Lee Law Office

Omaha, NE Estate Planning Attorney

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What Makes a Will or Trust Invalid

June 17, 2022 by Dennis P.Lee

Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan.

Filed Under: Estate Planning, legal education

The Toll of Serving as Fiduciary

May 17, 2022 by Dennis P.Lee

Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to consider are the nominee’s responsibility, financial savvy, and temperament. These factors influence the fiduciary’s ability to pay debts, expenses, claims, negotiate on behalf of the estate, and to conclude the administration of the estate or trust. While many individuals consider acting in this capacity a great honor, the role comes with serious implications, including personal liability for failure to pay taxes

Filed Under: Estate Planning, legal education

Estate Planning – Something You Shouldn’t Do Yourself

April 15, 2022 by Dennis P.Lee

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family.

Filed Under: consumer, Estate Planning, legal education

What Everyone Should Know about the New FDIC Regulations

March 15, 2022 by Dennis P.Lee

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application.

Filed Under: consumer protection, Estate Planning, legal education Tagged With: estate planning, Federal Deposit Insurance Company, irrevocable trust, revocable trust

The Intersection of Legacy Contacts and Estate Planning

February 17, 2022 by Dennis P.Lee

As more and more individuals get comfortable in the digital world, Estate Planning has changed to address the collection and transfer of digital assets.  The widespread use of a legacy contact allows owners of digital content to determine what will happen with it after they die.  Read on to learn more.

Filed Under: Estate Planning, legal education, technology

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Lee Law Office

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Lee Law Office
2433 S 130th Circle Suite 300
Omaha, NE 68144

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Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 12:00 PM

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