February 2016 - Law Firm of Jeffrey Burr

Death Dossier. Finale Folder. Bucket Brief. Mortality Memo.

Posted on February 25, 2016 by Law Firm of Jeffrey Burr

At the law offices of JEFFREY BURR, we help clients with their estate planning. But having the plan, a Will or Trust, is only part of the process. I found an interesting graphic on social media and I thought I would plagiarize the idea. The graphic discussed preparation of a “death dossier” – the files […]

Individual Successor Trustee-Conflict Of Interest

Posted on February 17, 2016 by Law Firm of Jeffrey Burr

Many people who establish Trusts prefer to nominate an individual, often a child or other family member, as a Successor Trustee of their Trust in the event of their death. In this situation, the Successor Trustee is often also a beneficiary of the Trust. A conflict of interest exists in that the individual is, on […]

Proper Execution of a Last Will and Testament

Posted on February 3, 2016 by Law Firm of Jeffrey Burr

This past year our probate department reviewed numerous Wills that were not executed or signed properly. In some cases, through affidavits from the subscribing witnesses, we were able to correct some of these errors and admit the Wills to probate. Unfortunately, in other cases, the problems were not able to be fixed. Most of these […]