Family Law, Wills, Trusts, & Estate Planning, Commercial Law & Contracts

A Cautionary Tale On Holding Title: Marriage License Does Not Override Domestic Partnership Agreement

by Tara C. Narayanan | Miller Starr Regalia on 1/23/2013

A recent case, the Estate of Wilson, 2012 WL 6216869 (1st Dist. 2012), illustrates generally why escrow holders should avoid giving advice to parties to an escrow on how to take title to real property...more

Marriage Does Not Alter Or Nullify Terms Of Previous Domestic Partnership Agreement Between Couple

by Linda M. Monje | Kronick, Moskovitz, Tiedemann & Girard on 12/28/2012

In Estate of Wilson ( --- Cal.Rptr.3d ----, Cal.App. 1 Dist., December 13, 2012), a California court of appeal considered whether the marriage of a same-sex couple, during the period when same-sex marriages were allowed in...more

Insight on Estate Planning - Year End 2012

by Adler Pollock & Sheehan P.C. on 12/6/2012

In This Issue: - The spousal lifetime access trust: A safety net in uncertain times - Be prepared for a triggering event: If you own interests in a closely held business, consider a buy-sell agreement - Is your...more

Post-Nuptial Agreement Trap

by Charles (Chuck) Rubin on 11/11/2011

A recent Florida appellate court decision bears review by practitioners drafting post-nuptial agreements. The case involved a husband who provided for assets to pass to his wife in his Last Will. After the Will was...more

Real Estate, Oil & Gas and Estate Planning: Oil & Gas Fundamentals For Family Law Practitioners

by Jackson Walker on 8/17/2011

In This Presentation: Typical Documents To Be Reviewed: Deed; Mineral Deed; Mineral Reservation; Royalty; Lease; Seismic Permit; and, Pipeline Right-of-way. Who owns the minerals: Title Opinion; Title Insurance;...more

Family Office Exemption Narrowly Defined by S.E.C.

by Thomas J. Handler, J.D., P.C. on 7/15/2011

Following the stock market crash of 1929 and the Great Depression which followed, Franklin D. Roosevelt’s 1932 democratic campaign platform called for regulation of the securities exchanges “to the full extent of federal...more

Business Owners – Is Now the Time to Sell?

by Ronald Adams on 7/1/2011

As business revenues and values have declined over the past number of years, many owners delayed the possible departure from their business through retirement or sale, either waiting for things to get better, or as result of...more

Sharing the Family Business Without Giving Up Control

by Ronald Adams on 6/2/2011

A useful strategy for protecting assets during a down economy and minimizing estate tax liability is starting a family investment company (FIC). Who can use this plan? Families who want to lessen their estate tax burden,...more

Homestead Waiver Imputed To Warranty Deed [Florida]

by Charles (Chuck) Rubin on 3/21/2011

The Florida Constitution prohibits a decedent from devising his or her homestead to third parties if the decedent is surviving by a spouse at death. When there are no surviving lineal descendants of the decedent, the...more

Implement “Start, Stop and Continue” Meetings to Improve Your Operations

by Rocket Matter on 11/2/2010

What should we start doing? What should we stop doing? What should we continue doing? If you and your team periodically answer these three questions, your firm could perform with the efficiency of a Silicon Valley software...more

Powers of Attorney in Florida

by Gary Kaleita on 10/29/2010

Discusses the basics of the types and uses of Powers of Attorney in Florida...more

The Diamond in Your Engagement Ring May Last Forever...Your Marriage May be Another Story

by Afi Johnson-Parris on 9/1/2009

Death and divorce are understandably unromantic topics for any couple to approach when they are planning on spending the rest of their lives together, but planning for these events, one certain and the other increasingly...more

Pre-Nuptial Agreements: A Smart Money Move

by Daniel Clement on 6/4/2009

There are few certainties in life. However, one of life’s certainties is that all marriages will end, whether by death or divorce. At the end of marriage, whether by divorce or death, disputes over money and the...more

California Court of Appeal Refuses to Extend Insurer's Duties to Nonparty: Spouse of Deceased Insured Has No Independent Fraud...

by Manatt, Phelps & Phillips, LLP on 4/16/2009

A spouse may not sue an insurer for individual tort claims under a health insurance policy issued to his deceased wife. Refusing to create a new tort under California law, California’s Fourth Appellate District in The Mega...more

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Family Law › Wills, Trusts, & Estate Planning › Commercial Law & Contracts