Last Week in Estate Planning (June 3 to June 9, 2011)

June 10, 2011
300px Honors1 Last Week in Estate Planning (June 3 to June 9, 2011)

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Instead of limiting this feature to the posts of the week, I thought it might be helpful to also post links to the top estate planning stories and developments of the past seven days.  I hope you enjoy.

Top Stories of the Week

Individual State Developments

In Pennsylvania:  “PA DoR Revised Safe Deposit Box Entry”, Neil E. Hendershot, Esq., PA Elder, Estate & Fiduciary Law Blog.

In Florida:  “Florida Asset Protection:  New LLC Law becomes effective, David Goldman, Esq., Florida Estate Planning Lawyer Blog.

In Maine:  “Maine Senate Scales Back Increase in State Estate Tax Exemption”,  Julie Garber, Esq.,

Federal Developments

Senate Republicans Compromise on Estate Tax Exemption”, Isaac Pflaum, Wealth Strategies Journal 2.0 — citing “Senate Eyes Compromise on Estate Tax”, Josh Kosman, New York Post.

Purchase and Sale of Marital Trust Assets Did Not Trigger Transfer Tax Consequences”, Jessica Rebarber, J.D., Wealth Strategies Journal 2.0.

Entertainment and Human Interest

Ten Infamous Family Estate Feuds, Prof. Gerry W. Beyer, Wills, Trusts, and Estate Prof Blog — citing The 10 Most Infamous Family Inheritance Feuds, Douglas McIntyre, WSJ Daily Finance.

Will Elizabeth Taylor’s Estate Cooperate with Filmmaker Martin Scorsese?, Julie Garber, Esq.,


Top SSRN Downloads”, Prof. Gerry W. Beyer, Wills, Trusts, and Estate Prof Blog.

Avoid Being a Defendant:  Estate Planning Malpractice and Ethical Concerns”, Prof. Gerry W. Beyer, Texas Tech University School of Law.

Estate Planning Posts of the Week

Special Mention:

Male Dominance, Paternalism and Estate Planning”, Joel A. Schoenmeyer, Esq., Death and Taxes Blog (his follow-up to last week’s winning post, Why Does Forbes Hate Estate Planners?).

Honorable Mentions:

“Overview of Asset Protection” (infograph), Douglas K. Cook, Esq., Planning Notes.

How Adult Children Can Encourage Parents to Plan”, Jennifer S. Santini, Esq.,

Post of the Week:

IRS Moves to Tax Contributions to 501(c)(4) Groups Active in Politics”, McGuireWoods LLP Private Wealth Services, Legal Updates.

Please nominate any top estate planning posts or articles for the week June 10 to June 16, 2011 in the Comments section below.  Have a nice weekend!

 Last Week in Estate Planning (June 3 to June 9, 2011)
 Last Week in Estate Planning (June 3 to June 9, 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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