In Gause v. Gause, a son brought suit to affirm the existence of a trust established by his father.
On August 24, 2016 the IRS published Revenue Procedure 2016-47, which simplifies the steps for correcting a missed rollover from a qualified plan or IRA to another qualified plan or IRA.
In May, I posted about “Estate Planning in the Digital Age” and mentioned the practical limitations of shared passwords as a means of digital estate planning.
Challenging a will is often a very difficult process.
S.D. Fla: In Case of First Impression, Federal Judge Rules On Constitutionality of Florida’s New Trust-specific Long Arm Statute
If you’re a trusts and estates litigator in Florida, sooner or later you’re going to be involved in some kind of multi-jurisdictional case.
In many states, Living Trusts are a person’s key estate planning document.
Recently proposed Treasury Regulations (“Proposed Regulations”), if enacted as proposed, would curtail valuation discounts that currently reduce the value of certain business interests transferred during life or at death for gift, estate, and generation-skipping transfer tax purposes.
The IRS has at last issued long-anticipated proposed regulations under Code §2704.
Law is a subjective pursuit. Only after everything is said and done can you look back and diagnose the good and the bad.