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Documents on Trusts And Estates
 

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HTMLUsing a Private Judge in Trust and Estate Litigation
C. Jean Stewart; Holland Hart LLP;
Legal Alert/Article
March 3, 2015, previously published on November 24, 2014
In 1981 the Colorado Legislature approved a measure allowing parties to litigation to hire a former judge to serve on their case instead of the judge assigned by the district. C.R.S. §13-3-111 and Rule 122, CRCP. In some states, California, for example, this system is called “private...

 

HTMLPennsylvania’s Act 95 Makes Changes to Durable Powers of Attorney Executed On or After January 1, 2015
Stefanie L. Pate, Esq.; Leech Tishman;
Legal Alert/Article
March 3, 2015, previously published on January 1, 2015
On July 2, 2014, Pennsylvania enacted Act 95 of 2014 (“Act 95”), which includes various changes to Durable Powers of Attorney executed on or after January 1, 2015. These changes include the manner in which the Durable Power of attorney must be executed, an enumeration of powers that...

 

HTMLHelp Avoid Litigation with an Ethical Will
Morgan Wiener; Holland Hart LLP;
Legal Alert/Article
March 3, 2015, previously published on November 10, 2014
Although many people may not have heard of it before (it was news to this author!), the ethical will has been around since ancient times and is an important tool for estate planners, clients, and litigators to be aware of.

 

HTMLAvoidable Litigation as a Threat to the Assets of An Estate
Carol Warnick; Holland & Hart LLP;
Legal Alert/Article
March 2, 2015, previously published on January 20, 2015
It wasn’t that long ago when the real threat to the financial well-being of a person’s estate was death taxes. People were concerned about losing close to 50% of their estate to taxes without proper planning. But with the increased exemption amounts, death taxes are not a big issue in...

 

HTMLTrustees Take Heed: Arizona Adopts the Fiduciary Exception to Attorney-Client Privilege
Kelly Dickson Cooper; Holland & Hart LLP;
Legal Alert/Article
March 2, 2015, previously published on February 02, 2015
For trustees in Colorado, the question remains to what extent does the attorney-client privilege offer protection from disclosure of confidential communications between trustees and their attorneys in litigation with beneficiaries. Despite the uncertainty in Colorado, several states and the U.S....

 

HTMLPremarital Agreements and the Second (Third, or Fourth . . .) Marriage
Megan Meyers; Holland & Hart LLP;
Legal Alert/Article
March 2, 2015, previously published on February 16, 2015
For couples who marry later in life or who have children from a prior relationship, Premarital Agreements often incorporate waivers of spousal rights at death to ensure that previously created wealth is protected for children, grandchildren and charitable endeavors. As Premarital Agreements...

 

HTMLUpdates on UFADAA
Wiener Morgan; Holland Hart LLP;
Legal Alert/Article
March 2, 2015, previously published on December 22, 2014
The Uniform Fiduciary Access to Digital Assets Act (“UFADAA”) is the Uniform Law Commission’s answer to the relatively new issues caused by the proliferation of digital assets (online bank accounts, social media accounts, computer hard drives, email, online photos, etc). UFADAA...

 

HTMLNew Year Resolution: More Transparency About Estate Plans
Elizabeth Meck; Holland Hart LLP;
Legal Alert/Article
February 27, 2015, previously published on January 05, 2015
The holidays are a time when families come together to celebrate and to share in the warmth of the season. It is a time to spend with multiple generations and to toast to another year of health and happiness. While the holidays may not feel like the perfect time to bring up heavy topics such as...

 

HTMLThe Artist’s Legacy - Business and Legal Planning Issues
Sheppard Mullin Richter Hampton LLP;
Legal Alert/Article
February 25, 2015, previously published on January 29, 2015
Sheppard Mullin attorneys Christine Steiner and Lauren Liebes recently joined Weston Naef, Getty Photography Curator Emeritus, and ASA appraiser Jennifer Stoots for “What Will Become of Your Legacy”, a panel discussion at Los Angeles Center of Photography. The panel addressed business...

 

HTMLEstate Planning Services for Mesothelioma Victims
Katie Nealo; Brayton Purcell LLP;
Legal Alert/Article
February 25, 2015, previously published on January 30, 2015
If you have been diagnosed with mesothelioma, estate planning is something you should be thinking seriously about for your family and loved ones. Estate planning allows you to take responsibility for your possessions and belongings today.

 


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