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Author Archives: Smilie G. Rogers
The Covid-19 Testamentary Work Around – The Holographic Will
Simple pour-over holographic wills offer a witness free alternative to an in-person Will signing in states that permit this. Continue reading
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NEEP Adds New Automated Documents
New England Estate Planning will offer free automated planning documents to registered attorneys. Continue reading
The Law Governing a Will – Can You Change It?
Maine Uniform Probate Code *** enables the drafter of any instrument, including but not limited to Wills, to alter the governing law. Continue reading
Posted in estate planning, wills and trusts Tagged Estate Planning, Wills Leave a comment
Turn AVVO, Martindale-Hubbell, and SuperLawyers on Their Heads, and What Do You Get?
New England Estate Planning (“NEEP”), is, among other things, a state-specific automated drafting site for lawyers licensed in Maine, New Hampshire, and Massachusetts, and is now open for attorney registration. While the site, http://www.newenglandestateplanning.com, is not yet ready for attorney … Continue reading
2020 SSI and Spousal Impoverishment Standards
The Centers for Medicare and Medicaid Services (CMS) released the Spousal Impoverishment Standards for 2020, which is available at https://www.medicaid.gov/medicaid/eligibility/downloads/spousal-impoverishment/ssi-and-spousal-impoverishment-standards.pdf
Quality Control in Estate Planning – How to Run Your Firm like it is Made in Geneva
Quality Control in Estate Planning – How to Run Your Firm like it is Made in Geneva. How do you maintain constant quality control in your estate planning practice? Of course, as an attorney you pay attention to the details, … Continue reading
Maine’s New Elective Share – Does a Marriage Become More “Worthy” with Age?
Maine’s New Elective Share – Is a marriage more “worthy” with age? Maine’s new probate code thinks so. What do you think? If a decedent leaves a will and the surviving spouse is not provided for, as in the case … Continue reading
Liability of nonprobate transferee – Trick or Treat?
Hold on to your candy kiddos; this is a stickup! Title 18-C MRS Section 6-102(2) (http://legislature.maine.gov/statutes/18-C/title18-Csec6-102.html) of Maine’s Uniform Probate Code introduces us to a new concept, nonprobate transferee liability. The statute provides that, except as otherwise provided by statute, … Continue reading
Maine’s Transfer on Death Deeds
The enactment of the Maine Uniform Probate Code on September 1, 2019, brought with it Title 18-C M.R.S. § 6-401, et seq., the Uniform Real Property Transfer on Death Act, see https://legislature.maine.gov/statutes/18-C/title18-Csec6-401.html, which authorizes the use of transfer on … Continue reading
Maine’s Enactment of Uniform Probate Code
The Maine Uniform Probate Code (MUPC), Title 18-C M. R. S. § 1-101 et seq., https://legislature.maine.gov/statutes/18-C/title18-Cch0sec0.html, with a delayed effective date of September 1, 2019 (see Section 8-301(1), H.P. 1881- L.D. 1535) pursuant to emergency legislation, revokes Title 18-A. Title 18-C brings … Continue reading