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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Feb 22

    Prince's Heirs Worried Estate's Burning Cash Will Leave Them with Nothing

    Prince's Heirs Worried Estate's Burning Cash Will Leave Them with Nothing
    Prince’s heirs are growing concerned that they will be left with nothing once the estate is finally settled. Comerica is currently handling the estate's disposition and charges $125,000 per month for their services. Comerica has also hired…
  • Feb 22

    Trusts in the Age of Trump: Time to Re-Engineer Your Estate Plan

    Trusts in the Age of Trump: Time to Re-Engineer Your Estate Plan
    The Tax Cuts and Jobs Act makes some exciting alterations to various parts of the tax code. For estate and tax planners, raking among the most notable changes are the increase to the estate tax exemption thresholds and tax breaks...
  • Feb 22

    Article on Fiduciary Principles in Family Law

    Article on Fiduciary Principles in Family Law
    Elizabeth S. Scott & Ben Chen recently posted an Article entitled, Fiduciary Principles in Family Law, Family Law eJournal (2018). Provided below is an abstract of the Article: Family members bear primary responsibility for the care of…
Rank this Week: 81

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: 128

Planning Notes

Planning Notes

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

http://cooklaw.co/blog
  • Feb 16

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

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

    Fraudulent Conveyances & Asset Protection

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

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 327

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

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

    2018, Moving forward with the new Tax Bill

    2018, Moving forward with the new Tax Bill
    The New Tax Bill At the end of last year, Congress passed the most significant tax reform since 1986 and unsurprisingly, it aroused many controversies. Its supporters are convinced that the bill is a big success for workers, pointing out…
  • Feb 7

    Guardianship, FL law explanation

    Guardianship, FL law explanation
    Guardianship:  When No Less Restrictive Alternative is Available What is guardianship? The simple answer: court intervention to safeguard the property and care of an individual unable to make such decisions themselves. Continue…
  • Jan 24

    Irrevocable Trusts, one tool in an estate planning tool box

    Irrevocable Trusts, one tool in an estate planning tool box
    IRREVOCABLE SPENDTHRIFT TRUSTS Trusts are popular estate planning instruments that may bring many benefits both during lifetime and in the case of death. Some common reasons for setting up a trust include the avoidance of costs and time…
Rank this Week: 414

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com
  • Feb 16

    How Much Money Can I Give Without Paying Gift Tax?

    How Much Money Can I Give Without Paying Gift Tax?
    Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any federal gift tax that is due. The gift’s recipient (the donee) is not required to pay any income taxes on the value of the gift…
  • Jan 31

    Did the Tax Cuts and Jobs Act Preserve the Step-Up in Basis?

    Did the Tax Cuts and Jobs Act Preserve the Step-Up in Basis?
    Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any gift tax that is due. The gift’s recipient (the donee) is not required to pay any income taxes on the value of the gift received.…
  • Jan 24

    The State of the Estate Tax After Tax Cuts and Jobs Act

    The State of the Estate Tax After Tax Cuts and Jobs Act
    The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the House of Representatives to completely repeal the federal estate tax were unsuccessful,…
Rank this Week: 396

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 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…
Rank this Week: 401

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

Edited by University of Miami School of Law Professor Michael Froomkin, The Journal of Things We Like (Lots)–JOTWELL–invites law professors to join us in filling a telling gap in legal scholarship by creating a space where legal academics will go to identify, celebrate, and discuss the best new legal scholarship.

http://jotwell.com/
  • Feb 22

    When Reading the Fine Print is Actually Worse for Consumers: The Case of Unenforceable Term

    When Reading the Fine Print is Actually Worse for Consumers: The Case of Unenforceable Term
    Meirav Furth-Matzkin, On the Unexpected Use of Unenforceable Contract Terms: Evidence From the Residential Rental Market, 9 J. Legal Analysis 1 (2017). Florencia Marotta-Wurgler While disclosure has been the preferred…
  • Feb 21

    Making Sense of Causation in Mixed Motives Case

    Making Sense of Causation in Mixed Motives Case
    Andrew Verstein, The Jurisprudence of Mixed Motives, 127 Yale L.J. (forthcoming), available at SSRN. Martin J. Katz To say that the law of causation in mixed motives cases is a mess would be an understatement, as Andrew Verstein highlights in…
  • Feb 20

    Expressivism, Corrective Justice, and Civil Recourse

    Expressivism, Corrective Justice, and Civil Recourse
    Scott Hershovitz, Treating Wrongs as Wrongs: An Expressive Argument for Tort Law, 10 J. Tort L. 1 (2017), available at SSRN. Benjamin C. Zipursky With clear examples, incisive and sweeping philosophical argumentation, and an engaging prosaic…
Rank this Week: 502

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/
  • Feb 20

    What happens to my Moms bank account since she did not have beneficiaries listed?

