In May, I posted about “Estate Planning in the Digital Age” and mentioned the practical limitations of shared passwords as a means of digital estate planning.
Challenging a will is often a very difficult process.
S.D. Fla: In Case of First Impression, Federal Judge Rules On Constitutionality of Florida’s New Trust-specific Long Arm Statute
If you’re a trusts and estates litigator in Florida, sooner or later you’re going to be involved in some kind of multi-jurisdictional case.
In many states, Living Trusts are a person’s key estate planning document.
Recently proposed Treasury Regulations (“Proposed Regulations”), if enacted as proposed, would curtail valuation discounts that currently reduce the value of certain business interests transferred during life or at death for gift, estate, and generation-skipping transfer tax purposes.
The IRS has at last issued long-anticipated proposed regulations under Code §2704.
Law is a subjective pursuit. Only after everything is said and done can you look back and diagnose the good and the bad.
“An ethical estate planning attorney will plan for his client, not for himself.” With those words, the California Court of Appeal recently ripped Southern California attorney John LeBouef for taking advantage “of an elderly and mentally infirm person to enrich himself.”
Three lawsuits filed in early August suggest that plaintiffs’ law firms, representing employees of colleges and universities, are looking at higher education retirement plans as potential targets for lawsuits seeking millions of dollars in damages.
Coordinating a Testator’s Intention with Public Policy Can Prove Challenging When Construing an in Terrorem Condition
In construing an in terrorem provision, or any part of a will, the paramount consideration is identifying and carrying out the testator’s intent.