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Dos and Don'ts Videos for Estate Planning: Part 2
Joe Whitcomb: June 22, 2026
Estate Planning
3 min read
Levy v. Hofer: Release and Limitations Defenses Fail in Fiduciary Duty Case
Joe Whitcomb: January 01, 2026
Sheldon Levy and Lana Friedman were the children of J. Leonard Levy and Myra Levy. Leonard and Myra created multiple family trusts, including trusts...
2 min read
Fuentes v. Sanchez: Colorado Court Applies Intestate Succession to Real Property
Joe Whitcomb: November 15, 2025
Background Judith Ann Alvarez and Andrew Alvarez were married in 1997 and jointly owned their residence in Adams County, Colorado, as tenants in...
2 min read
Colorado Supreme Court Clarifies Common Law Marriage in Estate Dispute
Joe Whitcomb: November 10, 2025
Background When Viacheslav Yudkin died intestate, his former spouse, Svetlana Shtutman, was appointed personal representative of his estate. Tatsiana...
2 min read
Huffer v. Huffer: Colorado Court Upholds Finding of Undue Influence in Trust Case
Joe Whitcomb: October 22, 2025
Karin Huffer established a trust in 2017 that divided her estate equally between her two sons, Jason and Jordan Huffer, while granting Jason control...
2 min read
In re Estate of Williams: Wrongful Death Proceeds Validly Assigned to Trust
Joe Whitcomb: October 02, 2025
Elliott Williams died on October 27, 2011, following injuries sustained while in custody at the Tulsa County Jail. A wrongful death lawsuit was filed...
2 min read
Connecticut Court Upheld Will Despite Undue Influence Challenge
Joe Whitcomb: July 13, 2025
Connecticut court addressed undue influence and will contest The case involved a dispute over the estate of Wanda Wisniewski. After her death, her...
2 min read
Garcia Estate v. Bialozor: Failure to Respond Forfeits Standing Claim
Joe Whitcomb: June 09, 2025
Deborah Gene Garcia passed away at age thirty-four. Her husband, Julius Garcia, reported finding her unresponsive following consensual activity...
2 min read
King v. King: Georgia Court Defines Fiduciary Duty in Trust Dispute
Joe Whitcomb: March 06, 2025
The case of King v. King involved a dispute over the handling of a wrongful death settlement that had been set aside for the benefit of a minor. The...
2 min read
Connelly v. U.S.: Stock Redemption Doesn’t Offset Estate Tax
Joe Whitcomb: February 17, 2025
The case involved a dispute over how to calculate the estate tax for a deceased shareholder in a closely held corporation. Michael and Thomas...