by Christine | Nov 6, 2015 | Family Limited Partnership, IRS |
New regulations are coming from the IRS regarding family partnerships and limited liability companies. Perhaps in search of revenue, or trying to overcome a legally-permitted loophole, the IRS will soon make changes to capture some otherwise lost revenue on these...
by Christine | Nov 5, 2015 | Uncategorized |
An elderly man – 85 years old – who travels between two residences, one in Australia and the second in the State of Washington, is suing Wells Fargo Bank for allegedly causing a $13 million loss through mismanagement of his trust. He was an income...
by Christine | Nov 4, 2015 | Estate Planning, Wills |
The California Supreme Court decision may make it more likely that unambiguous wills can be reformed if a mistake is deemed to have been made by the deceased. This is a great example of a failure to think outside of the box. Literally. A California man created a...
by Christine | Nov 3, 2015 | Estate Planning |
"Joint tenancy" is perhaps the most common way for two people to title their assets, particularly when they are married. But when it comes to estate planning, there are sometimes better ways that property owned by married spouses can be titled. Most married...
by Christine | Nov 2, 2015 | Inheritance, Will Contest, Wills |
Unpleasant as it is, it’s not unusual for family members to sue each other over inheritance disputes. Usually the animosity is directed against each other. In this case, however, the actions of a now disbarred attorney have made an unpleasant inheritance battle far...
