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In the Estate of Hogan, a June 9, 2022 opinion from the Texas Eleventh Court of Appeals, the court reviewed the basics of undue influence and testamentary capacity…

On June 6, 2022, the United States Supreme Court decided Gallardo v. Marstiller, holding that the Medicaid Act allows a state to seek reimbursement from settlement…

In Estate of Worrall v. J.P. Morgan Bank, an April 28, 2022 opinion, the Kentucky Supreme Court determined that J.P. Morgan Bank committed a breach of its statutory…

The family exemption is available to the surviving spouse or children (if there is no spouse) of a Pennsylvania decedent.   The family exemption is a right to retain…

In Estate of Eskra, a May 3, 2022 opinion, the California Appellate Court, First Appellate District, determined that a surviving spouse waived spousal rights upon the…

In Wallace v. Torres-Rodriguez, a May 11, 2022 opinion from the Florida Third District Court of Appeal, the court determined that where a husband transferred assets…

In Little v. Davis, a May 6, 2022 opinion from the Iowa Supreme Court, the Court concluded that a surviving settlor of an irrevocable trust cannot, even with the…

In Jones v. Ervolino, a May 18, 2022 opinion from the Florida Third District Court of Appeal, the probate court was reversed for failing to comply with Florida’s new…

When the gross estate of a Pennsylvania decedent is less than $50,000 (excluding real estate and certain payments relating to payments to family and funeral…

There are two general ways to revoke a valid will under Arizona law: Perform a revocatory act with the purpose of revoking all or part of the will Create a new will…