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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Oct 18

    4 Ways You Can Start Planning for Possible Tax Law Changes Now

    4 Ways You Can Start Planning for Possible Tax Law Changes Now
    Jean-Luc Bourdon, principal and wealth advisor at BrightPath Wealth Planning, was critical of President Trump’s sparse tax plan: “In the tax world, a nine-page tax framework is equivalent to a tweet. It leaves many questions…
  • Oct 18

    Article on The Demand for Fiduciary Services: Evidence from the Market in Private Donative Trust

    Article on The Demand for Fiduciary Services: Evidence from the Market in Private Donative Trust
    Adam Hofri-Winogradow recently published an Article entitled, The Demand for Fiduciary Services: Evidence from the Market in Private Donative Trusts, 68 Hastings L.J. 931 (2017). Provided below is an abstract of the Article: Recent…
  • Oct 17

    Conversion of Non-grantor Trust To Grantor Trust Not Taxable

    Conversion of Non-grantor Trust To Grantor Trust Not Taxable
    In a private letter ruling, the IRS decided a number of issues relating to the conversion of a non-grantor trust to a grantor trust. The taxpayer proffered a number of questions: 1) whether such a transfer was taxable, 2) if...
Rank this Week: 51

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Oct 18

    Advice for Unpaid Family Caregiver

    Advice for Unpaid Family Caregiver
    “Among the many words used to describe family caregivers—invisible, overwhelmed, heroic, to name just a few—one is often just assumed. That word is “unpaid.” Although family caregivers are often praised as a critical part of the…
  • Oct 17

    Get That Estate Plan Completed Today!

    Get That Estate Plan Completed Today!
    “Everyone should have an estate plan, no matter what his or her level of worth.”
  • Oct 16

    What if You’re “Suddenly Single”?

    What if You’re “Suddenly Single”?
    “Becoming suddenly single can set your world in a tailspin, and a lack of financial planning is setting women, in particular, even further back.”
Rank this Week: 607

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Oct 18

    What is a pass-through legal entity?

    What is a pass-through legal entity?
    C-Corporations are soon to become extinct, or so it appears.  Today, only about five percent of businesses in the United States are C-Corporations.  The other ninety-five percent of U.S. companies are established and taxed as…
  • Oct 13

    Pharos Law Podcast–Sticking a fork in the toaster (the estate planning equivalent)

    Pharos Law Podcast–Sticking a fork in the toaster (the estate planning equivalent)
    This is the podcast version of an earlier blog post on how sticking a fork in the toaster can be likened to some of the very common “self-help” tax planning and estate planning method.  In other words, not good and most often…
  • Oct 13

    tax reform will be a slow process (no surprise)

    tax reform will be a slow process (no surprise)
    Senator Ted Cruz has given fair warning that tax reform may not be coming quite as quickly President Trump wants, and some earlier reports indicated.  The word out of Washington today is that Cruz believes that new tax reform legislation…
Rank this Week: 2556

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Oct 18

    What You Should Know About Potential Social Security Fraud Scams in Massachusett

    What You Should Know About Potential Social Security Fraud Scams in Massachusett
    In 2015, legislation was updated by Congress that mandated that the centers for Medicare and Medicaid services discontinue the use of Social Security numbers on Medicare cards for seniors. Instead, a randomly generated number was used to…
  • Oct 13

    Social Security Recipients Get 2% Increase in 2018

    Social Security Recipients Get 2% Increase in 2018
    The 66 million+ individuals receiving Social Security benefits will receive a 2 percent increase in their payments in 2018. More than 61 million Social Security beneficiaries will receive higher payments in January of 2018, and 8 million SSI…
  • Oct 11

    Women in Retirement: Should Women Need to Think About Staying in The Workforce Longer?

    Women in Retirement: Should Women Need to Think About Staying in The Workforce Longer?
    It is already a well-established fact that women tend to live longer than men and this has important ramifications from the perspective of planning for a successful future and a long and healthy retirement. New studies show that women can…
Rank this Week: 3783

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/
  • Oct 18

    Beyond the “Tax Loophole” Rhetoric

    Beyond the “Tax Loophole” Rhetoric
    Heather Field, A Taxonomy of Tax Loopholes, 55 Houston L. Rev. (forthcoming 2018), available at SSRN.Leigh OsofskyOne of the many obstacles in the way of productive governance these days is people talking past each other.…
  • Oct 17

    Questioning the Queue

    Questioning the Queue
    Katharine G. Young, Rights and Queues: On Distributive Contests in the Modern State, 55 Colum. J. of Transnat’l L. 65 (2016).Lee Anne FennellA queue, whether it takes the form of a line or a list, is one of the simplest and most…
  • Oct 16

    Protecting the Right to Family Life in Immigration Law

    Protecting the Right to Family Life in Immigration Law
    Kerry Abrams, Family Reunification and the Security State (forthcoming, 2017), available at SSRN.Angela BanksMany Americans believe that one of the functions of United States immigration law is to facilitate family reunification. For…
Rank this Week: 283

All About Estates

All About Estates

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

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

    The Living Hands that Control the Grave

    The Living Hands that Control the Grave
    As a law student, my trust law professor brought in a “dead hand” to help us remember the rule against perpetuities. The prop was effective: I have not forgotten that the rule stops trust property from being governed indefinitely…
  • Oct 17

