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Full-Text Articles in Estates and Trusts

Planning And Drafting From The Fiduciary's Perspective, Marc S. Bekerman, Jo Ann Engelhardt, Isabel Miranda Sep 2001

Planning And Drafting From The Fiduciary's Perspective, Marc S. Bekerman, Jo Ann Engelhardt, Isabel Miranda

Other Publications

No abstract provided.


Planning And Drafting From The Fiduciary's Perspective, Marc S. Bekerman, Jo Ann Engelhardt, Isabel Miranda Mar 2001

Planning And Drafting From The Fiduciary's Perspective, Marc S. Bekerman, Jo Ann Engelhardt, Isabel Miranda

Articles & Chapters

An ounce of prevention is worth a pound of cure." Although a cliche, this adage is a truth of great value in estate planning, both in formulating an estate plan and in drafting documents. Unfortunately, fiduciaries confront plans and documents that do not always achieve the desired results. This article highlights areas that fiduciaries regard as essential areas of concern in good estate planning.


Trusts And Estates Practice Into The Next Millennium, Marc S. Bekerman, Gerry W. Beyer Jan 1999

Trusts And Estates Practice Into The Next Millennium, Marc S. Bekerman, Gerry W. Beyer

Articles & Chapters

As the world prepares to enter the next millennium, the practice of trusts and estates law continues to evolve. Factors driving this evolution include an increase in life expectancy, numerous advances in medical technology, the increased geographic mobility of individuals, the growing use of revocable trusts as will substitutes, the trend to abolish the rule against perpetuities and restrictions on the ability of creditors to reach self-settled trusts. Due to advances ranging from low-tech improvements, such as refrigeration and sewer systems, to sophisticated medical procedures, such as organ transplantation and dialysis, people are living longer than their ancestors. This article …


Marriage And The Income Tax Yesterday, Today, And Tomorrow: A Primer And Legislative Scorecard, Ann F. Thomas Jan 1999

Marriage And The Income Tax Yesterday, Today, And Tomorrow: A Primer And Legislative Scorecard, Ann F. Thomas

Articles & Chapters

No abstract provided.


Reforming The Requirements For Due Execution Of Wills: Some Guidance From The Past, Lloyd Bonfield Jan 1996

Reforming The Requirements For Due Execution Of Wills: Some Guidance From The Past, Lloyd Bonfield

Articles & Chapters

The recent revision of the Uniform Probate Code (1990) accepted the "dispensing power" with respect to will execution, revocation, revival, and alteration. Under section 2-503, a will that has not been executed in conformity with the formalities of will execution should nevertheless be admitted to probate if the probate court finds "by clear and convincing evidence" that the decedent intended the document to stand as a will This Article reviews the literature supporting the change in wills acts and examines cases that have considered applying remedies for defectively executed wills. It is argued by the proponents of the dispensing power …


Elder Law In The Nineties, Peter J. Strauss Jan 1993

Elder Law In The Nineties, Peter J. Strauss

Articles & Chapters

The need to reconsider estate planning, placing a greater emphasis on life planning, is the theme of Peter J Strauss's essay. He provides an overview of the status of the elderly in the United States and reminds the reader that the legal profession has not yet adequately addressed the needs of this segment of the population. The life planning components are discussed and corporations are urged to attend to such employee planning needs so as to enhance productivity at work and to improve the quality of their employees' lives.


Before Guardianship: Abuse Of Patient Rights Behind Closed Doors, Peter J. Strauss Jan 1992

Before Guardianship: Abuse Of Patient Rights Behind Closed Doors, Peter J. Strauss

Articles & Chapters

No abstract provided.


Contrasting Sources: Court Rolls And Settlements As Evidence Of Hereditary Transmission Of Land Amongst Small Landowners In Early Modern England, Lloyd Bonfield Jan 1984

Contrasting Sources: Court Rolls And Settlements As Evidence Of Hereditary Transmission Of Land Amongst Small Landowners In Early Modern England, Lloyd Bonfield

Articles & Chapters

No abstract provided.


Marriage, Property & The Affective Family [Comments], Lloyd Bonfield Jan 1983

Marriage, Property & The Affective Family [Comments], Lloyd Bonfield

Other Publications

No abstract provided.