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Estate Planning, Probate & Elder Law Flint, Michigan

Flint Estate Planning & Probate Attorneys

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Other Flint, Michigan Estate Planning & Probate Law Firms (Basic Listings)

Edward H. Powers, Attorney At Law, Pllc, Flint, MI  (810) 424-4695





ESTATE PLANNING, PROBATE & ELDER LAW NEWS

» Why Variable-life Policies Require A Closer LookLoading...

April 23, 2008 Wednesday SECTION: Section B; Column 1; Pg. 7 LENGTH: 50 words HEADLINE: why variable-life policies require a closer look BYLINE: Arden Dale Consumers should take close look at variable-insurance ... via Insurance News Net

» Nontaxpayer’s Audit Defense Manual
The Nontaxpayer’s Audit Defense Manual is used for “nontaxpayers” only who will be going through an IRS audit.  This manual is not intended or authorized to be used for “taxpayers”, or as a “tax shelter” or way to reduce the liability of a “taxpayer”. Related PostsPost Taxum Syndrome [...]

» Intentional Interference with an Inheritance, and the Ellis Case

Besides an action to contest a Will, a frustrated beneficiary may attempt to proceed with a tort known as "intentional interference with an inheritance." In some cases, this may be the ONLY way in which the potential beneficiary can proceed.

In the Nemeth case (425 N.E.2d 1187), for instance, the decedent's stepdaughter (not an heir of the decedent) filed an intentional interference with an inheritance action against her step-sister because a successful Will contest would have done her no good.

A number of cases have followed, trying to explain the limits and ramifications of the tort. A recent case involves the estate of a woman named Grace Ellis (found here as a PDF). The case was brought by the Shriners Hospital for Children, beneficiaries under a previous Will, against a man named James G. Bauman (who was named as sole beneficiary and executor under the Will that was admitted to probate). Ms. Ellis evidently died in 2003, but the Shriners took no action to contest anything until 2006. Maybe their itty-bitty cars were in the shop all that time? Or (more likely), perhaps the Shriners had no idea that they were named as beneficiaries in a previous Will.

Anyway, the Shriners file their suit, making the same sorts of allegations as you might see in a Will contest (lack of capacity and undue influence). But, of course, they can't file a Will contest, because Will contests must be filed within six months after the Will in question was admitted to probate.

Can you use the intentional interference with inheritance tort to get around the six month period, since it isn't a Will contest? No, says the court.

» Podcast Status

A couple of things:

1. The podcasts don't take very long to record, but they take a while to write (no, for the most, I'm not improvising). I'll try to get the next one up this coming week, hopefully by Saturday at the latest.

2. You can now download the Death and Taxes podcast on iTunes. If you go to the iTunes store and search for "death and taxes blog podcast," you can find it. Unfortunately, I'm not sure how else you can find it -- there's no "legal" category in iTunes, so I'm stuck in the "business" category. Anyway, you can listen to or download individual episodes, or subscribe to the podcast.

» Investor Works To Recover From Her Mistakes

"I have lost money by moving investments too often. My choices seem to be lopsided."

Like many novice investors, Lori Donatelli has lost a lot of money moving in and out of the stock market. via Hartford Courant