Last Week in Estate Planning (June 17 to June 25, 2011)

June 26, 2011
2369111942 81d5ba4819 m3 Last Week in Estate Planning (June 17 to June 25, 2011)

Eager crowd, likely anticipating this week's "winners" -- Image by The Library of Congress via Flickr

While reviewing last week’s blogs and articles, imagine the fantastic surprise I got when I saw Julie Garber’s recent “Estate Planning Roundup” article on blog commending this blog.  That’s really some compliment — I have always thought her blog is one of the best, especially in terms of timely information and readability.  She has a talent at making her points concisely, and this enables her to blog about interesting estate planning developments pretty much daily.  I have cited her on this blog many times before — don’t be surprised if this habit continues.

Ordinarily, I would simply end this post now, and have the good taste to simply give Ms. Garber’s post the universally coveted “Thoughts on Wills and Estate Planning Blog’s Estate Planning Post of the Week” (the “Estate Plannies”?  The TWEPBEPPW’s?).  However, there is probably some downside that I’m not seeing at the moment.

In all seriousness, since I started this project, there has been no shortage of excellent estate planning posts throughout the web every week.  Call it self-serving, but the more that people understand the wide breadth of helpful people and resources that are available to them, perhaps the more approachable estate planning and its related topics can be.

I’ll shush now.  IMHO, the following were the most interesting stories and posts of last week.  I will let the authors’ works speak for themselves.  Enjoy!

Top Stories of the Week

Individual State Developments

In New York:  “New York Allows Same-Sex Marriage, Becoming Largest State to Pass Law”, Nicholas Confessore and Michael Barbaro, The New York Times.

In Wisconsin: “Domestic Partnership Benefits Upheld by Wisconsin Court”, Prof. Gerry W. Beyer, Wills, Trusts & Estates Prof Blog.

In California:  “California Gives ‘Rogue’ Wills More Validity”, Arden Dale, Wall Street Journal — cited in “California Appellate Court Addresses Harmless Error Rule”, Prof. Gerry W. Beyer, Wills, Trusts & Estates Prof Blog.

In Oregon:  “Law Change Alert:  Oregon Inheritance Tax”, Candice N. Aiston, Esq., Oregon Estate Planning Blog.

Federal Developments

Don’t Hold Annuities In Trusts – Well, Maybe It’s Okay”, Charles Rubin, Esq., Rubin on Tax.

Entertainment and Human Interest

Deathbed Billionaires Continue To Pursue Lustful Marriages While Heirs Wait and Worry, Scott Martin, The Trust Advisor Blog (discusses Hugh Hefner).

Anna Nicole Smith heirs are losers in Supreme Court“, David Savage, Los Angeles Times — cited in “Breaking News – Anna Nicole Smith’s Estate Loses U.S. Supreme Court Battle”, Julie Garber,

A Slithery Reason Why It’s Important to Have a Will”, Megan Connolly, Toronto Trusts & Estates Monitor.


Estate Tax or Carryover Basis?”, Justin P. Ransome, CPA, J.D. and Frances Schafer, J.D., Journal of Accountancycited in “Tax Relief Effect on 2010 Decedent Estates”, William Alan Nelson II, Wealth Strategies Journal 2.0.

Top Posts and Articles of the Week

Honorable Mentions

Attorney Fees in Probate, and Estate of Weeks”, Joel Schoenmeyer, Esq., Death and Taxes – The Blog.

Change is on the Way”, Liz Rizkallah, Esq., Trusts & Estates.

Rowsell v. MacKinnon”, Stan Rule, Rule of Law.

Estate Planning Post of the Week

Amateur Efforts to Avoid Probate Can Be Disastrous”, Patti Spencer, Esq., Pennsylvania Trusts and Estates Blog.

Please nominate any top estate planning posts or articles for the week of June 26 to July 2, 2011 in the Comments section below.

 Last Week in Estate Planning (June 17 to June 25, 2011)
 Last Week in Estate Planning (June 17 to June 25, 2011)


Scott R. Zucker, Esq. is the owner of The Zucker Law Firm PLLC, located just outside the Capital Beltway in Annandale, within five miles of the City of Fairfax, the county seat of beautiful Fairfax County, Virginia. The firm focuses mainly on estate planning services for Virginia, Maryland and Pennsylvania clientele, and seeks to do so in an affordable and approachable way. People interested in learning more can contact Scott by phone or email.

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