Cruise Lines Re-Routes Ships West After Hurricane Irma

Some lines have been diverting ships to deliver relief supplies to the most-devastated areas. Meanwhile, the big lines, such as Carnival, Disney and Norwegian, are “rejiggering their schedules,” says Chris Gray Faust, senior editor at CruiseCritic.com. One alternative to sailing the eastern Caribbean is to move upcoming sailings westward. While hugely popular cruise destinations in those eastern […]

Chris Lazarini Examines Unconscionability Claims in Arbitration Clause

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Every Day is Bitcoin Pizza Day: What Clients and Estate Planners Need to Know about Virtual Currency

The combined value of all of the 867 crypto currencies tracked by CoinMarketCap.com is presently over $161 billion. Only seven years ago, on what is commemorated as “Bitcoin Pizza Day,” Bitcoin, then a new crypto currency, was worth barely anything….By: Murtha Cullina Source: JD Supra Every Day is Bitcoin Pizza Day: What Clients and […]

Equifax Data Breach – 143 Million U.S. Consumers Affected

Equifax is one of three major consumer credit-reporting agencies, with data on more than 820 million consumers and 81 million businesses worldwide. “Given the kind of data, the potential for financial fraud, and identity theft is quite high,’’ said cybersecurity expert Mark Nunnikhoven of security software firm Trend Micro. Equifax has created a website (equifaxsecurity2017.com) where consumers can […]

Court Affirms Summary Judgment In Will Contest Where There Was No Evidence Of Undue Influence

In Estate of Frye, parties filed an application to set aside an order probating a will due to an allegation of undue influence. No. 07-16-00398-CV, 2017 Tex. App. LEXIS 6992 (Tex. App.—Amarillo July 26, 2017, no pet. history)….By: Winstead PC Source: JD Supra Court Affirms Summary Judgment In Will Contest Where There Was No […]

Does a removed trustee have a duty to see to it that the fiduciary reins are assumed by a qualified successor?

A removed trustee retains myriad residual fiduciary duties and liabilities. The most obvious is the duty not to betray the confidences of the entrustment going forward. Less self-evident is the removed trustee’s residual duty to see to it that the…By: Charles E. Rounds, Jr. Source: JD Supra Does a removed trustee have a duty […]

T&E Litigation Newsletter – August 2017

In Passero v. Fitzsimmons et al., No. 16-P-1314, 2017 WL 3567496, (August 17, 2017), the Appeals Court affirmed the lower court’s finding that the defendant trustees committed a breach of trust, as well as the lower court’s order that the trustees be…By: Goulston & Storrs PC Source: JD Supra T&E Litigation Newsletter – August […]

Business, Partnership and Estate and Trust Tax Returns and Identity Theft

In Fact Sheet 2017-10 issued by the Internal Revenue Service (“IRS”) on July 25, 2017, “Information on Identity Theft for Business, Partnerships and Estate and Trusts”, the IRS points out that business, partnerships and estate and trust filers are…By: Pessin Katz Law, P.A. Source: JD Supra Business, Partnership and Estate and Trust Tax Returns […]

Seattle’s New Income Tax May Affect Many More People Than Initially Thought, Including People Living Outside the City

When Seattle passed its new income tax on July 10, many Washingtonians took note, but quickly moved on. The tax appeared to apply only to Seattle residents earning more than $250,000 for individuals or $500,000 for married couples, so many simply…By: Stoel Rives LLP Source: JD Supra Seattle’s New Income Tax May Affect Many […]

How A POA Can Change Your Will

The Delaware Supreme Court has just reached a decision that highlights the importance of taking the time to review your estate planning documents each and every year to ensure that the documents still fit, and not inadvertently allowing your…By: Fox Rothschild LLP Source: JD Supra How A POA Can Change Your Will

Who Determines How to Celebrate Your Life and the Disposition of You When You Die?

