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|When Can an Estate Plan Be Simple?|
Roger L. Shumaker; McDonald Hopkins LLC;
June 21, 2016, previously published on May 27, 2016My father liked to say that he had a simple Will: “I have little, I owe much and the rest I spent.”
|Still Searching For the Perfect Gift for Your High School Graduate?|
Michael P. Witzke; McDonald Hopkins LLC;
June 20, 2016, previously published on June 6, 2016School is out and soon many of you will be hosting or attending graduation parties for high school seniors. Other than money, what does a student heading off to college need?
|SEC Money Market Mutual Fund Rules - The Impact on Retirement Plans|
Gilbert C. Van Loon; Butler Snow LLP;
June 20, 2016, previously published on June 1, 2016In October of this year, SEC rules will require that certain types of money market funds utilize a floating net asset value (rather than the current stable $1 net asset value), require (or in some cases, permit) the imposition of redemption fees on withdrawals, and permit temporary delays before...
|Tables Turned: 21 States Tell Delaware to “Fork Over Our Unclaimed Property!"|
Wilson G. Barmeyer, Holly H. Smith, Phillip E. Stano, Steuart H. Thomsen, Mary Jane Wilson-Bilik; Sutherland Asbill & Brennan LLP;
June 15, 2016, previously published on June 15, 2016The latest salvo in an ongoing battle against Delaware was fired on June 9, when 21 states, led by Texas and Arkansas, filed a motion in the U.S. Supreme Court to force Delaware to return to the States between $150 million and $400 million that Delaware had allegedly wrongfully claimed as abandoned...
|Location, Location - Move to Gambia Defeats Will Challenge|
Paul Hewitt; Withers Bergman LLP;
June 9, 2016, previously published on May 19, 2016Claims for financial provision are probably the most common challenges to Wills post-death.
|Preventing Trustees from Withholding Information|
Sarah Aughwane, Paul Hewitt; Withers Bergman LLP;
June 9, 2016, previously published on May 19, 2016Although Blades v Isaac is primarily a costs decision, it raises interesting issues as to executor accountability and access to information where an estate passes on wide discretionary trusts.
|Pilot About to Take Off In the Court of Protection|
Stephen Richards; Withers Bergman LLP;
June 9, 2016, previously published on May 19, 2016It is anticipated that the draft Court of Protection Case Management Pilot will be live from the start of June.
|Pennsylvania’s Revised Power of Attorney Act: Major Changes May Not Necessitate Revising Your Power of Attorney|
Warren W. Ayres, Paul C. Heintz, Barbara E. Little, Janene B. Reilly, Nina B. Stryker; Obermayer Rebmann Maxwell & Hippel LLP;
May 27, 2016, previously published on Spring 2016You may have read about the overhaul of the Pennsylvania laws governing Powers of Attorney used for financial and property transactions. Even though the revisions are extensive, your current Power of Attorney may be perfectly fine. Here is what you need to know to ensure that your documents are...
|Victories on the Horizon for the Holder Community?|
Brooke E. Ehrman, Marc J. Musyl, Sarah Niemiec Seedig; Greenberg Traurig, LLP;
May 19, 2016, previously published on April 29, 2016In recent years, states have become more and more aggressive in pursuing unclaimed property as a means of increasing revenue without increasing taxes. States have enacted and modified unclaimed property legislation expanding the scope of what constitutes escheatable property, shortening applicable...
|Price And Why Most Everyone Should Have An Estate Plan!|
Law Offices of John D. Williams;
May 16, 2016, previously published on May 05, 2016Prince's Estate: Lack of a Will or Estate plan will mean huge attorneys' fees, court costs, litigation costs, taxes, delay, heartache and long delays of years for the beneficiaries.