Lee Law Office

Omaha, NE Estate Planning Attorney

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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

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

Using Entities in Estate Planning

January 15, 2022 by Dennis P.Lee

More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.

Filed Under: business succession planning, Estate Planning, legal education Tagged With: attorney, client, consumer, Estate Planning, family entity, limited liability company, limited partnership, member, membership interest, operating agreement, partnership, partnership agreement

Living in a Digital World and the Importance of Planning for Cryptocurrency

December 27, 2021 by Dennis P.Lee

Cryptocurrency has become increasingly popular as a form of investment in recent years. More and more established financial institutions recognize cryptocurrency and allow its use. As cryptocurrency becomes mainstream, it’s important to consider estate planning implications for holding this digital asset. Read on to learn more.

Filed Under: Estate Planning, legal education Tagged With: attorney, Bitcoin, blockchain, cold wallet, consumer, cryptocurrency, hot wallet, investment, investor, key, password

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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
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Friday8:30 AM - 12:00 PM

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