Probate Jurisdiction nets Ladybird Deed in Will and Trust Contest

By Doug Chalgian on December 22, 2023

  A jury trial was held in a probate court on the validity of the various estate planning documents, including a will, a trust and a ladybird deed. ...

Read More ›

Deed with Oral Trust Add On Upheld

By Doug Chalgian on June 17, 2023

  X deeds real estate to Y with understanding that Y will hold the subject property for the benefit of Z, and convey the property to Z at...

Read More ›

COA Affirms Conservator’s Ladybird Deed

By Doug Chalgian on January 20, 2023

  The important holding in this case is that a conservator can execute a ladybird deed without first asking for court permission.  The facts and other nuances of...

Read More ›

Another Deed in the Drawer goes Bad

By Doug Chalgian on January 13, 2023

  Husband and Wife own homestead as tenants by entireties.   Prior to leaving for a trip, they execute a deed conveying their homestead to themselves as co-trustees of...

Read More ›

Deed Case Feels Like Law School Question

By Doug Chalgian on October 18, 2022

  This is one of those law school question cases, mostly real property law but with a probate twist. Here we go: The Deeds A and B own...

Read More ›

Doug Chalgian

About The Author: Doug Chalgian

I am an estate planning, probate litigating, elder law attorney. This is a blog for clients and professional colleagues. In it I offer my ideas about the state of the law and the practice of law. I believe we are living through a unique period during which the law (which is traditionally slow to change) and society are attempting to evolve to address the explosion of people living long lives. I find these developments fascinating and enjoy being involved in this evolution.