Elder Law

Probate Court did not err appointing County Administrator to Administer Will Rather than Named Executor

In Estate of Jeffcoat, 2021 Ga. App. LEXIS 554 (2021), Eleisha Pate filed a Petition to Probate the Will of…

2 years ago

Jury Question Remained Where Testator and Witnesses Initialed Each Page But Original Attestation Page was Missing

In Wilbur v. Floyd, 353 Ga. App. 864 (2020), Jeffrey Wilbur, on behalf of himself and as the executor of…

2 years ago

Tennessee Trust Code Revised

Tennessee recently enacted 2021 Tenn. Pub. Acts. 420 (shown below) in an attempt to help Tennessee become a top trust…

2 years ago

Certified Elder Law Attorneys in Florida

(Current as of January 25, 2022) Attorneys are certified as Certified Elder Law Attorneys by the National Elder Law Foundation. NELF…

2 years ago

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

2 years ago

Exemplar Discovery in Contested Petition for Year’s Support

O.C.G.A. § 53-3-5 allows a surviving spouse or minor child to file a claim for Year's Support. Although there are…

2 years ago

Gift Tax Planning

A recent Forbes article by Matthew Erskine, 2022 Transfer Tax Update, suggests that now is the time to make gifts…

2 years ago

Gross Income Used to Determine Whether Qualified Income Trust is Necessary (Ohio)

In Merritt v. Ohio Department of Job and Family Services, Case No. CA2021-04-044 (12/27/2021), Jerome Merrit applied for Ohio nursing…

2 years ago

Form: Guardian’s Personal Status Report

Guardians must file a personal status report within sixty (60) days after appointment, and then annually, reporting the ward's location,…

2 years ago

Form: Conservator’s Annual Return (or Final Return)

Initially, a conservator must file an inventory and asset management plan within 60 days after appointment. Each year a conservator…

2 years ago