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Estate Planning Attorney cartoons image illustration picture
Estate Planning Attorney

Description:
Probate lawyer.

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Probate Process cartoons image illustration picture
Probate Process

Description:
How to probate a decedent's estate.

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Enforceability of a Trust cartoons image illustration picture
Enforceability of a Trust

Description:
Provision legality.

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Happily Ever After cartoons image illustration picture
Happily Ever After

Description:
Estate and gift tax; death tax reform.

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Fiduciary Definition cartoons image illustration picture
Fiduciary Definition

Description:
Fiduciary liability; criminal penalties; monetary penalties.

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Drafting Wills and Trusts cartoons image illustration picture
Drafting Wills and Trusts

Description:
Creating an estate plan; boring law job.

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Early Inheritance cartoons image illustration picture
Early Inheritance

Description:
Future lawyer.

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Trust and Estate Lawyer cartoons image illustration picture
Trust and Estate Lawyer

Description:
Make your will.

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Charitable Giving cartoons image illustration picture
Charitable Giving

Description:
Giving to charity; making donations to charity; tax planning; estate tax planning; inheritance tax laws; estate tax laws.

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Prenuptual Agreements cartoons image illustration picture
Prenuptual Agreements

Description:
Prenups; antenuptual contract; cold feet, wedding cartoon.

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Thinking About Death cartoons image illustration picture
Thinking About Death

Description:
Estate planning cartoon; wills; trust attorneys.

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Trustee cartoons image illustration picture
Trustee

Description:
Trust company; trustee responsibilities; successor trustee; trustee fees; trustee will; trustee services; personal representative; trustee job.

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Trust Plan cartoons image illustration picture
Trust Plan

Description:
Inheritance tax; heirs; inherit; living trust; trust amendment; trust agreement; estate planning; legacy; revocable trusts; appropriate age to inherit.

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Contested Will cartoons image illustration picture
Contested Will

Description:
Inheritance cartoon; estate gift; contest the will; disputed will.

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Frosty the Snowman cartoons image illustration picture
Frosty the Snowman

Description:
Imminent death planning.

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Trusts Live On cartoons image illustration picture
Trusts Live On

Description:
Trust survival.

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Internal Revenue Code cartoons image illustration picture
Internal Revenue Code

Description:
IRS cartoons; tax cartoon.

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Reading the Will cartoons image illustration picture
Reading the Will

Description:
Read the will cartoons.

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Estate Plan cartoons image illustration picture
Estate Plan

Description:
Update estate plan; update living trust; pour over will; funding powers; certification of trust; funding instructions; trust transfer documents; trustee; trustmaker disability panel; contest provision; amendment to declaration of trust;

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Estate Planning cartoons image illustration picture
Estate Planning

Description:
Last will and testament; wealth protection; living trust; estate planning forms; estate planning trust; administration of trust; the common trust; resignation of trustee; replacement of trustee; trustee's investment powers.

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Living Trust cartoons image illustration picture
Living Trust

Description:
Pour over will; funding powers; certification of trust; funding instructions; trust transfer documents; trustee; trustmaker disability panel; contest provision; amendment to declaration of trust.

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Make a Will cartoons image illustration picture
Make a Will

Description:
Write a will; draft a will; writing a will; draft trust documents; trust plan; last will and testament; how to make a will.

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Donation to Charity cartoons image illustration picture
Donation to Charity

Description:
Donate to charity; planned giving; charitable donation; give to charity in your will or trust when you die.

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Family Foundation cartoons image illustration picture
Family Foundation

Description:
Foundation board of directors; board of the foundation; Planned giving; charitable giving; family charitable foundation.

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Donation Request cartoons image illustration picture
Donation Request

Description:
Requests for donation; tax deductible donations; donation request letter; how to decide on a charity; too many charities requesting a donation; donor fatigue.

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Control from the Grave cartoons image illustration picture
Control from the Grave

Description:
Estate of Feinberg; control from the grave trust; deceased controlling using trust document. A testamentary disposition that does not discourage marriage or encourage divorce is not void as against public policy.

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Attorney Fees cartoons image illustration picture
Attorney Fees

Description:
Estate of Stevenson; estate administrator; contingency fee agreement; greedy lawyers.

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Beneficiary Designation cartoons image illustration picture
Beneficiary Designation

Description:
Change beneficiary designations; Lincoln Life and Annuity Company of New York v. Caswell; life insurance benficiary designation controls over will.

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How to Change a Will cartoons image illustration picture
How to Change a Will

Description:
Revoking will; Ward-Allen v. Gaskins; destroy will; original will; new will; old will.

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Draft a Will cartoons image illustration picture
Draft a Will

Description:
Nunnenman v. Estate of Grubbs; change a will; change benficiary; designate beneficiary.

