Total 411 Posts
The testator disinherited her only son who was 51 years old and suffered from Hepatitis C. The son sought an order that adequate provision be made for his proper maintenance and support from his mother’s estate. A good discussion of the principles of dependant support.
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Man vs. Beast Continue Reading »
Contested wills, Estate Litigation, Philanthropy/Charitable Giving, WillsA recent on-line article in Rolling Stone magazine describes how nearly five years following the death of the legendary James Brown, his estate, which had a value of approximately $100 million dollars on the date of his death, remains undistributed…..
Litigation Involving the Estate of the Godfather of Soul Continue Reading »
Estate Litigation, Family ConflictLast week, the Court of Appeal delivered its judgment in Smith v. Rotstein. The decision appealed from was a summary judgment under old Rule 20 dismissing Ms. Rotstein’s will challenge…..
In the years that I have been practicing I’ve come to realize the importance of having a team approach to addressing a client’s estate plan. Whether the team includes the accountant, who suggests an ‘estate freeze’, the insurance advisor who considers the extent and type of insurance needed to best fulfill the client’s goals, the investment advisor who works to achieve both the client’s retirement and legacy goals or other lawyers who are involved in the client’s legal affairs, all the advisors have a role to play in ensuring the client’s estate play is properly implemented. No where is the team approach perhaps more paramount than when the areas of family and estate law intersect…..
Making sure you play with your best hand Continue Reading »
Estate Litigation, Estate Planning