    What happens to my Moms bank account since she did not have beneficiaries listed?
    If your mom had a trust and the bank account was properly transferred to be owned by the trust, then the trust should be able to distribute it. The bank should not give you any problems. If the bank account was not owned by the trust, but the…
  • Feb 7

    The Legacy Challenge… Can you pass it?

    The Legacy Challenge… Can you pass it?
    When you die will your family have an easy time dealing with all of your financial affairs? We understand that talking about your death or even planning for your death is hard to discuss. Below are a few helpful guidelines to remind you what…
  • Jan 23

    Are you responsible for your parents’ debt?

    Are you responsible for your parents’ debt?
    A question I often get asked when discussing the consequences of the death of a parent is: Am I responsible for my parents’ debt when they die? The quick answer to that question is…..no. Whether your parents have an estate plan…
Rank this Week: 492

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
  • Feb 11

    Why don’t attorneys return my call?

    Why don’t attorneys return my call?
    It has been said to me by many a client, “it is truly a breath of fresh air how fast you reply to emails and phone calls… thank you.” They often then say something like other attorneys don’t even call them back to…
  • Jan 31

    Heggstad for non-California assets part deux

    Heggstad for non-California assets part deux
    In homage to the great American movie starring Charlie Sheen and Lloyd Bridges among others, Hot Shots Part Deux, I bring you part deux on Heggstad petitions for non-California assets. This is a question I get asked about it a lot. …
  • Jan 26

    New California Probate Code Section 851

    New California Probate Code Section 851
    Attention probate attorneys and do-it-yourselfers: If you are utilizing California probate code 850 to do a Heggstad petition or other utilization of this broad code section be careful on your notice of hearing! As of January 1, 2018 there is…
Rank this Week: 463

Berk & Moskowitz P.C. Blog

Berk & Moskowitz P.C. Blog

Features articles, news, tips and other information about Arizona probate law.

http://berkmoskowitz.com/blog/
  • Jan 27

    Maricopa County Bar Association – February Probate Fundamental Continuing Legal Education Serie

    Maricopa County Bar Association – February Probate Fundamental Continuing Legal Education Serie
    The Maricopa County Bar Association Estate Planning Probate and Trust (EPPT) Section announced its February estate planning probate and trust fundamental continuing legal education series. This four-part series is a great introduction to…
  • Jan 27

    Arizona Supreme Court Reverses Itself – Makes Elder Abuse Claims Easier

    Arizona Supreme Court Reverses Itself – Makes Elder Abuse Claims Easier
    Elder financial exploitation, abuse, neglect are growing concerns in society today, with baby boomers reaching an advanced age and requiring more medical care and financial assistance.  According to the National Council on Aging,…
  • Aug 23

    Kent Berk to Teach Financial Exploitation Seminar

    Kent Berk to Teach Financial Exploitation Seminar
    Scottsdale, Arizona probate attorney Kent S. Berk will teach a seminar regarding financial exploitation claims under Arizona’s adult protective service act.  The seminar will be held at the Maricopa County Bar Association in…
Rank this Week: 497

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jan 11

    Updates in Probate and Conservatorship Matter

    Updates in Probate and Conservatorship Matter
    Alexander R. Ginzburg, Partner at Ginzburg & Bronshteyn, LLP and Edward Babakhani, Associate Attorney, at Ginzburg & Bronshteyn, LLP enjoyed the program scheduled by the Los Angeles County Bar Association -Trust and Estates Section…
  • Dec 27

    Updates in Probate and Conservatorship Matter

    Updates in Probate and Conservatorship Matter
    Attorneys at Ginzburg & Bronshteyn, LLP are looking forward to the program scheduled by the Los Angeles County Bar Association -Trust and Estates Section scheduled for January 9, 2018, concerning summaries of 2017 cases that affect…
  • Oct 1

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

    Ginzburg & 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…
Rank this Week: 509

All About Estates

All About Estates

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

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

    Consent to Medical Assistance in Dying vs. Withdrawal of Life-Sustaining Treatment

    Consent to Medical Assistance in Dying vs. Withdrawal of Life-Sustaining Treatment
    The cases before the court of Shalom Ouanounou and Taquisha McKitty[i] focus on the declaration of brain death and the withdrawal of life-sustaining treatment without consent. I will not address the issue of declaration of brain death as that…
  • Feb 19

    What to do when a loved one dies?

