Listen to Hull on Estates #397 – Collaboration between estate planning and estate litigation lawyers. Today on Hull on Estates, Paul Trudelle and Nick Esterbauer discuss an article by Michael Sneeringer on the advisability of collaboration between estate planning lawyers and estate litigation lawyers, and some potential scenarios where collaboration opportunities may arise. The article can be found here.
In terrorem clauses generally provide that, where a beneficiary under a testamentary instrument unsuccessfully challenges the instrument’s validity, the beneficiary will forfeit any interests obtained under the instrument.
Sometimes it seems like the bills never stop coming in. In some cases, they can keep coming long after the account holder’s death.
Thomas Puccio captured the world’s attention at the Abscam trial. Think American Hustle. He died in 2012. A claim of legal malpractice, itself riddled with mistakes was recently dismissed.
‘Hot tubbing’– or ‘concurrent evidence’ as it is more formally known, is a means of eliciting expert evidence at trial, whereby the expert witnesses give their evidence in chief together and by engaging in discussion directly with the trial judge and each other.
Seattle Business Magazine just recognized Washington companies that are celebrating more than 100 years of continuous operations in the state.
Lawyers are duty-bound to provide “zealous” advocacy for their clients. The term “zealous” means to show zeal, and zeal means “great energy or enthusiasm in pursuant of a cause or an objective.”
It can be confusing, and a little worrisome, to be kept in the dark by your Trustee. Time to find out what’s going on. In this video, Keith Davidson discusses how to find out what your Trustee is up to.
At the recent Estates and Trust Summit, Ian M. Hull spoke about the difficult legal consideration of testamentary capacity, and the impact of Narcissistic Personality Disorder (NDP) on one’s soundness of mind.
In September, the Tax Court issued its opinion in Cavallaro v. Commissioner, T.C. Memo 2014-189, holding that a merger of two family-owned businesses resulted in a $29.6 million gift from Mr. and Mrs. Cavallaro to their three sons.