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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

Prof. Morgan Shipman dies

Posted on December 05, 2008
It is with a heavy heart that I report the passing on December 3, 2008 of Emeritus Professor Morgan Shipman of the Moritz College of Law (Ohio State University). The following is from the announcement sent by Dean Alan C....

Should a citizen's death continue to be a source of financial windfall to the government?

Posted on December 04, 2008
The debate on how to handle the upcoming demise and then resurrection of the federal estate tax continues to be waged. Yesterday, the Citizens for Tax Justice came out in favor of retaining the estate tax at a relatively high...

New Zealand organization to help its members with organ donation costs

Posted on December 04, 2008
The New Zealand branch of LifeSharers has decide to provide a member a $1,000 to help his or her family with expenses if the donated organs go to another LifeSharers member. The following is from the organization's press release entitled...

43rd Annual Heckerling Institute on Estate Planning

Posted on December 04, 2008
On January 12-16, 2009, the School of Law at the University of Miami will sponsor the 43rd Annual Heckerling Institute on Estate Planning in Orlando, Florida. Here is a description of the Institute: The Heckerling Institute on Estate Planning is...

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Dates for ABA's RPTE Annual Spring Symposia announced

Posted on December 04, 2008
The American Bar Association's Section of Real Property, Trust and Estate law will hold its 20th Annual Spring Symposia in Washington, D.C. on April 30-May 1, 2009. Attendees will be able to earn CLE credits while learning about recent hot...

People low on list for livers get "bad" ones

Posted on December 03, 2008
The following excerpts are from Newswise, Patients Low on Liver Transplant List Not Getting Best Organs, Newswise.com, Nov. 1, 2008: An organ allocation policy that puts the sickest patients first in line to receive available donor livers for transplantation has...

"Trust World" website now online

Posted on December 03, 2008
The following is from TrustWorld.net's October 10, 2008 announcement about its new website: TrustWorld is the only completely FREE to access website offering detailed information on international trusts. It is a resource for the Professional and the Consumer with surveys...

Same-sex heart transplants work better

Posted on December 03, 2008
According to a study conducted by Nishant D. Patel, B.A., Stuart D. Russell, M.D., William A. Baumgartner, M.D., Ashish S. Shah, M.D., and John V. Conte, M.D. and reported in Gender Matching Aids Long-term Survival After Heart Transplants, Science Daily,...

2009 Update Memo and Teacher's Manual Update for Family Property Law: Cases and Materials on Wills, Trusts and Future Interests, Fourth Edition

Posted on December 03, 2008
The following is from an e-mail announcement I received from Foundation Press: Now available online are two 2009 updates for Waggoner, Alexander, Fellows and Gallanis' Family Property Law: Cases and Materials on Wills, Trusts and Future Interests, Fourth Edition...

"The Codicil" goes online

Posted on December 02, 2008
The Estate Planning & Community Property Law Journal at Texas Tech University School of Law is pleased to announce the launch of its online companion, The Codicil. The Codicil will publish articles, comments, book reviews, case-law updates, and other pertinent...

Gross v. Commissioner Analyzed

Posted on December 02, 2008
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 analyzing Gross v. Commissioner, T.C. Memo. 2008-221, in which the taxpayer made gifts of...

International Trust CLE

Posted on December 02, 2008
Financial Events International is sponsoring a conference in Zurich, Switzerland on February 4, 2009 entitled The International Trust 2009 -- New Trends and Developments. Here is a description of this program which is also available via live webcast in case...

Corpse Tech DVD Available

Posted on December 02, 2008
The History Channel has recently released a DVD entitled Modern Marvels: Corpse Tech. Here a description of this DVD which is sure to be at the top of your holiday shopping list: Our final resting place is a lot busier...

Is California's Proposition 8 Unconstitutional?

Posted on December 01, 2008
Earlier on this blog, I reported that a claim has now been made to the California Supreme Court that the constitutional amendment limited marriage to same-sex couples (Proposition 8) is unconstitutional. The argument is being advanced that the 14 word...

Happy Cyber Monday

Posted on December 01, 2008
Happy Cyber Monday!! Hope you are able to get some good deals today! I've just ordered a Blu-ray player ---

Is the Murdoch empire heading towards a stalemate?

