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New Trust Case—Remainder Beneficiary of Revocable Trust Lacks Standing to Bring Action against Trustee—Estate of Giraldin

By David W. Tate New trust case-remainder beneficiary of revocable trust lacks standing to bring action against trustee-Estate of Giraldin Dave Tate, Esq. (San Francisco) Website Intro Video In Estate of Giraldin (California Court of Appeal, Fourth Appellate District, Case No. G041811, September...

When Bad Florida Estate Planning Ruins Your Asset Protection Planning

According to the 1 st District Court of Appeals ruling in Morey 2004 v. Everbank , and Air Craun, Inc, 37 Fla. L. Weekly D1739 [ enhanced version available to lexis.com subscribers ], simple estate planning mistakes can defeat years of asset protection planning . In Morey 2004 , both the trial court...

Dedon on Estate Planning: Ringing in the New Year With Good Estate Tax News

By John Dedon In the estate tax world, 2013 ended in stark contrast to the frantic planning during 2012. 2013 marked a return to fundamental estate planning; namely, using Wills, Revocable Trusts, Powers of Attorney and Medical Directives, to protect the family assets for a surviving spouse and children...