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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

Tentative Draft on Powers of Appointment in the Restatement (Third) of Property

Posted on January 14, 2008
Ira Mark Bloom (Justice David Josiah Brewer Distinguished Professor of Law, Albany Law School) has recently published his article entitled Powers of Appointment under the Restatement (Third) of Property, 33 Ohio N.U. L. Rev. 755 (2007). Here is an excerpt...

Ownership of a Decedent's E-mail Remains Controversial

Posted on January 14, 2008
Jonathan J. Darrow (Assistant Professor of Business Law, Plymouth State University) and Gerald R. Ferrera (Gregory H. Adamian Professor of Law, Bentley College) have recently published their article entitled Who Owns a Decedent's E-Mails: Inheritable Probate Assets or Property of...

Special Needs Trusts CLE

Posted on January 14, 2008
On January 31 through February 1, 2008, the University of Texas School of Law and the Wealth Management and Trust Division of the Texas Bankers Association is sponsoring a seminar entitled 2008 Changes and Trends Affecting Special Needs Trusts: A...

Cafeteria Plans Update

Posted on January 14, 2008
In Retirement Benefits Planning Update, Prob. & Prop., Jan./Feb. 2008, at 51, Harvey B. Wallace II (Berry Moorman PC, Detroit, Michigan) provides an update of cafeteria plans including a discussion of the new proposed regulations. His article covers the following...

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What does it mean to be "rich"?

Posted on January 13, 2008
According to The Wealth Report, A Rich Person?s Definition of Rich, Wall St. J., Jan. 9, 2008, a net worth of $1.4 million will place a person in the top 5% of Americans. However, a survey by Spectrem Group of...

Top SSRN Downloads

Posted on January 13, 2008
Here are the top downloads from November 14, 2007 to January 13, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days: Rank Downloads Paper Title 1 146 Shrinking Boomer...

Twins, Unaware of Relationship, Marry in England

Posted on January 12, 2008
Earlier on this blog, I reported on the proposal to develop a registry of reproductive material donors. Another reason for such a registry, is to prevent brothers and sisters from marrying each other before they realize their biological relationship. The...

Investment Adviser and Broker-dealer Industry Practices Report

Posted on January 12, 2008
According to SEC Publishes Text of RAND Report on Investment Adviser, Broker-Dealer Industries, 2008-1, Jan. 3, 2008: The Securities and Exchange Commission has received and posted on its Web site the text of the RAND Corporation's final report on practices...

How boomer retirement plans may affect their children?s inheritances

Posted on January 11, 2008
The following is from Marshall Eckblad, Well-off Baby Boomers are likely to spend their kids? inheritance, San Francisco Chron., Dec. 9, 2007, at E1: The affluent Boomer crowd typically has plans for a fully funded dream retirement that lasts two...

Should Composing and Printing a Will Take Less than Five Minutes?

Posted on January 11, 2008
According to David Beckman and David Hirsch (both in the firm of Beckman & Hirsch in Burlington, Iowa), a lawyer should be able to "[c]ompose and print out a simple will" in less than five minutes. Only in that manner...

Financial Abuse of the Elderly

Posted on January 11, 2008
Suzanne E. Luna, (Attorney at Law, Law Office of Suzanne E. Luna, PC) has recently published her article entitled Financial Crimes Against the Elderly, Prob. & Prop., Jan./Feb. 2008, at 35. Here is an excerpt from her article: Financial exploitation....

Judging Capacity of Older Adults in Guardianship Proceedings

Posted on January 11, 2008
Edie L. Greene (Professor of Psychology, University of Colorado at Colorado Springs) has recently published her article entitled Deciding to Let Others Decide; Judging the Need for Guardianship and Conservatorship, Prob. & Prop., Jan./Feb. 2008, at 47...

New Edition of "Questions & Answers: Wills, Trusts & Estates" Published

Posted on January 10, 2008
LexisNexis has recently released the Second Edition of the Wills, Trusts & Estates volume of its Questions & Answers series authored by Thomas M. Featherston, Jr. (Mills Cox Professor of Law, Baylor Law School) and Michael Hatfield (Professor of Law,...

Estate Planning with the IRS in Mind

Posted on January 10, 2008
John W. Porter (Attorney at Law, Baker Botts LLP), Stephanie Loomis-Price (Attorney at Law, Baker Botts LLP), and Charles E. Hodges II (Attorney at Law, Chamberlain, Hrdlicka, White, Williams & Martin), have recently published their article entitled Anticipating the Audit...

Estate Planning for Pets Featured in San Francisco Chronicle

Posted on January 10, 2008
The following is based on Judy Richter, When Your Pets Are Your Heirs [titled online as Owners encouraged to care for pets' future in estate planning], San Francisco Chron., Dec. 15, 2007, at F1. Leona Helmsley and many other less...

Registry for Reproductive Material Donors?

Posted on January 09, 2008
According to William Heisel, Registry may track egg, sperm donors, LA Times, Jan. 3, 2008: Troubled by the health history and backgrounds of some anonymous egg and sperm donors, leaders in the fertility industry have said in recent weeks that...

Eli Broad changes his mind about donating his art collection

Posted on January 09, 2008
Financier billionaire Eli Broad decided to retain permanent control of his art collection in an independent foundation instead of donating it to museums. According to Edward Wyatt, An Art Donor Opts to Hold On to His Collection, NYTimes.com, Jan. 8,....

Special Needs Trusts CLE

Posted on January 09, 2008
The National Constitution Center is sponsoring a live audio conference on January 30, 2008 entitled Keys to Effectively Administer Special Needs Trusts. Here is a summary of the program: Failing to properly administer a Special Needs Trust can result in...

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