Category Archives: Estate Planner

Ohio Court Approves Will Written on Samsung Tablet

Originally posted on Marshall's Oklahoma Law Blog:
An Ohio Judge has allowed the admission of a will that was written with a stylus on a Samsung Tablet.  According to the man’s two brothers, the decedent had no paper, and…

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PI +

Personal Injury Plus, or PI+, is a collaboration with a couple of local professionals, Pat Wardian and Dan Brownell.  My role is to provide consulting expertise when there is trust solution being considered as part of a personal injury settlement. … Continue reading

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Omissions Are [Still] Not Ambiguous

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Death Tax on the Middle Class

Sen. Max Baucus (D-Montana) attempted to sneak this provision into the transportation bill currently working it’s way through the Senate. It was removed, but Baucus has made it clear that this is a high priority for him. By taking away … Continue reading

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Estate Tax Attorney and Accountant Full Employment Act of 2012

Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading

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Selecting a Trustee: Other Considerations

What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary? Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk … Continue reading

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Why do families fight over an inheritance?

After 28 years+ of experience settling estates and trusts, I could tell many stories about family disputes over an inheritance.  Even in families that otherwise seem perfectly functional, things can get weird very quickly after the death of a patriarch … Continue reading

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