Estate and Trust Disputes

Q&A with Loraine: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying now. Can my sister make me sell the house?

Q&A with Loraine: My dad died with no will…can my sister make me sell the house?

April 18, 2023

Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying …

Estate & Trust Disputes: Common Types and How to Avoid Them

September 12, 2014

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. …

Casey Kasem: Lessons Learned at the End of Life

August 14, 2014

In this, our first video issue of the Passionate Estate Planner, Diane Weinberg looks into the facts of the Casey Kasem matter as reported in …

“Do-It-Yourself” Wills & Other Estate Planning – If You Really Care, Beware! (Updated February 2023)

June 30, 2014

Most people have estate planning in some form on their personal “to do” lists, but very few people want to do it. First, no one …

Estate and Trust Disputes: Ways to Resolve Them and the Morgan & DiSalvo Approach

June 5, 2014

This article is part of a series on Estate and Trust Disputes. Other resources include: Estate & Trust Disputes: Common Types and How to Avoid …

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

June 4, 2014

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with …

The Essence of Estate Planning: Let the Journey Begin

May 8, 2014

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or …

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority …

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