Category Archives: Survivor Benefits

Supreme Court finds DOMA Section 3 Unconstitutional

On March 27th of this year the Supreme Court held oral arguments in U.S. v. Windsor (“Windsor“).  Windsor involves federal laws and benefits, and their applicability to same-sex marriages. You can read my previous thoughts on the Windsor case here. … Continue reading

Posted in DOMA, Estate Planning, Federal Estate Tax, Same-Sex Couples, Supreme Court, Survivor Benefits | Tagged , , , , , | 2 Comments

What is a Pretermitted or Omitted Child?

I draft numerous plans for couples that have started a family. Many times, the couple will execute their estate plan after the birth of their first child but plan on having additional children. Most clients in this position will ask … Continue reading

Posted in Estate Planning, Omitted Child, Pretermitted Child, Probate, Survivor Benefits, Wills | 2 Comments

Supreme Court Rules Post-Death Conceived Beneficiaries Not Entitled to Social Security Benefits

About a month ago, I wrote about the Supreme Court holding oral arguments on an interesting estate planning issue. Yesterday, on May 21, 2012, the Supreme Court ruled that twins born to Robert Caputo’s surviving spouse Karen did not qualify … Continue reading

Posted in Estate Planning, Omitted Child, Supreme Court, Survivor Benefits | 2 Comments

Supreme Court Attempts to Conceive of Post-Death Inheritance

Sorry for the brief interruption in my series on what a Trustee does. With wills being drafted as early as the Roman Empire and trusts arising during the time of the Middle Ages as knights looked to protect their property when … Continue reading

Posted in Post Death Planning, Supreme Court, Survivor Benefits, Uncategorized, Wills | 2 Comments