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Estate Planning

Wills, Trusts & Estates Prof Blog

A resource to enhance the teaching of courses that address intestate succession, wills, trusts, estate administration, non-probate assets, planning for disability, and other matters pertaining to estate planning.
By Gerry W. Beyer

Post Frequency: 44.9/day

Last Entry: April 01, 2011 at 14:00:00

Cy Pres Reform -- good or bad?

Posted on May 08, 2009
Iris J. Goodwin (Associate Professor, University of Tennessee College of Law) has recently published his article entitled Ask Not What Your Charity Can Do For You: Robertson v. Princeton Provides Liberal-Democratic Insights Into the Dilemma of Cy Pres Reform, 51...

Maine governor signs same-sex marriage legislation

Posted on May 07, 2009
Earlier on this blog, I reported that on April 30, 2009, the Maine Senate voted 21 to 14 in favor of a bill that would authorize same-sex marriage. Then I reported that on May 5, 2009, the Maine House of...

The problems with "heirs property"

Posted on May 07, 2009
Meghan E.B. Pridemore (Clerk, U.S. Bankruptcy Court for the E. Dist. of N.C.) has written a new article entitled Tides, Torrens, and Family Trees, Prob. & Prop., May/June 2009, at 24. Here is an excerpt from her article: The article...

Offshore account voluntary disclosure rules

Posted on May 07, 2009
Gideon Rothschild (Partner, Moses & Singer LLP, New York, New York) has recently posted his article entitled New Voluntary Disclosure Procedure For Offshore Accounts. Here is an excerpt from the article: Amidst the UBS investigation of offshore bank accounts, the...

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The lawyer's duty towards retained estate planning documents

Posted on May 07, 2009
Jennifer A. Kosteva (Associate, McGuireWoods LLP, Richmond, Virginia) has recently posted her article entitled Where There's a Will, There's a . . . Duty?: A Closer Look at the Safekeeping of Clients' Original Estate Planning Documents. Here is an excerpt...

Required Minimum Distribution CLE

Posted on May 06, 2009
The ABA's Section of Real Property, Trust and Estate Law is sponsoring a teleconference and live audio webcast on May 12, 2009 entitled Planning Opportunities in the Wake of Suspension of the RMD Rules. Here is a description of the...

Majel Barrett's Pet Trust

Posted on May 06, 2009
Majel Barrett, widow of Star Trek creator Gene Roddenberry and who appeared in many episodes of the series and supplied the computer voice in all Star Trek movies (including Star Trek which is being released on May 8, 2009), died...

Maine House of Representatives approves same-sex marriage legislation

Posted on May 06, 2009
Earlier on this blog, I reported that on April 30, 2009, the Maine Senate voted 21 to 14 in favor of a bill that would authorize same-sex marriage. On May 5, 2009, the Maine House of Representatives also approved this...

CALI to sponsor Social Media Best Practices Workshop

Posted on May 06, 2009
The Center for Computer-Assisted Legal Instruction (CALI) is conducting a Social Media Best Practices Workshop at its 19th Annual Conference for Law School Computing on June 18, 2009 at the University of Colorado Law School in Boulder, Colorado. Here are...

Charitable donation recommendations

Posted on May 05, 2009
Below is a summary of the advice to charitable donors provided in Paul Sullivan, Keep Donations Flexible Now to Avoid Conflict Tomorrow, NY Times, May 2, 2009: Donors need to anticipate that problems could occur in the near and distant...

Friedman publishes social history of wealth transmission at death

Posted on May 05, 2009
Lawrence M. Friedman (Marion Rice Kirkwood Professor of Law, Stanford Law School) has recently published his book entitled Dead Hands -- A Social History of Wills, Trusts, and Inheritance Law. Here is the publisher's description of this book: The law...

First U.S. face transplant patient continues to do well

Posted on May 05, 2009
Earlier on this blog, I reported that things were going well for Connie Culp who received the first face transplant performed in the United States. Here is some additional information from AP, 1st U.S. face transplant shows face, USA Today,...

Unusual gay marriage bill advances in District of Columbia

Posted on May 05, 2009
On May 5, 2009, the District of Columbia Council approved legislation by a 12 to 1 vote which recognizes same-sex marriages if they are performed in another jurisdiction. The legislation, however, does not authorize same-sex marriages to take place in...

More on Maryland's new pet trust statute

Posted on May 04, 2009
Earlier on this blog, reported that on April 14, 2009, Maryland's Governor O'Malley signed into law House Bill 149 which authorizes statutory pet trusts effective October 1, 2009. For additional discussion of this new legislation, see Eileen Ambrose, Pets in...

