On September 26, 2013, the Internal Revenue Service released a revised version of Publication 3966: Living and Working with Disabilities. The two page information sheet provides “basic information about existing tax credits and benefits that may be available to qualifying taxpayers with disabilities, parents of children with disabilities, and businesses or other entities wishing to accommodate… Read More
Lee v. Estate of Payne: Is the Florida law against holographic wills unconstitutional?
Tl;dr = Upheld but kicked up to the Supremes One of the first things you learn in the basic wills and trusts class in law school is that in order for a will to be valid, it has to adhere to certain formalities. If it doesn’t, then the will is invalid, and the estate passes… Read More
Searle v. Bent: Court can rely on verified statement vs. less restrictive alternative to a guardianship
Incapacity planning can prevent a guardianship. Although I often write about estate planning and taxes, an essential part of our practice also concerns Guardianships. A court will appoint a Guardian of a person if the court determines them to be incapacitated, or “judicially determined to lack the capacity to manage at least some of the… Read More
Slate Article on Digital Afterlife
Good article at Slate.com on estate planning for digital assets. It’s co-written by Naomi Cahn who was my law school contracts professor. She also serves as the Reporter on the Fiduciary Access to Digital Assets drafting committee of the Uniform Law Commission – of which I am an ABA Section Advisor. Check it out: Slate:… Read More
Fintak v. Fintak: Renunciation of Trust Benefits not Required Before Settlor Can Challenge its Validity.
In the recent case of Fintak v. Fintak, (No 2D12-3407 2nd DCA, August 23, 2013), the Second District Court of Appeals issued a ruling which excited legal nerds (like me) by discussing the Renunciation Rule as applied to self-settled trusts. It’s a technical case with some convoluted facts, but if you bear with me, I think it’s fairly… Read More
Slate’s “Dear Prudence” on Estate Planning
I’m a big fan of Slate Magazine‘s Dear Prudence column. Currently written by Emily Yoffe, it’s an Ann Landers-style advice column. It’s well written, often witty, and can deal with issues both serious and silly. In yesterday’s column, a reader asked about problems she was having getting her father to do estate planning. According to the… Read More
Welcome to my new blog
[dropcap1 variation=”blue”]W[/dropcap1]elcome to my new blog. I will probably be blogging here, at the website of my new firm, either instead of, or addition to, my blog at South Florida Estate Planning. Things are still under construction though, and I’m still figuring things out. Stay tuned.
I’ve been named a “Rising Star” by Super Lawyers magazine
I’m pleased to announce that I’ve been named a “Rising Star” by Super Lawyers magazine in the area of Estate Planning & Probate. http://digital.superlawyers.com/superlawyers/flslrs13#pg101
My Interview on the Shalom Show
Below is my interview with the Shalom Show, a Jewish public affairs cable show that is on tv nationwide.
Man dies with $40 million, no will, and no heirs
Today’s crazy estate planning story comes from the New York Times, He Left a Fortune, to No One. Roman Blum died in New York last year at 97 years old. He was a Holocaust survivor and a successful real estate developer worth over $40 million. Not only did he die intestate, which means without a… Read More
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