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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jan 6

    Article on Medicaid Irrevocable Income-Only Trust

    Article on Medicaid Irrevocable Income-Only Trust
    Leo J. Cushing & Todd E. Lutsky recently published an Article entitled, Designing the Perfect Income-Only Irrevocable Trust, Estate Planning 1 (2017). Provided below is an abstract of the Article: Careful drafting and funding of trusts…
  • Jan 6

    Uncertain Death to the Death Tax?

    Uncertain Death to the Death Tax?
    With the election of Donald Trump, Americans want to know: will he follow through on his vow to deliver death to the death tax? There is a good chance that Trump will abolish the estate tax because it has become...
  • Jan 6

    Tax Efficiency While Alive and at Death

    Tax Efficiency While Alive and at Death
    When working to minimize your family’s tax burden, it is best to start while your parents are still alive. There are several strategies to help save your parents money in their later years and limit the taxes owed after their...
Rank this Week: 88

Michigan Estate Planning Lawyer…

Michigan Estate Planning Lawyer Blog

Covers trusts, probate, elder law, and estate planning. By Witzke Berry Carter & Wander PLLC.

http://www.michiganestateplanninglawyerblog.com/
  • May 9

    Tips When Registering Your trademark With an Attorney

    Tips When Registering Your trademark With an Attorney
    When you are looking to brand a business, you need to begin by registering a trademark. A trademark is essentially a sign, design or unique expression that is recognisable. Through the use of trademark registration, you can be sure that other…
  • Oct 15

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER

    KNOWING MARYLAND’S MEDICAL MALPRACTICE AND WHEN TO CALL A LAWYER
    That opening line of the Hippocratic Oath isn’t always so uncomplicated as it is brief. Maryland medical malpractice lawyers engage hundreds, if not thousands of cases yearly in which medical professionals left their patients in worse…
  • Oct 9

    Looking At Bankruptcy Law In California

    Looking At Bankruptcy Law In California
    Setbacks are common in life. If your financial situation has spiraled out of control it’s wise that you apply for insolvency. Paths of Alleviation Personal bankruptcy laws supply you with two paths for relief: chapter 7 as well as…
Rank this Week: 190

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/
  • Jan 4

    Florida Living Trust – What You Should Know About Them

    Florida Living Trust – What You Should Know About Them
    Florida Living Trusts are often the cornerstone of a great estate plan and provide many of our top estate planning clients benefits.  Here are a few of the best or most important things that everyone should know about living…
  • Dec 29

    A Spouse’s Unauthorized Access to Email Could Violate Wiretap Act

    A Spouse’s Unauthorized Access to Email Could Violate Wiretap Act
    While the following article deals with divorce, our readers may consider it terms of accessing emails or online information of a deceased spouse or family member and the potential criminal liability that may be associated with accessing…
  • Dec 29

    The Consequences of Changing A Trust into a Gift

    The Consequences of Changing A Trust into a Gift
    Trusts are one of the most commonly used estate planning tools by Jacksonville estate planning lawyers for a good reason.  A Trust can permit an asset to bypass probate while allowing the original owner the power to control and manage…
Rank this Week: 193

South Florida Estate Planning Law

South Florida Estate Planning Law

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

http://www.sofloridaestateplanning.com/
  • Sep 2

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule

    Florida Supreme Court Adopts Amendments to Guardianship Accounting Rule
    On September 1, 2016, the Florida Supreme Court approved changes to the Probate Rules. The Probate Rules include both Probate and Guardianship. While there were multiple changes to throughout (many being minor), in this post I am going to…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
  • May 19

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016

    David Shulman’s Appearance on the Ask the Experts Radio Show – May 2016
    Here is my monthly appearance on the Ask the Experts Radio Show, where we discuss estate planning, probate, guardianship, powers of attorney, and related matters. The post David Shulman’s Appearance on the Ask the Experts Radio Show…
Rank this Week: 427

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 350

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/
  • Jan 4

    What Happens to My Bankruptcy Case if I Die?

    What Happens to My Bankruptcy Case if I Die?
    In a typical probate administration, the personal representative named in the deceased person’s will must pay off any valid debts presented to the estate. What if the decedent was already in bankruptcy at the time of his or her death?…
  • Dec 31

    Does a Spendthrift Trust Protect Against Spousal or Child Support Orders?

