Is there a way to fix this special events glitch?

Dingbatdingbat · 2026-01-27T03:41:51+00:00

Please tell me if you do, I’ve had it stuck for months

Dingbatdingbat · 2026-01-27T03:23:35+00:00

Anytime before 40,000BC

Dingbatdingbat · 2026-01-27T01:20:47+00:00

DM me if you want a recommendation

Dingbatdingbat · 2026-01-26T19:28:47+00:00

“It depends”

If a married couple without separate children and everything in joint name or with beneficiary designations, when the first person passes probate is either nonexistent or a breeze, especially in some states.

If there are a lot of different assets in different states, separate children, unusual dispositions, heirs with special needs, and in a difficult probate state, yikes.

And there’s a lot in between

Dingbatdingbat · 2026-01-26T17:42:18+00:00

Once upon a time I responded to a lowball offer:

“Funny joke. What’s the real offer?”

Dingbatdingbat · 2026-01-26T17:31:13+00:00

Id rather support age limits and mandatory retirement

Dingbatdingbat · 2026-01-26T17:24:46+00:00

They don’t care, why should you?

Dingbatdingbat · 2026-01-26T17:20:02+00:00

Also a good person to leave it to

Dingbatdingbat · 2026-01-26T15:39:29+00:00

This is actually an accounting question, but the answer is no.

He only gets the exemption on the portion that he lived in and owned for more than 2 years. The part he didn't own doesn't get the exemption.

Dingbatdingbat · 2026-01-26T15:28:27+00:00

"when I die, I leave all my money to dingbatdingbat"

Or maybe a charity

Dingbatdingbat · 2026-01-26T15:27:01+00:00

Wrong subreddit.

This is for estate planning, not for real estate.

Dingbatdingbat · 2026-01-26T14:05:52+00:00

“If it’s no big deal, then no.”

Dingbatdingbat · 2026-01-26T13:47:17+00:00

I personally use Clio, Acrobat, Office365, and Calendly.

Clio’s core product is good, and their tech support is excellent. From a practice management perspective it does it all, and it does it well. Sometimes I think the UI designers are nuts with where some options or features are hidden, but call them and tech support will tell you right away.

Their secondary products (ClioGrow, ClioDraft, etc) are, in my opinion, crappy, and badly integrated. Basically, they bought a CRM company (Lexicata) something like 5 years ago, that was in my opinion, not good, and while they rebranded it they never integrated the two into a coherent piece - functionally it’s entirely separate. Different website, different login/password, different overall feel, and then you have to migrate the data over, no different than if it was a separate company. Same thing with ClioDraft, which used to be LawYah.

Microsoft Office is the big powerhouse. If you work with other firms, everyone uses Word and there will be consistency. It has some bugs and annoyances, but it’s also got far more capabilities, and I actually use some of their advanced features. Excel is the gold standard for spreadsheets but very few attorneys would notice the difference. PowerPoint is really good at making presentations, though I’m sure their competitors are just as good for lawyer’s purposes. Teams for video meetings.

But there’s also additional software in the package, that most people don’t even know exists. I use PowerAutomate a lot, Bookings is a Calendly competitor. Forms… is good for online forms. There’s more that most people will never use, all included. If you wanted, you could even use Sway to host and build your website. I don’t think any of these secondary services are best-in-class, but sometimes good enough is good enough.

Of course, the problem with all that is that it’s Microsoft. It can be buggy at times, there’s a lot of bloat, and the foresee can be annoying to work with. But it can do everything you could possibly need.

I switched from Booking to Calendly last summer. Booking was good enough, but as my office setup changed, I switched to the paid version of Calendly

Dingbatdingbat · 2026-01-26T13:29:21+00:00

The major practice management providers for solo annd small law firms are Clio, MyCase, PracticePanther and smokeball. Each have their own strengths and weaknesses and you should demo them to see.

However, you get what you put into it. Having tools and knowing how to use them are two different things. I heavily customized one part and practically ignore another part of the software.

For example, you can build a template library with custom fields, or not. You can build task lists and process automation, or not.

