Thinking About Death

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Estate planning cartoon; wills; trust attorneys.

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Frosty the Snowman

Imminent death planning.

Reading the Will

Read the will cartoons.

Enforceability of a Trust

Provision legality.

Scope Of Power Of Attorney Is Determined By Principal's Intent

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.

Trustee Duty To Diversify

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.

Presumption In Favor of a Unitrust Election

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;

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;

Trust Plan

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

Donation Request

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

Beneficiary Designation

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

How to Change a Will

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

Community Property

Estate of Borghi; Separate property or community property.

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Thinking About Death

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