Archive for the ‘Estate Planning’ Category
Last month, at 71 years of age, Lou Reed died from complications of liver disease. But that was not the end nor how his fans will remember him. A few weeks later in Lincoln Center, several hundred fans gathered together to celebrate his life and music. The New Yorker article said that Reed’s widow, Laurie [...]
Joe, Is using LegalZoom to make a will perfectly legal in my state (Oregon)? My father-in-law is a (will and trust) attorney in Illinois, and when I asked him, he said, “See an attorney in Oregon.” We had a will done in Washington ($600) and don’t want to spend another $600 for the same (simple) [...]
Nobody needs a little birdie to tell them that Twitter went public recently. According to PrivCo, Twitter’s initial public offering created 1,600 new millionaires. All that new money is also a financial boon for the state of California to the tune of approximately $479 million in taxes. The IRS may get close to two billion dollars [...]
When settlement in the case, which delayed the start of a civil trial. The case includes more than 60 attorneys, so the lack of an agreement among them was almost expected. Jury selection began on the case on Thursday, September 19, but was
Roman Blum was a Holocaust survivor and real estate developer who passed away in 2012 with an estate worth nearly $40 million — but he died without a will. Moreover, since his death, no surviving heirs have been located, which means that his entire estate could end up going to the state of New York, [...]
The sister of deceased actor Michael Clarke Duncan has hired a lawyer to investigate whether her brother was unduly influenced when he changed his will several months before his death. Duncan, best known for his role in The Green Mile, died last September at age 54 after a heart attack suffered two months previously. He [...]
Dorothy: I am the beneficiary of a will which was probated without an attorney. I have not received anything from this distribution. How do I proceed to get information?
Joe Escalante: Go to the probate clerk at the courthouse that…
Is an Adopted Sibling Treated Differently than a Biological Sibling During Probate? And More Legal Q&A – Free Joe – 2/8/13
Kurt: We have an adopted brother in our family. How would he fare were he to survive a brother with no family, no will. Is he excluded as a non blood relative? We are in the State of Wisconsin
Joe Escalante: A valid adoption would make him a blood relative in the eyes of the probate court…
Tracy: My son is a beneficiary in his grandfathers will (in Minnesota). Doesn’t he have a right to see the will if he is named in it (especially if he has specifically requested to see it)? If his dad won’t show the will to him, is there any way we can get a copy of it through the probate courts?
Joe Escalante: If a will is probated, it becomes a public document. Go to the court…
The FBI has issued a statement regarding a “despicable scheme” of “stealing identities of terminally ill individuals to fraudulently obtain millions of dollars from insurance companies and bond issuers.” In November, attorney Joseph Caramadre and his employee Raymour Radhakrishnan pled guilty to conspiracy to commit identity theft and wire fraud. According to the FBI, Caramadre [...]