend
    So it’s officially here - the first long weekend of the season; the start of the cottage season. What does this mean? It’s the right time to start thinking about some of the considerations related to dealing with the family…
  • May 16

    Parents, Doctor’s Apts and More Question

    Parents, Doctor’s Apts and More Question
    Have you ever asked your parent how their doctors’ appointment went and didn’t get a very thorough answer?
Rank this Week: 367

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. Published by Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/
  • May 20

    Should an Estate Plan be Revised Before or After a Divorce?

    Should an Estate Plan be Revised Before or After a Divorce?
    We’ve written about the importance of updating your beneficiaries, but when you’re going through a divorce, should you update your estate plan while navigating separation or after the divorce is finalized? If you do not have an…
  • May 17

    Retirement Savings Change Based on Income Projection

    Retirement Savings Change Based on Income Projection
    The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based on potential voluntary contributions. The projections changed the way…
  • May 15

    No NC Tax Reform Bill Yet, Here's the Plan

    No NC Tax Reform Bill Yet, Here's the Plan
    The North Carolina Senate had announced plans to reveal the new NC tax reform bill in early May. However, the press conference instead produced the outline of a measure that the Senate hopes to turn into a bill later in 2013. Citing pending…
Rank this Week: 525

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/
  • May 20

    Why Your Estate Planning Must Include Intellectual Property

    Why Your Estate Planning Must Include Intellectual Property
    If you're an author, musician, painter or anyone who engages in creative activity for profit, then your California estate planning should include disposition of any intellectual property rights attached to your works. While most copyrights,…
  • May 17

    Understanding the Legal Relationships in a Revocable Living Trust

    Understanding the Legal Relationships in a Revocable Living Trust
    A revocable living trust is a common estate planning device where a person, called a settlor, transfers his or her assets to a trustee, usually themselves. The settlor can amend or revoke the trust at any point during his or her lifetime. At…
  • May 11

    Who Can Access Your Social Media Accounts After Your Death?

    Who Can Access Your Social Media Accounts After Your Death?
    Traditionally, California estate planning addresses distribution of real and tangible personal property. But in the Internet age, intangible personal assets such as social media accounts are an essential part of many estates. Google, Facebook…
Rank this Week: 594

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: 592

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
  • May 13

    What do I do when I receive a notice of proposed action?

    What do I do when I receive a notice of proposed action?
    You have received a notice of proposed action in a probate real estate sale… now what do you do?  You have options. Generally the notice says that you have until a date (15 days after the notice is mailed) by … Continue…
  • May 9

    Estate Planning second thought

    Estate Planning second thought
    A great article in Private Wealth magazine quotes yours truly!  It is an article about the people that made large gifts at the end of 2012 to take advantage of the $5.12m federal gift tax exemption. Did any of them … Continue…
  • May 8

    Cleaning up estate plan messes after death

    Cleaning up estate plan messes after death
    “I can get a trust done for $500, on the back page of Rolling Stone magazine, so why should I pay you $2,000?” My answer is simply, “we will find out after you die how good your five hundred dollar … Continue reading…
Rank this Week: 615

Your Minnesota Family Lawyer Blog

Your Minnesota Family Lawyer Blog

Covers family law, estate planning, and probate in Minnesota. By Jennifer R. Lewis Kannegieter.

http://www.yourminnesotafamilylawyerblog.com/
  • May 16

    5 Things Couples Need to Know Before Buying Real Estate

    5 Things Couples Need to Know Before Buying Real Estate
    Buying a house can be an exciting, and overwhelming, time.  For couples purchasing real estate there are some legal consequences they should be aware of.  All too often these consequences are not considered until the relationship…
  • May 9

    Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children

    Creating the Perfect Child Custody/Parenting Time Arrangement for Your Children
    One of the most difficult things in any paternity or divorce case is figuring out the schedule for your children – this comes into play when talking about both physical custody and parenting time. In Minnesota, physical custody is the…
  • May 5

    Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent

    Selecting the Right Person Makes a Difference: Personal Representatives, Executors, and other Agent
    One of the most important things in preparing your estate plan is naming the appropriate person to act as your Personal Representative (or Executor). Some people feel there is a “right” person to name, by virtue of relationship,…
Rank this Week: 649

