Articles

Court Approves Easy Probate Avoidance for Real Estate

Mon, 01 Jun 2015 16:35:00 +0000

A new way to fund a revocable trust?

The Court of Appeals held that a deceased settlor had successfully conveyed his real estate to his revocable trust through a general statement in the trust instrument purporting to transfer to the trust all of his “real and personal property,” even though he didn’t sign separate deeds of conveyance for the real estate.

Drafting in a Parallel Universe

Mon, 27 Apr 2015 18:55:00 +0000

A recent case centered on an estate’s right to seek reimbursement of estate taxes from recipients of non-probate assets.

Keeping Up With Philip Seymour Hoffman

Mon, 03 Mar 2014 16:57:00 +0000

A tragic death underscores the importance of having a lifelong relationship with your client

A tragic death underscores the importance of having a lifelong relationship with your client.

TRANSFEREE LIABILITY FOR ESTATE TAXES CAN BECOME A NEVER ENDING STORY

Tue, 10 Sep 2013 17:11:00 +0000

Two Courts in Search of a Remedy

Tue, 12 Feb 2013 19:19:00 +0000

Dime Store Stock Costs Litigants Millions

Tue, 28 Aug 2012 20:35:00 +0000

Court of Appeals rejects Knox on fiduciary investing decisions

John T. Brooks and Gregory Monday discuss the recent Knox decision and its implications for fidicuiaries everywhere

Happy Family Inc.

Wed, 08 Aug 2012 14:00:00 +0000

Best practices for business governance

Gregory F. Monday offers seven rules to assist in tackling the thorny issue of business succession planning

Attorney Disbarred After Trying to Sell Annuities to Elderly Client

Mon, 25 Jun 2012 15:05:00 +0000

Florida Supreme Court broadly defines “business transactions”

According to the Florida Supreme Court, an attorney’s activities fall under ethical disclosure rules whenever he participates in a business transaction with a client, even if he’s not a principal (for example, buyer or seller) in the transaction.

Supreme Court Unanimously Rules That State Law Can Define Family Relations for Federal Program

Thu, 31 May 2012 18:06:00 +0000

What does this decision portend if DOMA is repealed?

Gregory F. Monday outlines the possible ramifications of the unanimous decision in Astrue v. Capato

Filing Follies

Wed, 27 Oct 2010 18:00:00 +0000

Gregory Monday, partner, in the Madison, Wisc. office of Foley & Lardner LLP, Samantha E. Weissbluth, senior counsel, and Simon Johnson, associate, both in the Chicago office of Foley & Lardner LLP

Keep a keen eye on each state’s obligations for establishing and dissolving business entities

Settlor Incompetence and The Trustee's Quandary

Thu, 01 Jul 2010 16:00:00 +0000

Eric L. Maassen & Gregory M. Monday

Take steps while the grantor is competent to establish clear guidelines on dealing with issues that will arise if the grantor becomes mentally incapacitated

It can be difficult on a personal level to watch a client, whom you may have known for years, begin to lose his mental capacity. But if that client is