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Category: Taxation Law
Wills, Trusts and Estates Prof Blog - January 05, 2009
In Citigroup Global Markets, Inc. v. Brown, 261 S.W.3d 394 (Tex. App.Houston [14th Dist.] 2008, no pet. h.), Decedent signed a power of attorney naming his son as his agent. Agent open an account with Brokerage which contained an arbitration...
Wills, Trusts and Estates Prof Blog - January 05, 2009
In Wells v. Dotson, 261 S.W.3d 275 (Tex. App.Tyler 2008, no pet. h.), Decedent entered into a lease with an option to purchase with Lessee. After Decedents death, Lessee notified Executor that he wanted to exercise the option to purchase....
Wills, Trusts and Estates Prof Blog - January 05, 2009
The Big Bopper, Jiles Perry Richardson, Jr., died on February 3, 1959 ("the day the music died") in a plane crash along with Buddy Holly, Ritchie Valens, and the plane's pilot. In 2008, his casket made of 16 gauge steel...
Wills, Trusts and Estates Prof Blog - January 04, 2009
Allison Elvert Graves (J.D., University of Alabama, licensed in Missouri) has recently published her comment entitled Marshall v. Marshall: The Past, Present, and Future of the Probate Exception to Federal Jurisdiction, 59 Ala. L. Rev. 1643 (2008). Here is the...
Wills, Trusts and Estates Prof Blog - January 04, 2009
It is with a heavy heart that I report the passing of "the" elder law expert, Clifton Kruse. The following excerpts are from his obituary: Clifton Bryan Kruse, Jr., 74, passed away surrounded by his family on December 30, 2008,...
Wills, Trusts and Estates Prof Blog - January 03, 2009
Here are the top downloads from November 4, 2008 to January 3, 2008 from the SSRN Journal of Wills, Trusts, & Estates Law for all papers announced in the last 60 days. Rank Downloads Paper Title 1 150 Take the...
Wills, Trusts and Estates Prof Blog - January 03, 2009
Madelyn Dunham, President-elect Barak Obama's maternal grandmother, died on November 2, 2008. Because of the proximity of her death to the Presidental election, her private memorial service was postponed until December 23, 2008 when the service was held at the...
Wills, Trusts and Estates Prof Blog - January 02, 2009
David Major (Technical Editor, Santa Clara Law Review, Volume 49; J.D. 2008, Santa Clara University School of Law) has recently published his comment entitled Revocable Transfer On Death Deeds: Cheap, Simple, and Has California's Trusts & Estates Attorneys Heading For...
MauledAgain - January 02, 2009
On New Year's Eve I heard a commercial on the local news radio station for something called "Fix Housing First," and so I went to its web site to learn more about the proposition that the first thing Congress needs to do is t
Wills, Trusts and Estates Prof Blog - January 01, 2009
Although Marlon Brando died in 2004, disputes about the validity of his will continue. Here are some excerpts from Matthew Heller, Judge OKs Claim Alleging Marlon Brando Will a Fake, onpointnews.com, Dec. 26, 2008: The ex-wife of Marlon Brando's son...
Wills, Trusts and Estates Prof Blog - January 01, 2009
As you are probably aware, this blog attempts to serve as a central site to locate and explore comprehensive materials to enhance your teaching of courses that address intestate succession, wills, trusts, estate administration, non-probate assets, planning for disability, and...
MauledAgain - December 31, 2008
It is impossible for me to tally how many times I have said to my students, in one or another class, "We law professors don't need to make these up. The best hypotheticals and the best problems are found in life." As 2008 comes to a close, it's worth looking at CNN's Fortune Magazine
Wills, Trusts and Estates Prof Blog - December 31, 2008
Joshua C. Tate (Assistant Professor of Law, SMU Dedman School of Law) has recently published his article entitled Caregiving and the Case for Testamentary Freedom, 42 U.C. Davis L. Rev. 129 (2008) (the link is the the SSRN version of...
Wills, Trusts and Estates Prof Blog - December 31, 2008
The folllowing excerpts discussing the new IRA MRD rules are from Relief from Required Minimum Distribution Rules - But Only for 2009 , BracewellGiuliani.com, Dec. 30, 2008: A recent tax law change promises to help give retirees and retirement plan...
Wills, Trusts and Estates Prof Blog - December 30, 2008
The impact of the Madoff scam on charitable donations is discussed in Deborah Brewster, Non-profits face donor ire over Madoff exposure, FT.com, Dec. 28, 2008. Here are a few excerpts from this article: Non-profit organisations may find it harder to...
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