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Pour-over Will

Allen Barron, Inc.

A Primer On Trusts - A Podcast with Janathan Allen

Allen Barron, Inc. on

We invite you to listen to our podcast, A Primer on Trusts with Janathan Allen. We begin with an overview of several key terms associated with a trust including: Trustee, Grantor, Beneficiary, Executor, Pour Over Will,...more

Adler Pollock & Sheehan P.C.

A Living Trust and a Pour-Over Will: Two Estate Planning Documents Working in Tandem

At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your death. But comprehensive estate planning often goes much further....more

Goulston & Storrs PC

Probate & Fiduciary Litigation Newsletter - April 2021

Goulston & Storrs PC on

Reformation of Trust Supported by Presumption that Settlor Would Not Have Intended Construction Resulting in Payments to Government Rather Than Beneficiaries...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You haven’t properly funded your revocable living trust

A revocable living trust is often used to complement a will. Assets transferred to the trust generally don’t have to go through the probate process, which can be time-consuming and expensive. They’re also generally protected...more

Farrell Fritz, P.C.

Will, Trusts & Estates: Plain and Simple – Back to Basics: Wills & Revocable Trusts

Farrell Fritz, P.C. on

Wills and revocable trusts basically do the same thing – each is a document in which you give away your assets to your beneficiaries upon your death. Both can be revoked and changed whenever and as often as you desire. In...more

Holland & Hart LLP

Harper Lee’s Will Unsealed

Holland & Hart LLP on

As The New York Times recently reported, the will of Harper Lee, author of To Kill a Mockingbird, was recently unsealed in connection with a lawsuit seeking access to the document. Ms. Lee died a resident of Monroeville,...more

McGuireWoods LLP

Recent Cases of Interest to Fiduciaries

McGuireWoods LLP on

In re Estate of House, 2014 Wash. App. LEXIS 3006 (Wash. Ct. App. 2014) - A release waiving any and all claims that the parties may have or may acquire, bars recovery for unknown claims existing at the time the release...more

Goulston & Storrs PC

T&E Litigation Newsletter- May 2015

Goulston & Storrs PC on

In Lesanto v. Lesanto, Case No. 12-P-1111, 2015 Mass. App. Unpub. LEXIS 318 (April 21, 2015), the Appeals Court reversed a judgment of the Probate Court reforming a trust. ...more

Adler Pollock & Sheehan P.C.

Estate planning for personal property: Why you should sweat the small stuff

When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. This...more

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