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28 Jul 2020, 3:33 am by Kellie McTammany
” This often raises the question, does the lawyer owe a fiduciary duty to the heirs of the estate since the Executor owes a fiduciary duty to the heirs? [read post]
30 Sep 2011, 7:00 am by Hughes Estate Group Attorneys
"Philanthropy Heirs & Values" written by Roy Williams and Vic Preisser discusses how to help heirs learn money principles during their growing up years so that they can wisely handle their inheritance once parents have died. [read post]
30 Oct 2012, 4:00 am by Trusts EstatesProf
The teenage heirs of Doris Duke, Georgia Inman and Walker Patterson Inman III, have found themselves in a peculiar financial position. [read post]
23 Sep 2014, 12:00 pm by Gerry W. Beyer
The heirs of philanthropist Edward Wisner have lost their courtroom battle to continue reaping the benefits of a century-old trust that controls 52,000 acres of Louisiana coastline. [read post]
27 Jun 2018, 9:00 am by Moynihan Lyons PC
Warren Buffett recently offered some advice to wealthy parents on how to prepare heirs, so the inheritance of wealth does not end up with wasting money and the future of the next generation, according... [read post]
27 Jun 2018, 9:00 am by Moynihan Lyons PC
Warren Buffett recently offered some advice to wealthy parents on how to prepare heirs, so the inheritance of wealth does not end up with wasting money and the future of the next generation, according... [read post]
25 Jan 2019, 9:00 am by Moynihan Lyons PC
When you name a heir to your estate, you are most likely not thinking of outliving them. [read post]
21 Apr 2013, 4:00 am by Trusts EstatesProf
One of the heirs Formosa Plastics Group's late founder Wang Yung-ching has brought a suit in four jurisdictions against an adviser, Hung Wen Hsiung, "for transfering [sic] the bulk of the family fortune valued at $15 billion into Bermuda trusts... [read post]
24 Nov 2011, 6:00 am by Trusts EstatesProf
The American Bar Association is sponsoring a 90-minute live webinar and teleconference on December 14 entitled Protecting Heirs’ Property: Uniform Laws and Social Justice. [read post]
3 Sep 2012, 6:51 am by Marco Schiavo & Kenneth Simmons
That’s because withdrawals from the IRA can be “stretched out” over many years, and the IRA can grow tax-free for decades, giving your heirs a huge tax benefit. [read post]
26 Jan 2011, 1:08 pm by Robert Sewell
When this happens, the heir looks for someone to sue. [read post]
6 Jul 2011, 6:57 am
The Florida Statute provides that an attorney has to expend a reasonable effort in order to find the "missing heir," and also that notice must be given to the "missing heir. [read post]
Your heirs would not receive their inheritances until the estate was probated and closed by the court. [read post]
17 Apr 2013, 4:00 pm by Trusts EstatesProf
Doris Duke has twin heirs and a convicted child molester who dates the mother of those heirs may be trying to get the money. [read post]
With this in mind, let’s look at the ways a revocable living trust can be used to protect a spendthrift heir. [read post]
20 Oct 2015, 12:00 pm by Gerry W. Beyer
There are many financial advisers that undervalue the importance of preparing the client’s heirs for their inheritance. [read post]