The settlement library.

All entries

• Motion

  Complex Situations

  Guardianship and Conservatorship in Estate Settlement: When the Beneficiary Can't Manage Their Inheritance

  A practical guide to guardianship, conservatorship, special needs trusts, representative payee status, and ABLE accounts for estate professionals handling inheritances for incapacitated or disabled beneficiaries.

• Motion

  Complex Situations

  Hoarding Estates: The Property Cleanup Nobody Trains You For

  A practical guide for estate attorneys and executors handling hoarded properties, covering severity assessment, biohazard remediation, fair housing compliance, valuation challenges, and family dynamics during estate cleanup.

• Motion

  Complex Situations

  Estate Settlement for Incarcerated Individuals: Rights, Restrictions, and Practical Realities

  A practical guide for estate attorneys navigating probate involving incarcerated individuals as beneficiaries, executors, or decedents, covering competency, communication barriers, restitution claims, and asset management restrictions.

• Motion

  Complex Situations

  When the Estate Owes More Than It's Worth: An Insolvent Estate Practitioner's Playbook

  A practitioner's guide to administering insolvent estates, covering insolvency determination, creditor claim priority statutes, abatement doctrine, creditor negotiation strategies, special issues like Medicaid recovery, and executor liability protection.

• Motion

  Complex Situations

  Pet Trusts Nationally: How Much Is Too Much and What Courts Enforce

  A national survey of pet trust law for estate practitioners, covering the Uniform Pet Trust Act, state-by-state funding limits, reasonableness standards, trust mechanics, remainder beneficiary strategy, and practical drafting guidance.

• Motion

  Complex Situations

  Special Needs Trusts After Death: When the Caregiver-Trustee Dies Before the Beneficiary

  Practical guidance for successor trustees, guardians, and attorneys when a special needs trust caregiver-trustee dies, covering SSI/Medicaid preservation, trust types, financial management, and successor trustee liability.

• Motion

  Complex Situations

  Student Loan Debt and Estates: What Happens to Federal and Private Loans After Death

  A clear breakdown of how federal student loans, Parent PLUS loans, and private student loans are treated after a borrower's death, including discharge procedures, cosigner liability, community property implications, and executor action steps.

• Motion

  Complex Situations

  Veteran Benefits and Estate Settlement: VA Survivor Benefits, Burial Benefits, and DIC Claims

  A practitioner's guide to navigating VA survivor benefits after a veteran's death, including DIC claims, burial benefits, CHAMPVA continuation, VA home loan assumption, and the commonly missed 50-percent-for-10-years eligibility rule.