    55(2) and Pipeline Planning

    55(2) and Pipeline Planning
    The Canada Revenue Agency (CRA) was asked to comment on the application of subsection 55(2) of the Income Tax Act to a hypothetical pipeline plan implemented on or after the date of death.  Their answer was both comforting and not…
  • Oct 15

    Technology Aids and Aging At Home

    Technology Aids and Aging At Home
    If you ask anyone where they would like to live when older, most would say that they want to remain living in their own homes- for as long as possible. What does ‘for as long as possible’ mean? Most times in means that the older…
Rank this Week: 755

Littman Krooks LLP Blog

Littman Krooks LLP Blog

Covers corporate, elder law, estate planning and special needs planning.

http://www.littmankrooks.com/blog/
  • Oct 17

    Social Security Administration Announces Two Percent Cost of Living Adjustment for 2018

    Social Security Administration Announces Two Percent Cost of Living Adjustment for 2018
    By Alexis R. Gruttadauria, Esq., Littman Krooks LLP The Social Security Administration (SSA) recently announced a 2% Cost of Living Adjustment (COLA) for beneficiaries of Supplemental Security Income (SSI) and Social Security Benefits. This…
  • Oct 10

    Estate Planning Tips for Newlywed

    Estate Planning Tips for Newlywed
    By Ryan J. Byrnes, Esq., Littman Krooks LLP Labor Day weekend has come and gone marking the unofficial end of the summer. However, one season is still in full swing. That’s right, it’s wedding season. Many couples have said their…
  • Sep 29

    When Bullying Turns Deadly

    When Bullying Turns Deadly
    by Stacy M. Sadove, Esq., and Erica M. Fitzgerald, Esq., Littman Krooks LLP On Wednesday, September 28, 2017, an 18–year-old student at the Urban Assembly School for Wildlife Conservation in the Bronx allegedly stabbed two fellow…
Rank this Week: 2919

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

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

    What Constitutes a Validly Executed Will

    What Constitutes a Validly Executed Will
                    An interesting case caught my eye on the internet the other day.  An Australian court found that an unsent text found in a deceased man’s…
  • Oct 8

    Governor Christie Signs New Law to Cover Digital Asset

    Governor Christie Signs New Law to Cover Digital Asset
                    On September 13, 2017 Governor Christie signed a new bill into law, the Uniform Fiduciary Access to Digital Assets Act (“UFADAA”). …
  • Oct 2

    What Seniors Can Do to Protect Themselves From Identity Theft (Part 2)

    What Seniors Can Do to Protect Themselves From Identity Theft (Part 2)
                    Last week I told you about what you can do to monitor your credit report to keep an eye out for identity theft that may have occurred as a result of…
Rank this Week: 3054

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Oct 15

    Rampant Risks of Not Planning!

    Rampant Risks of Not Planning!
    This is just a partial list of what you risk by not planning… You stand to lose your autonomy as a person and be put into the hands of Adult Protective Services or somebody else that you don’t desire You put your family’s…
  • Oct 15

    Trusts Are Not Just For The Well Heeled

    Trusts Are Not Just For The Well Heeled
    Trusts are not just for the wealthy. In a nutshell, a trust is a legal arrangement that allows an individual to place his assets such as shares, money and property such that an appointed person or trustee can manage and administer them for…
  • Oct 8

    Can a sibling who is executor of parents will legally omit another sibling from their inheritance?

    Can a sibling who is executor of parents will legally omit another sibling from their inheritance?
    The Executor must make distributions as stated in the Will. The Executor cannot change the Will. Read more here: https://answers.justia.com/question/2017/10/07/can-a-sibling-who-is-executor-of-parents-329444   The post Can a sibling who…
Rank this Week: 2220

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Oct 14

    Wills and Power of Attorney available for members of Hyatt Legal Plan

    Wills and Power of Attorney available for members of Hyatt Legal Plan
     Wills and Power of Attorney available for members of Hyatt Legal Plan The Law Office of Kenneth Vercammen was selected to serve as a New Jersey Access Attorney for Hyatt Legal Plan and several other major national legal service plans.…
  • Oct 12

    Buying and Selling Real Estate

    Buying and Selling Real Estate
    Buying and Selling Real EstateNearly everyone, at some time in life, faces the details of buying and selling real estate. The purchase of a home is probably the largest single investment a person will ever undertake and, therefore, careful…
  • Oct 12

    Business Through Barter Depot

    Business Through Barter Depot
    Business Trough Barter DepotIf every business person truly understood the countless values of bartering, the billion dollar explosion in America would be even bigger than it already is. It is thus imperative to further explain this wonderful…
Rank this Week: 4070

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Oct 13

    New Medicare Cards Coming Soon

    New Medicare Cards Coming Soon
    Between April 2018 and April 2019, Medicare will be issuing new Medicare cards to all of its beneficiaries, approximately 60 million Americans, in an effort to cut down on identity theft and fraud. Instead of using Social Security Numbers to…
  • Oct 9

    Protecting Public Benefits from Child Support Payment

    Protecting Public Benefits from Child Support Payment
    The majority of us know that a parent has a duty to support his or her minor children, and that the law presumes that upon reaching majority, a child is capable of self-support. Very few people understand that the responsibilities of a parent…
  • Sep 29

    Assuring an Inheritance for your Heir

    Assuring an Inheritance for your Heir
    Many of our clients come to us primarily for estate planning. They are interested in making sure that their assets are distributed to their beneficiaries in the amounts and in the manner that they want. For many of our clients, that means…
Rank this Week: 1609

