Articles list
The Robin Williams Estate: Words Matter!
Robin Williams’ estate plan is now being challenged by his widow. Initially, his plan seemed complete - anticipatory of all possible events, and well thought…
Beware of the Withholding Tax: What You Need to Know About Maryland Form MW505AE
We recently had a client come in whose surviving parent passed away. Our client, as Executor of the Estate, is in the process of selling the residential home.…
Transferring Ownership of a Life Insurance Policy: The Taxable Distribution Trap
Most people own their own life insurance policy and name the appropriate individual or trust as a beneficiary. However, there are situations where the insured…
The Kardashian Diary Saga: Another Lesson in Why the Words Matter!
In today’s world of reality television, it seems like a day does not go by without some breaking news on the Kardashian family. A fascination has been born…
The Cost of Dying without a Will
Recently, a client came to me with the following story. A relative of his died without a Will. A search firm found my client and told him that he was a 75%…
What's in the Name? Property Titling for Same-Sex Couples Varies Among the States
The deed to your real property is often the key to your house. Not literally, but legally. A Deed transfers real property from the current owner (sometimes…
When Two's a Crowd: Conflicts Between Co-Trustees Often Result in Legal Intervention
It is often the case that two or more individuals are named trustees in a trust document. A trustee is an individual who manages and distributes trust assets,…
"That's MY Inheritance!" Tortious Interference with an Expected Inheritance
What happens when a step-mother allegedly coerces her husband, on his deathbed, to divert bequests to her and away from his daughters? In Florida, one option…
When is a Beneficiary Entitled to an Accounting?
In most trusts, there are current beneficiaries and future beneficiaries. A current beneficiary is someone who is currently entitled to receive, either…