by Christine | Apr 23, 2012 | Estate Law, Estate Planning, Married Couple |
How married couples and domestic partners structure their estate plans can make the difference between whether a family stays connected or gets blown apart after the first spouse or partner passes away. Things can be even more complicated and volatile in blended...
by Christine | Apr 14, 2012 | Estate Planning, Roth IRA, Small Business |
“I usually root for the taxpayer, but this case was an exception. When I think it borders on the self-evident that a favorable tax plan does not work and it turns out that it does, I am very embarrassed. As it turns out the Tax Court and now the Ninth Circuit agreed...
by Christine | Apr 13, 2012 | Estate Planning, Small Business, Succession Planning |
Your “estate plan,” however, should not be your farm’s succession plan. Succession planning is a “process” – “not an event,” … an estate plan is a piece of the process that is succession planning. Farm and family. Perhaps more than any other kind of industry or...
by Christine | Apr 12, 2012 | Estate Planning, Facebook, Wealth Transfer |
There’s nothing illegal about what these executives did. In fact, the Facebook registration statement and others that FORBES examined read like a playbook of how the ultra-rich and even the moderately wealthy can operate within the law to transfer vast sums and...
by Christine | Apr 11, 2012 | Estate Planning, Trust Amendment, Trusts |
I just received an update from the State Bar of California the Trusts and Estates Section regarding a recent case King v. Lynch – filed April 10, 2012, Fifth District (Cite as F062232). The court held that "(t)rust amendments were properly...
by Christine | Apr 11, 2012 | Estate Planning, Inheritance, Probate, Wills |
Brooke Astor’s only son saw his inheritance slashed in half and had his control of the estate’s powerful charitable contributions stripped away as part of a settlement that ended a bitter, five-year dispute over the family’s millions. One of the more public and famous...
