James Brown died nearly eight years ago at the age of 73.
Continue Reading Downbeat Legacy for James Brown, Godfather of Soul: A Will in Dispute
Lessons from “Clarity on Capacity”: A UK-law perspective on the unique ethical challenges faced by estate planners representing clients with diminished capacity
Florida ethics Rule 4-1.14 and its ABA model-rules counterpart, Rule 1.14, address
Continue Reading Lessons from “Clarity on Capacity”: A UK-law perspective on the unique ethical challenges faced by estate planners representing clients with diminished capacity
Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
WealthCounsel’s 7th Annual Industry Trends Survey looked at the business challenges
Continue Reading Survey: top three reasons families engage in estate planning: (1) avoid probate (59%), (2) minimize discord among beneficiaries (57%), and (3) protect children from mismanaging their inheritances (39%).
Changing trustees can be contentious, but there are ways for beneficiaries to ease the process.
As a family trust moves into its second or third generation, it’s
Continue Reading Changing trustees can be contentious, but there are ways for beneficiaries to ease the process.
Roughly 70% of families lose a chunk of their inherited wealth, mostly due to estate battles. How to manage estate litigation risk? Think process . . . then think mandatory arbitration
How much wealth is inherited in trust?
If you earn your living working with and around trustees, beneficiaries and
Continue Reading How much wealth is inherited in trust?2012-13 Probate Court Filing Statistics
If you make your living in and around our probate courts you’ll
Continue Reading 2012-13 Probate Court Filing Statistics
What litigators can learn from the OCC’s “Comptroller’s Handbook for Fiduciary Activities”
The fiduciary duty of care sets the minimum level of diligence and
Continue Reading What litigators can learn from the OCC’s “Comptroller’s Handbook for Fiduciary Activities”
Texas Supreme Court weighs in on enforceability of mandatory arbitration provisions in trust agreements; votes YES
Readers of this blog know I’m a big fan of mandatory arbitration
Continue Reading Texas Supreme Court weighs in on enforceability of mandatory arbitration provisions in trust agreements; votes YESThe Town Where Everyone Talks About Death
NPR’s Planet Money did a great piece on Living Wills entitled The
Continue Reading The Town Where Everyone Talks About Death