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/
  • May 14

    No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit

    No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit
    Kobe Bryant, long-time Los Angeles Laker and future Hall-of-Famer, is in a bitter feud with his own mother over ownership of memorabilia worth more than $1.5 million. He’s locked in a he-said, she-said dispute about whether he gave the…
  • May 9

    Amanda Bynes' Comeback Could Begin With A Guardianship

    Amanda Bynes' Comeback Could Begin With A Guardianship
    Amanda Bynes came into the public eye as one of Nickelodeon’s sweethearts. Now friends and colleagues are so worried about her recent erratic behavior that they have been begging for police intervention. Her former publicist, Jonathan…
  • Apr 22

    Kim Kardashian Settles Divorce Case With Kris Humphrie

    Kim Kardashian Settles Divorce Case With Kris Humphrie
    Not many people -- even celebrities -- can claim a record as impressive as Kim Kardashian and Kris Humphries. The marriage: 72 days. The divorce: 536 days. But, it's finally over. And according to reports, it was Kris Humphries who caved at…
Rank this Week: 792

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • May 11

    New Mental Health Courts Funded. Will Sevier County Have One?

    New Mental Health Courts Funded. Will Sevier County Have One?
    The Tennessee legislature recently approved is new budget. The legislature set aside $1.56 Million to establish 9 courts designed to combat mental health and substance abuse in Tennessee. The question is still out as to whether Sevier…
  • May 2

    What Your Grandkids Will Teach You

    What Your Grandkids Will Teach You
    I just spent a bunch of hours with my two grandsons.  Not enough hours to be sure. As I laughed with them, the joy that just comes naturally is overwhelming. These two young boys are full of joy because they are full of life. They are…
  • May 2

    What Your Grandkids Will Teach You

    What Your Grandkids Will Teach You
    I just spent a bunch of hours with my two grandsons.  Not enough hours to be sure. As I laughed with them, the joy that just comes naturally is overwhelming. These two young boys are full of joy because they are full of life. They are…
Rank this Week: 810

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
  • May 16

    Lost or Destroyed Will

    Lost or Destroyed Will
    What happens when the Decedent’s original Last Will & Testament cannot be found? It is well-settled under Florida law that when an original will that is known to have existed cannot be located after the death of the decedent, the…
  • Apr 18

    ADRIAN THOMAS LAWYER REPUTATION

    ADRIAN THOMAS LAWYER REPUTATION
    “The way to gain a good reputation is to endeavor to be what you desire to appear.”  ~ Socrates The lawyers at Adrian Philip Thomas, P.A. strive to be competent and passionate advocates for their clients while…
  • Apr 8

    Inheritance Dispute Lawyer

    Inheritance Dispute Lawyer
     Remedies Available in Florida Courts Tortious interference with an inheritance is a relatively new but widely recognized tort that is currently accepted in Florida and half of the United States.  Many other states have reported…
Rank this Week: 1018

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • May 20

    Surrogate Refuses To Nullify Testator's Choice Of Fiduciary

    Surrogate Refuses To Nullify Testator's Choice Of Fiduciary
    The New York Law Journal has reported a decision of Nassau County Surrogate Edward McCarty III in the matter of the Will of Barboni, 2013-373014(April 25) which upheld the nomination of an executor whose two children both contested the…
  • May 12

    Summary Judgment Granted To Void Trust For Lack Of Capacity

    Summary Judgment Granted To Void Trust For Lack Of Capacity
    Richmond County Surrogate Robert J. Gigante has ruled that a trust executed by an 88 year old decedent 61 days before her death was void for lack of mental capacity in the Matter of the Estate of Muriel Donaldson reported at 956 NYS2d…
  • Apr 4

    Adjournment Of 1404 Examination Extends Time To File Objection

    Adjournment Of 1404 Examination Extends Time To File Objection
    The Supreme Court's Appellate Division has affirmed an order issued by Nassau County Surrogate Edward McCarty in the Matter of Palma A. Pascale 102 AD 3rd 796 which granted objectant's motion to compel production of certain documents…
Rank this Week: 1084

