Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, March 19, 2014

"Taxing Lessons" Website Offers Useful Tax Information in a "Fun" Format

Taxing LessonsLorri Carpenter, a CPA licensed in Florida, is the author of Taxing Lessons where she condenses selected US Tax Court cases into interesting, informative summaries.

According to her website:

You read a synopsis of the facts, review the provided tax code citations–then answer the question: What would you decide? Comparing your answer to the court decision gives you the opportunity to update and enhance your knowledge. Who knew Taxing Lessons could be so much fun? You be the judge. Taxing Lessons presents US tax court cases in a format that puts you behind the bench.

March 19, 2014 in Web/Tech, Weblogs | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 18, 2014

Noel C. Ice's "Trusts & Estates" Website Updated

Ice, NoelThe extremely valuable website of Texas attorney Noel C. Ice (partner in the Fort Worth office of Cantey Hanger LLP), Trusts & Estates, has recently received a complete "make over."

You will find the same awesome material -- over 60 CLE articles and dozens of other resources -- but they are now easier to find and otherwise more accessible than previously.  Here is a direct link to a listing of his materials.

In keeping with his prior approach, Noel continues to make all of his writings available at no charge, where they can be viewed on screen, or downloaded as .pdf files that may be read and searched later.


March 18, 2014 in Web/Tech, Weblogs | Permalink | Comments (0) | TrackBack (0)

Monday, March 17, 2014

Chicago Estate Planning Blog Now On-Line

Booth, MichaelChicago attorney, Michael Booth, has recently started the Chicago Estate Planning Blog. He writes about current (and sometimes out of the ordinary) estate planning items in the news, and does his best to inject humor (at least as much humor as can be found in death and taxes) while educating his readers on how Illinois law would apply in various situations.  For example, one of his recent innovative postings is entitled  Estate Planning For Embarrassing Personal Property.

I recommend that you check out this well-written and innovative blog.

March 17, 2014 in Web/Tech, Weblogs | Permalink | Comments (0) | TrackBack (0)

Monday, July 29, 2013

Consider Your Own Estate Planning Practice


Now that it seems BigLaw firms have cut their estate planning practices, solo and small firms are picking up the slack.  With the demand for estate planning services rising now that baby boomer retirement is cresting, here are a few steps you should take if you’re thinking of starting or expanding an estate planning practice.

First, get educated.  Instead of relying on your bar exam outline, educate yourself by buying practice guides or finding some at your local library.  You can also learn a lot, and knock out those CLE requirements, by attending the various all-day seminars promising to teach you everything you need to know.  Once you get the basics down, remember to continue educating yourself.  One way is to maintain a blog, which will allow you to research new practice issues on a continuous basis.

Next, consider online marketing by setting up your own website and blog or hiring a website to handle this task for you.  Also, realize the importance of word-of-mouth marketing in the estate planning field as referrals will likely make up the majority of your clients.  And speaking of referrals, try to network with good financial planners, CPAs, or life insurance salespersons, because referring them clients may result in future reciprocity. 

See William Peacock, Esq., Estate Planning: The Next ‘Growth’ Practice Area for Small Firms?, FindLaw, July 17, 2013.

July 29, 2013 in Estate Planning - Generally, Weblogs | Permalink | Comments (0) | TrackBack (0)

Sunday, July 7, 2013

Estate Planning Blog With a Focus on Elder Law, Asset Protection and More

BlogSuprenant & Beneski, P.C. is an estate planning law firm focused on asset protection including long term health care, elder law, estate tax, and children including special needs beneficiaries. The family firm has a blog that suggests different estate planning tips, recipes, recommendations to learn about history, elder law, and many other topics. Recently, the firm wrote about different topics to consider when a client is entering a nursing home. The blog entry goes into detail about average nursing home costs, and how to protect your home from the nursing home costs. 

See Surprenant & Beneski, P.C. Blog, The SB Law Firm, Jun. 24, 2013.

July 7, 2013 in Elder Law, Estate Planning - Generally, Estate Tax, Non-Probate Assets, Technology, Weblogs | Permalink | Comments (0) | TrackBack (0)

Friday, June 7, 2013

Source for Estate Planning News


Estate Dispatch, sponsored by Estate Map, covers interesting estate planning news with a focus on digital assets.  Readers can also subscribe to their weekly newsletter, Heir-O-Smith

For more information, please click here.

June 7, 2013 in Estate Planning - Generally, Non-Probate Assets, Weblogs | Permalink | Comments (0) | TrackBack (0)

Tuesday, June 4, 2013

New Blog for Estate Planners


The Law Offices of Robert H. Glorch recently developed a new blog concerning estate planning and administration in Illinois.  Palatine attorneys Robert H. Glorch and Jeffrey R. Gottlieb will use this blog to keep readers “updated on changes and developments effecting trusts and estates—tax changes, new Illinois statutes and court decisions, news events and comments on articles and publications.”

Visit www.illinoisestateplan.com/blog to learn more about this informative blog.

June 4, 2013 in Estate Administration, Estate Planning - Generally, Weblogs | Permalink | Comments (0) | TrackBack (0)

Friday, August 31, 2012

The Importance of Following IRS Documentation Rules

Steven-j-frommSteven J. Fromm (Attorney, Steven J. Fromm and Associates, P.C.) recently published a blog entry entitled IRS Slams Taxpayers: Attention to Tax Details Matter.  In the blog post, he discusses Durden, TC Memo, 2012-140.  Durden exemplifies that documentation rules imposed by the IRS should be followed meticulously if you want to claim a charitable deduction. Please click here to read the blog post about the taxpayers' unfortunate fate in Durden.

August 31, 2012 in Weblogs | Permalink | Comments (0) | TrackBack (0)

Monday, April 30, 2012

Fun blog for mid-lifers

Barnes_RichardRichard Barnes, a lawyer and author from Valdosta, Georgia, has recently started a blog for mid-lifers "trying to make sense of it all" entitled The Sunder Years.

Richard's initial postings are most interesting and I hope he continues to post on a regular basis to give us the benefit of his insights, wit, and humor.

April 30, 2012 in Weblogs | Permalink | Comments (0) | TrackBack (0)

Wednesday, March 28, 2012

Social Media Site Legislation Pending in Nebraska

Facebook deathA bill pending in Nebraska would treat Facebook, Twitter, email accounts, and other social media accounts as digital assets that appointed representatives could manage following a user’s death. If Nebraska passes the bill, it would become the second state to pass legislation that grants estate representatives the power to manage a decedent’s social media and online accounts.

The Nebraska bill is modeled after Oklahoma’s similar law that was enacted last year. The Nebraska bill aims to “clarify the right of personal representatives in the new digital age.” Facebook’s currently policy states that the social media site will put a deceased user’s account in a “special memorialized state,” unless a family member of the decedent requests that the page be taken down.    

See Debra Cassens Weiss, What Happens to Your Facebook Page After Death? Nebraska Bill Gives Say-So to Estate Representative, ABA Journal, Mar. 19, 2012.

March 28, 2012 in Current Events, Estate Planning - Generally, New Legislation, Web/Tech, Weblogs | Permalink | Comments (0) | TrackBack (0)