Probate

Below are links to blog posts and other related content:

LLC Agreement Provisions Create Non-Probate Interest

A Florida District Court of Appeal recently held that the provisions of a particular LLC’s operating agreement restricted the transfer of a decedent’s ownership interest in an LLC at death.

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Estate Plan Privacy

Perhaps one of the most overlooked aspects of a revocable "living" trust is the privacy that it can provide. If you're not familiar the concept of  a living trust, it is a legal document often used in estate planning, either in conjunction with, or instead of, a will to more efficiently administer of a person's or couple's estate by avoiding a judicial proceeding called probate

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Arizona Statutory Allowances

Arizona's statutory laws, i.e. laws passed by the legislature and signed by the governenor, provide three (3) allowances, totalling $37,000 as of July 2014, against the claims of creditors of a decedent.

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What To Do When Someone Dies?

We are often asked by our estate planning and probate clients for advice about what they should do when a loved one dies.

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3.8% Medicare Surtax on Individuals, Estates & Trusts

Beginning in 2013, the Affordable Care Act will impose a 3.8% surtax on some types of income, subject to certain thresholds. However, the applicable threshold and the manner in which the surtax is calculated varies depending upon whether the taxpayer is an individual or an estate or non-exempt trust.

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