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Trusts and Estate Lawyer Blog

Disinheriting a Spouse

Many states, the Commonwealth of Virginia included, do not permit the complete disinheritance of a spouse. While an individual may have broad leeway to craft the provisions in their Will or Trust, state laws often forbid the omission of a spouse. While a spouse may not be named in the document as a beneficiary, he […]

To Probate or Not to Probate

Kerri Castellini, trust and estates lawyer, addresses the negative connotation of probate, and what its benefits and harms are, and how it affects your estate planning

By Trusts and Estates Attorney Kerri Castellini I find myself in a number of initial estate planning meetings defending the underdog:  Probate.  Clients tell me that their sole goal for estate planning is to avoid the dreaded P word.  When I inquire further for the reasons in wanting to avoid probate, I receive a litany […]

Estate Planning for Olympians

Olympian Winners Should Consider Trust and Estate Planning

By Trusts and Estates Attorney Kerri Castellini The 2016 Summer Olympics kicked off on August 5, 2016.  Until the closing ceremonies, over 500 American athletes are slated to compete in over 28 different sports ranging from swimming to gymnastics, and even table tennis.  The first modern Olympics were held in 1896.  The United States has participated […]

First Anniversary of a Historic Ruling

the changes in estate planning for same sex families brought about by obergefell v hodges the supreme court case ruling on same sex marriage one year ago, as addressed by kerri castellini, trust and estates attorney

By Trusts and Estates Attorney Kerri Castellini June 26, 2016, marked the one year anniversary of Obergefell v. Hodges, 576 U.S.____(2015), the landmark case that legalized marriage between same sex couples throughout the United States. The effects of the case have had an impact on many areas of the law, but arguably, a significant impact […]

Sumner Redstone: Estate Planning Put to the Test

By Trusts and Estates Attorney Kerri Castellini Sumner Redstone, the 93-year-old American businessman and majority owner of the National Amusements Theater chain, is no stranger to family dispute. For almost a decade, he has been plagued by lawsuits concerning the use and control of his vast wealth, estimated by the New York Times to be […]

The New Maryland Fiduciary Access to Digital Access Act

Trust and Estates Attorney Kerri Castellini discusses the Maryland Fiduciary Access to Digital Access Act and it's impact on digital assets

By Trust and Estates Attorney Kerri Castellini The Maryland Fiduciary Access to Digital Assets Act (SSB239/HB507) was signed into law by Governor Lawrence J. Hogan, Jr. and is slated to take effect on October 1, 2016.  The law is a significant leap by the State of Maryland to catch up to the digital age. Prior […]

After the Signing: Caring For Your Estate Planning Documents

After completing the estate planning process, here is what you need to know about the next steps you should take

By Estate Planning Attorney Kerri Castellini The decisions required throughout the estate planning process can be difficult. Not many individuals revel in thinking how to prepare themselves and their loved ones for a myriad of worse case scenarios. However, most of my clients tell me that they feel a sense of relief and calm after […]

The Prince Without An Heir

Death of Prince, the probate proceedings, his estate, will, inheritance, and next of kin. trust and estates lawyer

By Trust and Estates Attorney Kerri Castellini (Photo Courtesy of Nico7Martin) On April 21, 2016, the music industry lost an icon with the death of Prince. Born Prince Rogers Nelson on June 7, 1958 in Minneapolis, Minnesota, the artist’s music spanned both generations and genres. Monuments around the world such as the Los Angeles City […]

3 Common Estate Planning Myths

Popular estate planning myths in Virginia, Maryland, and DC and what you need to know.

By Trusts and Estate Attorney Kerri Castellini Estate planning is the process of preparing for the loss of capacity and ultimately passing on of your assets after you have died. When defined in these dismal terms, the process sounds unpalatable and intimidating.  However, the reality is that estate planning is a vital necessity for the […]