    Does a Spendthrift Trust Protect Against Spousal or Child Support Orders?
    If you have a child or other relative who is irresponsible with money or is the subject of a number of creditor judgments, you might consider including a spendthrift clause as part of your estate planning. A spendthrift clause, also known as…
  • Dec 30

    When is a California Conservatorship Necessary?

    When is a California Conservatorship Necessary?
    If you have a family member who is unable to care for him or herself, it may be necessary to seek a conservatorship for that person. A conservator is someone appointed by a probate court to manage the personal or financial affairs of another…
Rank this Week: 769

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Jan 3

    Litherland Law Office 2017 Government Policy Forecast

    Litherland Law Office 2017 Government Policy Forecast
    By:  Matthew M. Shafae, Attorney Law Office of Roy W. Litherland Elections have consequences. On January 3, 2017, the 115th United States Congress met for the first time, with both houses controlled by the Republican Party. On January…
  • Dec 29

    Limits to Medi-Cal Recovery

    Limits to Medi-Cal Recovery
    By:  Matthew M. Shafae, Attorney Law Office of Roy W. Litherland The future of Medi-Cal eligibility has been the subject of speculation for a little over a decade now. Will the California implementation of the federal Medicaid system,…
  • Dec 28

    Advanced Medi-Cal Triggers – Spousal Election

    Advanced Medi-Cal Triggers – Spousal Election
    By: Justin M. Kennedy, Attorney Law Office of Roy W. Litherland While at an estate planning conference in November, one of the speakers discussed a planning strategy that may benefit many married couples.  The planning strategy involves…
Rank this Week: 691

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jan 2

    What to Do When You Have No One to Help

    What to Do When You Have No One to Help
                    I have written often about the need for everyone to have a support system in place in the event of a crisis.  Think about whom you would turn to…
  • Dec 25

    New Medicaid and VA Figures for 2017 #2017Medicaidnumber

    New Medicaid and VA Figures for 2017 #2017Medicaidnumber
                    It’s time to update the numbers for many of the government programs that affect our clients’ lives and that we work with so often.  I…
  • Dec 18

    Important Change to Special Needs Trust Law

    Important Change to Special Needs Trust Law
                     In 1993 Congress enacted a law commonly referred to as OBRA 1993.  The law contained major changes to the Medicaid laws.  Included in…
Rank this Week: 985

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
  • Dec 29

    How are Employee Bonuses Taxed?

    How are Employee Bonuses Taxed?
    How is an end of year bonus taxed? Bonuses are included in a special type of income called "Supplemental Wages," which are defined by the IRS as follows: Supplemental wages are wage payments to an employee that aren't regular wages. They…
  • Dec 29

    Tax Plan Differences: Trump vs. House GOP

    Tax Plan Differences: Trump vs. House GOP
    Although Trump and the Republicans in the House of Representatives generally agree on a number of significant tax reform issues, there are still a number of issues that need to be resolved, as discussed in the video below from the Wall Street…
  • Dec 22

    Special Needs Trust Fairness Act Becomes Law

    Special Needs Trust Fairness Act Becomes Law
    Congress has passed, and the President has signed, a significant change to the Federal Medicaid laws applicable to supplemental needs trusts, commonly called special needs trusts. WealthManagement.com: On Dec. 13, 2016, President Obama…
Rank this Week: 578

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/
  • Dec 1

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier

    Embryo Feud Between Sofia Vergara And Nick Loeb Grows Nastier
    The moment the lawsuit started, it was ugly. Sofia Vergara and Nick Loeb have moved well past ugly into uncharted territory in their courtroom battle that addresses views about life itself. As we wrote after the case began, Vergara and Loeb's…
  • Nov 3

    Prince Estate Enters New Fight Over Who Will Inherit His Million

    Prince Estate Enters New Fight Over Who Will Inherit His Million
    So much trouble caused by such a simple concept. When you create a will, you decide who receives your assets after you die. If you don’t, the laws of the state you live in determine it. What happens when those laws aren’t too…
  • Sep 15

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson

    Gene Wilder And His Struggle With Alzheimer's Highlight Estate Planning Lesson
    The death of Gene Wilder saddened Willa Wonka fans across the globe — not to mention fans of Blazin’ Saddles, Young Frankenstein, and many others. When his family issued a statement saying that Alzheimer’s disease claimed…
Rank this Week: 865

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Nov 17

    Do you know any Jay Walkers?

