Category Archives: Estate Planning

Should I have Co-fiduciaries? A Practical Consideration

Not to sound like a broken record, but selection of a trustee in your estate plan is one of the most important decisions you can make. Here’s a good synopsis of what you should consider if you are thinking about … Continue reading

Posted in Estate Planning, Executor, fiduciary, trustee | 2 Comments

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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Who Will Be Your Trustee?

Here is an excellent review of important considerations when choosing a Trustee for your Trust.  These considerations also apply when you are choosing a Personal Representative or an Executor. Who can you trust…with your Trust?

Posted in Duties of Trustee, Estate Planning, Executor, fiduciary, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , | Leave a comment

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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