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • May 3

    Texas Supreme Court enforces arbitration clause in a trust

    Texas Supreme Court enforces arbitration clause in a trust
    Today, the Texas Supreme Court released an anticipated opinion in Rachal v. Reitz. In the opinion, the Court upheld an arbitration clause in a trust dispute, requiring the trust beneficiaries to bring their claims against the trustee in…
  • May 2

    Oil and gas royalties and estate disputes in Texa

    Oil and gas royalties and estate disputes in Texa
    The importance of oil and gas interests to Texans is nothing new. But the shale boom has brought about a renaissance in exploration and production, and a great influx of wealth to many Texas families. This boom is highlighted in...
  • Apr 15

    An Executor Can be Removed for a Conflict of Interest

    An Executor Can be Removed for a Conflict of Interest
    Back in June of 2009, I posted about a Texas Supreme Court case regarding the removal of an executor. In that case, Kappus v. Kappus, the Texas Supreme Court held that an alleged conflict of interest was not a sufficient...
Rank this Week: 1171

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

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

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

    A Faulty Settlement and Some Buyer's Remorse

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

    Some Tips on Paying Estate Debt

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

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 1200

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/
  • May 1

    My Interview on the Shalom Show

    My Interview on the Shalom Show
    Below is my interview with the Shalom Show, a Jewish public affairs cable show that is on tv nationwide.        
  • Apr 30

    Man dies with $40 million, no will, and no heir

    Man dies with $40 million, no will, and no heir
    Today’s crazy estate planning story comes form the New York Times, He Left a Fortune, to No One. Roman Blum died in New York last year at 97 years old. He was a Holocaust survivor and a successful real estate developer worth over $40…
  • Mar 5

    Both Attorneys and Courts are Tired of Financial Institutions’ Refusal to Accept Powers of Attorney

    Both Attorneys and Courts are Tired of Financial Institutions’ Refusal to Accept Powers of Attorney
    Banks Often Refuse to Accept Powers of Attorney One of the things that’s becoming more and more frustrating for trusts and estates lawyers in Florida is the refusal of banks and other financial institutions to accept properly drafted…
Rank this Week: 1267

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

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

    Probate Court Discusses Hold Over Proceeding

    Probate Court Discusses Hold Over Proceeding
    In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. Upon the papers filed in support of the motion and the papers filed in opposition, the court consequently…
  • Jan 24

    Petitioner Questions Validity of Will

    Petitioner Questions Validity of Will
    In a will contest probate proceeding, the appellant woman appeals from a decree of the Surrogate's Court which as granted the motion of the petitioner, Public Administrator of Kings County, for summary judgment dismissing her objections to…
  • Jan 24

    Landlord Commences Nonpayment Summary Proceeding Against Tenant

    Landlord Commences Nonpayment Summary Proceeding Against Tenant
    In a court proceeding, a complainant filed a motion to stay pending the determination of an appeal from an order of the civil court. New York Probate Lawyers said that upon the papers filed in support of the motion and the papers filed in…
Rank this Week: 1295

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

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

    Using Undue Influence to Overturn a California Trust or Will

    Using Undue Influence to Overturn a California Trust or Will
    Partner Stewart Albertson discusses the concept of undue influence in overturning a California Trust or Will.  You can read our other posts (and see our other videos) on undue influence here.   To our email subscribers: click on…
  • May 7

    Time to Make Amend...ments.

    Time to Make Amend...ments.
    Keith Davidson discusses how to amend your California Trust. For our email subscribers: click on the title link to view this video on our website.
  • May 1

    The Mystery of California No-Contest Clause

    The Mystery of California No-Contest Clause
    Stewart Albertson de-mystifies California No-Contest clauses. For our email subscribers: click on the title link to view this video on our website.
Rank this Week: 1302

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jun 6

    When Is A Power of Appointment Used?