Wills & Estates Professors Receive Awards at Texas Tech

Posted on May 04, 2009
During the past few weeks, several professors at the Texas Tech University School of Law whose teaching and writings are focused in the estate planning area have received significant awards and honors. President's Academic Achievement Award -- Professor Vaughn James...

Luther Burbank

Posted on May 04, 2009
According to Wikipedia, "Luther Burbank (7 March 1849 ? 11 April 1926) was an American botanist, horticulturist and a pioneer in agricultural science. He developed more than 800 strains and varieties of plants over his 55-year career. Burbank's varied creations...

Gross case analyzed

Posted on May 04, 2009
Prof. Wendy Gerzog (Professor of Law, University of Baltimore School of Law) has recently posted on SSRN her article entitled Gross: FLP Sequence and its Consequence. Here is the abstract of her article: The author analyzes the recent Gross case...

Organ donations decreasing -- bad news for individuals on waiting lists

Posted on May 03, 2009
The following excerpts are from Dave Undis, Transplant statistics all bad news, LifeSharers, May 1, 2009: The number of deceased organ donors in the United States went down in 2008. So did the number of live organ donors. According to...

Uniform Power of Attorney Act

Posted on May 03, 2009
Gerry W. Beyer (Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law) has recently posted on SSRN his article entitled The Uniform Power of Attorney Act: New Solutions to Old Problems which also appears as...

Damon Runyon's wills and codicil

Posted on May 02, 2009
Damon Runyon (October 4, 1880 ? December 10, 1946) was a writer and reporter. He is well-known for a variety of his writings including two of his stories which were melded to create the Broadway play, Guys and Dolls. Damon's...

Top SSRN Downloads

Posted on May 02, 2009
Here are the top downloads from March 3, 2009 to May 2, 2009 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 266 2008 Developments...

Astor Trial Update

Posted on May 01, 2009
Earlier on this blog, I discussed various issues regarding Brooke Astor and the disputes with her son and grandson. On August 13, 2007, Brooke died at her Holly Hill estate in Briarcliff, New York at the age of 105. A...

Maine Senate approves same-sex marriage legislation

Posted on May 01, 2009
Yesterday (April 30, 2009), the Maine Senate voted 21 to 14 in favor of a bill that would authorize same-sex marriage. Reports indicate that the bill has even broader support in the Maine House of Representatives which is scheduled to...

Happy Law Day!!

Posted on May 01, 2009
Happy Law Day!!

Britney Spears Update

Posted on May 01, 2009
The conservators of Britney Spears have recently obtained a permanent restraining order for Britney and her two sons (Sean Preston and Jayden James) which prevents Sam Lufti (Britney's alleged former attorney) and Jon Eardley from coming within 300 feet of...

Will adopted partners be charged with incest?

Posted on April 30, 2009
Terry L. Turnipseed (Associate Professor, Syracuse Univ. School of Law) has recently posted on SSRN his article entitled Scalia's Ship of Revulsion Has Sailed: Will Lawrence Protect Adults Who Adopt Lovers to Help Ensure their Inheritance from Incest Prosecution? Here...

Estate Tax Update

Posted on April 30, 2009
The following estate tax status update is from US Congressional Budget To Extend Current Estate-Tax Law, Wall St. J., April 27, 2009: The congressional budget resolution would maintain the estate tax at current levels, providing an exemption of $3.5 million...

Estate Planning for Jet Owners

Posted on April 29, 2009
Michelle M. Wade (Partner, Jackson & Wade, L.L.C., Shawnee, Kansas) and Dillon L. Strohm (Associate, Jackson & Wade, L.L.C., Shawnee, Kansas) have recently published their article entitled Trusts, Estate Planning and The Family Jet. The following is from the introduction...

Estate tax and family businesses

Posted on April 29, 2009
David Joulfaian (U.S. Dept. of Treas.) has recently posted on SSRN his article entitled The Estate Tax and the Demise of the Family Business: A Comment. Here is the abstract of his article: A recent paper by Brunetti (2006) examines...

Should Spainish law adopt the common law trust concept?

Posted on April 28, 2009
Sonia Mart�n Santisteban has recently posted on SSRN her article entitled The Trust Institution in the United States. Its Applications in Family Law, 2 InDret (Apr. 2009). Here is the abstract of the article (Note: Article is in spanish): European...

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