In September 2008 we wrote about John P. Karoly, Jr. the Allentown attorney who allegedly faked his brother’s will.
Turns out there’s more. Read what the Taxgirl, Kelly Erb, has to say at Lawyer Fakes Will (Allegedly), Now Faces Tax Charges.
Here is an excerpt::
While Karoly fights the fake will charges, he has
In Brodsky Estate. (O.C. Div. Montg), 29 Fiduc. Rep. 2d 57, December 11, 2008, objections were made to an account of the agent, Brent Brodsky,after the principal’s, Cecilia Brodsky’s, death. The agent was surcharged $210,000 for transferring funds to himself from an account in joint names between agent and principal. The funds had been contributed solely by
Thank you to Grant Griffiths for his suggestion for this post.
We appreciate your visits to Pennsylvania Fiduciary Litigation. While many of you are stopping by to read the new post we have published, you may be missing out on what else we have to offer.
If
The AARP Public Policy Institute has issued a report entitled Power of Attorney Abuse: What States Can Do About It.
Also see this summary of the report by Naomi Karp, J.D., In Brief: Power of Attorney Abuse: What States Can Do About It.
The ABA Commission staff, AARP staff, and advisory committee members identified 21
The following blog post is reprinted with permission from the blog of Leslie A. Burgk, Esq,
February 6th, 2009
If your client’s estate plan overlooks the right to terminate contracts and recapture copyrights, it could cost your client’s heirs
In 1981 with the passage of the Economic Recovery Tax Act (ERTA), Section 2035 of the Internal Revenue Code was amended so that most gifts made within three years of death were no longer pulled back into the estate. The 3-year rule was not eliminated completely, however. Transfers of life insurance within three years of death
Hughes Estate Group publishes Estate Street – about all things estate and tax planning. This post reports on the dispute over a $90 million dollar collection of art from Papua New Guinea:
"Three brothers have been feuding since 2005 over the estate of their mother, Evelyn A.J. Hall who was a sister of the late publishing
John T. Brooks and Erika A. Alley are authors of The Jewish Clause published in Trusts and Estates discussing the case of In re Feinberg, 383 III. App. 3d 992 (1st Dist June 30, 2008).
They write:
"Max Feinberg created a trust in which he declared that any descendant of his — that is
POINT:
Duncan Bannatyne, a British Multi-Millionaire and best selling author terminated his daughter’s interest in a trust after her caught her smoking.
COUNTERPOINT:
In September 1993, Marin Cemenescu died leaving a will which stipulated that his wife must smoke five cigarettes per day for the rest of her life to inherit his house and
While much is made of the importance of blogging for today’s lawyers, here is a sobering note in counterpoint.
Brian Leiter, Why Blogs Are Bad for Legal Scholarship, 116 Yale L.J. Pocket Part 53 (2006), http://www.thepocketpart.org/2006/09/20/leiter.html.
Excerpt:
"Blogs, like markets, are hostage to the ignorance and irrationality of their most visible proprietors, as