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20 Sep 2022, 2:10 pm
In the Buhannic case, the fiduciaries sought to sell shares of stock in order to pay estate obligations. [read post]
14 Aug 2014, 2:00 pm
Spouses executed a joint will dividing the residue of the estate on the death of the second to die among... [read post]
13 Aug 2014, 4:00 am
As I have previously discussed, the estate of Franklin Adell, who died August 2006, was recently in tax court regarding notices of deficiency from the IRS. [read post]
17 Apr 2015, 10:00 am
John Thune argue that it is time for the abolishment of the estate tax. [read post]
23 Sep 2013, 4:00 pm
Estate of Payne, a decedent’s fiancé attempted to admit a Colorado holographic will in Florida, where the decedent owned three homes. [read post]
8 Feb 2024, 8:34 am
Luckily, with the right estate planning attorneys in place, you can walk into your first meeting with the confidence that your case is in the best of hands. [read post]
12 Nov 2009, 7:52 am
If you are using a Mac in your estate planning practice, here is a great article about how one of your colleagues integrated the software, Daylite, into her practice for client and case management: http://www.applebriefs.com/2008/01/06/review-daylite-in-an-estate-planning-practice/ Here is what the author outlined as the primary requirements for CRM in the estate planning practice: Manage contact information, including client data Manage appointments and to-do… [read post]
12 Apr 2016, 5:00 am
Our Firm Can Help If you would like to discuss the zeroed out GRAT or any other tax efficiency strategy with a licensed professional, send us a message through the following link to set up a no obligation case evaluation: Grand Forks ND Estate Planning Attorneys. [read post]
10 Jul 2023, 5:00 am
A recent Ontario Court of Appeal case, VanSickle Estate v. [read post]
13 Dec 2007, 4:10 am
Its conclusion is that wills & estates legal malpractice cases are on the rise, and will continue this trend. [read post]
26 Dec 2016, 1:41 pm
R. 2:11-3(e)(1)(E).Based on our reading of the Indiana arbitrators decision, and the record in this case, it is clear to us that the estate has now had two chances to litigate the critical issues, including whether Sheldon made an irrevocable gift to his nieces. [read post]
6 Aug 2018, 1:32 pm
If you are young and many years away from becoming a grandparent, you still may need an estate plan to provide for the family and friends who rely on you, so don’t wait too long to make your plan in case something happens to you. [read post]
9 Sep 2022, 6:49 am
If this happens, your real estate lawyer can represent you in this case. [read post]
7 Feb 2023, 3:00 am
A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients The post What Estate of Marion Levine Means for Life Insurance appeared first on German Law. [read post]
28 Oct 2010, 3:00 am
As part of my continuing series of blogs this week regarding recent trust law cases, today’s blog looks at the case of Gonder v. [read post]
2 Jul 2015, 6:30 am
This has always been the case, but you can now find resources on the Internet that can provide useful information. [read post]
17 Sep 2021, 8:34 pm
This is clearly not the case, and everyone who doesn’t happen to fall into this category needs the same amount of estate planning guidance as those who do. [read post]
22 Apr 2015, 4:16 am
In the case of a farm, the life insurance can be taken out by the parent, or by a child on the life of a parent. [read post]
7 Dec 2022, 11:21 pm
In many cases, this decision is ok. [read post]
1 Nov 2017, 2:08 pm
The importance of specifically identifying the proper fiduciary in a real estate transaction was the subject of a recent case decided by Nassau County Supreme Court Justice Julianne Capetola on August 9, 2017 entitled Leonard H. [read post]
