“Undue influence” refers to a person’s will being usurped by the will of another. It is a significant problem when dealing with transfers and estate plans of the elderly or debilitated. It is the most common reason for a will
Spencer Law Firm
Spencer Law Firm is a legal practice based in Lancaster, Pennsylvania, specializing exclusively in trust, estate, and tax law. The firm provides services including expert witness testimony, fiduciary litigation consulting, comprehensive estate planning, and trust and estate administration. Their publications and blogs focus on topics such as fiduciary duties, estate planning strategies, trust administration, and litigation remedies related to estates and trusts. The firm also offers resources for both clients and attorneys, including practice manuals and speaking engagements on estate and tax planning matters. Their content addresses practical legal issues faced by executors, trustees, beneficiaries, and professionals involved in estate and trust law within Pennsylvania.
Latest from Spencer Law Firm - Page 6
Gene Upshaw’s Will – or was it really his Will?
Gene Upshaw, one-time Oakland Raiders Hall of Fame lineman and head of the NFL Players Association for 25 years, died in August 2008. He led the union through a strike, decertification, the victory of free agency, soaring player salaries and…
Farrah Fawcett’s Long Good-bye
Interesting reading from Estate of Denial: The long goodbye.
Poor Little Rich Girl
“Extreme wealth is a menace to happiness.” – Huguette Clark Reclusive heiress Huguette Clark died May 24, 2011 at the age of 104. Her estate is estimated at $500 million. She has lived in a New York hospital for…
Making an Offer in Compromise to the IRS
An offer in compromise (OIC) is an agreement between a taxpayer and the Internal Revenue Service that settles the taxpayer’s tax liabilities for less than the full amount owed. Don’t get too excited – it is not that easy. Unless…
PennsylvaniaFIducairy Litigation Nominated as one of Top 25 Estate Blogs
We are proud to announce that Pennsylvania Fiduciary Litigation Blog has been nominated as one of the Top 25 Blogs for Estate, Probate and Elder Law by LexisNexis The Top Blogs campaign on the LexisNexis Estate Practice & Elder Law Community…
2011 Voluntary Disclosure for Foreign Accounts
In February 2011, the IRS announced a second voluntary disclosure program for taxpayers with unreported foreign assets. It is called the 2011 Offshore Voluntary Disclosure Initiative – OVDI. The objective is to bring taxpayers who have used undisclosed foreign…
New Hampshire Court Upholds In Terrorem Clause
Andrew Wolfe writing for the Nashua Telegraph: NASHUA – A daughter of the late developer Samuel Tamposi will appeal a judge’s decision that cut her out of the family fortune and left her with millions of dollars in debt to…
Bryn Mawr Bank Buys Hershey Trust Company Private Client Group
The beleaguered Hershey Trust Company is much in the news. On February10, 2011, former Hershey Trust board member Robert Reese filed a petition in the Dauphin County Orphan’s Court asking the court to compel current and former members of the…