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Yearly Archives: 2015

NJ Man Gives Away Inheritance to Avoid Tax Issues and Still Ends Up Paying Big Time, Learn Why Tax Planning and Probate Advice Are Critical in West Palm Beach

Uncategorized Oct 29, 2015
post about NJ Man Gives Away Inheritance to Avoid Tax Issues and Still Ends Up Paying Big Time, Learn Why Tax Planning and Probate Advice Are Critical in West Palm Beach

Do you know what an inheritance disclaimer is? If you are concerned about  large tax consequences in West Palm Beach listen up. You may be able to disclaim your inheritance to save on taxes and other entitlements but you have to follow the specific rules. Failure to do so could result in you paying and losing the inheritance like this poor guy out of New Jersey!

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If Your Sister is Using Her Probate Attorney to Steal the Inheritance, Attorney Client Privilege May Not Apply, Learn How.

Uncategorized Oct 28, 2015
post about If Your Sister is Using Her Probate Attorney to Steal the Inheritance, Attorney Client Privilege May Not Apply, Learn How.

Is your sister in cahoots with a probate attorney to steal the family  inheritance? You may find that they are using attorney client privilege to keep a lot from you in discovery. You may be able to get around that rule but do you know how? You may want to check out this recent case out of the Fourth District Court of Appeals to learn more. 

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Is a West Pam Beach Trustee Entitled to a Transfer of Venue?

Uncategorized Oct 28, 2015
post about Is a West Pam Beach Trustee Entitled to a Transfer of Venue?

Do you know what a transfer of venue is? If you are serving as a  West Palm Beach trustee you may be faced with probate lawsuits from all over the State of Florida, or even the country! You may have a right to move those cases to your own backyard though. Check out this recent case out of the Second District Court of Appeals to learn more. 

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4 Times When You May Need to Amend a West Palm Beach Estate Plan

Uncategorized Oct 27, 2015
post about 4 Times When You May Need to Amend a West Palm Beach Estate Plan

Are you considering amending your estate plan? Experienced Palm Beach  probate litigators know that there are certain life events that should trigger you to think about your estate plan. That being said often times individuals have other things on their mind and amending gets put on the back burner. Here are four times to really remember its time to amend that estate plan in West Palm Beach. 

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