    When Is A Power of Appointment Used?
    Generally a power of apointment is used in estate planning.  For example, a donor may want to give authority to a fiduciary/donee to apoint assets in the fiduciary/donee's discretion to an incapacitated beneficiary.  A power of appointment…
  • Jun 5

    Power of Appointment Type

    Power of Appointment Type
    There are two types of powers of appointment:  a general power of appointment and a limited (special) power of appointment.  Each of these types of powers carries different and significant tax implications.General Power of Appointment:
  • Jun 4

    Power of Appointment

    Power of Appointment
    Parties involved with a power of appointment are:"Donor" is the person who creates a power of appointment.  The donor is usually the owner of rights, assets, or items being ultimately appointed by the donee."Donee" or "holder" refers to the…
Rank this Week: 1353

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
  • May 15

    In Memory of Jake

    In Memory of Jake
    My family experienced the full spectrum of emotions last week. We started the week celebrating my brother’s wedding, and ended it grieving the death of my father-in-law, Jake Combs, from a sudden and unexpected illness. Although Jake…
  • May 8

    You’ve Signed Your Estate Planning Documents — Now What?

    You’ve Signed Your Estate Planning Documents — Now What?
    Once you’ve signed your estate planning documents—your will, powers of attorney and other important paperwork—you’re more prepared than most Americans. However, you’re not out of the woods yet. You need to make…
  • May 1

    Three Dangerous Consequences of Putting Off Estate Planning

    Three Dangerous Consequences of Putting Off Estate Planning
    Any attorney can tell you it’s best to create your will while you’re healthy and in full command of all your resources. Unfortunately, though, some people just let time slip by. You need to know that putting off your estate…
Rank this Week: 1382

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

Focuses on estate planning, probate and corporation law in Massachusetts. By David E. Peterson.

http://blog.deplawfirm.com/
  • Apr 30

    Choosing Fiduciaries: Two Schools of Thought

    Choosing Fiduciaries: Two Schools of Thought
    By its very nature, much of the administration of an estate plan takes place upon the creator’s death or incapacity. For that reason, selecting the proper persons to serve as fiduciaries is arguably the most important decision that one…
  • Mar 11

    Law Office of David E. Peterson Major Website Redesign Launched

    Law Office of David E. Peterson Major Website Redesign Launched
    I’m proud to announce that I’ve just launched a major redesign of the official website of the Law Office of David E. Peterson. The website is the product of countless hours of work. I’d especially like to thank my wife, Dan…
  • Feb 5

    What Is A Medicaid Trust?

    What Is A Medicaid Trust?
    If you listen to talk radio, then there’s a good chance that you’ve heard an advertisement from a law firm preaching the benefits of Medicaid Trusts. They are a great option for many families, especially for the late-middle-aged,…
Rank this Week: 1390

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/
  • May 18

    Tax Benefits of a Charitable Remainder Trust

    Tax Benefits of a Charitable Remainder Trust
    The tax benefit of a charitable remainder trust is that a person can recognize a charitable contribution and still receive income on their assets during their lifetime. The person who sets up the trust has control over how long they receive…
  • May 16

    Differences Between a Long Island Executor vs. Trustee

    Differences Between a Long Island Executor vs. Trustee
    A Long Island testator names the executor in the testator’s will. An estate executor, administrator or personal representative of a Long Island estate is in charge of managing and distributing the estate assets. This includes the duties…
  • Apr 30

    How Do I Settle a Long Island Estate?

    How Do I Settle a Long Island Estate?
    A Long Island estate can be settled without filing a formal accounting with the Nassau County or Suffolk County Surrogate’s Court if the parties to the estate agree to an informal accounting instead. An informal accounting avoids the…
Rank this Week: 1449

Murphy's Law Blog

Murphy's Law Blog

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

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

    May Is Elder Law Education Month

    May Is Elder Law Education Month
    The Massachusetts Bar Association and the Massachusetts Chapter of the National Academy of Elder Law Attorneys have joined together to sponsor “Taking Control of Your Future: A Legal Checkup.” Qualified attorneys will be giving…
  • May 12

    College Students Need “Estate Planning” Document

    College Students Need “Estate Planning” Document
    Estate planning is not the first thought most parents have when their child is accepted to college. But it should be addressed before your child goes off to school. Once your child turns 18, they are no longer a minor.  … Continue…
  • Dec 2

    Granny Pods: An Alternative To A Nursing Home?

