Happily Ever After

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Estate and gift tax; death tax reform.

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Thinking About Death

Estate planning cartoon; wills; trust attorneys.

Drafting Wills and Trusts

Creating an estate plan; boring law job.

Enforceability of a Trust

Provision legality.

Estate Planning Attorney

Probate lawyer.

Asset Not Removed from Trust By Change In Title

Heaps v. Heaps, conversion, laches. Trust assets.

Equitable Deviation of Trust

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.

Duties of Trustee Are Determined By Trust Instrument

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.

Estate Plan

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;

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.

Donation to Charity

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

Control from the Grave

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.

How to Change a Will

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

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