    What to do when a loved one dies?
    Believe it or not, this is the title of a recent release from the Canada Revenue Agency (“CRA”). Is there really a softer side to the CRA? Let’s face there is a lot to do after a loved one dies, and a lot of it not related…
  • Feb 16

    Death and TOSI Part 2: Spouse

    Death and TOSI Part 2: Spouse
    My past two blogs have looked at the December 13, 2017 draft legislation that amends and expands the tax on split income (“TOSI”) rules. In my last blog I outlined some of the special rules that apply (in the context of TOSI) to…
Rank this Week: 685

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • Feb 8

    WHAT YOU SHOULD NOT DO BEFORE FILING FOR BANKRUPTCY

    WHAT YOU SHOULD NOT DO BEFORE FILING FOR BANKRUPTCY
    “Is there anything that I should NOT do before filing bankruptcy?” The answer to that question is YES. There are at least 5 things you shouldn’t do immediately before filing a bankruptcy case. Don't make matters worse. …
  • Oct 23

    How Will Filing Bankruptcy Help Me?

    How Will Filing Bankruptcy Help Me?
    I’m often asked, “How will filing bankruptcy help me?” Can you make creditors quit calling? Can you stop foreclosure of my home?I can do both by filing a Chapter 7 or Chapter 13 case for you.
  • Sep 11

    Featured Image Blog Post Example

    Featured Image Blog Post Example
    Not only home variations or demos but fully created sites for you ready to publish on the net. More than 20+ ready to use sites created with research and dedication. Choose the right one and go online in 5 minutes. Specular is the last theme…
Rank this Week: 672

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Feb 20

    James Brown’s Estate Still in The Midst of Legal Dispute

    James Brown’s Estate Still in The Midst of Legal Dispute
    James Brown passed away on Christmas Day in 2006 and yet disputes surrounding the settlement of his estate are still winding their way through the courts. Numerous different individuals have come forward to file disputes ranging from whether…
  • Feb 14

    What You Need to Know About the Stretch-Out Approach for IRA

    What You Need to Know About the Stretch-Out Approach for IRA
    One of the ways to make the most of an inherited IRA is to use what’s known as a stretch-out approach. Some people make a common error of naming their own estate as the beneficiary of their individual retirement account. This means that…
  • Feb 7

    Understanding Special Needs Trusts and Qualifying for Government Assistance

    Understanding Special Needs Trusts and Qualifying for Government Assistance
    Taking care of a loved one who has special needs is a primary concern for all of the immediate family members. Trusts and especially special needs trusts may be a powerful strategy used to ensure that your family member has the support he or…
Rank this Week: 898

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jan 17

    Irving v. DiVito: Clear Wishes, but Not A Codicil

    Irving v. DiVito: Clear Wishes, but Not A Codicil
    In Irving v. DiVito, the Virginia Supreme Court determined the circuit court did not err in refusing to admit to probate a writing offered as a holographic codicil. The writing at issue in Irving is clear about the intended dispositive…
  • 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/.
Rank this Week: 957

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: 860

Probate Legal Blog

Probate Legal Blog

By Clear Counsel.

http://www.clearcounsel.com/category/probate/
  • Dec 21

    ClearCast #14: In Response to the Rob Graham Matter

    ClearCast #14: In Response to the Rob Graham Matter
    [Editor’s note] Welcome to today’s ClearCast! A quick word about today’s video. If you are unfamiliar with what is being alleged, you can read more here about one of the victims. This is a horrible story about a local…
  • Oct 21

    ClearCast Episode 10: Parentage & The Prince Estate’s Tricky Probate Matter

    ClearCast Episode 10: Parentage & The Prince Estate’s Tricky Probate Matter
    [Editor’s Note] Welcome to today’s ClearCast! I don’t know about you, but thought the world of Prince and so saddened to see him pass away last April. You may not believe this, but the man worth between $100-300 million…
  • Sep 29