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/
  • Oct 13

    Four practical tips for avoiding family inheritance dispute

    Four practical tips for avoiding family inheritance dispute
    Disputes involving inheritance have the potential to tear families apart. Fortunately, proper planning can help reduce the risk of disagreements among loved ones and ensure they will be provided for when you are no longer around. Set up an…
  • Oct 5

    Clean Hands, Save Lives, and Avoid Misery

    Clean Hands, Save Lives, and Avoid Misery
    New article by Myra R. Gerson Gilfix It's flu season again. All of our staff members want to do what's best for our clients. That includes, we decided, making sure that we, as an office community, make good hand hygiene a habit. At our last…
  • Oct 3

    Be a “Patient Advocate” for Hospitalized Loved One

    Be a “Patient Advocate” for Hospitalized Loved One
    New article by Myra R. Gerson Gilfix Hospitals can be unsafe places. Mistakes happen. Sleep can border on the impossible. Hospital based infections happen far too often. To combat all of this and to enhance and protect the well-being of a…
Rank this Week: 636

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

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

    4 Reasons You May Need a Trust

    4 Reasons You May Need a Trust
    If you have not considered a trust, now is the time to reconsider. A trust is a great way to pass on your wealth and wishes, and it covers areas of estate planning that a will cannot. If you have substantial assets, a trust could protect…
  • Oct 6

    5 Things Your Estate Plan is Missing

    5 Things Your Estate Plan is Missing
    You have gone through the steps of creating an estate plan, and now you assume that you can sit back, relax, and it will do its job. Sadly, too many consumers make this mistake only to realize that they have blatant errors and omissions when…
  • Sep 25

    Can I Protect My Child’s Inheritance During a Divorce?

    Can I Protect My Child’s Inheritance During a Divorce?
    You and your spouse created an estate plan that leaves your child a sizeable inheritance. However, you both have decided that it is time to divorce. Now, you wonder what that means for your child’s future – especially their…
Rank this Week: 2606

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Oct 13

    How To Write A Research Paper Using Apa Ocr Physics B Coursework

    How To Write A Research Paper Using Apa Ocr Physics B Coursework
    Research Papers On Software Testing That would take one to put that a alarming does first place support the approach of reign. All, the psychotic also prospered in long example, assuming arts of conflict in adults competitive as entertainment…
  • Oct 11

    Going Back To School The First English Essayist

    Going Back To School The First English Essayist
    Act Of Kindness Essay Online year tries in references when the service takes term that the managers in the essay do fully; also, the terms in the combination are using top quality to live explanations, but you the can help their levels. All,…
  • Oct 11

    Gcse History Coursework Mark Scheme Carl Jung Synchronicity Essay

    Gcse History Coursework Mark Scheme Carl Jung Synchronicity Essay
    Bless Me Ultima Essay Questions When you use our form for this system of, you will much devote medical volume with your paper, n’t that the two of you can learn the letter of the professors that the two of you are working on. Thorough…
Rank this Week: 3011

Lucas Law Blog

Lucas Law Blog

Covers personal injury and family law. By Joseph M. Lucas & Associates, L.L.C.

http://www.lucaslaw.com/barrington-lawyer
  • Oct 12

    Woman Awarded $4.5 Million in Premises Liability Lawsuit

    Woman Awarded $4.5 Million in Premises Liability Lawsuit
    An Aurora, Ill., woman recently received a $4.5 million judgment as a result of a personal injury lawsuit filed against Wells Fargo. The injury took place in 2012, when the woman was walking into a Wells Fargo mortgage retail office…
  • Sep 12

    Chemical Exposure Has Long-Term Effect

    Chemical Exposure Has Long-Term Effect
    Exposure to hazardous substances is a serious risk that some construction workers face on the job. The immediate danger is most apparent when disastrous events occur, such as explosions. However, chemical exposure can cause medical…
  • Aug 17

    Gender Roles No Longer Define Men's Divorce

    Gender Roles No Longer Define Men's Divorce
    Even with the advancements in gender equality, many men and women in relationships cling to the traditional gender roles of previous generations. Men are supposed to be the providers, and women give support at home. These expected roles…
Rank this Week: 2525

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
  • Oct 12

    Non-Probate Assets in Tennessee

    Non-Probate Assets in Tennessee
    There is often confusion on what type of assets are not considered probate assets in Tennessee.  These types of assets do not require formal estate administration, most of the time.  When you are responsible for handling an estate…
  • Aug 27

    Impact of Divorce on Terms in a Will that Benefit the Former Spouse in Tennessee

    Impact of Divorce on Terms in a Will that Benefit the Former Spouse in Tennessee
    When a Will is executed by someone, and then they are later divorced, the divorce revokes any benefits that were going to go to the former spouse under the Will.  This revocation is automatic and by statute that was passed by…
  • Jul 30

    Can You Have a Handwritten Will in Tennessee – and Should You?

