by Christine | Jul 19, 2012 | Elder Care, Elder Law |
Every day, Bureau of Labor Statistics interviewers ask Americans to detail how they spent the previous 24 hours, how many minutes and hours they devoted to everything from shopping to child care to phone calls. The results, culled from 12,500 respondents, make up the...
by Christine | Jul 18, 2012 | Disinheritance, Estate Law, Estate Planning, Same Sex Estate Planning, Tort |
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). In the darker and more unfortunate corners of estate law,...
by Christine | Jul 17, 2012 | 2013, Family Business, Family Limited Partnership, Investments |
Family Limited Partnerships – Worth Another Look (Especially This Year)? A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year....
by Christine | Jul 17, 2012 | Audit, Beneficiary, Estate Tax, IRS |
When you inherit money or property you shouldn’t have to pay taxes. It’s not subject to income tax. Plus, if there’s an inheritance tax to pay, the estate or person giving it to you has already paid it or provided for its payment. At least that’s how it’s supposed to...
by Christine | Jul 13, 2012 | Conservatorships, Dementia, Estate Planning, Incapacity |
A conservatorship is “a court proceeding to appoint a manager (Conservator) for the financial affairs and/or the personal care of one who is either physically or mentally unable to handle either one or both (Conservatee).”...
