KO, Author at Wells Law

What’s that in English? A list of legal terms lost in translation.

by KO | Jun 21, 2023 | All, Estate Planning & Elder Law, WS Journal Articles

Like most lawyers, I get questions from clients about what certain legal words mean “in English.” These words are frequently found in documents related to real estate, corporate/partnership as well as wills, trusts and estate planning. They confuse many clients. It is...

Proper estate planning is a matter of trust

by KO | Jun 21, 2023 | Courthouse, Estate Planning & Elder Law

My recent column about estate planning documents generated several questions and comments about revocable trusts (sometimes called “living” trusts). Here is a quick summary of how these trusts work. Since the federal estate tax exemption is so high now — over $11...

Ask SAM: Are online forms valid and enforceable?

by KO | Jun 21, 2023 | Ask Sam

QUESTION: Are wills and other estate forms available online valid and enforceable if they’re properly completed? — R.H. ANSWER: Sometimes buying things off the internet might not be the bargain you’re hoping to get. Mike Wells, a local attorney, said there...