Estate Planning News

If you are interested in interviewing any of the experts, please contact them via the contact information at the end of the listing.

James O. Fergeson, Jr., J. Ronald Skipper, and Richard R. Gans, shareholders in the Sarasota law firm of Fergeson, Skipper, Shaw, Keyser, Baron & Tirabassi, P.A., have been named to the 2013 list of Florida Super Lawyers in the practice areas of Estate Planning and Probate.

Q: A few weeks ago you wrote about various ways to save for college and said that a 529 plan was by far the best.

Cooney, a Montgomery resident, will serve a two-year term starting July 1. As chair, he will oversee the Section Council to review Ohio law on estate planning, trust and probate matters and determine whether changes should be proposed to the Legislature.

The estate tax exemption has been set at $5 million, indexed each year for inflation.

Think of a will as the financial blueprint of the distribution of your assets after your death.

When dealing with a family trust, how do you avoid a potential conflict of interest? This week, a son gets some advice about handling his mother's trust from Sacramento estate planning attorney Carlena Tapella.

Many online websites are helpful for folks in the trusts and estate practice. Below are a few online resources and a short description of what the each site provides.

"On behalf of the management team and all of our associates, I welcome David Soule into this new leadership role.

A federal judge refused Tuesday to release Cranston estate planner Joseph Caramadre from prison while he awaits sentencing for his role in an investment scheme targetting the terminally ill.

Christmas came a little early this year for three Great Falls organizations when they received phone calls yesterday from local attorney Max Davis.

When we think of estate planning, many of us have an image of old money being transferred from one affluent generation to the next.

It is as much a tribute to visionary generosity as it is to the 158 individuals and organizations that have their name etched upon it.

Many people believe they don't need estate planning because they think they don't have an estate.

More than 50 years' experience in estate planning has taught me that a successful consultation really must address all three questions, because 1) a valuation usually involves some kind of sale or transfer, and both have significant tax consequences; 2) the sale or transfer of a business requires a valuation; and 3) if you own a business, your ... (more)

The challenge of writing a will -- dividing savings, parceling out real estate and deciding who gets Grandma Mary's bedroom set -- can be daunting.

Unbeknownst to you, Colorado may already recognize you as a civil union partner.

Maple Suites is hosting a free pet estate planning seminar on Saturday, June 22 at 10:30 am at 30 Holiday Drive in Dover.

The American Legal Institute is offering a CLE entitled, Planning with Portability: Benefits and Risks , on Wednesday, June 26, 2013 from 2:00 - 3:00 pm.

Following her retirement from the law, North Vancouver's Jackie Morris established the North Shore Seniors' Legal Advice and Referral Clinic.