Monthly Archives: August 2011

Family Feud

Family probate fight meets country music.  Enjoy this new song by the Pistol Annies (imho not catchy enough to be a hit, but the content fits this blog). I posted the link to the version that gives the lyrics. Family … Continue reading

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Understanding Probate

A recent article written by Kimmer Callahan describing basic Idaho probate. Helping to Understand Probate

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Trustees and the Attorney-Client Privilege

The fiduciary exception to attorney-client privilege is fertile ground for trust litigation.  I’ve seen many situations where the attorney is advising  his or her client on the same matter, with the client as the Trustee and as the beneficiary of … Continue reading

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The 5 biggest mistakes a Trustee can make

This article from Barrons is a bit understated in some respects, but the points made are important ones. The Five Biggest Ways To Bungle a Trust  

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Portability of Estate Tax Exemption

Since the current estate and gift tax structure sunsets in less than 15 months, high net worth families must take advantage of the window of opportunity.  The portability of the federal estate tax exemption is one area of opportunity. Check … Continue reading

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Avoiding traps with your Last Will and Testament

An excellent article for those who have yet to write a Last Will and Testament.  Do your heirs a favor and get it done right.  Not doing it right keeps people like me in business. http://money.cnn.com/2011/08/10/pf/will_hidden_traps.fortune/

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People who work at home are more honest.

While not directly on point as far as trustees and other fiduciaries are concerned, this is an article I found of interest.  How many of you work from home or have employees who work from home?  How’s it working? People … Continue reading

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