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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
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Estate, Estate administration, estate planning, Executor, heirs, inheritance, probate, Wills
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Understanding Probate
A recent article written by Kimmer Callahan describing basic Idaho probate. Helping to Understand Probate
Posted in Estate Planning, Executor, fiduciary, heirs, Idaho, Probate
Tagged Estate administration, estate planning, Executor, heirs, Idaho probate, inheritance, Last Will and Testament, probate, Wills
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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
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
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
Posted in Estate Planning, Estate Tax
Tagged estate tax, estate tax exemption, Gift tax, Tax
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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/
Posted in Estate Planner, Estate Planning, Uncategorized
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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
Posted in Uncategorized
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Couple Sues Estate Planners After Investments Wind Up in Madoff Feeder Fund
So what are the fiduciary issues in this article? When a professional adviser (e.g., an attorney, CPA, CFP, etc.) directs clients to use a specific investment manager, as well as provide some oversight with regard to the investment manager, does … Continue reading
Portability and the Credit Shelter Trust
Great article discussing the pros and cons of the new provisions of the 2010 tax act: Why Portability Isn’t a Cure-All.
Posted in Estate Planner, Estate Planning, Estate Tax
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Estate Litigation Epidemic
For those of you in the wealth management arena, this article should get your attention. One of the assertions is that the bulk of estate litigation is the result of mistakes by estate planners. http://estateplanning.wealthcounsel.com/bid/69634/Epidemic-in-Estate-Litigation
Idaho Trustee 