Written by Jim Worthington on August 12, 2019
Lawyers, real estate professionals, and consumers will see some fundamental changes when Senate Bill 114 takes effect on January 1, 2020. Secretary of State Alison Lundergan Grimes and Senator Morgan McGarvey worked hard to support this law, which adopts the Uniform Law Commission’s 2018 Revised Law on Notarial…Read More
Written by Jim Worthington on August 9, 2019
Different generations view family heirlooms through their unique lenses. (For a general discussion of the generations over the last 75 years, see this Society for Human Resource Management blog post. Your author tested that link and all others in this post on August 4, 2019.) The Baby Boomers…Read More
Written by Jim Worthington on July 24, 2019
I’m headed to Lexington, Kentucky for this annual event hosted by the University of Kentucky Office of Continuing Legal Education. The longest-running annual CLE event in the Commonwealth, this year the Institute will be held at the historic Keeneland Racecourse. I’ll be giving my annual Kentucky Case Law…Read More
Written by Jim Worthington on May 27, 2019
May is Mental Health Awareness Month. And, I suspect that few people know that the Kentucky Legislature has provided a form Advanced Directive for Mental Health Treatment in KRS 202A.430. The statute authorizing this form allows an adult to state preferences for:
Written by Jim Worthington on May 20, 2019
The HBO series Game of Thrones ended last night, and like most fans of the show, the fortunes of Houses Stark, Targaryen, and Lannister kept me on the edge of my seat. As an estate planning attorney, I think who inherits these “fortunes” is of particular interest. And…Read More
Written by Jim Worthington on April 28, 2019
As I write this post, we are six days away from the Run for the Roses. The winning two-year-old will likely have a lifetime of future races and breeding services. But most animals don’t provide profit to their human companions; they provide company, comfort, eyes and ears, protection,…Read More
Written by Jim Worthington on April 14, 2019
The general rule is that you should keep records to support your tax return as long as the tax year is open. My advice is to keep most income tax records for six years after you file the return.
The IRS generally has three years after…Read More
Written by Jim Worthington on April 7, 2019
The old adage that you get what you pay for came to mind recently. A widow posted a question on social media about how to recover her husband’s vehicle from impound when her name wasn’t on the title. Many people answered her question, but I didn’t see a…Read More
Written by Jim Worthington on March 10, 2019
This article concludes a four-part series on the choices you need to make to complete a comprehensive estate plan. For those who would like to read it as one document, the website includes all of this information in a white paper.
Previous articles addressed planning…Read More
Written by Jim Worthington on March 3, 2019
This article continues a four-part series on the choices you must make to complete a comprehensive estate plan. For those, who want to read ahead, the website includes all of this information in a white paper.
Previous articles addressed planning for disability and the Read More