Trusts & Estates

577 ABA Journal Trusts & Estates articles.

Suspension imposed after appeals judge is accused of making himself a beneficiary of ex-client’s will
The Georgia Supreme Court has suspended a state appeals judge with pay during an ethics investigation.
Amid the COVID-19 pandemic, legal services providers find creative ways to serve older adults

Many legal services providers have worked in the past year to change how they reach and assist their clients, particularly those who are older and at higher risk for developing more severe cases of COVID-19. While some created or expanded their partnerships with community organizations, others moved their services online or outdoors.

5 ways to do more pro bono in 2021

For attorneys who want to do more pro bono in 2021, here are five ways to get involved.

Sanctions upheld for lawyer who included an original haiku in filing and cited Bugs Bunny
A federal appeals court has upheld sanctions imposed on a lawyer who filed “lengthy and superfluous filings” in a dispute with his brother, including a brief that was “littered with exclamation points and rants.”
Years of service: Mark Daniel Maloney reflects on journey with Rotary International

“It is an opportunity to connect while you are doing good in the world,” says Mark Daniel Maloney, a member of Blackburn, Maloney and Schuppert and now the immediate past president of Rotary International. “It is wonderful to be a volunteer, but you go in and you perform the service, and you leave.”

Lawyer accused of spitting on protester, shoving another and kneeing officer in groin
A Wisconsin lawyer was arrested twice over the weekend for allegedly spitting on a protester, shoving another and kneeing a police officer in the groin.
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.
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.

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.
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.
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.

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.
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.
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.

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.

Read more ...