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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

State Advance Directive Forms ? Greater Uniformity Needed

Posted on April 14, 2008
Werner Gruber (Notes Editor 2007-2008, The Elder Law Journal; J.D. Candidate 2008, University of Illinois at Urbana-Champaign) has recently published his Note entitled Life and Death on Your Terms: The Advance Directives Dilemma and What Should Be Done in the...

University Endowments and the Role of Donors? Wishes

Posted on April 14, 2008
According to Karen W. Arenson, When Strings Are Attached, Quirky Gifts Can Limit Universities, NYTimes.com, April 13, 2008: [T]he Seeger money, which must be spent only on matters Greek, is now worth $33 million, multiplying through aggressive investing like the...

Top SSRN Downloads

Posted on April 14, 2008
Here are the top downloads from February 14, 2008 to April 14, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 305 Deduction Ad...

Unregulated Disposition of Human Remains ? Change Needed

Posted on April 13, 2008
Ann M. Murphy (Associate Professor, Gonzaga University School of Law; 2007 - 2008 Fulbright Lecturer, Beijing, China) has recently published her article entitled Please Don't Bury Me Down in that Cold Cold Ground: The Need for Uniform Laws on the...

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Curious Stories of Tax Evasion

Posted on April 13, 2008
The following is from Famous Tax Scandals, describing various ?[h]igh-profile tax troubles through the ages,? posted on money.aol.com: Al Capone The granddaddy of 'em all. Legend has it that the notorious gangster once remarked that tax laws were a joke...

Hidden Fees in Qualified Retirement Plans ? Problem and Solution

Posted on April 12, 2008
Matthew D. Hutcheson (MS, CPC, AIFA�, CRC�, Independent Pension Fiduciary) has recently published his article entitled Uncovering and Understanding Hidden Fees in Qualified Retirement Plans, 15 Elder L.J. 323 (2007). Here is an excerpt from the conclusion to his article:...

Tolkien Estate Files Suit to Recover Percentage of Lord of the Ring Film Revenues

Posted on April 11, 2008
The following is from Robert L. Moshman, Esq., The Lord of the Rings, published in the April 2008 issue of The Estate Analyst: The Tolkien estate holds copyrights to the literary works of Tolkien, and several posthumous works have been...

Estate Planning for Non-Married Couples

Posted on April 11, 2008
Kathleen Ford Bay (Attorney at Law, Blazier, Christensen, Bigelow, and Virr, P.C.) has recently published her article entitled Untying the Knot? Until Death and Taxes Do Us Part, RPPT eREPORT (Feb. 2008). Here is an excerpt of the summary of...

Proving a Lost Will Under Texas Probate Code ? Change Needed

Posted on April 11, 2008
Charles M. Davis (J.D. Candidate 2008, Texas Tech University School of Law) has recently published his Comment entitled A Lost Will, a Photocopy of the Original, and Two ?Snakes in the Grass?: Is It Time to Update Section 85 of...

The Legacy of Elvis Presley

Posted on April 10, 2008
The following is from Robert L. Moshman, Esq., The King of Rock & Roll, published in the April 2008 issue of The Estate Analyst: At the time of his death in 1977, Elvis Presley?s estate was worth $10 million, but...

Federal Estate Tax Consequences of the Rights of Publicity Legislation

Posted on April 10, 2008
Mitchell M. Gans (Steven A. Horowitz Distinguished Professor of Tax Law, Hofstra University School of Law; Adjunct Professor, New York University School of Law), Bridget J. Crawford (Associate Professor of Law, Pace Law School) & Jonathan G. Blattmachr (Attorney at...

Disclaimers and Defined Value Clauses in Christiansen

Posted on April 10, 2008
Wendy C. Gerzog (Professor of Law, University of Baltimore School of Law) has recently posted on SSRN her article entitled Disclaimers and Defined Value Clauses: Christiansen. Here is an abstract of her article: A South Dakotan attorney who had become...

Attorney set to inherit �950,000 after killing his wife

Posted on April 09, 2008
According to Lawyer Who Killed His Wife Is Released after Just Two Years - And Inherits �950,000 From Her Estate, thisislondon.co.uk, April 9, 2008: A wealthy lawyer who killed his wife after she had an affair is set to inherit...

Rothko?s children seek to reunite their parents in death

Posted on April 09, 2008
The following is from Kathryn Shattuck, Rothko Kin Sue to Transfer His Remains, NYTimes.com, April 8, 2008: For 38 years the body of the artist Mark Rothko has rested in an unassuming cemetery on the North Fork of Long Island,...

Wills -- Korean Style

Posted on April 09, 2008
While visiting the National Museum in Seoul, South Korea a few days ago, I had the opportunity to view King Taejo's will in which he disposed of his property to his daughter, Princess Suksin. The will is dated 1401 and...

