Probate & Estate Planning

When you’ve poured your time, energy, and creativity into building a business, your name becomes one of your most valuable assets. It represents your brand, your reputation, and everything you’ve worked hard to create. But have you taken the legal steps to protect it?
Registering a trademark for your business name isn’t just a formality,

In Victoria, a Testator’s Family Maintenance (TFM) claim, also known as a family provision claim, allows specific individuals to contest a Will if they believe they have not received sufficient provision from the deceased’s estate. This is governed by Part IV of the Administration and Probate Act 1958 in Victoria. Eligible individuals include current or

In last week’s blog post I explained that a power of attorney is an especially important document in the event of a medical crisis.  It allows someone to act on your behalf to make financial and/or medical decisions if you can’t make them yourself.

Simply having such a document, however, isn’t enough.  What really matters is what

Last week we read a Bankruptcy Court appellate decision that surprised us. We think it might surprise other estate planning attorneys (and other advisors). It points out that the analysis applied in Bankruptcy Court might not reflect the same thinking that we apply. That court system views wills, trusts and estate planning differently.

We also

The Departments of Labor and Health and Human Services, along with the Internal Revenue Service (Agencies) recently announced they will not enforce regulations promulgated in 2024 regarding the Mental Health Parity and Addiction Equity Act (MHPAEA) (2024 Final Rule), implementing changes Congress made to the MHPAEA by way of the Consolidated Appropriations Act of 2021

A MOLST form allows patients with a serious advanced illness to inform health care professionals about the medical treatments they want or don’t want in a serious illness care situation. These treatments can include intubation and ventilation, artificial nutrition and hydration, CPR, and more.A MOLST form is not the same as a health care proxy. A health

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