The Pennsylvania Fiduciary Litigation Blog provide insights and commentary on trusts and tax planning issues, from nationally recognized attorney and author Patti Spencer.
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Today I listened to the ALI-ABA Webcast "Virtual Representation in Trust and Estate Dispute Resolution: Opportunities and Risks", You can check at the ALI-ABA website to find out when the online version will be available - i highly recommend it. ...
How many families do you know who fought over the settlement of their Mom and Dad’s estate? In my experience, these family feuds are often over things - not money. Who gets the sterling flatware and who gets the drop-leaf table are points of contention that rip apart the family fabric. Mom...
No word as yet about Michael Jackson's will. According to a June 29, 2009 article in The Independent: "For reasons that remain murky, Jackson's immediate family have so far had no luck in persuading his former entourage to grant access to his will, the one document that could reveal...
If you are divorced, or you advise clients who are divorced, this is important. The Pennsylvania Supreme Court has ruled that the federal Employee Retirement Income Security Act (ERISA) takes precedence over the Pennsylvania statute that removes divorced spouses as beneficiaries. What this...
A patent is an exclusive right granted by the government to an inventor for a limited period of time in exchange for public disclosure of the invention. A patent application must include one or more claims defining the invention which must be novel and non-obvious. The exclusive right...
We often see situations where one spouse dies and the surviving spouse changes his or her will to benefit different persons than were contemplated by the first spouse. A prime example would be a couple where the man had four children by his first marriage and five with his second wife. Husband and...
Hat Tip to Dean Mead: Form 8939 Filing Deadline Extended There's nothing like prolonging the agony.
The estate of deceased multimillionaire Frank Blumeyer of Naples, Florida, is embroiled in controversy. The 92-year old Blumeyer's $10 million estate is being fought over by his children and, his neighbor, a disbarred lawyer. Aisling Swift, writing for Naplesnew.com says: "The...
In a suit filed against Philadelphia law fimr Duane Morris LLP and two of their estate attorneys, Stanley M. Joffee, Esq. amd Stanley A. Barg, Esq., plaintiffs claim they suffered "substantial losses" after the lawyers allegedly ignored their requests for...
See this excellent blog post at Trust Advisor Blog: Zsa Zsa’s Heirs from Past Marriages Line Up at Deathbed, Get Ready for Probate Court