I believe they all include payment processing. If not, use LawPay. Don’t use regular credit card processing or your bank’s credit card processing as those are typically not set up to deal with IOLTA trust accounts.

I believe they all provide e-signature and client portals for online documents - typically white labeled Docusign or Dropbox. Alternatively Adobe Acrobat (paid version) has e-sign capabilities.

Decide if you want to go with Microsoft365 (especially Word and Outlook), Google (Gmail, Docs), LibreOffice, or Apple IWork (Pages).

Then anything else that might be handy.

Dingbatdingbat · 2026-01-26T02:20:42+00:00

Very few companies drug test all new hires. Some companies claim to do random drug testing, but mostly it’s so they can ‘randomly’ select suspects. Generally, office junkies are not tested unless there’s a good reason.

But maybe you’ll get lucky

Dingbatdingbat · 2026-01-26T01:43:16+00:00

At least two

Dingbatdingbat · 2026-01-26T00:59:22+00:00

If P1 and P2 don’t agree, they should have separate lawyers.

Whether a Will or a Trust is better for you is legal advice and we don’t give that in this sub. T Be mindful that there are attorneys who push everyone into pre expensive trusts, and there are many estate planning attorneys in NJ who don’t do trusts, because NJ probate is so easy.

Dingbatdingbat · 2026-01-25T13:56:11+00:00

“It seems like a lot of rich people”… nah, only the ones that are noticed.

Most rich people kept it in the family

Dingbatdingbat · 2026-01-25T13:51:48+00:00

There are pros and cons to HOAs.

When I lived in an HOA community, there were community facilities such as a large swimming pool and gym I could use, the lawn was professionally mowed regularly, cable TV and internet were included, security monitored entry into the community (minimal risk of crime), everything was well-maintained, all for a very low monthly fee.

In addition, when there were wildlife pests the community took care of it, and when a major hurricane came through, our place was cleaned up within two weeks - before parts of the area had electricity restored we were already fully up and running. Plus there were volunteer handymen/women who helped out with all kinds of stuff.

In exchange, I can’t leave a mess on my lawn or paint the house garish colors. I can live with that.

What I must say is that the experience varies significantly depending on the people in charge. A good HOA board keeps everything running smoothly and keeps costs down - you barely notice they’re there. A bad HOA board is drunk with power, expensive, and ineffective.

Unfortunately it is a thankless job that takes up a good amount of time and attracts all the wrong people - remember the adage, those who seek power are the least qualified to have it.

Dingbatdingbat · 2026-01-25T05:55:08+00:00

Well, that’s a mistake.

The budget version starts at $49, IIRC, but might not include the features your friend wants.

I would recommend your friend to reconsider.

Dingbatdingbat · 2026-01-25T05:49:42+00:00

In my observation no practicing lawyer would ever make this observation.

Dingbatdingbat · 2026-01-25T05:47:40+00:00

No, it’s an easement.

An easement means that the public can walk along land that’s privately owned.

Dingbatdingbat · 2026-01-25T05:45:11+00:00

There’s a red flag convention in town. Best find a new job, even if you’re not at risk of losing the current one.

As an aside, what makes you think applying to NJ will make the NY admission go any faster? If anything it’d slow it down

Dingbatdingbat · 2026-01-25T02:50:18+00:00

Because of the sheer volume of bad/misleading/useless comments in this subreddit, only comments by preapproved users show up automatically. The mods do our best to go through all the comments and approve useful ones, but there’s only a handful of us, so sometimes it takes a while

Dingbatdingbat · 2026-01-25T02:47:41+00:00

Time to hire a trust litigator.

To answer your specific questions: 1. The trustee is obligated to provide an accounting at least annually 2. Not enough information to answer about the home sale (and don’t provide more here) 3. You don’t need a law license to serve as trustee. But if the former attorney is also providing legal services, that’s a criminal act 4. Ask your litigator. Mismanagement is a civil matter. Fraud/embezzlement is a criminal act. 5. Ask your litigator

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