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Change Beneficiary Designation cartoons image illustration picture
Change Beneficiary Designation

Description:
QDRO; Beneficiary designations; Kennedy v. Plan Administrator for DuPont Savings and Investment Plan; divorced spouse retirement benefits; ERISA.

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Fiduciary Liability cartoons image illustration picture
Fiduciary Liability

Description:
Trustee liability; administrator liability; executor liability; beneficiary lawsuit.

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Community Property cartoons image illustration picture
Community Property

Description:
Estate of Borghi; Separate property or community property.

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Professional Trustee cartoons image illustration picture
Professional Trustee

Description:
McGinley v. Bank of America, N.A.; trustee fiduciary duties may be modified by the trustor.

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Designation of Beneficiary cartoons image illustration picture
Designation of Beneficiary

Description:
Araiza v. Younkin; changing beneficiary; living trust; totten trust.

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Creditor of a Spendthrift Trust cartoons image illustration picture
Creditor of a Spendthrift Trust

Description:
Broadway National Bank v. Adams; A creditor of a trust beneficiary is not entitled to payment of the trust income by assignment by the beneficiary, or otherwise directly from the trustee, if the terms of the trust prohibit such action; spendthrift trust.

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Lambeff v. Farmers Co-operative Executors & Trustees Ltd. cartoons image illustration picture
Lambeff v. Farmers Co-operative Executors & Trustees Ltd.

Description:
By statute omitted child who has been left without adequate provision for her proper maintenance, education, or advancement in life may claim provision from her parents estate. Preterrmitted heir.

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Scheffel v. Krueger cartoons image illustration picture
Scheffel v. Krueger

Description:
Statute authorizing spendthrift trusts creates absolute prohibition against attaching assets in those trusts. Attachment; spendthrift fund.

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Asset Not Removed from Trust By Change In Title cartoons image illustration picture
Asset Not Removed from Trust By Change In Title

Description:
Heaps v. Heaps, conversion, laches.

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Eccentricity Is Not Testamentary Incapacity cartoons image illustration picture
Eccentricity Is Not Testamentary Incapacity

Description:
Wilson v. Lane; Testamentary capacity; eccentricity or strange beliefs do not mean that a person is incapable of making a will, provided the person can form a rational desire regarding the disposition of his or her property; incapacity.

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Preprinted Will Forms Show Testamentary Intent cartoons image illustration picture
Preprinted Will Forms Show Testamentary Intent

Description:
Estate of Gonzalez; Preprinted language in blank will forms may be used to establish the context of handwritten words.

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Inter Vivos Trusts May Not Be Challenged cartoons image illustration picture
Inter Vivos Trusts May Not Be Challenged

Description:
Linthicum v. Rudi; Beneficiaries of a revocable living trust have no standing to challenge amendments to the trust, but may challenge the settlor's capacity through the guardianship statutes; inter vivos trust.

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Joint Bank Accounts Are Presumed A Gift cartoons image illustration picture
Joint Bank Accounts Are Presumed A Gift

Description:
Varela v. Bernachea; When a joint bank account is established with the funds of one person, a gift of the funds is presumed; donative intent.

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Scope Of Power Of Attorney Is Determined By Principal's Intent cartoons image illustration picture
Scope Of Power Of Attorney Is Determined By Principal's Intent

Description:
In re Estate of Kurrelmeyer; The scope of a power of attorney is determined by the principal's intent when the power was created; fiduciary duty.

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Presumption That Marriage Revokes Prior Will Is Rebuttable cartoons image illustration picture
Presumption That Marriage Revokes Prior Will Is Rebuttable

Description:
In re Estate of Prestie; An amendment to an inter vivos trust in favor of a spouse is insufficient to rebut the presumption that marriage revokes a prior will; pour-over will.

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Equitable Deviation of Trust cartoons image illustration picture
Equitable Deviation of Trust

Description:
In re Riddell; Equitable deviation allows the court to modify the administrative or distributive provisions of a trust if circumstances not anticipated by the settlor mean that modification or deviation will further the purposes of the trust.

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Trustee Duty To Diversify cartoons image illustration picture
Trustee Duty To Diversify

Description:
Wood v. U.S. Bank, N.A.; A trustee has a duty to diversify unless the trust contains specific language authorizing or directing the trustee to retain in a specific investment a larger percentage of trust assets than would otherwise be prudent.

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Duties of Trustee Are Determined By Trust Instrument cartoons image illustration picture
Duties of Trustee Are Determined By Trust Instrument

Description:
Howard v. Howard; A trustee owes a duty to the remainder beneficiaries as well as to the income beneficiary, but those duties must be carried out in light of any preference expressed in the trust instrument.

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Presumption In Favor of a Unitrust Election cartoons image illustration picture
Presumption In Favor of a Unitrust Election

Description:
Professional trustee; In re Matter of Heller; A unitrust election that benefits a trustee will be scrutinized with extra care by the court, but there is no prohibition against such an election;

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