    Granny Pods: An Alternative To A Nursing Home?
     Officially called a MEDCottage, these are modular units that can be placed in a family members yard and may be an alternative to nursing home placement. The company that manufacturers them, N2Care, says their mission is to…
Rank this Week: 1459

Estate Planning, Explained

Estate Planning, Explained

By One Point One Legal, PLC.

http://www.onepointonelegal.com/category/blog/wills-trusts-and-taxes/
  • May 13

    Resigning as Trustee

    Resigning as Trustee
    Many people seem to think of being a trustee as being like having a job: a trustee has responsibilities to fulfill and gets paid (sometimes). But, in many ways, being a trustee is nothing like having a job. The differencedirect lender payday…
  • Apr 24

    Funding: How to Get Stuff into Your Trust

    Funding: How to Get Stuff into Your Trust
    “Funding” a trust is what estate planning lawyers call the process of getting your assets into the trust. Trust vs. Trustee When we say we want to transfer something to your trust, what we really mean is we want toFunding: How to…
  • Mar 26

    The Affordable Estate Plan Experiment

    The Affordable Estate Plan Experiment
    Since we opened in 2011, we’ve had a number of clients who didn’t really need or want all of the customization and attorney time we offer in our traditional estate planning process, as well as a few who just weren’t…
Rank this Week: 1525

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: 1685

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/
  • May 9

    Probate and Trust Administration Top Post

    Probate and Trust Administration Top Post
     The other day I was looking through all the stats on the blog, to see the most popular posts.  In first place is What happens when someone dies without a will?  with 1550 views.  If you liked that one, check the …
  • Apr 18

    What Happens when a Person Dies with an Ambiguous Will?

    What Happens when a Person Dies with an Ambiguous Will?
    I have been posting lately on the various issue and challenges raised by probate and trust litigation.  Now, just to be clear, "litigation" means an actual filing in a Court of law.   But what of something that rises to the…
  • Apr 9

    Litigation in the Probate Courts Part II, How Long Does it Take?

    Litigation in the Probate Courts Part II, How Long Does it Take?
    In the first installment of this series of posts, we talked about the general aspects of probate litigation, and what to expect if you find yourself involved in a case.  In this post I will talk about how long each phase of a case…
Rank this Week: 1755

Estate of Confusion

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://blogs.forbes.com/hanisarji/
Rank this Week: 1739

California Tax Attorney Blog

California Tax Attorney Blog

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

http://www.californiataxattorneyblog.com/
  • Dec 29

    Gifts Made By Personal Check

    Gifts Made By Personal Check
    A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
  • Nov 22

    Tax Humor

    Tax Humor
    A tax loophole is "something that benefits the other guy. If it benefits you, it is tax reform.'' — Russell B. Long, U.S. Senator “People who complain about taxes can be divided into two classes: men and women.” — Unknown "Like…
  • Nov 20

    How Good Is Your Attorney?

    How Good Is Your Attorney?
    Martindale-Hubbell Peer Review Ratings just came out with it's rating of me. I have been honored with an "AV Preeminent" rating which is a significant rating accomplishment- a testament to the fact that a lawyer's peers rank him or her at the…
Rank this Week: 1765

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers news and commentary on trusts, probate, elder law, and estate planning. Published by Michigan Estate Planning Attorneys, Witzke Berry PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • Nov 17

    Why You Need to Put Your Living Together Agreement in Writing

    Why You Need to Put Your Living Together Agreement in Writing
    A world of legal problems can be avoided if you put your living together agreement in writing. A written contract identifying who owns what is the only way to protect yourself and honor your collective intentions — whether you want to keep…
  • Nov 17

    Living Together and Cohabitation Agreement

    Living Together and Cohabitation Agreement
    In the event of death or breakup without a cohabitation agreement, you and your partner may be treated as legal strangers. If you have chosen cohabitation over marriage – you aren’t alone. Cohabitation between married partners has…
  • Nov 2

    Who Needs a Living Together Contract?

