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

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. Such disputes can also cause the destruction of the loved one’s intended asset distribution plan. Careful estate planning, carried out with the help of an experienced estate planning attorney, can [...]

Updates to Blogs Past: Current Medicaid Eligibility and the Spirit (Really, the Corpse) of Casey Kasem

By Diane Weinberg The world of Elder Law is fluid; I always describe the practice as working with “shifting sand.”  With that in mind, we already have updates to two of our recent blog posts: 1)    “Medicaid Moved the Cheese,” posted on July 8, 2014.  Well, Medicaid didn’t actually move the cheese.  Medicaid planned to [...]

2016-12-22T06:23:47+00:00August 26th, 2014|Blog|

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

by Richard M. Morgan & Loraine M. DiSalvo In our last Newsletter, we discussed some of the most common types of estate and trust related disputes and the best ways to avoid them. In this Newsletter, we discuss various options for resolving estate or trust related disputes, and our particular approach to resolving such disputes. [...]

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

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with arbitration and mediation, which are two of the alternative dispute resolution processes which were developed to address some of the shortcomings of traditional litigation. To review the July 2010 newsletter, [...]

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority with regard to you, your assets, or your minor children. Fiduciary roles which may be part of an estate plan can include an Executor, a Trustee, a Guardian and/or Conservator, [...]

Dispute Resolution Case Study

When Ronald Black was diagnosed with terminal cancer, he took the appropriate and responsible steps towards getting his affairs in order. The family printing business was put up for sale and Ronald started taking care of his personal business. He approached his attorney about creating an estate plan that would ensure the appropriate distribution of [...]

2016-12-22T06:24:02+00:00May 5th, 2011|Case Studies, Estate and Trust Disputes|

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

As we discussed in our July 2010 newsletter, disputes relating to probate, or to the administration of an estate or trust, can and often do arise, and the traditional ways for resolving such disputes can each be less than fully satisfying. Estate and trust related disputes should be handled carefully, to help minimize the emotional [...]

2016-12-22T06:24:06+00:00August 25th, 2010|Articles, News|

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

Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of the loved one’s intended asset distribution plan. Careful and appropriate estate planning can often help avoid estate or trust related disputes. In addition, a carefully constructed plan can often help [...]

2016-12-22T06:24:06+00:00July 2nd, 2010|Articles, News|

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.  Revocable Living Trusts are often said to provide income tax or estate tax benefits, to ensure that one’s assets won’t be tied up in prolonged and expensive court  probate proceedings [...]

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