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|Estate Planning for Fido and Fluffy|
Shawn G. Rader; Lowndes, Drosdick, Doster, Kantor & Reed Professional Association;
March 5, 2015, previously published on February 12, 2015In a recent article, the New York Post interviewed a woman who has set up an inheritance for her dog, Bella Mia, with an inheritance of jewelry, a six figure trust fund and a million dollar house in Port St. Lucie. (Shades of Leona Helmsley!)
|Help Avoid Litigation with an Ethical Will|
Morgan Wiener; Holland Hart LLP;
March 3, 2015, previously published on November 10, 2014Although 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.
|Pennsylvania’s Act 95 Makes Changes to Durable Powers of Attorney Executed On or After January 1, 2015|
Stefanie L. Pate, Esq.; Leech Tishman;
March 3, 2015, previously published on January 1, 2015On 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...
|Using a Private Judge in Trust and Estate Litigation|
C. Jean Stewart; Holland Hart LLP;
March 3, 2015, previously published on November 24, 2014In 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...
|Updates on UFADAA|
Wiener Morgan; Holland Hart LLP;
March 2, 2015, previously published on December 22, 2014The 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...
|Trustees Take Heed: Arizona Adopts the Fiduciary Exception to Attorney-Client Privilege|
Kelly Dickson Cooper; Holland & Hart LLP;
March 2, 2015, previously published on February 02, 2015For 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....
|Avoidable Litigation as a Threat to the Assets of An Estate|
Carol Warnick; Holland & Hart LLP;
March 2, 2015, previously published on January 20, 2015It 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...
|Premarital Agreements and the Second (Third, or Fourth . . .) Marriage|
Megan Meyers; Holland & Hart LLP;
March 2, 2015, previously published on February 16, 2015For 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...
|New Year Resolution: More Transparency About Estate Plans|
Elizabeth Meck; Holland Hart LLP;
February 27, 2015, previously published on January 05, 2015The 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...
|The Artist’s Legacy - Business and Legal Planning Issues|
Sheppard Mullin Richter Hampton LLP;
February 25, 2015, previously published on January 29, 2015Sheppard 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...