    Do you know any Jay Walkers?
    Have you seen seniors trying to cross a busy street where there are no traffic lights? Many think they can walk faster than the speeding car headed their way. Not so….. Becoming allies in promoting safety for seniors can encompass a…
  • Nov 16

    Must an estate pay for a charitable pledge by the deceased?

    Must an estate pay for a charitable pledge by the deceased?
    Canadians are charitable people. According to Statistics Canada, 82% of Canadians made a financial donation to a charitable or non-profit organization in 2013 (the latest available year). The amount given by donors increased from an annual…
  • Nov 15

    TFSA’s – a refresher on the Rule

    TFSA’s – a refresher on the Rule
    Borrowing heavily from some recent literature on this subject, I though it may be useful at this time of the year to quickly revisit some of the rules surrounding tax free savings accounts (“TFSA”) Contribution room for an…
Rank this Week: 629

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jan 6

    STUDENT LOAN DEBT AND SOCIAL SECURITY DUE NOT MIX

    STUDENT LOAN DEBT AND SOCIAL SECURITY DUE NOT MIX
    Student loan debt is not dischargeable in bankruptcy. As a result, the baby boomer’s generation enters retirement with student loan debt (approximately seven million Americans age 50 and older owed about $205 billion in federal student…
  • Jan 6

    COMMON FLORIDA MEDICAID MYTHS - DON'T ALWAYS LISTEN TO YOUR FRIEND

    COMMON FLORIDA MEDICAID MYTHS - DON'T ALWAYS LISTEN TO YOUR FRIEND
    Medicaid is both a federal and state level program through which health care assistance is offered it’s to members. Each state administers their program differently than the next. Your Home in Florida: A Florida residents can own a…
  • Dec 19

    SPECIAL NEEDS TRUST FAIRNESS ACT

    SPECIAL NEEDS TRUST FAIRNESS ACT
    The Special Needs Trust Fairness Act (the “Act”) was signed into law on December 14, 2016. The Act amends federal law to enable disabled individuals to establish their own first-party payback Special Needs Trusts under 42 U.S.C.…
Rank this Week: 2178

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jan 6

    Sensitive Estate Planning Questions That You Must Addre

    Sensitive Estate Planning Questions That You Must Addre
    Understanding and Caring Attorneys Assisting with Estate Planning in the Long Island Area Estate planning tends to strike fear in some. After all, it is about planning the future after death. While that sounds morbid, it is a necessity if…
  • Dec 22

    The Importance of Holding a Family Meeting to Discuss Your Estate Plan

    The Importance of Holding a Family Meeting to Discuss Your Estate Plan
    New York Attorney Recommends Helping your Family Understand your Estate Plan via Family Meetings You have family meetings to discuss important issues in the family, but have you had one about your estate plan or what happens to finances after…
  • Dec 15

    How Will Your Reverse Mortgage Affect Your Beneficiaries?

    How Will Your Reverse Mortgage Affect Your Beneficiaries?
    New York Estate Planning Attorney Explains Reverse Mortgages and the Effect they may have on Your Estate You have seen the commercials and heard the advice from financial planners. However, once you take out that reverse mortgage, what…
Rank this Week: 1629

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/
  • Jan 6

    Problems Beyond Deportation

    Problems Beyond Deportation
    Nathalie Martin, Survival in the Face of Scarcity: The Undocumented Immigrant Experience, 58 Ariz. L. Rev. 103 (2016).Jill FamilyFor undocumented immigrants, deportation is a constant looming threat. Given the harsh and broad categories of…
  • Jan 5

    Comparative Avoidance

    Comparative Avoidance
    Erin F. Delaney, Analyzing Avoidance: Judicial Strategy in Comparative Perspective, 66 Duke L.J. 1 (2016).Adam N. SteinmanI’ll start this essay just as Erin Delaney starts her article—with a shout-out to Alexander Bickel. In The…
  • Jan 4

    Engendering the History of Legal Aid

    Engendering the History of Legal Aid
    Felice Batlan, Women and Justice for the Poor: A History of Legal Aid, 1863-1945 (2015).Deborah DinnerThe standard history of legal aid begins with the founding of the New York Legal Aid Society in 1876. It then chronicles male…
Rank this Week: 4714

Murphy's Law Blog

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/
  • Jan 5

    Do You Need an Estate Planning Audit?

