Preserving Culture and Building Legacy with Genice Lee
Bar Exam Toolbox Podcast Episode 326: Listen and Learn -- Intestate Distribution (Wills and Trusts)
Once Removed Episode 15: The Rich Relative Playbook
The Case of the Laughing Heirs
The Secret Child
Welcome to 'Splitting Heirs'
To Give or Not to Give: Considerations for Year-End Gifting
Life is often unfair. That is the reality that most of us have come to realize as we age. While we would hope that we will be treated fairly by a loved one in their last will and testament, there is no guarantee, however,...more
In In re Est. of Lopez, Guadalupe Lopez, Jr. applied for independent administration and heirship determination after his father’s death. 724 S.W.3d 847 (Tex. 2025)....more
What Is a Pour-Over Will? When people begin estate planning, they often think first about a simple will. While a will is an important document, it may not always provide the most efficient way to transfer assets after...more
There is no doubt that the loss of a loved one is an emotional time in a person’s life, and there will certainly be a period of grieving after the passing of this individual. At some point, however, the estate of the decedent...more
For many years, estate planning conversations began with taxes. Clients wanted to understand how to reduce estate tax exposure, how much they could transfer during life, and what strategies would preserve wealth for the next...more
When a person dies intestate and it is not possible to identify any heirs then the estate will eventually be taken over by the Crown. In England and Wales, where this happens there is a public list known as the “Bona...more
Estate planning is often viewed as a process that ends at death, with assets transferred and administration completed through probate or trust administration. For many forms of intellectual property, however, that view is...more
Financial Planning for Family Meets the Cold Light of the Court Divorce is a reality for almost a million American couples each year. Across the range from amicable to hard fought, most divorces including children involve a...more
Think of passing an estate to your family like handing over a safe deposit box full of valuables: if the key (a valid will) is clear and everyone knows the code, the handover is calm. If you lose the key, the box stays...more
La CAA de Bordeaux rappelle qu'en cas de réduction de capital non motivée par des pertes réalisée par diminution de la valeur nominale des titres, la seule existence de réserves distribuables (hors réserves légales) suffit à...more
In the majority of estates, when a decedent passes they often have a home or other parcel of real property that was titled in their name. In most instances, the executor of the estate will market and sell the property and the...more
When DNA Tests Meet Estate Plans: Surprise Heirs and the Legal Fallout - For many families, at-home DNA testing kits like 23andMe and Ancestry.com have provided fascinating insights into ancestry and genetic health. But...more
Fifth Circuit affirms ruling that statutory termination of copyright grant, as well as contingent copyright renewal rights, apply worldwide and are not limited to rights in United States. In 1962, Cyril Vetter and Don Smith...more
For many families, at-home DNA testing kits like 23andMe and Ancestry.com have provided fascinating insights into ancestry and genetic health. But for those of us practicing Elder Law and Estate Administration, they’ve also...more
Karli v. Wilson instructs mineral/royalty traders and their scriveners on a surefire way to create title chaos out of what could have been an uncomplicated land transaction. In 1950 the Wilson siblings and spouses executed a...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Genice Lee from Harvest Estate and Appraisals. They discuss the importance of legacy, the role of passion assets in preserving family...more
In Laurelton Estates, LLC v. Prince, the Appellate Division (the “Court”) affirmed the dismissal of a partition action governed by New York’s Uniform Partition of Heirs Property Act (“UPHPA”). Laurelton Estates, LLC, owned a...more
The case of Zappos owner Tony Hsieh, the late billionaire who was initially believed to have died intestate, without a valid will, took an unexpected turn when an apparent original will surfaced years later, halfway around...more
In Serna v. Banks, the central legal issue addressed was whether an heir has standing to bring tort claims (such as breach of fiduciary duty, conversion, fraud, and negligence) for property belonging to a decedent’s estate...more
When a loved one or friend passes away, they often leave a large amount of personal property to be distributed. This article addresses the distribution of a decedent’s personal property and disputes concerning its...more
As we elapse the quadricentennial of the 21st century and enter 2026, what is being called the “Great Wealth Transfer” is well underway. The Baby Boomer generation is noted for post-war perseverance, significant...more
The legal saga surrounding the estate of Dr. Laura Dean Head—a respected professor at San Francisco State University—is a powerful example of how undue influence and disinheritance can put an estate at risk and take years to...more
Disinheriting someone from an estate is a big decision, one that requires careful consideration and precise legal drafting to avoid ambiguity, disputes, and delays. Estate planners should avoid generic clauses and embrace...more
The Virginia General Assembly passed several laws that affect trust and estate litigation in Virginia in 2025. They include more protections for estate planners, simplification of transfer-on-death deed revocation under...more
Sadly, victims of art theft are often left without recourse because they simply cannot locate their stolen property. However, sometimes luck has other plans. Stolen Art in a Children’s Movie- Artworks reemerge in the most...more