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Estate Planning

Wills, Trusts & Estates Prof Blog

A resource to enhance the teaching of courses that address intestate succession, wills, trusts, estate administration, non-probate assets, planning for disability, and other matters pertaining to estate planning.
By Gerry W. Beyer

Post Frequency: 44.9/day

Last Entry: April 01, 2011 at 14:00:00

Fair market value and family limited partnerships

Posted on October 21, 2008
Prof. Wendy Gerzog (Professor of Law, University of Baltimore School of Law) has recently posted her article entitled Valuation Discounting Techniques: Terms Gone Awry on SSRN. Here is the abstract of her article: Fair market value is defined in the....

529 Accounts CLE

Posted on October 21, 2008
The American Bar Association Section of Real Property, Trust and Estate Law and the ABA Center for Continuing Legal Education are sponsored a teleconference and live audio webcast on November 11, 2008 entitled The Educated Use of 529 Accounts: Opportunities,...

More on Edgar Allen Poe

Posted on October 21, 2008
Edgar Allen Poe, a renowned American poet and writer whose whole life was filled with tragedy, has been discussed on this blog several times. Earlier, I discussed the troubles with the executor of his estate. I recently discussed the battle...

National Estate Planning Week starts today

Posted on October 20, 2008
The following is from National Estate Planning Awareness Week Declared, Sept. 12, 2008: The NAEPC Foundation, in conjunction with the National Association of Estate Planners & Councils, has declared the third full week in October of each calendar year to...

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Bad economy makes for good gift and estate tax planning

Posted on October 20, 2008
In a comprehensive article entitled Why Now Is the Time to Help Your Heirs, Wall St. J., Oct. 18, 2008, Anne Tergesen explains a variety of effective gift and estate tax saving strategies which are especially effective in our troubled...

California Western School of Law seeks T&E visitor

Posted on October 20, 2008
California Western School of Law invites applications for visiting faculty positions to fill curricular needs in several areas including Property, Contracts, Business Entity Tax, and Trusts & Estates. Preference may be given to candidates who express interest for both semesters...

Top SSRN Downloads

Posted on October 20, 2008
Here are the top downloads from August 21, 2008 to October 20, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 122 Tax Court...

Assisted Suicide -- The European Approach

Posted on October 19, 2008
Switzerland, Belgium, Luxembourg, and the Netherlands appear to be the only European nations where assisted suicide will not be prosecuted as a crime. Thus, people who wish assistance in self-termination will travel to these countries. A recent case has brought...

Body part thief pleads guilty

Posted on October 19, 2008
On October 17, 2008, Henry Reid (former director of UCLA's Willed Body Program) admitted that he conspired to steal body parts valued at over $1 million and deliver them to a "body broker." Under a plea agreement, Henry will spend...

Will contest -- English style

Posted on October 18, 2008
Here are the interesting facts regarding a case involving the estate of Alice Adam as reported in Kiran Randhawa, Family win 16-year legal battle for �900,000 will, Evening Standard, Oct. 17, 2008: Alice Adam executed a will leaving her entire...

Broadway play has T&E theme

Posted on October 18, 2008
The following material is supplied through the courtesy of Bridget Crawford (Professor of Law, Pace University School of Law): Any readers who find themselves in New York City in the coming weeks might be interested in a new Broadway production...

Estate of John Strauss v. Jay Leno -- Update

Posted on October 17, 2008
Earlier on this blog, I reported on a dispute between the Estate of John Strauss and Jay Leno regarding Jay's purchase of John's 1931 Model J Duesenberg from the Windsor Garage in New York which sold the car to pay...

The right disco song can save lives!

Posted on October 17, 2008
I attended law school during the hayday of disco. Little did I know that one of my favorite tunes, Stayin' Alive by the Bee Gees, could actually help people to really "stay alive." According to AP, 'Stayin' Alive' has near-perfect...

Estate of Andre Norton

Posted on October 17, 2008
Earlier on this blog, I reported briefly on the dispute over Andre Norton's will and how it disposes of the rights to her books. Here is a more detailed discussion of the case. In Horadam v. Stewart, 2008 WL 4491744...

At-home cremation performed to hide death and collect retirement

Posted on October 17, 2008
The following macabre story is reported in AP, Grandma burned in fire pit, checks cashed, CNN.com, Oct. 15, 2008: Ramona Allmond probably died of natural causes in December 2007 (but, the cause of her death is still being investigated) Ramona's...

