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8 Jan 2016, 11:36 am
Executor be ordered to provide an accounting for all assets of dated five years prior to death if they had access to assets 3. [read post]
19 Nov 2015, 6:04 am
Marriage, parenthood, career changes, and acquiring major assets such as a home are likely to happen prior to age 40, making it more important to review your estate plan often. [read post]
9 Sep 2022, 3:35 am
Prior to his citizenship interview, our office prepared him via conference calls. [read post]
7 Sep 2022, 7:53 pm
Prior to her citizenship interview, our office prepared her via conference calls. [read post]
4 Oct 2016, 8:54 am
The First Circuit recently ruled that the executor of an estate was personally liable for unpaid federal income tax when she knew, prior to distributing property from an insolvent estate, that there were outstanding tax deficiencies. [read post]
10 Dec 2009, 1:08 pm
The seller of an apartment or real estate is liable to the buyer for defects - including the information provided by the agent prior to sale and any defects in that information.The agent is not liable for e.g. incorrect information on the house manager's certificate, unless the agent had reason to believe that the information in question was incorrect. [read post]
4 Sep 2012, 9:58 am
2012 provides a unique opportunity for making gifts using the federal estate, gift and generation skipping transfer (“GST”) tax exemption of $5,120,000 (reduced by any prior use of such exemption). [read post]
29 Sep 2016, 7:46 am
The checks were drawn from the conservatorship accounts belonging to 31 minors, two incapacitated adults, and two estates. [read post]
6 Jun 2012, 7:22 am
I have pasted below a standard estate planning questionnaire. [read post]
10 May 2014, 6:37 pm
The prior proceeding related to the issue of whether the estate or the SK Trust would make a payment of the estate tax with the application for an extension of the time to file. [read post]
14 May 2010, 9:15 am
Instead, $1.3 million is permitted to be added to the basis as it existed just prior to death, and an additional $3 million basis adjustment is permitted for certain transfers to surviving spouses.Unless Congress acts, the estate, gift and GST taxes will be reinstated in 2011 as they existed before 2002. [read post]
27 Aug 2019, 9:38 am
However, the court did urge the parties to consider reaching an agreement prior to a trial, as doing so would be faster and less costly. [read post]
30 Sep 2015, 2:07 pm
Sometimes, a relative of the decedent or friend may have been living with the decedent for many years prior to the decedent’s death. [read post]
14 Mar 2007, 3:14 am
It is a general principle in Swedish law as mentioned in a previous post that a purchaser of real estate has an obligation to investigate the real estate thoroughly. [read post]
8 Oct 2020, 10:20 pm
Resource REIT reportedly raised $645.8 million in investor capital prior to closing its offering in December 2013. [read post]
29 Jan 2024, 5:56 am
Doing so after declining mental health, shortly before or after major life events, just prior to death (on one’s deathbed!) [read post]
5 May 2007, 5:49 pm
Abts III and The Estate Plan (TEP), a Nevada corporation owned by Abts that is engaged nationwide in the preparation and marketing of living trusts and other estate-planning products. [read post]
26 Jul 2014, 5:36 am
So that banking relationship needs to be setup prior to the actual going out and contracting the party. [read post]
20 Aug 2018, 10:50 am
Co owners of real property in California are entitled to bring an action for partition of the property, in which the property is either divided between the owners or sold and the proceeds split. [read post]
13 Jun 2012, 10:00 am
Given an opportunity to fully analyze and understand the results that would transpire upon the death of either party, perhaps the husband and wife in Scola would have changed the title on the property prior to the husband's death to prevent this automatic transfer. [read post]
