Estate Planning Attorneys Balch Springs : Probate & Elder Law Attorneys in Balch Springs, TX

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Estate Planning, Probate & Elder Law Balch Springs, Texas

Balch Springs Estate Planning & Probate Attorneys

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John R. Vermillion & Associates, LLC

TEL (225) 292-2832 |  Baton Rouge, LA

TEL (615) 221-9959 |  Brentwood, TN

TEL (918) 524-5254 |  Tulsa, OK

TEL (972) 386-4560 |  Dallas, TX

John R. Vermillion works as a sole practitioner with offices in Dallas, Texas; Baton Rouge, Louisiana; Tulsa, Oklahoma; and Brentwood, Tennessee. A native Texan, he graduated from Texas Christia...(more)



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ESTATE PLANNING, PROBATE & ELDER LAW NEWS

»  Retire Smart

» 30 Rock, Dr. King, and The Estate Tax

Last night's episode of 30 Rock (still, I think, the funniest show on TV) featured TV executive Jack Donaghy (played by Alec Baldwin) trying to convince Tracy Jordan (played by Tracy Morgan) to become the celebrity voice of the Republican party. Jordan's resulting commercial, meant to appeal to what he first refers to as "blackmericans," is pretty funny:

My fellow black Americans. Dr. King once had a dream, a dream that we all share: to build a 200-foot wall to keep Mexico out. And he also hated the estate tax.

(Later, Jordan says that "I get it -- the Republican party means less taxes, more guns, and the end of the gun tax.") The whole episode is available for free here -- the commercial comes at around 15:45, but the entire thing is really funny (especially Baldwin's Richard Nixon impression).

» 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.

» Trade gap narrows in March

»  Easing Your AMT Pain
An increasing number of middle-income taxpayers are finding themselves paying AMT. Here are some tips for reducing the tax.