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
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
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
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
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
[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’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
Below is my interview with the Shalom Show, a Jewish public affairs cable show that is on tv nationwide.
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
Banks Often Refuse to Accept Powers of Attorney One of the things that’s becoming more and more frustrating for trusts and estates lawyers in Florida is the refusal of banks and other financial institutions to accept properly drafted powers of attorney. A power of attorney is a document in which a person (the principal) grants… Read More