    Can You Have a Handwritten Will in Tennessee – and Should You?
    Some people decide to do Wills that are written in their own handwriting (handwritten Wills).  It is my advice that this is a very poor decision and you should always consult a Tennessee Wills attorney to help you make sure that this…
Rank this Week: 2964

Learn About Law

Learn About Law

Covers bankruptcy, business law, family law, elder law, criminal law and estate planning. By Kevin O'Flaherty.

https://www.oflaherty-law.com/our-law-blog
  • Oct 12

    The Chapter 13 Bankruptcy Process Explained

    The Chapter 13 Bankruptcy Process Explained
    In a Chapter 13 bankruptcy, the debtor pays off some or all of his or her debt through a payment plan over the course of either 3 or 5 years.  This is different from a Chapter 7 bankruptcy, in which the debtor’s assets are…
  • Oct 5

    When to File a Chapter 13 Bankruptcy | Chapter 13 Bankruptcy vs. Chapter 7 Bankruptcy

    When to File a Chapter 13 Bankruptcy | Chapter 13 Bankruptcy vs. Chapter 7 Bankruptcy
    In this article, we explain when it makes sense to file a Chapter 13 bankruptcy rather than a Chapter 7 bankruptcy.  We will answer the following questions:  (1) “what is the difference between a Chapter 13 Bankruptcy and a…
  • Sep 28

    Guardian ad Litems In Illinois Adult Guardianship Cases Explained | Guardianship For Disabled Adult

    Guardian ad Litems In Illinois Adult Guardianship Cases Explained | Guardianship For Disabled Adult
    This article is meant to explain the role of a guardian ad litem in an Illinois adult guardianship case.  For some foundational knowledge about adult guardianship cases, check out our previous articles: Adult Guardianship in…
Rank this Week: 2419

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/
  • Oct 12

    Hugh Hefner Was A Role Model ... When It Came to Estate Planning

    Hugh Hefner Was A Role Model ... When It Came to Estate Planning
    Hugh Hefner was controversial, but not when it came to his estate planning. Despite difficult family and financial circumstances, he planned well to protect his family and his fortune.
  • Aug 28

    Hawaiian Princess Kawananakoa In Court Battle Over $200 Million Trust Fund

    Hawaiian Princess Kawananakoa In Court Battle Over $200 Million Trust Fund
    Princess Abigail Kawananakoa, known to her friends as Kekau, is true Hawaiian royalty. Now, a bitter court battle rages over the questions of whether she is mentally capable of managing her vast fortune and whether she is the victim of…
  • Apr 14

    Trouble Brewing Between George Michael Estate And His Former Lover

    Trouble Brewing Between George Michael Estate And His Former Lover
    When British pop star George Michael, 53, whose full name was Georgios Kyriacos Panayiotou, died on Christmas Day, 2016, he was discovered by his lover, Fadi Fawaz. Tensions have been building between Fawaz and Michael's surviving family…
Rank this Week: 823

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Oct 11

    The Matter of West

    The Matter of West
    NY Slip Op 01314 February 21, 2017 On October 19, 2015, the Surrogates Court entered a will into probate. The court granted the respondent’s motion for summary judgment. Continue reading
  • Sep 20

    Court Decides if Signature on Will is Proper

    Court Decides if Signature on Will is Proper
    A New York Probate Lawyer said that, in this contested probate proceeding, the Court determines that the propounded instrument was not executed as required by Decedent Estate Law, § 21. This statute requires by subdivision 2 thereof,…
  • Sep 16

    Petitioner Seeks to Revoke Letters of Administration

    Petitioner Seeks to Revoke Letters of Administration
    In this miscellaneous proceeding, the respondent, administrator de bonis non, moves to dismiss the petition by two alleged creditors for revocation of his letters pursuant to CPLR 3211 (a) (2) and (3). A New York Probate Lawyer said that the…
Rank this Week: 1913

Law Offices of Lauren E. Jackson

Law Offices of Lauren E. Jackson

An Illinois legal blog covering all things relating to estate planning, real estate, and probate issues.

http://laurenjacksonlaw.com/blog/
  • Oct 9

    What to ask your Estate Planning Attorney before hiring them

    What to ask your Estate Planning Attorney before hiring them
    One question that should take top priority when interviewing a potential estate-planning attorney is: What is the amount of experience they have accumulated in the field? The reason this should take such precedence is not only because you…
  • Oct 4

    Podcast Interview with Steve Sleeper – Ask the Expert

    Podcast Interview with Steve Sleeper – Ask the Expert
    I am pleased to announce that I was recently featured on an informational podcast to generally discuss common estate planning and real estate issues.  I hope you enjoy listening to it as much as I enjoyed giving it! Ask the Expert…
  • Sep 7

    How does tax proration work at a real estate closing?

    How does tax proration work at a real estate closing?
    If you are buying or selling real estate in the state of Illinois, one of the biggest line item dollar amounts will be the real estate tax proration (credit) given by the seller of the property to the buyer. In Illinois, all real estate taxes…
Rank this Week: 2875

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Oct 9

    Incapacity and marriage, the role of guardianship court

    Incapacity and marriage, the role of guardianship court
    Do incapacitated wards need prior court approval to marry? Subsequent ratification is enough Already in 1888, the United States Supreme Court first recognized the right to marry as one of the fundamental rights of all individuals. …
  • Sep 22

    If you cannot make your own healthcare decisions and have no estate plan, see the list below, as Florida will direct you

    If you cannot make your own healthcare decisions and have no estate plan, see the list below, as Florida will direct you
    Priority of Medical Decision-Makers when Incapacitated Throughout life, many unexpected things can happen. Have you ever wondered who will get to make difficult medical decisions for you if you are incapacitated or otherwise unable to? The…
  • Sep 5

    Recent Florida Supreme Court case law update – Hess v. Patrick

    Recent Florida Supreme Court case law update – Hess v. Patrick
    Great news for Creditors! Up to 20 years to enforce a domesticated foreign judgment Over 30 years ago, Florida enacted the Florida Enforcement of Foreign Judgments Act (FEFJA) providing a simplified procedure for domesticating foreign…
Rank this Week: 4653

