Total 162 Posts
Today’s blog, while not about the Blue Jays winning the series (I was having a tough time finding the ‘estates’ connection), continues with the theme of Financial Literacy…..
Financial Literacy, part 2 Continue Reading »
Estate Administration and Probate Applications, Power of AttorneyOn Tuesday, September 29, I spoke at an OBA program entitled “The Family Business: Administration and Litigation of Trusts and Estates Holding Business Assets.” At the end of the program, there was an interesting discussion about the distinction between compensation for estate trustees and compensation for POAs or guardians of property appointed pursuant to the Substitute Decisions Act (“SDA”). A regulation to the SDA sets out the prescribed rates of….
POA versus Executor Compensation Continue Reading »
Attorney Compensation, Compensation, Executors, Passing Of Trustees’ and Executors’ Accounts, POA Compensation, Power of Attorney, Trustee, Trustee CompensationIn two cases decided in 2010, the Court considered whether it was appropriate for an attorney for property to pay herself for care services provided to an aging parent….
Love in the Age of Expectation Continue Reading »
Capacity Law, Elder Care, Family Conflict, Guardianship, Passing Of Trustees’ and Executors’ Accounts, Power of AttorneyWith many couples, one or both spouses have had previous marriages or common law relationships. For many reasons, these couples’ estate planning instructions are not usually the traditional “all to my spouse with a gift over to my issue”, and clients should understand how their estat planning decisions may be impacted by family law…..
Interrelation of Family Law and Estate Planning Continue Reading »
Capacity Law, Estate Planning, Family Conflict, Power of Attorney, Property, Spouse, WillsMuch has been written about probate fee avoidance. Can you with a power of attorney engage in probate fee avoidance on behalf of a testator whose estate may be subject to probate fees?
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AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY? Continue Reading »
Capacity Law, Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Planning, Executors, Guardianship, Joint Tenancy, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Probate Tax, Property, Wills