Probate & Legal Archives

Executorium Podcast: Mediation for Executors | Bracha Etengoff

Estate mediation can give executors and families a structured way to resolve probate conflict before a difficult estate becomes a costly legal battle. This article was developed from content pulled from the Executorium Podcast episode with host Bill Gross and guest Bracha Etengoff titled ‘Mediation for Executors‘. Their conversation explores mediation as an Alternative Dispute

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The Beneficiary Refunding Bond and Release via Stark & Stark

Beneficiary Bond | 5-minute read Heir Refunding Bond | Inherited Assets | Bond and Release What is a Refunding Bond and Release? Click HERE for the original article by By Paul W. Norris A refunding bond and release is a legal requirement a beneficiary is presented with before receiving a distribution. This is to ensure that should

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Find and Vet a Great Estate Attorney

For many estates, the estate attorney is the shepherd who guides the executor and family through the storm and to a place of settlement. Some estates are simple. Some estates are complex. Some families are agreeable. Some are not. Many factors contribute to the estate settlement experience. However, just as there are vast differences between

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“The Magic of the Trust and Estate Mediation Process” California Lawyers Association – Trusts & Estates Section

Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution | California Lawyers Association Estate Mediation can be an off-ramp from the Estate Litigation Expressway. Stretching from Inheritance Pass to Rancorville, The Estate Litigation Expressway has led more than a few families to breakdown after breakdown. Awareness of the option to bring in

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Nevada Counsel Warns Executors: Avoid These Common Probate Mistakes…

Administering an estate is one of the most important and stressful responsibilities someone can take on. Nevada Counsel, LLC is urging newly appointed executors and personal representatives to learn about common probate mistakes before they lead to delays, disputes, or personal liability. “Even well-meaning executors can unintentionally make costly errors,” said Nicole Harvey, attorney and

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Estate Has Guns – What to do?

If the estate has guns – what to do? There are many responsibilities associated with guns. First things first. Safety. Is the gun loaded? Assume it is. Determining if the gun is loaded may exceed an executor’s comfort level. Only an individual experienced with weapons should handle firearms. For the executor discovering firearms, it would

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Being an Executor from Out of State: How to Handle Ancillary Probate

When you’re an out-of-state executor—living in a different city or state than where the estate is being settled—the task can seem even more daunting. However, with planning, communication, and the use of professional resources, you can manage the process efficiently and effectively, even from a distance. While a trip or two may be a necessity,

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Inheritance Stipulations Rockpoint Probate

The Top 10 Strangest Inheritance Stipulations via RockpointProbate.com

Inheritance is a strange passage in many people’s lives. They are fortunate, one will assume, as receiving money and or property is a good thing – for most. However, inheritance is not without complications. Above all, you likely lost someone. Grief is a big black cloud affecting everyone differently. In addition, relationship dynamics often change

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Take Steps to Mitigate Risk When an Estate Has Firearms

If an estate has guns an executor should have awareness of the risks and responsibilities associated with the treatment of firearms. Guest Post By Matthew F. Erskine, Esq. Personal Property | 2-minute read When an Estate Includes Guns | Estate Firearms | Estate Risk: Guns Recently, I wrote on planning for estates that contain

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Estate Talks: Understanding Probate Court – For Executors

Probate Court: The Basics of the Probate Process for Executors and Personal Representatives. Guest: Irvin G. Condon, Probate Judge, Charleston County Probate Court, Charleston, South Carolina Probate Court is the entity empowered by state law to oversee the discharge of estates, and the marshaling and safeguarding of estate assets. In this episode of Estate

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What Is a Probate Bond?

When an individual dies, their estate is managed and distributed according to their will or state laws. A probate bond, also known as a fiduciary bond or estate bond, or sometimes an “executor bond”, plays a crucial role in this process. This type of bond ensures that the individual responsible for managing the estate, a

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Executor Road: Alternate Dispute Resolution for Estates

Estate mediation may offer an alternative to costly litigation, decreased inheritances, and loss of relationships. With Estate ADR (Alternate Dispute Resolution) a good neutral, or mediator, will allow all parties to speak their piece. By contrast, a trip, or trips to court can be expensive and leave all parties feeling powerless to affect the outcome.

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