Section Newsletters

Articles From Cary A. Lind

Estates and trusts have to file income taxes By Cary A. Lind Trusts and Estates, February 2018 Most clients who come in with simple estates and trusts have no idea that fiduciary income tax returns may have to be filed or that it may be beneficial to file them even if no taxes are due. Even more alarming, many attorneys have no idea that they need to address fiduciary income taxes in virtually every estate.
Probate citation proceedings: Part 2 By Cary A. Lind Trusts and Estates, January 2018 The goal of Citation proceedings is to recover assets that are not in the estate but should be in the estate.
Probate citation proceedings By Cary A. Lind Trusts and Estates, December 2017 There are two kinds of Citations: Discovery and Recovery. The usual procedure is to do the Discovery Citation first with the Recovery Citation afterwards if further proceedings are warranted.
A call to account By Cary A. Lind Trusts and Estates, November 2017 An accounting is supposed to summarize the financial aspects of an estate. It should show everything that comes in, everything that goes out, and the balance remaining.
Claims in probate By Cary A. Lind Trusts and Estates, October 2017 A look at some of the issues that may arise in dealing with probate claims.
Who gets the painting on the living room wall? By Cary A. Lind Business Advice and Financial Planning, October 2017 Distributing tangible property can be one of the most trying tasks that a fiduciary has, whether the distribution is through a Probate estate or through a trust.
Who gets the painting on the living room wall? By Cary A. Lind Trusts and Estates, September 2017 Distributing tangible property can be one of the most trying tasks that a fiduciary has, whether the distribution is through a Probate estate or through a trust.
Who gets the painting on the living room wall? By Cary A. Lind Elder Law, September 2017 Distributing tangible property can be one of the most trying tasks that a fiduciary has, whether the distribution is through a Probate estate or through a trust.
Heirships By Cary A. Lind Trusts and Estates, July 2017 Everyone has heirs, even if they are distant, unknown, or cannot be located.
1 comment (Most recent July 17, 2017)
The open manhole in ISBA Advisory Opinion No. 13-01 By Cary A. Lind Trusts and Estates, July 2014 The author argues for a change to the ISBA's position.

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