    Do You Need an Estate Planning Audit?
    Does thinking about your original estate planning documents conjure up images of meeting in someone’s office a decade ago when you first got married or when you had a child? Or was it in the more recent past, but there are numerous…
  • Dec 14

    Multiple Reasons Why Your Estate Planning Needs a Lift This Year

    Multiple Reasons Why Your Estate Planning Needs a Lift This Year
    As we quickly approach 2017, it is an excellent opportunity to review your existing estate planning documents and determine if  you have fallen short. Unfortunately, far too many people make simple mistakes that can end up turning into…
  • Dec 7

    Key Tips to Help Maximize the Value of Parental Assets as They Age

    Key Tips to Help Maximize the Value of Parental Assets as They Age
    There may come a time when your parents turn to you as the adult child and request your assistance in helping them put together their estate plan or manage their assets appropriately. This is a worthwhile concern as you or other beneficiaries…
Rank this Week: 3735

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/
  • Jan 5

    Sharp as a Tack . . . Clear as a Bell

    Sharp as a Tack . . . Clear as a Bell
    Very often, when the proponent of a will (and sometimes even the attorney-draftsperson or witness) is questioned about the decedent’s mental state and the decedent’s instructions, the reflexive response is that the decedent was…
  • Nov 22

    A Flood . . . in the Basement

    A Flood . . . in the Basement
    A recent case decided by the Richmond County Surrogate revisits the law pertaining to probating lost or damages wills. In Matter of Larsen, the decedent’s will, apparently damaged in a flooded basement to the extent that the…
  • Sep 29

    Article 17-A Guardianship: It is Not for Everyone

    Article 17-A Guardianship: It is Not for Everyone
    In two recent decisions, Surrogate Lopez Torres of Kings County denied petitions for guardianship under SCPA Article 17-A, demonstrating the strict circumstances under which guardians are appointed under this particular statute. Unlike under…
Rank this Week: 4393

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
  • Jan 5

    New Years Resolution

    New Years Resolution
    Each year I am told of clients who had a new years resolution to “Get our estate plan done this year….” Each year they tell me they failed to do it until finally they came to see me. Often they tell me “the estate…
  • Dec 27

    Stuff happens… so finish your estate plan

    Stuff happens… so finish your estate plan
    Every year it happens. Every year I get to the end of the year and am amazed that some people I met with months ago have not finished their estate plans yet. People who have had rough drafts mailed to them long ago. People who have been…
  • Dec 8

    How to probate when a husband and wife die a year a part

    How to probate when a husband and wife die a year a part
    I had a really interesting fact pattern today that I wanted to share. I got the perspective client’s permission to share but, of course, names are changed for privacy. Sadly Gina’s mom, Molly, died in December of 2015 and her dad,…
Rank this Week: 2983

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Jan 5

    Will I Qualify for North Dakota Medicaid for the Aged?

    Will I Qualify for North Dakota Medicaid for the Aged?
    At some point during your retirement years there is a good chance that you will need long-term care (LTC).  The cost of that care could deplete a lifetime of savings in a short period of time if you failed to plan ahead and include…
  • Nov 29

    What Is a Partnership Buy Sell Agreement?

    What Is a Partnership Buy Sell Agreement?
    A small business may be structured using any of several different types of legal entities, including a partnership. If you have entered into a partnership agreement, you retain a valuable legal interest in the business. That interest is an…
  • Nov 24

    Types of Trusts for Farmer

    Types of Trusts for Farmer
    Family farms have been the backbone of the American economy for centuries. Despite efforts by big farming to take over the farming industry, family farms have survived – even flourished in many cases. In reality, it isn’t big…
Rank this Week: 2708

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Jan 5

    Wills, Estate Planning & Probate Seminar

    Wills, Estate Planning & Probate Seminar
    South Brunswick LibraryWills, Estate Planning & Probate SeminarMarch 6, 2017 at 2pm         Free community programWILLS & ESTATE ADMINISTRATION- PROTECT YOUR FAMILY AND MAKE PLANNING EASYSPEAKER: Kenneth Vercammen,…
  • Jan 2

    Marketing and Ethics in Municipal Court Practice in NJ

    Marketing and Ethics in Municipal Court Practice in NJ
    Marketing and Ethics in Municipal Court Practice … and ElsewhereMonday, January 30th from 5:30-8:30NJ Law CenterLearn how to make more money by ethically marketing your practice...and staying ethically compliant!This program will…
  • Dec 29

