"Undue influence" refers to a person’s will being usurped by the will of another. It is a significant problem when dealing with transfers and estate plans of the elderly or debilitated. It is the most common reason for a will contest. In Pennsylvania to establish the claim of undue influence in a will contest, the
Gene Upshaw’s Will – or was it really his Will?
Gene Upshaw, one-time Oakland Raiders Hall of Fame lineman and head of the NFL Players Association for 25 years, died in August 2008. He led the union through a strike, decertification, the victory of free agency, soaring player salaries and disputes with retired players.
Upshaw was married for the second time and had three sons
Farrah Fawcett’s Long Good-bye
Interesting reading from Estate of Denial: The long goodbye.
Poor Little Rich Girl
"Extreme wealth is a menace to happiness."
– Huguette Clark
Reclusive heiress Huguette Clark died May 24, 2011 at the age of 104. Her estate is estimated at $500 million. She has lived in a New York hospital for the last 22 years. No visitors or family have seen her. Her affairs are controlled
Making an Offer in Compromise to the IRS
An offer in compromise (OIC) is an agreement between a taxpayer and the Internal Revenue Service that settles the taxpayer’s tax liabilities for less than the full amount owed. Don’t get too excited – it is not that easy. Unless there are special circumstances, an offer in compromise will not be accepted if the IRS
PennsylvaniaFIducairy Litigation Nominated as one of Top 25 Estate Blogs
We are proud to announce that Pennsylvania Fiduciary Litigation Blog has been nominated as one of the Top 25 Blogs for Estate, Probate and Elder Law by LexisNexis
The Top Blogs campaign on the LexisNexis Estate Practice & Elder Law Community will move ahead in several phases. They will take nominations during a comment period that ends
2011 Voluntary Disclosure for Foreign Accounts
In February 2011, the IRS announced a second voluntary disclosure program for taxpayers with unreported foreign assets. It is called the 2011 Offshore Voluntary Disclosure Initiative – OVDI. The objective is to bring taxpayers who have used undisclosed foreign accounts and undisclosed foreign entities to avoid or evade tax into compliance with U. S.
New Hampshire Court Upholds In Terrorem Clause
Andrew Wolfe writing for the Nashua Telegraph:
NASHUA – A daughter of the late developer Samuel Tamposi will appeal a judge’s decision that cut her out of the family fortune and left her with millions of dollars in debt to the family trust, probate court records show.
Last month, Elizabeth “Betty” Tamposi, 55, of
Bryn Mawr Bank Buys Hershey Trust Company Private Client Group
The beleaguered Hershey Trust Company is much in the news. On February10, 2011, former Hershey Trust board member Robert Reese filed a petition in the Dauphin County Orphan’s Court asking the court to compel current and former members of the trust company’s board of directors to redress "breaches of trust." Reese filed the petition on February