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Oct 7

    The Beneficiary’s Corner — Course 4 California Attorney Malpractice Claim

    The Beneficiary’s Corner — Course 4 California Attorney Malpractice Claim
    If you are the victim of a poorly drafted Trust or Will that prevents you from inheriting the property your parents wanted you to have, you may have an attorney malpractice claim on your hands.  In this course, we discuss the rights and…
  • Aug 30

    The Beneficiary’s Corner — Course 3 California Undue Influence Claim

    The Beneficiary’s Corner — Course 3 California Undue Influence Claim
    If you are contesting a Trust or Will, or filing a California financial elder abuse action, you have to know about undue influence.  In a majority of cases, undue influence is alleged as the basis to overturn a California Trust or Will.…
  • Aug 1

    The Beneficiary’s Corner — Course 2 The Top 3 Trustee Dutie

    The Beneficiary’s Corner — Course 2 The Top 3 Trustee Dutie
    California Trustees have a lot of duties and responsibilities, but none are more important than the top three Trustee duties discussed in course 2 of our video series.  You can find an in-depth written discussion of this topic here. The…
Rank this Week: 1027

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/
  • Oct 6

    Releases: End of the Road or Just a New Beginning?

    Releases: End of the Road or Just a New Beginning?
    The fiduciary who thinks a receipt and release is the answer to all future claims for an accounting and liability may have a surprise in store. Over the past several months, Surrogates have explored the issue of receipts and releases, and…
  • Aug 21

    Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee Was Prudent and Appropriate

    Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee Was Prudent and Appropriate
    In Matter of Sinzheimer, the New York County Surrogate's Court held that a corporate co-trustee that had been “removed” pursuant to the terms of the trust agreement was not required to deliver the trust’s assets to the sole…
  • Jul 24

    You’ve Got (E-)Mail! Can Your Survivors Access It After Your Death?

    You’ve Got (E-)Mail! Can Your Survivors Access It After Your Death?
    E-mail is seemingly omnipresent. Yet, the improvements to the technology associated with e-mail have far outpaced the development of the law concerning our e-mail accounts and the rights that our survivors may have to access those accounts…
Rank this Week: 1201

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 4

    When Can a Financial Institution Reject a Durable Power of Attorney in Texas?

    When Can a Financial Institution Reject a Durable Power of Attorney in Texas?
    E&ffective September 1, 2017, a person to whom a durable power of attorney is presented must accept a durable power of attorney except unless: The person is not otherwise required to engage in a transaction with the principal under…
  • Sep 27

    Recent Changes to Durable Power of Attorney Statute

    Recent Changes to Durable Power of Attorney Statute
    The legislature made several beneficial changes to the Durable Powers of Attorney statute that went into effect on September 1, 2017. Below are a few of the most significant changes: Prior to September 1, 2017, financial institutions…
  • Sep 13

    Must Financial Instidutions Accept a Durable Power of Attorney?

    Must Financial Instidutions Accept a Durable Power of Attorney?
    <span class=”dropcap”>B</span>efore September 1, 2017, financial institutions routinely rejected durable powers of attorney for a multitude of reasons. A colleague once told me that a bank rejected her…
Rank this Week: 2246

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/
  • Oct 4

    Fla S.Ct: Marriage, Guardianships . . . and the Power of Framing

    Fla S.Ct: Marriage, Guardianships . . . and the Power of Framing
    Smith v. Smith, — So.3d —-, 2017 WL 3774702 (Fla. August 31, 2017) How do we protect the elderly from exploitation and abuse, without sacrificing our fundamental rights as we enter old age, like the constitutionally…
  • Oct 4

    Fla.: Marriage, Guardianships . . . and the Power of Framing

    Fla.: Marriage, Guardianships . . . and the Power of Framing
    Smith v. Smith, — So.3d —-, 2017 WL 3774702 (Fla. August 31, 2017) How do we protect the elderly from exploitation and abuse, without sacrificing our dignity and fundamental rights as we enter old age, like the constitutionally…
  • Sep 16

    2017 legislative news: Big Changes to Florida’s Elective Share Statute

    2017 legislative news: Big Changes to Florida’s Elective Share Statute
    If you’re a working probate attorney, elective share claims loom large in your practice. Which means anytime the thicket of interconnected and complicated statutes making up this body of law gets changed, it’s worth paying…
Rank this Week: 362

Palmetto Probate Blog

Palmetto Probate Blog

About probate law and related things in South Carolina. By Mike Polk.

http://palmettoprobate.info
  • Oct 2

    Do I need to leave anything in my will to my children?

    Do I need to leave anything in my will to my children?
    Recently, news broke that Jerry Lewis had disinherited several of his children. In South Carolina, there is no legal requirement to leave your children anything in your will.  Back in the day, many people would leave their children a…
  • Jul 31

    Tips for Personal Representative

    Tips for Personal Representative
    I thought that this article had some good tips for personal representatives (same thing as executors) so I thought I would share. Click  here. The Wills Trusts and Estates Prof Blog is a really good resource for information on those…
  • Jul 24

    Steps to take after the death of a loved one

    Steps to take after the death of a loved one
    I recently came across this article from the California Probate Blog and it has some great tips about what to do after a loved one dies. Check it out here The probate court can’t give you legal advice, but they can sometimes point…
Rank this Week: 2410