    New NJ Estate Tax Law, Wills, & Estate Seminar

    New NJ Estate Tax Law, Wills, & Estate Seminar
      Edison LibraryNew NJ Estate Tax Law, Wills & Estate Planning 2017 dates:February 13 at 7PMClara Barton Library, 141 Hoover Ave., Edison, NJ 08837(732)738-0096February 28 Edison Library Main Branch 340 Plainfield Ave., Edison,…
Rank this Week: 4282

New York Probate & Estate…

New York Probate & Estate Litigation Blog

Covers probate news, procedures and resources. By Philip M. Bernstein.

http://www.nyprobatelitigation.com/
Rank this Week: 2313

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jan 3

    Court Determines if a Loan to Oppositor is Allowable Under Estate Rule

    Court Determines if a Loan to Oppositor is Allowable Under Estate Rule
    This is a probate case where the decedent died on May 1, 2004, leaving a will which was admitted to probate on July 7, 2004. The decedent was survived by his four children. The will makes pre-residuary cash bequests of $45,000.00 to each of…
  • Jan 3

    Court Removes Preliminary Executor

    Court Removes Preliminary Executor
    In this estate proceeding, an Order and decree, Surrogate’s Court, New York County, entered on or about May 22, 1995, which removed the preliminary coexecutors, and appointed the lawyer and a Trust Company as temporary administrators,…
  • Dec 12

    Court Rules of Tax Apportionment Clause

    Court Rules of Tax Apportionment Clause
    This is a proceeding to construe the last will and testament of a testatrix who died on April 18, 2010, survived by five children. Her will, dated September 1, 2006 (the “Will”), was admitted to probate on July 2, 2010 and letters…
Rank this Week: 3091

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 2

    2017 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Account

    2017 IRS Contribution Limits for 401k, 403(b) and IRA Retirement Account
    The IRS recently announced the new cost of living adjustments to the annual limits on retirement contributions for 2017.  These limits reflect the amount of money you are able to contribute to certain tax benefited retirement…
  • Nov 13

    When is a Surviving Spouse Required to Make Election to Obtain Elective Share Against the Estate in Tennessee?

    When is a Surviving Spouse Required to Make Election to Obtain Elective Share Against the Estate in Tennessee?
    A surviving spouse has the ability to obtain an elective share (see prior post describing the details of an elective share under Tennessee law) of a decedent's property by filing a notice with the court.  The surviving spouse is required…
  • Oct 2

    Inventory Requirement Under Tennessee Probate Law

    Inventory Requirement Under Tennessee Probate Law
    Tennessee law requires the personal representative of the estate to file a complete inventory of the probate estate within sixty days after being appointed as the personal representative for the estate.  This is a very…
Rank this Week: 2680

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/
  • Dec 29

    Is Time really on your side when serving as a Trustee?

    Is Time really on your side when serving as a Trustee?
    Time Limitations for Proceedings Against Trustees: Discussing Failure to Account An individual serving as a trustee owes certain duties to the beneficiaries of that trust. One such duty is the duty to account to the beneficiaries. …
  • Dec 15

    Bang Bang – Pop goes the gun!

    Bang Bang – Pop goes the gun!
    Gun Trusts: Background Check Loophole Eliminated A gun trust is a legal device that makes it easier to handle firearms after the gun owner’s death. These trusts are used for guns that are regulated by federal laws: the National Firearms…
  • Nov 28

    Probate Court and Family Court collide

    Probate Court and Family Court collide
    Florida Appeals Court Comes Down Against Probate Creditor Claims From Child For Child Support Arrearages On May 11, 2016, the Fourth District Court of Appeal issued its decision in Davis v. Hengen regarding creditor claims for child support…
Rank this Week: 4009

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/
  • Dec 29

    Robin Williams’ family battles over estate

    Robin Williams’ family battles over estate
    Robin Williams’ widow Susan Williams settled out of court a lawsuit over the late actor’s estate last year. The highly publicized dispute with his children revolved around an estate worth an estimated $100 million. Disagreements…
  • Dec 5

    Michael Gilfix, National Experts Form Trump Policy Analysis Group

    Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with…
  • Nov 30

    Three mistakes parents of special needs children should avoid

    Three mistakes parents of special needs children should avoid
    Parents of special needs children hope to provide their offspring with financial security and the care they need. However, even with the best of intentions they risk making mistakes that could have costly, long-term consequences for their…
Rank this Week: 2005

