Trusts & Estates

571 ABA Journal Trusts & Estates articles.

Lawyer accused of stealing estate money for wife’s breast implants, child support gets interim suspension

An Ohio lawyer has been placed on interim suspension after he was accused of stealing millions of dollars from a number of estates and trusts, including an estate that was intended to benefit the St. Jude Children’s Research Hospital.

May 12, 2020 12:46 PM CDT

Lawyers address problems with estate-planning document signing during coronavirus crisis

Many lawyers across the country are now using online video meetings to help senior clients arrange their affairs. This has become increasingly vital as the CDC warns that individuals who are age 65 or older and have underlying medical conditions are at higher risk for developing more severe cases of COVID-19.

May 4, 2020 8:00 AM CDT

Privilege doesn’t protect law firm’s client information from IRS summons, 5th Circuit says

A Texas law firm has to comply with an Internal Revenue Service summons seeking information about any clients that created overseas accounts and entities, according to a federal appeals court.

Apr 28, 2020 2:34 PM CDT

Texas abortion providers withdraw Supreme Court petition after new 5th Circuit decision

Abortion providers in Texas have withdrawn a Supreme Court application to allow medication abortions to continue in the state after a federal appeals court granted the relief that they sought.

Apr 15, 2020 9:54 AM CDT

Online estate planning sees surge during coronavirus crisis

“I think that everybody has a family member who is elderly or has been affected by this or works in health care, so it definitely hits close to home,” says Trust & Will co-founder Cody Barbo in this new episode of the Legal Rebels Podcast.

Apr 15, 2020 8:00 AM CDT

Lawyer tests positive for coronavirus; officials say he’s second person in NYC to be diagnosed

An attorney at a Manhattan trusts and estates law firm has been diagnosed with the novel coronavirus, the New York City Department of Health and Mental Hygiene said Tuesday.

Mar 4, 2020 10:23 AM CST

Why the increase in malpractice risk? Lawyers for plaintiffs point to trial lawyering, bill padding

Two lawyers who handle malpractice cases are pointing to two possible reasons why BigLaw is facing increasing malpractice risks.

Feb 12, 2020 11:46 AM CST

Why elder law is a growing, ‘anything-can-happen practice’

Financial exploitation is just one component of elder law. It’s a growing area of practice that includes not only advance medical directives, estate planning, guardianship, probate and will contests, but also real estate, tax, employment, special needs, discrimination, domestic violence and Medicaid issues.

Jan 30, 2020 2:53 PM CST

Lawyer who can’t find testators for over 500 wills can’t toss documents, ethics opinion says

A New York lawyer who possesses more than 500 wills, many of them obtained by acquiring others’ law practices, can’t dispose of the documents after a fruitless search for the testators—people who have made wills—according to an ethics opinion by the New York State Bar Association.

Jan 27, 2020 1:33 PM CST

The role of counsel in preserving and protecting a closely held business

Many lawyers, accountants and business consultants advise closely held and family businesses. A critical time for these counselors occurs when the founder and sole owner starts to consider the role…

Nov 26, 2019 10:22 AM CST

Disbarred partner said he stole over $2M to cover necessities; singer James Taylor is paying victims

Singer James Taylor and his wife will contribute $1.7 million to repay money stolen by a disbarred law firm partner who was sentenced to 68 months in prison Friday.

Nov 5, 2019 11:19 AM CST

Lawyer disbarred for charging 88-year-old widow an ‘utterly excessive’ fee

The New Jersey Supreme Court has disbarred a lawyer for charging an elderly client about $120,000 in a case where an expert witness said he would have charged no more than $15,500.

Nov 4, 2019 10:20 AM CST

A trusts and estates lawyer unearths his family’s past

Terrence Franklin, a partner in the Los Angeles trusts and estates litigation firm Sacks Glazier Franklin & Lodise, set out on a journey of discovery and on a path to pursue justice. He discovered documents that revealed his family’s history.

Sep 1, 2019 2:20 AM CDT

Afternoon Briefs: Once-high-profile lawyer disbarred; prescription diet cat food lawsuit reinstated

Lawyer who represented Oklahoma City bomber is disbarred

A Colorado lawyer who once represented Oklahoma City bomber Timothy McVeigh has been disbarred at age 77. Dennis Hartley’s misconduct included converting…

Aug 22, 2019 4:02 PM CDT

House of Delegates focuses on seniors’ needs in pair of resolutions

The health and well-being of senior adults were addressed in a pair of resolutions approved by the ABA House of Delegates on Monday.

Aug 12, 2019 8:13 PM CDT

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