    Who Needs a Living Together Contract?
    While living together contracts are sometimes made to protect each partner in the event of a breakup, more commonly, couples enter into them to communicate their needs and expectations, define their rights, and enhance one or both partners’…
Rank this Week: 1835

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/
Rank this Week: 1880

New York Probate Lawyer Blog

New York Probate Lawyer Blog

Published By Jules Martin Haas, Attorney at Law

http://www.newyorkprobatelawyerblog.com/
  • May 8

    New York Executors Must Be Eligible To Be Appointed by the Court

    New York Executors Must Be Eligible To Be Appointed by the Court
    The selection or nomination of an Executor or Trustee is one of the most important decisions made by the creator of a Last Will or Trust. No matter how precise and formulated an Estate Plan may be, the selection of a person as Executor who…
  • May 1

    New York Issues Regarding Kinship and Domicile Are Always Important

    New York Issues Regarding Kinship and Domicile Are Always Important
    The New York Probate Lawyer Blog has provided a number of posts regarding the importance of determining kinship in estate proceedings. Other posts have discussed the necessity of determining a person's domicile in estate matters. This blog…
  • Apr 24

    New York Wills May Contain Trusts That Require a Trustee's Use of Discretionary Power

    New York Wills May Contain Trusts That Require a Trustee's Use of Discretionary Power
    New York Estate Planning can involve many different issues and considerations. The New York Probate Lawyer Blog contains many posts discussing the need for Estate Planning papers such as a Last Will, Living Will, Health Care Proxy and Living…
Rank this Week: 1926

Kellen Bryant's Law Blog

Kellen Bryant's Law Blog

Covers Florida estate planning, probate, and construction law issues.

http://kellenbryantlaw.wordpress.com
  • Jul 3

    How to Start Estate Planning Conversations with Your Aging Parent

    How to Start Estate Planning Conversations with Your Aging Parent
    There are several aspects of estate planning in Florida that are less than fun, and that means that a lot of people choose to put the process off indefinitely.  There’s the need to gather a lot of documentation together, pay for an estate…
  • May 29

    10 Costly Application Mistakes that Delay VA Improved Pension with Aid and Attendance Approval

    10 Costly Application Mistakes that Delay VA Improved Pension with Aid and Attendance Approval
      As easy as it may appear on first sight through their online portal, applying for VA Aid and Attendance is not easy as sending the online form.  Here are mistakes that will cost you when completing your application.     Costly…
  • Apr 25

    37 Types of Trusts Used to Protect Assets from Creditors, the Government, and other Predator

    37 Types of Trusts Used to Protect Assets from Creditors, the Government, and other Predator
    Used in estate planning, elder care planning, and other forms of financial management, trusts can provide protection from taxation as well as clear control of the dispensation of assets after someone dies.  With a wide variety of protections…
Rank this Week: 1948

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

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

http://www.palmspringsestateplanninglawyerblog.com/
  • May 13

    Estate Planning for High School Graduate

    Estate Planning for High School Graduate
    As La Quinta probate attorneys, we have many clients with children in high school or college. In the wake of graduation season, it is important to note that even 18 year olds needs some type of estate planning. We recommend the…
  • Apr 22

    Why You Should Not Hold Property in Joint Tenancy with Your Children

    Why You Should Not Hold Property in Joint Tenancy with Your Children
    Our Palm Springs Estate Planning attorneys have clients who frequently ask about putting their children's name on their real property deed. The assumption is that this will avoid probate and will also avoid the necessity for a living trust or…
  • Apr 1

    Palm Springs Trust Attorney Explains the Impact of DOMA on Estate Planning

    Palm Springs Trust Attorney Explains the Impact of DOMA on Estate Planning
    The Supreme Court heard arguments last week regarding the constitutionality of the Defense of Marriage Act (DOMA). The legal arguments focused primarily on the 10th amendment and the freedom of individual states to choose how to define…
Rank this Week: 1971

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • May 15

    The Rights of the Alleged Incapacitated Person

    The Rights of the Alleged Incapacitated Person
    The path to a guardianship begins with a petition to determine incapacity. Next, there is an examination of the alleged incapacitated person by a three-person examining committee. Finally, there is a hearing on the matter where there must…
  • May 8

    Removing a Non-Tenant from Estate-Owned Property

    Removing a Non-Tenant from Estate-Owned Property
    What happens when someone is illegally living in estate owned property and will not leave? Easy. Evict them. Right? Yes, if the person is a tenant of the property and the estate is the landlord. Eviction actions arise out of disputes…
  • May 1