Posted on December 01, 2008
Even though Rupert Murdoch is still above ground, there is already speculation about the problems that will arise upon his death with his vast empire. The following excerpts are from Andrew Edgecliffe-Johnson, Murdoch faces possible heir 'deadlock'FT...

California and Filing Fees

Posted on December 01, 2008
California has recently established a uniform filing fee ($320) for petitions or accounts filed in connection with the administration of an estate or trust. 2008 Cal. Legis. Serv. Ch. 310. Prior law which had established a graduated fee based on...

Florida law restricting the ability of gay individuals to adopt deemed unconstitutional

Posted on November 30, 2008
On November 25, 2008, a Florida court ruled that a law restricting the ability of a gay person to adopt was unconstitutional. Miami-Dade Circuit Judge Cindy Lederman explained that there was "no legal or scientific reason for sexual orientation alone...

National Museum of Funeral History opens Pope exhibit

Posted on November 30, 2008
The National Museum of Funeral History (Houston, Texas) has recently opened an exhibit entitled Celebrating the Lives and Deaths of the Popes. Here is the Museum's description of this exhibit: [The exhibit] includes a full-scale replica of Pope John Paul...

Men --The unrecognized caregivers

Posted on November 29, 2008
The following excerpts are from John Leland, More Men Take the Lead Role in Caring for Elderly , NY Times, Nov. 28, 2008:Parents The Alzheimer?s Association and the National Alliance for Caregiving estimate that men make up nearly 40 percent...

Top SSRN Downloads

Posted on November 29, 2008
Here are the top downloads from September 30, 2008 to November 29, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 269 2008 Federal...

The Pavarotti Bequest Scam

Posted on November 28, 2008
E-mail scams promising large inheritances or bequests are very common and have been discussed before on this blog. Here is a new twist based on the recent death of Luciano Pavarotti. MORGAN P.HOWARD CHAMBERS SCOTLAND,UNITED KINGDOM Office line: +44-7045797679 Private...

Economy hurts university endowments

Posted on November 28, 2008
The following excerpts are from Claire Cain Miller and Geraldine Fabrikant, Beyond the Ivied Halls, Endowments Suffer, NY Times, Nov. 26, 2008: Some of the nation?s universities are trying to sell chunks of their portfolios privately as their endowments swoon...

Happy Black Friday

Posted on November 28, 2008
HAPPY BLACK FRIDAY!

Turkey, Football, and End-of-Life Desires

Posted on November 27, 2008
The following excerpts are from Kay Lazar, Talking turkey about death, Boston Globe, Nov. 26, 2008: Dying wishes are hardly traditional Thanksgiving conversation fare. But [the sister-in-law of a person whose desires were not expressed] with the backing of some...

Happy Thanksgiving

Posted on November 27, 2008
Happy Thanksgiving!!

From whom should a child inherit -- biological parents or presumptive parent?

Posted on November 26, 2008
Megan Pendleton (Submissions Editor, Cardozo Law Review, Benjamin N. Cardozo School of Law) recently authored an article entitled Intestate Inheritance Claims: Determining a Child?s Right to Inherit When Biological and Presumptive Paternity Overlap, 29 Cardozo L...

Spendthrift Trusts and Hamilton Orders

Posted on November 26, 2008
Timothy J. Vitollo (J.D., 2006) has recently authored an article entitled Uniform Trust Code Section 503: Applying Hamilton Orders to Spendthrift Interests, 43 Real Prop. Tr. & Est. L. J. 169 (2008). Here is a synopsis of his article: This...

Collection Management

Posted on November 25, 2008
In Collections Management 101 for Executors and Estate Attorneys, Heritage Auction Galleries, Nov./Dec. 2008, at 4, the importance of keeping detailed and accurate records of the contents of collections is emphasized. For example, records of collectible items should contain the...

Computerization for trust and estate attorneys

Posted on November 25, 2008
Donald H. Kelley has recently published his book entitled The Electronic Practice. Here is the publisher's description of the book: For attorneys, acountants, financial planners, life insurance underwriters, financial planners and charitable organization professionals in the trust and estates field...

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