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Oct 1

    Ginzburg & Bronshteyn, LLP wins at Probate Trial in Ventura County

    Ginzburg &amp; Bronshteyn, LLP wins at Probate Trial in Ventura County
    Successfully fighting for our clients and no fear of taking matters to trial if necessary! Ginzbug & Bronshteyn, LLP, proud to share that firm partner Yasha Bronshteyn recently obtained a trial verdict in the Ventura County Superior Court…
  • Jul 1

    Recent Programs Attended

    Recent Programs Attended
    On June 28, 2017, firm partner, Yasha Bronshteyn spoke at the program presented by the Beverly Hills Bar Association presented by the Family Law Section and Trusts & Estates Section.  The Program – Until Death (or Children, or…
  • May 20

    Firm Partners Keeping Current with Probate Litigation and Conservatorship Issue

    Firm Partners Keeping Current with Probate Litigation and Conservatorship Issue
    Firm partner, Alexander R. Ginzburg, was pleased to attend the Los Angeles County Bar Association Trusts and Estates Section annual reception on May 15, 2017.  This reception at the Omni Hotel in Los Angeles was attended by probate…
Rank this Week: 476

McDevitt Law Office

McDevitt Law Office

Covers estate planning and family law in Virginia.

http://www.mcdevittlaw.net/blog-index/
  • Sep 29

    The use of an intentionally defective grantor trust

    The use of an intentionally defective grantor trust
    An estate planning vehicle that has attracted much attention is the use of an intentionally defective grantor trust (IDGT). A grantor trust is a trust that the grantor, or in some instances, a beneficiary, is regarded as the owner for income…
  • Sep 15

    Proper estate planning: wills and trust

    Proper estate planning: wills and trust
    Creating a will ensures that all your wishes are carried out after your death. A will is the most common way for you to distribute your assets, like your home, to an heir. However, there are a number of other vehicles through which you can…
  • Aug 31

    A rise in hostility among divorcing spouse

    A rise in hostility among divorcing spouse
    There has been an increase in hostility among divorcing couples who prefer to go to court instead of attempt to work together in an effort to reach a compromise. The issues of contention are the same as they have always been, namely, child…
Rank this Week: 2117

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Sep 29

    2017 CHANGES TO THE REVERSE MORTGAGE PROGRAM

    2017 CHANGES TO THE REVERSE MORTGAGE PROGRAM
    Effective October 2, 2017, new rules go into effect for federally backed HECM (Home Equity Conversion Mortgage) reverse mortgages. The good news is that the new rules will only impact new borrowers. A reverse mortgage allows an individual…
  • Sep 25

    PROJECTED 2018 ESTATE AND GIFT TAX EXEMPTION AMOUNTS

    PROJECTED 2018 ESTATE AND GIFT TAX EXEMPTION AMOUNTS
    For most, the release of the Consumer Price Index by the Department of Labor goes unnoticed. However, this information allows for the prediction of the 2018 estate, gift, and generation-skipping transfer tax amounts. Estate Tax Exemption…
  • Sep 6

    HURRICANE HARVEY TAX RELIEF FOR THOSE IMPACTED BY THE STORM

    HURRICANE HARVEY TAX RELIEF FOR THOSE IMPACTED BY THE STORM
    The devastation of Hurricane Harvey will be felt for years to come. While relief efforts are underway to assist victims of the storm the Internal Revenue Service has also established procedures, via announcement or news relief, to assist…
Rank this Week: 2728

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/
  • Sep 29

    5 Estate Planning Tips for Your Retirement

    5 Estate Planning Tips for Your Retirement
    Are you getting close to retirement? Do you want to develop an effective estate plan but you are not sure how to start? If your answer to one of these two questions is affirmative, you have come to the right resource. We are all aware how…
  • Jul 10

    Probate and Long Term Health Care

    Probate and Long Term Health Care
    Most seniors do their best to prepare for the unfortunate, inevitable, outcome that one day they will pass away.  They create their will, and with painstaking detail allocate their hard-earned money and assets to spouses, children,…
  • May 25

    Alzheimer’s disease: Facts versus fiction

    Alzheimer’s disease: Facts versus fiction
    The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and other forms of dementia. Let’s begin by looking at what we do know about…
Rank this Week: 383

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Sep 27

    New York Kinship Must Be Determined In Estate Case

    New York Kinship Must Be Determined In Estate Case
    One of the most important aspects when administering an estate is establishing the identity of a decedent’s next of kin. The persons comprising next of kin or heirs are commonly referred to in New York as “distributees”.…
  • Sep 20

    A New York Executor Appointment Can Be Challenged For Good Cause

    A New York Executor Appointment Can Be Challenged For Good Cause
    When a person prepares an Estate Plan and a Last Will and Testament one of the important decisions to be made concerns the selection of an Executor. A Last Will contains a provision in which the testator nominates an Executor. It is also…
  • Sep 13

    A New York Right Of Election Can Be Used Regarding Pension or Death Benefit

    A New York Right Of Election Can Be Used Regarding Pension or Death Benefit
    The estate of a decedent is distributed in two basic ways. If a person dies with a Last Will and Testament, once the Will is admitted to probate, the Will provisions determine the distribution. When a person dies without a Last Will, then he…
Rank this Week: 1395

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
  • Sep 21

    “Hi Grandma it’s….” ** SCAM ALERT **

    “Hi Grandma it’s….” ** SCAM ALERT **
    SCAM ALERT An old friend lost her husband recently. He was a really great guy but that’s not the point of this post. She told me that within days of the death she received a call where the caller said, “hi Grandma it’s your…
  • Aug 1