    Examining Committee – Rights in Guardianship Case

    Examining Committee – Rights in Guardianship Case
    When the mental faculties of a person come into question, the court can be petitioned to implement a guardianship. Courts, generally, view this as a last resort when there is no viable alternative. Guardianships can be limited in their…
Rank this Week: 2027

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Mar 27

    Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

    Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013
    Nuts & Bolts of Elder Law & Estate Administration Seminar       Wed, May 6, 2013  5:00 PM - 9:00 PMNJ Law Center 1 Constitution Sq. New Brunswick, NJ 08901     Elder law continues to…
  • Jan 31

    2013 update Wills and Estate Planning Seminar material

    2013 update Wills and Estate Planning Seminar material
    2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of…
  • Dec 10

    2013 update Wills and Estate Planning- Seminar

    2013 update Wills and Estate Planning- Seminar
    2013 update Wills and Estate Planning- Seminar                              Wednesday January 16,…
Rank this Week: 2148

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: 2164

Andrew Ewalt's Law Blog

Andrew Ewalt's Law Blog

Covers business law and planning, elder law, estate planning, probate and estate administration, and real estate.

http://andrewewaltslawblog.blogs.com/my_weblog/
  • May 11

    Living Will

    Living Will
    So what is a living will exactly? It is a legal document that directs your physician to discontinue life-sustaining procedures (cardiopulmonary, artificial respiration and artificial hydration and/or nutrition) if you are in a terminal…
  • Mar 11

    Protection For Key Employee

    Protection For Key Employee
    The business world can be very competitive. One of the worst things that can happen to a business is to lose a key employee.  That is why it is important to consider options for protecting your key employees. What if a business owner or key…
  • Mar 9

    Title Insurance Pros and Con

    Title Insurance Pros and Con
    During a recent real estate closing I was asked whether “title” insurance was necessary (for those of you who are unfamiliar, title insurance is a form of insurance that guarantees that no other individuals can claim an interest in your…
Rank this Week: 2272

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

http://texaslawyer.blogspot.com/
  • Nov 21

    The End of the Blog

    The End of the Blog
    This is the last post for the Texas Estate Planning and Probate Law blog. I did my best to try and keep it up, but just found it too difficult to update on a regular basis. In addition, I am leaving the practice of law as of the end of…
  • Nov 1

    Unlimited Charitable Gifts Through the End of 2005

    Unlimited Charitable Gifts Through the End of 2005
    The Hurricane Katrina Emergency Tax Relief Act (KETRA) allows unlimited gifts to charity up to a donor's total income until the end of 2005. This provision also permits unlimited IRA withdrawals and gifts to charity. Under Sec. 301(b)(1)(A),…
  • Oct 2

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 2246

Los Angeles Probate Litigation…

Los Angeles Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Apr 26

    Conservatorship of Zsa Zsa Gabor

    Conservatorship of Zsa Zsa Gabor
    Update to a post from 2012 concerning the Conservatorship of Zsa Zsa Gabor. Previously, Gabor's only child, 64-year-old Constance Francesca Hilton, asked a California court to establish a conservatorship to mange her mother's care and…
  • Apr 11

    Lunch with The Probate Judges ~ Trust & Estates Section

    Lunch with The Probate Judges ~ Trust & Estates Section
    Firm partner, Yasha Bronshteyn was in attendance at The Beverly Hills Bar Association sponsored Lunch with the Probate Judges on March 19, 2013, at Lawry's in Beverly Hills. Supervising Judge Mitchell L. Beckloff, Judge Reva G. Goetz, Judge…
  • Mar 20

    Report Predicts Alzheimer's, Other Dementia to Double by 2050

    Report Predicts Alzheimer's, Other Dementia to Double by 2050
    Dementia, whether spurred by Alzheimer's disease or other causes, is becoming an ever-increasing issue. With studies and forecasts universally predicting a continued dramatic rise in the occurrence of dementia in the decades ahead, the number…
Rank this Week: 2441

Georgia Wills and Probate Law Blog

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/
Rank this Week: 2462

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

Covers Ohio estate planning, trust and probate law. By Bradley B. Wrightsel.