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
  • Dec 27

    Trust Revocation: No Magic Art is Necessary

    Trust Revocation: No Magic Art is Necessary
    The Uniform Trust Code §602(c) provides that a settlor may revoke or amend a revocable trust by substantial compliance with a method provided in the terms of the trust or by any method manifesting clear and convincing evidence of the…
  • Dec 14

    Probate and Due Process in Florida

    Probate and Due Process in Florida
    DEATH, PROBATE AND DUE PROCESS:  Do the Notice Requirements Under the Florida Probate Code and Rules Pass Constitutional Muster? by Adrian P. Thomas, Michele M. Thomas and Daniel A. McGowan Property rights are among the basic substantive…
  • Dec 6

    Trustee’s Duty to Inform and Account

    Trustee’s Duty to Inform and Account
    A Trustee’s Duty to Inform and Account Under the Florida Law The essence of the trustee’s existence is to keep a trust’s beneficiaries adequately informed.  Florida probate practitioners, trust lawyers, and estate…
Rank this Week: 4161

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • 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…
  • Oct 18

    Estate of Matthews: Successful challenge to marriage

    Estate of Matthews: Successful challenge to marriage
    A fairly common scenario in estate litigation involves a claim from a widow to a share of an estate. Often there is a claim of a common law marriage. Texas recognizes common law marriage under some circumstances. Once established, a...
Rank this Week: 4990

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

Illinois attorney blog for estate planning, wills, trusts and probate.

http://www.illinoisestateplan.com/blog
  • Dec 21

    Happy Holidays 2016

    Happy Holidays 2016
    I hope you’re all having a joyous and memorable holiday season filled with friends and family and fun! I value all of our clients and take pride and joy in helping our clients to plan for their families’ futures and to guide…
  • Sep 29

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance

    Guest Blog: How Financial Aid and Student Loans are Affected by Gifts and Inheritance
    This guest blog post was written by Rachael Everly. Rachael is an undergraduate student who loves to write on the topics related business, finance, technology and education. Follow @RachaelEverly for further updates. Usually the last thing on…
  • Jun 27

    Ernie Banks Estate, Part 10: Settlement Talks and More

    Ernie Banks Estate, Part 10: Settlement Talks and More
    This is the ninth installment in my series on various legal aspects of the Estate of Ernie Banks. You can read my first nine pieces here. I’m back! It’s been a couple months since my last blog post and over six months since my…
Rank this Week: 2525

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Dec 20

    Why A Successor Trustee Is Important

    Why A Successor Trustee Is Important
    If you are considering the addition of a trust agreement to your estate plan you will need to make a number of important decisions should you decide to create a trust. Deciding who to appoint as the Trustee of your trust is one of those…
  • Dec 13

    Why Should Incapacity Planning Be Included in Your Estate Plan?

    Why Should Incapacity Planning Be Included in Your Estate Plan?
    A comprehensive estate plan should do far more than simply provide a roadmap for the distribution of your estate assets after your death. Components such as tax and probate avoidance, special needs planning, or retirement planning can easily…
  • Dec 6

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?

    Under a Power of Attorney Can an Agent Make Gifts on Your Behalf?
    A power of attorney is a commonly used legal document, often included in a comprehensive estate plan. When used properly, a power of attorney, or POA, can be a beneficial addition to your estate plan. Unfortunately, people often execute a POA…
Rank this Week: 2642

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/
  • Dec 20

    Is an Irrevocable Trust for Wife, Settled by the Husband, Subject to Equitable Distribution

    Is an Irrevocable Trust for Wife, Settled by the Husband, Subject to Equitable Distribution
    A spouse's interest in an irrevocable trust, normally established by the spouse's parent or other relative, is not subject to equitable distribution in a divorce.  But what about an irrevocable trust established by one of the spouses?…
  • Dec 13

    Citizenship of Trustees Controls For Federal Diversity Jurisdiction

    Citizenship of Trustees Controls For Federal Diversity Jurisdiction
    The citizenship of a traditional trust for purposes of federal court’s diversity requirement is determined by the citizenship of the trust’s trustees. Diversity jurisdiction is a form of subject matter jurisdiction permitting…
  • Dec 7

