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15 Feb 2010, 6:09 am
The conflicting and contradictory testimony between Kenneth and Powers created a reasonable expectation that the jurors would discredit testimony of one or the other. [read post]
4 Jun 2017, 1:17 pm
Estate of Powell v. [read post]
9 Feb 2022, 1:38 pm
Estate planning is critical to proper wealth management. [read post]
27 Jan 2014, 6:30 am
That is the power a “dynasty trust” provides. [read post]
12 Jun 2013, 3:00 am
She was also not given financial power of attorney or listed as executor over her deceased husband’s estate. [read post]
24 Mar 2020, 11:55 am
In re Estate of Pittston, 2009-Ohio-1862 (5th Dist.) [read post]
18 May 2020, 9:17 am
Medical Power of Attorney (MPOA) Continue reading [read post]
26 Oct 2012, 11:00 am
The article highlights three basic steps: (1) ensure that your spouse has been granted your power of attorney, (2) create separate investment accounts for you and your spouse, and (3) remember the annually-renewing power of gifts to beneficiaries other than your spouse. [read post]
12 May 2008, 7:49 am
These can include a revocable living trust, durable power of attorney for finances, advanced health care directive and also other advanced estate planning strategies. [read post]
8 Apr 2020, 4:51 am
” General Obligations Law 5-1514(9)(b) requires a statutory gifts rider to a statutory short form power of attorney to “[b]e signed and dated by a principal with capacity, with the signature of the principal duly acknowledged in the manner prescribed for the acknowledgment of a conveyance of real property, and witnessed by two persons who are not named in the instrument as permissible recipients of gifts, in the manner described in subparagraph two of paragraph (a) of section… [read post]
5 Feb 2025, 12:00 am
The power to make those decisions is transferred to the state. [read post]
1 Dec 2012, 6:24 am
Therefore, in preparing SLATs, planners should include a provision that allows for the marital deduction in the event of gross estate inclusion in the estate of the grantor spouse. [read post]
14 May 2012, 4:32 am
So, when using this type of power of attorney, be sure to give the power to someone who will not misuse it. [read post]
1 May 2012, 2:40 pm
In relation to the duties of a trustee, New York has adopted the Prudent Investor Act, provided in Estates, Powers and Trusts Law section 11-2.3. [read post]
19 Oct 2012, 7:45 am
Power of Attorney What about a Power of Attorney? [read post]
1 Feb 2015, 8:37 pm
(E) Any power to take possession of, collect the rent from, manage, sell, lease or mortgage, granted by this subparagraph (5), which is prohibited by the terms of the will, deed or other instrument or by the provisions of this subparagraph (5), nonetheless exists, upon the approval of the surrogate, where such power is necessary for the purposes set forth in SCPA 1902. [read post]
6 Feb 2009, 4:51 am
Marvin Schur's entire estate, $600,000 has been reportedly left to the hospital. [read post]
22 Oct 2007, 7:21 am
Most Florida Estate Plans contain Florida Durable Powers of Attorney, but what if you need more than a Durable Power of Attorney? [read post]
24 Jun 2013, 6:46 pm
In New York, the Estates, Powers and Trusts Law (EPTL) provides that if a surviving spouse is dissatisfied with the legacy left by his or her spouse's will, it is possible to elect to receive an "elective share" of the estate amounting to the first $50,000 of the estate plus the next third rather than accept a presumably lesser legacy, thereby thwarting a testamentary scheme aimed at cutting one's wife (or husband) out of a will. [read post]
14 May 2015, 1:13 pm
Except as otherwise provided in this [part], or as otherwise ordered by the court, a supervised personal representative has the same duties and powers as a personal representative who is not supervised.Comment This and the following sections of this part describe an optional procedure for settling an estate in one continuous proceeding in the court. [read post]