http://wrightsel.blogspot.com/
  • Jan 2

    Avoiding the Fiscal Cliff – Estate Taxe

    Avoiding the Fiscal Cliff – Estate Taxe
    With the Senate tax bill passing the House, it is expected that it will be signed into law. It does not appear that there was a lot of focus on the estate tax. Considering that most tax revenue is generated by the income tax, it is not…
  • Jun 13

    Columbus Bar Association 2012 Annual Meeting

    Columbus Bar Association 2012 Annual Meeting
    This Friday, June 15, at noon is the Annual Meeting of the Columbus Bar Association (CBA). Current CBA President, David Bloomfield will preside and be sworn in as Immediate-Past President. Brad Wrightsel will be sworn in as President, and…
  • Sep 16

    Charitable Lead Trusts Revisited

    Charitable Lead Trusts Revisited
    Who is an ideal candidate for a Charitable Lead Trust (CLT)? First and foremost, the person must be charitably-inclined. Another obvious factor is that the person has wealth. I mean wealthy from the standpoint that the person does not need…
Rank this Week: 2538

Fiduciary Folio

Fiduciary Folio

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

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html
  • Oct 11

    He had a power of attorney; there's nothing I can do . . . 

    He had a power of attorney; there's nothing I can do . . . 
     . . . or is there?Often, a child or close friend of an elderly person will be granted a power of attorney to help the elder handle her financial affairs. Such power of attorney is usually quite broad, granting the trusted agent the…
  • Mar 26

    Posthumous marriage and the pre-pre-nuptial agreement

    Posthumous marriage and the pre-pre-nuptial agreement
    Imagine that, instead of wedding billionaire Howard Marshall, Anna Nicole Smith had merely gotten engaged to him. Marshall, being as he was sixty years Smith's elder, then predeceases her, and Smith requests a posthumous wedding. 
  • Mar 9

    Estate tax trap for non-citizen

    Estate tax trap for non-citizen
    As Alpharetta, Georgia, probate attorneys at the Tieger Law Center rightly report this week, estate taxes can be devastating to non-US citizens. 
Rank this Week: 2686

Finding your Way through the Law

Finding your Way through the Law

Covers Arizona estate planning, probate, trust administration, business planning, elder law and special needs law. By Robert Michael Way.

http://azestateplanning.wordpress.com
  • Dec 27

    Catholic Estate Planning and End-of-Life Planning – Avvo.com

    Catholic Estate Planning and End-of-Life Planning – Avvo.com
    Catholic Estate Planning and End-of-Life Planning – Avvo.com.
  • Nov 18

    Ribbon Cutting Ceremony for The Way Law Firm, P.C.

    Ribbon Cutting Ceremony for The Way Law Firm, P.C.
    We are now preparing for the Ribbon Cutting Ceremony at The Way Law Firm, P.C., (www.wayfirm.com) on December 7, 2010, at 9:00 am sponsored by the Tucson Metropolitan Chamber of Commerce.  What a day to open a new practice with it being the…
  • Oct 5

    Finding Your Way Through the Law

    Finding Your Way Through the Law
    You may notice that this blog’s name has changed to “Following the Way” — and there is good reason for that.  Within the last week, The Way Law Firm, P.C., has opened its doors for business at 1990 N. Kolb Road, Tucson, Arizona. …
Rank this Week: 2646

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Oct 29

    The World’s Well Heeled Pet

    The World’s Well Heeled Pet
    There are some good and bad things about human nature, but without question one of the best ones is the relationship that we have with our pets. Though people sometimes own exotic pets, dogs and cats are the most common four-legged family…
  • Oct 26

    Uncertainty Fuels Procrastination

    Uncertainty Fuels Procrastination
    It is no secret that a lot of people procrastinate when it comes to estate planning. The last thing that the procrastinators need is yet another reason to put things off, but in fact the uncertainty surrounding the estate tax parameters at…
  • Oct 24

    Your 401(k) After A Layoff

    Your 401(k) After A Layoff
    Far too many people are not properly prepared for retirement from a financial perspective, and many find that they are not in a position to retire when they reach their full retirement age as defined by the Social Security Administration. To…
Rank this Week: 2724