    Another Great Review for Probate Lawyer Brian Spiro

    Another Great Review for Probate Lawyer Brian Spiro
    From a client: Dear Brian, Your tenacity, patience, intellect and thoughtfulness are truly appreciated. You turned the underdog into top dog!  We both thank you and know that you are at the beginning of a very successful career!…
Rank this Week: 1741

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/
  • Dec 16

    Bias on the bench

    Bias on the bench
    Inheritance cases are almost always bench trials, which means they’re decided by a jury of one: your judge. If one person’s going to determine the outcome of your entire case, you’d better be aware of the unconscious biases…
  • Dec 12

    4th DCA: Love and marriage in contested Florida guardianship

    4th DCA: Love and marriage in contested Florida guardianship
    Smith v. Smith, — So.3d —-, 2016 WL 803625 (Fla. 4th DCA March 2, 2016) As Bette Davis once famously quipped, getting old ain’t for sissies. But it’s a whole lot easier if you’re married. And…
  • Nov 28

    4th DCA: Can an e-filing mistake blow your probate creditor filing deadline?

    4th DCA: Can an e-filing mistake blow your probate creditor filing deadline?
    United Bank v. Estate of Frazee, — So.3d —-,  2016 WL 3745512 (Fla. 4th DCA July 13, 2016) Sometimes you blow a deadline and your judge cuts you a break (see here). Sometimes you’re not so lucky. This case is an example…
Rank this Week: 2321

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
Rank this Week: 3563

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

Covers estate planning, probate, guardianships, disability and elder law.

http://www.boydstunlaw.com/blog/
  • Nov 28

    It's Time to Reassess Your Medicare Choice

    It's Time to Reassess Your Medicare Choice
    Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7. The post It's Time to Reassess Your Medicare Choices appeared first on Boydstun.
  • Nov 28

    States Begin Offering State-Run Retirement Plan

    States Begin Offering State-Run Retirement Plan
    Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer. The post States Begin Offering State-Run…
  • Nov 28

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017

    Typical Social Security Recipient Will Get $4 Benefit Increase in 2017
    Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years. The post Typical Social Security Recipient Will Get $4 Benefit Increase in 2017…
Rank this Week: 2691

Estate Planning and Elder Law Blog

Estate Planning and Elder Law Blog

Covers estate planning, elder law, and probate topics in New York. By the Law Offices of Roman Aminov.

http://www.aminovlaw.com
  • Nov 28

    Contesting a Will in New York: An Overview of Will Contest

    Contesting a Will in New York: An Overview of Will Contest
    People (usually those who have been disinherited) often wonder if they have any rights to contest a last will and testament of a loved one which they believe to be an invalid will. There may be many reasons why they believe the will to be a…
  • Aug 29

    Probating a Copy of a Lost Will in New York

    Probating a Copy of a Lost Will in New York
    In order to probate a will, i.e. to have it accepted by the Court as the decedent’s Last Will and Testament, New York States Surrogate’s Courts require the original Will to be turned over to the Court. What happens, however, if…
  • Jul 6

    Estate Planning for Young Familie

    Estate Planning for Young Familie
    Young people, including the author, tend to think they are invincible. They don’t plan on getting sick or even worse, dying. Why, then, do they need an estate plan? For the same reason that older people create them: we are all mortals…
Rank this Week: 1779

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

Covers estate planning, tax and probate law. Published by Moravecs, a Professional Law Corporation.

http://losangelesestateprobatelawyer.blogspot.com/
Rank this Week: 4339

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

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

http://www.californiatrustestateandprobatelitigation.com
  • Nov 22

    Selecting your Trust or Will litigation lawyer

    Selecting your Trust or Will litigation lawyer
    How do you select a lawyer to represent you in a Trust or Will litigation matter? It can be a frustrating process. What we suggest to people is to be comfortable with the person you are meeting with before hiring a lawyer. Lawyers have a…
  • Nov 8

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit

    How to fight against the Big Dogs: Fighting big law firms in Trust and Will litigation lawsuit
    Occasionally we are asked about fighting against a big firm. Maybe your Trustee decides to hire a big firm in Los Angeles, New York, Chicago, Boston, or some other big city. How are you going to fight your Trustee when he or she is…
  • Oct 25

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust

    Would you pay money to take on a thankless job? Fighting to be Trustee of a California Trust
    There are times when a Trust settlor names a successor Trustee who is not a beneficiary of the Trust. This is often a great idea because naming a child as Trustee can be disastrous. And naming two or more children as Co-Trustees is a…
Rank this Week: 3655

