We recently presented a paper summarizing significant considerations when working with persons of diminished capacity.

GETTING YOUR WILL WRITTEN – FINALLY!

Vacation time is around the corner.  Parents and children are traveling alone or together, abroad or in the U.S. In the rush to make plans to get away, getting your will written may seem to have low priority.   It shouldn’t.

What happens if your children are at camp, and one or both parents die?  Who will take the children, and how will the children get to them?  Will the courts allow a loving relative to take the children if the deceased has not left properly-executed documents appointing a guardian?  And what if the loving relative is a foreigner, living abroad?  Will an American court agree to send the children abroad – even if the parents came from that country and were only here temporarily?  You may not realize that in most cases your children will temporarily go into foster care if you have not formally provided otherwise.

And what of your assets?  Did you know that if you do not provide for the distribution of your wealth, the courts will distribute it according to the laws of the state in which you are domiciled?  And that your “heirs” may be people you haven’t thought of in years?  You may have intended, for example, to have all of your assets go first to your spouse upon your death, and then to your distant cousin, and may have wanted your jewelry to go to your favorite niece.  If you haven’t stated all this in a properly witnessed and executed will, the courts may distribute some of your wealth to your parents, your siblings, or the local Board of Education – the default “heir” in Maryland when other categories of heirs do not exist, and when there is no will.

If you are not a U.S. citizen and have property both in the U.S. and abroad, what will happen if you make a will here?  Will it be recognized in your home country?  And if you die here but “only” have a will from another country, will a U.S. court carry out your wishes?  These are important considerations, and good legal advice is essential.

Before you take that vacation, now is a good time to plan for an orderly distribution of your assets when the day comes that you pass away.  You may wish to make certain that your money goes to your children in stages rather than all at once.  You may wish to arrange your estate plan to minimize taxes.  Or you may wish to provide for a loved one’s use of your estate for his or her lifetime, but make certain the remaining assets will ultimately be given to a specific beneficiary.  You will decide now who that ultimate beneficiary will be.  All of this can be accomplished through the use of appropriate restrictions and instructions in your will, often in various forms of trusts.

Planning now is an excellent idea.  I will be happy to speak with you during an initial complementary consultation, and help you to begin and carry out the process of planning for the future.

Same Sex Marriage

The District of Columbia and the State of Maryland belong to an important minority: the United States jurisdictions that recognize the rights of same-sex couples to marry.  But once the excitement of the first few licenses granted and marriages performed slows down, serious questions remain about the legal protection – or lack of protection – afforded newlywed same-sex couples.

Couples who carefully plan their weddings down to the smallest detail should remember to plan their married life with similar attention.

United States federal law does yet not formally recognize same-sex marriage. Basic spousal rights, including civil service retirement and death benefits, may not automatically flow from the right to marry. If the couple marries in the District of Columbia or in the State of  Maryland, but lives in Virginia, or most other states, the union will not be given the same recognition as would a "traditional marriage".

How do same-sex couples protect themselves, each other, their families, and their children? How does a couple assure that each will be able to shelter the other from creditors, visit the sickbed of the other, inherit property from the survivor, and/or share custody of any children brought into the family? In the event of divorce – and divorce will surely follow some of the marriages – how can each spouse be protected with respect to property, support, and child custody?

Most, if not all, of these and other important issues can be addressed using a variety of legal tools presently available. Just as planning a wedding takes time and effort, planning for married life ought to be done carefully, using the services of a qualified professional. Call our offices today to secure your newlywed tomorrows, and beyond.

Sorel guides Plaintiff to win oral contract case: Jury finds oral contract breached by Insomniac Design, Inc.

Representing District Design Group, LLC, Christiane E. Sorel successfully tried the case against Insomniac Design, Inc. for breach of oral contract. The jury rendered its verdict October 17, 2014, affirming the existence of an oral contract between the parties. Getting a jury to uphold an oral contract in the District of Columbia is challenging enough; proving breach of that contract is rare indeed. Fierce competition among Independent Information and Communication Technology (ITC) results in subcontractors all too often starting work on “rush” jobs without proper documentation.   Unscrupulous clients and/or prime contractors (“primes”) are poised to take advantage, believing that the legal system protects them from strict enforcement of oral contracts. No longer.

Prevention – protecting yourself and your company from predatory entrepreneurs – is key. Call today for a consultation.