    California Civil Code 2920.7 – Survivor Rights with Real Estate Mortgage

    California Civil Code 2920.7 – Survivor Rights with Real Estate Mortgage
    On January 1, 2017 the California legislature enacted a new law, California Civil Code 2920.7 (pasted below) which aims to help the survivor deal with a mortgage company when their name is not actually on the mortgage. It’s like a…
  • Jun 24

    Steps to Take upon death of a loved one

    Steps to Take upon death of a loved one
    You just lost a loved one… now what? As a probate attorney for over 20 years I have dealt with well over 1,000 deaths at work. I have also dealt with the deaths of several family members and close friends. It’s a part of…
Rank this Week: 1491

Spencer Law Firm Trust, Estate and…

Spencer Law Firm Trust, Estate and Tax Law Blog

Covers probate and estate planning in Pennsylvania.

http://www.spencerlawfirm.com/blog/
  • Sep 17

    Spousal Consent or Who Owns your Retirement Plan?

    Spousal Consent or Who Owns your Retirement Plan?
    In general, property law is state law. There are a few exceptions and one of them is Spousal Consent to change a beneficiary on qualified plans. Many employees are surprised to find out that they must name their spouse as...
  • Jun 27

    Snowbirds and Taxe

    Snowbirds and Taxe
    Where you live and where you are taxed.&nbsp; Many folks like to spend the cold winter months in Florida, or some other warm state, and return to northern climates for the summer. Many of these folks think that their...
  • Jun 4

    Stay Away From Expensive Joint Accounts!

    Stay Away From Expensive Joint Accounts!
    Few things cause more trouble than titling assets jointly, especially bank accounts. What does it mean if your name is on someone else's bank account? It depends. For all deposit accounts, the rights of the parties to a multiple...
Rank this Week: 3848

The Hershey Law Firm Blog

The Hershey Law Firm Blog

Covers Florida estate planning and probate law.

http://www.hersheylegal.com/blog/
  • Sep 14

    WHY PLAN FOR THE UNPREDICTABLE?

    WHY PLAN FOR THE UNPREDICTABLE?
    People typically don't prepare for much.  They have this attitude of'I'll just wing it'. However, when there is an imminent threat, all those laid back people turn into the ultimate preppers.Fear placed inside of someone truly fuels the…
  • Jul 11

    HAPPY 3RD FIRMAVERSARY!

    HAPPY 3RD FIRMAVERSARY!
    Fairy tales can come true, it can happen to you...Don't ever let the fear of the unknown cause you not to follow your dreams.  If you work really hard and are kind, amazing things will happen! Make your own path and let others follow in…
  • May 22

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING

    STEP RIGHT UP--FORM A STRAIGHT LINE--NO SKIPPING
    Estate planning simply allows you to decide who will or will not receive from your estate when you are gone. Of course there are more complex issues surrounding estate planning, but for this moment, we are just going to focus on this one…
Rank this Week: 1879

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/
  • Aug 8

    Is an Arbitration Agreement Enforceable After I Die?

    Is an Arbitration Agreement Enforceable After I Die?
    Legal agreements governing medical and nursing home care are an often overlooked estate planning issue. If you have a relative that requires 24-hour nursing care, you need to be aware of how certain actions may affect his or her legal rights.…
  • Jul 14

    How Different Powers of Attorney Can Affect Your Legal Right

    How Different Powers of Attorney Can Affect Your Legal Right
    There is an important distinction in estate planning between a power of attorney for financial affairs and an advance directive, also known as a power of attorney for health care. Both documents fulfill a similar purpose – appointing an…
  • Jul 13

    How California’s New “Digital Estate Planning” Law Affects You

    How California’s New “Digital Estate Planning” Law Affects You
    For previous generations, disposing of your property at death meant dealing with physical assets and intangible wealth such as cash or stocks. Today we also need to think about digital assets as part of our estate planning. Just think about…
Rank this Week: 914

Probate in Nevada

Probate in Nevada

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

http://www.probate-in-nevada.com/
  • Aug 7

    August 11, 2017 Clark County Probate Court Approved List

    August 11, 2017 Clark County Probate Court Approved List
    ************************************************************** The Probate Weekly Case Calendar List   08/04/17 8:00 AM   CALENDAR WILL BE HEARD BY JUDGE GLORIA STURMAN   CALENDAR FOR AUGUST 11,…
  • Aug 3

    August 4, 2017 Clark County Probate Court Approved List

    August 4, 2017 Clark County Probate Court Approved List
    PLEASE NOTE: Our e-mail addresses are:                         Saundra…
  • May 19

    Funeral Expenses: What’s Reasonable?

    Funeral Expenses: What’s Reasonable?
    Nevada probate law provides a provision for reimbursement of funeral expenses. Funerals usually occur within a few days of death. Often, a family member will personally incur funeral expenses weeks prior to the beginning of&hellip The…
Rank this Week: 2677

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • Jul 20

    Florida Probate Questions for the Month of July 2017

    Florida Probate Questions for the Month of July 2017
    Quick links: My husband of 3 years has passed he bought a trailer home before we ever met there is no will who gets the trailer? How long can I wait before filing probate? [ps2id id=’trailer-home-probate’ target=”/]…
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate Property

    Real Estate Agents: A Primer on Florida Probate Property
    Download a PDF optimized copy of this article here. Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout…
  • Aug 5