DRA and Its Effect on Long-Term Care Services

Posted on April 08, 2008
Ellen O'Brien (Public Policy Institute at AARP, Washington, D.C.) has recently published her article entitled What Is Wrong with the Long-Term Care Reforms in the Deficit Reduction Act of 2005?, 9 Marq. Elder's Advisor 103 (2007). Here is an excerpt....

The Gottlieb Real Estate Heritage

Posted on April 08, 2008
The following is from Andrew Rice, The Tightwad?s Legacy, NYTimes.com, April 6, 2008: Bill Gottlieb died in 1999, but residents of Greenwich Village talk about him to this day, retelling tales that get more colorful with each passing year. A...

Estate Tax Reform May Be Underway

Posted on April 08, 2008
According to Jeff Carlson, Finance Panel Mulls Reform of Estate Tax Rules, tax.cchgroup.com, April 4, 2008: By all indications, the Senate Finance Committee is serious about reforming estate tax rules. On April 3, Committee Chairman Max Baucus, D-Mont...

Valuation of Stock in Closely Held Investment Companies

Posted on April 07, 2008
James V. Roberts (Attorney at Law, Glast, Phillips & Murray P.C.) has recently published his article entitled Jelke: Simplicity in Valuation of Closely Held Investment Companies, RPPT eREPORT (2008). Here is the opening paragraph to his article: The Eleventh Circuit?s...

Donations to Museums Decrease as Collectors Build Their Own

Posted on April 07, 2008
According to Lauren A.E. Schuker, The Firestorm over Private Museums, online.wsj.com, April 4, 2008: Collectors looking to show off their riches used to donate their art to a museum. Now many are building their own museums instead, and directors at...

Ohio Trust Code and Its Impact on the Existing Law

Posted on April 07, 2008
Alan Newman (Associate Professor of Law, University of Akron School of Law) has recently published his article entitled The Uniform Trust Code: An Analysis of Ohio's Version, 34 Ohio N.U. L. Rev. 135 (2008). Here is the introduction to his...

Tax Treatment of Blended Families - Change Needed

Posted on April 06, 2008
Wendy C. Gerzog (Professor of Law, University of Baltimore School of Law) has recently posted on SSRN her article entitled Families for Tax Purposes: What About the Steps? Here is an abstract of her article: At least 4.4 million families...

The Many Aspects of Estate Planning

Posted on April 06, 2008
The following is from Ian Driscoll, Parents must put children in the know, us.ft.com, Mar 24 2008: "Tax planning is a very important part of estate planning; sometimes the only part," says Susan Schoenfeld, principal and associate fiduciary counsel at...

Trustees Report Medicare?s ?Serious Financial Status?

Posted on April 05, 2008
The following is from a press release issued by the U.S. Department of Health & Human Services on March 25, 2008, entitled Medicare Trustees Report Shows Serious Financial Status of Medicare Program: In their annual report, the Medicare Trustees today...

Estate Planning and Probate CLE

Posted on April 05, 2008
The State Bar of Texas is sponsoring the following seminars for the 32nd Annual Estate Planning and Probate Course: ? Live Presentation in Dallas, Texas on June 11-13 ? Video Replay in San Antonio, Texas on August 6-8 ? Video...

Top SSRN Downloads

Posted on April 04, 2008
Here are the top downloads from February 4, 2008 to April 4, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 279 Deduction Ad...

Joint Committee on Taxation Report on Possible Areas of Tax Reform

Posted on April 04, 2008
The staff of the Joint Committee on Taxation has prepared a document entitled Taxation of Wealth Transfers Within a Family: A Discussion of Selected Areas for Possible Reform. This report was scheduled for a public hearing before the Senate Committee...

Heirs Sell Celebrated Artwork to Cover Estate Taxes

Posted on April 04, 2008
The following is from Carol Vogel, A Colossal Private Sale by the Heirs of a Dealer, NYTimes.com, April 4, 2008: In what experts described as the largest private sale of art ever, the heirs of the legendary dealer Ileana Sonnabend...

Proposed Treasury and IRS Rule Making May Have Significant Tax Consequences

Posted on April 03, 2008
James V. Roberts (Attorney at Law, Glast, Phillips & Murray P.C.) has recently published his article entitled New and Revamped 529 Plan Regulations Soon to Be Proposed, RPPT eREPORT (2008). Here is the opening paragraph to his article: On January...

Attending a funeral online is now a reality

Posted on April 03, 2008
According to Pay-per-view funeral Webcasts go live, msnbc.msn.com, April. 1, 2008: Pay-per-view funerals go live online in Britain on Tuesday, allowing mourners who cannot attend services in person to pay their last respects via the Internet. Despite criticism of the...

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