As of 12:01 AM today, January 6, same sex couples can now get married in the state of Florida. I have written about estate planning for same sex couples before, but now this changes everything (in a good way). Before planning for a same sex couple involved using documents and contracts to establish a contractual relationship… Read More
WSJ: A Guide to Picking the Right Trust
Good article in the journal today. “For many investors, trusts are an ideal way to keep portfolios safer for the long term. The hard part is knowing what kind of trusts to set up and how to do it. Trusts can protect assets from taxes and legal threats, and provide income for family and descendants for… Read More
I am now Board Certified in Wills, Trusts, and Estates
Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and… Read More
I am now Board Certified by the Florida Bar in Wills, Trusts, and Estates
Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and… Read More
Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law Commission has approved the Uniform Fiduciary Access to Digital Assets Act. This act allows fiduciaries – personal representatives/executors, trustees, guardians, and agents acting under… Read More
Finding Your Digital Assets After Death
I’ve written before about estate planning for your digital assets and online accounts. Well this article isn’t necessarily about planning, but what happens after you die – especially if you don’t plan (or even if you do). I do both estate planning and probate and trust administration. That means not only do we help people plan… Read More
IRS Releases Revised Publication 3966: Living and Working with Disabilities
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
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
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
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