Serving as someone’s agent under a power of attorney, personal representative of their estate, or even trustee—all of whom are fiduciaries— means taking charge of all their property. That includes bank accounts, investment accounts, retirement accounts, and residences. Whether these ...
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The Kentucky General Assembly’s 2020 session led to several new laws that affect trust and estate planning and administration. It’s time to look at how those changes will affect us since the chapter on this year’s legislation is closed; the ...
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Kentucky Supreme Court Chief Justice Minton announced that Kentucky courts would be closed to most in-person services through Sunday, May 31, 2020. North Carolina Supreme Court Chief Justice Beasley issued an order on April 13, 2020 granting an automatic extension ...
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On Monday, March 30, 2020, Governor Andy Beshear signed HB 150 to provide a variety of relief during the COVID-19 state of emergency. Section 1(11) of that Bill allows for remote signing and notarization in Kentucky. “Notwithstanding any state law ...
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Three big changes to Kentucky power of attorney law will take effect sometime this summer because Kentucky has adopted the parts of the Uniform Power of Attorney Act that it did not adopt when the law last changed in 2018 ...
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On Thursday, March 26, 2020, the Kentucky Supreme Court extended the court closings two more weeks. Courts will be open for very few cases through Friday, April 24, 2020. The details are in the order, which is linked here ...
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Chief Justice Minton has issued an emergency order, AdminOrder2020-08ReCOVID-19Emergency, cancelling in-person court appearances for most matters. The order is effective from March 16, 2020 through April 10, 2020. Based on phone calls I've made, the circuit court clerks and chief ...
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A new law that has important financial and estate planning implications takes effect January 1, 2020. Everyone will need to review their planning but it particularly means that parents who have trusts for minor or young adult children should review ...
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The cardboard boxes haven’t been recycled yet, and you still can’t find your kitchen gadgets. Do you really need to be thinking about your estate plan? Yes. That’s the short answer. The more important question is: How quickly do you ...
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For many clients, a prenuptial agreement is an important part of their estate plan. People often think of prenuptial agreements as planning for divorce and think they spell doom for the marriage. That’s a short-sighted view. Talking through a carefully ...
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