Obama v. McCain on the Estate Tax

Posted on October 16, 2008
According to Tom Herman, On Death and Taxes ... and the Candidates, Wall St. J., Oct. 15, 2008: Although taxes have become a major political battleground in the presidential campaign, Sens. Barack Obama and John McCain agree on a couple...

Caring for Caregivers

Posted on October 16, 2008
Family members who provide unpaid care to their disabled or elderly relatives are shouldering an increasing burden. The following excerpts are from Jane Gross, Who Cares for the Caregivers?, NY Times, Oct. 14, 2008: The economic value of family caregiving...

Paul Newman and Charity

Posted on October 16, 2008
Veteran actor Paul Newman died on September 26, 2008 at age 83. It appears that he made excellent arrangements to have a signficant portion of his estate used for charitable purposes. The following details are from Susan Haigh, Newman planned...

Estate of John Strauss v. Jay Leno

Posted on October 16, 2008
John Strauss, one of the heirs to Macy's, owned two classic cars, a 1931 Model J Duesenberg and a 1930 Rolls Royce. For 50 years, he kept these cars in the Windsor Garage in Manhattan. In 2005, the Windsor Garage...

Trust Enforcement -- Who has standing?

Posted on October 15, 2008
Edward Halbach, Jr. (Walter Perry Johnson Professor Emeritus, School of Law, University of California, Berkeley) has recently authored an article entitled Standing to Enforce Trusts: Renewing and Expanding Professor Gaubatz?s 1984 Discussion of Settlor Enforcement, 62 U...

Montana and Community-Source Property

Posted on October 15, 2008
Charles W. Willey (Adjunct Professor, The University of Montana School of Law) has recently authored an article entitled Effect in Montana of Community-Source Property Acquired in Another State (and Its Impact on a Montana Marriage Dissolution, Estate Planning, Property Transfers,...

Filial Responsibility Laws -- Should children be responsible to care for their parents?

Posted on October 15, 2008
Allison Ross (Managing Editor 2007-2008, Elder Law Journal) has recently authored a Note entitled Taking Care of Our Caretakers: Using Filial Responsibility Law to Support the Elderly Beyond the Government?s Assistance, 16 Elder L. J. 167 (2008). Here is a...

MLK's Children Continue to Fight

Posted on October 15, 2008
Earlier on this blog, I have report on the various disputes among the children of Martin Luther King, Jr. and Coretta Scott King. The children have not learned to just "get along" as recommended by another famous, although unrelated, King...

Special Needs Planning increases in popularity

Posted on October 14, 2008
Special needs planning is a rapidly growing area of estate planning. Here are some excepts from Rachel Emma Silverman, An Estate Plan Built for Special Needs, Wall St. J., Oct. 9, 2008: Parents of children with special needs often face...

Estate of Evelyn A.J. Hall -- Update

Posted on October 14, 2008
Earlier on this blog, I reported on the controversy surrounding the Jolika Collection at the M.H. de Young Memorial Museum in San Francisco. Here is a summary of some of the recent developments: The Ambassador of Papua New Guinea, Evan...

Dead People Vote in Connecticut

Posted on October 14, 2008
One of the many consequences of ceasing to function as a carbon-based biological unit is that you are unable to cast a ballot in public elections. However, this does not seem to be the case in Connecticut (and most likely...

Andrew Lloyd Webber says he won't make his children wealthy

Posted on October 14, 2008
Andrew Lloyd Webber, the famous British composer of musicals such as Cats and Phantom of the Opera, is reportedly worth approximately $750 million. Nonetheless, it appears that he will not be leaving most of his fortune to his five children....

Will Washington join Oregon in authorizing assisted suicide?

Posted on October 13, 2008
On November 4, 2008, Washington voters will decide whether to enacted Initiative 2000, the Washington Death with Dignity Initiative. A huge battle is being waged between the opposing sides as to whether Washington should become the second state to approve...

Wealth Strategies Journal Posts New Articles

Posted on October 13, 2008
The following articles have now been posted on the Wealth Strategies Journal and are available for download: Planning Through Economic Turmoil, by Martin M. Shenkman Choices: ?Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63,?...

Top SSRN Downloads

Posted on October 13, 2008
Here are the top downloads from August 14, 2008 to October 13, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 119 Tax Court...

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