An often-overlooked step in the estate planning process is determining how you want the world to celebrate your life and determining your final resting place. If not addressed, conflict may occur because different loved ones have different opinions….By: Obermayer Rebmann Maxwell & Hippel LLP Source: JD Supra Who Determines How to Celebrate Your Life […]

Chris Lazarini Discusses Arbitration Clause's Application to Non-Signatory

Bass, Berry & Sims attorney Chris Lazarini discussed a case involving a Plaintiff’s suit against a broker-dealer involving his deceased mother’s IRA account. Although Plaintiff was a non-signatory to the IRA account agreement, the court enforced the…By: Bass, Berry & Sims PLC Source: JD Supra Chris Lazarini Discusses Arbitration Clause’s Application to Non-Signatory

Tax Court Decides First Micro Captive Case

On August 21, 2017, the Tax Court issued its opinion in two companion cases Benyamin Avrahami and Orna Avrahami v. Commissioner, and Feedback Insurance Company, Ltd. v. Commissioner, 149 T.C. No. 7, holding against the taxpayers in the first section…By: Eversheds Sutherland (US) LLP Source: JD Supra Tax Court Decides First Micro Captive Case

Court Held That Estate Representative Was Entitled To Discover Documents To Establish A Claim

In In re Cokinos, Boisien & Young, a representative of an estate of a deceased attorney sought documents from a law firm related to an alleged agreement to share fees. No. 05-16-01331-CV, 2017 Tex. App. LEXIS 6911 (Tex. App.—Dallas July 25, 2017,…By: Winstead PC Source: JD Supra Court Held That Estate Representative Was Entitled […]

Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee Was Prudent and Appropriate

One of the most important considerations in creating a trust is selecting the appropriate trustee. Oftentimes this involves determining whether a corporate trustee is appropriate as either the sole trustee or together with one or more individual…By: Farrell Fritz, P.C. Source: JD Supra Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee […]

The Role Of The White Knight In Turning Around A Distressed Cemetery Or Funeral Home

The laws of most states provide a comprehensive regulatory framework governing cemetery and funeral home operations, cemetery and funeral home trusts relating to preneed contracts and cemetery trusts relating to endowment care. Despite these…By: Blank Rome LLP Source: JD Supra The Role Of The White Knight In Turning Around A Distressed Cemetery Or Funeral […]

Five Key Questions To Ask When Creating Law Firm Equity Agreements

Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug Bend is the Managing Partner at Bend Law Group, PC, a law firm focused on advising small business owners. Shutterstock </div> </div> <p><span>When drafting an equity agreement, partners need to […]

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5 Ways to Save on Estate Planning Costs

Estate plans aren’t cheap. But exactly how much you’ll spend depends on a multitude of factors — the complexity of your overall needs, the experience of the attorney involved, and your geographic location, since costs can vary greatly across various regions. This article was written by Tracy Craig, columnist for Money, and was originally published on […]

Iceland Vacation Ideas – Destinations to Visit in Ireland – AARP

Vacation Deals Members save up to $570 on vacation packages at the AARP® Travel Center Powered by Expedia®. Liberty Travel Members receive discounts on select vacation packages and assistance from travel agents. Hotel Discounts Members save at Best Western, Hilton Hotels, La Quinta, Wyndham and more. Source: AARP Travel Iceland Vacation Ideas – Destinations to […]

Employers Slash Retirement Benefits Spending

The retirement cost cuts came as employers shifted from defined benefit retirement plans to defined contribution plans such as 401(k)s.  “Beyond the overall increase, there has been a seismic shift that can be characterized as a tale of two benefit programs,” John Bremen, managing director of human capital and benefits for Willis Towers Watson, said […]

Cooking Classes and Cuisine Tours Around the World – AARP

“Today’s travelers are experiential,” says Erik Wolf, executive director of the World Food Travel Association, a nonprofit educational organization whose community of food-focused travel professionals numbers 48,000, according to Wolf — up from 18,000 in 2013. “People want to get out of the bus or the car and actively participate and learn and do.” Epitourean, a Colorado-based […]

Total Solar Eclipse Viewing Tips, Where to See Eclipse – AARP

Homestead National Monument, Neb. (eclipse: 1:02 Central Time) Bill Nye the Science Guy leads the cheers on eclipse day at Homestead, which is about 50 miles south of Lincoln. Visitors can make pinhole viewers to safely watch the partial phases of the eclipse. NASA scientists will talk about subjects like space exploration and astronaut training, and another […]