Category Archives: Estate Planning and Administration
Estate Planning: Things to Do Before You Die
As seen on Credit.com: Estate planning is the process of establishing a framework to manage your assets upon death, disability or incapacity. It involves…
Recent Trust Litigation Victory For SBEMP: Co-Trustee Removed For Violations of Fiduciary Duties
Trust Case Summary: As a result of the intervention of SBEMP, a recent court decision ordered a co-trustee in violation of fiduciary duties be removed…
The Use of Special Needs Trusts in Estate Planning
Special Needs Trusts Most parents want to leave assets to their children when they die. If an individual with a significant cognitive disability receives assets, they…
Find Out If A Special Needs Trust Is Right For You
If you or a loved one has special needs, you may want to help get them a special needs trust. However, before going out and…
How to Proceed with Creditor Claims in Probate Law
Creditor claims in California are a detailed and intricate part of probate law. If you fail to comply exactly as the rules state, you will…
Things To Know About A Durable Financial Power Of Attorney
A Financial Power of Attorney is a person who is able to make financial decisions for you if you become incapacitated and unable to make…
Handling Problems in Probate
Probate is the legal method by that the fiduciary (executor) of the estate ultimately settles all affairs of a deceased dearest. It is typically more…
Why DIY is Hazardous to Your Estate Plan
Estate planning attorneys may work with financial experts to help customers create legally-binding trusts related to the disbursement of money and assets. Great legal representatives…
Estate Case Update From The NJ State Bar Association
Case update from the NJ State Bar Association: 38-2-5185 In the Matter of the Estate of Mary Jane Lynch, N.J. Super. App. Div. (Suter, J.A.D.) (19…
How Are Gifts After Death Treated According to Estate Tax Law?
After the death of an estate owner, the estate is taxed whenever the property is transferred. In order to limit estate taxes, the individual can…
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