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14 Mar 2015, 7:59 am by Alfred Brophy
Indeed, wills are most frequently contested by beneficiaries who claim the document itself is invalid, either because it was executed without the requisite formalities or because the testator lacked capacity, was induced to sign the instrument against her free will, or revoked it in favor of some alternative disposition. [read post]
10 Mar 2015, 6:30 am by Paul A. Kraft, Estate Planning Attorney
To prepare for this eventuality, you could execute advance directives for health care that state your wishes, and one of them is a living will. [read post]
9 Mar 2015, 2:38 pm by The Public Employment Law Press
She most recently served as the Executive Director, Executive Counsel and Head of U.S. [read post]
8 Mar 2015, 9:02 am by Kenneth Vercammen Esq. Edison
For the purposes of [Article] III, in the case of a devise to an existing trust or trustee, or to a trustee or trust described by will, the trust or trustee is the devisee and the beneficiaries are not devisees. (12) “Distributee” means any person who has received property of a decedent from his [or her] personal representative other than as creditor or purchaser. [read post]
5 Mar 2015, 8:09 am by CzepigaDalyPope LLC
Your disgruntled step-son from a prior marriage believes that when you executed your Will, you did so under your daughter’s undue influence. [read post]
3 Mar 2015, 11:24 am by Allison Tussey
The United States Trustee’s Office provided valuable assistance during the investigation.The post Woman Admits Using Fraudulent Information to Defraud Lenders appeared first on Mortgage Fraud Blog. [read post]
24 Feb 2015, 3:29 pm by Kent Berk
The problems allegedly stem from a lack of specificity in the trust that was prepared presumably by an attorney and relatively recently executed by Mr. [read post]
24 Feb 2015, 7:48 am by Greg Daugherty
Case Background Bausch & Lomb (the “Company”) maintained a nonqualified deferred compensation plan (the “Plan”) that covered three retired executives. [read post]
23 Feb 2015, 8:46 pm by Jordan Pascale, P.L.
On the same day the husband deeded his one-half interest in the property to himself and his wife as co-trustees of his qualified personal residence trust (QPRT). [read post]
20 Feb 2015, 6:53 pm
If it appears that the will was duly executed and that the testator at the time of executing it was in all respects competent to make a will and not under restraint it must be admitted to probate as a will valid to pass real and personal property, unless otherwise provided by the decree and the will and decree shall be recorded. 3. [read post]
19 Feb 2015, 5:28 am by Rebecca Tushnet
So was Beneco’s claim that FIBI lacked third-party trustee protection, forcing customers to bear certain risks themselves. [read post]
9 Feb 2015, 7:00 pm
“Testator's stock was in existence at his death, and the trustees took title to it subject to the infirmity of the agreement, Decedent Estate Law, § 37, and were, likewise, entitled to take advantage of its benefits--the sale price, which equity cannot deny to them. [read post]
9 Feb 2015, 3:31 am by Kevin LaCroix
  Background Australian Property Custodian Holdings Limited was the responsible entity for and trustee of a property unit trust owning retirement and aged care facilities. [read post]
8 Feb 2015, 7:32 pm
The entire Will is only five paragraphs long and the dispositive provisions are contained within Clause Second in the form of a Residuary Testamentary Trust given to the Trustee: "To hold, administer, invest and reinvest for the benefit of my son, DM and to collect the income thereof and pay any lawful expenses incidental to the execution of the trust and to pay out to my son the sum of $500.00 each month until such time when the trust fund is depleted of all its assets. [read post]
Many elders become unable to make sound decisions on their own, and you can prevent a guardianship proceeding if you execute durable powers of attorney. [read post]