Category Archives: Probate

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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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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Estate Planning for Digital Assets

Oddly, Idaho and Oklahoma are the only two states that have statutory provisions for the probate of digital assets.  Increasingly, estate planners are going to need to consider ways to protect and pass along digital assets.  Here is a great … Continue reading

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Cost Basis Research

For the accountants and attorneys out there, here is a link to a great resource for researching the cost basis of investments.  I’ve done this manually many times in the past and its quite a chore, particularly where there are … Continue reading

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Fighting over Mom’s Stuff

Ugh…kids at their worst. When a parent dies and the children are faced with dividing up the possessions, things can get ugly. But by taking certain steps, the survivors can avoid family warfare. How to avoid fights over Mom’s stuff

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Advice for Executors: Get Help

Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain

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DIY Wills

One’s written and properly executed Last Will and Testament is assumed by the law and by courts to be the written expression of the testator’s  intentions regarding his or her estate.  Even when its clear to the family and others … Continue reading

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