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
Rank this Week: 3330

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Nov 2

    New York Will Contests Can Be Avoided

    New York Will Contests Can Be Avoided
    There are many great reasons to create an estate plan. The New York Probate Lawyer Blog has published many posts discussing the basics of estate planning. Preparing and signing documents such as a Last Will, Living Will, Health Care Proxy,…
  • Oct 26

    New York Wills Need to Be Properly Prepared and Signed

    New York Wills Need to Be Properly Prepared and Signed
    The preparation and signing of Wills in New York is an important part of the estate planning process. Creating documents such as a Last Will, Living Will, Health Care Proxy and Living Trust is an important first step in expressing a persons…
  • Oct 19

    New York Estate Planning Involves Many Consideration

    New York Estate Planning Involves Many Consideration
    Planning an estate in New York requires that numerous factors be considered. The testator or creator of a Last Will or Trust should begin by making a complete inventory and review of his assets. The New York Probate Lawyer Blog has many posts…
Rank this Week: 4515

Phoenix Probate Lawyers Blog

Phoenix Probate Lawyers Blog

Covers probate and estate planning. By Platt & Westby, P.C.

http://www.phoenixprobatelawyersblog.com/
  • Oct 27

    Communicating Religious Values in Your Estate Plan

    Communicating Religious Values in Your Estate Plan
    Providing for religious needs in your estate plan. The post Communicating Religious Values in Your Estate Plan appeared first on Phoenix Probate Lawyers Blog.
  • Oct 14

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust

    Trustees Not Personally Liable When Entering Contracts On Behalf of the Trust
    Did you know a Trustee is protected from personal liability when entering into contracts in their fiduciary capacity? This does not protect the Trustee outright, particularly if they are mishandling the estate. Learn more here. The post…
  • Oct 6

    Will or Trust Contests and How to Avoid Them

    Will or Trust Contests and How to Avoid Them
    Learn how to protect your estate plan from litigation after your passing. The post Will or Trust Contests and How to Avoid Them appeared first on Phoenix Probate Lawyers Blog.
Rank this Week: 1988

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
  • Oct 19

    Living Life to the Fullest!

    Living Life to the Fullest!
    As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes not in the best of health, they don’t let age slow them down.…
  • Oct 12

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

    Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?
    A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was in a rush, she explained that her mother was going to be applying for Medicaid the next day, and someone…
  • Sep 30

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?

    Can I Authorize a Relative to Make Medical Decisions for my Minor Child?
    I recently received a note from concerned grandparents. Their daughter had died, and their son- in-law was often away on business trips for weeks at a time. They took care of their grandchildren in their father’s absence, but were…
Rank this Week: 4791

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/
  • 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…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
  • Sep 23

    Make a Better Charitable Gift

    Make a Better Charitable Gift
    Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal,…
Rank this Week: 3199

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Sep 20

    How you can benefit from elder law services - Video | KRIV

    How you can benefit from elder law services - Video | KRIV
    via www.fox26houston.com How you can benefit from elder law services? ElderCounsel CEO, Valerie Peterson, J.D., was live on Fox 26 Houston on Thursday, September 15. She talked about common elder law planning misconceptions, long term care in…
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
Rank this Week: 4639

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/
  • 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…
  • Jun 29

    23 Mile Buckskin Gulch Hike

    23 Mile Buckskin Gulch Hike
    Lest any of our friends or clients think that all we do is go to court, take depositions and sit in the office talking on the phone or doing research and writing, we decided to share the video of our epic hike of Wire Pass, Buckskin Gulch and…
  • Mar 10

    Keeping a Healthy Brain

    Keeping a Healthy Brain
    Most people are concerned about keeping their brains healthy and active as they age. With high anticipated rates of Alzheimer’s disease and dementia projected for the future, this should be important for everyone. Indeed, the…
Rank this Week: 4692

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

A discussion of trusts and estates litigation in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
Rank this Week: 2071

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com
  • 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…
  • Jul 26

    ALERT: Confirm Designated Beneficiary on Your Bank Account!

    ALERT: Confirm Designated Beneficiary on Your Bank Account!
    In the past year, we’ve had at least 5 calls requesting our Florida probate representation for just a regular checking account. If the deceased owner of the account had simply confirmed the designated beneficiary, probate could have…
Rank this Week: 1597

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: 2509