    Watch This Before Adding a ‘Pay on Death’ Provision to Your Estate Plan

    Watch This Before Adding a ‘Pay on Death’ Provision to Your Estate Plan
    Transcript: Hello, my name is Jonathan Barlow. I’m an estate planning and probate attorney here at Clear Counsel Law Group. Thank you for tuning for yet another riveting video about probate and estate planning tips and practices that…
Rank this Week: 822

Estate Street

Estate Street

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

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 875

Atlanta Probate Lawyer Blog

Atlanta Probate Lawyer Blog

Published by The Libby Law Firm.

http://www.atlantaprobatelawyerblog.com/
Rank this Week: 928

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
  • Feb 13

    Discovery of Trust Document

    Discovery of Trust Document
    Boren v. Rogers, et al, 43 Fla. L. Weekly D274c In 2014, Ann Boren filed a complaint seeking to invalidate two trusts, one executed in 2013 and the other executed in 2014, on the grounds of undue influence.  The allegations in the…
  • Jan 12

    Delayed Discovery Doctrine Applies to Undue Influence Claim

    Delayed Discovery Doctrine Applies to Undue Influence Claim
    Flanzer v. Kaplan, — So.3d — (2017 Wl 5759041) – Gloria and Louis Flanzer created a philanthropic trust in December 2005. By its terms, the trust became irrevocable at its creation. Louis died in June 2013 and…
  • Jan 11

    Premature Discharge of Personal Representative

    Premature Discharge of Personal Representative
    In re: Estate of Lillian L. Unanue (43 Fla.L.Weekly D70a) – On November 17, 2016, the co-personal representatives of the Estate of Lillian Unanue (“Estate”) filed a final accounting and petition for discharge.  The…
Rank this Week: 1206

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
Rank this Week: 1030

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/
  • Jan 29

    Inside The Battle Raging Over The Estate of Charles Manson

    Inside The Battle Raging Over The Estate of Charles Manson
    Almost two months after his death, Charles Manson's body remains in limbo as an unusual legal battle heats up over control of — and the potential to profit from — his estate. This of course raises questions. Why would anyone…
  • Nov 20

    How Can Johnny Depp & Lisa Marie Presley Both Be Broke? New Court Fights Explore Who Is To Blame

    How Can Johnny Depp & Lisa Marie Presley Both Be Broke? New Court Fights Explore Who Is To Blame
    It's a growing Hollywood trend ... tens of millions of dollars gone? Sue the guy who handled your finances! But, legally, who should shoulder the blame -- and more critically, pay the price -- when a celebrity once worth hundreds of millions…
  • 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.
Rank this Week: 1035

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/
  • Jan 10

    Palm Desert Probate Attorney Discusses New Laws for 2018

    Palm Desert Probate Attorney Discusses New Laws for 2018
    California has a number of new laws going into effect in 2018. Below are a few of interest and note. Concealed Carry No school employee can carry a concealed weapon onto campus. Continue reading →
  • May 24

    Burt & Associates Attorneys Named Top Lawyer

    Burt & Associates Attorneys Named Top Lawyer
    Congratulations to Julia E. Burt, Heidi Richert Clerc and Elaine E. Hill on being named Top Lawyers by Palm Springs Life. We pride ourselves on our excellent service to clients and our top-notch legal expertise.
  • Oct 14

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

    Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
    We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt & Associates…
Rank this Week: 1172

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
Rank this Week: 1060

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: 1049

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Jan 17

    Court may construe a will before it is admitted to probate

    Court may construe a will before it is admitted to probate
    Many will contests involve a challenge to the validity of a will, such as claims it did not meet formality requirements or that the testator lacked capacity or was subjected to undue influence. However, sometimes the primary dispute is how...
  • Dec 21

    Challenging non-testamentary designation

    Challenging non-testamentary designation
    Much of the "action" in probate litigation these days does not involve challenges to testamentary dispositions. Instead, I see more of a trend in my practice of challenges to beneficiary designations. Those include designations for: life…
  • Nov 17

    Estate of Koontz: Another summary judgment overturned

    Estate of Koontz: Another summary judgment overturned
    Estate of Koontz is a very recent decision from the San Antonio Court of Appeals. The trial court in Bandera County had granted summary judgment against a will contestant's claims of lack of testamentary capacity and undue influence. The…
Rank this Week: 1024

