Estate Planning

Phrase “Other obligations” made Special Needs Trust invalid

How the Phrase "Other Obligations" Made Special Needs Trust Invalid Christopher W. G was denied Supplemental Security Income when his…

2 months ago

Can I help my parent create a Will?

Can I help my parent create a Will? The answer is yes and no. Yes, you can help to the…

3 months ago

Order of preference in selection of guardians; written request nominating guardian; requirements of writing, O.C.G.A. ยง 29-4-3

The ultimate test in determining who should be appointed as guardian is "who will best serve the interest of the…

3 months ago

Unavailability of subscribing witnesses to a Will

There are times, especially when probating older Wills, when you need signatures from the subscribing witnesses, but you can't find…

3 months ago

Evidence of facts before and after execution of a Will are relevant when determining whether there was undue influence

In In Re Estate of Henry, 366 Ga. App. 638 (2023), Charles Henry executed a new Will in 2017, revoking…

4 months ago

Sole Question on Petition to Probate Will in Solemn Form

We previously reported on In re Estate of Curvan, 362 Ga. App. 665 (2022). This case made its way back…

4 months ago

The person nominated by a proposed ward as Guardian or Conservator is not required to file pleadings to be considered

In In Re Estate of Kurtzman, 366 Ga. App. 725 (2023), Bette Kurtzman, 85 years old, had dementia and was…

4 months ago

Planning for Adult Children with Disabilities

Planning for Adult Children with Disabilities Childhood Disability Benefits assist disabled children and adults who became disabled prior to age…

7 months ago

Are Video Wills Valid?

Video Wills You might wonder whether you can make a video recording of yourself stating who gets your stuff and…

7 months ago

Review of Georgia Cases on Testamentary Capacity

In Georgia, an individual has legal capacity to make a Will "when the testator has a decided and rational desire…

9 months ago