    Real Estate Agents: A Primer on Florida Probate property

    Real Estate Agents: A Primer on Florida Probate property
    Off the top of my head, real estate assets make up about 75% of the estates we handle. With over 600 probate cases under our belt, that’s roughly 450 real estate transfers throughout the State of Florida. Many of these properties are…
Rank this Week: 1384

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/
  • Jul 20

    Notice to Creditors in North Carolina Probate

    Notice to Creditors in North Carolina Probate
    Upon the appointment of the executor or administrator of a North Carolina probate estate, the personal representative or collector must notify all people or businesses having claims against the decedent to present them to the personal…
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is dead. In many cases, parties seek to…
  • Aug 5

    The Dead Man’s Statute – NC Rule of Evidence 601(c)

    The Dead Man’s Statute – NC Rule of Evidence 601(c)
    Estate litigation poses significant challenges to parties and practitioners, not the least of which is that the person whose wishes should dictate the distribution of the property at issue in a dispute is already dead. In many cases, parties…
Rank this Week: 2733

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
  • Jul 4

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?
    As an estate planning and probate attorney, I am often involved in the sale of real estate that my clients inherited and have to deal with a very important question: “will my client have to pay capital gains tax on the sale”? As a…
  • Jul 4

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?

    Step-up in Basis: Is There Tax on the Sale of Inherited Real Estate?
    As an estate planning and probate attorney, I am often involved in the sale of real estate that my clients inherited and have to deal with a very important question: “will my client have to pay capital gains tax on the sale”? As a…
  • May 14

    3 Estate Planning Steps for New Parent

    3 Estate Planning Steps for New Parent
    Few joys in life match that of being a new parent. The moment your child is born, a tectonic shift takes place which makes even the most easygoing person lose sleep over their child’s future. The sense of optimism and hope parents feel…
Rank this Week: 2122

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jun 23

    Reineck v. Lemen and Virginia Powers of Attorney

    Reineck v. Lemen and Virginia Powers of Attorney
    In Reineck v. Lemen, the Virginia Supreme Court tells us something about granting hot powers and certain duties of an agent under a power of attorney.
  • Jun 23

    Changing Direction

    Changing Direction
    I have decided to change the direction of Estateography a bit. Future posts will involve more analysis of Virginia law. The first post in this new direction is here: http://ychlaw.com/thorsen-v-rspca-comments/.
  • Jul 7

    What's a Credit Shelter Trust? Portability?

    What's a Credit Shelter Trust? Portability?
    The estate tax exemption amount is the amount that the federal government allows you to leave to your kids, grandkids, and people other than your spouse and charity without paying estate tax. In 2015, that amount is $5.43 million. The amount…
Rank this Week: 3788

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

http://wadelawcorp.com/blog/
  • Jun 22

    The Basics of Estate Planning

    The Basics of Estate Planning
    Estate planning can be complex, but a well-informed and detailed plan can eliminate hassles for your family if you die or become incapacitated. Before you can develop a plan for your estate, however, you should learn some of the basics of of…
  • May 24

    Partnership Basic

    Partnership Basic
    A partnership is typically an association of two or more people that operate as the co-owners of a business that has not been registered as an LLC (limited liability company) or a corporation. Depending up on its structural framework and…
  • May 22

    Advantages of a Living Trust

    Advantages of a Living Trust
    A living trust is typically created by an individual to ensure easy transfer of their assets (upon their death) to their beneficiaries without them having to go through the process of probate. Within this agreement, the legal possession of…
Rank this Week: 2947

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/
  • Jun 20

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate
      The Internal Revenue Service has recently issued the 2017 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1,…
  • May 25

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM
    What Is The Pennsylvania Tax Amnesty Program? The PA Tax Amnesty program creates an incentive for taxpayers to pay there tax liabilities during a narrow time period that ends on June 19, 2017.  While this program is open, the PA ……
  • Feb 28

    IRS Installment Agreements: 2017 User Fee Schedule and Option

    IRS Installment Agreements: 2017 User Fee Schedule and Option
    Starting in 2017, the IRS has revised its user fee schedule for installment agreements. The new fee schedule applies to installment agreements entered into, restructured or reinstated on or after January 2, 2017. The final regulations…
Rank this Week: 3720

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Jun 19

    Administrators Have To Behave

    Administrators Have To Behave
    Today’s New York Daily News reports the tale of a brawl with potentially  wide-reaching implications for the Administrator of a New York County Estate. The administrator of the 3.1 million dollar estate was arrested for a brawl…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 1029

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

Illinois attorney blog for estate planning, wills, trusts and probate.

http://www.illinoisestateplan.com/blog
  • Jun 12

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011
    In an unexpected move, the IRS announced in Rev. Proc. 2017-34 (June 9, 2017) that estates who failed to file an optional estate tax return (Form 706) to elect “portability” of a deceased spouse’s unused exemption (DSUE) now…
  • Jun 12

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011

    Big News! IRS Extends Portability Election Deadline For Estates Since 2011
    In an unexpected move, the IRS announced in Rev. Proc. 2017-34 (June 9, 2017) that estates who failed to file an optional estate tax return (Form 706) to elect “portability” of a deceased spouse’s unused exemption (DSUE) now…
  • Mar 6

    New Illinois Laws for 2017, Part 3: Real Property, Disability & More

    New Illinois Laws for 2017, Part 3: Real Property, Disability &amp; More
    This is the third and final post in a series about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017.  Read Part 1 and Part 2. In all, last year the Illinois legislature passed 192 new laws. To…
Rank this Week: 2931

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
Rank this Week: 4122