Blog – Ginsberg Shulman, PL

Blog – Ginsberg Shulman, PL

Covers South Florida estate planning, probate and tax law issues. By Ginsberg Shulman, PL.

https://www.ginsbergshulman.com/blog/
  • Nov 14

    David Shulman’s November 2016 appearance on Ask The Expert

    David Shulman’s November 2016 appearance on Ask The Expert
    Here is my November 2016 appearance on the Ask the Experts radio show.   The post David Shulman’s November 2016 appearance on Ask The Experts appeared first on Ginsberg Shulman, PL.
  • Nov 13

    David Shulman’s October Appearance on “Ask The Experts”

    David Shulman’s October Appearance on “Ask The Experts”
    Attached is my October appearance on the Ask the Experts Radio show, where I talk about estate planning, probate, guardianship, elder law, tax, and other related topics. The post David Shulman’s October Appearance on “Ask The…
  • Oct 2

    Senior Partner Jill Ginsberg appears on the Fort Lauderdale Eldercare Channel

    Senior Partner Jill Ginsberg appears on the Fort Lauderdale Eldercare Channel
    I am not the only one who does media interviews. My partner, Jill Ginsberg, recently appeared on the Fort Lauderdale Eldercare Channel, where she talked about herself, our practice, elder law, and why and how someone might need to hire…
Rank this Week: 999

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Feb 22

    Britney Spears’ Assets Still Controlled by Dad

    Britney Spears’ Assets Still Controlled by Dad
    “Ten years later, Britney Spears is still under conservatorship of her father Jamie—and her protective dad wants to keep fans out of her personal business!”
  • Feb 21

    Widow/Widower Preparation 101

    Widow/Widower Preparation 101
    “Among the risks that married couples face in retirement, this one is unavoidable. It’s the risk of becoming a widow or widower.”
  • Feb 20

    Remember Your Heirs in Estate Planning

    Remember Your Heirs in Estate Planning
    “Estate planning can feel overwhelming for individuals without an ‘heir apparent.’”
Rank this Week: 1863

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

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

    NEW 401-K RELAXED HARDSHIP RESTRICTIONS

    NEW 401-K RELAXED HARDSHIP RESTRICTIONS
    The Budget Act of 2018, signed into law on February 9, 2018, provides individuals with 401K retirement plans relaxed hardship restrictions. The new relaxed restrictions include: (i) Rescission of the IRS rule that prohibits a participant from…
  • Jan 25

    THE 2017 NEW TAX LAWS IMPACT ON HOME OWNERSHIP

    THE 2017 NEW TAX LAWS IMPACT ON HOME OWNERSHIP
    The federal income tax code has long favored home ownership over renting. A homeowner could claim an unlimited deduction for mortgage interest paid and state and local taxes incurred. The new tax law has turned this once advantageous…
  • Jan 19

    ESTATE PLANNING QUESTIONS FOR CONSIDERATION IN 2018

    ESTATE PLANNING QUESTIONS FOR CONSIDERATION IN 2018
    The new tax law makes significant changes to federal tax law and has implications for your existing estate plan. The following is a list of issues to consider when determining whether to update your estate planning documents. 1. Will the new…
Rank this Week: 1980

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/
  • Feb 16

    Can a smell test help identify dementia risk?

    Can a smell test help identify dementia risk?
    Dementia is a devastating, life-altering illness that leads to memory loss and decline of mental abilities over time. What makes dementia even more challenging to deal with is its difficulty to diagnose. However, researchers are now hopeful…
  • Feb 15

    One of Three Tax Seminars are Full

    One of Three Tax Seminars are Full
    We are excited about how many people have registered for our free Trump Tax Reform and Your Tax and Estate Planning Seminar. Please note that our Thursday, February 22, 2018 seminar at the Hotel Biltmore is full. We still have room at our…
  • Jan 26

    Gilfix & La Poll offers free estate planning seminars on Trump tax reform

    Gilfix & La Poll offers free estate planning seminars on Trump tax reform
    Uncertain about what the new tax law means for you and your family? Wondering how to proceed with your estate planning in light of President Trump’s tax reform? Gilfix and La Poll Associates is here to help. Attorneys Michael Gilfix and…
Rank this Week: 1796

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
  • Feb 13

    Avoid Talking to Insurance Companies Before Your Personal Injury Attorney

    Avoid Talking to Insurance Companies Before Your Personal Injury Attorney
    The initial conversations you have with an insurance company after an injury can determine how much the company will cover your health expenses. The goal of an insurance adjuster is to get you to admit fault or downplay your injuries so…
  • Jan 16

    Understanding Trends in Divorce Rate

    Understanding Trends in Divorce Rate
    It is too early to have complete statistics related to marriage and divorce in the U.S. for 2017. Researchers have had enough time to compile their 2016 data and get a snapshot of what the 2017 data may be. For decades, people in the…
  • Dec 15

    Watching for Child Injuries After Car Accident

    Watching for Child Injuries After Car Accident
    Being involved in a car accident can become a nightmare if you have a child with you in the vehicle. Your immediate concern will be to check for any visible injuries on your child, followed by medical attention. As with adults, some injuries…
Rank this Week: 1961

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Feb 12

    The Shocking Truth About Not Planning

    The Shocking Truth About Not Planning
    Estate planning is about more than who gets what when.  Estate planning is the way you give instructions and create a map for how you want to live out your life. This article is in 2 sections.  Section 1 describes what can happen…
  • Feb 9

    How Will the New Tax Law Affect Your Family?

    How Will the New Tax Law Affect Your Family?
    President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes are aimed at business…
  • Feb 3

    The Disastrous Dangers of Putting Your Children on Your Accounts and Deed

    The Disastrous Dangers of Putting Your Children on Your Accounts and Deed
    So many people think that they need to put their children’s names on their checking accounts, savings accounts, and deeds to their property so that the children can help them out and inherit without probate. This is such a dangerous,…
Rank this Week: 1867

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/
  • Feb 11

    How Does the New Tax Law Affect You?

    How Does the New Tax Law Affect You?
    The Tax Cuts and Jobs Act 2017 ("TCJA") changes are effective for 2018. The 500 page law makes lots of changes but the net effect across the board is a very small benefit to low and middle income taxpayers,...
  • 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.  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...
Rank this Week: 1998

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/
  • Feb 9

    Florida Elective Share Statute Change

    Florida Elective Share Statute Change
    The Florida Elective Share statutes has made it almost impossible to disinherit a spouse from your estate outside of a premarital, prenuptial, or post-nuptial agreement. In 1999, the Florida Legislature enacted what we now call the Florida…
  • Jan 3

    Tortious interference of a testamentary expectancy

    Tortious interference of a testamentary expectancy
    Tortious interference of a testamentary expectancy is a “tort” or a wrongful act that causes economic harm to another person, and allows for compensatory and punitive damages. The plaintiff must prove the following elements…
  • 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…
Rank this Week: 1682

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jan 31

    A New York Fiduciary Can Be Removed For Breach of Fiduciary Duty

    A New York Fiduciary Can Be Removed For Breach of Fiduciary Duty
    Did you know that a fiduciary in New York has certain duties and obligations. A fiduciary includes an Executor, Administrator and Trustee. These duties and obligations include the protection of estate assets and the payment of funds to the…
  • Jan 24

    Kinship In New York Is Required For Letters of Administration

    Kinship In New York Is Required For Letters of Administration
    It is important to know that when a person dies intestate (without a Last Will), his estate is distributed to his closest next of kin. Additionally, these persons, known under the statute as distributees, have the right to be appointed as the…
  • Jan 17

    A New York Guardianship Case May Require An Attorney For An Incapacitated Person

    A New York Guardianship Case May Require An Attorney For An Incapacitated Person
    Guardianship cases in New York are controlled by Article 81 of the Mental Hygiene Law (MHL). When a person wants to commence a Guardianship proceeding, there are a number of papers that must be filed with the Court. The two essential papers…
Rank this Week: 1974

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 24

    A Quick Primer on Elder Law

    A Quick Primer on Elder Law
    As you age, you face critical decisions that not only impact your quality of life but the life of your loved ones. Some decisions you might make include how you receive medical care, where you live, and what you want when you pass away. Many…
  • Jan 10

    10 Things to Know about Probate Court in New York

    10 Things to Know about Probate Court in New York
    When a loved one dies leaving a will, you must go through the legal process known as probate. Probate is only required in the state of New York when your loved one’s assets total more than $30,000 in value. If the assets total over…
  • Dec 27

    Exploring the Probate Process of New York

    Exploring the Probate Process of New York
    Probate is a process that settles an estate under the supervision of the court. First, a person (usually a spouse or adult child) is appointed in the deceased’s will or by the court to oversee the process and take all necessary steps to…
Rank this Week: 1823

Pharos Law Group Blog

Pharos Law Group Blog

Covers estate planning and business planning topics.

http://pharoslaw.com/blog/
  • Jan 19

    Deadlock among business owners: Part 2

    Deadlock among business owners: Part 2
    Deadlock among business owners can be an awful thing for the individuals involved and for the company. In the prior post, we began this discussion by noting this reality and how deadlocks can come about in unintended ways.  In this post,…
  • Jan 17

    Deadlock among business owners: things to consider and avoid

    Deadlock among business owners: things to consider and avoid
    dead·lock ˈdedˌläk/ noun noun: deadlock; plural noun: deadlocks a situation, typically one involving opposing parties, in which no progress can be made. “an attempt to break the deadlock”…
  • Jan 3

    Estate planning mistakes to avoid (U.S. News article)

    Estate planning mistakes to avoid (U.S. News article)
    It is always better to learn from the mistakes of others than to make the same mistakes yourself. This is certainly true when it comes to estate planning–wise folks will learn from and avoid very common mistakes made by far too many…
Rank this Week: 1876

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
  • Jan 13

    Methods to Gain Access to a Safety Deposit Box After a Person Dies in Tennessee

    Methods to Gain Access to a Safety Deposit Box After a Person Dies in Tennessee
    A frequent question that is raised following someone death is how someone can get access to their safety deposit box post death in Tennessee.  This includes questions about who is entitled to this access the box in this…
  • Nov 26

    2018 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Accounts.

    2018 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Accounts.
    The IRS recently announced the new cost of living adjustments to the annual limits on retirement contributions for 2018.  These are the limits that identify the amount of money you can contribute to certain tax benefited retirement…
  • 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…
Rank this Week: 1607

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: 1723

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: 1714

Florida Probate, Trust & Estate…

Florida Probate, Trust & Estate Blog

Covers recent developments in Florida probate, trust, estate and guardianship. By Clark Skatoff PA.

http://www.clarkskatoff.com/news-resources/blog/
  • Jan 31

    The Jose Fernandez Estate: Questions, Uncertainty

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

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

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

    Can You Serve a Lawsuit By Facebook?

    Can You Serve a Lawsuit By Facebook?
    In the modern age, where communication can be done by way of text, tweet, email, or swipe, the ancient requirement to hand-serve a summons and complaint on a defendant seems quite anachronistic.  Courts and legislatures have been moving…
Rank this Week: 1832

Estate Planning & Probate 411

Estate Planning & Probate 411

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

http://indianwellsestateplanningattorney.com/
  • Jul 14

    What Is a Discretionary Trust?

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

    How Can You Help with Their College Expenses?

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

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

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
Rank this Week: 1633

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
Rank this Week: 1797

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/
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Nov 18

    We're Moving!

    We're Moving!
    I am consolidating the content of all of our blogs at our Georgia Family Law website. Please join us there for new posts and to find all of our old posts.
  • Aug 9

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

    Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law
    The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing.  Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Rank this Week: 1472

Knight & Moskow, P.C. Blog

Knight & Moskow, P.C. Blog

Covers Pennsylvania family law and estate planning.

http://www.knightandmoskow.com/blog/
  • Jul 31

    Estate Planning For The Rich And The Not So Rich

    Estate Planning For The Rich And The Not So Rich
    There are very few of us that have the wealth of Gates or Buffet, so our estate planning will probably be vastly different from theirs. In fact Bill Gates is giving most of his fortune away to charity. However, just … Continue reading…
  • Jul 30

    Do I Need A Will?

    Do I Need A Will?
    Estate planning is important to everyone. None of us really know how long we will live. At every stage of life, past the age of 18, your will you should be either created, if you don’t have one, or it … Continue reading →
  • May 31

    Collaborative Family Law FAQ

    Collaborative Family Law FAQ
    In many cases collaborative law is very desirable for all parties involved. You might not have even realized that you could settle legal matters outside of a litigious court room, but it can be. The Basic Collaborative Law Process You…
Rank this Week: 1629